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Daily Operations: List View

Purpose Statement

The List View within the Daily Operations section of the Events & Activities Module provides users with a centralized, filterable display of department-wide activities. This includes entries from Events, Inspections, Work Shifts, Time Off, Daily Log, and other operational modules.
Its purpose is to streamline visibility, improve operational awareness, and allow users to quickly review, sort, filter, and act on daily activities across the organization.

Background Information

The Daily Operations list view is designed as an operational dashboard for personnel who need quick access to a wide range of department activities. Because it aggregates information from multiple modules, users can efficiently locate items, review details, take action, and export data without switching between modules.

Common use cases include:

  • Reviewing all department activity for a specific date or shift
  • Sorting or filtering operational data for situational awareness
  • Accessing related module items quickly
  • Exporting activities for reporting or administrative review
  • Initiating Passdowns directly from the operational workflow

Required Permissions

Users may require the following permissions depending on the actions they intend to perform:

Minimum Permissions for Viewing the List View

  • Events & Activities → View Daily Operations
  • Module-Specific View Permissions, including but not limited to:
     
  • Permissions for Available Actions Within the List
     
  • Edit Events – required to modify or delete Event entries
  • Access to Module Items – required for the Go to Item option
  • Passdown → Create Passdown – required to initiate a Passdown

Departments should confirm access levels through Admin → Permissions to ensure users can perform the necessary functions.

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Step-by-Step Guide

  • Open the Events & Activities Module.
  • Select Daily Operations.
  • The system defaults to the List View.
     



 

Apply Filters

  • Locate the Filter options at the top of the page.
  • Select one or more categories to filter the list from
  • Select Search to apply the chosen filters.
  • View the results displayed below.
  • Select Reset to return to the default list.
     



 

Customize List Columns

  • Review the default 10 columns displayed in the list view.
  • Open the Column Selection menu on the right-hand side.
  • Deselect any non-essential columns (note: Module and Date cannot be removed).
  • Rearrange columns by dragging their headers.
  • Sort any column in ascending, descending, or default order by selecting the header name
     



 

Use the Actions Column

  • Select the eye icon in the Actions column to view summary information in a modal.
  • Choose Go to Item (if permitted) to open the associated record in its respective module.
  • For editable items such as Events, additional options like Edit or Delete may appear depending on permissions.
     



 

Use the Global Actions Menu

  • Open the Actions dropdown on the left side of the screen.
  • Available actions may include:
    • Add New Event
    • Add New Daily Log Entry
    • Add Event from Template
  • Refer to related articles for guidance on performing these functions.
     




 

Initiate a Passdown

  • Look for the Passdown option on the right-hand side (availability depends on permissions and department setup).
  • Select Initiate Passdown to begin the process.
  • Refer to the related article Creating a Passdown for additional steps.
     





 

Best Practices

  • Filter your list before exporting to ensure you only download relevant information.
  • Customize columns to match your operational needs and minimize on-screen clutter.
  • Confirm your permissions if expected actions (like Edit or Go to Item) are not visible.
  • Use the Reset button to quickly return to the default view after filtering.
  • Sort by date or module for faster navigation of time-sensitive information.

Troubleshooting & FAQs

Filters aren’t returning expected items. What should I check?

  • Verify the appropriate modules are selected in the filter.
  • Check date or additional filters that may be excluding items.
  • Confirm that you have the necessary view permissions.

I don’t see the Edit or Delete option for an Event.

  • You may lack the required Edit Events permission.
  • Contact an administrator for assistance with access levels

The Passdown option is missing.

  • Your agency may not use Passdowns, or you may not have the Passdown → Create Passdown permission.

Exported files look different from the on-screen view.

  • Only the currently displayed data is exported. Verify applied filters and visible columns before downloading.