Tracking Case Activities in ImmiBox
Overview
Welcome! In this video, weu2019ll walk through the Activities feature in ImmiBox and how law firms can track the complete case journey and user actions securely.
1. Cover
2. Introduction
The Activities feature helps law firms monitor the complete case journey from case creation to completion. Every activity performed within a case is automatically logged for tracking and audit purposes.
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3. Navigate to Activities Section
Go to the Case Details page.Under the Actions section, click on Activities to view all case-related logs and updates.
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4. View Activity Logs
The Activities section records important details such as:The action performedDate and timestampThe user who performed the actionThe assigned user or teamWorkflow and status updatesComments related to specific activities can also be viewed by hovering over the Comments icon.
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5. Secure Internal Activity Tracking
The Activities section is accessible only to authorized Law Firm users and cannot be viewed by Clients, Petitioners, or Beneficiaries.All activity records are securely maintained within the system and cannot be modified or altered.
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6. Conclusion
The Activities feature provides a secure and reliable audit trail for tracking all case-related actions and updates in one place.
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