Getting Around Your Pre-Plans Display

Overview
The pre-plan interface consists of three main components that provide an organized workspace for efficiently managing pre-plans:
Quick Access Menu
Located on the left side, this menu provides access to:
- Pre-Plan details
- Tactical Summary
- Property info
- Remarks
- Signatures
- Reports and follow-ups

Key Information Bar
At the top of the screen, you'll see essential details at a glance:
- Risk Rating
- Pre-plan number
- Pre-Plan Status
- Property Status
- Due Dates
- Visit Duration

Main Workspace
This central area is where you'll perform most tasks:
- Review property details
- Check pre-plan dates
- See assignments
- Add markers
- Complete your pre-plan checklist

Related Articles
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Custom Ordering Fields in Pre-Plans
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