History Feed & Comments
Product Guide Library > Physician Strategy Suite > History Feed & Comments
View changes, add comments & tag users to collaborate on activities & issues.
Permissions & Restrictions
Permissions
All Users: Can view history feed and comments on the activities and issues they have access to.
Term Definitions
History Feed: At the bottom of every activity and issue, you can view when certain changes have been made to the record.
Restrictions or Pre-Requisites
History feed entries and comments can’t be deleted.
What is Tracked in History Feed?
- Created Date: Date that the activity or issue was created and by whom.
- Due Date Edit: When a due date was changed on an activity or issue and what the previous value was.
- Assigned to Edit: When the assigned to field was changed and who the new assignee is for an activity or issue.
- Status Edit: When the status field is changed to a new status for an activity or issue.
- Completed Date: Date the activity or issue was completed and by whom.
- Activity Assignment: When an activity is assigned to an issue. This is applicable to issues only.
- Activity Removed: When an activity is unassigned from an issue. This is applicable to issues only.
View History Feed
- Select an Activity or Issue details from the list view or homepage
- Scroll to the bottom of the details slide out to view the History Feed & Comments section
Add a Comment
- From the History Feed & Comments section of an Activity or Issue, click into the text box
- Type your comment
- Click ‘Comment’
Reply to a Comment
Users can reply to comments by clicking ‘Reply’ under the corresponding comment. When replying to a comment, it will auto-mention the user who made the original comment so they are notified of the reply. This tagging of the user can be removed if a reply is added for informational purposes.
Edit a Comment
Users can only edit comments that they have made. To edit a comment, click ‘Edit’ under the corresponding comment. After making changes, click save to update the comment.
Tag a User
Users can tag another user in a comment. Tagged users are notified via email that they have been tagged.
When adding a comment type ‘@’ followed by the name of the person you wish to tag. If a user exists in the system matching the name of the person typed in, a box will show up with that user listed. Click the name of the person within the box to insert the tag in the comment. Once the name of the user is shown in blue, the user has been successfully tagged.
