Activity timeline

Why this matters

The activity timeline is the automatic audit of changes on every record. ImmCase logs who created, modified, or deleted what, and when, without you having to do anything. It's used to reconstruct a case's history months later, to resolve internal disputes about who made changes, and to comply with regulatory audits.

Unlike comments (which you write on purpose), the activity timeline is entirely automatic. You can't edit or delete it.

Where you find it

On every record (applicant, case, quote, invoice, company, etc.), an Activity timeline tab chronologically shows every change that record has undergone.

What gets logged

• Creation — who created the record and when.
• Field modifications — which field changed, previous value, new value, who made the change, date and time.
• Stage changes — especially important on cases.
• Deletion — who deleted (soft-delete) and when. If later an administrator restores, that's logged too.
• Relationships — when a record gets linked or unlinked (for example, assigning a case to a company).

Changes to comments, file attachments, or quote/invoice lines are not logged here — those have their own versioning mechanisms.

How to read the activity timeline

Each event includes:

• Date and time — exact, in your time zone.
• User — who made the change (with photo if they have one).
• Action — created, modified, deleted, etc.
• Modified field (if applicable) — what changed.
• Previous value → New value — so you see exactly what the change was.

Automatic system changes (for example, a stage changed by a workflow) appear flagged as done by the system, not by a human user.

Filter the activity timeline

On records with a lot of activity (long cases with many changes), filter to find what you're looking for:

• By user — only changes made by one person.
• By date — only last month's, for example.
• By event type — only stage changes, only modifications to a specific field.

Practical uses

• Reconstruct a case's history when a client returns months later and asks why something was changed.
• Resolve internal disputes ("I didn't edit that field" — the system tells you who did).
• Compliance audit — RCICs and legal firms must demonstrate control over client data.
• Training — review the activity timeline of an example case to understand the full process.

Watch out for

• It can't be edited or deleted. It's the source of truth. If someone made a change by mistake, the change is logged — they can revert it with another edit (which is also logged).
• The time is the server's, not yours. If your time zone is misconfigured in your profile, what you see may not match your wall clock. Check your time zone in Your profile.
• Not everything shows up here. Actions on related modules (for example, deleting a case from the applicant) appear in the timeline of the affected record (the case), not necessarily in the one of the record from which the action was initiated (the applicant).
• Accessing the activity timeline may require special permission. By default users can see it, but some restricted profiles can't. If you don't see it in some module, ask your administrator.

Where to next

• In Part 3 (Communication), email and templates for talking to the client.
• In Part 6 (Administration), how it's configured which events are logged and for how long they're kept.