FIRE BRIDGE VERSION 5.8

Transcription

1 FIRE BRIDGE VERSION 5.8 SERVICE ADMINISTRATOR GUIDE ImageTrend, Inc Kensington Blvd. Lakeville, MN Tel: (952) Toll Free: (888) Fax: (952)

2 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 2 Copyright Fire Bridge Version 5.8 Copyright 2013 ImageTrend, Inc. All rights reserved. Fire Bridge Viewer contains copyrighted materials licensed from various copyright owners. Fire Bridge Viewer contains copyrighted materials, which are licensed to you, the end user, for your personal use subject to the terms of the enclosed end user license agreement. You must treat this software and its contents like any other copyrighted material, such as a Portfolio or musical recording. Any other use, duplication, or distribution of this product or its contents may violate applicable U.S. or international copyright laws, and may subject you to prosecution under penalty of law. Fire Bridge logo is a trademark of ImageTrend, Inc. NOTICE Unless otherwise provided by written agreement with ImageTrend, Inc., this publication, and the software sold with this publication, are provided as is without warranty of any kind either expressed or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. The entire risk arising out of the user or performance of this publication and software remains with you. In no event will ImageTrend, Inc., or any of its suppliers, be liable for any lost profits, lost savings, direct, incidental or indirect damages or other economic or consequential damages, even if ImageTrend, Inc. or its suppliers have been advised of the possibility of such damages. ImageTrend, Inc. reserves the right to modify this document at any time without obligation to notify anyone. International Code Council Copyright This software contains information which is proprietary to and copyrighted by or licensed to International Code Council, Inc. The portions of information copyrighted by or licensed to the International Code Council, Inc., have been obtained and reproduced with permission. The acronym ICC, the ICC logo, IFC, are federally protected trademarks and service marks of ICC. All other code titles are the trademarks and services marks of the International Code Council, Inc. ALL RIGHTS RESERVED. Without advance written permission from the International Code Council, Inc., no part of the International Code Council, Inc. s copyrighted or licensed material may be reproduced, distributed or transmitted in any form of by any means, including, without limitation, electronic, optical or mechanical means (by way of example and not limitation, photocopying, printing, or recording by or in an information storage retrieval system). For information on permission to copy the International Code Council, Inc. materials, please contact: Publications, 4051 West Flossmoor Road, Country Club Hills, IL Phone ICC-SAFE ( ).

3 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 3 Table of Contents COPYRIGHT... 2 TABLE OF CONTENTS... 3 Introduction to Fire Bridge CHAPTER OVERVIEW OVERVIEW OF THE FIRE BRIDGE APPLICATION SYSTEM REQUIREMENTS Web/Application Server Hardware Operating Systems Supported Web Server Software Additional Service Software Additional Application Software Database Server Hardware Database Software Internet Browser Requirements for End Users FIRE BRIDGE ENVIRONMENT NAVIGATING THE SETUP PAGE ADMINISTRATION AND PERMISSIONS RECORD KEEPING LOGIN Forgetting Your Password or Username PERSONALIZING THE DASHBOARD Posting a Message for your Service on the Dashboard ACCESSING HELP Service Information and Setup CHAPTER OVERVIEW SETTING UP AUTOMATIC CALL NUMBERS ENABLING AND DISABLING EXPORTS SETTING UP CALL HOUR ADMINISTRATION WORKING WITH LEAVE OF ABSENCE REASONS SETTING A DEFAULT DATE RANGE FOR RUN HISTORY SEARCHES SETTING UP RUN LOCKING SETTING UP CATEGORIES FOR DOCUMENTS Adding a New Document Category Editing an Existing Document Category MANAGING CONTACTS Adding a Contact Editing a Contact Record... 38

4 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e SETTING UP THE LOCATION MAP WORKING WITH LOCATION/OCCUPANT/CONTACT GROUPS Adding a Group Editing a Group WORKING WITH LOCATION, OCCUPANCY AND INSPECTION QUESTIONS Adding a Question Editing a Question MERGING OCCUPANTS WORKING WITH CUSTOM QUESTIONS Organizing Custom Questions on Run Forms Viewing and Editing Special Study Questions Adding a New Special Study Question VIEWING AND EDITING BASIC SERVICE INFORMATION WORKING WITH STATIONS Viewing and Editing Station Information Adding a New Station Setting a Default Station WORKING WITH VEHICLE INFORMATION Viewing and Editing Vehicle Information Viewing and Entering Vehicle Mileage Adding a New Vehicle WORKING WITH ZONES OR DISTRICTS Adding a Zone or District Record Editing a Zone or District Record WORKING WITH ALARMS Adding a New Alarm Editing an Existing Alarm WORKING WITH CENSUS TRACTS SETTING UP OPTIONAL MODULES ON FIRE RUN FORMS MANAGING STREET AND HIGHWAY NAMES Adding a Street Name Turning on the Address Lookup Feature SETTING NFIRS FIELD DEFAULTS WORKING WITH PAY RATES Adding a Pay Rate Editing a Pay Rate WORKING WITH SHIFTS AND PLATOONS Adding a Shift or Platoon Editing a Shift or Platoon Record... 64

5 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e WORKING WITH CONTRACT RESPONSE DEPARTMENTS WORKING WITH MUTUAL AID DEPARTMENTS WORKING WITH INSPECTIONS SETUP Setting Up Auto Inspection Numbers Working with Inspection Types Working with Inspection Violation Codes Adding Inspection Violation Codes Editing Inspection Violation Codes Working with Inspection Violation Letters Downloading fyireporting Designer Downloading a Template to Work With Uploading a Finished Template Configuring Fire Inspections Client Settings DOCUMENTING TIMES WITH NO FIRE CALLS TO REPORT Documenting No Fire Calls Documenting Non-Fire Related Calls Working with Training and Activities Information CHAPTER OVERVIEW WORKING WITH TRAINING AND ACTIVITY CATEGORIES Viewing and Editing Categories Adding Categories Setting Access to Categories WORKING WITH TEMPLATES Adding New Templates Viewing and Editing Templates SETTING UP TRAINING/ACTIVITY TOPICS Creating a New Topic Editing a Training/Activity Topic SETTING TRAINING AND ACTIVITY TIME CALCULATIONS WORKING WITH TRAINING RECORDS Viewing and Editing Training Records Adding Training Records WORKING WITH ACTIVITIES RECORDS Viewing and Editing Activity Records Adding Activities Records Working with Staff Information CHAPTER OVERVIEW STAFF PROFILE INFORMATION The Demographics Tab

6 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 6 Signing Up for ImageTrend Notifications The Employment Tab The Certifications Tab The Permissions Tab The Emergency Contacts Tab The Equipment Tab The Training Tab The Documents Tab VIEWING AND EDITING STAFF PROFILE INFORMATION Viewing and Editing Basic Profile Information ADDING STAFF PROFILES WORKING WITH SHIFT SETUP Viewing and Editing Shift Setup Adding New Shifts Working with Incident Information CHAPTER OVERVIEW COMPLETING RUN REPORTS Run Form Tabs Run Form Tools Understanding Validity ADDITIONAL RUN FORM OPTIONS Adding Exposures to a Run Report Adding QA/QI Notes to a Run Report Adding Addendums Adding Attachments Adding a Hazmat Operations and Billing Packet VIEWING AND EDITING PAST RUN REPORTS Working with the Incident List Overview of Incident List Options Searching for Incidents from the Incident List Setting the Refresh Frequency Creating a View Keyboard Shortcuts for the Incident List Working with Run History Editing the Run History Display Options Working with Run History Results UPDATING MULTIPLE RUNS Printing Multiple Runs Updating the Status of Multiple Runs

7 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 7 Locking and Unlocking Multiple Runs ACCESSING PRE-CREATED SERVICE REPORTS Communicating with the Fire Bridge CHAPTER OVERVIEW VIEWING MESSAGES IN THE INBOX REPLYING TO MESSAGES IN THE INBOX SENDING NEW MESSAGES FLAGGING MESSAGES FOR FOLLOW UP DELETING MESSAGES SUBMITTING FEEDBACK TO IMAGETREND Guidelines Submitting a New Idea Voting for an Idea Removing Votes for an Idea Commenting on an Idea VIEWING DOCUMENTS EDITING DOCUMENT INFORMATION ADDING NEW DOCUMENTS DELETING DOCUMENTS Working with Locations and Occupants CHAPTER OVERVIEW OVERVIEW OF LOCATION, ORGANIZATION AND OCCUPANT PROFILES VIEWING LOCATION INFORMATION ADDING LOCATIONS EDITING LOCATION PROFILES Editing Basic Location Information Editing Building Information Adding Location Contacts Editing Location Contacts Updating Contact Order ADDING OCCUPANTS EDITING OCCUPANT PROFILES Components of an Occupant Record Editing Basic Occupant Profile Information Adding Occupant Contacts Editing Occupant Contacts Adding Inspections Editing Inspections Editing Maintenance Information

8 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 8 Adding Occupant Task Records SUMMARY OF PRE-PLAN INFORMATION WORKING WITH PLANS AND BUILDING INFORMATION Generating a Pre-Plan Report Editing Overview Information Working with Building Information Categories Adding Building Information Records WORKING WITH ON-SITE MATERIALS MAPPING A LOCATION WORKING WITH HYDRANT RECORDS Adding a Hydrant Record to a Location Viewing and Editing Existing Hydrant Records WORKING WITH HAZMAT RECORDS Viewing and Editing HazMat Records Creating New HazMat Records WORKING WITH SPRINKLERS Adding Sprinkler Records WORKING WITH LOCATION DOCUMENTS Viewing Documents Editing Document Information Adding New Documents Deleting Documents MANAGING ORGANIZATIONS Managing Inspections CHAPTER OVERVIEW Inspection Code Copyright Information OVERVIEW OF INSPECTIONS VIEWING INSPECTIONS Viewing Inspections: From the Inspections Page Viewing Inspections: From the Occupant Profile COMPLETING INSPECTION RECORDS Adding an Inspection Basic Form from the Inspections Page Adding an Inspection from the Occupant Profile Completing Supplemental Forms The Occupancy Record Reporting Violations Updating Violation Records Attaching Additional Documents Working with Inventory

9 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e CHAPTER OVERVIEW INTRODUCTION TO IMAGETREND S INVENTORY MODULE CONFIGURING YOUR DASHBOARD OVERVIEW OF PRODUCT CATEGORIES, PRODUCTS AND ITEMS OVERVIEW OF SITES VIEWING SITES ADDING A SITE ADDING A PRODUCT TO A SITE ADDING A SITE WITHIN A SITE ADDING A DOCUMENT TO A SITE OVERVIEW OF A PRODUCT VIEWING A PRODUCT RECORD Locating a Product Record with a Barcode Scanner ADDING A PRODUCT TO THE SYSTEM Adding a Product through a Barcode Adding Photos to a Product EDITING A PRODUCT RECORD ADDING A DOCUMENT TO A PRODUCT OVERVIEW OF AN ITEM Viewing Item Statistics ADDING AN ITEM TO THE SYSTEM Adding an Item from a Product Record Adding an Item from the Items Page COPYING AN ITEM EDITING ITEM INFORMATION VIEWING AN ITEM S RECORD Locating Items with a Barcode Scanner ADDING A DOCUMENT TO AN ITEM ALLOCATING AN ITEM Marking an Allocated Item as Returned VIEWING REPAIR INFORMATION FOR AN ITEM VIEWING THE TRANSACTION LOG FOR AN ITEM VIEWING USAGE OF AN ITEM ADDING A USAGE RECORD FOR AN ITEM WORKING WITH MULTIPLE ITEMS Deleting Multiple Items Moving Multiple Items Allocating Multiple Items Updating Item Information for Multiple Items

10 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 10 Updating Item Details for Multiple Items Adding Maintenance Records for Multiple Items OVERVIEW OF MAINTENANCE RECORDS VIEWING A MAINTENANCE RECORD ADDING A MAINTENANCE RECORD Adding a Maintenance Record from the Item Profile Adding a Maintenance Record from the Maintenance Tab Documenting Maintenance Specifications Recording Repairs for a Maintenance Record Adding a Document for a Maintenance Record ADDING A REPAIR FOR AN ITEM SETTING UP PRODUCT CATEGORIES ADDING A MANUFACTURER ADDING A PRODUCT ATTRIBUTE ADDING A VENDOR ADDING REPAIR STATUSES ADDING A MAINTENANCE STATUS ADDING A MAINTENANCE CATEGORY ADDING SPECIAL DATA CATEGORIES ADDING CUSTOM QUESTIONS ADDING DOCUMENT TYPES ADDING FUNDING SOURCES Working With Checklists CHAPTER OVERVIEW VIEWING CHECKLISTS SETTING UP ITEMS FOR CHECKLISTS SETTING UP CATEGORIES FOR CHECKLISTS Adding a New Category Adding Category Members SETTING UP A NEW CHECKLIST UPDATING A CHECKLIST Adding an Instance Updating the Items on a Checklist FILLING OUT A CHECKLIST Importing and Exporting Data CHAPTER OVERVIEW INTRODUCTION TO DATA EXCHANGE RUNNING A NFIRS EXPORT Working with Report Writer

11 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e CHAPTER OVERVIEW SUMMARY OF REPORT WRITER TYPES OF REPORTS REQUESTING STANDARD REPORTS AND CHARTS ADDITIONAL STANDARD REPORT OPTIONS Adding Favorite Reports Printing Reports WORKING WITH TRANSACTIONAL REPORTS Step One: Selecting a Category Step Two: Selecting Columns Changing the Column View (Optional) Step Three: Setting Display Options (Optional) Step Four: Setting Grouping Rules (Optional) Step Five: Setting Sorting Rules (Optional) Step Six: Setting Criteria and Filters (Optional) Step Seven: Changing the Appearance of the Report (Optional) Step Eight: Viewing the Report Step Nine: Saving the Report (Optional) Step Ten: Deleting the Report (Optional) Step Eleven: Assigning Permissions (Optional) Step Twelve: Scheduling Reports (Optional) Step Thirteen: Exporting and Printing Reports (Optional) Glossary GLOSSARY Help and Support HELP AND SUPPORT Before Contacting ImageTrend Contacting ImageTrend Technical Support

12 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 12 CHAPTER 1 INTRODUCTION TO FIRE BRIDGE

13 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter will cover basic information about the purpose, structure and technical requirements of the Fire Bridge and the roles of individuals given administrative capabilities for the application. 1.2 Overview of the Fire Bridge Application The ImageTrend Fire Bridge is a Web-based system dedicated to the collection, analysis and reporting of data associated with fire incidents. The Fire Bridge allows system users to satisfy reporting requirements easily. Online NFIRS forms allow users to enter incident data once and use the data for NFIRS reports, service reports and reviews of past incidents. Information in the system can be automatically entered into NFIRS forms, minimizing the amount of time needed to complete a form. Some of this information can be entered into the system before an incident happens, while other information is copied from form to form to prevent entering data multiple times for different forms relating to the same incident. The Fire Bridge acts as a data storage area, collecting information from incident reports and other data entry by users and administrators. Users can access this information for reference, to create reports for performance analysis, or to manage inspections, staff certifications, location information, and communication. The system is NFIRS-compliant, automatically collecting all information required by the national database. The Fire Bridge system has the capability to be expanded to a system that collects EMS data in addition to fire data; for this reason, you may see sections throughout the system that pertain specifically to EMS data collection and will not make any changes to the system as it currently is. These sections will be noted in this manual, and you will not need to work with those sections. 1.3 System Requirements Web/Application Server Hardware Recommended ImageTrend Hosted Dual Quad Core Processors Dual Quad Core Processors 8-16 GB RAM 32 GB RAM 100 GB Available Hard Disk Space SAN Data Storage RAID 5 SCSI Hard Drives with OS and Data Partitions Blade Servers with Microsoft Hyper-V Operating Systems Supported (not required if hosted by ImageTrend) Microsoft Windows 2003 R2 Server Microsoft Windows 2008 R2 Server (recommended) Web Server Software (not required if hosted by ImageTrend) Microsoft IIS version 6.0, 7.5 or later Additional Service Software (not required if hosted by ImageTrend) Microsoft.NET Framework 3.5 SP1 Microsoft.NET Framework 4.0

14 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 14 Microsoft Tablet PC SDK Additional Application Software (not required if hosted by ImageTrend) Adobe ColdFusion 9 Enterprise Database Server Hardware A separate database server is required (unless hosted by ImageTrend) Required Recommended 2 GHz Processor Dual Quad Core Processors 4 GB RAM 8 16 GB RAM 40 GB Available Hard Disk Space 80 GB Available Hard Disk Space RAID 5 SCSI Hard Drives Database Software 64-bit software is recommended. Microsoft SQL Server 2005 Microsoft SQL Server 2008 Microsoft SQL Server 2008 R2 (recommended) Internet Browser Requirements for End Users Microsoft Internet Explorer 7.0 and above Other browsers that support Mozilla 4.0 and above Adobe Flash 8 or higher (recommended) Adobe Reader 8 or higher (recommended) Silverlight 4

15 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Fire Bridge Environment The Fire Bridge allows system users to view a variety of information about the fire service and enter information for new run reports. Upon logging in, users will see several tools for navigation in the header at the top of the page. The links in the top left will bring you between modules and will display the same options no matter what the user is doing with the Fire Bridge. Additional links may be available depending on which modules you have access to. If you have access to many different modules, some of them may be included under the More link. Additional options in the top right allow you to edit your profile, search for run reports or services, access your inbox and log out. My Fire Department or Fire Departments provides access to service specific functions for service administration, individual run (incident) reporting and standard reports. Data Exchange allows administrators to import new information to the system from particular formats or export data gathered in the system to a supported format. Report Writer 2.0 provides access to the new Report Writer for working with standard, search, ad hoc and multi-dimensional reporting. User Voice provides access to a forum where you can leave and vote for suggestions for the Fire Bridge and associated modules. Help provides access to ImageTrend University, where you will find educational videos and downloadable text guides to help you use the Fire Bridge. The username in the top right opens the currently logged-in user s profile. The number icon in the top right opens your inbox. This number changes based on the number of unread inbox messages you have. The Search icon in the top right allows you to search for run reports based on run number. The Maximize/Minimize icon in the top right allows you to toggle between collapsing the top area of the page (which contains the tabs) to show more of the page content or showing it again. Logout will log the user out of the application.

16 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 16 The tabs allow you to access pages and sections within the module you have selected from the links at the top of the page. These tabs will change depending on the module you are working within. You can hover over any tab displaying an arrow to view a list of sections you can open. Many users will work primarily with the tabs available in the My Fire Department (or Fire Departments) section. Dashboard brings you to your Dashboard for this service. Incidents opens a drop down menu that allows you to jump to the page to add a new incident or search run history. Modules opens a drop down menu that allows you to open any of the sections available for your service, such as the Locations, Occupants, Inventory or Training modules. The modules available here may differ from those shown in this manual based on your level of access to the system and the modules that your service uses. Staff brings you to the Staff page for this service, with a list of all staff members. This option may not be available to you, depending on your level of access to the system. Setup brings you to the setup options for your service on the system. You may not be able to access or make any changes within this section, based on your level of access to the system. To return to the home page for this service at any time, from the top toolbar, click My Fire Department or, if available, the Dashboard tab.

17 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Navigating the Setup Page The Setup tab is where you make most of the changes to your service. All of the settings are broken up into categories and nested in lists. You can access most of the configuration and setup options for your service and its resources through the Setup tab. You can access the options under the Setup tab at any time by clicking the Setup tab within the My Fire Department section. You can use the Search text box above the categories to find the setting you need, or you can click on a category name to reveal a sub menu underneath. Clicking on one of these sub-menu items will reveal the particular settings grouped there. NOTE: When you are in a configuration page for a certain item, all other configuration pages can be accessed from the left menu. 1.6 Administration and Permissions Access to the Fire Bridge system is controlled by permissions, which determine how much access people have to each section of the system. Service administrators generally have the ability to change the setup of the Fire Bridge for their own service, allowing the application to be configured to fit each service s needs. Each service may have customized administrative roles, so not all administrators may be able to complete all functions or even see all features detailed in the manual. While this manual provides instruction for the most common permissions for fire service administrators, you service may have different requirements and needs that cannot be addressed here. If you see a section within the manual detailing information that you cannot see but would like to be able to access, please talk with your state administrator; this is most likely a section that is restricted by permissions. If you find a section that allows you to do more than is covered in this Service Administrator Guide, please refer to the System Administrator Guide for information about tasks for higher permission levels.

18 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Record Keeping Most information that has been added to the Fire Bridge system can also be deleted from the system. However, deleting information is strongly discouraged, as deleted profiles or records can cause previously finished records to become incomplete. Once a record or profile is deleted from the system, all other records or reports containing information from the deleted profile will also lose the deleted information. For instance, if a staff member s profile is deleted, all run reports that the staff member has ever completed will no longer contain that staff member s information. All profiles and records that may be used in documentation will allow administrators to make the record inactive, which allows administrators to keep the record from being used within the system but still keeps the information within the system and allows records to be complete. This option is recommended in place of deleting any records. 1.8 Login Before you can work with the Fire Bridge system in any way or access any information, you need to log in to the system. The state has assigned you a username and password that will allow you to access the system. If you do not have a username and password, you should contact your system or state administrator; only they will have the authority to provide you with login information. 1. In your Web browser, go to the URL provided for the Fire Bridge system. The ImageTrend Fire Bridge page appears.

19 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the System Login section in the middle of the page, in the Username text box, type the username you were provided by the state. 3. In the System Login section, in the Password text box, type your password for the system. HINT: Initially, you should be provided with a password from the state or through your service. After you have logged in once, the system will require you to change your password. 4. Below the Username and Password fields, click Submit. The data privacy statement appears. 5. Read the data privacy statement. NOTE: Agreeing to the terms automatically creates a user history and audit trail of site access to comply with HIPAA requirements. 6. If you agree, to log in to the system, click Yes. You are logged and the home page of the Fire Bridge system is displayed.

20 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 20 Forgetting Your Password or Username If you forget your login information, the system can you your username and password as long as your profile has been set up with a current address. If you do not have a current address included in your user profile, you will need to contact your state or service administrator to receive your login information. 1. In your Web browser, go to the URL provided for the Fire Bridge system. The ImageTrend Fire Bridge page appears. 2. In the middle of the page, in the System Login section, click the CLICK HERE IF YOUR FORGOT YOUR PASSWORD link. The Forget Your Password? window appears. 3. In the Address text box, type the address that is listed in your Fire Bridge profile. 4. Click Send. The system will send your login information to the address you entered. 1.9 Personalizing the Dashboard The Dashboard is the page that will appear when you first open the Fire Bridge or when you return to the My Fire Department section. The Dashboard offers a collection of widgets that you can use to arrange your Dashboard so that you see information that is important to you when you first log in. You can select which widgets you want to see and move them on the Dashboard, and those settings will be displayed for you each time you log in. 1. If needed, click the Dashboard tab.

21 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To view a list of all widgets that can be displayed, from the My Dashboard bar, click Display Preferences. A list of available types of widgets appears. 3. Click the type of widget you want to add. A list of available widgets appears. 4. From the list that appears, to display one of the widgets on the page, select the corresponding checkbox. 5. To hide a widget that is currently displayed on the page, deselect the corresponding checkbox. 6. When finished, to hide the list, click Display Preferences again.

22 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To save your chances so that the Dashboard appears like this the next time you log in, click Save. 8. To move elements, hover the mouse directly above the widget s title until it becomes a four-sided arrow. 9. Click and drag the element to its new place on the page; all other elements will automatically move to accommodate the new layout.

23 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished adding/hiding or moving widgets, click Save. NOTE: The Save link does not appear until you have made changes to the Dashboard. Posting a Message for your Service on the Dashboard Every Dashboard will have widgets available that each Fire Bridge user can arrange and display according to their personal preferences. These widgets include a Service Notifications and System Notifications widget. For Fire Bridge users who have service administrator or system administrator level permissions, this widget will display a link that allows you to create a message that will be displayed in this widget for everyone in your service or system. This message will not be displayed to individuals who have chosen to hide the Service Notifications or System Notifications widgets. 1. Open your Dashboard. 2. Locate the Service Notifications or System Notifications widget, as appropriate. 3. Click the Edit link.

24 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 24 A pop up window appears with a WYSIWYG editor. 4. Enter the notification information into the text box. NOTE: Users will see the notification as it is displayed in this text box, including formatting. If you delete information that is included in this text box from previous notifications, it will no longer be displayed. 5. When finished, click Save. The notification information is updated and will be displayed on the Service Notifications widget for everyone in your service or the System Notifications widget for everyone in your system Accessing Help Various videos, manuals and help articles are available to you through ImageTrend University. You can open ImageTrend University at any time from your Fire Bridge to find help content. 1. From the top left, click Help. ImageTrend University appears in a new window or tab. HINT: Depending on the number of modules you have access to, you may have to click the More link to see the Help link.

25 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 25 NOTE: Depending on the page you clicked the Help link from, you may see the home page for the application you were working with, or an article related to the page you were viewing may open directly in the viewing window. 2. To view an article listed in the viewing pane, click the name of the article. 3. To browse through the articles available, use the left menu to expand the desired product and category until you locate an article to view.

26 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 26 HINT: You can expand any category that you so not see articles underneath by clicking its name. To collapse it, click its name again. 4. To view a specific article, click its name. The article appears in the main viewing window.

27 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To jump to a related article, click the name of the article. NOTE: Not all articles will have related articles listed. 6. To search for an article by name or keyword, a. Type the search terms in the Enter keyword(s) text box at the top of the page. b. Click Search. A list of articles containing your search terms appears.

28 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 28 c. To move between pages of search results, click the Next and Previous links at the bottom of the viewing pane. d. When you see an article you want to look at, click the name of the article.

29 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 29 CHAPTER 2 SERVICE INFORMATION AND SETUP

30 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter explains how administrators can access, change and add information about their service and its resources in the Fire Bridge. Setting up the service information can make data collection much easier, and can provide an easy reference for users who need to access data about the service. 2.2 Setting Up Automatic Call Numbers You can set up a format for automatic call numbers, which will be added to each run form to ensure that no run form has the same number. Your format for auto call numbers should be different from any other system submitting to the same database (e.g., if you are submitting to a state system). 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears. 4. Under Configuration, select Auto-Call Number. The Auto Call Number Setup page appears. HINT: Since the Fire Bridge system does not record EMS runs, you do not need to complete the EMS Auto Call Number Setup section.

31 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To set up automatic call numbers for fire run forms, a. In the Fire Auto Incident Number Setup section, in the Auto Incident Number section, select On. b. From the Date Format drop down menu, select the format for the date information that will be included in the call number. c. From the Auto-Number Format drop down menu, select the number of digits that will be used at the end of the number. HINT: These numbers will automatically increase by one with each incident report that is entered. d. To start the last numbers of the call number over at 0 based on a period of time, from the Reset Auto Number drop down menu, select how often to reset the number. e. To manually set the next number that will be automatically generated, in the Next Auto Number text box, type the next number. 6. If your fire incident numbers will contain letters or special characters, to automatically generate a valid NFIRS number for those runs, in the Auto NFIRS Number Setup section, select On. 7. When finished setting up automatic number formats, to save the changes, click Submit. 2.3 Enabling and Disabling Exports If your agency exports information (to a state or to billing software), you may need to enable exports. This setting allows you to determine whether your service s information can be exported from the Data Exchange section of the Rescue Bridge. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears. 4. Under Configuration, select Data Exchange Export. The Data Exchange Export Setup page appears. 5. To enable your service s information to be exported through the Data Exchange, select On. OR To prevent your service s information from being exported through the Data Exchange, select Off. 6. When finished, click OK. The changes are saved. 2.4 Setting Up Call Hour Administration Administrators can set whether this service tracks calls by the exact amount of time spent on a call or assigns a set amount of time to each call 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears.

32 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under Configuration, select Call Hour. The Call Hour Administration page appears. 5. Select the desired call hour tracking option. 6. If the second option is selected, in the Minutes text box, type the desired number of minutes that should be assigned for each call. 7. Click OK. 2.5 Working with Leave of Absence Reasons Administrators can add reasons for leaves of absence, which can then be used when recording a leave of absence on a staff member s profile. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears. 4. Under Configuration, select Leave of Absence. The Leave of Absence Setup page appears. 5. To add a new reason, in the Add New Reason row, type the reason and its desired order in the list of reasons. 6. Click OK. 7. To remove a reason, select the corresponding Delete checkbox. 8. Click OK. 9. To change a reason s information, in the text boxes, make the desired changes. 10. Click OK. 2.6 Setting a Default Date Range for Run History Searches When searching run history, a default date range automatically appears for the search. You can set up the length of time before the current date that should be automatically entered for searches. 1. From the top left, click My Fire Department.

33 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears. 4. Under Configuration, select Run History. The Run History Incident Date Range Default page appears. 5. From the Run History Incident Date Range Default drop down menu, select the desired time period before the current date that should be selected as the default date range. 6. Click OK. 2.7 Setting Up Run Locking You can choose to automatically lock runs for editing a certain number of days after they are created. If this option is not available, it may be set up by the system administrator in the Administration section. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears. 4. Under Configuration, select Run Locking. The Runs Locking Option page appears. 5. In the Number of Days text box, type the number of days that should pass before a run is locked. 6. Click OK. 2.8 Setting Up Categories for Documents You can create categories to organize and control access to documents that you add to staff profiles. After setting up a new category, you can assign which permission groups should be able to access documents that are assigned to that category. Adding a New Document Category You can set up new document categories for your service as needed. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears.

34 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under Configuration, select Document Categories. The Document Categories page appears. 5. In the Name text box, type the name of the category. 6. In the Permissions scroll list, select all permission groups that should be able to view documents in this category. HINT: To select multiple permission groups, press and hold the Ctrl key while clicking each desired permission group. 7. Click Submit. The document category is saved. Editing an Existing Document Category You can make changes to which permission groups can view documents in a category that has already been created. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Configuration. A sub-menu appears.

35 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under Configuration, select Document Categories. The Document Categories page appears. 5. Click the Edit button for the category you want to work with. The category opens. 6. To select another permission group, press and hold the Ctrl key while clicking each desired permission group. 7. To remove access for a permission group that current has access to this category, click the name of that permission group. The permission group is deselected. 8. When finished, click Submit. The changes are saved.

36 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Managing Contacts Whenever you create a contact record for a location or occupant, that contact record will be available both from the appropriate location and occupant profile and from the Manage Contacts section. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Contacts. The Manage Contacts page appears.

37 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 37 Adding a Contact You can add a new contact in this section without associating that contact with any location or occupant. 1. From the Manage Contacts page, click Add Contact. The Add Contact page appears. 2. In the Contact Name section, enter this contact s name. 3. In the Business Name text box, type the name of the business or organization this contact is with. 4. In the Street Address, Apt/Suite and/or P.O. Box fields, enter the contact s address. 5. From the Favorite Location drop down menu, select the appropriate city, county and state. OR a. In the Postal Code text box, type the zip code. b. Click Update Now. 6. In the text box, type this contact s address.

