What is the Record Timeline?

Each record’s timeline begins when the application form is submitted and is visible in the “Timeline” panel on the record page.

In any record timeline you can see:

  • Completed steps (with green check marks)
  • Steps currently in progress (blue arrows)
  • Pending steps according to that record type’s preset workflow (grey badges)

Each activity currently in progress corresponds to its own panel on the record page (outlined in blue). One or more steps can happen simultaneously on a record. When all in-progress activity on a record is complete, the next pending step(s) will activate.

Click any completed step to expand it and view more information and comments.


Have more questions? Submit a request


Powered by Zendesk