Purpose Statement

The Passdown feature in the Events and Activities Module allows departments to create a shift-to-shift summary of selected Daily Operations activities. Passdowns provide a digital record of important events and activities that can be reviewed by incoming personnel, command staff, or other authorized users.

Once created, a Passdown is available as a PDF that can be viewed or downloaded for operational review and recordkeeping.

Background Information

Passdowns help Fire and EMS agencies maintain operational awareness between shifts by collecting selected Daily Operations entries into a single summary.

Passdowns are created from the Daily Operations List View within the Events and Activities Module. Users can filter the displayed activities, select the entries they want to include, identify the person creating the Passdown, add a signature, and generate a PDF.

Completed Passdowns can be reviewed from the Passdown List, where users can see who created each Passdown, when it was created, how many entries it contains, and the individual activities included in the package.

Common uses include:

• Shift change documentation
• Daily firehouse activity summaries
• Command staff review
• Training and activity documentation
• Operational recordkeeping

Before creating a Passdown, the activities you want to include must already exist in Daily Operations.

Required Permissions

Users must have access to the Events and Activities Module and Daily Operations to complete this workflow.

Users must also have the appropriate permissions to create and view Passdowns.

Note: Specific permission names were not identified in the provided workflow. Department administrators should verify that the user's role has the necessary Events and Activities and Passdown access.

Video

Step-by-Step Guide

Navigate to Daily Operations

1. Open the Module Stack.
2. Select Events and Activities.
3. Select Daily Operations.
4. If Daily Operations opens in Calendar View, select List View.

Filter Daily Operations

1. Use the filters on the right side of the List View to choose which types of activities you want to display.
2. Select or clear modules as needed. Available activity types may include items such as:
   • Events
   • Training
   • Inspections
   • Assets
   • Daily Log
3. Review the date filter. The list defaults to Today.
4. Adjust the date range if you need to include activities from a previous date or timeframe.

Select Activities for the Passdown

1. Locate the activities you want to include.
2. Select the checkbox on the left side of each desired activity.
3. Continue selecting entries until all activities for the Passdown are selected.

Create the Passdown

1. After selecting the desired entries, select Create Passdown.
2. Review the number of entries that will be included in the Passdown.
3. Select the name of the person creating the Passdown.
4. Add the required signature.
5. Select Confirm and Create PDF.
6. Allow the system to generate the Passdown PDF.

Review the Passdown List

1. Select Passdown List.
2. Locate the completed Passdown.
3. Review the available Passdown information, including:
   • Date
   • Person who created the Passdown
   • Number of entries included

Review Entries Included in a Passdown

1. Locate the desired Passdown in the Passdown List.
2. Select the chevron on the left side of the Passdown.
3. Review the activities included in the Passdown.

View or Download the Passdown PDF

1. Locate the desired Passdown in the Passdown List.
2. Select View PDF.
3. Review the generated Passdown.
4. Download the PDF if a local copy is needed.

Best Practices

• Apply filters before selecting activities so only relevant Daily Operations entries are displayed.
• Verify the date range before creating the Passdown, especially when including activities from a previous shift or date.
• Review all selected entries before selecting Create Passdown.
• Confirm the correct person is selected as the Passdown creator before adding the signature.
• Use the Passdown List to review completed Passdowns instead of recreating an existing package.
• Expand a Passdown with the chevron when you need to quickly confirm which activities were included without opening the PDF.
• Download Passdown PDFs when required by your department's recordkeeping procedures.

Troubleshooting & FAQs

Daily Operations opened in Calendar View. How do I create a Passdown?

Select List View. Passdowns are created by selecting activities from the Daily Operations List View.

Why am I only seeing activities from today?

Daily Operations defaults to the current day. Adjust the date filter to display activities from an earlier date or a different timeframe.

How do I choose which activities are included in the Passdown?

Select the checkbox on the left side of each activity you want to include, then select Create Passdown.

How can I see how many entries are included before creating the Passdown?

After selecting Create Passdown, the Passdown window displays the number of selected entries.

Where can I find a Passdown after it has been created?

Open the Passdown List. This list displays completed Passdowns along with their date, creator, and number of included entries.

How can I see which activities are included in an existing Passdown?

From the Passdown List, select the chevron on the left side of the Passdown to expand it and review the included activities.

Can I download a completed Passdown?

Yes. Select View PDF from the Passdown List and download the generated PDF as needed.

I do not see the option to create or view Passdowns. What should I check?

Confirm that you have access to the Events and Activities Module and Daily Operations. If the Passdown options are still unavailable, contact your department administrator to verify your assigned permissions.