Review activity details when your team needs to understand who changed a record, when the change happened, and what information was updated.
What it helps with
Recorded activity
Supported actions can include the user, time, workspace, record, and change details available for that action. The exact fields and events recorded depend on the module and current implementation.
Searchable history
Use filters such as date range, user, action, or record type to narrow the activity history when reviewing a data question.
Review and export
Saved filters and exports can help staff assemble relevant activity for an internal review, funder question, insurance request, or public-records process. An authorized person should review scope and redaction before anything is shared.
User activity views
Authorized managers can use available user activity views during routine access reviews or offboarding. These views support investigation but do not replace a security monitoring or compliance program.
A typical workflow
Start with the record or action in question, narrow the history, and review the result before drawing a conclusion or sharing it.
Start with the affected record. Open the member, payment, registration, or other record connected to the question.
Narrow the activity. Filter by the available date range, user, action, or record type relevant to the question.
Review and document the result. An authorized person checks the activity, source record, access rules, and any required redaction before exporting or responding.
Common questions
The question is almost always the same one: who changed this, and when. See how fast you can answer it.
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