Activity feed and audit trail

What gets logged

The activity feed captures a wide range of actions, including:

• Stage changes - when an enrollment or employment moves from one stage to another.

• Note activity - when notes are created, edited, or deleted.

• Task activity - when tasks are created, completed, reassigned, or updated.

• Form activity - when forms are assigned, submitted, verified, or rejected.

• Payment activity - when payments are made, voided, or scheduled.

• Profile updates - when key information is changed on a record.

• Communication history - when emails or messages are sent.

• Transport changes - when transport assignments are updated.

• Bunking changes - when cabin assignments are made or modified.

Viewing the activity feed

From any camper, staff, or family profile, navigate to the Activity tab. Activities are listed in reverse chronological order, with the most recent actions at the top.

Each activity entry shows:

• What happened - a description of the action.

• Who did it - the team member who performed the action.

• When - the date and time.

Permissions and visibility

The activity feed is filtered based on your permission role, so team members only see activity relevant to the areas they have access to.

• Activities related to medical data (e.g., medical note changes) are only visible to users with medical access.

• Activities related to financial data (e.g., payment activity) are only visible to users with financial access.

• Activities related to bunking (e.g., cabin assignment changes) are only visible to users with bunking access.

• Activities involving notes follow the same visibility rules as notes themselves - a medical note being created will only appear in the feed for users who can view medical notes.

Activities that aren't tied to a restricted feature area - like stage changes, task updates, and communications - are visible to all team members.

This means two team members looking at the same profile may see different activity feeds depending on their role, keeping sensitive information appropriately scoped.

How it helps

The activity feed is invaluable for:

• Accountability - knowing exactly who made a change and when.

• Context - understanding the history of a record before taking action.

• Communication - seeing what emails or messages have already been sent.

• Troubleshooting - tracing back steps when something looks off.