Setup
Setup: Samsara Servies 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 Video Instruction Integration of Samsara services with First Due is a paid upgrade. As such, the feature and steps ...
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: ...
Equipment: Creating an Equipment Group
Purpose The purpose of this article is to demonstrate how to create a new Equipment Group and set default fields for Equipment Type, FEMA Cost Code, and ISO Classification within same. Video Instruction 1. Click on Setup from within the Assets ...
Checklists: Assigning and Scheduling Checklists for Apparatus, Equipment, Stations, or Kits
Purpose To explain how to assign and schedule checklists in the First Due Assets module. Video Instruction 1. Select Setup from the Assets Module. 2. Select Check List then, the Checklist Scheduler. 3. Select Add Schedule. 4. Name the schedule. 5. ...
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. Video Directions 1. Select Assets 2. Click on Setup. 3. Click on Settings. Enable ...
Configuring Preventative Maintenance for Apparatus.
Purpose The purpose of this article is to guide you in setting up preventative maintenance to automatically generate work orders for apparatus. Currently, Work Orders for Preventative Maintenance can only be setup for Apparatus. The ability to ...
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. ...
Assets Module Setup: Importing an Asset Checklist Via a .csv File
Purpose The purpose of this article is to inform users how to import an asset checklist in the Assets Module Setup using the First Due Checklist Import Template. Video Directions 1. Click on Assets. 2. Click on Setup. 3. Click on Check List. 4. Click ...
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 The purpose of this article is to inform users how to create an asset checklist in the Assets Module Setup. Video Directions 1. Click on Assets. 2. Click on Setup. 3. Click on Check List. 4. Click on Add Check List. 5. Complete the following ...
Apparatus: Scheduling Checks Based on Apparatus Status
Purpose The purpose of this article is to inform users how to create a checklist so that the checklist schedule can differ based on the status of the apparatus. Idea: This feature will allow users to discontinue daily apparatus checks for vehicles ...
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 Fluid Types
Purpose The purpose of this article is to inform users how to manage an existing fluid type in the First Due system. This article will cover how to edit, delete, and bulk delete existing fluid types in First Due. Video Directions 1. Click on Assets. ...
Apparatus: Creating a Fluid Type
Purpose The purpose of this article is to inform users how to create a fluid type in the First Due system. Fluid types allow users to track how much, what types, and costs of fluids that are added to an apparatus. Video Directions 1. Click on Assets. ...
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 The purpose of this article is to inform First Due users how to export a checklist from the First Due system to a .csv file. Video Directions 1. Click on Assets. 2. Click on Setup. 3. Click on Checklist. 4. Locate the checklist that is to be ...
Checklist: Deleting/Archiving a Checklist
Purpose The purpose of this article is to inform First Due users how to delete/archive a checklist in the First Due Assets module that is no longer needed. Info: Checklists that have not been utilized or completed will be deleted from the First Due ...
Checklist: Duplicating an Existing Checklist
Purpose The purpose of this article is to inform First Due users how to duplicate an existing checklist in the First Due Assets module. Idea: Duplicating an existing checklist and then editing can be a useful workflow when an apparatus or piece of ...
Checklist: Editing an Existing Checklist
Purpose The purpose of this article is to inform First Due users how to edit an existing checklist in the First Due Assets module. Video Directions 1. Click on Assets. 2. Click on Setup. 3. Click on Checklist. 4. Locate the checklist that is to be ...
Checklist: Activating/Deactivating a Checklist
Purpose The purpose of this article is to direct First Due users how to activate/deactivate an existing checklist in the First Due Assets module. Video Directions 1. Click on Assets. 2. Click on Setup. 3. Click on Check List. 4 (a). To deactivate an ...
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 To explain the functions and options within the Notifications Tab of the Assets Module Setup Tab. Video Directions 1. Click on Assets. 2. Click on Setup. 3. Click on Notification. 4. Notifications will be sent from the email address ...