Before conducting your pre-plan survey, verify all critical information for accuracy:
Reviewing Pre-Plan Details
Check the following information:
- Pre-Plan #: Fixed identifier (cannot be changed).
- Due Date: Deadline for completing this pre-plan.
- Assignee Information: Verify staff, station, and shift assignments are correct.

Verifying Tactical Summary and Property Info
These sections display data from the property page and can be edited during the pre-plan process:
- Property Info > Activities: Review previous pre-plans, permits, and inspections.
- Property Details > Inspection Info > Requires Pre-Plan: Verify this field is set correctly.


Important! If either the Preplan or Inspection requirement fields are incorrectly set to Off, your department may be liable in the event of an incident.
If your department requires additional information such as pre-plan alerts, navigate to Property Info > Custom and complete the required fields.