Account Change History - Tracking Changes

Account Change History - Tracking Changes

For every user account we now provide a brief record of changes to each item, and what has changed and when can be found on the customer record

For every user account we now provide a brief record of changes to each item.

 

For example if a staff member changes the phone number for a parent this change is now recorded. The name of the staff member, the previous phone number, and the number it was changed to is all shown.  

 

Changes are tracked for almost every piece of data about a parent or child. The purpose of this feature to provide visibility, accountability, and security over the data of the children in your care.  

 

Here are two examples:

 

The first shows changes made by the parent

The second screenshot shows changes made within the organisation.

1)

Account change history example 1

2)

Account change history example 2

 

Summary of recent changes to an account

At the top of every customer profile view we've added a new section that summarises any recent changes made to the information on the account.

This should make it really easy to see at a glance what information, such as phone numbers or addresses, have changed and when.

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