Purpose Statement
This article explains how to locate and complete an Event Checklist in the Events & Activities module. Event Checklists help agencies ensure required information is documented before an event is completed, supporting consistent documentation, accurate reporting, and accountability.
Background Information
Event Checklists are associated with an event and contain questions that users may need to answer before the event can be completed.
Depending on how the checklist was configured, it may contain one or multiple questions, and some or all questions may be required.
Users can access an existing event from either the Calendar View or List View within Daily Operations. If required checklist items remain incomplete, the event cannot be marked as complete until those requirements are satisfied.
Required Permissions
Users need appropriate access to the Events & Activities module and permission to view and update the applicable event.
Permissions can vary based on agency configuration and user role. If you can view an event but cannot update its checklist or complete the event, contact your agency administrator to verify your Events & Activities permissions.
Video
Step-by-Step Guide
Navigate to Events & Activities
Open the module menu.
Select Events & Activities.
Navigate to Daily Operations.
Events can be accessed from either the Calendar View or List View.
Locate the Event
From the Calendar View or List View, locate the event containing the checklist you need to complete.
Select the event to open its available options.
Open the Event
Select the option to View the event.
If event status updates are enabled, you may see an option to mark the event as complete. However, the event cannot be completed if required tasks, including checklist questions, remain unfinished.
Locate the Event Checklist
Open the event and scroll to the bottom of the event record.
Locate the Event Checklist section.
The checklist may contain one or multiple questions depending on how it was configured.
Complete the Checklist Questions
Answer the applicable checklist questions.
Questions may be configured as required or optional. Complete all required questions before attempting to complete the event.
For more complete event documentation, agencies may also choose to answer optional checklist questions when applicable.
Complete the Event
After all required checklist items have been completed, select the option to complete the event.
When prompted to confirm that the event has been completed, select Yes.
The event status will update to completed.
Verify the Event Status
Return to the Calendar View or List View.
Confirm that the event now displays as completed.
Best Practices
- Complete checklist questions after the event: Review the checklist when the event has concluded so responses accurately reflect the activity that occurred.
- Review all required items before completing the event: An event cannot be completed while required checklist tasks remain unfinished.
- Answer optional questions when appropriate: Additional information can improve reporting consistency and overall data quality.
- Use consistent checklist procedures: Encourage personnel across shifts and roles to complete Event Checklists using the same process.
- Verify completion: After finishing the checklist, return to the Calendar or List View to confirm the event status has updated successfully.
Troubleshooting & FAQs
Why can't I mark the event as complete?
Review the event for unfinished required tasks. If an Event Checklist contains required questions, those questions must be answered before the event can be completed.
Where can I find the Event Checklist?
Open the event and scroll toward the bottom of the event record. The Event Checklist appears with the remaining event information and tasks.
Can an Event Checklist contain more than one question?
Yes. A checklist can contain multiple questions depending on how it was configured.
Are all checklist questions required?
Not necessarily. Checklist questions may be configured as required or optional.
Can I access an Event Checklist from both the Calendar View and List View?
Yes. Events can be located and opened from either view within Daily Operations.
Why can I view the event but not update the checklist?
Your user role may not have permission to edit or update the event. Contact your agency administrator to verify your Events & Activities permissions.