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Properties Module Filters

Overview

Filters help you search and group inspections or pre-plans, which can be accomplished through their use. This document explains how to use filters effectively.

The filter types vary between Inspections, Pre-Plans, and Properties List. Use the key below for further reference.

Applying Filters

To search and filter inspections, pre-plans, and properties, follow the next steps:

  1. On the desired page, click Filters at the top.

    image-20250205-185434.png
  2. Set filters according to the key below.

    image-20250205-092737.png
  3. When done, click Search.

    image-20250205-185531.png

Saved Filters

You can save frequently used filters and search queries for quick access by following these steps:

  1. Set filters and search queries.

    image-20250205-192956.png
  2. Name the filter.

    1. Click New Filter at the top of the Filters window.

    2. Name the filter, and then click image-20250205-192640.png .

      image-20250205-192939.png

  3. (Optional) To set it as the default filter, check the Default box, and then click Save. Default filters load automatically.

    image-20250205-193329.png

You can activate Saved Filters from the module pages by using the list of Saved Filters to the right of the Filters button.

image-20250205-193559.png

In addition, you can access saved filters directly from the Filters window.

image-20250205-193815.png

Properties Module Filter Key

Inspections and Pre-Plans

The Inspections and Pre-Plan filters are organized into these categories

  • Roster: Manage scheduling data by dates, personnel assignments, stations, and apparatus.

  • Address: Locate properties using physical addresses and assigned jurisdictional boundaries

  • Inspection: Filter inspection records by status, requirements, property conditions, and quality control reviews

Roster Filters

The Roster filters allow you to efficiently search and organize personnel scheduling information using various parameters including dates, staff assignments, station locations, shifts, and apparatus details.

image-20250204-155856.png

Filter

Description

Options/Comments

Due Date or Last Visit Date of Inspection/Date Survey Done

Filter by either the due dates of inspections/pre-plans or the actual dates when surveys or inspections occurred.

Note: Keep the filter set to Due Date unless required otherwise.

  • All

  • This Week

  • This Month

  • Last Month

  • Next Month

  • Until End of Month

  • This Year

  • Last Year

  • Next Year

  • Until This Year

  • By Date

Inspector (Inspections)/Staff Assigned To (Pre-Plans)

Filter by the staff member assigned to the inspection/pre-plan. Select from the list

n/a

Station

Filters according to station. Select the station from the list

n/a

Shift

Filters according to shift. Select the shift from the list.

n/a

Apparatus

Filters by apparatus. Select the apparatus from the list.

n/a

Address

The Address filters provide comprehensive search options to locate specific properties using identifiers like building names, physical addresses, district assignments, and risk classifications.

image-20250205-092123.png

Filter

Description

Property Description

Search by the property description

Building Name

Search by the building name

Complex

Filter by complex. Select a complex from the list.

Address

Search by the property’s address.

Unit Number / Suite

Search by the unit or suite number.

Box

Filter by box. Select the box from the list.

Zone

Filter by zone. Select the zone from the list.

Fire District

Filter by fire district, as defined by your department. Select the fire district from the list.

Risk Assessment

Filter according to the property’s risk assessment, , as calculated in Risk Assessment.

Alias

Search by the property’s alias.

Neighborhood

Filter by neighborhood. Select the neighborhood from the list.

Inspection

The Inspection filters enable users to refine inspection records based on various criteria including survey numbers, completion status, property conditions, inspection priorities, and quality control reviews.

image-20250205-092456.png

Filter

Description

Options/Comments

Survey # / Property #

Filter by survey or property number.

n/a

Status

Filter by inspection status.

  • Not Completed (Default)

  • All (Not Incl. Cancelled)

  • Completed

  • Canceled

  • Reopened

  • Completed - Not QC Approved

  • Completed - QC Approved

  • All (Incl. Cancelled)

Property Status

Filter by property status.

  • All (Default)

  • Out of Business

  • Vacant

  • To be destructed

  • Construction

  • In Normal Use

  • Destructed

  • New

Inspection Level

Filter by inspection level , as defined in Inspection Info.

Note: Inspection levels are used to indicate state-mandated inspection levels or if not required by your state, can be used to mark urgency levels. Check with your department

  • 1

  • 2

  • 3

QC Reviewed (with "All" visible in dropdown)

Filter inspection records based on their QC review status. This filter helps track which inspections have undergone QC review.

  • All (Default)

  • Yes

  • No

Show Properties On Hold (appears to be a toggle switch)

Display properties where the inspection is currently On Hold.

n/a

Properties List Filters

Property List Filters are organized into these categories:

  • Property Info: Search and filter properties using details like descriptions, status, types, and risk ratings

  • Address: Locate properties using physical addresses and assigned jurisdictional boundaries

Property Info

The property list Property filters enable detailed searching and filtering of property records through multiple parameters including descriptions, status, classifications, risk ratings, and construction state.

image-20250205-183650.png

Filter

Description

Options

Property Description

Search by property description

n/a

Survey #

Search by survey number

n/a

Complex

Filter by complex. Select a complex from the list.

n/a

Property Status

Filter by property status.

  • All (Default)

  • Out of Business

  • Vacant

  • To be destructed

  • Construction

  • In Normal Use

  • Destructed

  • New

Property #

Search by property number

n/a

Building Name

Search by building name

n/a

Property Type

Filter by property type. Select the property type from the list.

n/a

Occupancy Type

Select the occupancy type from the list.

n/a

Requires

Filter by inspection and pre-plan requirements, as defined in Inspection Info.

  • Inspection Or Pre-Plan (Default)

  • Inspection & Pre-Plan

  • Only Inspection

  • Only PrePlan

  • None

  • All

Risk Rating (Heron)

Filter by Heron risk rating, as calculated in Risk Assessment.

  • Low

  • Moderate

  • Significant

  • Maximum

Inspection Level

Filter by inspection level, as defined in Inspection Info.

  • 1

  • 2

  • 3

Alias

Search by property alias

n/a

Risk Rating (OVAP)

Filter by OVAP risk rating, , as calculated in Risk Assessment

  • Low

  • Medium

  • Significant

  • Maximum

Permit #

Search by permit number (Default: 0)

n/a

In Construction

Display properties under construction

n/a

Address

The property list Address filters enable you to pinpoint specific properties using detailed location information including street addresses, unit numbers, and assigned administrative boundaries.

image-20250205-183733.png

Filter

Description

Address

Search by property address

Unit Number / Suite

Search by the unit or suite number

Zone

Select zone

Fire District

Select fire district

Neighborhood

Select neighborhood

Box

Select box

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