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