Purpose Statement

The Activities Log Daily Overview provides a calendar-based interface for viewing and managing all department activities and events for a specific day. This view displays activities in both chronological list format and traditional calendar layout, allowing users to efficiently review daily schedules, access activities directly from their source modules, and create new events as needed.

Background Information

The Activities Log Daily Overview serves as a comprehensive daily planning and activity management tool that consolidates activities from multiple First Due modules into a single-day calendar format. This view is particularly valuable for supervisors, dispatchers, and administrative personnel who need to understand daily department operations at a glance.

The system uses visual indicators to distinguish between current, past, and future dates, with the current date displayed with a manila-colored background while past and future dates appear with white backgrounds. Activities are presented in two formats: a chronological list showing all day's events in time order, and a traditional calendar grid that displays events based on their scheduled start and end times.

Required Permissions

Based on the system permissions structure, users need the following permissions to access and utilize the Activities Log Daily Overview:

Required for Basic Daily Overview Access:

• Events > General > Events
• Events > General > View Activities

Note: Users can only view and interact with activities from modules they have permission to access. The "Go to Item" functionality will only work for modules where the user has appropriate viewing or editing permissions.

Video

Step-by-Step Guide

Accessing the Activities Log Daily View

1. Navigate to the Events and Activities Module
   • From the main navigation menu, select "Events and Activities"
     
   • Select "Activities Log" from the module options
     
     
     
     
2. Switch to Daily View
   • Select the "Daily View" tab to access the calendar-based interface
     

Understanding Date Navigation and Visual Indicators

1. Identify Current Date
   • The current date is displayed with a manila-colored background
   • Past and future dates appear with white backgrounds
2. Navigate Between Dates
   • Calendar Method: Click the calendar icon and select any specific date or use the Calendar in the right side menu.
   • Arrow Navigation: Use the left and right arrows to move backward or forward one day at a time

Using Print and Export Functions

1. Access Print Options
   • Click the print icon in the interface
     
   • Choose which specific events to include in the printed view
     
   • The system will generate a PDF document with selected events
     

Filtering Events and Activities

1. Apply Event Filters
   • Use the filter options below the date navigation area
   • Filter events and activities to display only specific types or categories
   • This affects both the list view and calendar view simultaneously

Creating New Events

1. Create Event from Template
   • Select an event template that was previously created in the Events and Activity setup section
   • Templates provide pre-configured event structures for common activities
2. Create Unique Event
   • Click "Create Event" to build a new event from scratch
   • Configure event details, timing, and other parameters as needed
     

Viewing Daily Activities

1. Review Chronological List
   • View all day's events and activities in time order in the daily calendar area
   • Activities are listed sequentially based on their scheduled times
     
     
     
     
2. Use Traditional Calendar View
   • Review the same events in a standard calendar grid format
   • Events display based on their start and end times
   • All-day events appear at the top of the calendar view
     

Accessing Activities from Source Modules

1. Select Activities from List
   • Click on any activity in the chronological list to access it directly
   • The system will navigate to the source module for that activity
2. Use Calendar Eye Icon
   • Click the eye icon on events displayed in the calendar view
   • This provides the same direct access to the source module
     

Managing Event Actions

1.  Select and Event
   
1. Select the Eye icon on an event.
2. Complete Event Checklist
   
   • Access and complete any checklist associated with the event (if configured)
3. Update Event Status
   • Mark events as complete when finished or update status based on event configuration requirements
4. Edit Event Details
   • Use "Go to Event" option to access full editing capabilities
   • Editing availability depends on user permissions and event configuration
     

Best Practices

Do's

• Start each day by reviewing the Daily Overview to understand scheduled activities
• Use the calendar icon for quick navigation to specific dates
• Apply filters to focus on specific types of activities when the daily schedule is busy
• Take advantage of the print function for offline daily schedule reference
• Click directly on activities to access source modules for detailed information

Don'ts

• Don't assume all activities are editable from the Daily Overview - use "Go to Item" for full editing capabilities
• Don't overlook all-day events that appear at the top of the calendar view
• Don't forget that only completed asset checks appear in the activities log
• Don't attempt to edit events without proper permissions - contact administrators if access is needed

Tips & Recommendations

• Use the manila background indicator to quickly identify the current date
• Combine arrow navigation with calendar selection for efficient date browsing
• Review both the chronological list and calendar view to get complete daily perspective
• Use filters strategically during busy periods to focus on priority activities
• Print daily schedules for field personnel who may not have constant system access
• Set up event templates for recurring activities to streamline daily event creation

Related Articles

1. Events & Activities: Activities Log List Overview
2. Events & Activities: Activities Log Calendar Overview