Activity Introduction

Activity Introduction

On top of the native document collaboration and project management capabilities, Procorem keeps a complete audit trial of all the activity which has taken place on your projects. Procorem stores this record to ensure that key project deliverables, actions, and decisions are monitored and tracked to keep a complete project history for your team.

As your organization evolves and grows, keeping this record and institutional knowledge of what has worked, what didn’t, and why will keep you one step ahead of your competition regardless of the industry that you are in. For those industries with compliance requirements, Procorem serves as a complete project record which can be securely shared and audited by regulatory agencies as required.

How Activity Works

Activity in Procorem is recorded as users engage with the Procorem platform. There are a wide variety of actions that trigger activity records in Procorem:

Files

Any time a file is uploaded, downloaded, commented on, deleted, moved, copied, or otherwise engaged with, an activity record will be created.

Procorem-File-Activity

Tasks

Just like files, when tasks are created, edited, finished, approved, completed, commented on, deleted, or status is changed in anyway an activity record will be created.

Procorem-Task-Activity

Posts & Comments

When Posts are made on the WorkCenter or Comments are made on files or tasks, an activity record is made. Activity will also be recorded when Posts & Comments are edited and deleted.

Procorem-Post-Activity

Events

Procorem Activity will also record important system events such as when folders are created as well as when Collaborators are added, removed, leave a WorkCenter, or have permissions changed.

Procorem-Event-Activity

Procorem Note: The only way to delete activity, is to fully delete a WorkCenter or an Account where the Activity is stored. Once WorkCenters or Accounts are deleted, they CANNOT be restored. Managing the permissions of your users is an important aspect to control these actions. Check out the Security, Permissions & Guests section of the Help Center to learn more.

If you would like to remove a WorkCenter from search and common usage, but don’t want to lose the Activity trail, try Archiving the WorkCenter.

Activity and notifications

As Activity takes place in Procorem, your team members are kept in the loop through email notifications.  Notifications can be immediate, sent in a digest, or turned off completely depending on the user preferences. To learn more about notifications, take a quick look at the Notifications in Procorem section of the Help Center.