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2.11 Review a location's activity

Written by Support

Goal

Understand recent changes at a Field Location: who counted what, what got transferred, which bins are pending approval, when an issuance was reassigned.

Who

Anyone with access to the location. Org Admins for oversight, Field Managers for their own locations, Techs for their daily reconciliation.

Steps

  1. Open the location's detail page → Feed tab.

  2. Anything waiting on a decision sits in a Needs your attention section at the top, with a count. Everything else is the Activity list below, in time order with Today, Yesterday, and date dividers.

  3. Filter by entry type. The available types are Adjustments, Issuances, Bin requests, Additions, Transfers, Threshold changes, Assignments, Location changes, Invitations, and Restock orders. Additions can be narrowed further by kind (parts, tools, equipment) and by catalog versus ad-hoc.

  4. Click into a specific entry to see who did what when. A burst of same-day activity by one person is clustered into a single expandable row, so a big cycle count doesn't drown out the rest of the day.

Notes

  • The Feed is append-only. You cannot edit an entry. To correct an issuance logged to the wrong property, use the reassignment workflow (2.9).

  • Ad-hoc additions show the Tech's actual photo. An add that's still being identified carries a Processing badge with the store SKU until the product's details come through.

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