38 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Active Status section, select whether this contact should be active and visible to all users or inactive and only visible to administrators within this section. 8. In the Phone Numbers section, enter all known phone numbers for this contact. 9. In the Miscellaneous Information section, enter all additional information about this contact. 10. If your agency uses contact groups, in the Contact Groups section, select all groups that this contact should be included in. HINT: To select multiple groups, press and hold the Ctrl key while clicking each desired group. 11. In the Notes section, type any additional information. 12. Click OK. The contact is added to the system. Editing a Contact Record You can make changes to a contact record from the Manage Contacts page as well as from the occupant or location that the contact is associated with. 1. From the Manage Contacts page, click the name of the contact to edit. A summary of the contact s profile appears. 2. Make any desired changes to the contact s profile. 3. From the bottom of the page, click OK. The changes are saved Setting Up the Location Map You can choose whether location profiles should automatically include a small map of the location. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears.

39 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Fire section, select Location Map. The Location Map Setup page appears. 5. In the Location Map section, select whether the location map should be displayed or not. 6. When finished, click Submit. The changes are saved Working with Location/Occupant/Contact Groups Location, occupant and contact groups provide your fire department with an organizational tool to help you manage locations, occupants or contacts that have something in particular in common. You can create as many groups as desired and assign records to those groups to help you find records that are related in some way. Adding a Group 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Location/Occupant/Contact Groups.

40 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Group. The Group Setup page appears. 6. In the Group Description text box, type a name for the group. 7. From the Group Type drop down menu, select the type of records this group should organize. 8. In the Active section, select whether this group should currently be active and available for use. 9. When finished, click OK. The group is created. Editing a Group 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Location/Occupant/Contact Groups.

41 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e For the desired group, click Edit. The Group Setup page appears. 6. Using the provided fields, make any desired changes. 7. When finished, click OK. The changes are saved Working with Location, Occupancy and Inspection Questions Administrators can set up custom questions to gather information for location, occupant and inspection records. These questions will appear on the location, occupant or inspection profile, as appropriate. Adding a Question 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Location/Occupancy/Inspections Custom Questions. The Location/Occupancy/Inspection Custom Questions page appears.

42 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add. The Service Defined Question page appears. 6. Using the provided fields, enter all desired information for the vehicle. NOTES: This screen may look different based on the type of answer (e.g., text box or selecting from a predefined drop down menu) selected from the Question Type drop down menu. Selecting the Active checkbox will allow the question to appear on the run form. Entering a number in the Question # text box will define the order in which the question will appear, relative to all other service defined questions. The Question Group drop down menu will determine which type of profile the question will appear on. 7. When finished, to save the new question in the system, click Submit. OR To return to the list of questions without saving the new question, click Back. Editing a Question 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Location/Occupancy/Inspections Custom Questions. The Location/Occupancy/Inspection Custom Questions page appears.

43 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e For the desired question, click Edit. The question appears. 6. Using the provided fields, make any desired changes. 7. When finished, to save the changes, click Submit Merging Occupants Existing occupant records can be sent to a new location if an occupant has moved. This will keep all information for the occupant current in the record without requiring re-entry of data. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Merge Occupants. The Merge Occupants to New Location page appears. 5. From the New Location drop down menu, select the location to which the occupant(s) should be moved.

44 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the Occupants scroll list, select the occupant(s) to move. HINT: To select multiple occupant records, press and hold Ctrl while clicking each desired record. 7. Click Add. 8. Click Merge. The occupant records are merged Working with Custom Questions Administrators can create new questions and a section to include them on their service s run form. This allows a particular service to gather data that is relevant to their service but may not be already included in the form. Depending on permissions, all users will generally be able to view a list of these custom questions, but only administrators will be able to edit them or add new questions. The system also has a section for service defined questions; this section will not be used in the Fire Bridge. It allows systems that use EMS run forms to add custom questions to EMS run forms. Organizing Custom Questions on Run Forms Special study questions are collected in a single section on the fire run form, which the administrator can give an appropriate title. When creating and editing these custom questions, administrators can use the Question # text box to define the order of each question. To change the title of the section for service defined questions: 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Special Study Questions. The Special Study Questions page appears.

45 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e At the top left of the page, click the Edit Header icon. The Header text box will appear. 6. Type the name of the new header. 7. Click the Save Header icon. Viewing and Editing Special Study Questions Administrators can view and edit service defined questions from the same place. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Special Study Questions. A list of special study questions appears. 5. To view or edit a particular question, click the corresponding Edit icon 6. OPTIONAL: To change the question, available answers, or question setup, a. Use the provided fields to enter all information about the question. NOTE: For this option to appear on a run form, be sure to select the Enabled checkbox. b. When finished, to save the changes, click Submit.

46 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 46 Adding a New Special Study Question Only administrators can add a new special study question to the system. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Special Study Questions. A list of existing questions appears. 5. Click Add Question. A page to create a new question appears. 6. Using the provided fields, enter all desired information for the vehicle.

47 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 47 NOTE: This screen may look different based on the type of answer (e.g., text box or selecting from a predefined drop down menu) selected from the Question Type drop down menu. HINT: Selecting the Active checkbox will allow the question to appear on the run form. Selecting tabs in the Tabs scroll box will display this question on each of the selected run form tabs. 7. To mark this field as required so that it is marked with validation cues if left blank, in the Required Field section, select Yes. 8. When finished, to save the new question in the system, click Submit. To return to the list of questions without saving the new question, click Cancel Viewing and Editing Basic Service Information Service information is used to provide contact and identification information to any persons who may have access to the Fire Bridge or who receive exported data from the system. This is the information that appears in the View Service Information section. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears. 4. Under the Service section, select Service Information. The Service Info page appears.

48 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e OPTIONAL: To edit the service information, a. From the bottom of the page, click Edit. The page becomes editable. b. Using the provided fields, change or enter any information about the service. c. When finished, to save the information, click OK. To return to the service information without making the changes, click Cancel Working with Stations A service can create profiles within the Fire Bridge for multiple stations or divisions. Depending on the permission groups set up for that service, most system users will be able to view the information for each station, but administrators can also change the station information or add a new station to the system. Viewing and Editing Station Information Administrators can view existing station information and, if necessary, change the information for a particular station. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears.

49 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Service section, select Stations. A list of stations appears. 5. To view or edit information for a particular station, click the name, number or Field Bridge Station icon for that station. A summary of the station information appears. 6. OPTIONAL: To edit the station information, a. Click Edit. b. Using the provided fields, enter any new or different information desired. c. When finished, click Save. Adding a New Station Only administrators can add a new station to the system. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears. 4. Under the Service section, select Stations. A list of existing stations appears.

50 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From below the list of stations, click Add a Station. 6. Using the provided fields, enter all desired information for the station. NOTE: Be sure to enter at least a station number and name and specify whether the station is active or inactive. Active stations can be worked with in the system, while inactive stations will have their information stored in the list of stations but will not appear anywhere else in the system. 7. When finished, to save the new station in the system, click OK. OR To clear all fields and start over, click Reset. OR To return to the list of stations without saving the new station, click Cancel. Setting a Default Station A default station is the station that will automatically be selected on new run forms. Your service does not need to set a default station but can choose to do so to save data entry time. For this feature to work, the station you select as the default station must be active. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears.

51 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Service section, select Stations. A list of existing stations appears. 5. For the station to set as the default, in the Default Station column, click the checkbox. A check appears, indicating that this is now set as the default station. 6. OPTIONAL: To remove any settings controlling the default station, a. Click the Clear Default Station button. A confirmation dialog box appears. b. Click OK. The default station settings are removed and no station is set as the default Working with Vehicle Information Run forms can document the vehicles that responded to an incident if the vehicle information has been added to the system. Depending on permissions, most system users will be able to view vehicle information, but only administrators will be able to change vehicle information or add or delete a vehicle. Vehicle profiles can also keep track of a vehicle s mileage for the year. Viewing and Editing Vehicle Information Administrators can view existing vehicle information and, if necessary, change the information for a particular vehicle. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears. 4. Under the Service section, select Vehicles. A list of vehicles appears. 5. To view or edit information for a particular vehicle, click the Edit icon for that station. A summary of the vehicle information appears.

52 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e OPTIONAL: To edit the vehicle information, a. Click Edit. b. Using the provided fields, enter any new or different information desired. c. When finished, click OK. Viewing and Entering Vehicle Mileage Administrators can keep track of a vehicle s mileage for each year using the Fire Bridge. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears. 4. Under the Service section, select Vehicles. A list of existing vehicles appears. 5. For the appropriate vehicle, click the corresponding Manage Mileage icon. All mileage totals saved in the system appear. 6. OPTIONAL: To add information about mileage for a new year, a. Click Add Entry. b. Using the provided fields, type all information about mileage. c. To save the information, click OK.. OR To return to the list of mileage totals without saving, click Cancel. Adding a New Vehicle Only administrators can add a new vehicle to the system. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears.

53 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Service section, select Vehicles. A list of existing vehicles appears. 5. From the top right, click Add a Vehicle. A page to enter in the new vehicle information will appear. 6. Using the provided fields, enter all desired information for the vehicle. NOTE: Be sure to enter at least the use of the vehicle, the vehicle s station, the unit number and call sign and the default vehicle type, and to mark the vehicle as active or inactive. Active vehicles can be worked with in the system, while inactive vehicles will have their information stored in the list of vehicles but will not appear anywhere else in the system. 7. When finished, to save the new vehicle in the system, click OK. OR To clear all fields and start over, click Reset. OR To return to the list of vehicles without saving the new vehicle, click Cancel.

54 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Working with Zones or Districts Administrators can add or edit zone or district information and target performance time for use in run forms. Adding a Zone or District Record 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears. 4. Under the Service section, select Zones/Districts. The Zone/District Setup page appears. 5. Click Add Zone/District. The Zone/District Setup page appears. 6. In the provided fields, enter information for the zone or district and the type of zone/district it is (e.g., fire or EMS). 7. In the Target Performance Time section, enter the number of minutes that this service should use as the target response time for calls within this zone. 8. When finished, click Save. The record is saved.

55 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 55 Editing a Zone or District Record 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Service. A sub-menu appears. 4. Under the Service section, select Zones/Districts. The Zone/District Setup page appears. 5. For the desired zone or district, click the Edit icon. The Zone/District Setup page appears. 6. Using the provided fields, make any desired changes. 7. When finished, click Save Working with Alarms You can set up a list of all alarms that you want to be able to record on run forms under the Alarm grid, if used. Adding a New Alarm 1. From the top left, click My Fire Department. 2. Select the Setup tab.

56 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears. 4. Under the Fire/NFIRS Form section, select Alarms. The Alarm Setup page appears. 5. Click Add New Alarm. The Alarm Setup page appears. 6. In the Sort Order text box, type a number corresponding to this alarm s desired position in the list of alarms (e.g., 1 for first). 7. In the Alarm Name text box, type the name of the alarm. 8. To mark this alarm as active and available for selection from the run form, in the Current Status section, select Active. OR To mark this alarm as inactive and available only for reference by administrators, in the Current Status section, select Inactive. 9. When finished, click Submit. The alarm record is saved. Editing an Existing Alarm 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears.

57 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Fire/NFIRS Form section, select Alarms. The Alarm Setup page appears. 5. For the alarm to edit, click the Edit button. The Alarm Setup page appears. 6. Make any desired changes. 7. Click Submit. The changes are saved Working with Census Tracts You can set up the run form to request census tract information in either a text box or from a drop down menu that you can set up with the relevant census tracts. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears.

58 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Fire/NFIRS Form section, select Census Tracts. The Census Tracts Setup page appears. 5. In the Census Tracts Setup section, select the way that census tracts should be entered into the run form. 6. OPTIONAL: If you chose to enter census tracts using a drop down menu, to add the options, a. In the Add New Tract text boxes, type the tract number. b. In the Sort Order text box, type the order in which this tract should be listed in relation to other tracts in the list. c. Click OK. New fields appear for another record. d. Repeat steps a c until all desired records are added. 7. When finished, click OK Setting Up Optional Modules on Fire Run Forms Service administrators can decide whether the EMS tab and the Apparatus/Personnel tab on the NFIRS form will be available for providers to fill out or whether they will always be hidden. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears.

59 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Fire/NFIRS Form section, select Fire Optional Module Switch. The Fire Optional Module Switch page appears. 5. In the EMS and the Apparatus/Personnel sections, select whether these tabs should be available from NFIRS forms or hidden at all times. 6. When finished, click Submit. Your changes are applied Managing Street and Highway Names Your agency can set up the Address Lookup feature, which will force providers to select the street name from a list of pre-defined street and highway names that you can set up. This can help prevent issues with spelling mistakes or other data entry issues that may lead to documentation issues. Before you turn the Address Lookup feature on, ImageTrend recommends that you set up your list of street and highway names so that providers will have a list of names to select from when filling out forms. Adding a Street Name You can add street names manually until all the street and highway names that your agency might need to document are available. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears. 4. Under the Fire/NFIRS Form section, select Streets/Highways. The Streets/Highways Setup page appears.

60 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Address. The Address Setup page appears. 6. Using the provided fields, enter the appropriate information for the street or highway. 7. Click Submit. The street or highway name is added to the database. Turning on the Address Lookup Feature You can enable the Address Lookup feature for your NFIRS run forms after you have set up the streets that you want providers to be able to document. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears. 4. Under the Fire/NFIRS Form section, select Streets/Highways. The Streets/Highways Setup page appears. 5. In the Address Lookup on NFIRS Run Form section, select Yes. The Address Lookup feature is enabled.

61 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Setting NFIRS Field Defaults You can set default values for specific fields on your NFIRS run forms. These values will be applied by default to new NFIRS run forms that are created, although providers can change the values if needed. This can be a good way to speed up data entry time by ensuring that common values are already filled in. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears. 4. Under the Fire/NFIRS Form section, select NFIRS Field Defaults. The Run Form Field Setup page appears. 5. Using the drop down menus, select the default value for each field that you want to have a default value set. 6. When finished, click Submit. The default values are set Working with Pay Rates Administrators can set up pay rates for a variety of levels. Adding a Pay Rate 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears.

62 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Fire/NFIRS Form section, select Pay Rates. The Pay Rates Setup page appears. 5. Click Add New Pay Rate. The Pay Rates Setup page refreshes. 6. In the Sort Order text box, type the order in which this rate should appear in the list of pay rates. 7. In the Title text box, type an identifying name for this pay rate. 8. In the Rate text box, type the rate of pay. 9. In the Current Status section, indicate whether this pay rate should be currently active and available for use. 10. When finished, click Submit. Editing a Pay Rate 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears. 4. Under the Fire/NFIRS Form section, select Pay Rates. The Pay Rates Setup page appears.

63 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e For the desired pay rate, click Edit. The pay rate record appears. 6. Using the provided fields, make any desired changes. 7. When finished, click Submit Working with Shifts and Platoons You can set up a list of all shifts or platoons that you want to be able to record on run forms under the Shifts or Platoons grid, if used. Adding a Shift or Platoon 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears. 4. Under the Fire/NFIRS Form section, select Shifts or Platoons. The Shifts or Platoon Setup page appears. 5. Click Add New Shifts or Platoon. The Shifts or Platoon Setup page appears. 6. In the Sort Order text box, type a number corresponding to this shift/platoon s desired position in the list of shifts and platoons (e.g., 1 for first). 7. In the Shifts or Platoon Name text box, type the name of the shift/platoon.

64 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To mark this shift/platoon as active and available for selection from the run form, in the Current Status section, select Active. OR To mark this shift/platoon as inactive and available only for reference by administrators, in the Current Status section, select Inactive. 9. When finished, click Submit. The shift/platoon record is saved. Editing a Shift or Platoon Record 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Fire/NFIRS Form. A sub-menu appears. 4. Under the Fire/NFIRS Form section, select Shifts or Platoons. The Shifts or Platoon Setup page appears. 5. For the shift/platoon to edit, click the Edit button. The Shifts or Platoon Setup page appears. 6. Make any desired changes. 7. Click Submit. The changes are saved Working with Contract Response Departments Administrators can set up the departments that will display at the top of the Contract Response field on the run form. This can allow you to record if your department has responded to a fire because of a contract with another department. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Sorting Preferences. A sub-menu appears.

65 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Sorting Preferences section, select Contract Response Departments. The Department Setup page appears. 5. To remove a department from the existing list, select the corresponding Delete checkbox. 6. To add a department to the list, a. From the New Department scroll list, select the department to add. b. To determine where this department will appear in the list, in the Sequence text box to the right, type the desired order. HINT: If no sequence is entered, this department will be added to the bottom of the list. c. Click OK. 7. To change the order of the departments, in the Sequence text boxes, type the desired new order. 8. When finished, click OK Working with Mutual Aid Departments Administrators can edit the list of departments that will be available from a run form as providing mutual aid. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Run Forms section, select Sorting Preferences. A sub-menu appears.

66 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Sorting Preferences section, select Mutual Aid Departments. The Mutual Aid Department List Setup page appears. 5. To remove a department from the existing list, select the corresponding Delete checkbox. 6. To add a department to the list, a. From the New Department scroll list, select the department to add. b. To determine where this department will appear in the list, in the Sequence text box to the right, type the desired order. HINT: If no sequence is entered, this department will be added to the bottom of the list. c. Click OK. 7. To change the order of the departments, in the Sequence text boxes, type the desired new order. 8. When finished, click OK Working with Inspections Setup There are several options you can set up for both your Web-based Inspections module and the downloadable Inspections client application. Setting Up Auto Inspection Numbers Administrators can set up the format of inspection numbers that will be automatically applied each time a new inspection form is started. Using automatic inspection numbers will prevent duplicate inspections from being created, which will greatly reduce the risk of an inspection form being unintentionally overwritten. Administrators can also set how often the inspection number should be reset, depending on the volume of inspections done. Your format for auto call numbers should be different from any other system submitting to the same database (e.g., if you are submitting to a state system). 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Inspections section, select General. A sub-menu appears.

67 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the General section, select Auto-Number for Inspections. The Auto Inspection Number Setup page appears. 5. To enable automatic inspection number generation, in the Auto Inspection Number section, select On. 6. In the Text 1 box, type any text to appear at the beginning of the inspection number. 7. From the Date Format drop down menu, select the format for the date information that will be included in the call number. 8. In the Text 2 text box, type any text that will appear in the middle of the call number. 9. From the Auto-Number Format drop down menu, select the number of digits that will be used at the end of the number. HINT: These numbers will automatically increase by one with each inspection report that is entered. 10. To start the last numbers of the call number over at 0 based on a period of time, from the Reset Auto Number drop down menu, select how often to reset the number. 11. To manually set the next number that will be automatically generated, in the Next Auto Number text box, type the next number. 12. To save the changes, click Submit. Working with Inspection Types Inspections can be classified by type for your records, and administrators can set up the desired types. Inspection types can especially be helpful if you want to run reports about your inspections based on specific categories. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Inspections section, select General. A sub-menu appears.

68 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the General section, select Inspection Types. The Inspection Types page appears. 5. To deactivate an existing inspection type, deselect the Active checkbox. 6. To add a new inspection type, a. Click Add Inspection Type. The Edit Inspection Type page appears. b. In the Inspection Type text box, type a category for this inspection type. HINT: This category name will not appear anywhere else, but can help you to organize your inspection types. c. In the Inspection Name text box, type the name of the inspection category. d. In the Description text box, type a short description of the category. NOTE: The inspection name and description will be combined when the inspection type is displayed. For example, if the description is Permit and the name is Fire Prevention Permit, the type will be displayed as Permit Fire Prevention Permit. e. In the Fee text box, type any fee associated with inspections of this type. f. In the Active section, select whether this type should currently be active and available for use, or inactive and saved for reference. g. To add a form for this inspection type,

69 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 69 i. Select the desired form from the Available scroll list. ii. Click the Add icon. iii. Repeat steps a b until all desired inspection types are added. h. When finished, click OK. Working with Inspection Violation Codes Administrators can add or update your own violation codes. If a new code has been added to your code set, this option allows you to add it to the system immediately without waiting for an update from ImageTrend. Adding Inspection Violation Codes 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Inspections section, select General. A sub-menu appears. 4. Under the General section, select Violation Codes. The Violation Codes page appears. 5. Click Add Violation Code. The Violation Record page appears. 6. In the Code text box, type the code set used for this code. 7. In the Description text box, type descriptive information about the code. 8. In the Category text box, type a category for organization. 9. In the Day Limit text box, type the day limit for the violation.

70 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Fine text box, type the fine that should be required for this violation. 11. In the Active section, select whether this violation should currently be active and available for use in the system. 12. When finished, click Add. Editing Inspection Violation Codes 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Inspections section, select General. A sub-menu appears. 4. Under the General section, select Violation Codes. The Violation Codes page appears. 5. Click the desired violation code. Editable fields for the code appear. 6. Using the provided fields, make any desired changes. 7. When finished, click OK. Working with Inspection Violation Letters You can edit the templates used for sending violation letters after inspections using a template from ImageTrend and fyireporting Designer, a free downloadable application. This section will explain how to download the template you can edit, upload an edited template and download the fyireporting Designer. For more information about editing the template, please refer to the Edit Inspection Letter Templates quick guide.

71 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Inspections section, select General. A sub-menu appears. 4. Under the General section, select Violation Letters. The Violation Letters page appears. Downloading fyireporting Designer The fyireporting Designer is a free download that you can use to edit the inspection letter templates. This software must be installed on your computer before you can begin working with the templates. It is included in the installation package for the Fire Inspections client; if the Fire Inspections application is not on your computer you will need to download fyireporting Designer. You must have administrative privileges to the computer you are working with in order to download and install the software. 1. At the bottom of the Violation Letters page, click the FYI Reporting link. The Downloads Web page appears in a new window. 2. Locate the link for the most recent release. HINTS: This page will be updated as new versions of the software are released. You will be looking for the section with the most recent release number and date, but without a reference to the word source. 3. Click the Download Installation link. The File Download dialog box appears. 4. Click Run. The Security Warning dialog box appears. 5. Click Run.

72 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 72 Downloading a Template to Work With To begin editing templates, you must have a template to work with. You can download this through your Fire Bridge or Rescue Bridge. 1. At the bottom of the Violation Letters page, click the here link. The File Download dialog box appears. 2. Click Save. The Save As dialog box appears. 3. Navigate to a location where you will be able to find this template again. 4. Click Save. The download is completed. 5. If necessary, in the Download Complete dialog box, click Close. Uploading a Finished Template Once you are finished editing a template, you can upload it to the Fire Bridge system to make it available for use. 1. From the Violation Letters page, click Upload Violation Letter. The Upload Violation Letters page appears. 2. In the New Template section, click Browse. The File Upload dialog box appears. 3. Navigate to and select the desired template. 4. Click Open. The dialog box closes and the template file is selected. 5. Click Open. The template is added.

73 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 73 Configuring Fire Inspections Client Settings You can set up default settings for the Fire Inspection systems, allowing you to maintain constant settings for all field systems. 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Inspections section, select Inspections Client. A sub-menu appears. 4. Under the Inspections Client section, select Configuration. The Fire Inspections Configuration page appears. 5. In the Default Inspection to Passed section, select whether new inspection records should automatically be marked as passed unless an inspector changes the status. 6. In the Show the fees box section, select where a field should for any fees that are due on the Inspections Dashboard should be displayed. 7. In the Show Received Date section, select whether the date that a notification of an upcoming inspection was received should be displayed. NOTE: This is most useful if a fire marshal or other overseer is setting up inspections. 8. In the Auto-Populate Received Date section, select whether the date should be automatically entered when a notification is received. NOTE: This option is only available if the Received Date field is active. 9. In the Auto-Populate Completed Date section, select whether the current date should be automatically entered as the date that the inspection is completed. 10. In the Auto-Populate Scheduled Date section, select whether the current date should be automatically entered as the date that the inspection was scheduled for. 11. In the Lock Location Address section, select whether the address of the location should be non-editable in inspection forms. HINT: In this case, the address will be taken from the location profile that is associated with the occupant for this inspection. 12. In the Lock Occupant Address section, select whether the address of the occupant should be non-editable in inspection forms. HINT: In this case, the address will be taken from the occupant profile on which this inspection is being done. 13. In the Lock Location Code section, select whether the location code information should be non-editable in inspection forms.

74 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 74 HINT: In this case, the code will be taken from the location profile that is associated with the occupant for this inspection. 14. In the Populate Occupant Address with Location Address section, select whether the occupant s address should be automatically entered from the address in the location profile. 15. When finished, click Submit Documenting Times with No Fire Calls to Report At times, your service may have no fire calls to report to the state. The Fire Bridge allows you to record both months with no fire calls and any non-fire related incidents that may have occurred in that month. For months with only non-fire related calls, you must submit a record of no fire calls and a separate record of the number of non-fire related calls. Refer to the following sections for additional information about documenting these situations. Documenting No Fire Calls Any month when you have no calls requiring an NFIRS report, you can report that to the state. 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Under the Modules tab, select No Runs to Report. The Document No Runs to Report page appears. 3. Click No Fire Runs. The No Fire Runs page appears. 4. Click Add No Runs. The No Fire Runs page appears. 5. From the Month drop down menu, select the month for which you want to report no calls. 6. From the Year drop down menu, select the year for which this report is being made. 7. When finished, click OK. The report is added.

75 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 75 Documenting Non-Fire Related Calls In a month with no fire related calls, you can also create a record to document the number of calls you received that were not fire related and did not require an NFIRS form. Do not use this section to report any call that required an NFIRS report. 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Under the Modules tab, select No Runs to Report. The Document No Runs to Report page appears. 3. Click Non-Fire Related Runs. The Non-Fire Related Runs page appears. 4. Click Add Non-Fire Related Runs. The Non-Fire Related Runs page appears. 5. From the Month and Year drop down menus, select the time in which these calls occurred. 6. In the appropriate text boxes, type the number of calls or each type that your service responded to for this month. 7. When finished, at the bottom of the page, click OK. The record of non-fire related incidents is saved.

76 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 76 CHAPTER 3 WORKING WITH TRAINING AND ACTIVITIES INFORMATION

77 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter provides an overview of the options available to service administrators for training and activities, including information about setting up categories, templates, topics, time calculation options and individual training and activity records. Options for setting up categories, templates and topics may not always be available to you at the service level, depending on the permissions settings for your system. If these options are available, you may see some options that are already set up at the system level. You will not be able to edit system level items, but you can add your own items for your service. 3.2 Working with Training and Activity Categories Categories allow administrators to sort templates based on the type of activity or training for better organization. Administrators can create several levels of categories (e.g., a category for field work courses could be created under a main category of fire inspector coursework). Options for setting up categories may not be available to you at the service level, depending on the permissions settings for your system. If these options are available, you may see some categories that are already set up at the system level. You will not be able to edit system level items, but you can add your own categories for your service and you can mark system categories that your service does not use as inactive. Viewing and Editing Categories When editing a category that has subcategories, the sub-categories must be removed before editing is possible. Categories for both activities and training will be displayed. Subcategories will appear below and slightly indented from their parent category. The Manage Categories page will display a list of categories and sub-categories, information about whether each category relates to activities or training and whether the category is active in the system or not. Keep in mind that for system categories, you will only be able to change their status between being active or inactive. 1. From the upper right, click My Fire Department. 2. Select the Setup tab. The Setup page appears. 3. Under Service Settings And Resources, click Activities and Training. A sub-menu appears.

78 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under Activities and Training, click Categories. The Categories page appears. NOTE: The training and activity categories are separated into different tables. The training categories are in the first table, the activities are in the second table. You may need to scroll down to view the table with the activity categories. 5. To edit a sub-category, a. Click the corresponding Edit link to the right of category name. b. Using the provided fields, make the desired changes. NOTES: Categories that are fully editable are marked with the Permissions icon in the Permissions section of the table. Changing the parent category will move this sub-category to another main category. Changing the text in the Category field will change the name of the category. Changing the Active status will change whether the category can be used in the system or not.

79 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 79 c. When finished, to keep the changes, click Update. OR d. To return to the list of categories without editing, click Back. 6. To edit a parent category, a. Edit all sub-categories and move them to another parent category. b. For the category, click Edit. c. If this category will remain a parent category, from the Parent Category drop down menu, select NONE. If this category will become a sub-category, from the Parent Category drop down menu, select the desired parent category. d. In the Category text field, make any changes to the category name. e. From the Type drop down menu, select whether this category should apply to activities or training records. f. In the Active section, select whether this category should be available for use in the system or unavailable but stored if necessary. g. When finished, to keep the changes, click Update. To return to the list of categories without editing, click Back. Adding Categories Administrators can create new parent categories and sub-categories. 1. From the upper right, click My Fire Department. 2. Select the Setup tab. The Setup page appears. 3. Under Service Settings And Resources, click Activities and Training. A sub-menu appears. 4. Under Activities and Training, click Categories. The Categories page appears.

80 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Training Category or Add Activities Category, as appropriate. The Add Category page appears. 6. From the Parent Category drop down menu, select the desired option. HINT: If the new category will be a parent category, select NONE. If the new category will be a sub-category, select the category under which it should be stored. 7. In the Category text box, type the name of the category. 8. From the Type drop down menu, select whether the category should be used for activities or training. 9. In the Active section, select whether this category should be available for use (Yes)or stored for future use or reference (No). 10. When finished, to save the category, click Add. To return to the list of categories without saving, click Back. Setting Access to Categories You will be able to control which permission groups will have access to service categories and to templates within this category. 1. From the upper right, click My Fire Department. 2. Select the Setup tab. The Setup page appears. 3. Under Service Settings And Resources, click Activities and Training. A sub-menu appears. 4. Under Activities and Training, click Categories. The Categories page appears.

81 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the Permissions icon for the desired category. The Permissions page appears. 6. To change a specific permission group s access to this category, a. Select the checkbox for the desired category. b. Select the desired level of access. Owner Groups with this permission level will have full control over training and activity records created from this template. NOTE: In order for someone to edit attendee records and mark them as approved or pending, they must have Owner level rights to the template. Add/Edit Groups with this permission level will be able to add new trainings or activities based on this template and will be able to edit those records, but will not be able to approve or edit attendee records. View Groups with this permission level will be able to view training and activity records created from this template but will not be able to change or add them. Hide This permission level will hide any training and activity records created from this template. HINT: These icons will be used in all permission settings for activities and training. c. Click OK.

82 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Working with Templates Each training or activity record that is added to the system must be based off a template, which will contain most of the information for that record. This information will be copied to the individual record, although based on the permissions the administrator sets some information may be editable in each record created from the template. Administrators can edit existing templates or create new ones. Adding New Templates Administrators can set up new templates for training or activity records for your service. When you create a new training/activity template, you can assign permissions to each section of that template. If you choose to hide a section, that information will not be displayed for any trainings/activities created from the template. If you choose View permissions for a section, that section will be read-only and so will be the same for all trainings/activities created from this template. If you choose Add/Edit permissions for a section, that information can be added or changed for each individual training/activity created from the template. 1. From the upper right, click My Fire Department. 2. Select the Setup tab. The Setup page appears. 3. Under Service Settings And Resources, click Activities and Training. A sub-menu appears. 4. Under Activities and Training, click Templates. The Templates page appears.

