Activity Record Visibility

Activity Record Visibility

Why can't I see an Activity Record?

All Users
You may experience occurrences where you are unable to view Activity Records. 
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

There are only a few reasons why a user may not be able to see an activity record in SETWorks:



Departments.  The authorization for the activity record you are attempting to view may be tied to a department for which you do not have access.
                       NOTE: Users may not view activity records outside their departments.

Coverage.  Coverage is a feature that further limits visibility of information within SETWorks beyond departments. The Coverage feature is controlled via privilege and managed by your SETWorks administrator. 

Incorrect Date/Time.  Users will accidently select the wrong date or time (1 AM instead of 1 PM) when creating Activity Records.

Troubleshooting Recommendations

Departments
Navigate to Settings > User Maintenance: [select User experiencing issues]
1. Ensure the User has access to the department(s) the Consumer is in.
2. Ensure the User has access to the department the Authorization is assigned to. 


Coverage
Staff Management > Coverage > Manage Coverage
1. Ensure the user has access to the individual. 



Incorrect Date/Time
Activity Records > filters
1. Use the filters and select a larger date range when searching for Activity Records.
2. Further limit filters by Consumer or Staff to help in finding the record.
3. If you're searching using the Calendar View, 'Show 24 hours'.




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