Getting Around Your Pre-Plans Display

The pre-plan interface consolidates all inspection functions into an organized workspace. The layout consists of a navigation menu, status bar, and main workspace to efficiently manage pre-plans. Let's examine each component.

Quick Access Menu

Everything you need is on the left side:

• Pre-Plan details

• Tactical Summary

• Property info

• Remarks

• Signatures

• Reports and follow-ups

Key Information Bar

At the top, you'll see the essential details at a glance:

• Risk Rating

• Your pre-plan number

• Pre-Plan Status

• Property Status

• Due Dates

• Visit Duration

Main Workspace

This is where you'll do most of your work. Here you can:

• Review property details

• Check pre-plan dates

• See who's assigned

• Add markers

• Complete your pre-plan checklist