Adding & Editing Preplans

Adding & Editing Preplans


Adding Preplan Document(s)

To add a preplan document for a specific building/location, we first have to add the Address of that particular location in the Manage Addresses Page:

To add a new address, fill in the information on the right side of the screen:



Once the information is in place, select Save. The map will change to the correct location of the address.               

If the fields are already filled in when you access the Manage Accounts page, select +New… button to add a new address.

To continue adding a preplan document, head back to the Preplans page and select +New Preplan:



A pop-up will appear where you can search for the address and add any notes you wish before Saving:



Once you have saved the new Preplan Address, head to the List View to locate that address and select the yellow List button:



Once you select this button, both the address will appear on the right and the +Upload File button will illuminate:



Select the +Upload File button to display another pop-up where you can add a file from your computer:



From the pop-up window, you will be able to confirm you are adding for the proper address. To add a file, select Add Files to add a file from your computer.

Once you have select the appropriate file, it will appear in the pop-up and the Start Upload will illuminate. Press Start Upload:



As soon as you select, Start Upload the file will be uploaded to the system and associated to that address:



Accessing Preplan Documents

You will be able to access the document either from this page or through the Who’s Responding App. To access the document here, select the icon highlighted below.

This will display a pop-up where you will be able to see the document:



From this window, you will be able to download and print off the document.

However, the document will only show in this window if it is uploaded as a PDF. If it is a work document that is uploaded, the window will provide you with the option to download the document.


Editing or Deleting Preplans

To edit or delete preplan addresses or documents head to the List View in the Preplans page: 


Here you will be able to add a note to the address, delete the old document, add a new preplan document to replace the old one, or delete the address completely.

To add a note to an address:

Select the blue pencil associated to the address. A pop-up will appear where you can add any note:

Once the note is complete, select Save.

 

To delete a preplan document:

Find the address you wish to delete the document from, select the yellow list button and select the red trash can button associated with the document:

The system will ask for confirmation, select OK.

 

To delete the address completely:

Select the trash can associated with the address:

Again, the system will ask for confirmation, select OK.



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