83 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Template. The Add Template page appears. 6. To designate access to each aspect of the template when records are created from it, select the correct level of permission for each aspect. NOTE: This will select whether this information will be available to view or edit when individual records are created.

84 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To select which user groups will be able to make changes to the template or records created from the template, in the Group Permissions section, select the desired permissions for each group. Owner Groups with this permission level will have full control over training and activity records created from this template. NOTE: In order for someone to edit attendee records and mark them as approved or pending, they must have Owner level rights to the template. Add/Edit Groups with this permission level will be able to add new trainings or activities based on this template and will be able to edit those records, but will not be able to approve or edit attendee records. View Groups with this permission level will be able to view training and activity records created from this template but will not be able to change or add them. Hide This permission level will hide any training and activity records created from this template. NOTE: When permissions differ between group permissions and permissions for individual elements of the template, the lower level of permission will be applied. 8. From the Category and Sub-Category drop down menus, select the category and subcategory trainings/activities created from this template should be assigned to. 9. In the Name text box, type a name for trainings/activities created from this template. 10. In the Description text box, type any additional details about the trainings/activities.

85 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Start Date and End Date text boxes, type the dates that trainings/activities created from this template should start and end. OR To select the date(s) from a calendar, click the Calendar icon and select the desired date. HINT: For most templates, these fields are left blank and the permissions are set to Add/Edit so that the correct dates can be filled in for each individual training or activity record. 12. In the Start Time and End Time text boxes, type the times that trainings/activities created from this template should start and end. HINT: For most templates, these fields are left blank and the permissions are set to Add/Edit so that the correct dates can be filled in for each individual training or activity record. 13. In the Date of Renewal text box, type the date that trainings or activities based on this template will need to be renewed. OR To select the date from a calendar, click the Calendar icon and select the desired date. HINT: For most templates, this field is left blank and the permissions are set to Add/Edit so that the correct date can be filled in for each individual training or activity record. 14. In the Certification Requirements section, select the checkbox(es) for any certifications that trainings or activities created from this template will meet. 15. In the Hours Required text box, type the number of hours trainings or activities created from this template will be held for. 16. If the number of hours entered as required is the maximum number of hours allowed, select the Maximum accepted hours checkbox. 17. In the Code text box, type the code to be associated with any training or activity created from this template. 18. In the Trainer text box, type the name of the trainer who will be in charge of trainings or activities created from this template. 19. In the Station, Call Sign, Vehicle, ApparatusID and Shift text boxes, type the appropriate information to be associated with trainings or activities created from this template. OR To look the information up from the options that are set up for your service, click the Look up icon for each text box and select the appropriate option. NOTE: The call sign, vehicle, and apparatus ID text boxes are hidden from the user by default. 20. In the Total Attendees text box, type the number of attendees to be associated with any training or activity created from this template. 21. In the Attendance Mandatory section, select whether attendance for trainings and activities created from this template will be mandatory. 22. In the Location text box, type the location that should be assigned to any trainings or activities created from this template. 23. To add training certifications that trainings or activities created from this template will count towards, a. In the Training Certifications section, from the Available scroll list, select the desired certification(s). HINT: To select multiple options at the same time, press and hold the Ctrl key while clicking each desired option. b. Click the Add icon. 24. To add training topics that trainings or activities created from this template will address,

86 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 86 a. In the Training Topics section, from the Available scroll list, select the desired topic(s). HINT: To select multiple options at the same time, press and hold the Ctrl key while clicking each desired option. b. Click the Add icon. 25. In the ID to Display section, select whether you want the payroll ID or the personnel ID for attendees of trainings or activities created from this template to be displayed. 26. In the Active section, select whether you want this template to be active and available for creating individual records from, or inactive and saved for reference only. 27. To set default values that will be applied to attendees who are assigned to trainings or activities created from this template, HINT: You may not use all these options, depending on what information your service tracks for attendees of training and activities and how much of this information you want to set up manually for each training/activity or even each attendee. a. In the Approval Status section, select whether attendees should be automatically marked as approved or pending. b. In the Hours/Days value, type the maximum number of hours or days that is allowable for attendees. c. In the Hours Attended text box, type the number of hours that should be assigned by default. d. In the Score text box, type any score that should be assigned by default. e. In the Time Attended section, select the beginning and ending time that should be assigned to attendees by default. f. In the Paid section, select whether attendees of trainings and activities created from this template should be paid by default. g. If you chose for attendees to be paid, from the Pay Rate drop down menu, select the pay rate for attendees. h. In the Pass/Fail section, select whether attendees should be marked as passing or failing by default for trainings or activities created from this template. i. To set positions for this training, i. In the Positions section, from the Available scroll list, select the desired position(s). HINT: To select multiple options at the same time, press and hold the Ctrl key while clicking each desired option. ii. Click the Add icon. 28. To set the level of access that each permission group will have to individual templates and activities created from this record, for each group, select the appropriate level of permissions. 29. When finished, to keep the template, click OK. To return to the list of templates without saving, click Back. Viewing and Editing Templates Administrators can view detailed information about a template and make any changes. Changes can be made to information about the template itself (e.g., the name and category, time and date or certifications fulfilled) and the permissions access to the template (i.e., what information can be changed when creating an individual record from the template and who can edit the template). 1. From the upper right, click My Fire Department. 2. Under Service Settings And Resources, click Activities and Training. A sub-menu appears.

87 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under Activities and Training, click Templates. The Templates page appears. 4. For the desired template, click Edit (Type) Template. 5. To designate access to each aspect of the template when records are created from it, select the correct level of permission for each aspect.

88 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 88 NOTE: This will select whether this information will be available to view or edit when individual records are created. 6. To change information within the template, use the provided fields to make any changes. 7. To select which user groups will be able to make changes to the template or records created from the template, in the Group Permissions section, select the desired permissions for each group. NOTE: When permissions differ between group permissions and permissions for individual elements of the template, the lower level of permission will be applied. 8. When finished, to keep the changes, click OK. To return to the list of templates, click Back. 3.4 Setting Up Training/Activity Topics You can create a collection of topics that can be covered during your trainings and activities. Each template and event can then be associated with the topics covered. Creating a New Topic You can create a new topic to be available for trainings and activities at any time. 1. From the upper right, click My Fire Department. 2. Under Service Settings And Resources, click Activities and Training. A sub-menu appears. 3. Under Activities and Training, click Topics. The Topics page appears. 4. Click Add Topic. The Add Topic page appears. 5. In the Topic Name text box, type the name of the topic. 6. To mark this topic as active and available to be used on templates and training/activity records, select the Active checkbox. OR To mark this topic as inactive and available only for reference, deselect the Active checkbox. 7. Click OK. The new topic is added.

89 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 89 Editing a Training/Activity Topic You can make updates to an existing topic that is used for classifying trainings and activities if needed. 1. From the upper right, click My Fire Department. 2. Under Service Settings And Resources, click Activities and Training. A sub-menu appears. 3. Under Activities and Training, click Topics. The Topics page appears. 4. For the topic you want to update, from the Actions column, click Edit. The topic information appears. 5. In the Topic Name text box, make any desired changes to the name of the topics. 6. To mark this topic as active and available to be used on templates and training/activity records, select the Active checkbox. OR To mark this topic as inactive and available only for reference, deselect the Active checkbox. 7. Click OK. The topic is updated. 3.5 Setting Training and Activity Time Calculations A service administrator can control whether the system provides credits for the exact amount of time assigned to a training or activity or rounds to the nearest tenth (e.g., with rounding, a 1 hour and 15 minute class will be rounded to 1.3 hours while with exact time, the same class will be recorded as 1.25 hours). 1. From the top left, click My Fire Department. 2. Select the Setup tab. 3. Under the Service Settings and Resources section, select Fire. A sub-menu appears. 4. Under the Fire section, select Training/Activity Time Calculation. The Training/Activities Time Calculation Setup page appears.

90 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To round training and activity hours to the nearest hour, select Round. OR To track the exact minutes and hours, select Actual Time. 6. Click OK. The settings are applied. 3.6 Working with Training Records Administrators can view records of training events that are stored in the system, or may create or edit records. These records can contain information about the course itself, including the information covered, times and location of the training and certifications towards which it counts, information about attendees and documents that may be relevant to the course. Training records are based on templates, which contain information that can be copied into each course record. Viewing and Editing Training Records Administrators can view a list of training records currently in the system or can edit the information. When editing a training record, administrators can also add information about the attendees and the information about the course added to their record, or can add documents related to the course. 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Under the Modules tab, select Training. A list of training records appears. HINT: If you do not see the course you want to look at, use the fields at the top of the page to change the search terms until you see the desired training.

91 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the list, click the name of the desired course. 4. To change any information about the course, from the Training Information tab, use the provided fields to make the desired changes and click OK. NOTE: The information available to edit will depend on the setup of the template from which this record was created. 5. To work with information about attendees, select the Attendees tab. 6. To edit information about the attendees, use the provided fields for each attendee to make changes and click OK. NOTE: The information available to edit will depend on the setup of the template from which this record was created. HINT: To set information that will be the same for all attendees, type the information in the Default Values row. This information will be copied to all attendees unless individual changes are made.

92 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To work with documents that may be attached to the record, select the Documents tab. 8. To add a new document, a. In the Attached Document section, click Add New Document. b. In the Title text box, type a name for the document. c. In the Description text box, type additional information about the document. d. Click Browse e. Navigate to and select the document to be attached to the record. f. Click Open. g. Click Submit. The document is attached to the record. 9. To edit the name or description of an existing document, a. Click the corresponding Edit icon. b. In the Title text box, make any changes to the document s name. c. In the Description text box, make any changes to the additional information about the document. d. When finished, click Submit. 10. To return to the list of training records, select the Training Home tab. Adding Training Records Administrators can create new training records based on the templates available in the system. Based on the setup of the template, these records can be configured to apply to the specific course or training event. 1. From the top left, click My Fire Department. The My Fire Department page appears.

93 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Modules tab, select Training. A list of training records appears. 3. Click Add Training. A list of training templates from which records can be created appears. 4. For the template from which the record should be created, click Add Training Record. The Add Record page appears.

94 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 94 NOTE: The options available in this template may differ from those pictured and explained here based on the setup of the template. 5. In the Name text box, type a name for this training. 6. In the Description text box, type any additional details about this training. 7. In the Start Date and End Date text boxes, type the dates that this training will start and end. OR To select the date(s) from a calendar, click the Calendar icon and select the desired date. 8. In the Start Time and End Time text boxes, type the times this training will start and end. 9. In the Date of Renewal text box, type the date that this training will need to be renewed. OR To select the date from a calendar, click the Calendar icon and select the desired date. 10. In the Certification Requirements section, select the checkbox(es) for any certifications that this training will meet. 11. In the Hours Required text box, type the number of hours this training will be held for.

95 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If the number of hours entered as required is the maximum number of hours allowed, select the Maximum accepted hours checkbox. 13. In the Code text box, type the code to be associated with this training. 14. In the Trainer text box, type the name of the trainer who will be in charge of this training. 15. In the Station, Call Sign, Vehicle, ApparatusID and Shift text boxes, select the appropriate information to be associated with this training. 16. In the Total Attendees text box, type the number of attendees for this training. NOTE: You can add additional attendees later if needed, this will automatically set up that number of slots for the class as soon as it is saved. 17. In the Attendance Mandatory section, select whether attendance this training is mandatory. 18. In the Location text box, type the location of this training. 19. To add training certifications that this training will count towards, a. In the Training Certifications section, from the Available scroll list, select the desired certification(s). HINT: To select multiple options at the same time, press and hold the Ctrl key while clicking each desired option. b. Click the Add icon. 20. To add training topics that this training will address, a. In the Training Topics section, from the Available scroll list, select the desired topic(s). HINT: To select multiple options at the same time, press and hold the Ctrl key while clicking each desired option. b. Click the Add icon. 21. In the ID to Display section, select whether you want the payroll ID or the personnel ID for attendees to be displayed. 22. When finished, click Save. Additional tabs appear to complete more information about the course. 23. To add information about attendees, NOTE: The options available on this page to record attendee details may be different for the training you are setting up based on your template. a. Select the Attendees tab. The Attendees tab appears, with lines set up for the number of people specified during the training creation. b. From the Attendees drop down menus, select the names of the staff members who will be attending the course. c. In the Time In and Time Out text boxes, type the time that each attendee arrived and departed the training. HINT: To set a value that will be applied for all attendees, type the appropriate Default Values row. They will be copied to each attendee, and you can make individual changes for each attendee as needed.

96 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 96 d. In the Paid section, select whether each attendee should be paid for the time attending this training. HINT: To set a value that will be applied for all attendees, select the appropriate option in the Default Values row. This will be copied to each attendee, and you can make individual changes for each attendee as needed. e. For paid attendees, from the Pay Rate drop down menu, select the rate at which attendees should be paid. HINT: To set a value that will be applied for all attendees, select the appropriate option in the Default Values row. It will be copied to each attendee, and you can make individual changes for each attendee as needed. f. In the Pass/Fail section, select whether each attendee passed or failed the course. HINT: To set a value that will be applied for all attendees, select the appropriate option in the Default Values row. It will be copied to each attendee, and you can make individual changes for each attendee as needed. g. In the Score text box, type the score for each attendee. HINT: To set a value that will be applied for all attendees, type the appropriate option in the Default Values row. It will be copied to each attendee, and you can make individual changes for each attendee as needed. h. In the Approved/Pending/Disapprove section, select whether each attendee s attendance is approved, pending or disapproved for this training. HINT: To set a value that will be applied for all attendees, select the appropriate option in the Default Values row. It will be copied to each attendee, and you can make individual changes for each attendee as needed. i. To add a new attendee, click Add Attendee and enter information into the resulting new row. j. When finished, click Save. 24. To attach documents to the record, a. Select the Documents tab. b. Click Add New Document.

97 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 97 The Document Upload page appears. c. In the Title text box, type a name for the document. d. In the Description text box, type additional information about the document. e. Click Choose File. The Choose File dialog box appears. f. Navigate to and select the document to be attached to the record. g. Click Open. h. Click Submit. The document is attached to the record. 3.7 Working with Activities Records Administrators can view records of activity events that are stored in the system, or may create or edit records. These records can contain information about the activity itself, including a short description of the activity, the location of the event and information about staff members attending the event. Activity records are based on templates, which contain information that can be copied into each record. Viewing and Editing Activity Records Administrators can view a list of activity records currently in the system or can edit the information. When editing a record, administrators can also add information about the attendees and the information about the course added to those attendees records, or can add documents related to the activity. 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Under the Modules tab, select Activities. A list of activity records appears.

98 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 98 HINT: If you do not see the activity you want to look at, use the fields at the top of the page to change the search terms until you see the desired activity. 3. From the list, click the name of the desired activity. 4. To change any information about the activity, from the Activities Information tab, use the provided fields to make the desired changes and click OK. NOTE: The information available to edit will depend on the setup of the template from which this record was created.

99 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To work with information about attendees, select the Attendees tab. 6. To edit information about the attendees, use the provided fields for each attendee to make changes and click OK. NOTE: The information available to edit will depend on the setup of the template from which this record was created. HINT: To set information that will be the same for all attendees, type the information in the Default Values row. This information will be copied to all attendees unless individual changes are made. 7. To work with documents that may be attached to the record, select the Documents tab. 8. To add a new document, a. Click Add New Document.

100 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 100 The Document Upload page appears. b. In the Title text box, type a name for the document. c. In the Description text box, type additional information about the document. d. Click Choose File. e. Navigate to and select the document to be attached to the record. f. Click Open. g. Click Submit. The document is attached to the record. 9. To edit the name or description of an existing document, a. Click the corresponding Edit icon. b. In the Title text box, make any changes to the document s name. c. In the Description text box, make any changes to the additional information about the document. d. When finished, click Submit. 10. To return to the list of records, select the Activities Home tab. Adding Activities Records Administrators can create new activity records based on the templates available in the system. Based on the setup of the template, these records can be configured to apply to the specific event. 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Under the Modules tab, select Activities. A list of activity records appears.

101 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Activities. A list of activity templates from which records can be created appears. 4. For the template from which the record should be created, click Add Activities Record. A record based on that template will appear. 5. Using the provided fields, add or change any information to complete the record. NOTE: The fields available for editing will differ based on the setup of the template on which this record is based. 6. When finished, click OK. Additional tabs appear to complete more information about the activity. 7. To add information about attendees,

102 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 102 a. Select the Attendees tab. b. From the Attendees drop down menus, select the names of the staff members who will be attending the course. OR In the Personnel ID text box, type the ID numbers for the attendees. NOTE: If entering the personnel ID numbers, the names will automatically be filled in if the ID numbers are included c. OPTIONAL: To enter information that will be the same for all attendees, enter information into the fields in the Default Values row. This information will be copied into the fields for all attendees but can be changed for specific attendees if necessary. d. To change information for specific attendees, enter the correct information in the corresponding fields. e. To add a new attendee, click Add Attendee and enter information into the resulting new row. f. When finished, click OK. 8. To attach documents to the record, a. Select the Documents tab. b. Click Add New Document.

103 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 103 The Document Upload page appears. c. In the Title text box, type a name for the document. d. In the Description text box, type additional information about the document. e. Click Choose File. f. Navigate to and select the document to be attached to the record. g. Click Open. 9. Click Submit. The document is attached to the record.

104 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 104 CHAPTER 4 WORKING WITH STAFF INFORMATION

105 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter explains how administrators can view, change or add information for staff profiles, and how to assign staff and vehicles to shifts. If this information remains current in the Fire Bridge, data entry for reports can be considerably more efficient and easy. 4.2 Staff Profile Information Staff profiles contain a variety of information about the staff member. This information can be used to automatically fill out run forms; keep track of the staff member s history, certifications and issued equipment; administer their access to the Fire Bridge and store contact and demographic information. This information is organized into tabs in the editable profile. Staff profiles also give staff members a username and password to sign in to the Fire Bridge. This information is organized into tabs in the editable profile. Each staff member of a service who has access to the Fire Bridge or who may be included on a run form should have a profile created in the system. The main page listing all user profiles will display basic information about each record. To access a staff profile: 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Select the Staff tab. A list of staff profiles appears. 3. From the list of staff profiles, click the name of the desired staff member. 4. To return to the list of staff members at any point, click the Back to Staff List button.

106 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 106 The Demographics Tab The Demographics tab determines the name that will appear in this user s profile and for all other system functions working with this user, stores contact and personal information and allows users and administrators to upload photographs of the staff member. To change or add this information: 1. From the staff member s profile, click Edit. 2. If necessary, select the Demographics tab. 3. From the Demographics tab, use the provided fields to enter or change any information. Signing Up for ImageTrend Notifications ImageTrend periodically sends out notifications regarding our products, including information about scheduled downtime due to maintenance or upcoming upgrades to the Rescue Bridge. If you want to be included on these notifications or want a specific staff member to be included, you can add someone to the list through the Demographics tab of a staff profile. 1. Open the Demographics tab of the staff profile.

107 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Notifications section, select Yes. The selected staff member will be added to the list with the addresses record in the staff profile. The Employment Tab The Employment tab keeps track of the user s history with the service, including their position and status, length of service, ID numbers and any leaves of absence that have been taken. The staff member can also be assigned to a particular station in this tab, and roles such as primary contact, medical director or inspector can be assigned to the profile. To add or change this information: 1. From the staff member s profile, click Edit.

108 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If necessary, select the Employment tab. 3. In the Employment Information section, enter information about the staff member s situation at the service. NOTE: If you do not enter a personnel ID, no one will be able to record this person in the Apparatus and Personnel section of NFIRS reports. 4. In the Stations section, select all stations with which the profile should be associated. HINT: The user will be able to access information designated to all stations to which they are assigned, and will be available in all lists of staff by station for those selected stations. 5. In the Leave of Absence section, enter all information to be documented for a leave of absence for this staff member. 6. When finished, click OK. All employment information is saved. The Certifications Tab The Certifications tab keeps track of staff members certifications and their respective dates. 1. From the staff member s profile, click Edit.

109 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If necessary, click the Certifications tab. 3. To edit or add information about a national certification, state certification or agencyspecific certification, a. In the desired section, click Click Here to Edit (Type) Registry Certification Info. b. Using the provided fields, enter or change any desired information. 4. To enter information about a fire certification, in the Fire Certification section, a. Using the provided fields, enter any information about the certification. b. Click Save Fire Certification. The certification appears in the list. c. Repeat steps a b until all desired certifications are added. 5. When finished, to save the changes, click OK. The Permissions Tab The Permissions tab controls the user s access to the Fire Bridge system. This includes the user s username and password, Fire Bridge permission group and individual access rights and account status. Please note that all information pertaining to the Field Bridge will not be used, as it pertains to systems that collect EMS data. To work with this information: 1. From the staff member s profile, click Edit.

110 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If necessary, click the Permissions tab. 3. To change the username or password, in the corresponding text boxes, make the desired change. NOTE: If the user s password is changed by anyone other than the user him- or herself, the user will be prompted to change the password after logging in. HINT: To force a user to change their password, select the Reset User Password checkbox. 4. To change the user s permission group, from the Permission Group drop down menu, select the correct group. 5. To change specific access rights, a. Click View Permissions. The Permissions for (User) window appears. b. Select and deselect checkboxes to allow and prevent access to particular functions.

111 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 111 HINT: Selecting a checkbox allows the user to access that function. Deselecting the checkbox prevents access. View My EMS Runs Only This option will not be used, as it pertains to systems using EMS run forms. Gives the user access to past EMS run reports only if they were submitted from his or her account. View My Fire Runs Only Gives the user access to past fire incident reports only if they were submitted from his or her account. Runs Forms Determines the level of access the user will have to run forms that they are allows to access. If the user is denied access to specific run forms (e.g., if they are allowed to view run forms only they have submitted or only within a certain time frame), that will take priority over the level of access given here. Ability to Lock Runs Determines whether this user will have the authority to prevent changes from being made to run forms after they are submitted. Ability to Change Run Status Determines whether this user will have the authority to change the status assigned to a run form (e.g., in progress, reviewed, billed). View Patient Identifiable Information This option will not be used, as it pertains to systems using EMS run forms. This option determines whether this user will be allowed to view patient identifiable information on run forms. View PDF Reports for EMS Runs This option will not be used, as it pertains to systems using EMS run forms. This determines whether the user will be able to view PDF reports from EMS run forms. View PDF Reports for Fire Runs Determines whether the user will be able to view PDF reports from fire run forms. View All QA/QI Notes Determines whether the user will be able to work with all QA/QI notes submitted through the system or only with which he or she was associated. View Unified PDF This option will not be used, as it pertains to systems using EMS run forms. This determines whether the user will be able to view the Unified PDF report for EMS run forms. Ability to switch run form template This option will not be used, as it pertains to systems using EMS run forms. Determines whether this user will be able to change EMS run form templates after a run form is started.

112 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 112 Ability to Lock Trainings Determines whether this user will be able to lock training records to prevent them from being edited. Restrict Based on Date Allows the user to view run forms submitted in only the specified time frame. c. When finished, click Submit. 6. To activate or inactivate the account, in the Current Status section, select the desired option. 7. If the user s account has been locked, to reset it, in the Lock Status section, select Unlock. OR If you want to lock a user s profile, in the Lock Status section, select Lock. 8. If using security questions, to force the user to re-enter the answers for those questions, select the Reset All Security Answers checkbox. NOTE: If editing your own profile, the security questions and answers will appear on this page for editing. 9. When finished, to save the changes, click OK. The Emergency Contacts Tab The Emergency Contacts tab keeps contact information for persons who need to be informed in the event of an emergency involving the employee. To work with information for contacts: 1. From the staff member s profile, click Edit. 2. If necessary, click the Emergency Contacts tab. 3. To edit a contact s information or view additional notes, click the Edit icon and make any changes in the updated text boxes below.

113 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 113 The Equipment Tab The Equipment tab can keep track of any gear or equipment that is checked out to this individual. Each record can contain a description of the item, an ID number, size and the dates allocated and returned. The equipment listed here will be automatically displayed based on allocations in the Inventory module. To work with equipment: 1. From the staff member s profile, click Edit. 2. If necessary, select the Equipment tab. The Equipment tab appears, with a list of all items that have been allocated to this staff member. 3. OPTIONAL: To update an allocation record, a. Click the View Allocation icon in the Edit column for the desired item. The details for the item appear at the bottom of the page.

114 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 114 b. From the upper right corner of the Allocation Details panel, click Edit. c. Use the provided fields to enter the updated details. HINT: If you enter a date in the Date Returned field, this item will be marked as returned and will no longer be allocated to this staff member. d. From the upper right corner of the Allocation Details panel, click Save. The details are updated. The Training Tab The Training tab keeps records of any continuing education courses that the staff member may complete to update certifications or further their training. Each course record can contain information about the type of class, hours required and completed for the course and the dates of the course and of renewal. To work with training records: 1. From the staff member s profile, click Edit. 2. If necessary, click the Training tab. A list of training records for this staff member appears. 3. To select a date range for the training you want to view, in the Training Dates text boxes, type the desired date range. OR To select the dates from a calendar, click the Calendar icons and select the desired dates. 4. To view more complete information about a particular record, click the corresponding Training icon.

115 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 115 The Documents Tab The Documents tab can track any files that you want to upload and keep with this staff member s profile. Documents can be categories based on the categories set up for your service, which will also determine which people can view each document. To work with staff documents, 1. From the staff member s profile, click Edit. 2. If necessary, click the Documents tab. The Documents tab appears. 3. To view a document, click the name of the document. 4. To add a document, a. In the Document section, click Browse. The Upload File dialog box appears. b. Navigate to and select the desired document to upload. c. Click Open. The file is selected. d. In the Description text box, type any additional details about the document. e. From the Category drop down menu, select the type of document you are adding. f. Click Upload. The document is added to the staff member s profile. 4.3 Viewing and Editing Staff Profile Information Each staff member of a service who has access to the Fire Bridge or who may be included on a run form should have a profile created in the system. This profile can keep track of contact employment and contact information, certifications and training, and associations with the service or particular stations. Staff profiles also give staff members a username and password to sign in to the Fire Bridge. Viewing and Editing Basic Profile Information Basic staff profiles include information about the staff member s certifications, role and associations within the service and contact information. 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Select the Staff tab.

116 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 116 The View Staff Info page appears, with a list of all staff members in the system. 3. To view only certain staff members, use the Stations drop down list of the alphabet links at the top of the page to filter staff by the station with which they are associated or by last name. 4. To search for a particular staff member, in the Search Last Name text box, type the desired last name and click Go. 5. After filtering, to view all staff members again, click All. 6. To view a particular staff member s profile, click the hyperlinked name. 7. OPTIONAL: To edit the staff member s profile, a) Below the profile information, click Edit. b) Click a tab to work with the fields in that tab. c) Using the provided fields, change or add any desired information. d) To save any changes, click OK. To return to the staff profile without saving changes, click Cancel. 4.4 Adding Staff Profiles Administrators can add staff profiles to allow new staff members to access the system or simply to keep their information in the system. 1. From the top left, click My Fire Department. The My Fire Department page appears. 2. Select the Staff tab.

117 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 117 The View Staff Info page appears, with a list of all staff members in the system. 3. Click Add Staff Member. 4. Using the provided fields in each tab, enter all desired profile information. HINT: The first tab must be completed and saved before any other tabs can be used. WARNING: Be sure to save each tab before moving on to a new tab to prevent information from being lost. 5. To save the new profile, click OK. To return to the list of staff, click Cancel. 4.5 Working With Shift Setup In order to simplify data entry on run forms, administrators can set up shift information so that staff members will automatically be associated with a particular vehicle during a particular time period. When shifts are set up and maintained, information about staff members will be automatically entered in incident reports for that time period once the associated vehicle is chosen. If multiple reports are created during this time period, using shifts can make reporting much more efficient. In order for information to be correctly entered on an incident report, shift information needs to be entered into the system regularly with every shift change. If you do not change the information when a shift changes, the previously entered staff members will be continually entered into new run forms. NOTE: If your agency uses the Scheduler module, shift setup will be different. Viewing and Editing Shift Setup While all users are generally able to view the currently set up shifts (depending on permissions for the service), only administrators can edit the shift setup.

118 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the top left, click My Fire Department. The My Fire Department page appears. 2. Under the Modules tab, select Fire Shifts. A list of all staff associated with each vehicle appears. 3. To view more information about a shift or edit a shift, click the vehicle for the desired shift. The information about the shift appears. 4. OPTIONAL: To edit the information for the selected shift, a. Using the provided fields, change any information. NOTE: To add a new staff member to the shift, click Add Member and select their name from the resulting drop down list. To remove a member from the shift, click the Delete icon beside their name. b. When finished, to save the changes to the shift, click OK. To return to the list of shifts without saving any changes, click Cancel. Adding New Shifts Administrators will need to create new shift information each time the staff changes for a shift in order to keep the information entered on incident reports current and correct. 1. From the top left, click My Fire Department. The My Fire Department page appears.

119 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Modules tab, select Fire Shifts. A list of all staff associated with each vehicle appears. 3. From below the list, click Add Crew. 4. In the Vehicle/Apparatus drop down menu, select the vehicle that this crew will be using during this shift. NOTE: Since the incident report will fill in the names of staff members based on which vehicle is used, be sure to select the correct vehicle. 5. From the Personnel drop down menu, select the first staff member. 6. To add additional staff members, click Add Member and use the resulting drop down menu to select the new crew member. 7. In the Status section, select whether this shift should be Active (can be selected from lists and will automatically populate run forms at this time) or Inactive (information is stored but this shift will not affect run forms or appear outside of the Setup Shifts page). 8. To save the shift, click OK. To return to the list of shifts without saving the new information, click Cancel.

120 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 120 CHAPTER 5 WORKING WITH INCIDENT INFORMATION

121 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview The primary purpose of Fire Bridge is to collect and analyze data about fire incidents. This chapter explains how to create and view incident reports, view the history of incident reports and create specified reports for analyzing incident data. 5.2 Completing Run Reports You may be able to select which run form template you would like to use, depending on the setup of your service. If your system provides you with multiple templates, talk with your service or state administrator about what to use separate templates for, if you have access to multiple templates. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Incidents tab, click Add Run. The Run Form Template Selection page appears. 3. Click the hyperlinked name of the template to use. EXAMPLE: Select NFIRS Fire Incident Form. The first page of the run form appears.

