User Activities
- Isabel Navarro
- Aliena Somers
Pathway: Accounts > User Activity
The User Activities tool tracks the activities of each user account and displays them in an interactive grid where they can be reviewed. Filtering options are provided to limit what displays.
Filter Fields
Filter Type | Description |
|---|---|
To / From | Creates a date range to limit what displays. Only user accounts with activities falling within the From and To dates entered are shown. |
Division | Filter to only see the activities of users of a specific division. |
Department | Filters to only display users of the selected department. Departments are assigned to users in their user account. |
User With One/Or More Activities | Check the box to filter out user accounts with no user activity to display. |
View Services | Changes what is displayed on the screen. User Activities are split between two views, Standard or Services. |
Search | Option to search for a specific user. |
Standard View Field Descriptions
The following section details the Standard view of the User Activities screen. Select the value from within an (activity) column of a user’s row to view the details of that activity.
Field Descriptions | Description |
|---|---|
Values and the information they contain are specific to the user account. | |
User | Displays the name of the user the information applies. |
New Proposals/Contracts | Displays a count of new proposals and contracts created by the user. Select this value to populate the new proposals and contracts in the section below. |
New Prospects | Displays a count of new prospects created by the user. Select this value to populate the new prospect accounts in the section below. |
Appointments | Displays a count of pending and completed appointments scheduled for the user. Select this value to populate the appointments in the section below. |
Tasks | Displays a count of pending and completed tasks the user has assigned to them. Select this value to populate the tasks in the section below. |
Notes | Displays a count of notes the user has added to accounts. Select this value to populate the accounts and see the note in the section below. |
Emails Sent | Displays a count of emails the user has sent from their Navusoft account. Select the value to view recipient and message details for each email. |
Service Locations Viewed | Displays a count of service locations the viewed by the user’s account. Select the value and the service locations will populate in the section below. |
Services View Field Descriptions
The following section details the Services view of the User Activities screen. Select the value from within an (activity) column of a user’s row to view the details of that activity.
Services are color coded based on the status of the service.
New Services - Display green
Current Services - No color displays
Ending Services and services on hold- Display red
Field Descriptions | Description |
|---|---|
Values and the information they contain are specific to the user account. | |
User | Displays the name of the user the information applies. |
New Services | Displays a count of new services the created by the user. Select the value to view the details of the new service including the customer, the rate and the new services effective date. |
Updated Services | Displays a count of services the user has updated. Select the value to view the details of the change including the date it was applied, rate changes and the reason for the change. |
Ended Services | Displays a count of services that have been ended by the user account. Select the value to view a list of accounts with ended services. |
Service Reversals | Displays a count of services reversed by the user. Select the value to view a timestamp of when services were reversed by the user. |
On Call Orders | Displays a count of On Call Orders the user has created. Select the value to view the status and work order information for the on call orders. |