Pre-plan statuses within the Pre-Plans module provide a systematic way to track and manage the lifecycle of pre-plan documents from initial creation through final publication. This status system ensures quality control, supports review processes, maintains accountability, and provides visual indicators on maps to help users quickly identify the completion status of occupancy pre-plans across their jurisdiction.
Background Information
The pre-plan status system is essential for fire departments and EMS agencies that require structured review and approval processes for their pre-plan documentation. This feature supports various departmental workflows, from simple individual publishing to complex multi-level review processes. The status system integrates with mapping displays to provide immediate visual feedback about pre-plan completeness and helps maintain data quality standards across the organization.
Required Permissions
None
Video
Step-by-Step Guide
The Pre-Plan Status can be found in several locations within the Pre-Plan Module:
Pre-Plan Organizer
My Assigned Pre-Plans
Pre-Plan List
1. In Pre-Plan Organizer the Status is displayed in the Pre-Plan Statuses column.
2. In My Assigned Pre-Plans the Pre-Plan Status is displayed in the Pre-Plan Status column.
3. In the Pre-Plans List the Pre-Plan Status is displayed in the Status column.
4. There are 4 Statuses in First Due
Draft: This "saves" the pre-plan to the users account without publishing it. The only users able to see the DRAFT updates to the pre-plan are the user or unit themselves or an administrator.
Pending Approval: This is a status only visible to users with "Publish Permissions". When a user without publish permissions completes a pre-plan, they choose . This pre-plan now shows in the Pre-Plan Organizer of those users with Publish Permissions as Ready for Review. As part of the reviewing process, the reviewer has the ability to Publish the submission, Reject the submission and View or Edit the submission.
Rejected: This status is displayed when a user with Publish Permissions has reviewed a pre-plan and found issues with it.
Published: The pre-plan and the information submitted is a part of the pre-plan visible to all with access.
Archived: The status of a prior version of the pre-plan before it was put into another status (It essentially shows how often it was edited and then published).
Status by Occupancy Markers
- The occupancy marker without any markings represents an occupancy that has had no pre-plan information put into it.
- The occupancy marker with the orange exclamation point represents an occupancy that has a pre-plan in the DRAFT status.
- The occupancy marker with the red exclamation point represents an occupancy that has a pre-plan in the PUBLISHED status. Meaning it has additional information that has been added to it.
Best Practices
Do's
Regularly check status displays to monitor pre-plan completion progress
Follow your department's established review and approval processes consistently
Use draft status to save work in progress without affecting operational data
Address rejected pre-plans promptly to maintain data currency
Monitor map indicators to identify occupancies needing pre-plan development
Maintain clear communication with reviewers during the approval process
Don'ts
Don't ignore rejected status pre-plans - they require attention and correction
Don't bypass required review processes even if you have direct publishing permissions
Don't assume draft pre-plans are available to other users for operational purposes
Don't forget to check archive status when reviewing pre-plan modification history
Don't overlook occupancies with no status indicators - they may need initial pre-plan creation
Tips
Use the various status views (organizer, assigned, list) to get different perspectives on your pre-plan portfolio
Pay attention to map visual indicators during routine operations to identify data gaps
Develop a regular review schedule for draft and pending approval pre-plans
Consider the operational impact when rejecting pre-plans - provide clear feedback for improvement
Use archive status to understand pre-plan evolution and identify frequently updated occupancies
Troubleshooting & FAQs
Q: My pre-plan is stuck in draft status. How do I move it forward? A: Check if your department requires review approval. If so, use the "Submit" option. If not, you should have direct publishing options available.
Q: Why can't other users see my draft pre-plan? A: Draft status pre-plans are only visible to the creator, their unit, or administrators. Publish or submit for review to make them accessible to others.
Q: A reviewer rejected my pre-plan but I don't understand why. What should I do? A: Contact the reviewer directly for feedback. If the pre-plan was rejected with information retained (draft status), you can review and correct it. If completely rejected, you'll need to start over.
Q: How can I tell if an occupancy has ever had a pre-plan? A: Check the map indicators. A green house with no markings indicates no pre-plan information has ever been entered for that occupancy.
Q: What's the difference between orange and red exclamation points on the map? A: Orange indicates draft status (unpublished), while red indicates published status with completed pre-plan information.
Q: Can I see the history of status changes for a pre-plan? A: Archive status shows previous versions, indicating the modification history. Check with your administrator about detailed change logs.
Purpose To provide an overview of navigation and available actions within the Pre-Plan List. Video Directions 1. Navigate to Pre-Plan List via the Pre-Planning Module. 2. The list will show all occupancies in the system that have pre-plan information ...
Purpose: To provide a general overview of the Pre-Plan Organizer section. Related Articles Pre-Plans: Editing Occupancy Addresses Pre-Plans: Managing Secondary Addresses Video Directions 1. Navigate to Pre-Plan Organizer via the Pre-Planning Module. ...
Purpose Statement The Pre-Plan Review Process provides jurisdictions with greater control for standardization and consistency of their Pre-Plan Program. This workflow ensures all pre-plans undergo quality control before being published and made ...
Purpose To demonstrate the role that Pre-Plan Units play in creating an effective Pre-Plan, and how to select, place and modify them. Video What are Units? Units are items placed in a pre-plan to indicate fire and life safety elements of a building ...
Purpose Statement The Pre-Plans Map section within the Pre-Plans module provides users with a comprehensive geographic view of occupancies and related emergency response resources. This feature combines mapping capabilities with pre-plan data to ...