122 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the NFIRS-1 Basic section, ensure that all information is correct and conforms to station requirements. 5. In the Incident Location section, use the provided fields to enter information about the location. HINT: If the location s information is saved in the system, click Lookup Location to select the location from a list. This will automatically add all information about the location into the run form and allow the user to select persons involved who have been associated with the location. 6. In the Incident Type / Aid Given or Received section, use the provided fields to enter information about the type of incident and any additional aid. HINTS: To look up a particular NFIRS incident type or action taken code, click the Look Up icons beside each field and use the resulting window to find the desired code. To search through a list of codes, from the top of the window, click List. To access the most commonly used codes, from the top of the window, click Top #. To have the system provide a list of possible codes while you type, click the Switch icon. 7. In the Dates and Times section, enter all information about the dates and times of the incidents. 8. In the Actions Taken section, enter information about any actions taken on this run. 9. In the Shifts and Alarms section, enter any information about the shifts and alarms for this run. 10. In the Consumables Section, select what equipment was consumed in the incident. 11. In the Resources section, enter all information about any apparatuses and personnel resources used. 12. In the Estimated Dollar Losses and Values section, enter any known information about original and lost values. 13. In the Casualties section, enter all information about any deaths or injuries, as well as additional information about the property related to casualties. 14. In the Detector/Hazardous Materials Release/Mixed Use Property/Property Use section, enter the appropriate information. HINTS: To look up a particular NFIRS incident type or action taken code, click the Look Up icons beside each field and use the resulting window to find the desired code. To search through a list of codes, from the top of the window, click List. To access the most commonly used codes, from the top of the window, click Top #. To have the system provide a list of possible codes while you type, click the Switch icon. 15. In the Narrative section, enter a narrative for the run report. HINT: To check spelling in the narrative, click the Spell Check button. 16. To add another narrative, in the Additional Narratives section, a. Click Add Additional Narrative. The Additional Narrative window appears. b. Type the information for the additional narrative. c. When finished, click Save Additional Narrative. 17. In the Person/Entity Involved/Owner section, to enter a person, a. Using the provided fields, enter all known information about the person. HINTS: To automatically enter city, county and state information from the zip code, enter the zip code in the Postal Code text box and click the Update Now button. To look for certain location information based on other information (e.g., to search for a zip code based on city), click Lookup and search using the known information. b. Click Save Person. c. Repeat steps a b until all desired people are entered. 18. In the Authorization section, enter information about the staff submitting the report. 19. Click Save. The run report is generated, with each required NFIRS report appearing as a tab at the top of the screen.

123 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e As you finished each page, to save all information and remain on the same tab, click Save. OR To save all information on this tab and move on to the next tab, click Save & Continue. HINTS: No more tabs will be displayed until you save the first page. If you save a tab, validity information will appear at the top of the page to notify you of any missing information. NOTE: The tabs for each form are coded to inform users about their status. All forms that must be completed will be marked with an (R), meaning required, after the form title, while all forms that are available but not required will be marked with an (O) meaning optional. Tabs that have required information missing will be red, the tab currently displayed will be orange, and tabs that have not been viewed will be blue. Run Form Tabs Run forms are laid out in tabs; each tab is equivalent to a page in a paper run form. You will see a list of the tabs in your run form across the top of the page once you save the first page of the form. These tabs will be different depending on the information that is entered into the run form; for instance, the tabs for structure fire information will only be displayed if you enter an incident type related to a structure or building fire. Basic The Basic tab is the first tab of the run form, which provides the preliminary and overview information about the call included in the NFIRS-1 Basic form. The information entered on this tab will determine which additional tabs appear when this run form is saved. Fire The Fire tab records the general fire information about this call that is included in the NFIRS-2 Fire form. The information included in this tab can relate to any type of fire, although for vegetation fires the Wildland Fire tab can be completed instead. Structure Fire The Structure Fire tab is specifically for structure fires, and will supplement the information in the Fire tab. Civilian Fire Casualty The Civilian Fire Casualty tab details injuries and deaths to civilians and nonfire/ems personnel related to the fire incident. HINT: Non-fire related injuries and deaths are documented in the EMS tab. Fire Service Casualty The Fire Service Casualty tab reports injuries, deaths or exposure to chemicals and toxic agents for firefighters. EMS The EMS module records any medical incidents for which the department provided primary care, non-fire related injuries or deaths to civilians. This tab is not a patient care report, but can be additional documentation. Hazardous Materials The Hazardous Materials tab is available to document spills of 55 gallons or more of hazardous materials or calls where hazmat services were required.

124 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 124 Wildland Fire The Wildland Fire tab reports wildland or vegetation. This tab can be used instead of the Fire tab. Apparatus/Personnel The Apparatus/Personnel tab combines the Apparatus or Resources module and the Personnel module of NFIRS forms, collecting information about each apparatus used for the incident, tracks personnel involved with the incident and calculates times. Arson The Arson tab is used to report additional information for fires that are intentionally set. Run Form Tools The Fire Bridge run form provides you with some tools to make it easier for you to complete your run forms. Lookup buttons allow you to search for and select information from a list. Check to Populate checkboxes will automatically complete some information based on what you have already filled in (e.g., completing the city and state information based on a zip code). AutoComplete buttons will cause the system to search for matching records as you type (e.g., searching for a code matching the word or numbers you begin to type) whenever the button is selected. Help icons will provide additional information about the section when you place your mouse over them without clicking. Spell Check will run a spell checker on your narratives or other text fields with the feature, Understanding Validity Validity is a feature that will inform you of when you have left any required fields in the run form incomplete. Based on the number of incomplete fields and the importance of those fields, your run form will be assigned a validity score that will be displayed at the top of the page once you save your run form. As you complete more fields, the score will go up. There will be multiple visual clues throughout the run form as to where required fields have been left blank. Each tab is color coded to indicate its status for validity. The orange tab is the one you currently have open; blue tabs have all required fields completed and red tabs have required fields that still need to be completed.

125 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 125 At the top of each tab you will see a section detailing the current validity of this run form and a list of the fields that still need to be filled in. Within the run form, any incomplete field that is required will be displayed with red text and a Warning icon. When the run form is complete, the validity score will be at 100%, all tabs will be blue and there will be no red fields or Warning icons. 5.3 Additional Run Form Options Once the initial reporting is completed through the run form, additional documentation can be provided, depending on the situation. These sections explain how to add the different forms of additional documentation. Depending on your permissions, you may not be able to add all these forms of documentation. Be sure to complete the run form before adding additional types of documentation; some information is often copied into the new documentation to prevent duplicate data entry. (For example, if you are adding a report for an additional exposure, information about the staff and the way the fire was started will be copied so you don t need to enter that data twice.) Adding Exposures to a Run Report If additional exposures have occurred from an incident, additional exposure forms can be added to the run report. These reports will be attached to the original incident report but will allow you to record information specific to the new exposure. 1. From the existing run form to which the exposure form should be attached, from the run form toolbar, click Form Options and Add Exposure. 2. In the New Exposure Number text box, type the number for this exposure. NOTE: These numbers will differ depending on your service s requirements.

126 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add New Exposure To this Incident. A new exposure form appears. 4. Using the provided fields, complete the exposure form for the new exposure. Adding QA/QI Notes to a Run Report Administrators can add notes to completed run reports with comments for the personnel included in the incident. These notes can be attached the incident and sent to the inboxes of any personnel included. Most providers will not be able to add QA/QI notes to a run report; this feature is generally reserved for medical directors and administrators. 1. From the existing run form to which the note will pertain, from the run form toolbar, click Form Options and Add QA/QI Note. The QA/QI Notes window appears.

127 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the New Message icon. A blank message appears. 3. From the Message Type drop down menu, select a category for the message. HINT: Message types help to organize inboxes, making specific messages or messages relating to a specific topic easier to find. 4. In the Subject text box, type a name for the message. 5. In the Message text box, type the body of the note. NOTE: Information must be typed in the Message text box before the message can be sent. 6. OPTIONAL: To narrow down the list of people displayed in the Service Staff section, use the Permission Groups drop down menu or the checkbox(es) to specify criteria that users should meet in order to show up in the Service Staff section. HINT: This can make it easier for you to locate the people you want to receive this message. To view all people again, you can click the Clear Filters button.

128 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Notify section, to add additional staff members who should receive this message in their Fire Bridge inbox, NOTES: Staff already associated with the incident will be selected in the Staff Associated with this Incident section. Other staff for the service will be listed in the Service Staff scroll list. You can use the fields in the Filters section to narrow down which staff should be displayed in the Service Staff section. System administrators will be listed in the Administrative Contacts section. Multiple staff members can be selected from this section by pressing and holding Ctrl while clicking each name. A link to the incident report will also be included in the message. a. To add staff from the service associated with this run form, i. From the Available scroll list for the Service Staff section, select the staff members ii. Click the Add icon. NOTE: Multiple staff members can be selected from this section by pressing and holding Ctrl while clicking each name. b. To include an administrative contact for the system in this message, i. From the Available scroll list in the Administrative Contacts section, select the desired name. ii. Click the Add icon. NOTE: Multiple names can be selected from this section by pressing and holding Ctrl while clicking each name. 8. To send s with the message to all selected staff at the address listed in their profile, select the Send an in addition to the Inbox, if available checkbox. 9. To post the note, click Submit. Adding Addendums Run reports are locked after a specific amount of time to prevent additional changes from being made. In the case that additional information must be added, however, you can attach a separate file containing that information in an addendum. This file could be a Word or Excel document, or any other document type preferred by the service. 1. From the run report to which the addendum should be added, from the run form toolbar, click Form Options and Add Addendum. The Incident Addendum window appears. 2. Click Add Addendum. 3. In the Description text box, type any additional important information about the addendum.

129 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e OPTIONAL: From the File section, type the path to the file or click Browse to locate and select the file. 5. When finished, click Submit. Adding Attachments Additional files can assist with the complete documentation of incidents, including photographs or scanned documents. System users can attach files to the run report. 1. From the run report to which the file should be attached, from the run form toolbar, click Form Options and Add Attachment. The Incident Attachments window appears. 2. Click Add Attachment. 3. Click Browse. The File Upload dialog box appears. 4. Navigate to and select the desired file. 5. Click Open. The file is selected and the Choose File dialog box closes. 6. When finished, click Submit. The file is added as an attachment. Adding a Hazmat Operations and Billing Packet A hazmat operations and billing packet is the group of forms that you need to complete for any incidents with hazmat. You must fill in and save all information you know in the run form before you add a hazmat operations and billing packet. 1. From the toolbar at the top of the NFIRS form, hover your mouse over the Form Options option. A sub-menu appears.

130 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the menu, click View Hazmat Packet. The Hazmat Packet page appears, with a list of each form that need to be completed. 3. For the desired form, from the Actions column, click the corresponding Start link. The first form appears. 4. Using the provided fields, complete any desired information. HINT: Some information will already be completed based on the information in your NFIRS form, which avoids duplicate data entry. 5. When finished, at the bottom of the page, click Save and Continue. You are returned to the Hazmat Packet page. 6. Repeat steps 3 5 until all desired forms are completed. 5.4 Viewing and Editing Past Run Reports System users can view and search through any run reports that they have created on or uploaded to the Fire Bridge system. Based on their level of permissions, some system users may be able to view run reports submitted by other users within their service. Within the time frame set by the user s service, these run forms may be altered to contain more complete or correct information, but after this time frame the user will only be able to view the static report. You can search for past run reports either from the Incident List or the Run History page, depending on your preference. The Incident List offers several improved features including the ability to save search criteria in a view and improved search speed, while the Run History page offers a familiar interface for those who may have worked with it in past versions of Fire Bridge. Working with the Incident List The Incident List feature is a new view allowing you to search, view and filter your incident forms to find the ones you are looking for. The Incident List provides several additional tools for finding incidents, as well as a faster load time. Overview of Incident List Options The Incident List page provides you with a collection of tools you can use to find the appropriate incident(s) in your system. Views allow you to create a set of criteria that incidents must meet in order to be displayed when that view is applied and also to customize which columns you see. You can save a view and use it again any time that you view the incident list. The search options allow you to either search for an incident exactly matching everything you type in the search box (when the Exact Match checkbox is selected) or for any incidents that contain what you typed in the Search box, even if they also contain additional information (e.g., if you type Lake, you could see results for Lakeville and Lake City). The filters options allow you to enter more specific search criteria. You also have the option to select how often the page will refresh to display new incidents meeting your view and search criteria.

131 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 131 The Quick Action menu available for each incident allows you to quickly perform an action for that incident (e.g., to quickly view the history or view the report). Searching for Incidents from the Incident List In order to search for incidents, you can use any of the tools available from the Incident List page. 1. If necessary, in the upper right, click My Fire Department. The home page for your agency appears. 2. Under the Incidents tab, select Incident List. The Incident List page appears. 3. To apply a view to determine which incidents appear, from the View drop down menu, select the appropriate view. NOTE: The Default View option will provide the same view options as the default view of the Run History page did previously. The page refreshes to display the information set up in that view. 4. To perform a basic search, a. In the Search text box, type your search terms.

132 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 132 HINT: The Search text box will search different options based on the columns that are displayed for the view you are using. For more information about which columns will be searched, click the Help icon to the right of the Search text box. b. To set the search up to return only incidents that match your entire entry in the search text box (e.g., entering Lake City would return only incidents with Lake City, not incidents with Lakeville or Lake of the Woods, because it is searching only for values that include the full text of Lake City), select the Exact Match checkbox. OR To set the search up to return incidents that include your search terms (e.g., entering Lake City would return Lake City, Lakeville and Lake of the Woods, because it is searching for either Lake OR City), deselect the Exact Match checkbox. NOTE: This Exact Search option applies only to the Search text box, not to the filters or additional search options covered in later steps. c. Click Go. The page is narrowed down to display only incidents matching your search. 5. To search based on date, a. In the Date Range text boxes, type the first and the last date you want to view incidents within. OR To select the date from a calendar, click the Calendar icon select the desired date. OR To avoid setting a start or end date for the search, leave the corresponding text box blank. b. Click Go. NOTE: If you have also entered other search criteria, you will see only incidents that match both those search criteria and the date criteria set here. 6. To perform an advanced search, and

133 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 133 a. From the right of the Search text box, click the Filters link. Additional search filters are displayed. b. Enter any search criteria in the new search fields. NOTE: Some filters have drop down menus that allow you to select how you want your search terms to match the criteria you enter; for example, you could say that you want the incidents with validity scores less than, greater than or equal to a certain number. If there is not a drop down menu to select this kind of information, the search will automatically look for values that contain the full text of your entry. So, searching for would bring back 12345, and , but not or c. When finished, click Go. NOTE: If you have also entered other search criteria, you will see only incidents that match both those search criteria and the advanced search criteria set here. 7. OPTIONAL: At any time, to clear your existing search and return to the default view, click Clear. 8. To open an incident, click on any of the blue links for that incident. 9. To view a report for an incident, a. Click the Quick Actions icon for the report. A drop down menu appears. b. Click Report.

134 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 134 If prompted, enter a reason for viewing the report and click Submit. The report appears. 10. To view the audit trail history of this report, a. Click the Quick Actions icon for the report. A drop down menu appears. b. Click History. The Incident History window appears. Setting the Refresh Frequency You can select how often you want the Incident List page to automatically refresh to find new incidents. 1. If necessary, in the upper right, click or My Fire Department. The home page for your agency appears. 2. Under the Incidents tab, select Incident List.

135 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 135 The Incident List page appears. 3. From the upper right, from the Refresh drop down menu, select how often you want the page to automatically refresh. Creating a View Views allow you to create a set of criteria that incidents must meet in order to be displayed when that view is applied and also to customize which columns you see. You can create and save your own custom views that you can apply at any time when you re working with the incident list. There are four different types of views: system views, service views, my views and the default view. Your ability to create and edit views is based on permissions. Users will only be able to create and edit views if they have the correct level of access to the Incident List page, and may be able to view only certain types of views based on their permissions. System views are set up at the system level and only system administrators will be able to edit them, although everyone can view them. Service views are set up for a specific service by service administrators. Only service administrators will be able to edit these views, although anyone in that service can view them. My views are created by you and can be edited by you at any time. Only you will be able to use and edit your views. The default view includes all the columns that were included in the default view for the previous Run History page. You will not be able to edit this view, although you can use it to view the incident list at any time. 1. If necessary, in the upper right, click or My Fire Department. The home page for your agency appears.

136 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Incidents tab, select Incident List. The Incident List page appears. 3. From the right side of the View drop down menu, click Add. The View Details page appears. 4. In the Name text box, type the name for this view. NOTE: This name is what you will see and select from the View drop down menu when you want to use this view again. 5. In the Description text box, type any additional descriptive details you want to save with this view. NOTE: This description will only be visible if someone opens this view for editing. 6. To set up an additional column of information to display on the incident list,

137 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 137 a. Click Add Column. A new line appears. b. From the Column drop down menu, select the field that you want to appear for this column. c. OPTIONAL: To change the text that will appear in the column header, in the Header text box, type the desired header. d. From the Align drop down menu, select the way you want the text in this column aligned. e. If you want to change the formatting for the way the information appears, from the Format drop down menu, select the desired formatting. HINT: This option will not be available for all columns. It will most commonly be used for dates; you could choose to display the date as 3/21/2013 or March 21, f. If you have multiple columns, to move this one up or down in the order of where it will appear on the page, click the Up or Down button, as needed. HINT: If you drag the column to a new position, make sure that you do not click within a field; clicking within a field will open that field for editing rather than selecting the field to move. OR Click within the row for a column and drag it to the desired position in the list. 7. To add additional filters to the page that you can use for advanced searches, a. In the Filters section, from the Available scroll list, select the first filter to add. b. Click the Add icon. c. Repeat steps a b until all desired filters are added. 8. To set up criteria that will narrow down the incidents listed on this page, in the Criteria section, a. To group multiple pieces of criteria, from the first drop down menu, select the opening parenthesis. HINTS: You generally only need to use parentheses if you will be creating multiple criteria where some are linked together with And (e.g., criteria A AND criteria B must be met) and others are linked together with Or (e.g., criteria C OR criteria D must be met). It may be easier for you to add parentheses at the end, once you have set up all your criteria already. If you want to enter multiple criteria, think of them like a math equation. Criteria will be applied in order unless parentheses are applied to group some of them together. b. From the Field drop down menu, select which field the criteria will be examining (e.g., Status). c. From the Operator drop down menu, select what is required of the selected value for the criteria to be met (e.g., is, is before, begins with).

138 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 138 d. From the Value drop down menu, select the option that the field should be compared against (e.g., In Progress). The first criteria is complete. e. To add an additional piece of criteria, click the Add icon. f. To determine how this piece of criteria relates to the others, from the And/Or drop down menu, select And (i.e., this all pieces of criteria must be met for a record to display) or Or (i.e., one of the pieces of criteria must be met for a record to display). NOTE: If using parenthesis to group criteria, note that the And and Or options will only be applied within the parentheses. If the option is applied to a single piece of criteria outside a group, it will act upon the individual piece of criteria and the group as a whole. g. Repeat steps a f until all desired criteria are set. h. When finished with a group, from the last drop down menu, select the closed parenthesis. 9. When finished with all criteria, click Save. The Create View For window appears. 10. From the drop down menu, select the type of view you are creating. NOTE: Depending on your permissions, you may not be able to create all these types of views. System Views System views are available for all services in the system and can only be created or edited by individuals with system administratorlevel permissions. All other users will be able to apply system views when looking at the incident list but will not be able to make any changes. Service Views Service views are available for the service the view is created in and can only be created or edited by individuals with service administrator-level permissions. All other users will be able to apply service views when looking at the incident list for that service but will not be able to make any changes. My View A view that is saved as a My View will be available only for you. You can use this kind of view to view the incident and you will be able to edit it at any time, but no one else will be able to access it. 11. Click Save. The new view is created.

139 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 139 Keyboard Shortcuts for the Incident List Keyboard shortcuts allow you to quickly perform an action within the incident list by pressing certain keys on your keyboard. Keyboard Shortcut Enter Esc (right arrow) (left arrow) Action Refreshes the page and keeps your current search and filter options applied Refreshes the page and clears any current search and filter options Opens the next page of results on the incident list Opens the previous page of results on the incident list Working with Run History Runs that are locked to prevent further editing will displayed a Locked icon status set to Completed. and will have their To view past run reports: 1. From the top left, click My Fire Department. 2. Under the Incidents tab, select Run History. The Search Run History page appears. 3. Using the provided fields, enter all criteria to narrow down the reports that should be displayed.

140 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 140 HINT: To display all runs entered by the signed-in user, make sure that the Incident Date text boxes display appropriate dates and that all other fields are empty of criteria. 4. To search by more specific criteria, a. Click Advanced Search. The Advanced Search Criteria section appears. b. In the Advanced Search Criteria section, enter all additional search terms. 5. When finished, to display a list of all run reports created by the signed-in user matching the set criteria, click Search. The search results are displayed. 6. To temporarily show only certain results within the list, use the drop down menus at the top of the window to select the criteria by which to filter. 7. To sort the results by a particular heading, click the desired heading. To reverse the order that the records are sorted by (e.g., to switch from sorting A Z to sorting Z A), click the heading again. 8. To view a particular record, click the any of the linked text in that record. 9. OPTIONAL: To edit the record,

141 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 141 a. Using the tabs on the top of the run form, navigate to the page with the information to be changed. b. Using the provided fields, change any desired information. c. Before closing that tab, click Save/Submit Form. d. Repeat steps a c until all desired changes have been made. Editing the Run History Display Options The columns that display information about the records on the Run History page can be configured to display the information most relevant to your needs. As each configuration option is set, a preview will appear at the bottom of the page for the new configuration. 1. From the Run History page, click the Customize Run History Page link. The User Customizable Run History Page appears. 2. To select a new column to be displayed, from the Add New Column section, from the first drop down menu, select the desired column. 3. From the second drop down menu, select where the new column should be added to the page in relation to the existing columns. 4. Click OK. The Setup Columns table appears. 5. To change the text at the top of the column, in the Column column, type the new text. 6. To set a column as the first column that records will be sorted by, select the corresponding Primary Sort option and select the desired sort order. 7. To set a column as the second column that records will be sorted by, select the corresponding Secondary Sort option and select the desired sort order. 8. When finished, click OK.

142 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 142 Working with Run History Results The Run History report contains basic information about the displayed run. Clicking on the color-coded Validity icon, incident number, call number, or PCR number will open the corresponding Patient Care Report. Each run report listed in the search results will show the incident report s validity with both a percentage and a color. A validity index, which defines the validity associated with each color, can be found at the bottom of the Run History screen. These colors provide an at-a-glance method to determine the validity of run reports. The Actions column contains icons to inform users of all additional documentation related to the run report. The icon index at the bottom of the run history page defines the actions column. If a call has an addendum, QA/QI note, active protocol, documented validity reason or attachment associated with it, the appropriate column will be displayed in the corresponding row for the call record. All calls will have a Run Report icon and a History icon associated with them. Clicking the History icon will bring up the history audit trail for this run report. This will display a record of all personnel who accessed the report based on their login information and document any information that was changed. 1. The template is switched and the run form opens. 5.5 Updating Multiple Runs Fire Bridge allows you to perform several different actions on multiple runs at the same time either from the results of a run history search or from the Incident List. Your ability to perform each of these actions is based on your level of permissions. Printing Multiple Runs The Batch Print option allows you to generate a PDF file containing a report for multiple runs at the same time, rather than opening each PDF individually. This PDF file can then be easily printed based on your printer settings. This option will generate the same report for each selected run in the PDF file. 1. From the results of your run history search or the Incident List, select the checkbox(es) for all runs that you want to print.

143 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the Choose Bulk Action drop down menu, select Batch Print. Another drop down menu appears. 3. Select the PDF report that you want to generate. 4. Click Go. A new window or tab opens with a PDF file containing the selected report for all selected runs. NOTE: Depending on the setup of your system, you may be prompted to enter a reason for working with multiple runs. If a prompt appears, enter your reason and click Submit. Updating the Status of Multiple Runs Based on your permissions, you may be able to update the status of multiple runs at the same time from the list of runs available once you search run history. 1. From the results of your run history search or the Incident List, select the checkbox(es) for all runs that you want to update the status for. 2. From the Choose Bulk Action drop down menu, select Update Status. Another drop down menu appears. 3. From the second drop down menu, select the new status to apply to the selected run forms. 4. Click Go. A confirmation dialog box appears. 5. Click OK. The status of the selected runs is updated. NOTE: Depending on the setup of your system, you may be prompted to enter a reason for working with multiple runs. If a prompt appears, enter your reason and click Submit. Locking and Unlocking Multiple Runs You can update multiple runs to be either locked or unlocked from the results of a run history search. 1. From the results of your run history search or the Incident List, select the checkbox(es) for all runs that you want to lock or unlock. 2. From the Choose Bulk Action drop down menu, select Lock Runs or Unlock Runs, as appropriate. 3. Click Go. A confirmation dialog box appears. 4. Click OK. The selected runs are locked or unlocked, as appropriate. NOTE: Depending on the setup of your system, you may be prompted to enter a reason for working with multiple runs. If a prompt appears, enter your reason and click Submit. 5.6 Accessing Pre-Created Service Reports The Fire Bridge has several common reports easily available that all system users can request for more information about the collected data. These reports have defined the information that will appear in the

144 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 144 report, but take the data from the run reports entered into the Fire Bridge by your service. Additional reports are available from the Report Writer. For more information about the Report Writer, please refer to the Report Writer chapter. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Reports. The Service Reports page appears. 3. From the Reports page, click the name of the desired report. If any additional information is needed to specify the data in the report, a new page will appear with empty fields. 4. To further specify the report data, use the provided fields to enter the correct criteria and click Continue. The new report appears.

145 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 145 CHAPTER 6 COMMUNICATING WITH THE FIRE BRIDGE

146 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter explains how administrators can communicate with other staff who use the Fire Bridge by sending messages, can place documents in the Fire Bridge that other system users can access and reference at any time and create a centralized calendar and schedule with everyone s appointments. 6.2 Viewing Messages in the Inbox The Inbox is how users obtain, respond and write messages pertaining to specific incidents or to communicate with other members of the service, medical direction or other system users. Message status is maintained within the system to verify when messages are sent, replied to and read. Messages can be stored in the inbox for later reference. When unread messages are present in the inbox, a notification will appear on the top toolbar and on the Inbox link in the left menu. 1. From the top right, click the number link The Inbox page appears. NOTE: This number will change based on the number of unread messages in your inbox. 2. To view read messages, unread messages or both, from the View drop down menu, select the desired type of messages to display in the inbox. 3. To view a different number of records per page, from the Records drop down list, select the desired number of records. 4. To go directly to a page of records, from the Go to Page section at the bottom left, click the desired page number.

147 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To view a particular note, click the linked subject text or the corresponding folder icon. The appropriate note appears. 6. To view a PDF file of the report to which this note pertains, from the Associated Run Report Options section, click View PDF. 7. To view the online form of the report to which this note pertains, from the Associated Run Report Options section, click View Run Form. 8. To return to the list of messages, click List of Message. 6.3 Replying to Messages in the Inbox To share additional information with the sender of a note, users can use the inbox to reply to notes that they have received. 1. From the top right, click the number link The Inbox page appears. NOTE: This number will change based on the number of unread messages in your inbox. 2. Open the note to which you want to reply. NOTE: For more information about viewing notes, please refer to the above Viewing Notes in the Inbox section.

148 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the bottom of the page, click Reply This Message. 4. In the Message text field, type all desired text for the note. 5. OPTIONAL: To send a copy of this note to additional people, a. OPTIONAL: To narrow down the list of people displayed in the Service Staff section, use the Permission Groups drop down menu or the checkbox(es) to specify criteria that users should meet in order to show up in the Service Staff section. HINT: This can make it easier for you to locate the people you want to receive this message. To view all people again, you can click the Clear Filters button. b. In the Service Staff section, select the names of all staff to receive the message. HINT: To select more than one person, press and hold Ctrl while clicking each name. c. Click the Add icon. d. In the Administrative Contacts section, select the names of all system administrators to receive this message. HINT: To select more than one person, press and hold Ctrl while clicking each name. e. Click the Add icon. 5. To send the note, click Submit. To clear all text in the note, click Reset. To return to the original note without saving any changes, click <<Back. 6.4 Sending New Messages Users can send new notes to other system users. 1. From the top right, click the number link The Inbox page appears. NOTE: This number will change based on the number of unread messages in your inbox.

149 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From below the list of messages, click New Message. 3. From the Message Type drop down menu, select the desired category for this message. 4. In the Subject text box, type a title for the note. 5. In the Message text field, type the note. 6. To select people to receive this message, a. OPTIONAL: To narrow down the list of people displayed in the Service Staff section, use the Permission Groups drop down menu or the checkbox(es) to specify criteria that users should meet in order to show up in the Service Staff section.

150 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 150 HINT: This can make it easier for you to locate the people you want to receive this message. To view all people again, you can click the Clear Filters button. b. In the Service Staff section, select the names of all staff to receive the message. HINT: To select more than one person, press and hold Ctrl while clicking each name. c. Click the Add icon. d. In the Administrative Contacts section, select the names of all system administrators to receive this message. HINT: To select more than one person, press and hold Ctrl while clicking each name. e. Click the Add icon. 7. To send a copy of the message to the address in each recipient s profile as well as to their Fire Bridge inbox, select the Send an in addition to the Inbox, if available checkbox. 8. When finished, to send the note, click Submit. To clear all text of the note, click Reset. To return to the list of received notes, click <<Back. 6.5 Flagging Messages for Follow Up You can flag messages to remind yourself to follow up, if needed. Messages with white flags are not flagged for follow up; messages with red flags are. 1. From the top right, click the number link The Inbox page appears. NOTE: This number will change based on the number of unread messages in your inbox. 2. To flag a single message, in the Follow-Up column, click the Flag icon for the message you want to flag. 3. To flag multiple messages, a. Select the checkbox for each message to flag. b. From the Select an action for checked messages drop down menu, select Flag for Follow Up. 4. To clear a flag on a single message, in the Follow-Up column, click a red Flag icon for the message to be de-flagged. 5. To clear a flag on multiple messages,

151 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 151 a. Select the checkbox for each message for which to clear the flag. b. From the Select an action for checked messages drop down menu, select Clear Flag. 6.6 Deleting Messages System users can delete messages that they no longer need from their inbox. You can delete single or multiple messages. 1. From the top right, click the number link The Inbox page appears. NOTE: This number will change based on the number of unread messages in your inbox. 2. To delete a single message, a. For the appropriate message, click the Delete icon. A confirmation page appears. b. To delete the message, click Yes. To save the message, click No. 3. To delete multiple messages, a. For the desired messages, select the checkboxes. b. From the Select an action for checked messages drop down menu, select Delete Checked. 6.7 Submitting Feedback to ImageTrend Based on your permissions, you may have access to User Voice, which will allow you to submit ideas to ImageTrend and vote on which existing suggestions you think are a good idea. Guidelines User Voice is an open user forum and we ask that you follow certain guidelines to help ImageTrend and others respond to your feedback, as well as to maintain a community of respect among other users of ImageTrend products. Be as clear and specific as possible. Limit one suggestion per entry.

152 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 152 Only add new and unique ideas. If you see a similar idea but have additional suggestions, add that as a comment to the original post. Vote for suggestions based on your need or interest in the enhancement becoming a part of the product. Be respectful and courteous to others. If you disagree with an idea, offer constructive suggestions or simply do not vote for it. Submitting a New Idea You can submit new ideas for ImageTrend products through User Voice. 1. From the top left, click User Voice. The User Voice page opens in a new tab or window. HINT: You may have to click the More link in order to see the User Voice link. 2. In the Enter your idea text box, type a name for your suggestion. As you type, if any existing ideas use similar words to those you are typing, they appear below the text box.

153 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 153 NOTE: If no suggested ideas come up, skip to step If any of these suggested ideas are the same as the idea you were going to enter, vote for them or add comments as needed with additional information. HINT: For more information about voting or adding comments, please refer to the Voting for an Idea or Commenting on an Idea sections in this manual. OR To add a new idea, click Post a new idea Additional fields appear to allow you to enter your idea. 4. OPTIONAL: To assign this idea to a category, from the Category drop down menu, select the desired category. NOTE: You do not need to assign a category, but it can make it easier for other users to find your idea. 5. In the Describe your idea text box, type any additional detail you want to include about your idea. 6. OPTIONAL: To attach a file related to your idea, a. In the Describe your idea text box, click Attach a File. b. Click Choose File. The Choose File dialog box appears. c. Navigate to and select the desired file.

154 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 154 d. Click Open. The file is selected for attaching to your idea. 7. Click the number of votes you want to give for this idea. NOTE: You must vote for your own idea at least once. 8. When finished entering your idea, click Post Idea.. The idea is entered onto the User Voice forum. Voting for an Idea If you see an idea in the User Voice forum that you like, you can vote for that idea up to 3 times. Voting for an idea lets ImageTrend see how many people are interested in having a specific idea or feature developed. While this does not guarantee that a specific feature will be developed at any specific time, it does provide a way for you to easily give feedback on your Fire Bridge and its features. Keep in mind that you have a total of 15 votes to use. If an idea is developed and so is removed from the forum, you will get your votes back. In addition, you can always remove votes from an idea if you run out of votes and would prefer to vote for a different idea. 1. From the top left, click User Voice. The User Voice page opens in a new tab or window. HINT: You may have to click the More link in order to see the User Voice link. 2. Find the idea that you want to vote for.

155 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e On the left side, below the number of votes, click Vote. A pop up appears with buttons to vote. 4. Click the number of votes you want to give to this idea. Your votes are recorded. 5. To close the pop up, click anywhere on the page outside of it. Removing Votes for an Idea You can remove votes for an idea that you have votes for at any time. This may happen most often if you ve already used all your votes but want to vote for a new idea. You can either remove all your votes for a particular idea or just use fewer votes. 1. From the top left, click User Voice. The User Voice page opens in a new tab or window. HINT: You may have to click the More link in order to see the User Voice link. 2. Locate the idea you want to remove votes from.

156 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the Votes button. HINT: Any idea you have votes for will display the number of times you voted for it on the Vote button. The voting pop up appears. 4. To enter a different number of votes, click the appropriate number of votes. OR To remove all your votes for this idea, click the Remove Votes link on the right side of the pop up. Your votes are adjusted. 5. To close the pop up, click anywhere on the page outside of it. Commenting on an Idea At times, you may want to add a comment to an idea. This might be to expand on another person s idea that you agree with, ask a question or give an example of how your agency might use this feature. You can add comments on to any existing idea. 1. From the top left, click User Voice. The User Voice page opens in a new tab or window. HINT: You may have to click the More link in order to see the User Voice link.

157 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Find the idea that you want to add a comment for. 3. Click the name of the idea or the associated Comments link. The idea opens. 4. In the Add a comment text box at the bottom of the page, type your comment. 5. Click Post comment. The comment is added to the idea and will be visible to everyone looking at this idea in User Voice. 6.8 Viewing Documents The Fire Bridge can contain documents and website links to be accessed and used as resources. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Documents. The Document Resource Center page appears. 3. To view a particular resource, from the list of documents, click the name of the desired document.

158 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Editing Document Information Administrators can change the title of a document and the information that appears when a system user rests his or her mouse above the title without clicking. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Documents. The Document Resource Center page appears. 3. From the list of documents, click the correct Edit button. The Edit Upload Document screen appears. 4. To change the title, in the Short Description text box, type the new title. 5. To set this document up to display for easy selection in the Attachments window of a run form, in the Display in Incident Attachments section, select Yes. 6. To save the information, click OK. To return to the list of documents without saving the changes, click Back. NOTE: Additional sections may be present depending on the document type Adding New Documents Administrators can upload new documents to the Fire Bridge system for other system users to access. Documents in this section can include protocols, reference guides or reports that all system users should be able to access. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Documents. The Document Resource Center page appears. 3. From the (Service Name) Document Resource Center table, click Add Document. 4. In the Choose Document Type table, select the type of document you will be created.

159 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 159 NOTE: Type-In provides a text editor for administrators to type the document information into. Upload allows administrators to place a copy of a document (such as a Word or Excel file) in the Fire Bridge. URL provides a link that users can click to open a Web page. 5. Click Submit. 6. For a type-in document, a. In the Short Description text box, type the name of the document. b. Click OK. A text box appears. c. Type your information into the text box. d. When finished, click Save. The type-in document is saved. 7. For uploaded documents, a. In the Short Description text box, type the name of the document. b. In the Path section, click Browse. The Upload File dialog box appears. c. Navigate to and select the file to upload. d. Click Open. The file is selected and the Choose File dialog box closes. e. To set this document up to display for easy selection in the Attachments window of a run form, in the Display in Incident Attachments section, select Yes. f. Click OK. The document is uploaded. 8. For URLs, a. In the Short Description text box, type the name of the link as it should appear on the Documents page. b. In the URL of WebSite text box, type or paste the URL. c. Click OK. The URL is added to the document list Deleting Documents Administrators with the correct permissions can remove documents from the document list. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Documents. The Document Resource Center page appears. 3. From the list of documents, click the correct Edit button. The Edit Upload Document screen appears. 4. Click Delete. The document is deleted.

160 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 160 CHAPTER 7 WORKING WITH LOCATIONS AND OCCUPANTS

161 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter explains the purpose and use of location, organization and occupant profiles. Administrators can view, add, delete and edit these profiles, which can then be used to simplify data entry on incident reports and inspection reports. 7.2 Overview of Location, Organization and Occupant Profiles The Fire Bridge allows for the creation of location, organization and occupant profiles to simplify data entry for inspections and incidents. These profiles contain a variety of information that can be referenced at any time or can reduce data entry on incident and inspection reports. If location profiles are set up within the Fire Bridge system, they provide a central location for information about a particular site. This can be accessed during an incident to provide contact information for involved persons, information about dangerous materials on site and layout information. These locations can be selected from an NFIRS report, which will automatically fill in any information that has been added to the location profile. In addition, information from inspections or past incidents can be stored with the location profile in order to keep a record of any ongoing issues the site may have. Locations can be associated with a larger organization (e.g., associating all apartment buildings owned by a particular landlord to track possible issues), with a particular zone (e.g., to keep track of which station is responsible for the location), and with tenants currently using the location. Each location can have lists of important information about the site, including the location of gas mains or fire hydrants, reports from previous incidents, and dangerous on-site materials. Organization profiles contain information about a single entity that may occupy several locations. This could include a landlord with several properties or a university with multiple buildings. Organization profiles may also include contact information or an address for a main office. The primary purpose of organization profiles is to allow services to keep track of locations that may be connected by a common owner, manager or corporate identity. Each location profile may be linked to an organization profile if desired. Occupant profiles contain information about the tenants of a location, including contact information and records of any inspections or incidents related to the tenant. Occupants are associated with locations, which can keep profiles for both current and past occupants. Occupant profiles are important if the Fire Bridge is used to keep track of inspections. Inspections are performed on occupants and thus will be associated with occupant profiles rather than location or organization profiles. 7.3 Viewing Location Information Each location that has already been set up in the system should contain information about the site. Users can view this site information, which may be useful in learning about the site in case of an incident. Administrators can also edit information for the location to keep the profile updated. The location profile can be navigated using the toolbar that will appear at the top of the page. This allows system users to view a basic overview of information about the site, a list of previous fire incidents, information about current and former occupants of the location, information about any materials of interest on the premises, maps of the location and of fire hydrants, and any documents relating to the location that have been uploaded. 1. From the top left, click My Fire Department.

162 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Modules tab, select Locations. A list of locations appears. 3. To sort the list by specific criteria to better find a particular location, above the list of locations, use the drop down menus and the text box to enter the desired search terms. 4. To open a particular record, click the linked location number of location name. The Location Profile page appears.

163 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Using the toolbar at the top of the page and the links available in each page, navigate to the desired information. Search Locations Brings the user back to the list of locations. Location Info Provides an overview of information about the location, including basic building information, contact and location information, and a list of reports from past fire incidents. Occupants Each location should have occupants, which are the companies or groups that use the site. Users can use this link to add new occupants to a location or view information about current and past occupants. Pre-Plan Info Provides any information that may be useful in case of an incident at the location. This can include a specific action plan, information about hazardous materials or other materials of interest, location information for fire hydrants, and a map. Documents Relevant documents (e.g., floor plans, specialized maps) can be uploaded and associated with a location. 7.4 Adding Locations Administrators can create new location profiles to ensure the list is complete. Initially, the application will prompt administrators to add basic information about the location. Once this information is saved, administrators can return to the profile and edit it to add occupants, pre-plan information or documents. 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. A list of locations appears.

164 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From below the list of locations, click Add Location. The Add Location page appears. 4. Using the provided fields, enter the basic location and identification information about the location. 5. Click Add. If you chose to automatically generate an occupant profile for this location, a confirmation dialog box appears. 6. If prompted, to create the occupant record, click OK. The location and occupant record(s) are created, and the Location Profile page appears. 7. Using the provided links from the Location Profile page and the toolbar, edit the profile to contain all desired information. HINT: For more information, please refer to Editing Location Profiles. 7.5 Editing Location Profiles Administrators can edit location profiles to update information or to complete the profile of a new location. Location profiles contain many different aspects that can all be edited individually. In addition, administrators can add or edit occupant profiles, pre-plan information or documents that are associated with this location profile. To open a location profile for editing: 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. From the list of locations, click the name of the location to edit. 3. Using the provided links from the Location Profile page and the toolbar, edit the desired information.

165 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 165 Editing Basic Location Information Basic location information is available from the main Location Profile page. This information includes address and GPS position, contact information, identification information and any desired comments about the location. 1. If the Location Profile page is not currently displayed, from the toolbar, click Location Info. 2. From the Location Information section, click Edit Location. 3. From the resulting page, click Edit. 4. Using the provided fields, change or add any information. 5. Click OK. Editing Building Information Information about the building at the location is available from the main Location Profile page. This includes information about the type, use and size of the building as well as about the fire detector and extinguishing systems in place. 1. If the Location Profile page is not currently displayed, from the toolbar, click Location Info. 2. From the Building Information section, click Edit Building. 3. From the resulting page, click Edit. 4. Using the provided fields, change or add any information. 5. Click OK.

166 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 166 Adding Location Contacts Information about contact persons for the location is available from the main Location Profile page. 1. If the Location Profile page is not currently displayed, from the toolbar, click Location Info. 2. From the Location Contacts section near the bottom of the page, click Add Location Contact. The Lookup Contacts window appears. 3. To associate a contact already existing in the system with this location, a. Locate the desired contact. b. Click the contact s name. The contact is added OR To add a new contact to the system,

167 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 167 a. Click Create New Contact. The Add Contact page appears. b. In the Contact Name section, enter this contact s name. c. In the Business Name text box, type the name of the business or organization this contact is with. d. In the Street Address, Apt/Suite and/or P.O. Box fields, enter the contact s address. e. From the Favorite Location drop down menu, select the appropriate city, county and state. OR i. In the Postal Code text box, type the zip code. ii. Click Update Now. f. In the text box, type this contact s address. g. In the Active Status section, select whether this contact should be active and visible to all users or inactive and only visible to administrators within this section. h. In the Phone Numbers section, enter all known phone numbers for this contact. i. In the Miscellaneous Information section, enter all additional information about this contact. j. If your agency uses contact groups, in the Contact Groups section, select all groups that this contact should be included in.

168 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 168 HINT: To select multiple groups, press and hold the Ctrl key while clicking each desired group. k. In the Notes section, type any additional information. l. Click OK. The contact is added to the system and associated with the location. Editing Location Contacts Information about contact persons for the location is available from the main Location Profile page. Administrators can edit information about existing contact persons. 1. If the Location Profile page is not currently displayed, from the toolbar, click Location Info. 2. From the Location Contacts section, click the name of the contact person to edit. An overview of the contact s information appears. 3. Click Edit. 4. Using the provided fields, change or add all desired information about this contact person. 5. Click OK.

169 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 169 Updating Contact Order If there are multiple contacts for a location, you can change the order in which they should be listed and contacted. 1. If the Location Profile page is not displayed in the location s profile, from the toolbar, click Location Info. 2. From the Location Contacts section, from the right side of the header, click Edit Contact Order. The Contact Order fields become editable. 3. Using the drop down menus, select the desired order for each contact. 4. From the upper right, click Save Order. The changes are saved. 7.6 Adding Occupants Administrators can add occupant profiles to a location profile. This option can be used to ensure that information about all current and past occupants is kept in the system for reference. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Locations. 3. From the list of locations, click the name of the location to edit. 4. From the toolbar at the top of the Location Profile page, hover your mouse above the Occupants link. 5. From the resulting menu, click Add Occupant.

170 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 170 The Occupant information page appears. 6. In the Occupant Information section, enter all information specific to this occupant. HINT: To copy information that will be duplicated from the location, click the Populate from Location button. 7. In the Address section, enter any address information that is different from the location s address. 8. In the Contact Information section, enter all phone numbers and addresses you want to keep on file for this occupant.

171 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Position section, enter all geographic information about this occupant. 10. If your agency uses occupant groups, in the Groups section, select all groups to include this occupant in. HINT: To select multiple groups, press and hold the Ctrl key while clicking each desired group. 11. In the Service Defined Questions section, enter any additional information requested about this occupant. 12. In the Notes section, type any additional details you want to record about this occupant. 13. Click OK. 14. Using the linked provided on the Occupant Profile page, add any additional information. HINT: For more information, please refer to Editing Occupant Profiles. 7.7 Editing Occupant Profiles Administrators can edit occupant profiles to keep information current or to keep complete records of past occupants. Each profile allows administrators to keep track of basic information about the occupant, contact persons and inspections that have been performed. Information about the occupancy start and end date determines whether this occupant will be considered a present or past occupant of the location. To open an occupant record for editing: 1. Under the Modules tab, select the Occupants link. OR From a location record, from the toolbar at the top, hover over the Occupants tab. 2. Select the desired occupant.

172 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 172 Components of an Occupant Record Occupant records contain a variety of information about the tenants within a location. This includes basic information about the locality of the occupant and location, a list of contacts and inspections, an overview of maintenance information and activities taken in regards to this occupant and any custom occupant questions that your service has defined. This page is a summary of the occupant s information, but most records can be opened to view more detail or update them. The occupant record allows you to edit overview information about the occupant, add or remove contacts, add or remove inspection records, update the maintenance records for an occupant and add or remove records for activities regarding this occupant. Editing Basic Occupant Profile Information Administrators can change basic occupant information including address and GPS position, contact information, identification and occupancy information and any desired comments about the occupant. Information about the occupancy start and end date determines whether this occupant will be considered a present or past occupant of the location. 1. Open the desired occupant s record.

173 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the Occupant Information section, click Edit Occupant. 3. In the resulting page, use the provided fields to change or enter any information. 4. Click OK. Adding Occupant Contacts Information about contact persons for the occupant is available from the main Occupant Profile page. 1. If the occupant s profile is not already displayed, from the toolbar at the top of the page, hover the mouse over the Occupants link and click the name of the desired occupant. OR From the left menu, select the Occupants button and select the desired occupant. 2. From the Occupant Contacts section, click Add Contact.

174 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 174 The Lookup Contacts window appears. 3. To associate a contact already existing in the system with this occupant, a. Locate the desired contact. b. Click the contact s name. The contact is added OR To add a new contact to the system,

175 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 175 a. Click Create New Contact. The Add Contact page appears. b. In the Contact Name section, enter this contact s name. c. In the Business Name text box, type the name of the business or organization this contact is with. d. In the Street Address, Apt/Suite and/or P.O. Box fields, enter the contact s address. e. From the Favorite Location drop down menu, select the appropriate city, county and state. OR i. In the Postal Code text box, type the zip code. ii. Click Update Now. f. In the text box, type this contact s address. g. In the Active Status section, select whether this contact should be active and visible to all users or inactive and only visible to administrators within this section. h. In the Phone Numbers section, enter all known phone numbers for this contact. i. In the Miscellaneous Information section, enter all additional information about this contact. j. If your agency uses contact groups, in the Contact Groups section, select all groups that this contact should be included in.

176 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 176 HINT: To select multiple groups, press and hold the Ctrl key while clicking each desired group. k. In the Notes section, type any additional information. l. Click OK. The contact is added to the system and associated with the occupant. Editing Occupant Contacts Information about contact persons for the occupant is available from the main Occupant Profile page. Administrators can edit information about existing contact persons. 1. If the occupant s profile is not already displayed, from the toolbar at the top of the page, hover the mouse over the Occupants link and click the name of the desired occupant. OR From the left menu, select the Occupants button and select the desired occupant. 2. From the Occupant Contacts section, click the name of the contact person to edit. Additional details about the contact appear. 3. From the resulting page, click Edit. 4. Using the provided fields, change or add all desired information about this contact person. 5. Click OK. Adding Inspections Inspections are associated with occupants. Each occupant profile can have a list of inspections performed with their results in order to keep a complete record. 1. If the occupant s profile is not already displayed, from the toolbar at the top of the page, hover the mouse over the Occupants link and click the name of the desired occupant. OR From the left menu, select the Occupants button and select the desired occupant. 2. From the Occupant Inspections section, click Add Inspection. 3. Using the provided fields, enter information about the inspection. 4. Click OK. An inspection form appears.

177 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 177 HINT: For more information about completing the inspection form, please refer to the Working with Inspections chapter. Editing Inspections Administrators can return to inspection forms to edit existing information or to add additional information. For more information about the information required on inspection forms, please refer to the Working with Inspections chapter. 1. If the occupant s profile is not already displayed, from the toolbar at the top of the page, hover the mouse over the Occupants link and click the name of the desired occupant. OR From the left menu, select the Occupants button and select the desired occupant. 2. From the Occupant Inspections section, click the name of the inspection to edit. An overview of the inspection will appear. 3. Click Edit. 4. Using the provided fields on each tab, change or enter information about the inspection. HINT: For more information about completing an inspection form, please refer to the Working with Inspections chapter. Editing Maintenance Information Each occupant record can keep track of when specific items were last inspected and maintained. Administrators can edit the dates and description of recent maintenance and inspections. 1. If the occupant s profile is not already displayed, from the toolbar at the top of the page, hover the mouse over the Occupants link and click the name of the desired occupant. OR From the left menu, select the Occupants button and select the desired occupant. 2. From the Maintenance section, click Edit Maintenance. 3. Click Edit. The fields become editable.

178 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the resulting fields, type new information about maintenance. 5. When finished, click OK. Adding Occupant Task Records Occupant records can keep track of any contact or tasks your organization has related to the occupant. Task records for occupants are used to keep track of each contact. 1. If the occupant s profile is not already displayed, from the toolbar at the top of the page, hover the mouse over the Occupants link and click the name of the desired occupant. OR From the left menu, select the Occupants button and select the desired occupant. 2. From the Tasks section, click Add Task. The Task Details page appears. 3. Using the provided fields, type information to keep track of this contact with the occupant. 4. When finished, click Submit. 7.8 Summary of Pre-Plan Information Pre-plan information for a location allows services to create a central position for all information that may be useful in coordinating an incident. This includes basic instructions for handling an incident, detailed information about that building (e.g., type of roof, location and type of water supplies, location and type of utilities and fire suppression systems). This information can be accessed from the system at any time to provide access instantly for those who need it on a call. Any dangerous materials and hazmat that may be routinely kept at this location can be recorded to ensure that responders are aware of its presence and can plan accordingly. In addition, the location profile can provide a map to the location, a list of nearby fire hydrants and their information.

179 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Working with Plans and Building Information Administrators can store instructions on a location s profile for dealing with a potential incident as well as more detailed information about the building. Any special instructions or information that should be imparted to system users can be entered in the blank text fields, and more specified information about the building, fire suppression techniques, utilities and water supplies can be included. In addition, administrators can create more categories of building information to maintain organized records of relevant information. To access these basic planning options: 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the list of locations, click the name of the location to edit. 4. From the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Overview. The Overview page appears. 5. Using the provided fields and information, complete any desired actions. Generating a Pre-Plan Report If your agency has pre-plan information set up for a specific location, you can quickly generate a report with the pre-plan information in PDF format that can be saved or printed for offline access. 1. Open the desired location profile.

180 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Pre-plan Report. The report appears in a new tab or window. Editing Overview Information Administrators can edit the instructions and information available for users. The text fields allow the administrator to type any instructions or information they want to pass on to the system users, while the Additional Building Information section provides an organized area for building information.

181 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If the pre-plan overview information is not already displayed, from the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Overview. 2. To edit the free text in the text boxes, in the Preplan Description and Special Instructions text boxes, change or add any desired text. 3. To edit existing building information, a. From the Additional Building Information table, click the record to edit. Information for that record appears in the fields below the table. b. Using the provided fields, enter all relevant information for this building record. c. When finished, click Save Utility. 4. When finished, at the bottom of the page, click Save. Working with Building Information Categories Administrators can customize the categories that appear to organize additional building information. These categories can be added or removed, or rearranged to display the most important first.

182 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If the pre-plan overview information is not already displayed, from the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Overview. 2. Below the Additional Building Information table, beside the Category drop down menu, click Add Category. The Category Setup window appears. 3. To edit a category name, in the corresponding Category text box, change the information. 4. To change the order in which these categories appear in the Additional Building Information table, in the Sort Order text boxes, type whole numbers conforming to the order in which the categories should appear. 5. To add a new category, in the Add New Category section, type a name and sort order for the category. 6. To delete a category, select the corresponding Delete checkbox.

183 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished, to save any changes, click OK. To exit without saving changes, click Close. Adding Building Information Records Administrators can add new records to the Additional Building Information table. 1. If the pre-plan overview information is not already displayed, from the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Overview. 2. Below the Additional Building Information table, in the Category drop down menu, select the category in which this record should appear in the table. 3. In the Type text box, type an identifying name for this record (e.g., sprinkler system or roof construction). 4. In the Location text box, type a description of where the item is within the location. 5. In the Description text box, type any additional information that may be relevant to this record. 6. OPTIONAL: To check the spelling of your entry in the Description field, click the Spell Check button. 7. When finished, click Save Additional Building Info Working with On-Site Materials If a location contains materials that may be hazardous or that service personnel should know about when working with the location, they can be recorded in the location s profile. 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the list of locations, click the correct location.

184 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the toolbar at the top of the page, hover the house over the Pre-Plan Info link and select On-Site Materials. The list of on-site materials appears. 5. To add a new material, a. From the Select On-Site Material drop down menu, select the correct substance. b. From the Select On-Site Storage Use drop down menu, select the purpose of the substance. c. Click Add Material. The material is recorded at the location Mapping a Location The Fire Bridge will generate a map that can display hospitals, hydrants and stations near the location. 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the list of locations, click the name of the location to edit. 4. From the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Mapping.

185 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 185 The Mapping page appears. 5. OPTIONAL: To view hospitals, hydrants or stations whose location is logged in the Fire Bridge on the map, from the Map Options section, select the appropriate options and click Filter Map. The map displays the new information. 6. To zoom in or out, using the window overlaying the map, use your mouse wheel to zoom. 7. To move the portion of the map displayed, click within the map and drag to the desired position. OR Using the window overlaying the map, click the directional arrows until the desired portion of the map is displayed. 8. OPTIONAL: To change the appearance of the map (i.e., to display only roads, a two-dimensional image of the area, or a three-dimensional view of the area), from the window overlaying the map, click Road, Aerial or Bird s eye. 9. OPTIONAL: To display names of streets and other landmarks, from the window overlaying the map, select the Show labels checkbox. To hide names of streets and landmarks, from the window overlaying the map, deselect the Show labels checkbox Working with Hydrant Records Hydrant records can be found in several places within the system. Records can be associated with a particular location to make it easier to find a hydrant in case of an incident, or a record can be created independently of any location. Hydrant records that are associated with a location can be accessed through both the hydrant records within that location and the Hydrants button in the left menu.

186 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 186 To access hydrant records associated with a location: 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the list of locations, click the name of the location to edit. 4. From the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Hydrants. A list of existing hydrants associated with this location appears. Adding a Hydrant Record to a Location You can associate a hydrant record in the system with any location. To add a hydrant to the system, you will need to work in the Hydrants section (rather than the Hydrants section for the location).

187 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If the pre-plan hydrant information is not already displayed, from the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Hydrants. 2. From the bottom of the page, click Add Hydrant. The Hydrant Lookup page appears. 3. Locate the desired hydrant(s) to associate with this location. 4. Select the checkbox for each hydrant to associate with this location. 5. Click Add Selected Hydrant. The hydrant(s) are associated with the location. Viewing and Editing Existing Hydrant Records Hydrant records can be opened either from a location record they are associated with or from the Hydrants section.

188 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the left menu, click Hydrants. OR From a location profile, hover the mouse over the Pre-Plan Info button in the toolbar and select Hydrants from the resulting menu. HINT: Selecting Hydrants from the left menu will display all hydrant records saved in the system, while opening the hydrant list from a location profile will display only those hydrant records associated with the location. 2. To open a hydrant record, click the hyperlinked Hydrant ID or location. The hydrant record opens.

189 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To change information in the record, click Edit. The record becomes editable. 4. Using the provided fields, make any desired changes. 5. When finished, at the bottom of the page, click OK Working with HazMat Records Administrators can save records of any hazardous materials that are stored at a location. To access the HazMat records: 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the list of locations, click the name of the location to edit. 4. From the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select HazMat. A list of any existing HazMat records appears. Viewing and Editing HazMat Records Depending on the service s permission groups, most system users will be able to view existing HazMat records. Administrators can also edit these records to keep the location profile current. 1. If the pre-plan HazMat information is not already displayed, from the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select HazMat. 2. From the table of HazMat records, click the HazMat ID number of the desired record. The record opens. 3. To edit the record, a. Use the provided fields to change or enter all relevant information. HINT: Be sure to enter the NFPA 704 fire diamond values. b. When finished, to keep the changes, click Save.

190 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 190 Creating New HazMat Records Administrators can create new HazMat records for a location. 1. If the pre-plan HazMat information is not already displayed, from the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select HazMat. 2. Click Add HazMat. The HazMat page appears.

191 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Using the provided fields, complete the new record. HINT: Be sure to enter the NFPA 704 fire diamond values. 4. When finished, to keep the new record, click Save Working with Sprinklers Administrators can add sprinkler records to a location s pre-plan information. This record can keep track of basic information about the sprinkler and its location, information about testing and properties and any other information your service would like to track. To access sprinkler records: 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the list of locations, click the name of the location to work with. 4. From the toolbar at the top of the page, hover the mouse over the Pre-Plan Info link and select Sprinkler. A list of existing sprinklers appears. Adding Sprinkler Records Administrators can add sprinkler records to a location s record to keep track of the location and type of sprinklers.

192 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If the list of sprinklers is not displayed, from the toolbar at the top of the page, hover the mouse over Pre-Plan Info and select Sprinkler. 2. From the bottom of the page, click Add Sprinkler. The Sprinkler page appears. 3. Using the provided fields, enter any desired and known information about the sprinkler. 4. When finished, from the bottom of the page, click Add.

193 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Working with Location Documents Administrators can upload documents to the Fire Bridge that can be associated with a particular location. This allows location profiles to contain floor plans, specifications or any other relevant files. Viewing Documents The Fire Bridge can contain documents and website links to be accessed and used as resources. 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the toolbar at the top of the page, click Documents. A list of attached documents appears. 4. To view a particular resource, from the list of documents, click the name of the desired document. Editing Document Information Administrators can change the title of a document and the information that appears when a system user rests his or her mouse above the title without clicking. 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations.

194 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the toolbar at the top of the page, click Documents. A list of attached documents appears. 4. From the list of documents, click the correct Edit Document icon. The Location Document Upload screen appears. 5. To change the title, in the Title text box, type the new title. 6. To change the explanation, in the Description text box, type the new text. 7. To save the information, click Submit. Adding New Documents Administrators can upload new documents to the location profile. 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the toolbar at the top of the page, click Documents. A list of attached documents appears. 4. From the Attached Documents table, click Add New Document. 5. In the Title text box, type a name for this document.

195 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Description text box, type a short description of this document. NOTE: This short description will be displayed under the name of the document on the Documents page. 7. In the File section, click Choose File. The Choose File dialog box appears. 8. Navigate to and select the desired document. 9. Click Open. The document is selected and the Choose File dialog box closes. 10. Click Submit. The new document is added to the Documents list. Deleting Documents Administrators with the correct permissions can remove documents from the document list. If these documents will be used as a part of the service s documentation, do not delete them. Once they are deleted, these documents cannot be accessed from the system and any documentation including these documents will no longer contain the document. 1. From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From the toolbar at the top of the page, click Documents. A list of attached documents appears. 4. From the Attached Documents table, for the document to remove, click the corresponding Delete icon. The document is deleted Managing Organizations Locations can be arranged into organizations, providing a way to group similar locations or tenants. This can be useful in order to track problems that may be common to one particular organization, allowing the fire service to anticipate future problems (e.g., if a particular landlord with multiple properties commonly has malfunctioning sprinklers, the service may wish to schedule inspections for the landlord s other properties). Users can work with existing organizations or add new organizations to ensure that information is up-todate.

196 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the top left, click My Fire Department. 2. Under the Modules tab, select Locations. 3. From below the list of locations, click Manage Organization. A list of existing organizations appears. 4. To edit an existing organization, a. From the list of organizations, click the desired organization name. The organization profile appears. b. In the Organization Information page, use the provided fields to enter all desired information. c. To save the information, click Edit. 5. To create a new organization, a. Below the list of organizations, click Add Organization. b. In the Organization Information page, use the provided fields to enter all desired information. c. To save the information, click Add. 6. To delete an organization, a. From the list of organizations, click the desired organization name. b. Click Delete.

197 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 197 CHAPTER 8 MANAGING INSPECTIONS

198 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview System users can log and view inspection records for location occupants. This chapter explains where and how to view inspection records and how to edit and add records. Inspection Code Copyright Information This software contains information which is proprietary to and copyrighted by or licensed to International Code Council, Inc. The portions of information copyrighted by or licensed to the International Code Council, Inc., have been obtained and reproduced with permission. The acronym ICC, the ICC logo, IFC, are federally protected trademarks and service marks of ICC. All other code titles are the trademarks and services marks of the International Code Council, Inc. ALL RIGHTS RESERVED. Without advance written permission from the International Code Council, Inc., no part of the International Code Council, Inc. s copyrighted or licensed material may be reproduced, distributed or transmitted in any form of by any means, including, without limitation, electronic, optical or mechanical means (by way of example and not limitation, photocopying, printing, or recording by or in an information storage retrieval system). For information on permission to copy the International Code Council, Inc. materials, please contact: Publications, 4051 West Flossmoor Road, Country Club Hills, IL Phone ICC-SAFE ( ). 8.2 Overview of Inspections Inspection forms can be completed in the Fire Bridge and stored with an occupant s profile to keep complete records of any consultations, inspections or violations. In order to create inspection records and complete inspection forms, the occupant being inspected and the location at which they reside must have profiles created in the system. Keeping complete information within the occupant and location profile can also make filling out inspection forms more efficient, as information can be copied from the profile into the inspection form. Inspections can be classified by type, which allows administrators to view categorical information about the inspection at a glance. For instance, this is an easy way to distinguish between inspections that were scheduled, consultations and follow-up inspections. Inspections can also be completed using the optional Inspections client application, which can be downloaded onto a laptop and used in the field. Instructions for the Inspections client application are available separately. 8.3 Viewing Inspections Administrators can schedule inspections, which will be recorded in the Fire Bridge and can be displayed on the calendar in the Scheduler (if the optional Scheduler add-on is used). Other users can search through and view scheduled and completed inspections. Inspections can be accessed from a list of all inspections or from the profile of a specific occupant. Completed inspections have multiple tabs that each contain different information about the inspection. Viewing Inspections: From the Inspections Page 1. From the top left, click My Fire Department.

199 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Modules tab, click Inspections. A list of inspections appears. 3. OPTIONAL: To search through the list for inspections that fit certain criteria, use the fields at the top of the page to enter the desired criteria. The list is filtered to display only those results matching the entered criteria. 4. To view more information about a particular inspection, click the inspection type of the desired inspection. 5. Click through the tabs at the top of the page to display additional information. Viewing Inspections: From the Occupant Profile 1. From the top left, click My Fire Department.

200 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Modules tab, click Occupants. A list of occupants appears. 3. Select the occupant whose inspection you want to view. The profile of the occupant will appear. 4. In the Occupant Inspections section, select the inspection you want to view. 5. Click through the tabs at the top of the page to display additional information. 8.4 Completing Inspection Records Inspection records for an occupant can be created from the occupant s profile. After submission of the basic record (including date and inspector information and a summary of issues), system users can complete the remaining inspection form information. To ensure a comprehensive record, complete all forms detailed in the sections below. Adding an Inspection Basic Form from the Inspections Page System users must first complete the inspection basic form. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inspections. A list of inspections appears. 3. At the bottom of the list, click Add Inspection. A list of occupants appears. 4. Select which occupant you want to add an inspection form to. 5. In the Occupant Inspections section, click Add Inspection. A blank inspection form will appear.

201 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Using the provided fields, enter the summary information about the inspection. When finished, click OK. The inspection form appears, with tabs for each additional section that can be completed. 7. If necessary, to edit any part of the inspection basic form, click Edit to return to the editable record. Adding an Inspection from the Occupant Profile System users must first complete the inspection basic form. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Occupants.

202 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 202 A list of occupants appears. 3. Select the occupant you want to add an inspection to. The profile of the occupant will appear. 4. In the Occupant Inspections section, click Add Inspection. A blank inspection form will appear. 5. Using the provided fields, enter the summary information about the inspection. When finished, click OK.

203 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 203 The inspection form appears, with tabs for each additional section that can be completed. 6. If necessary, to edit any part of the inspection basic form, click Edit to return to the editable record. Completing Supplemental Forms Each inspection will require the inspector to complete certain forms specific to that occupant, location or inspection type. These forms will need to be added to the inspection record and then can be individually completed. 1. Add a new inspection or open the inspection you want to add supplemental forms to. HINTS: For more information about opening an inspection, please refer to the Viewing Inspections: From the Inspections Page or Viewing Inspections: From the Occupant Profile sections. For more information about adding a new inspection, please refer to the Adding an Inspection from the Inspections Module or Adding an Inspection from an Occupant Profile sections. 2. Select the inspection you need to add supplemental forms to.

204 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the inspection record, click the Supplemental Forms tab. The Supplemental Forms page appears. 4. From the Available Forms scroll box, select the form(s) to add to the record. HINT: To select more than one form, press and hold Ctrl while clicking each form. To select a range, press and hold Shift while clicking the first and last forms in the range. 5. Click Add Selected Forms. A list of attached forms beings in the Inspection Supplemental Forms table. The blank forms are now available for completion. 6. To complete each form, a. From the Inspection Supplemental Forms table, click the form to fill out. The form appears in a new window. b. Using the provided fields, complete the form. c. When finished, click Submit. 7. To remove an unnecessary supplemental form, a. From the Inspection Supplemental Forms table, click the form to remove. The form appears in a new window. b. From the bottom of the screen, click Delete. c. From the confirmation dialog box, click Yes. 8. Repeat steps 4 7 until all desired forms are completed. The Occupancy Record Information for the Occupancy tab is drawn from the occupant s record. If this information is incomplete, the inspection form will also be incomplete. To complete this tab, complete the occupant s record. Reporting Violations Information about any violations discovered during the inspection can be logged with the inspection record. Each violation record can include classifying information such as its code and category and details about dates or fines. 1. From the list of occupants, click the inspection you want to report a violation for. HINTS: For more information about opening an inspection, please refer to the Viewing

205 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 205 Inspections: From the Inspections Page or Viewing Inspections: From the Occupant Profile sections. For more information about adding a new inspection, please refer to the Adding an Inspection from the Inspections Module or Adding an Inspection from an Occupant Profile sections. 2. From the inspection record, click the Violations tab. 3. To create a new violation record, click Add Violation. 4. Use the provided fields to complete the violation record. HINT: To browse a list for the code and category of the violation, click Lookup Violation. 5. When finished documenting the violation, click OK. 6. Repeat steps 3 5 until all violations have been documented. Updating Violation Records You can update a violation record whenever needed. This is most commonly done when a violation has been corrected and you need to record that date on which it was corrected and/or re-inspected. 1. From the occupant s record, click the inspection for which you want to update the violation. HINTS: For more information about opening an inspection, please refer to the Viewing Inspections: From the Inspections Page or Viewing Inspections: From the Occupant Profile sections. For more information about adding a new inspection, please refer to the Adding an Inspection from the Inspections Module or Adding an Inspection from an Occupant Profile sections. 2. From the inspection record, click the Violations tab. The Violations page appears.

206 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the violation or the violation code for the violation you want to update. Additional details appear. 4. Click Edit. The violation details become editable. 5. Using the provided fields, enter or update any additional details. 6. From the bottom of the page, click OK. The violation record is updated. Attaching Additional Documents Documents can be attached to an inspection record to keep additional documentation. Some useful documents that could be attached may include images of violations or bills for fines. 1. From the occupant s record, click the inspection to which to add additional forms. HINTS: For more information about opening an inspection, please refer to the Viewing Inspections: From the Inspections Page or Viewing Inspections: From the Occupant Profile sections.

207 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 207 For more information about adding a new inspection, please refer to the Adding an Inspection from the Inspections Module or Adding an Inspection from an Occupant Profile sections. 2. From the inspection record, click the Documents tab. The Documents page appears. 3. To attach a new document, click Add New Document. 4. Using the provided fields, type a name and description for the document. 5. Click Browse to locate the file to be uploaded and click Open when the desired document is selected. 6. When finished, click Submit. 7. Repeat steps 3 6 until all desired documents are added.

208 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 208 CHAPTER 9 WORKING WITH INVENTORY

209 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter explains how to work with sites, products and items in the Inventory module. 9.2 Introduction to ImageTrend s Inventory Module The Inventory module allows you to keep track of a wealth of information about the items you keep in your agency. This can include the full specifications of each item, where it is located, any warranty information and more. 9.3 Configuring your Dashboard The Dashboard is the page you will see when you first open the Inventory module. It gives you a snapshot of some of important information in your system. You can add widgets to the page to give you quick access to the information you want to see and access most often. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens with the Dashboard tab displayed. 3. To view a list of all elements that can be displayed, from the right side, click Display Preferences. 4. From the list that appears, to display a particular element, select the corresponding checkbox. 5. To hide an element that is currently displayed, deselect the corresponding checkbox. 6. When you are satisfied with the selected modules to display on the Dashboard, click Save. 7. When finished, to hide the list, click Display Preferences again. 8. To move elements, hover the mouse directly above the element s title until it becomes a foursided arrow. 9. Click and drag the element to its new place on the page; all other elements will automatically move to accommodate the new layout. 9.4 Overview of Product Categories, Products and Items Product categories, products and items are all interconnected within the Inventory system to help you keep track of your inventory. Understanding the way these work together and which is which will make your efforts easier.

210 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 210 Items are the individual things you enter into the system to keep track of; for example a specific hammer or the laptop assigned to Engine 5. Products are things that you can buy or stock items of, with specific attributes that will pertain to every item. For example, when you are adding computers to your inventory system, the 12.1 Panasonic Toughbook C1 would be a product. If you have five Toughbook C1 computers, each of those five computers would be an item. Products and items are similar but are entered separately, and you must have products set up before you have an item. Product categories allow a way to organize your products, making them easier to find if you keep track of a lot of inventory. You can have multiple levels of categories, allowing you to make organization as specific as desired. For example, when you are adding your computers to the system, you could create a top level category of computers. If you decide that you would like people to be able to further narrow down the computers in the Inventory system, you could create sub-categories of desktop computers and laptop computers. Products are then added within the category that is most suitable, and items are added to the products. 9.5 Overview of Sites Sites allow you to keep track of where items are. An individual site record keeps track of a particular location where something can be stored. You can have multiple levels of sites; this allows you to create a site record for every room within a building, or for every cabinet within a storage room. You can also have sites that are also items within your inventory system (such as a desk or an ambulance). It is up to your agency how many levels of sites you want to keep track of. A very detailed system could keep track down to the level of individual drawers in a cabinet, while a more relaxed system may only keep track of the rooms within the station. Sites can also be nested, to indicate when a site is contained within another site. For instance, this allows you to list a desk within the room it is placed in, and the room within its station. Each site record will have several different tabs to organize the information about the site. Description The Description tab contains the overview information about the site, including its name, description and inventory type. Products Within This Site Each site can be set up with products that can be stored within it. This tab lists all products that can be stored in the site and allows you to add products from the system to this site.

211 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 211 Items Within This Site All items that are recorded as being stored at this site will be listed in the Items Within This Site tab. Items are not added to the site here, but are added from their products. Sites Within This Site If there are additional sites that have been set up within this site, they will be listed in this tab. You can also add sites that should be within this one in this tab. EXAMPLE: If your system has site records entered for a room and for each cabinet within that room, you could view the site records for each cabinet within this tab for the room s site record. Documents You can upload documents with more information to any site record, and those documents will be kept within the Documents tab. In addition, this tab will display any documents that have been added to the parent sites for this one (e.g., if a document was uploaded to a room site, that document would also be displayed in the site records for all cabinets in that room). 9.6 Viewing Sites Once your sites are set up, you can view them from the system. Each individual site contains information about the sites, products and items contained within the site. By default, sites are displayed as a tree, meaning that any sites nested within another site are hidden until you expand them. You can choose to either expand the tree or to view all sites as a list, which will no longer show the nesting. Within each site record, several categories of information are contained. This includes information about products that can be contained within this site, items that are contained within the site, other sites that are nested under this site and any documents that are attached to the site record. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Sites link at the top of the page. The Sites page appears.

212 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 212 NOTE: All sites, products, items, and setup for Inventory 2.0 is accessed by the links at the top of the page. 4. OPTIONAL: To view sites nested within those that are already displayed, click the Expand icon beside the desired site. The next level of nested sites appears. HINT: You can repeat this step as many times as you would like to view all the levels of sites. 5. OPTIONAL: To view all sites as a list without displaying the nesting information, from the drop down menu on the right, click View as List and click Go.

213 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To view information about a particular site, click the name of that site. Information about that site appears. 7. To view information about products, items, sites or documents within this site, click the appropriate tab. 9.7 Adding a Site You can add a new site as needed to keep track of locations where items can be stored. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Sites link. The Sites page appears.

214 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add a Site. The Add a Site page appears. 5. In the Name text box, type an identifying name for the site, 6. OPTIONAL: If this site is contained within another site, from the Parent Site drop down menu, select the site containing this one. 7. In the Active section, select whether this site should currently be active and available for use in the system or inactive and stored in the system for reference only. 8. In the Display Contact Information section, select whether this is a site that can have contact information. If Yes is selected, a Contact Information section appears. 9. If this site has contact information, in the Contact Information section, enter all known contact information for this site. 10. In the Additional Comments section, enter any desired descriptions for the site. 11. Click Save. The site is saved and additional tabs appear.

215 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Adding a Product to a Site Adding a product to a site allows you to record items of that product that are stored within the site. The products must have already been created in the system before you can add them to the site. Products that are added to a site will not be added to the sites beneath this one (e.g., if you add a product to a room, it will not be added to the site records for the cabinets within the room). 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Sites link. The Sites page appears. 4. Locate the desired site. 5. Click the name of the site to open it. 6. Select the Products Within This Site tab. The Products Within This Site page appears.

216 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the Add a Product To This Site button. The Product Lookup window appears. 8. Using the provided fields, enter any information you know about the product to search for it. HINT: If you want to view all products, leave the fields blank. 9. Click Search. A list of all possible products matching your search criteria appears.

217 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e For the desired product, click the Add icon. The product is added. 9.9 Adding a Site Within a Site Sites can be added in several places. You can always add a site from the main Sites tab. However, if you are working with a single site and adding all the sites within it (for example, if you are working with the site record for a desk and want to add records for each of the drawers), you can add sites from the parent site profile. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Sites link. The Sites page appears. 4. Locate the desired site. 5. Click the name of the site to open it. 6. Select the Sites Within This Site tab. A list of all sites within the open site appears.

218 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add a Site Within This Site. The Add a Site page appears. 8. In the Name text box, type an identifying name for the site, 9. In the Active section, select whether this site should currently be active and available for use in the system or inactive and stored in the system for reference only. 10. In the Display Contact Information section, select whether this is a site that can have contact information. If Yes is selected, a Contact Information section appears. 11. If this site has contact information, in the Contact Information section, enter all known contact information for this site. 12. In the Additional Comments section, enter any desired descriptions for the site. 13. Click Save. The site is saved and additional tabs appear.

219 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Adding a Document to a Site If you have any documents that you would like to store with a site record, you can do so. This can be an easy way to keep track of any more details specifications, maintenance instructions, manuals or other important documents. Documents that are added to this site will also be displayed in sites within this site (e.g., if a document was uploaded to a room site, that document would also be displayed in the site records for all cabinets in that room). For security, not all file types can be uploaded to the Inventory system. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Select the Sites link. The Sites tab appears. 4. Click the Expand icons for the sites until you locate the desired site. 5. Click the site name to open its profile.

220 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Select the Documents tab. The Documents tab appears. 7. Click Upload a Document. The Upload a Document page appears. 8. In the Name text box, type a name for this document. 9. From the Document Type drop down menu, select the type of document you are uploading. 10. In the Upload section, click Choose File. The Choose File dialog box appears. 11. Navigate to and select the document you want to upload. 12. Click Open. The Choose File dialog box closes. 13. Click Upload. The document is added to the record Overview of a Product Products are things that you can buy or stock items of, with specific attributes that will pertain to every item. Product records should contain all information that will be the same for all the items created from this product this can include information about the manufacturer, brand and model, cost and vendors, as well as photos and a description. This information will then be automatically entered for each item created from this product.

221 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 221 There are several tabs within a product record to keep track of different information about the product. Description The Description tab contains the basic information you enter about the product when it is created and the majority of information that will be used to create items. This includes information about the name, brand and model, cost and other logistics of the product. Items The Items tab lists all items of this product that are in the system, as well as allowing you to add additional items. Documents The Documents tab lists all documents that have been uploaded for this product and allows you to add new documents. This could include manuals, product specifications, assembly guides or other important documents that you would like to keep with the product information Viewing a Product Record Products are organized based on their product categories. You can navigate through the categories to view the desired product record or you can search to find the desired record. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears.

222 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Select the Products link. The Products tab appears. 4. Click the Expand icons for the categories until you locate the desired product. OR a. From the header at the top of the page, from the drop down menu, select View as List.

223 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 223 b. Click Go. Al products appear in a list. c. Locate the desired product or use the Search text box to find the product. 5. Click the product name to open its profile. The product record displays. Locating a Product Record with a Barcode Scanner If you use barcode scanners, you can locate a product by scanning the product. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Select the Products link. 4. Use the barcode scanner to scan the product or type the barcode in the Barcode Search text box and click Go.

224 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 224 The product record opens Adding a Product to the System A product is a specific object that you can purchase a quantity of, with specific attributes that will pertain to every item. For example, a product could be the 12.1 Panasonic Toughbook C1 laptop. Each laptop you buy would be considered an item. Products are divided into categories to help organize the many products your agency can record. When you add a product, you can define which category it should be classified under. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Select the Products link. The Products tab appears.

225 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add a Product. The Add a Product page appears. 5. In the Name text box, type a descriptive name for this product. HINT: Make the name as descriptive as possible to avoid confusion. For example, if you have three different types of men s boots, be sure the name is specific enough that someone adding items for these products will know which product is which. 6. From the Product Category drop down menu, select the category in which this product will be classified. HINT: Depending on your agency s setup, product categories may be nested (e.g., there may be a category for boots under another category for apparel). In this case, place the product in the category that applies best to this product. 7. Using the remaining fields in the Product Details section, enter all known information about this product. 8. In the Active section, select whether this product should be active and available for use in the system, or inactive and available in the system only for reference. 9. In the Description section, enter any additional descriptive information about the product (e.g., dimensions or a short summary of the product). 10. When finished, from the bottom of the page, click Save. The product is added.

226 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 226 Adding a Product through a Barcode If you are working with a barcode scanner, scanning a product that does not already have a product record in the system will automatically help you add a new product with the barcode already filled in. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Select the Products link. 4. Use the barcode scanner to scan the new product or type the barcode in the Barcode Search text box and click Go. The Add a Product page appears with the barcode number completed. 5. Using the provided fields, complete the rest of the form for this product. 6. When finished, from the bottom of the page, click Save. The product is added. Adding Photos to a Product Each product can have a gallery of photos to make it easy to identify. You can upload these photos and select one photo to be the primary picture for the product.

227 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Select the Products link. The Products tab appears. 4. Click the Expand icons for the categories until you locate the desired product.

228 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the product name to open its profile. The product record displays. 6. Click the No Photo Available icon or the product s photo. The Images window appears. 7. In the Upload Images section, click Browse. The Upload File dialog box appears. 8. Navigate to and select the first image you want to upload. 9. Click Open. 10. Repeat steps 7 9 until all desired pictures are added.

229 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Save. The images are uploaded and added to the gallery for the product. 12. To select a photo to appear as the default photo on the product s information page, a. Click the No Photo Available icon or the product s photo. The Images window appears. b. Click the photo you would like to appear as the default photo for this product. A red line appears around the photo. c. Click Save. The photo is applied Editing a Product Record If necessary, you can edit the record for a product. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Select the Products link. The Products tab appears.

230 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the Expand icons for the categories until you locate the desired product. 5. Click the product name to open its profile. The product record displays.

231 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the bottom of the Description page, click Edit. The fields become editable. 7. Make any desired changes. 8. From the bottom of the page, click Save Adding a Document to a Product If you have any documents that you would like to store with a product record, you can do so. This can be an easy way to keep track of any more details specifications, maintenance instructions, manuals or other important documents. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Select the Products link. The Products tab appears. 4. Click the Expand icons for the categories until you locate the desired product. 5. Click the product name to open its profile.

232 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Select the Documents tab. The Documents tab appears. 7. Click Upload a Document. The Upload a Document page appears. 8. In the Name text box, type a name for this document. 9. From the Document Type drop down menu, select the type of document you are uploading. 10. In the Upload section, click Choose File. The Choose File dialog box appears. 11. Navigate to and select the document you want to upload. 12. Click Open. The Choose File dialog box closes. 13. Click Upload. The document is added to the record.

233 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Overview of an Item Items are individual things that you are keeping track of in the system, such as the phone at your desk or a specific pair of boots. Item records are created based on product records, which helps you to know exactly how many of a specific product you have and makes it easier to create item records for products that you may have multiple items for. Each item can also have a maintenance record, including records for each time maintenance was performed and any repairs done. Items can also function as sites, if the item can store other items (for example, you may record your cabinets as items but also use the cabinets as sites that store tools). This is a setting specified when the item is first set up, and if an item is also a site it will have a separate item and site profile. Item records have several tabs to keep track of different information. Depending on the item, some additional tabs may appear to keep track of information that is specific to this type of item. Description The Description tab keeps track of the basic details about the item, including its serial number, the site is stored at, any important dates and comments about this item. Sites on Item The Sites on Item tab will only appear if this item is also a site. If there are sites listed within this one, they will be listed in this tab. You can also add a site to this one from here. Specifications For certain types of products and items, additional specifications can be entered based on how that product is configured in your service. You can fill out this specification information from here. Documents The Documents tab lists all documents that have been uploaded for this item and allows you to add new documents. This could include manuals, product specifications, assembly guides or other important documents that you would like to keep with the product information. Documents that were uploaded for this item s product will also appear here.

234 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 234 Allocation The Allocation tab lists all records for when this item was given to someone for use. You can also record a new allocation here. Maintenance The Maintenance tab lists all maintenance records for the item. You can also record a new maintenance record here. Repairs If any required repairs are indicated in maintenance records, those repairs will be documented in the Repairs tab. You can view and add repair records here. Transaction Log The Transaction Log tab records dates affecting this item, from warranty and purchase dates to allocation dates. Usage The Usage tab records information for consumable items. When a consumable item is recorded as being used in an incident, the record will appear here in the item profile. You can also add usage records in this tab. Viewing Item Statistics When you view items from the Items tab or a list of items for a product or site, you can view statistics about the items currently being displayed. This allows you to view the number of items and their total value. If you use a filter to view only specific items, the statistics displayed will only apply to those specific items. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. As desired, open the Items page, the Items tab within the product record or the Items Within This Site tab within a site. The appropriate Items page appears, with the statistical information displayed.

235 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Adding an Item to the System Each item must be associated with a product; you can add a new item directly from the associated product record or from the Items page. Adding an Item from a Product Record When adding an item from a product record, some of the item information will already be completed from the product. 1. Open the product record for type of item you want to add. The Description page of the product record appears. 2. Within the product record, click the Items tab. The Items tab appears.

236 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Items. The Add Items page appears. 4. In the Name text box, type a name for this item. 5. From the Product drop down menu, select the product. NOTES: Depending on which browser you are using, the product may already be selected. If it is selected, you will not see this field. Once you select the product, some additional details might be filled in. 6. If needed, in the Model and Brand text boxes, fill in the model and brand for this item. NOTE: Depending on the browser you are using, this information may already be filled out. 7. From the Site drop down menu, select the site at which this item is stored. 8. From the Inventory Type drop down menu, select whether this item should also be classified as a site. HINT: If you choose to classify this item as both an item and a site, a record will be created for it both as a site and as an item. Please keep in mind that most information is not shared between the site and item records; for example, if you add a document to the site record, it will not be reflected in the item record. 9. As appropriate, use the provided fields to enter the serial number, tag number and size of the item. 10. In the Capacity text box, type the quantity included in this item. EXAMPLE: If you are creating an item for a box of 15 masks, type If this item has a minimum capacity, in the Minimum Capacity text box, type the capacity. 12. In the Consumable Within Incident section, select whether this item is a consumable. HINT: If you select Yes, this item will be available for crew members to select on run forms as being consumed.

237 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To set up a default number that should be marked as being consumed on an incident form if this item is selected as being used, type the desired number in the Incident Form Default text box. NOTE: This field is not applicable if this item is not a consumable. 14. In the Number of Items text box, type how many item records you would like to add at this time. HINT: If you want to add multiple items for a single product with the same information, this can be very useful. However, keep in mind that if you will be entering serial numbers or other information that will be different for each item, you will either need to add each item separately or edit each item s record individually after creating them. 15. In the remaining fields in the Purchase Information section, enter all known information. 16. If applicable, in the Custom Questions section, answer all questions. 17. In the Additional Comments section, enter any additional information about this item. 18. Click Add Item. The item(s) are added. Adding an Item from the Items Page When adding an item from the Items page, you will need to complete some product information. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Click the Items link. The Items tab appears.

238 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add an Inventory Item. The Add an Item page appears. 5. In the Name text box, type a name for this item. 6. From the Product drop down menu, select the product. 7. If needed, in the Model and Brand text boxes, fill in the model and brand for this item. NOTE: Depending on the product you selected, this information may already be filled out. 8. From the Site drop down menu, select the site at which this item is stored. 9. From the Inventory Type drop down menu, select whether this item should also be classified as a site. HINT: If you choose to classify this item as both an item and a site, a record will be created for it both as a site and as an item. Please keep in mind that most information is not shared between the site and item records; for example, if you add a document to the site record, it will not be reflected in the item record. 10. As appropriate, use the provided fields to enter the serial number, tag number and size of the item. 11. In the Capacity text box, type the quantity included in this item. EXAMPLE: If you are creating an item for a box of 15 masks, type If this item has a minimum capacity, in the Minimum Capacity text box, type the capacity. 13. In the Consumable Within Incident section, select whether this item is a consumable. HINT: If you select Yes, this item will be available for crew members to select on run forms as being consumed. 14. To set up a default number that should be marked as being consumed on an incident form if this item is selected as being used, type the desired number in the Incident Form Default text box. NOTE: This field is not applicable if this item is not a consumable. 15. In the Number of Items text box, type how many item records you would like to add at this time.

239 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 239 HINT: If you want to add multiple items for a single product with the same information, this can be very useful. However, keep in mind that if you will be entering serial numbers or other information that will be different for each item, you will either need to add each item separately or edit each item s record individually after creating them. 16. In the remaining fields in the Purchase Information section, enter all known information. 17. If applicable, in the Custom Questions section, answer all questions. 18. In the Additional Comments section, enter any additional information about this item. 19. Click Add Item. The item record is saved and the full item profile appears Copying an Item If you have many items that should all have the same information, you can copy an item profile to create more item records. If you choose to do this, allocation information, documents and information about sites within the item will not be copied. The new item will be named Copy of (Original Item Name). 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Click the Items link. The Items tab appears. 4. Click the item name to open its profile. 5. From the bottom of the Description tab, click Copy. A confirmation dialog box appears. 6. Click OK. Another item record is created Editing Item Information If needed, you can edit the basic information for an item. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears.

240 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the Items link. The Items tab appears. 4. Click the item name to open its profile. 5. From the bottom of the Description tab, click Edit. The fields become editable. 6. Using the provided fields, make any desired changes. 7. From the bottom of the page, click Save Viewing an Item s Record You can view an item s record from the Items tab as well as locating it from its product or site. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears.

241 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the Items link. The Items tab appears. 4. To view only items for a certain site, product category, or starting with a certain letter, use the appropriate fields to select your criteria. 5. Click Go. 6. When you locate the desired item record, click the name. The item record appears. 7. To view additional details about the item, click the appropriate link in the left menu. Locating Items with a Barcode Scanner If you use a barcode scanner, you can scan a products barcode to locate all items for that product. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears

242 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the Items link. The Items tab appears. 4. Use the barcode scanner to scan the product or type the barcode in the Barcode Search text box and click Go. A list of all items with that barcode opens Adding a Document to an Item If you have any documents that you would like to store with an item record, you can do so. This can be an easy way to keep track of any more details specifications, maintenance instructions, manuals or other important documents. Documents that have been added to the product for this item will also be displayed with the item record. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Click the Items link. The Items tab appears. 4. Click the item name to open its profile. 5. From the left menu, click Documents.

243 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 243 The Documents tab appears. 6. Click Upload a Document. The Upload a Document page appears. 7. In the Name text box, type a name for this document. 8. From the Document Type drop down menu, select the type of document you are uploading. 9. In the Upload section, click Choose File. The Choose File dialog box appears. 10. Navigate to and select the document you want to upload. 11. Click Open. The Choose File dialog box closes. 12. Click Upload. The document is added to the record Allocating an Item If an item is assigned to someone, you can record that allocation in the system to help keep track of the item. The person you are allocating the item to must be a staff member of your service who has an account set up in the system. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department.

244 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Modules tab, click Inventory 2.0. The Inventory module appears. 3. Click the Items link. The Items tab appears. 4. Click the item name to open its profile. 5. From the left menu, click Allocation. 6. Click the Add an Allocation Record button. The Allocation Details page appears.

245 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the User section, click the Lookup icon. The User Lookup window appears. 8. In the fields at the top of the window, enter any known information to search for the user. 9. From the bottom left corner of the window, click Search. A list of all users matching your criteria appears. 10. For the desired user, click the Add icon.

246 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 246 HINT: Instead of using the search option, typing the name of the person in the User Autocomplete text box in the Allocation Details page will cause a list of names matching what is typed in to appear. 11. In the Date Allocated text box, type the date that this person was assigned this item. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 12. In the Expected Return Date text box, type the date that this person is expected to return this item. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 13. OPTIONAL: If the item has already been returned, in the Date Returned text box, type the date the person returned this item. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 14. In the Description text box, type any other information about the allocation. 15. When finished, click Save. The allocation record is saved for this item. Marking an Allocated Item as Returned Once an item has been allocated, you should also mark the item as returned once the item is brought back. This will keep your inventory system up to date and prevent items from being marked as overdue. 1. Open the desired item record. 2. Select the Allocation tab. A list of all allocations for this item appears. 3. For the desired allocation record, click the Edit icon. The allocation record opens.

247 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Date Returned text box, type the date the person returned this item. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 5. When finished, click Save Viewing Repair Information for an Item The Repairs tab in an item lists all repairs that have been done on this item, as well as a summary with information about the replacement parts. For more information about adding a repair record, please refer to the Adding a Repair for an Item section of this chapter. 1. Open the desired item record. 2. From the left menu, click Repairs. The Repairs page appears. 3. To view summary information about the parts involved in a repair, look at the Current Item Statistics section in the bottom right.

248 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To view a specific repair, click the name of the repair. The repair record appears Viewing the Transaction Log for an Item The transaction log keeps track of any dates and events that have affected this item. This can include dates for moving items, purchasing items or the date an item was put in service. 1. Open the desired item record. 2. From the left menu, select the Transaction Log link. The transaction log appears.

249 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Viewing Usage of an Item If an item is a consumable, you can view statistics about its usage from the item profile. This can be useful to keep track of the number of pieces left of an item. 1. Open the desired item record. 2. From the left menu, select the Usage link. The Usage page appears Adding a Usage Record for an Item The Inventory system can keep track of how many of an item has been used based on the number of items in the system and the number of items marked as used in run forms or in the item s profile. You can mark any items as used from the item profile. 1. Open the desired item record. 2. From the left menu, select the Usage link. The Usage page appears.

250 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add. The Item Use Records page appears. 4. In the Quantity text box, type the number of this item that were used. 5. In the Date Used text box, type the date that these items were used. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 6. From the Use drop down menu, select what this item was used for. 7. In the Description text box, type any additional information about this use of the item. 8. When finished, click Save. he usage record is saved and the amount of this item that you have on hand is updated Working with Multiple Items Within a site record, product record or the Items tab, you can perform certain actions for multiple items. This can help you to quickly manage your items in the Inventory system based on the site the items are within, items for a particular product or any selection of items. Deleting Multiple Items You can delete multiple items from your system if needed. Please remember that when you choose to delete an item from a site or product record, it will be removed from the entire Inventory system. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Click the Items link.

251 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e The Items tab appears. NOTE: You can also perform these actions of the lists of items within a site or a product. 5. Select the checkboxes for all items you want to delete. 6. From the Bulk Actions drop down menu in the bottom left, select Delete Selected Items. A confirmation dialog box appears. 7. Select OK. The items are deleted from the system. Moving Multiple Items You can choose to move multiple items to a specific site if needed. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Click the Items link. The Items tab appears. NOTE: You can also perform these actions of the lists of items within a site or a product. 4. Select the checkboxes for all items you want to move.

252 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the Bulk Actions drop down menu on the lower left, select Move Selected Items. The Move Selected Items page appears. 6. From the Site drop down menu for each item, select the new site. OR To move all items to the same site, from the Site drop down menu in the header row, select the new site. 7. From the bottom of the page, click Save. A confirmation dialog box appears. 8. Click OK. Allocating Multiple Items You can choose to allocate multiple items at a time. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Click the Items link. The Items tab appears. NOTE: You can also perform these actions of the lists of items within a site or a product. 4. Select the checkboxes for all items you want to allocate.

253 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the Bulk Actions drop down menu in the lower left, click Allocate Selected Items. The Allocation Details page appears. 6. In the User section, click the Lookup icon. The User Lookup window appears. 7. In the fields at the top of the window, enter any known information to search for the user.

254 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the bottom left corner of the window, click Search. A list of all users matching your criteria appears. 9. For the desired user, click the Add icon. 10. In the Date Allocated text box, type the date that this person is expected to return this item. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 11. In the Date Allocated text box, type the date that this person was assigned this item. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 12. OPTIONAL: If the item has already been returned, in the Date Returned text box, type the date the person returned this item. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 13. In the Description text box, type any other information about the allocation. 14. When finished, click Save. The allocation record is saved for these items. Updating Item Information for Multiple Items You can update the information for multiple items at the same time, if needed. When you edit the items, fields with information in them will overwrite any previous information in that item record. Fields that are not completed will not make any changes to the original item record.

255 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Click the Items link. The Items tab appears. NOTE: You can also perform these actions of the lists of items within a site or a product. 4. Select the checkboxes for all items you want to edit. 5. From the Bulk Actions drop down menu in the lower left, click Update All. A blank form appears with fields to enter item details.

256 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Using the provided fields, make any desired changes that should be applied to all the selected item records. 7. When finished, click Save. The changes are applied. Updating Item Details for Multiple Items You can update details for multiple items at once, including the items name, serial or tag number, site, size, capacity, cost, vendor or funding source. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Click the Items link. The Items tab appears. NOTE: You can also perform these actions of the lists of items within a site or a product. 4. Select the checkboxes for all items you want to edit. 5. From the Bulk Actions drop down menu in the lower left, click Update Details. The Items page appears. 6. Using the provided fields, make any changes to the details for these items. NOTES: All changes that you make here will apply to all selected items. Any fields that you leave blank will not be changed from their current value. 7. When finished, click Save. Adding Maintenance Records for Multiple Items You can create maintenance records for multiple items from the Items page. This allows you to easily create a batch of maintenance records for items that all passed the same maintenance test. You can go back and edit individual records later if needed.

257 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Click the Items link. The Items tab appears. NOTE: You can also perform these actions of the lists of items within a site or a product. 4. Select the checkboxes for all items you want to edit. 5. From the Bulk Actions drop down menu in the lower left, click Create Maintenance Record. The Bulk Add Maintenance page appears. 6. Use the provided fields to enter the maintenance information. HINT: For more information about filling in a maintenance record, please refer to the Entering a Maintenance Record for an Item section of this chapter. 7. When finished, click Save. The maintenance records are added.

258 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Overview of Maintenance Records Maintenance records are associated with the items that the maintenance was performed upon and can be accessed either from that item s record or from the Maintenance tab. Each maintenance record can track and schedule maintenance, and contains basic information such as the test date, status and whether the test was passed, as well as details specific to that type of maintenance and access to any repair information or documents associated with the maintenance. There are several tabs associated with each maintenance record. Specifications The Specifications tab contains additional questions that will change based on the type of maintenance performed. Details The Details tab contains basic information that will be collected for all maintenance, such as the test dates, whether the test was passed and comments. Repairs The Repairs tab contains a list of all repairs associated with this maintenance as well as summary information about how many items were needed for repairs and their total cost. Documents The Documents tab contains a list of any documents that have been uploaded and associated with this maintenance record Viewing a Maintenance Record You can view a maintenance record either from the item it is associated with or from the Maintenance tab. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Select the Maintenance link. OR a. Select the Items link. The Items page appears. b. Navigate to the desired item and click its name. The Description section of the item s profile appears. c. From the left menu, click Maintenance.

259 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the name of the maintenance record to view. The record appears. 5. As needed, click additional tabs of the maintenance record to view more information Adding a Maintenance Record You can add a maintenance record to the system from the Maintenance section or from the item record. Adding a Maintenance Record from the Item Profile If you add a maintenance record directly from the profile of the item, you will not need to search for the desired item. 1. Open the desired item record. 2. From the left menu, click Maintenance. The Maintenance page appears.

260 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add a Maintenance Record. A new maintenance record appears. 4. In the Name text box, type an identifying name for this maintenance record. 5. From the Category drop down menu, select the type of maintenance that was done. 6. In the Tested On text box, type the date that this item was tested. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 6. In the Next Test text box, type the date that this item should be tested next. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 7. In the Test Passed section, select whether this item passed the text. 8. In the Warranty Failure section, select whether there was any failure currently covered by warranty detected. 9. From the Status drop down menu, select the status of this maintenance record. 10. In the Additional Comments section, enter any extra details of the maintenance record.

261 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished, click Save. The maintenance record is saved and additional information appears. 12. Click into any additional tabs to record more details about the maintenance. HINTS: Information about the specific type of maintenance record can be recorded in the Specifications tab. Information about any needed repairs can be documented in the Repairs tab for the maintenance record. Any documents or files that should be attached to the maintenance record can be included in the Documents tab. Adding a Maintenance Record from the Maintenance Tab You can add a new maintenance record to the system from the Maintenance tab and it will be reflected in the profile of the item that you associate it with. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Select the Maintenance link. The Maintenance page appears.

262 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Maintenance Record. The Add Maintenance page appears. 5. In the Name text box, type an identifying name for this maintenance record. 6. From the Category drop down menu, select the type of maintenance that was done. 7. In the Inventory Items section, click Set Inventory Items. The Select Inventory Search Criteria page appears. 8. Using the provided fields, enter search criteria to locate the item this maintenance record should be associated with.

263 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Search. A list of all items matching your criteria appears. 10. Select the checkbox(es) for all item(s) to add this maintenance record to. 11. Click Save. The items are selected and you are returned to the maintenance record. 12. In the Tested On text box, type the date that this item was tested. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 13. In the Next Test text box, type the date that this item should be tested next. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 14. In the Test Passed section, select whether this item passed the text. 15. In the Warranty Failure section, select whether there was any failure currently covered by warranty detected. 16. From the Status drop down menu, select the status of this maintenance record. 17. In the Additional Comments section, enter any extra details of the maintenance record.

264 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished, click Save. The maintenance record is saved and additional information appears. 19. Click into any additional tabs to record more details about the maintenance. HINTS: Information about the specific type of maintenance record can be recorded in the Specifications tab. Information about any needed repairs can be documented in the Repairs tab for the maintenance record. Any documents or files that should be attached to the maintenance record can be included in the Documents tab. Documenting Maintenance Specifications Each type of maintenance record can have additional questions to be completed, which are included under the Specifications tab after creating the maintenance record. 1. Add or open the desired maintenance record. 2. Select the Specifications tab. The Specifications tab appears. NOTE: Depending on the way your maintenance records are set up, you may see different questions for your items.

265 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Edit. The fields become editable. 4. Use the provided fields to complete the details of the maintenance. NOTE: Your agency may have different fields to complete than those shown here, depending on your agency s requirements and the type of item. 5. When finished, click Save. Recording Repairs for a Maintenance Record If a maintenance inspection indicates that there are repairs needed for an item, you can document those repairs within the maintenance record after it is created. 1. Add or open the desired maintenance record.

266 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Select the Repairs tab. The Repairs tab appears. 3. Click Add a Repair. The Maintenance Repair Details page appears. 4. In the Name text box, type the name of this repair. 5. From the Status drop down menu, select the current status of the repair. NOTE: You can update this status later if you need to do so.

267 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Date text box, enter the date of this repair. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 7. In the Cost text box, type the cost of the repair. 8. In the Short Description and/or Long Description text box, type any additional details about the repair. 9. In the Repaired By text box, type the name of the person who performed the repair. 10. In the Staff Hours Spent text box, type the number of hours spent on this repair by your agency s staff. 11. In the Downtime Start Date text box, type the date that this item was first taken out of use for this repair. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 12. In the Downtime End Date text box, type the date that this item was returned to service after this repair. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 13. In the Retest section, select whether this item will need to be retested after the repair. 14. Click Save. The repair record is added and the Parts link appears. 15. OPTIONAL: To record parts that were used in this repair, a. From the repair record, click the Parts link. The Parts page appears.

268 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 268 b. Click the Add a Part button. The Add a Part page appears. c. In the Name text box, type the name of the part. d. From the Vendor drop down menu, select the name of the vendor from whom you bought the part. e. In the Cost text box, type the cost of the part. f. In the Short Description and/or Long Description text boxes, type any additional details about the part. g. Click Save. h. Repeat steps a g for all needed parts. NOTE: As you add parts, statistics will appear on the Parts page detailing the number and value of parts needed for this repair. Adding a Document for a Maintenance Record You can attach any document to a maintenance record if needed to keep track of it. This could include a receipt for repairs or an image of any repairs required. 1. Add or open the desired maintenance record. 2. Select the Documents tab. The Documents tab appears.

269 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Upload a Document. The Documents page appears. 4. In the Name text box, type a name for this document. 5. From the Document Type drop down menu, select the type of document you are uploading. 6. In the Upload section, click Choose File. The Choose File dialog box appears. 7. Navigate to and select the document you want to upload. 8. Click Open. The Choose File dialog box closes. 9. Click Upload. The document is added to the record Adding a Repair for an Item Any item can have a repair added either through the maintenance record with which the repair should be associated, from the Repairs section of the item s profile or from the Repairs tab in the system. All repairs will be associated with a specific item and maintenance record, no matter where you add them. 1. Once you are logged in to the Fire Bridge system, if necessary, from the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module appears 3. Open the desired maintenance record. OR From the top of the page, click the Repairs link. OR a. Open the desired item record. b. From the left menu, click the Repairs link. 4. Click Add a Repair.

270 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 270 The Add a Repair page appears. NOTE: Depending on where you started the repair record from, some of the information may already be filled out, or some of the field pictured in the image below may not appear. 5. In the Name text box, type the name of this repair. 6. From the Status drop down menu, select the current status of the repair. NOTE: You can update this status later if you need to do so. 7. If the Inventory Items section is displayed, a. In the Inventory Items section, click Set Inventory Items. The Select Inventory Search Criteria page appears.

271 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 271 b. Using the provided fields, enter search criteria to locate the item this repair record should be associated with. c. Click Search. A list of all items matching your criteria appears. d. Select the checkbox(es) for all item(s) to add this repair record to. e. Click Save. The items are selected and the Maintenance Record field appears. 8. If the Maintenance Record field is displayed as a drop down menu, select the maintenance record that this repair should be attached to. OR If the Maintenance Record field displays a link, a. Click the Set Maintenance Record link. The Details page appears, with a list of each item that you are creating a repair record for. b. From the Maintenance Record drop down menu for each item, select the maintenance record that this repair should be associated with. c. Click Save. The maintenance records are selected. 9. In the Date text box, enter the date of this repair. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 10. In the Cost text box, type the cost of the repair. 11. In the Short Description and/or Long Description text box, type any additional details about the repair. 12. In the Repaired By text box, type the name of the person who performed the repair.

272 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Staff Hours Spent text box, type the number of hours spent on this repair by your agency s staff. 14. In the Downtime Start Date text box, type the date that this item was first taken out of use for this repair. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 15. In the Downtime End Date text box, type the date that this item was returned to service after this repair. OR Use the Calendar icon to select the date from a calendar. OR To record the current date, click the Today link. 16. In the Retest section, select whether this item will need to be retested after the repair. 17. Click Save. The repair record is added and the Parts link appears. 18. OPTIONAL: To record parts that were used in this repair, a. From the repair record, click the Parts tab. The Parts page appears. b. Click the Add a Part button. The Add a Part page appears.

273 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 273 c. In the Name text box, type the name of the part. d. From the Vendor drop down menu, select the name of the vendor from whom you bought the part. e. In the Cost text box, type the cost of the part. f. In the Short Description and/or Long Description text boxes, type any additional details about the part. g. Click Save. h. Repeat steps a g for all needed parts. NOTE: As you add parts, statistics will appear on the Parts page detailing the number and value of parts needed for this repair Setting Up Product Categories Administrators can set up categories to organize products from the Setup tab. These categories will then be available for people who are entering new products. Categories can also define some of the options that will be available for products created within the category. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. If necessary, from the left menu, under Manage Products, click Product Categories. HINT: If the sub-menu is not displayed under the Manage Products header, click Manage Products to expand the menu. The Product Categories page appears.

274 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add a Product Category. The Add a Product Category page appears. 6. In the Name text box, type a name for this category. 7. OPTIONAL: If this will be a sub-category for a category that has already been created, from the Parent drop down menu, select the category that will be immediately above this one. 8. From the Stockable drop down menu, select if products within this category can be stored. 9. OPTIONAL: If this category should be a part of a special data category to capture custom information, from the Special Data Category drop down menu, select the desired category. 10. In the Short Description and Long Description text boxes, type any descriptive information for this category. 11. To add possible manufacturers for products in this category, in the Manufacturers section, a. From the Available section, select the desired options. HINT: You can select multiple options by pressing and holding the Ctrl key while clicking each option. b. Click the Add icon. c. Repeat steps a b as needed until all desired manufacturers are added. HINT: The manufacturers you select here will be available as options for manufacturers when you create products within this category. 12. To add product attributes that should be included for products in this category, in the Product Attributes section,

275 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 275 a. From the Available section, select the desired options. HINT: You can select multiple options by pressing and holding the Ctrl key while clicking each option. b. Click the Add icon. c. Repeat steps a b as needed until all desired attributes are added. HINT: These product attributes will then appear as questions when new products are created within this category. 13. To add custom questions that should be asked for products in this category, in the Custom Questions section, a. From the Available section, select the desired options. HINT: You can select multiple options by pressing and holding the Ctrl key while clicking each option. b. Click the Add icon. c. Repeat steps a b as needed until all desired questions are added. HINT: These custom questions will then appear as questions when new products are created within this category. 14. In the Active section, select whether this category should currently be active and available for user, or inactive and saved for only reference. 15. When finished, click Save. The product category is saved Adding a Manufacturer You can record manufacturers when you create product records, but the manufacturer records must first be set up in the Setup tab. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. If necessary, from the left menu, under Manage Products, click Manufacturers.

276 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 276 HINT: If the sub-menu is not displayed under the Manage Products header, click Manage Products to expand the menu. 5. Click Add a Manufacturer. The Add a Manufacturer page appears.

277 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Name text box, type the name of this manufacturer. 7. If needed, in the Duns Number and Naics Number text boxes, type the appropriate numbers for this manufacturer. 8. In the Address text boxes, type the manufacturer s address. 9. In the Postal Code text box, type the zip code for the manufacturer. 10. Click Update Now. The city, county and state information is added to the record. 11. In the Contact Information section, type all known information about any contact at this manufacturer. 12. In the Additional Information section, type any descriptive information about this manufacturer. 13. To also create a vendor record for this manufacturer, select the Automatically create a vendor with the same details as this manufacturer checkbox. HINT: This is most helpful if you buy merchandise directly from the manufacturer. 14. When finished, click Save. The manufacturer record is added to the system Adding a Product Attribute Product attributes allow you to collect custom information about specific categories of products. They appear as questions with a drop down menu on the product record. You must create the product attribute before you can apply it towards a category or product. Product attributes are similar to custom questions, but when adding a product attribute the field must have a drop down menu. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. If necessary, from the left menu, under Manage Products, click Product Attributes. HINT: If the sub-menu is not displayed under the Manage Products header, click Manage Products to expand the menu.

278 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add a Product Attribute. The Add a Product Attribute page appears. 6. In the Name text box, type the question. 7. In the Active section, select whether this attribute should currently be active and available in the system for use, or inactive and saved for reference or later use. 8. To add a possible answer for the question that will be generated for the attribute, in the Product Attribute Options section, in the Name text box, type the first answer. 9. Click Save. A new line appears. 10. Repeat steps 8 9 until all desired answers are added. 11. To change the order of any of the possible options, in the Order text boxes, type the number corresponding to the desired order. 12. Click Save Adding a Vendor Each product and item record can be associated with vendors. This allows you to record which vendors sell particular products and where an item was purchased. Before you can do this, however, you must set up the vendor records. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears.

279 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e If necessary, from the left menu, under Manage Products, click Vendors. HINT: If the sub-menu is not displayed under the Manage Products header, click Manage Products to expand the menu. 5. Click Add a Vendor. The Add a Vendor page appears.

280 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Name text box, type the name of this vendor. 7. If needed, in the Duns Number and Naics Number text boxes, type the appropriate numbers for this manufacturer. 8. In the Address text boxes, type the vendor s address. 9. In the Postal Code text box, type the zip code for the vendor. 10. Click Update Now. The city, county and state information is added to the record. 11. In the Contact Information section, type all known information about any contact at this vendor. 12. In the Additional Information section, type any descriptive information about this vendor. 13. To also create a manufacturer record for this manufacturer, select the Automatically create a manufacturer with the same details as this vendor checkbox. HINT: This is most helpful if you buy merchandise directly from the manufacturer. 14. When finished, click Save. The vendor record is added to the system Adding Repair Statuses When recording repairs for an item s maintenance record, you can personalize the repair statuses that are available. This allows you to track the progress of repairs. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. Under Manage Maintenance, click Repair Statuses. The Repair Statuses page appears. HINT: If the sub-menu is not displayed under the Manage Maintenance header, click Manage Maintenance to expand the menu.

281 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add a Repair Status. The Maintenance Status Details page appears. 6. In the Name text box, type the name of the status. HINT: This will be the text that you can select when assigning a status. 7. In the Show on Widget section, select whether repairs with this status should be included in the Selected Maintenance Repair Statuses widget for the Inventory Dashboard and the Fire Bridge Dashboard. 8. In the Description text box, type any additional information about this status. 9. Click Save. The status is added Adding a Maintenance Status You can assign a status to any maintenance record in your system, and your service can customize the statuses that are available. This allows you to track the progress of maintenance on any item. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. Under Manage Maintenance, click Maintenance Statuses.

282 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 282 The Maintenance Statuses page appears. HINT: If the sub-menu is not displayed under the Manage Maintenance header, click Manage Maintenance to expand the menu. 5. Click Add a Maintenance Status. The Maintenance Status Details page appears. 6. In the Name text box, type the name of the status. HINT: This will be the text that you can select when assigning a status. 7. In the Description text box, type any additional information about the status. 8. When finished, click Save. The status is added and available for use Adding a Maintenance Category Maintenance categories allow you to organize maintenance records, as well as to associate specific types of maintenance with special data categories to collect information specific to that type of maintenance. You can add as many maintenance categories as needed, although each maintenance category can be associated with only one special data category. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears.

283 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under Manage Maintenance, click Maintenance Statuses. The Maintenance Statuses page appears. HINT: If the sub-menu is not displayed under the Manage Maintenance header, click Manage Maintenance to expand the menu. 5. Click Add Maintenance Category. The Maintenance Category Details page appears. 6. In the Name text box, type a name for the category. 7. In the Short Description and Long Description text boxes, type any additional descriptive information about the category. 8. From the Special Data Category drop down menu, select the data category to be associated with this maintenance category. 9. When finished, click Save. The maintenance category is saved Adding Special Data Categories Special data categories allow you to collect information that may be specific to a product or maintenance category within that product or item record. This allows you to keep track of all the information you need, without having extra fields on product records. For example, special data categories allow you to collect fuel receipts or tire information about apparatuses, but will prevent them from being displayed on product records for boots or desks. Special data categories are set up with elements, which determine exactly what information is collected. They are then assigned to product categories, which determines which products and items can collect the information.

284 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. From the left menu, under Manage Resources, click Special Data Categories. HINT: If the sub-menu is not displayed under the Manage Resources header, click Manage Resources to expand the menu. 5. Click Add a Special Data Category. The Add a Special Data Category page appears.

285 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Name text box, type the name for this data category. 7. In the Description text box, type any additional explanation of this category. 8. In the Details for Inventory Item Page section, from the Available scroll list, select the elements that you would like to include for items that have this special data category. HINTS: The elements will determine what new information is collected for these items. To select multiple items, press and hold the Ctrl key while clicking each desired element. 9. Click the Add icon. 10. Repeat steps 8 9 until all desired elements are added for inventory items. 11. OPTIONAL: To reorder the selected elements, select the desired element and click the up and down buttons until the elements are in the desired order. 12. In the Details for Maintenance Page section, from the Available scroll list, select the elements that you would like to include for maintenance records that are associated with this special data category. HINTS: The elements will determine what new information is collected for these items. To select multiple items, press and hold the Ctrl key while clicking each desired element. 13. Click the Add icon. 14. Repeat steps until all desired elements are added. 15. OPTIONAL: To reorder the selected elements, select the desired element and click the up and down buttons until the elements are in the desired order. 16. When finished, click Save. The special data category is created and can be assigned to product categories for use Adding Custom Questions Custom questions allow you to collect custom information about a certain category of products by placing a question with a text box on the product record. You must create the custom questions before they can be applied to a product or category. Custom questions are similar to product attributes, but allow you to use either a drop down menu or a text field to collect the information. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. If necessary, from the left menu, under Manage Resources, click Custom Questions.

286 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 286 HINT: If the sub-menu is not displayed under the Manage Resources header, click Manage Resources to expand the menu. 5. Click Add a Custom Question. The Add a Custom Question page appears. 6. In the Name text box, type the question. 7. In the Active section, select whether this question should currently be active and available in the system for use, or inactive and saved for reference or later use. 8. OPTIONAL: To create a drop down menu with possible answers for this question, a. In the Product Attribute Options section, in the Name text box, type the first answer. b. Click Save. A new line appears. c. Repeat steps a b until all desired answers are added. d. To change the order of any of the possible options, in the Order text boxes, type the number corresponding to the desired order. 9. Click Save Adding Document Types All documents that are uploaded to the system can be classified with a document type to organize them. You can set up these document types in the Setup section. 1. From the top left, click My Fire Department.

287 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. Under Manage Resources, click Document Types. The Document Types page appears. HINT: If the sub-menu is not displayed under the Manage Resources header, click Manage Resources to expand the menu. 5. Click Add a Document Type. The Document Type Details page appears. 6. In the Name text box, type a name for this document type. 7. In the Description text box, type any additional information about this document type. HINT: If you have multiple document types, you may want to enter extra details here to make it easier for people to tell exactly what types of documents should be classified under this type. 8. To show an alert on a product or item that has a document of this type, in the Display Alert section, click Save. HINT: The alert will be displayed as an icon The document type is created. in the header for this product or item.

288 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Adding Funding Sources You can record the funding source used to purchase items once funding sources are set up in the Setup section. 1. From the top left, click My Fire Department. 2. Under the Modules tab, click Inventory 2.0. The Inventory module opens. 3. Select the Setup link. The Setup tab appears. 4. Under Manage Resources, click Funding Sources. The Funding Sources page appears. HINT: If the sub-menu is not displayed under the Manage Resources header, click Manage Resources to expand the menu. 5. Click Add a Funding Source. The Add a Funding Source page appears. 6. In the Name text box, type a name for this funding source. 7. OPTIONAL: To record any account number with the record for this funding source, in the Account Number text box, type the number. 8. In the Description text box, type any explanation or additional information about the source. 9. When finished, click Save.

289 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 289 CHAPTER 10 WORKING WITH CHECKLISTS

290 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview The Checklist module allows you to create, complete and manage checklists for your agency. Administrators can also create a question library, allowing you to save items that will appear on multiple checklists for quick addition Viewing Checklists Once an administrator has created instances of a checklist, they will be visible in the Checklist Management section of the Checklist module. Administrators can view checklist instances at any time. 1. Under the Modules tab, select Checklist. The Checklist Management page appears. HINT: As an administrator, if you were previously working in the Setup section, to return to the list of checklists, click Manage. 2. If needed, to locate the checklist to view, a. From the drop down menus, select any criteria that the checklist should meet (e.g., which station or vehicle it is assigned to). As you select options, the page refreshes to display only checklists meeting your criteria. b. In the mm/dd/yyyy text box, click and select the date for the checklist from the calendar. As you select options, the page refreshes to display only checklists meeting your criteria. c. To search for a checklist by name, type the name or part of the name in the Search text box. As you type, the page refreshes to display only checklists meeting your criteria. 3. To view the instances of each checklist, click the name of the checklist.

291 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 291 The list of checklist instances appears. HINT: Each instance is color coded based on its current status. Green instances have been completed so that all required items are filled out. Orange instances have been partially completed, but not all required items have been filled out. White instances have not yet been updated. 4. To view the details of an instance, click that instance. Additional details appear. NOTE: Sections where all items have been completed may be collapsed. To expand a specific section, click the name of the section. To expand all sections, from the right side of the page, click Expand All.

292 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To view this instance for a different date, a. Click within the Date text box and select the desired date. b. Click Switch Checklist. You are brought to the checklist for the selected date Setting Up Items for Checklists It is most efficient to set up a library of items to be included on the checklist before creating a checklist. 1. Under the Modules tab, select Checklist. The Checklist Management page appears. 2. Click Setup. The Checklists page appears. 3. From the left menu, select Items. The Items page appears. 4. From the right side of the page, click New Item. The New/Edit Item page appears. 5. In the Name text box, type the item for the checklist. 6. From the Type drop down menu, select the type of answer that users completing this checklist should be able to use (e.g., Yes/No, a date field). 7. In the Description text box, type any additional information to appear when users hover over a More Information icon for the item.

293 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To provide a text box on the checklist that allows users to fill in additional comments and information, select the Comments checkbox. 9. To require users to enter a response for this item when it is included in a checklist, select the Required checkbox. 10. When finished, to save this item, click Save. OR To save this item and immediately open the form to create another new item, click Save and Add New Setting Up Categories for Checklists All checklists will have an instance created for each time they need to be filled out. Instances can be associated with a vehicle or station that they need to be filled out for, or you can create other categories to associate your checklist instances with. Categories allow you the flexibility to assign a checklist instance to anything that it might need to be filled out for. When you are setting up categories, you can set up individual members for each category, which you will assign instances to. For example, you might set up an Administrative category, and then be able to assign checklist instances to the category members of Bathroom, Kitchen and Sleeping Quarters. Adding a New Category You can set up a new category for checklists whenever needed. 1. Under the Modules tab, select Checklist. The Checklist Management page appears. 2. Click Setup. The Checklists page appears. 3. From the left side of the page, click Categories. A list of existing categories appears.

294 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the right side of the page, click New Category. The Properties page appears. 5. In the Name text box, type the name of the category. 6. To add category members (i.e., the items that checklist instances can be assigned to), a. In the blank Category Members text box, type the name of the first category member. b. Click Add Category Member. The member is added and the Category Members text box becomes blank. c. Repeat steps a b until all desired category members are added. 7. When finished, click Save. The category is set up. Adding Category Members You can add additional members to a category at any time. 1. Under the Modules tab, select Checklist. The Checklist Management page appears. 2. Click Setup. The Checklists page appears. 3. From the left side of the page, click Categories. A list of existing categories appears.

295 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 295 a. For the category you want to add a new member to, click the View and Edit icon. The Properties page for the category appears. 4. To add category members (i.e., the items that checklist instances can be assigned to), a. In the blank Category Members text box, type the name of the first category member. b. Click Add Category Member. The member is added and the Category Members text box becomes blank. c. Repeat steps a b until all desired category members are added. 5. When finished, click Save. The additional category member(s) are set up Setting Up a New Checklist You can create a new checklist at any time in the Checklist module. Each checklist can have multiple instances (e.g., you could create a checklist for Required On Board Equipment, and then create a copy/instance to be completed for each vehicle, each day). Having multiple instances allows you to create one checklist and re-use it many times. 1. Under the Modules tab, select Checklist. The Checklist Management page appears. 2. Click Setup. The Checklists page appears. 3. From the right side of the page, click New Checklist.

296 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 296 The Properties page appears. 4. In the Name text box, type the name of the checklist. 5. To send a notification when this checklist is available, a. OPTIONAL: In the Search text box, begin typing the name of the person who should receive this notification. The names listed in the Available scroll list refresh so that only names matching your entry appear. b. From the Available scroll list, select the name(s) of the person to notify. HINT: To select multiple names, press and hold the Ctrl key while clicking each desired name. c. Click Add. The name is moved to the Selected scroll list. d. Repeat steps a c until all desired people to receive notifications are included in the Selected scroll list. e. To send an to the addresses included in each selected person s profile in addition to an inbox message, select the Send an in addition to the inbox, if available checkbox. 6. OPTIONAL: To create a new, blank instance of the checklist that is not assigned to a specific vehicle or station, select the Create a blank instance of this checklist without station or vehicle selections checkbox. 7. To create a new instance of this checklist now, HINT: An instance of a checklist is a copy that is assigned to a specific station and vehicle. You can create an instance for a checklist each time you want it to be filled out.

297 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 297 a. Click Add Instance. The Instance Manager window appears. b. To associate this instance with both a station and a vehicle, i. Select the Station & Vehicle tab. ii. iii. NOTE: This tab is generally selected by default when the Instance Manager window opens. From the Station scroll list, select the desired station. From the Vehicle scroll list, select the desired vehicle. The selected station and vehicle are added to the (Station Vehicle) combinations to add scroll list on the right. c. To associate this instance with a station but not a vehicle,

298 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 298 i. Select the Station tab. The Station tab appears. ii. From the Available scroll list, select the station you want to create an instance for. iii. Click the Add icon. d. To associate this instance with a vehicle but not a station, i. Select the Vehicle tab. The Vehicle tab appears. ii. From the Available scroll list, select the vehicle you want to create this instance for.

299 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 299 iii. Click the Add icon. e. To associate this instance with a different category, i. Select the Category tab. The Category tab appears. ii. iii. OPTIONAL: To narrow down the categories that are available for you to select from, from the Category Filter drop down menu, select the type of category you want to see. From the Available scroll list, select the category you want to create this instance for. iv. Click the Add icon. f. Click Save. The instance is added. NOTE: You can only create one instance at a time. To create another instance, repeat steps a e.

300 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished adding instances, from the right side of the page, click Save. The checklist is saved. 9. Click the Items on This Checklist tab. The Items on This Checklist tab appears. 10. From the right side of the page, click Add items. The Add Items window appears. 11. From the Available scroll list, select the first item to add to the checklist. 12. Click the Add icon. 13. Repeat steps until all desired items have been added to the checklist. 14. When finished adding items, click Save. 15. Click the Properties tab. 16. From the right side of the page, click Save. The items are added to the checklist.

