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