Where can I see what has happened on an individual check?
Updated
TLDR: The Activity Log on the check details page records all events related to a check, including notifications sent, client access, check creation, monitoring status changes, completion, cancellations, screening updates, report downloads, and review actions. Each event lists the date, timestamp, user email, and relevant details. This guide is for Thirdfort Clients on the new CDD platform.
Activity Log
At the bottom of the check details page, you’ll see an Activity log that records all events related to that check.
Activity Log Events
The events shown in the Activity log include:
Check notification sent
What it means: We've sent an SMS message to invite or remind your client to complete their check.
Where to look: In the Who column, you’ll see the date and timestamp for when this happened.
Client accessed the check
What it means: Your client used an authentication code to access the Thirdfort app.
Where to look: In the Who column, you’ll see the date and timestamp for when this happened.
Check created
What it means: The check was initiated.
Where to look: In the Who column, you’ll see the date and timestamp for when the check was created, and the email address of the user who created it.
Monitoring enabled
What it means: Ongoing monitoring started.
Where to look: In the Who column, you’ll see the date and timestamp for when this happened, and the email address of the user who took the action.
Check complete
What it means: All parts of the check have completed.
Where to look: In the Who column, you’ll see the date and timestamp for when this happened.
Monitoring disabled
What it means: Ongoing monitoring was switched off.
Where to look: In the Who column, you’ll see the date and timestamp for when this happened, and the email address of the user who took the action.
Check cancelled
What it means: A user cancelled the check.
Where to look: In the Who column, you’ll see the date and timestamp for when this happened.
Screening review updated
What it means: A potential screening match was confirmed or dismissed.
Where to look: In the Details column, you’ll see which potential match or group of matches was updated. In the Notes column, you’ll see the reason provided by the user. In the Who column, you’ll see the date and timestamp for when this happened, and the email address of the user who took the action.
Report downloaded
What it means: A PDF version of the check has been downloaded.
Where to look: In the Who column you’ll see the date and timestamp for when this happened, and the email address of the user who took the action.
Review requested
What it means: The check has been sent to another user for review.
Where to look: In the Who column you’ll see the date and timestamp for when this happened, and the email address of the user who took the action. In the details column you’ll see the email of the user who has received the check to review.
Review reassigned
What it means: The check had been sent to a user for review, but has subsequently been sent to a different user for review.
Where to look: In the Who column you’ll see the date and timestamp for when this happened, and the email address of the user who took the action. In the details column you’ll see the email of the user who has received the check to review.
Review cancelled
What it means: The check was sent for review, but this review has been stopped before it was completed. This will happen automatically if a new monitoring update arrives during the review. The previous review is cancelled and a fresh review task is created for the team to pick up. The cancellation reason is shown in the details column.
Where to look: In the Who column you’ll see the date and timestamp for when this happened, and the email address of the user who took the action.
Review completed
What it means: The check has been reviewed by a user with the relevant permissions.
Where to look: In the details column you’ll see the decision made by the reviewer. In the Who column you’ll see the date and timestamp for when this happened, and the email address of the user who took the action.
Review completed, decision updated
What is means: A reviewer has updated their previous Approve/Reject decision. Both the original and the new decision remain visible.
Where to look: In the details column you’ll see the decision made by the reviewer. In the Who column you’ll see the date and timestamp for when this happened, and the email address of the user who took the action.
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller.