Employee activity logging
From Planfix
Planfix logs employees' views of tasks, contacts, and reports. This allows account administrators to see who viewed particular information in the account and when.
Activity in tasks
To see who viewed a task card:
- Open the task card.
- Go to the Log tab.
- Open the Activity section.
Activity in contacts
To find out who recently viewed a contact's details:
- Open the contact card.
- Go to the Log tab.
- Open the Activity section.
Activity in reports
To find out who ran a report:
- Hover over the desired report — icons will appear.
- Click the "Open log" icon.
Activity in an employee card
In an employee card, you can see what they viewed — tasks, contacts, reports — and when:
- Open the employee card.
- On the left panel, find Log.
- Open the Activity section.
Usage recommendations
There are two ways to use view logging:
- Open — inform employees that the system records their views. This reduces the temptation to access data without a need.
- Hidden — do not notify about logging. This increases the chances of identifying an employee suspected of leaking confidential information.