Adding an Attachment to a Pre-Plan

Adding an Attachment to a Pre-Plan

Purpose

  1. To explain how to attach and manage files in a preplan using the Attachments Tab.



Video




Process

  1. Once in edit mode for a Pre-Plan, select the Attachments Tab .

  2. Drag and drop files into the upload area or select "click to upload". When the dialog box opens, select the item(s) you'd like to attach to this preplan. If using a tablet or phone, selecting the upload area will open the mobile device's ability to upload files or use the camera.

     


      

IMPORTANT: The file extension types that are accepted are: pdf, doc, docx, ppt, pptx, png, jpg, gif

TIP: Name the file something easily identifiable (e.g., thirdfloor.pdf).

  1. To view an attachment from the pre-plan edit screen, select the Eye icon .




  1. To remove an attachment from the pre-plan, select  the Trash Can icon.



  1. To reorder how Attachments show in the dashboard, drag and drop the attachment.


    • Related Articles

    • Regional Pre-Planning

      Purpose To explain the how to use Regional Preplanning to preplan a higher and broader geographic area. Sometimes you want to pre-plan a large event, something not attached to a single occupancy, or units or annotations that you want visible at a ...

    • Inspection Record - Pre-planning

      Purpose To demonstrate how to update a pre-plan while recording an Inspection. Video Instructions 1. Click on Pre-planning. 2. Left Menu Includes Units, Hazmat's, Attachments, Layers, and Annotations. See pre-planning KBA's for more information. 3. ...

    • Pre-Plan Units

      Purpose To explain the role that 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 relevant ...

    • Bulk Importing Pre-Plan Attachments

      Purpose To explain the process for importing pre-plan attachments into First Due. Video Steps Ensure pre-plans are in PDF format and there is only one address or sub/secondary address per file. Ensure the file names follow this format: If your agency ...

    • Pre-Planning: Administrators guide to annotation color palettes

      Purpose To explain how to create and update a color palette within Annotations. BEST PRACTICE: Standardization of coloring across a departments preplans makes the information much easier for personnel to quickly reference the information that they ...