Purpose Statement

The Activities Log List view provides a centralized interface for viewing, searching, and managing all activities and events across multiple modules within the First Due system. This comprehensive overview enables users to efficiently locate, filter, and access activities from Training, Incident Documentation, Inspections, Assets, Scheduling, Events, and Daily Log modules in a single consolidated list.

Background Information

The Activities Log serves as a unified dashboard that aggregates activities from various First Due modules, eliminating the need to navigate between different sections to view department activities. This cross-module integration displays assigned training sessions, open or incomplete EPCR or NFIRS reports, scheduled inspections, completed asset or apparatus checks, time off requests, work shifts, events, and daily log activities.

The List view is specifically designed for users who need to search, filter, and analyze activities across multiple data points. It provides advanced filtering capabilities and customizable column displays to help users quickly locate specific activities or analyze activity patterns across the department.

Required Permissions

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

Required for Basic Activities Log Access:

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

Note: The specific modules and activities visible in the Activities Log depend on the user's individual module permissions. Users will only see activities from modules they have access to view.

Video

Step-by-Step Guide

Accessing the Activities Log List 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 List View
   • Select the "List" tab to access the list view interface
     

Understanding the Activities Log Display

1. Review Module Integration
   • The list displays activities from all integrated modules:
     • Training: Shows all assigned training sessions
     • Incident Documentation: Displays open or incomplete EPCR or NFIRS reports
     • Inspections: Shows scheduled fire prevention inspections
     • Assets: Displays completed asset or apparatus checks
     • Scheduling: Shows time off requests and work shifts
     • Events: Displays scheduled events
     • Daily Log: Shows daily log activities

Using Search and Filter Functions

1. Access Filter Options
   • Locate the search and filter area at the top of the screen
   • Review available filter fields and search options
2. Apply Filters
   • Use dropdown fields (indicated by dropdown arrows) to filter by specific criteria
   • Note: If the Module field is left empty, results will display activities from ALL modules
     
   • Enter keywords in blank search fields to search within specific data points
     
   • Combine multiple filters and searches for refined results
     
3. Execute Search
   • Click the "Search" button to apply filters and display results
4. Reset Search Criteria
   • Click the "Reset" button to clear all search and filter criteria
     

Customizing Column Display

1. Adjust Column Count
   • Default display shows maximum of 9 columns
   • Minimum display requires 2 columns (Date and Module)
   • Select any number of columns between 2 and 9 based on your needs
     

1. Rearrange & Sort Columns
   • Drag and drop columns to reorder them according to your preference
     
   • Click column headers to sort data in ascending, descending, or default order
     

Managing Events and Activities

1. Create New Events
   • From Template: Select an event template created in the Events and Activity setup section
   • Create Unique Event: Click "Create Event" to build a new event from scratch
     
     
     
     
2. View Event Details
   • Click the eye icon in the Actions Column next to any event to open a popup window with event details,
     
     
     
     
3. Access Checklist and Status
   
   • Access event checklist if the event was configured with one
   • Mark event complete if status update is required
     
     
     
     
     
4. Access Event or Activity in Source Module
   • Click "Go to Item" in the event popup to navigate directly to the originating module of the Event or Activity
   • View or edit the activity based on your permissions in that specific module
     

Exporting Data

1. Prepare Export & Download Data
   • Apply desired filters to display only the activities you want to export & the list shows the specific data you need
   • Select the desired pagination at the bottom of the screen
     
   • Click the download option to export the currently displayed list into a CSV File
     

Best Practices

Do's

• Use the Module filter to focus on specific types of activities when you know what you're looking for
• Regularly reset filters between different searches to avoid confusion
• Customize column display to show the most relevant information for your role
• Export filtered data for offline analysis or reporting purposes
• Use the "Go to Item" function to access full editing capabilities in the source module

Don'ts

• Don't forget to check the Module filter - leaving it empty shows ALL activities across all modules
• Don't attempt to edit events directly from the List view - use the eye icon to view, then "Go to Item" to edit
• Don't assume all activities are visible - your view is limited by your module permissions
• Don't export large datasets without applying appropriate filters first

Tips & Recommendations

• Save commonly used filter combinations by noting your preferred settings for future use
• Use date ranges in your searches to focus on relevant time periods
• When searching across all modules, start with broader criteria and then narrow down
• Take advantage of the sorting capabilities to organize data by priority, date, or module
• Use keyword searches in combination with dropdown filters for more precise results

Related Articles

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