Contents
Overview
The Activity Feed, found on the right hand side of the summary screen of each Profile, shows on a timeline a list of key events which have occurred over the lifetime of that particular Profile.
Activity Feed showing risk changes and notes left by a Managing Broker.
Activity types
The Activity Feed includes a number of different events.
- Notes - for capturing additional context on a Profile
- Change of risk - what type of risk and when it was detected
Notes
Notes allow Managing Brokers and their staff the ability to provide ad-hoc context relating to Profiles.
Adding a Note
To leave a note, click or tab into the main text area at the top of the Activity Feed, provide the relevant information, and then click Submit.
The details of the Note will be located to the timeline at the date and time the Note was created.
Editing a Note
To edit a Note, first move the mouse overtop of an existing Note in the timeline, and then click the Edit link as shown below.
Edit and Delete options shown when the mouse is placed overtop of a specific Note.
In the dialog displayed, provide the changes to the content required and then click Save.
The Edit Note dialog after clicking on a Note to edit from the Activity Feed.
Optionally, clicking Cancel will close the dialog without applying any changes to the Note.
Deleting a Note
Deleting a Note is similar to editing a Note where the mouse would first be moved overtop a Note which then displays the Edit and Delete options.
Clicking the Delete button will present a confirmation dialog.
Change of risk
Anytime risk is assessed for a Profile which yields a new Risk type (eg from Low to High, or Medium to Low), it will be displayed on the Activity Feed with the appropriate date the new Risk type was assessed.
Change of risk activity type, showing a movement from High Risk to Low Risk and the date which it occurred.