Activity and insights

Case and facility activity

Activity feeds show what happened recently: uploads, edits, sharing changes, and similar events. Use them to:

  • Catch up after leave or a shift change
  • Audit whether the right people touched a sensitive file

Time tracking

Some agencies track time in case for labor reporting or grants. If your screen asks you to confirm time, enter it honestly and ask a supervisor how corrections work.

Insights for supervisors

Dashboard-style views may show how much assistants are used, which cases are chat-heavy, or feedback ratings on answers. Those are meant for coaching and workload conversations, not for punishing normal experimentation with a new tool unless policy says otherwise.

If you are not sure what a metric means, ask your admin or success contact before drawing conclusions.

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