Setup
Assets Setup: Creating an Equipment Group
Purpose Statement Equipment Groups allow you to categorize equipment so users can quickly filter lists, streamline inspections, and improve reporting consistency. Background Information Common ways to group equipment include: Equipment type (SCBA, ...
Assets 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 Statement The purpose of this article is to demonstrate how to set up Preventative Maintenance (PM) for Equipment. Preventative Maintenance automates recurring work orders based on time and/or usage to improve readiness, reduce failures, and ...
Setting up Preventative Maintenance for Locations
Purpose Statement The purpose of this article is to demonstrate how to set up Preventative Maintenance (PM) for Locations. Preventative Maintenance automates recurring work orders to support station and facility upkeep using time-based and/or ...
Setting up Preventative Maintenance for Apparatus
Purpose Statement The purpose of this article is to demonstrate how to set up Preventative Maintenance (PM) for Apparatus. Preventative Maintenance automates recurring work orders based on time and/or usage to keep fleet vehicles service-ready and ...
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 Setup: Settings
Purpose Statement The purpose of this article is to explain each available settings booleans (toggles) within the Assets module Setup. Enabling a toggle activates the corresponding functionality as defined below, allowing agencies to configure ...
Assets Setup: FEMA Cost Codes
Purpose Statement The purpose of this article is to explain how to set up and manage FEMA Cost Codes in First Due so agencies can accurately track reimbursable costs during declared emergencies. Background Information FEMA Cost Codes help standardize ...
Work Order Boards Setup: Managing Work Order Boards
Purpose Statement The purpose of this article is to explain how to manage an existing work order board in the First Due Assets module. This includes reorganizing boards, editing board details, activating or deactivating boards, and permanently ...
Work Order Boards Setup: Creating a New Work Order Board
Purpose Statement The purpose of this article is to guide users through the process of creating a new Work Order Board in First Due. Work Order Boards allow departments to manage and track asset maintenance activities, including repairs, preventative ...
Assets Setup: Managing Kit Groups
Purpose Statement Kit Group management allows administrators to reorganize, edit, or delete existing kit groups to keep kit organization accurate across inspections, inventory, and reporting workflows. Background Information Kit group maintenance is ...
Assets Setup: Managing Location Groups
Purpose Statement Location Group management allows administrators to reorganize, edit, or delete location groups to reflect operational changes such as station realignments or facility updates. Background Information Location groups often change due ...
Assets Setup: Creating a Kit Group
Purpose Statement Kit Groups let you categorize kits so they’re easier to manage, filter, and assign across inspections, work orders, and kit-related workflows. Background Information Departments often group kits by: Function (Airway, Trauma, IV, ...
Assets Setup: Creating a Location Group
Purpose Statement Location Groups help you organize operational locations (such as stations or other asset locations) so users can filter and manage assets by where they’re assigned or stored. Background Information Location-based grouping is often ...
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 ...
Assets Setup: Managing Apparatus Groups
Purpose Statement Apparatus Group management allows administrators to reorganize, edit, or remove existing apparatus groups in the Assets module. This ensures apparatus groupings stay accurate as fleet assignments, station coverage, or operational ...
Assets Setup: Managing Equipment Groups
Purpose Statement Equipment Group management allows administrators to reorganize, edit, or remove existing equipment groups to ensure inspections, reporting, and asset visibility remain accurate. Background Information Equipment groups often need ...
Assets Setup: Creating an Apparatus Group
Purpose Statement Apparatus Groups let you categorize and filter apparatus records throughout the Assets module so users can quickly find the right vehicle(s) for checks, work orders, reporting, and dashboards. Background Information Many departments ...
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 Setup: Apparatus Fleet Overview External Shared Link
Purpose Statement To explain how to generate, manage, and use the Apparatus Fleet Overview External Shared Link within the External Sharing tab of the Assets Module Setup, enabling a read-only fleet overview for internal dashboards, station monitors, ...
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, ...