Purpose Statement
This article explains how to locate and complete an Event Checklist in the Events & Activities module so agencies can capture required details for consistent documentation, accurate reporting, and improved accountability.
Background Information
Event Checklists are tied to the Event Type. When you select an Event Type during event creation, First Due automatically loads the checklist questions configured for that type.
Key details
Required checklist questions display a blue checkmark next to the question.
Checklists can be completed:
During event creation, or
After the event is created by opening the event from the Calendar or Daily View
Required Permissions
To complete an Event Checklist, users typically need:
Events & Activities Module access
Daily Operations access
Create Event and/or Edit Event permission (or equivalent permissions for managing events)
If you can view an event but cannot edit the checklist or save changes, confirm your role includes edit/update access for Events.
Video
Step-by-Step Guide
Navigate to Daily Operations
Go to Events & Activities.
Select Daily Operations.
Create or Open an Event
Choose one of the following:
Add New Event, or
Add Event from a Template
Info:
Checklists depend on the Event Type, so either method works.
Enter Event Details and Trigger the Checklist
Complete the event fields as needed.
Select the Event Type (this is what triggers the checklist for inclusion).
Open and Complete the Checklist
Navigate to the Checklist section within the event.
Review the questions associated with the selected Event Type.
Complete all required items:
Indicated by "required" next to the question
Best practice: complete all checklist questions (not just required) to support better reporting and data quality.
Save or Complete the Event
Select Save when:
You expect additional edits later, or
You are creating an event for a future date/time
Select Complete when:
The checklist is finished, and
You are ready to finalize the event for recording
Access a Checklist from Calendar or Daily View (Existing Events)
Open the event from the Calendar or Daily View.
Select the View (eye) icon on the event.
Select Access Checklist.
Complete the checklist, then choose Save or Complete as appropriate.
Best Practices
Always set the Event Type early: The checklist is dependent on Event Type and may not appear until it’s selected.
Complete all questions when possible: Even optional fields improve consistency and reporting accuracy.
Use Save vs. Complete intentionally:
Save for in-progress or future events
Complete only when the event record is final
Standardize checklist usage: Encourage consistent completion across shifts/roles to avoid reporting gaps.
Troubleshooting & FAQs
The checklist isn’t showing up.
Confirm an Event Type is selected.
If it’s selected and still not appearing, the Event Type may not have a checklist configured.
I can view the checklist but can’t save changes.
Your role may not have Edit Event permissions. Confirm you have rights to update events in Events & Activities.
What does the blue checkmark mean?
A blue checkmark indicates the checklist question is required.
Can I complete the checklist later?
Yes. You can complete it during creation or later by opening the event from Calendar or Daily View and selecting Access Checklist.