In variety of our use cases it is important for advisors and those that look after compliance to be able to see who has done what and when within the pathway.  They need to maintain confidence that other individuals have seen certain documents, performed certain actions or have not modified content in the requirements they’ve been sent.

A new tab in Pathways that shows activity that has happened within the pathway.

Here’s the list of items currently tracked. More will be coming soon.

Event tracked

Category

Document updated

Modify Content

Document deleted

Modify Content

Document verified

Workflow

Document unverified

Workflow

Scorecard topic status updated

Workflow

Scorecard topic removed

Modify Structure

Scorecard requirement removed

Modify Structure

Document uploaded

Activity

Document downloaded

Activity

Changing team or external permissions, setting admins

Modify Access or Permissions

Document update requested

Workflow

Scorecard requirement ticked/unticked

Workflow

Scorecard topic added

Modify Structure

Add topics to area / scorecard

Modify Structure

Scorecard Area Deleted/Removed

Modify Structure

Scorecard Area access granted/revoked

Modify Access or Permissions

⚠️ Good to know: This is feature will only appear for new Pathways

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