Plan Activity Logs

Overview

The Plan Activity Log lists plan updates executed in your Aria instance, filtered via user-defined criteria. It lists changes to plans in the product catalog: when a plan is created, services are removed from plans, a plan's rate schedule is updated, or when a plan is deleted. It also lists account-level changes: when a new plan is assigned to an account, an existing plan is canceled from an account, or when an existing plan is replaced with a new plan on an account.

Prerequisites

You must enable the Plan Activity Logs via Configuration > Client Settings > Miscellaneous Settings by setting its value to TRUE.

Searching and Viewing the Plan Activity Logs

Getting Here: Configuration > Audit Logs > Plans Activity

1. Specify search criteria. You must at lease specify a date range. Click the text boxes to pop open an calendar from which you can select a "to" and "from" date.
   
2. Click the Add button to narrow your search via additional criteria. You can filter by:
   1. Activity: Select from among:
      • New: When a new plan is created in the product catalog or added to an account within the specified date range.
      • Edit: When a plan is edited in the product catalog or edited in an account within the specified date range.
      • Delete: When a plan or service is deleted from a plan in the product catalog within the specified date range.
   2. Account No: Specify an account number to view any plan activity within the specified date range.
   3. Plan No: Specify a plan number to view any plan activity for that plan within the specified date range.
   4. Client Plan ID: Specify a client plan ID to view any plan activity for that plan within the specified date range.
   5. Plan Name: Specify a plan name to view any plan activity for that plan within the specified date range.
3. Click the Search button.

Depending on your search criteria, a list of plan activity that occurred within the date range you specified displays. The Products tab shows product-catalog-level plan activity, and the Accounts tab shows account-level plan activity.

Each entry includes a link in the left-most column you can click to view the details of the plan activity. The example below shows activity for a rate change for a plan in the product catalog:

1. Action: The type of plan activity.
2. Plan No: The Aria-assigned number of the associated plan.
3. Client Plan ID: The client-defined plan ID of the associated plan.
4. Plan Name: The name of the associated plan.
5. Updated By: The name of the CSR, or the process, that executed the change.
6. Date: The date the change was executed.
7. Rate Schedule Information: Information about the specific rate schedule affected by the rate change.
8. Prior Rate: Rate tier "from/to" before the change; New Rate: Rate tier "from/to" after the change.
9. Prior Amount: Price before the change; New Amount: Rate after the change.
10. Prior Future Amount: Amount of past-executed scheduled rate change; New Future Amount: Scheduled future rate. Learn more about future rate versioning.