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Activity

Last Updated: January 21, 2026
Document ID: UG-CASEPAGE-005
Version: 1.1

Overview​

The Activity accordion on the Case Page displays a chronological list of case events, with the most recent activity shown first. This provides a quick summary of what's happened on the case recently.

Note: This is different from the History feature, which shows the full Episode → Group → Stage → Task hierarchy in a pop-out view. The Activity accordion is for recent event monitoring, while History shows complete workflow structure.

This guide will cover:

  • Understanding activity events
  • Viewing recent case changes
  • Activity vs History distinction
  • Event types displayed

Key Terms​

TermDefinition
ActivityChronological list of case events in the accordion
HistoryFull-screen pop-out showing Episode/Group/Stage/Task hierarchy (accessed via tab)
EventA recorded action on the case (task completion, team change, document action)

Understanding the Activity Accordion​

Location: Fifth accordion in the Case Overview Panel

Display: Chronological list with most recent events at the top

Event Types​

The Activity accordion captures and displays several types of case events:

Task Completions​

Example:

"Task 'Court Response – CARE‑101' has been completed on the case. C9969 of Frank Smith by Karan Dorn."

What it shows:

  • Task name that was completed
  • Case identifier (C9969)
  • Client name (Frank Smith)
  • User who completed it (Kathleen Ta)

Team Changes​

Example:

"Karan Dorn has been added to the team. C9969 of Frank Smith by Mike Brevard."

What it shows:

  • Team member added or removed
  • Case identifier
  • Client name
  • User who made the change

Document Actions​

Example:

"Document 'CARE 115' has been created with version 1. C9969 of Frank Smith by Mike Brevard."

What it shows:

  • Document name
  • Action taken (created, updated, deleted)
  • Version number (if applicable)
  • Case identifier
  • Client name
  • User who performed the action

Activity vs History: What's the Difference?​

Activity Accordion​

  • Location: 5th accordion in Case Overview Panel (left side)
  • Purpose: Quick view of recent events
  • Display: Simple chronological list
  • Scope: Recent case actions only
  • Format: Text-based event log

History Feature​

  • Location: Accessed via Stage/Task/History Header → History tab → green HISTORY button
  • Purpose: Complete workflow structure view
  • Display: Full-screen pop-out
  • Scope: Entire Episode → Group → Stage → Task hierarchy
  • Format: Structured tree view with Episode count, info tooltips

For detailed information about the History feature, see Case Page Overview - History Feature.

Tips and Best Practices​

Monitoring Recent Work:

  • Check Activity accordion to quickly see what teammates have done recently
  • Use it to verify task completions without opening each task
  • Look for document uploads or team changes

Understanding Workflow Structure:

  • For complete case workflow, use History feature instead
  • Activity shows "what happened," History shows "how the case progresses"

Audit Trail:

  • Activity provides a basic audit log for compliance
  • Each event shows who performed the action and when
  • Useful for tracking team member contributions

Frequently Asked Questions​

Q: What's the difference between Activity and History?​

A: Activity is a simple chronological event list in the 5th accordion (left panel). History is a full-screen pop-out showing the complete Episode/Group/Stage/Task workflow structure, accessed via the History tab.

Q: Can I filter Activity events?​

A: Filtering is not currently available in the Activity accordion, but the icons may help you visually identify the event or task type you're looking for. If filtering would be helpful for your workflow, you may request this feature from your system administrator.

Q: How far back does Activity history go?​

A: Activity history goes back to the beginning of the episode in this process.

Q: Can I export Activity data?​

A: Export functionality is not currently available. If you need to export Activity data for reporting or compliance purposes, you may request this feature from your system administrator.