Pre Plan Organizer
Pre-Planning Module: Assigning, Completing and Administrating Preplans
Purpose To explain how to assign pre-plans, complete pre-plans and review submitted pre-plans Assigning Pre-Plans from Preplan Organizer Begin by navigating to Pre-Planning > Pre-Plan Organizer. If necessary, using the search field in the upper right ...
Pre-Plan Organizer Overview
Purpose: To provide a general overview of the Pre-Plan Organizer landing page. Related Articles Assigning and Administering Pre-Plans Video Directions 1. Navigate to Pre-Plan Organizer via the Pre-Planning Module. 2. When accessed, the Pre-Plan ...
Managing Secondary Addresses from the Pre-Plans Organizer
Purpose To explain how to manage secondary addresses from the Pre-Plan Organizer PERMISSIONS: To manage secondary addresses from the Pre-Plan Organizer, a user must have the following permissions: Navigation Navigate to Pre-Planning > Pre-Plan ...
Pre-Planning Module: Assigning and Pre-Planning as Users, Units and Teams
Purpose To explain the differences between pre-planning as a User, Unit or a Team and how to create, modify and delete Teams. Video Definitions The following roles can be assigned to complete pre-plans in First Due. Users: Individual personnel and ...
Editing Occupancy Addresses
Purpose To explain how to edit occupancy addresses. Permissions Users with the following permission enabled can edit can occupancy's address (Admin > Roles > Select a Role > Others > "Change Primary Address"). Navigation IMPORTANT: An occupancy's ...