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Status Future consideration
Workspace Case Management
Categories Admin
Created by Kaylan Johnson
Created on Sep 12, 2022

Case Activity Feed

Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc.


Having a page or link to something similar to the Detailed History on G&S or P&A, or the Activity Feed for the Planning Center, that provides essential information in summary form would be ideal for those in management. Currently, there is no way to view this data from the user perspective and it requires Development to dig through logs, which is heavily time consuming.


This information being available to Users, Ops, and QA would greatly improve the details to be provided when tracking issues in the system, as well as just allowing users to better manage their teams in Passare.


In one centeralized/summarized location, the info needed would be User Email and Date/Time for:

  • Case deleted

  • Case restored

  • Branch changes

  • CST selected

  • CST changes

  • Status changes

  • Case Created Date changes

  • Case ID changes*

  • G&S signed dates

  • G&S export dates

  • P&A export dates


* Case ID currently shows last updated but a history of all changes is needed.

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