Setup
Assets Module Setup: Importing an Asset Checklist Via a CSV File
Purpose Statement The Import CSV feature allows module managers to efficiently bulk-import checklists into First Due's Assets module by uploading a properly formatted CSV file. This streamlines the setup process for departments transitioning from ...
Purchase Orders: Creating Shipping Locations
Purpose Statement The Shipping Locations configuration within Purchase Orders enables Fire/EMS departments to establish and manage delivery addresses for equipment and supply orders. This functionality ensures accurate order fulfillment by ...
Purchase Orders: Creating Billing Agencies
Purpose Statement The Billing Agencies configuration within Purchase Orders enables Fire/EMS departments to establish and manage organizational billing information for procurement transactions. This functionality maintains accurate vendor and ...
Purchase Orders: Creating Purchase Order Boards
Purpose Statement Purchase Order (PO) Boards within the Assets module provide organized workflow management for procurement requests, enabling Fire/EMS departments to track, approve, and manage equipment and supply purchases through customizable ...
Assets: Setup: Creating and Managing Fluid Types
Purpose Statement This article provides step-by-step instructions for creating and configuring new Fluid Types in the Assets Module. Fluid Types are used to track fuel, oil, transmission fluid, and other consumables associated with apparatus ...
Setting up Preventative Maintenance for Equipment
Purpose The purpose of this article is to demonstrate how to setup Preventative Maintenance for Equipment. Related Articles How to Change Preventative Maintenance Cycles for Individual Apparatus, Items of Equipment, and Stations Managing Preventative ...
Setting up Preventative Maintenance for Stations
Purpose The purpose of this article is to demonstrate how to setup Preventative Maintenance for Stations. Related Articles How to Change Preventative Maintenance Cycles for Individual Apparatus, Items of Equipment, and Stations Managing Preventative ...
Setting up Preventative Maintenance for Apparatus
Purpose The purpose of this article is to demonstrate how to setup Preventative Maintenance for Apparatus. Related Articles Managing Preventative Maintenance How to Schedule or Change Preventative Maintenance Cycles for Individual Apparatus Assets ...
Assets Setup - How to create and manage Inventory Request Boards
Purpose The purpose of this article is to demonstrate how to create Inventory Request Boards in the Assets module. Related Articles Inventory Management - Submitting an Inventory Request Inventory Management - Fulfilling Inventory Requests Video ...
Setup: Samsara Services Integration - Retrieving API
Purpose The purpose of this article is to demonstrate how to retrieve an API token from Samsara for integration with First Due. Related Articles Setting Up Samsara Services Integration Instruction 1. Access and login to your Samsara account at ...
Setting Up Samsara Services Integration
Purpose The purpose of this article is to demonstrate how to integrate Samsara Services with your First Due account. Related Articles Setup: Samsara Services Integration - Retrieving API Video Instruction Integration of Samsara services with First ...
Assets Checklist Library
Purpose The purpose of this article is to demonstrate how to find and import checklist templates from the Assets Checklist Library. More templates will be added to the Checklist Library as they become available. Related Articles Assets Module Setup: ...
Checklists: Assigning and Scheduling Checklists for Apparatus, Equipment, Locations, or Kits
Purpose Statement The checklist scheduling feature in First Due Assets enables module managers to assign and automate recurring inspections, maintenance checks, and compliance verifications for apparatus, equipment, kits, and locations. This ...
Assets Module Setup: Settings
Purpose The purpose of this article is to explain the settings in the Assets Module Setup. Toggling on the switches enables the function of each item as defined below. Related Articles: Setting Up Samsara Services Integration Video <br> ...
Assets Setup: FEMA Cost Codes
Purpose The purpose of this article is to inform users how to setup and manage FEMA Cost Codes in the First Due system. IDEA: Associating the appropriate FEMA cost code will assist users in tracking reimbursable costs during times of declared ...
Work Order Boards: Managing Work Order Boards
Purpose The purpose of this article is to inform users how to manage an existing work order board in the First Due system. This article will cover how to reorganize, edit, activate/deactivate, and delete an existing work order board in First Due. ...
Assets Setup: Creating a New Work Order Board
Purpose The purpose of this article is to inform users how to create a new work order board. Work Order Boards allow users to manage and track asset maintenance, repair costs, labor costs, and other aspects of repair and preventative maintenance. ...
Kits: Managing Kit Groups
Purpose The purpose of this article is to inform users how to manage an existing kit group in the First Due system. This article will cover how to reorganize, edit, and delete existing kit groups in First Due. Video Directions 1. Click on Assets. 2. ...