301 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Updating a Checklist If needed, you can make updates to the checklist including adding items or adding instances. Adding an Instance You can add a new instance of a checklist at any time. 1. Under the Modules tab, select Checklist. The Checklist Management page appears. 2. Click Setup. The Checklists page appears. 3. For the checklist to add an instance to, click the Edit icon. The Properties page for the checklist appears.

302 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Add Instance. The Instance Manager window appears. 5. To associate this instance with both a station and a vehicle, a. Select the Station & Vehicle tab. NOTE: This tab is generally selected by default when the Instance Manager window opens. b. From the Station scroll list, select the desired station. c. From the Vehicle scroll list, select the desired vehicle. The selected station and vehicle are added to the (Station Vehicle) combinations to add scroll list on the right.

303 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To associate this instance with a station but not a vehicle, a. Select the Station tab. The Station tab appears. b. From the Available scroll list, select the station you want to create an instance for. c. Click the Add icon. 7. To associate this instance with a vehicle but not a station, a. Select the Vehicle tab. The Vehicle tab appears.

304 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 304 b. From the Available scroll list, select the vehicle you want to create this instance for. c. Click the Add icon. 8. To associate this instance with a different category, a. Select the Category tab. The Category tab appears. b. OPTIONAL: To narrow down the categories that are available for you to select from, from the Category Filter drop down menu, select the type of category you want to see. c. From the Available scroll list, select the category you want to create this instance for. d. Click the Add icon. 9. Click Save. The instance is added. NOTE: You can only create one instance at a time. To create another instance, repeat steps 4 8.

305 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 305 Updating the Items on a Checklist You can update the items that are included on a checklist at any time. This will update the items on all instances of this checklist. 1. Under the Modules tab, select Checklist. The Checklist Management page appears. 2. Click Setup. The Checklists page appears. 3. For the checklist to add an instance to, click the Edit icon. The Properties page for the checklist appears. 4. Select the Items on This Checklist tab. The list of items appears.

306 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e To add a new item to the checklist, a. From the right side of the page, click Add items. The Add Items window appears. b. From the Available scroll list, select the first item to add to the checklist. c. Click the Add icon. 6. To remove an item from the checklist, a. Select the desired item(s). HINT: Clicking an item once will select it; clicking it again will deselect it. You can select multiple items simply by clicking on multiple items. Additional options appear on the right side. b. Click Delete Selected. The item is removed. 7. To group items on the checklist together, a. Select the desired items. HINT: Clicking an item once will select it; clicking it again will deselect it. You can select multiple items simply by clicking on multiple items. b. From the right side of the page, click Group. A new window appears. c. In the text box, type a name for the group of items.

307 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 307 d. Click Save. The items are grouped. 8. To add an item to an existing group, a. Select the desired item(s). b. From the right side of the page, click Move To Group. A list of groups appears. c. Select the group to move the item(s) to. The items are moved 9. Click the Properties tab. 10. Click Save. The checklist will update Filling Out a Checklist Users can fill out checklists as needed from the Checklist module. 1. Under the Modules tab, select Checklist.

308 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 308 The Checklist Management page appears. HINT: As an administrator, if you were previously working in the Setup section, to return to the list of checklists, click Manage. 2. If needed, to locate the checklist to fill out, a. From the drop down menus, select any criteria that the checklist should meet (e.g., which station or vehicle it is assigned to). As you select options, the page refreshes to display only checklists meeting your criteria. b. In the mm/dd/yyyy text box, click and select the date for the checklist from the calendar. As you select options, the page refreshes to display only checklists meeting your criteria. c. To search for a checklist by name, type the name or part of the name in the Search text box. As you type, the page refreshes to display only checklists meeting your criteria. 3. Click the name of the checklist you need to fill out. A list of each instance of this checklist (restricted based on any criteria you selected in step 2) appears.

309 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click the checklist you need to fill out. The checklist appears. 5. For each item, select or type the appropriate response. HINTS: For items with the Details icon next to them, hover your mouse over the icon to view additional details. For items with a check mark and an X, click the appropriate button.

310 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 310 For items with a text box, enter a number. For items with a date field, enter the date. 6. To enter one answer for all items in a section, click the appropriate option in the header of the group. HINT: This only works for items that have the same type of answer. If an item in the group requires a numeric answer, clicking the Yes icon will have no effect on that answer. 7. To enter a comment for any specific item that allows comments, a. Click the Comments icon.

311 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 311 A text box appears for comments. b. Type the comment information into the text box. 8. If desired, to enter additional comments in this checklist, type your content into the Checklist Comments text box at the bottom of the page. 9. Before leaving the page, from the bottom of the page, click Save or Submit. Your changes are saved. NOTES: It is important to save before switching checklists or moving elsewhere in the system to make sure that your changes are saved. If you have not completed all required items, your checklist will not be finished. You can save your progress by agreeing to the confirmation dialog box, but the checklist will be marked with an In Progress status. If this checklist was not yet saved or not all required items were filled out, you will see the Save button. If the checklist was saved previously and all required items were completed, you will see the Submit button.

312 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 312 CHAPTER 11 IMPORTING AND EXPORTING DATA

313 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview Data exchange is customized individually for each of ImageTrend s clients. This chapter explains the basic capabilities of the Data Exchange feature Introduction to Data Exchange The Fire Bridge allows data exchange based on the client s needs, which lets information be sent between programs for various purposes. This can include sending information to a state or national database, sending information to a billing company or importing a list of staff and their contact information. Since the needed types of data exchange are customized for each client, clients should contact ImageTrend for instructions on their particular settings or to set up additional exchanges. ImageTrend s EMS Fire Bridge provides a data exchanges to multiple formats and for multiple integrations, including: Agencies: GAPCR 2000 NEMSIS NHTSA NISE Billing Integration: Accordis Ortivus Amazon Sweet Soft Quadax Zoll RescueNet (also known as Sanitaas) CAD Integration: TriTech Motorola PrinTrack Digitech FirstWatch Logistics Trauma Integration: Collector Vendors: CodeRed Firehouse Import Export Zoll Data Systems Sansio (Scanhealth) Other Formats: ODBC Microsoft Access CSV Flat file formats XML

314 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Running a NFIRS Export You can use your Fire Bridge to export your runs for NFIRS at any time. This export will place all your run information into a file that will be accepted for NFIRS. 1. From the top left, click Data Exchange. HINT: If you have several modules available, the Data Exchange link may be included under the More link at the upper left. 2. From the left menu, click NFIRS Data Exchange. A sub-menu appears. 3. Select Export NFIRS Data File. The NFIRS Search page appears. 4. Use the provided fields to search for the runs you want to export. HINT: The Exported field allows you to specify whether you are searching for runs that have been previously exported for NFIRS. 5. In the Transaction Type section, select the information you want to include in the export. Include Department Export This option will include any department-related information in the header of the export file. Include Personnel Export This option will include all personnel information for the department in the header of the export file.

315 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 315 Include Apparatus Export This option will include all vehicle/apparatus information for the department in the header of the export file. Include Non-NFIRS State Specific Data Points This option will include any data points that are collected by the state in addition to NFIRS. These will only be exported if they are documented within a NFIRS run and contain data. Include EMS Data Points This option will include the EMS module data within an NFIRS run. Include Incident Apparatus Data Points This option will include the Apparatus module data within an NFIRS run. 6. Click Search. A list of records meeting your criteria appears. 7. Select the checkbox(es) for each report to include. HINT: To see all the reports that met your criteria, from the Display drop down menu in the upper left, select All. 8. Click Export. A confirmation screen appears. 9. Click Continue. The export file is generated.

316 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Export File section, click on the name of the file. The File Download dialog box appears. 11. Click Save. The Save As dialog box appears. 12. Navigate to the desktop. HINT: Be sure to save this file to the desktop; files saved elsewhere sometimes cause issues when being sent to NFIRS. 13. Click Save. The NFIRS file is saved on your computer and can be imported to the NFIRS site. 14. Log in to the NFIRS software using your username and password. 15. From the Tools menu, select Import/Export Tool. The NFIRS Validation Tool window appears. 16. Ensure that the Import is selected. 17. Click Select Import File. The Import File Selection window appears. 18. Navigate to and select the NFIRS file to import. 19. Click Open. The file is selected.

317 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Click Accept. The transfer is initiated. When it is finished, a status report is completed.

318 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 318 CHAPTER 12 WORKING WITH REPORT WRITER

319 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e Chapter Overview This chapter explains the capabilities of the Report Writer, the types of reports that can be created and how to create and customize reports Summary of Report Writer The Report Writer allows users to dynamically create, display, and save transactional (formerly called ad hoc) report templates. This gives the user the power to find and display the data required without relying on static reports that may not include current data needs. The Report Writer encompasses a single reporting tool that gives the user complete control of data output and display. You can choose from multiple ways to display your report, from familiar text-based reports to pie charts and mapping. You can report on multiple fields within several categories and data sets, allowing you to create exactly the report you want. Database search criteria can be selected based on each field allowing users to define exactly what they need. User defined headers, sorting, and grouping give users the ability to display search results using a number of options. Reports can be saved for later review or editing and also as a PDF document and CSV file (which can be opened and manipulated in a spreadsheet program such as Microsoft Excel). In addition, standard reports and charts are available for quick report creation. All reports are listed in the left menu of Report Writer, organized by category Types of Reports Report Writer provides several different types of reports for differing needs. Each report listed in the left menu will display an icon to indicate which type of report it is. Transactional Reports While some transactional reports have a default setup of fields to display in a particular order, transactional reports can be entirely configured. Users can change which fields display, define additional criteria for each of those fields (e.g., display only records within a certain postal code) and change the order in which records appear. In addition, users can create transactional reports completely on their own with no pre-defined fields or setup. Standard Reports Standard reports are pre-created with all fields and display options defined for the user. Within the fields, users can define additional criteria (e.g., requesting information about a particular unit or type of service). These reports provide fewer configuration options and allow a ready-made report for common data requests Requesting Standard Reports and Charts While several standard reports are available from the All Reports section, many additional reports can be found in Report Writer. These reports have pre-defined fields, although users can further define the criteria for each of those fields. For example, if the staff field is set to display, users can display data only for a particular staff member. 1. From the top left, click Report Writer 2.0. The Report Writer page appears.

320 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 320 HINT: You may need to click the More button in order to find the Report Writer 2.0 link. 2. If necessary, to expand a category of reports, in the All Reports section, click the category. HINT: Categories have a folder icon to their left. Reports have an icon indicating the type of report. NOTE: Clicking the category once will expand it to show all reports. Clicking it again will hide the reports under the category. 3. To begin a report creation, click the name of the desired report. 4. Using the provided fields, select any further defining criteria for each field. NOTE: Depending on the permissions set for this report, you may be able to set more or fewer options to further define the information in the report. These options will be available from each of the links at the top of the page (e.g., Columns, Grouping) and will work in the same way that these options work when creating a transactional report. 5. From the upper right, click Generate Report. If filters have been selected, the Filter your results page appears.

321 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 321 NOTE: Depending on the report and your level of access to it, you may be brought directly to the page of filters without needing to click the Generate Report link. In this case, the page may look different than the image below. 6. From each of the filters, select the criteria that the results displayed should or should not match. 7. Click Generate. OR Click Continue. The report appears Additional Standard Report Options Standard reports allow users to print the report, export the report to a PDF or spreadsheet (.csv) file, or add the report to a My Reports category for quick access. Adding Favorite Reports Report Writer provides a My Reports category that can be configured for each user. Users may add reports to this category for easy access. Reports added to My Reports will also remain in their original categories. 1. Open and view the desired standard report. 2. Click the Add to My Reports button. OR If the Add to My Reports button is not available,

322 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 322 a. Click the Actions tab and select Add to My Reports. The Details page appears. b. OPTIONAL: In the Name text box, type a new name for this saved report. HINT: The new name will only appear on the report in your My Reports section, and will not affect the standard report for any other user. c. OPTIONAL: In the Description text box, type any additional information about this report. HINT: The new description will only appear on the report in your My Reports section, and will not affect the standard report for any other user. d. To add the report to the My Reports category, click Save. The report appears in the My Reports section. Printing Reports You can print a report if necessary. 1. Open and view the desired standard report. 2. Click Print Report. The Print window appears. 3. Select your printer. 4. Click OK Working with Transactional Reports Creating a transactional report can be a simple or a detailed procedure, depending on the complexity of the report you want to create. Before beginning a transactional report, you should begin by considering each of the elements you will need to work with to create the report. Data Set Each report must belong to a data set, which is a category of fields. This will help with organization and will determine the type of information contained within the report. Selecting a data set will determine what fields are available for your use in this report. Columns Within a category, you can select pieces of information to be included in each column of the report. These pieces of information are based on the fields filled out throughout the application (e.g., the fields within a run report or a staff record). Each piece of information that should be examined or used as a criterion should be included for the report.

323 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 323 Display On this page, users can set the display order of fields, select numeric fields to display averages, totals (previously called sums), the minimum value, maximum value and total number of records, determine the alignment of the field display and pre-define a date range for date fields. HINT: To change the order of a field, only change the field you want moved; Report Writer will automatically update the order of the rest of the fields. Grouping If the records should be clustered according to a certain type of information (e.g., all run reports by service), you will need to set up grouping rules. You have the option to group multiple times (e.g., within each service, you could group all run reports by the incident type) for further organization. Each group can be sorted in ascending or descending order (e.g., if all run reports are organized by service, the services can be sorted alphabetically). Sorting If the records should be sorted alphabetically or numerically, you can choose to sort the records based on the results in each column (e.g., sorting staff alphabetically by last name). When used with grouping, you can only sort fields that have not been grouped. If grouping is also used, sorting will be applied after grouping. In this case, after all grouping has been performed and each group has been sorted according to their criteria, the records within each group will be sorted according to the criteria selected here. Criteria and Filtering Both criteria and filtering options are included in the Criteria tab. Criteria will allow you to determine limits on the data that will be displayed every time this report is displayed. For example, in a report that displayed all incidents for a certain service, criteria would be used to dictate that only records where the Service field contained the desired service name should be included. Filters allow you to specify a new value for a criterion each time the report is run. For example, you could use filters to specify the dates that the report examines, so that each time the report is run, users can specify which dates they want to look at. Criteria and filters are important for narrowing the number of results displayed. If your organization has hundreds or thousands of records in the system, this is very important to limit the length of the report and prevent the system from timing out when trying to retrieve a large number of records. Preferences and Formatting If you want to create a report with a custom look, you can change the headers and footers, as well as the colors for the text, each row, and the rows beginning each group of data. These options are available from the Actions tab, as well as many other report options. Report Access You can manage access to a report you create if desired. This can include saving the report, setting who can view or edit it, scheduling the report to run at a specific interval or exporting the report. These options are available from the Actions tab, as well as many other report options.

324 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 324 Step One: Selecting a Category 1. From the left menu, click Create a Report. The Create a Report page appears. 2. In the Create a Transactional Report section, click the desired category. The Columns page appears. Step Two: Selecting Columns Each column represents a piece of information that will be displayed on the report. For most transactional reports, these pieces of information will be displayed in a column in a text-based report.

325 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e OPTIONAL: To locate a specific field, in the Search text box, begin typing the name of the field. As you type, the fields displayed in the Available scroll box will be narrowed down to display only options matching your entry. 2. From the Available scroll box, select the fields to be displayed on the report. HINTS: To select multiple fields, press and hold the Ctrl key while clicking the name of each field. To search for specific columns, type in the Search text box. After you have typed at least three characters, fields matching your entry will appear in the Available scroll list. 3. Click Add. 4. To change the order in which the columns appear, highlight each field to move and use the Up and Down buttons. 5. When finished, click Continue. Changing the Column View (Optional) If desired, you can select the pieces of information to be displayed from a different list of fields, sorted by the type of field. This view may be more familiar to you if you used the Report Writer in previous versions of Resource Bridge. 1. From the right side of the screen, click Change View. An alternate Columns view appears. 2. Select the checkbox(es) for each piece of information to display.

326 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished, click Continue. The Display tab appears. Step Three: Setting Display Options (Optional) If you would like to change the order of the fields or the labels, alignment or format of the information, you will need to set up display options. 1. To change the order of the fields, in the Order text boxes, type the numbers corresponding to the order in which the fields should appear. HINT: You need to change only the numbers for the fields you want moved; all other fields will be updated automatically. 2. To change the header that will appear for this information on the report, in the Label text boxes, type the text to appear. 3. To change the way that the data will be displayed (if possible), from the Format drop down menus, select the desired format. 4. To change the alignment of the information within its column on the report, from the Alignment drop down menus, select the desired alignment. 5. For certain numeric values, to display mathematical information (e.g., the total number of records or the average value), select the desired checkbox(es). Min. This will display the minimum numeric value within the grouped results. Max. This will display the maximum numeric value within the grouped results. Average This will display the mean value of the numbers in all rows within the grouping. Count This will count the total number of rows listed within the grouping. Total This is the Sum field that was in the previous Report Writer and will display the sum of the numbers in all rows within the grouping.

327 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When all changes are made, click Continue. The Grouping page appears. Step Four: Setting Grouping Rules (Optional) If you would like to place all records with similar values in a specific column together (e.g., all runs from each service listed together), you will need to set grouping rules. In addition, all calculations will be performed on groups. For instance, if you choose to display a minimum value or an average from a column, the report will display a minimum value and average for each group. 1. OPTIONAL: To locate a specific field, in the Search text box, begin typing the name of the field. As you type, the fields displayed in the Available scroll box will be narrowed down to display only options matching your entry. 2. To indicate which field to group by (e.g., if grouping all runs from each service, the Service Name field), from the Available scroll box, select the field. 3. Click Add. 4. If you would like to group by multiple fields, repeat steps 1 2 until all desired fields are added. 5. OPTIONAL: If multiple fields are selected for grouping, select the fields and use the Up and Down buttons to indicate which grouping should be done first. HINT: Fields that are listed first will be the primary grouping rules. Each field following will be grouped within the first field. EXAMPLE: If the first field groups runs by zip code, the second field could group runs by the service. Run reports would be clustered into a zip code group, inside of which they would be listed by service. 6. To select whether the groups will be listed in ascending (e.g., 1 10 or a z) order or descending (e.g., 10 1 or z a) order, select each group and click the Asc or Desc buttons.

328 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished, click Continue. The Sorting page appears. Step Five: Setting Sorting Rules (Optional) If you would like to place records in a particular order (e.g., a z, 10 1) by the values in a certain column, you may do so using sorting. When combined with grouping, sorting will be performed after all data is grouped. In this case, after being placed in each of the assigned groups, data in those groups will be sorted according to the rules set here. 1. OPTIONAL: To locate a specific field, in the Search text box, begin typing the name of the field. As you type, the fields displayed in the Available scroll box will be narrowed down to display only options matching your entry. 2. To indicate the field with the values to sort by, select the desired field (e.g., to display incidents in order based on incident number, select Incident Number). 3. Click Add. 4. If you would like to sort by multiple fields, repeat steps 1 2 until all desired fields are added. 5. OPTIONAL: If multiple fields are selected for sorting, select the fields and use the Up and Down buttons to indicate which sorting should be done first. HINT: Fields that are listed first will be the primary sorting rules. Each field following will be sorted within the first field. EXAMPLE: If the first field sorts by date, the second field could sort them by incident number. In this case, all runs would be put in order based on the incident date. In cases where multiple runs took place on a single date, they would then be placed in order based on their incident number. 6. To select whether the sorting will be ascending (e.g., 1 10 or a z) or descending (e.g., 10 1 or z a), select each field and click the Asc or Desc buttons.

329 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished, click Continue. The Criteria tab appears. Step Six: Setting Criteria and Filters (Optional) Criteria will allow you to determine limits on the data that will be displayed every time this report is displayed. For example, in a report that displayed only runs in Minnesota, criteria would be used to dictate that only records where the State field contains Minnesota should be included. Filters allow you to specify a new value for a criterion each time the report is run. For example, you could use filters to specify a date range, so that each time the report is run, users can select a date range for the runs. Criteria and filters are important for narrowing the number of results displayed. If your organization has hundreds or thousands of records in the system, this is very important to limit the length of the report and prevent the system from timing out when trying to retrieve a large number of records. 1. OPTIONAL: To group criteria together, use the parentheses in the second drop down menu and the last drop down menu.

330 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 330 EXAMPLE: To indicate that the records included in the report should only be for runs within Minnesota with a destination of a hospital or medical clinic, you will need to group the criteria for the destination types together. This indicates to the system that the run must be from Minnesota and have a destination type of either hospital or medical clinic, rather than saying that the run must either be from Minnesota and have a destination type of a hospital, or have a destination type of a medical clinic. 2. From the Field drop down menu, select the column for which you are restricting the values. 3. From the Operator drop down menu, select the way in which the field value must relate to the value you are specifying (e.g., if the value should be equal to the one you are about to specify, should not be blank, or should contain the value). 4. From the Value drop down menu, type or select the value for the criteria. 5. If necessary, close any parentheses by selecting a closed parenthesis from the drop down menu. WARNING: Make sure that there are no parentheses left open when you continue; if there is an extra opening or closing parenthesis, the report will generate an error and your criteria selections will be lost. 6. To add a new criterion, click Add. A new row appears. 7. OPTIONAL: To relate this criterion to a previous criterion, from the first drop down menu, select whether both criteria must be met (And) or only one of them (Or). NOTE: If both And and Or are used within one set of criteria, you will need to use the parentheses in the second drop down menu to group criteria together. 8. To add any more criteria, repeat steps To add a filter (i.e., a field for which values can be specified before running the report each time), from the Available scroll list in the Filters section, select the desired field(s). HINTS: To select multiple fields, press and hold the Ctrl key while clicking each desired option. To search for a specific field to filter by, type in the Search text box. After you have typed at least three characters, fields matching your entry will be displayed. 10. Click Add. 11. To change the order that the filters will be listed, select the filter to move and use the Up and Down buttons. 12. When finished, click Generate Report. The Filter Your Results page appears.

331 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 331 Step Seven: Changing the Appearance of the Report (Optional) If you want to create a report with a custom look, you can change the headers and footers, as well as the colors for the text, each row, and the rows beginning each group of data. 1. From the Actions menu, select Preferences. The Preferences page appears. 2. From the Select Header or Select Footer drop down menus, select the footer you would like to display on the report. OR To create a new header or footer, a. Click Add or Modify a Header or Add or Modify a Footer, as appropriate. A Headers and Footers page appears. b. In the Header Title text box, type a name for this header.

332 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 332 c. In the text box, enter any text or pictures to be included in the header or footer. HINT: To enter any information that will automatically change when the report is generated, click the desired option from the Merge Fields section on the right. d. When finished, click Save. 3. In the Style Options section, select the colors that you would like to apply to the text, rows or groups. 4. When finished, from the bottom of the page, click Save. Step Eight: Viewing the Report If any filters have been added, you will need to specify the values for the filters before proceeding. 1. If necessary, from the upper right, click Generate Report. 2. If any filters are available, to select additional restrictions on the data to be displayed, select the desired criteria. HINT: Be sure to select how many records you would like to display on each page of this report. The default value will be 50 rows on each page. 3. When finished, click Generate. The report appears. Step Nine: Saving the Report (Optional) You can save the report for your own use or for the use of others within your organization who can access the Reports tab. This report will be listed in the left menu and can be run as many times as desired after saving. You will have the option to Save or Save As. Save will save over any report with the same title with new changes, while Save As allows you to save the report under a different name, preserving both versions of a report. If you are creating a new report from scratch, you should use the Save option so that you can specify a name for the report. 1. Within the report you wish to save, click the Actions tab at the top of the screen. 2. Click Save to save the report with the current title. OR

333 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 333 Click Save As to save the report under a different title. 3. If you select Save As, enter a new title for the report in the Name field. HINT: If you are re-saving a report, the title will automatically be set to Copy of (Report Name). 4. If desired, enter a new description. 5. Use the Category drop down menu to select where the report should be placed. 6. Use the radio buttons to select if the report is visible. NOTE: If you select No, only you will be able to view the report. 7. In the Add to My Reports For section, from the Available text box, select any people who should be able to view the report. HINT: To locate specific people, type in the Search text box. After at least three characters have been typed, names matching your entry will appear in the Available scroll list. 8. Click Add.

334 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e When finished, click Save. The report is saved. Step Ten: Deleting the Report (Optional) While the report cannot be deleted completely from the system, you can mark it so no one, including you, can access the report. 1. From the Reports toolbar at the top of the pane, select Properties. 2. In the Visible section, select No. 3. Make sure no users are in the Selected scroll list. 4. Click Save. The report is no longer accessible. Step Eleven: Assigning Permissions (Optional) You can assign permissions to the report after saving it. This allows you to set who sees which part of the report. Viewing permission can be restricted for parts or all of the report, depending on your preferences. 1. From the Actions menu, select Permissions. The Permissions page appears. 2. Use the checkboxes to select the appropriate permissions for each security group. 3. When finished, click Save. The permissions are updated. Step Twelve: Scheduling Reports (Optional) You can schedule reports to automatically run for individuals at a certain time interval. The report will then be ed to a person as an attachment.

335 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e From the Actions menu, select Schedule Report. The Scheduling page appears. 2. Click Schedule Report. The Scheduling page appears. 3. In the Recurring section, select how often this report will run. 4. In the Time section, select when the report will run. HINT: If this is a large report, you will want to run it at a time when few people will be using the system, so it will not slow down people who are working on other reports. 5. In the From section, type any dates that should restrict when this report will run (e.g., if the report should only be run for a month or a year). 6. In the Subject section, type a subject line for the that will be sent with the report. 7. In the Message text box, type the message that will appear in the body of the with the report. 8. In the Format section, select the format in which the report should be saved (e.g., PDF).

336 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e In the Recipients section, from the Available text box, select any people who should receive this report on this time schedule. 10. Click Add. 11. In the Allow Unsubscribe section, select whether these recipients should be able to set themselves to no longer receive this report. 12. When finished, click Save. Step Thirteen: Exporting and Printing Reports (Optional) If you would like to print or save a copy of a report with all the data that is displayed in the report as you are viewing it, you can choose to either print the report or to export the report into a PDF or spreadsheet file that you can save and refer to at any time. 1. Generate the report you would like to export or print. 2. From the top right corner of the report, click Export. The Export Options page appears. 3. To export the report to any format, click the desired format. HINT: Some file types have some limitations on the abilities to export. For example, you cannot export to PDF if there are more than 1000 records in a report. Also, Microsoft Word (Doc) files and HTML pages will only export the first page of the report. 4. For file exports, select whether you would like to open or save the resulting file.

337 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 337 CHAPTER 13 GLOSSARY

338 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 338 Glossary Active Active records or features are currently available for use in the system. Active Protocol This option will not be used in the Fire Bridge, as it is related to systems that manage EMS run forms. An active protocol is a set of steps that can be set up for any provider impression or protocol, and will automatically bring up sections of the run form or power tools that are needed to document those steps. Active protocols can be used on the Field Bridge and, if the dynamic run form is used, on the Service Bridge. Activity An activity is a record of a task that must be done, such as changing the oil in a vehicle. Add 1) You can add something to the system by creating a new record (e.g., a run report, staff member, training course). 2) Add rights give you access to create new records in a specific section of the application. Ad Hoc Report An ad hoc report is a report that you can create from scratch, allowing you to set your own criteria to display the exact information you need. Also called a transactional report. Addendum An addendum is an additional document that can be attached to a run form with more information. Addendums can be added to a run form at any time, even if the run form is locked. Administrator An administrator is a general term for a user with a high level of access to the system. Most administrators will be able to configure the system to some degree and may also have additional access to records within the system. Your organization may have several different levels of administrators who have different levels of access to the system. Agency Transferred To/From This option will not be used in the Fire Bridge, as it is related to systems that manage EMS run forms. An agency transferred to/from or a transferring agency is a record containing the information for a single agency (e.g., nursing home, hospital) that a patient might be transferred to or from. These records can be selected from a drop down menu on the run form so that providers do not need to enter all the information for common agencies on every run form. Allocation In the Inventory system, an allocation is a record of an item that is currently in the possession of a specific staff member. Allocations can record the dates that a staff member has an item. AMA Questions AMA questions are additional questions that are displayed in the Against Medical Advice signature panel for patients, which allow you to collect more detailed information. Ascending Ascending order sorts records from the top down (e.g., 1 10, a z).

339 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 339 Association 1) An association in a training record is other training records that have been marked as pertaining to this one (e.g., another session of the same course). 2) For users who need to access multiple services, an association links the staff profile that user has in each service and allows that user to have only one username and password. Attachment An attachment is a file that is associated with a particular or record. Whenever someone opens the record or the , they can then view or download the file. Attendee An attendee is an individual who will be present to take a course, as recorded in training records. Auto Call Number An auto call number is a number that is automatically generated by the system for each new run form, which uniquely identifies that run form for that particular call. The format of automatic call numbers will be set up by the administrator for the system. Auto Inspection Number An auto inspection number is a number that is automatically generated by the system for each new inspection record, which uniquely identifies the forms for that inspection. The format of automatic inspection numbers will be set up by the administrator for the system. Auto Narration This option will not be used in the Fire Bridge, as it is related to systems that manage EMS run forms. Auto narration is a feature that will complete the narrative on your run forms for you based on the information already in the run form and your answers to questions that it will ask once you choose to generate a narrative. These narratives can be generated to fit one of several different formats and allow you to make changes after information has been automatically generated. Automatic Posting This option will not be used in the Fire Bridge, as it is related to systems that manage EMS run forms. Automatic posting is a feature that will prompt Field Bridge users to post their run forms at a specific time. This feature is controlled by the system administrator, who can determine whether the prompt appears, when it appears and what it says. Average An average, as discussed for reports, is a mathematical average for the numbers selected.

340 FIRE BRIDGE V.5.8: SERVICE ADMINISTRATOR GUIDE P a g e 340 Break A break, as discussed in reports, is a space between sections of information. Building Information Category A building information category is a way to organize additional information about a building that may not fit in other sections for a location profile. Some building information categories will be preset with the system, but you have the opportunity to add more to fit your needs. CAD integration This option will not be used in the Fire Bridge, as it is related to systems that manage EMS run forms. A CAD integration refers to special setup and development done by ImageTrend to allow your service to share information with an EKG monitor or computer aided dispatch program. In order to send or receive information from outside monitors or software, CAD integrations must be done to allow the systems to talk to each other. Calendar A calendar displays a small image of a calendar, allowing you to locate the dates you need from a familiar calendar interface. Call Hour Administration Call hour administration is a section that allows administrators to determine whether calls will be set to a specific time (e.g., one hour per call) or the exact time of a call for pay. Census Tract A census tract is a more specific area within a zip code that your organization can set up. Census tracts can allow you to receive more accurate, targeted information about a particular area. Change Change rights allow you to view and edit existing information or records in the selected section, but not add or change any information. Checklist 1) The Checklist module is a module in Fire Bridge that allows you to create and fill out checklists for your agency. 2) A checklist is a form with a list of items that can be filled out multiple times when items are checked off.