Reviewing Activity

Reviewing Activity

Activity is stored in a variety of core areas in Procorem. From the top down, you can find activity on the My Activity Feed as well as the Account, WorkCenter, File, and Task levels.  Account Administrators can also access Activity for a particular person in the People & Permissions area.

Procorem Note: Activity is only accessible to you if you are a Collaborator on the WorkCenter where the Activity took place. The only exception to this is that Account Administrators can see Activity across all WorkCenters in the Account Activity Feed even if they are not on the actual WorkCenter.

My Activity Feed

One of the easiest places to check the latest Activity in Procorem is the Home Screen. When you first log in to Procorem you will be placed into “My Activity Feed”. From here you can quickly see all the activity that has taken place in Procorem since you last logged in. Quickly see who performed the action, what action was taken, and where the action took place all from this screen.

Home-Flagged-Items

To go into the project WorkCenter where the activity took place, simply click on the link on the activity item.

Account Activity

If you are looking for all the activity across an entire account, look no further than the Account Activity screen. Here, all the Activity will be tied to the Account you are currently under. Just as with My Activity Feed, clicking on the Activity link will take you into the WorkCenter where the Activity took place.

Procorem-Account-Activity

WorkCenter Activity

To find activity tied to a particular project WorkCenter, first head into that WorkCenter then select the Activity link on the left hand navigation menu.

From there, you will be able to see all the Activity that has taken place on that one WorkCenter.

File Activity

Often times you may want to see who has downloaded, commented, or engaged with a particular file on your Procorem account. To see all the Activity associated with a particular file, head to the WorkCenter where the file is stored, then select the File Details button for the file you wish to see.

Details-button

From here just click the “Activity” tab and you will see all the activity associated with that File.

Task Activity

Just like with Files, Tasks store all Activity on the Task itself. To see Task Activity, first head to the WorkCenter where the task is stored and then select “Tasks” from the left hand navigation menu.

From there, click on the actual task and select the “Activity” tab on the upper part of the screen.

People Activity

The final place in Procorem that Activity is logged, is around a particular user under each Account. The only people that have access to see all activity around an individual user are Account Administrators. To access this information, head to the People & Permissions link on the primary Account screen.

Nav--People-and-Permissions

From there select the person whose activity you would like to see and select the “Activity” tab.

Procorem-People-and-Permission-Activities

Flagging Activity

To save an item from the activity feed for later viewing, simply flag the task and it will be saved as a flagged item for easy viewing access in the future.

You can view your flagged items at any time by heading to the Home Screen Activity Feed and dropping down the option for flagged items.

Home-Flagged-Items