OutreachSystems

In WebCATS, client, contact, and counselor records include a special tab labeled "History of Activity."

Information Found in the History of Activity Tab

The History of Activity tab displays data that is specific to the record that is currently open. This data is not restricted by center. For example, if your program has multiple centers, you could see counseling sessions belonging to centers other than the current active center.

For client records, this list summarizes the following types of client activity:

• Counseling sessions (if a client participates in a counseling session that multiple counselors are assigned to, that counseling session will display "*Multiple" under the Counselor Name in the client's activity history list)
• Awards
• Investments
• Milestones
• Survey responses
• Conferences attended
• Any user-defined client activity (i.e. custom session types created via the Custom Activity Forms Module)

For contact records, this list summarizes the following types of contact activity:

• Attendee lists that the contact is a member of (regardless of whether the contact actually attended the conference)
• Inquiries
• Survey responses

For counselor records, this list summarizes the following types of counselor activity:

• Counseling sessions (if a counselor participates in a counseling session that multiple clients are assigned to, that counseling session will be listed multiple times in the counselor's activity history list)
• Other client activity records (e.g. counseling session, award, milestone, investment, survey response, etc.) that the counselor is assigned to
• Inquiry records that the counselor is assigned to
• Narrative records that the counselor is assigned to
• Conferences that the counselor instructed

Each listing in an activity history list can be expanded to display additional information about the activity. In addition, you can expand all listings at once by clicking the Expand All button located at the bottom of the list, as shown next.

Filtering and Reporting on the Records in the History of Activity Tab

Similar to record summary views, you can filter and/or report on the records displayed in the activity history list, as shown next. For more information on filtering record summary views, see the FAQ devoted to this topic.

Creating New Records from the History of Activity Tab

If you're viewing the History of Activity tab for a client or contact record, you can use the Add field to quickly create a new activity record for the client or contact by selecting the desired record type and then clicking the Go button, as shown in the next graphic.

For more information on the activity history list, view our other popular resources on this topic:

• FAQ: Why can I link to some of the activity records listed for a client on the "History of Activity" tab, but not others?
• FAQ: I know a client has had more activity than what I'm seeing in WebCATS. Why are some activity records missing?

Want more? Browse our extensive list of WebCATS FAQs.