Activity Feed

Where to Find Your Activity Feed

The activity feed is a timeline within the system that captures and displays a history of actions, events, and changes made by users. The Activity Feed is found in the Events, Insureds, and Policies entities. The activity feed is a valuable tool for maintaining transparency and accountability within the platform, offering a real-time overview of user interactions, system events, and modifications to notes or other relevant data. Users can refer to the activity feed to stay informed about the progression of activities and changes within the system.

The activity feed is indelible. No-one on your team or AI Insurance can change activity tracked there

Searching Activity Feed

Searching

Step 1. Select the “Insureds” section located on the left sidebar of the screen.

Step 2. Select any one of your Insureds.

Step 3. Select the "Activity" tab.

Step 4. Enter keywords, dates, event names, or relevant terms into the “Search activity log” field.

Note: this search can be refined by searching for names and dates.

Step 5. The search functionality will dynamically display events based on the input.

Step 6. Select the “Insureds” section located on the left sidebar of the screen.

Step 7. Select any one of your Insureds.

Step 8. Select the "Activity" tab.

Step 9. Enter keywords, dates, event names, or relevant terms into the “Search activity log” field.

Note: this search can be refined by searching for names and dates.

Step 10. The search functionality will dynamically display events based on the input.

Accessing Event Activity

Step 1. Select the “Events” section located on the left sidebar of the screen.

Step 2. Select any one of your specific events (claim or incident).

Step 3. Select the "Activity" tab.

Searching & Filtering Event Activity

This section allows you to search and filter through your activity log. Search and/or filter activity based activity type.

Searching

Step 1. Select the “Events” section located on the left sidebar of the screen.

Step 2. Select any one of your specific events (claim or incident).

Step 3. Select the "Activity" tab.

Step 4. Enter keywords, event names, or relevant terms into the “Search activity log” field.

Note: this search can be refined by searching for names and dates.

Step 5. The search functionality will dynamically display events based on the input.

Filtering

By clicking on "all types" or "categories," you can filter by category or file type

Choose multiple categories for a refined search or select "only" to view files exclusively within a particular category. This powerful filtering functionality ensures that you can quickly narrow down your results, making it easier to focus on the files that matter most to you.

Accessing Insureds Activity

Step 1. Select the “Insureds” section located on the left sidebar of the screen.

Step 2. Select any one of your Insureds.

Step 3. Select the "Activity" tab.

Searching

Step 1. Select the “Insureds” section located on the left sidebar of the screen.

Step 2. Select any one of your Insureds.

Step 3. Select the "Activity" tab.

Step 4. Enter keywords, dates, event names, or relevant terms into the “Search activity log” field.

Note: this search can be refined by searching for names and dates.

Step 5. The search functionality will dynamically display events based on the input.

Filtering

By clicking on "Activity types" you can filter by type.

Choose multiple types for a refined search or select "only" to view files exclusively within a particular type. This powerful filtering functionality ensures that you can quickly narrow down your results, making it easier to focus on the files that matter most to you.

Accessing Policies Activity

Step 1. Select the “Policies” section located on the left sidebar of the screen.

Step 2. Select any one of your Polcies

Step 3. Select the "Activity" tab.

Searching

Step 1. Select the “Policies” section located on the left sidebar of the screen.

Step 2. Select any one of your Polcies

Step 3. Select the "Activity" tab.

Step 4. Select the "Activity" tab.

Step 5. Enter keywords, dates, event names, or relevant terms into the “Search activity log” field.

Note: this search can be refined by searching for names and dates.

Step 6. The search functionality will dynamically display events based on the input.

Filtering

By clicking on "Activity Types" you can filter by type.

Choose multiple types for a refined search or select "only" to view files exclusively within a particular type. This powerful filtering functionality ensures that you can quickly narrow down your results, making it easier to focus on the files that matter most to you.