Creating Pre-Plan Surveys
You can create new pre-plans as follows:
- When adding a new property: You can create a new pre-plan survey automatically as the property is created.
- From the individual property page: Use the Create Pre-Plan icon at the top of the property page.
Related Articles
Creating Pre-Plan Categories
If this page isn't viewable, you can download the pdf by clicking Attachments above. This tutorial will help you understand the process of creating Preplan topics and categories. Go to Properties--Pre-Plan Categories. Double-click the Main topic ...Assigning Pre-Plan surveys to stations and shifts
Go to the property module, pre-plan assignment. Use the filter to narrow the surveys to view below. By Selecting the assignment button the drop-down box changes. Once the station is selected, you will see their assigned surveys, also on the left you ...Preparing the Pre-Plan
For the comprehensive user guide articles check out the Properties module in our documentation portal: https://docs.eprfireworks.com/properties/v1-5-2-1/preparing-for-the-pre-plan Overview Before conducting your pre-plan survey, verify all critical ...Initiating Pre-Plans
For the comprehensive user guide articles check out the Properties module in our documentation portal: https://docs.eprfireworks.com/properties/v1-5-2-1/initiating-pre-plans Overview After verifying property information, proceed with marking the ...Custom Ordering Fields in Pre-Plans
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