Stations: Managing Station Groups
Purpose The purpose of this article is to inform users how to manage an existing station group in the First Due system. This article will cover how to reorganize, edit, and delete existing station groups in First Due. Video Directions 1. Click on ...
Kits: Creating a Kit Group
Purpose The purpose of this article is to inform users how to create a kit group in the First Due system. Kit grouping allows users to "group" or categorize kits so that they can be easily located within the system. Video Directions 1. Click on ...
Stations: Creating a Station Group
Purpose The purpose of this article is to inform users how to create a station group in the First Due system. Station grouping allows users to "group" or categorize stations so that they can be easily located within the system. Video Directions 1. ...
Assets Module Setup: Creating an Asset Checklist
Purpose Statement The Assets Checklist feature enables module managers to create standardized inspection, maintenance, and compliance checklists for apparatus, equipment, stations, and kits. By establishing structured checklists, departments can ...
Apparatus: Scheduling Checks Based on Apparatus Status
Purpose Statement This feature allows module managers to create intelligent checklist schedules that respond dynamically to apparatus status changes. When an apparatus is temporarily out of service, daily checks can automatically discontinue, ...
Inventory: Managing Inventory Groups
Purpose The purpose of this article is to inform users how to manage an existing inventory group in the First Due system. This article will cover how to reorganize, edit, and delete existing inventory groups in First Due. Video Directions 1. Click on ...
Inventory: Managing Inventory Packaging Types
Purpose The purpose of this article is to inform users how to manage an existing inventory packaging type in the First Due system. This article will cover how to edit and delete existing inventory packaging types in First Due. Video Directions 1. ...
Inventory: Creating an Inventory Packaging Type
Purpose The purpose of this article is to inform users how to create a new inventory packaging type in the First Due system. Inventory packaging allows users to document the packaging specifications of inventory. Video Directions 1. Click on Assets. ...
Inventory: Creating an Inventory Group
Purpose The purpose of this article is to inform users how to create an inventory group in the First Due system. Inventory grouping allows users to "group" or categorize inventory so that it can be easily located within the First Due system. Video ...
Apparatus: Managing Apparatus Groups
Purpose The purpose of this article is to inform users how to manage an existing apparatus group in the First Due system. This article will cover how to reorganize, edit, and delete existing apparatus groups in First Due. Video Directions 1. Click on ...
Equipment: Managing Equipment Groups
Purpose The purpose of this article is to inform users how to manage an existing equipment group in the First Due system. This article will cover how to reorganize, edit, and delete existing equipment groups in First Due. Video Directions 1. Click on ...
Apparatus: Creating an Apparatus Group
Purpose The purpose of this article is to inform users how to create an apparatus group in the First Due system. Apparatus grouping allows users to "group" or categorize apparatus so that they can be easily located within the system. Idea: Many ...
Checklist: Exporting a Checklist to a .CSV File
Purpose Statement The checklist export feature allows module managers to download checklist templates from First Due into a CSV file format. This enables offline review, backup storage, bulk editing in spreadsheet applications, sharing with ...
Checklist: Deleting/Archiving a Checklist
Purpose The purpose of this feature is to enable module managers to remove checklists from the First Due Assets module that are no longer needed, while preserving historical data when necessary. This ensures your checklist library remains current and ...
Checklist: Duplicating an Existing Checklist
Purpose Statement The purpose of this article is to inform First Due users how to duplicate an existing checklist in the First Due Assets module. Duplicating an existing checklist and then editing it can be a useful workflow when an apparatus or ...
Checklists: Editing an Existing Checklist
Purpose Statement This article guides module managers through the process of editing existing checklists in the First Due Assets module. Editing checklists allows administrators to maintain accurate, up-to-date inspection criteria for their agency's ...
Checklists: Activating/Deactivating a Checklist
Purpose Statement This article guides module managers through the process of activating and deactivating existing checklists in the First Due Assets module. Managing checklist activation status allows administrators to control which checklists are ...
Assets Module Setup: Apparatus Fleet Overview External Shared Link
Purpose To explain how to generate and manage the Apparatus Fleet Overview External Shared Link within the External Sharing Tab of the Assets Module Setup Tab. Video Navigation Navigate to Assets > Setup > External Sharing. A read-only view of the ...
Assets Module Setup: Notification
Purpose Statement The Notifications Tab in the Assets Module Setup allows module managers to configure automated email alerts for critical asset management events. This feature ensures timely communication about work orders, checklist requirements, ...