đź’ˇ Share your Ideas!
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.
If Case Status's are designed for us to keep track of the current state of a case, there should be a history to look back at when a case status was updated and by who--- just like decedent tracking!