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Knowledge Center

Daily Operations: List View

Purpose Statement

The List View within Daily Operations provides a centralized view of activities that feed into the Events & Activities Module.

Users can customize the information displayed, apply filters, create or select saved views, review activity details, perform available actions, and download or print the displayed information. This provides personnel with a flexible way to review operational activity based on their specific needs.

Background Information

Daily Operations can display department activities in multiple formats, including Calendar View and List View. The List View provides a searchable and configurable way to review activities from modules that feed information into Events & Activities.

Depending on agency configuration and available modules, users may see items such as:

  • Events
  • Trainings
  • Daily Log entries
  • Other activities that feed into Events & Activities

Users can customize List View by selecting a saved view, creating a new view, applying filters, choosing which columns appear, and rearranging columns.

Required Permissions

Access to actions within List View depends on the user's assigned permissions and the modules enabled by the agency.

Permissions may affect the ability to:

  • View specific module information
  • Create a Passdown
  • Delete items using bulk actions
  • Complete or sign up for eligible activities
  • Create an exposure record
  • Edit an item
  • Delete an item

The Exposure option is available when the agency uses the Health & Wellness Module and the user has the appropriate access. First Due describes Health & Wellness as using configurable, role-based permissions to control access to exposure information.

If an expected action is unavailable, contact an agency administrator to verify the user's assigned permissions and module access.

Video

Step-by-Step Guide

1. Navigate to Daily Operations

  1. Open the Module Stack.
  2. Select Events & Activities.

  3. Select Daily Operations.

     

  4. Daily Operations opens in Calendar View.
     

  5. Select List View to switch to the list of activities.

     

2. Select or Create a View

  1. Locate the current view at the top of the List View.
  2. By default, the Default View is displayed.
  3. Open the view selector to choose another view that has been shared with you, if available.
  4. To create a customized view, select the option to Add a New View.
  5. Configure the new view based on the information you want displayed in the list.


 

3. Apply Filters

  1. Review the active filters for the current view.
  2. By default, the date filter is set to Today.
  3. Remove or modify the Today filter when you need to review activities from another time period.
  4. Use the filters on the right side of the screen to further narrow the displayed information.
  5. Select the desired time period.
  6. Select one or more available modules to control which activity types appear.

Available module filters may include Events, Trainings, Daily Logs, and other modules that feed information into Events & Activities.

 


 

4. Customize the Displayed Columns

  1. Locate the column options on the right side of the screen.
  2. Select the additional columns you want displayed in List View.
  3. Deselect columns that are not needed.

 

The Start Date and Time and Module columns are required and cannot be removed.

  1. To change the order of the displayed information, rearrange the columns at the top of the list.
     

5. Use Bulk Actions

  1. Select one or more items from the list.
  2. Locate the available Bulk Actions on the left side of the screen.
  3. Depending on permissions, available bulk actions may include:
    • Creating a Passdown
    • Deleting selected items
  4. Select the appropriate action and follow the prompts displayed on the screen.

Creating a Passdown is covered separately in the Knowledge Base.


 

6. View and Manage an Activity

  1. Select an item from the list to view its details.
  2. Review the available actions for the selected item.

Depending on the activity type, configuration, and user permissions, available actions may include:

  1. View – Views the associated event.
  2. Exposure – Creates an exposure when the agency uses the Health & Wellness Module and the user has appropriate access.
  3. Edit – Allows the item to be modified when available.

  4. Delete – Removes the item when available.

     

7. Add an Item

At the top of List View, users may have options to create new activities.

Available options include:

  1. Add a Daily Log Item
  2. Add an Event from Template
  3. Add an Event

Select the appropriate option and complete the required information.


8. Change the Number of Items Displayed

  1. Scroll to the bottom of the list.
  2. Locate the pagination options.
  3. Select how many items you want displayed per page:
    • 20
    • 50
    • 100
  4. Use the page controls to navigate through additional results as needed.

9. Download or Print the List

  1. Apply the appropriate filters and configure the List View before exporting.
  2. Locate the download and print options.
  3. Select the appropriate option to download or print the information displayed in the list.

Best Practices

  • Create customized views for information you review frequently.
  • Check the default Today filter when an expected activity does not appear.
  • Use module and date filters together to narrow large lists of activities.
  • Display only the columns needed for the task to keep the List View easier to review.
  • Arrange columns in the order that best supports your operational workflow.
  • Review selected items carefully before using bulk delete.
  • Apply the appropriate filters before downloading or printing information.
  • Confirm permissions with an administrator when an expected action is unavailable.

Troubleshooting & FAQs

Why am I only seeing activities from today?

The default date filter is set to Today. Remove or modify the filter to display activities from another time period.

Why don't I see an activity from a specific module?

Check the filters on the right side of the screen and confirm the appropriate module is selected. The user's access to that module may also affect what information is available.

Why can't I remove the Start Date and Time or Module columns?

Start Date and Time and Module are required columns in List View and cannot be disabled. Other available columns can be turned on or off.

Why don't I see the Passdown option?

Creating a Passdown is permission-dependent. Confirm that your account has the necessary access if the option is not available.

Why don't I see the Exposure option?

The Exposure option is associated with the Health & Wellness Module. The agency must use Health & Wellness, and access may depend on the user's assigned permissions.

Why can't I edit or delete an item?

Edit and delete options depend on the type of activity and the user's permissions. Some items may not support those actions.

Why isn't the Sign Up option available?

The Sign Up option appears only for activities that are eligible for sign-up.

How can I display more activities on one page?

Use the pagination setting at the bottom of the screen to display 20, 50, or 100 items per page.