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Viewing Activity History

Every Activity recorded against a Service Episode appears in that Care Journey's activity timeline.

Opening the timeline​

From the Care Journey's Activities tab, click Show timeline to open the timeline panel alongside the Activity you're viewing or editing. It's collapsed by default so the form has more room; click Hide timeline to close it again.

Activities are grouped by date, newest first, and show the title, time, author, type, duration, and outcome (if it didn't happen as planned) at a glance.

Searching and filtering​

At the top of the timeline:

  • Search matches against the Activity title
  • Type filters to one of four values: Direct, Coordination, Administrative, or Incident
  • Status filters to Draft, Saved, or Archived
Type filter is broader than it looks

Both Service User Visit and Remote activities are stored as type Direct — the Type filter can't tell them apart. Filtering by "Direct" returns visits and remote contact together.

Search and filters apply only to activities already loaded into the timeline for this Service Episode.

Opening an activity​

Click any Activity card to open it in the right-hand panel. This is a read-only view showing the notes, outcome, priority, visit or telehealth details, and follow-up information (if any), along with who created it and when.

Editing an activity​

An Edit button appears only if both of these are true:

  • You created the Activity
  • It was created within the last 24 hours

Past that window, or for activities someone else created, there's no Edit option — the record is read-only from then on.