User actions in the customer record on the PARTNERsafe platform.

Where to view client activity logs for all clients? #

• In the PARTNERsafe platform left menu click “Inspection log”.
• If necessary, filtering of activities can be done by selecting a specific client under the “All” dropdown.
• Click the “eye” icon in the activities table column “Actions” on the necessary activity log.

Where to view client activity logs for a specific client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Activity log”.
• Click the “eye” icon in the activities table column “Actions” on the necessary activity log.

How to copy, export or print the inspection log? #

• In the PARTNERsafe platform left menu click “Inspection log”.
• Click one of the buttons: “Copy”, “Export to CSV”, “Export to Excel”, “Save as PDF” or “Print”.