Activity log and change history

Bethel ChMS has two audit-related tools:

• Activity Log records activity counts for a branch, such as outreach, pastoral care, or other organisation-defined activity types.
• Change History shows who changed a record, when they changed it, and which tracked fields changed.

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Activity log

Use Activity Log when you need to record counts for activity types across a date range. Each entry stores the branch, activity type, date, optional time, count, notes, and the user who logged it.

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Open activity log

1. In the sidebar, click Activity Log.
2. If you are org-scoped, choose a branch from the branch selector.
3. Use the date range control to review totals for the period.

The page shows three summary tiles: Total entries, Total count, and Top activity type.

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Log a single entry

1. Open Activity Log.
2. In Log a single entry, choose an Activity type.
3. Select the Date.
4. Add an optional Time.
5. Enter the Count.
6. Add optional Notes.
7. Click Log entry.

Bethel ChMS keeps the selected date and activity type after saving so you can enter another entry quickly.

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Log multiple entries

Use Log multiple when you want to enter counts for several activity types at once.

1. Click Log multiple.
2. Set the shared Date and optional Time.
3. Enter counts for the activity types you want to save.
4. Add row-specific notes with Note, or add shared Notes that apply to all rows.
5. Click Save all.

Rows with no count are skipped. A count of 0 is saved as a valid entry.

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Review recent entries

The Recent entries table shows entries for the selected branch and date range. It includes Date, Time, Type, Count, Notes, Logged by, and Status. Use the filters to narrow entries by activity type. Org Owner and Org Admin can also filter by Logged by. Org Owner, Org Admin, and Branch Admin can turn on Show deleted and restore deleted entries. Click an entry to open Entry Detail.

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Edit or delete entries

On Entry Detail, you can review the entry information and Audit History.

• Org Owner, Org Admin, Branch Admin, and Editor can edit active entries.
• Org Owner, Org Admin, and Branch Admin can delete active entries.
• Deleted entries show a Deleted badge and cannot be edited from the detail page.

The entry audit history records create, update, delete, and restore actions.

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Activity types

Activity types define the categories that users can log. Org Owner and Org Admin can manage them from Activity Log > Activity Types. From Activity Types, you can:

• Click Add Activity Type to create a type.
• Edit a type name or description.
• Drag types to reorder them.
• Archive a type you no longer want users to select.
• Delete a type only when it is not system-seeded and has no entries.

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Activity log report

The activity log report turns logged entries into aggregate reporting.

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Open the activity log report

1. In the sidebar, click Reports.
2. Click Activity Log.

Bethel ChMS opens Activity Log Report at /organisation/reports/activity-log.

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Filter the report

The report defaults to the last 30 days, monthly granularity, and active entries. Use these controls to adjust the report:

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Read the report

The report includes:

• Total Entries, the number of log entry rows.
• Total Count, the sum of entry counts.
• vs Prior Period, the percentage change compared with the previous equivalent period.
• Top Activity Type, the activity type with the highest count.
• Activity Type Breakdown, sorted by total count.
• Activity Count Over Time, a time-series chart.
• Branch Comparison, shown to Org Owner and Org Admin.
• Entries, a drill-down table with entry-level details.

Click an entry in Entries to open its Entry Detail page.

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Export the activity log report

Click Export CSV to download the entry-level rows for the selected filters. The CSV includes columns for entry date, time, activity type, count, notes, branch, logged by, logged at, last updated by, last updated at, deleted by, and deleted at.

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Change history

Use Change History when you need to audit changes to a specific record. It appears as a tab on supported record detail pages.

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Supported records

Change history is available on these detail pages:

• Members
• Ministries
• Events
• Households
• Groups
• Locations
• Users

Change history is not available for visitor records.

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Open change history

1. Open a supported record.
2. Click the Change History tab.

The timeline shows the newest changes first.

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What the timeline shows

Each timeline entry shows:

• The action: Created, Updated, Deleted, or Restored.
• The person who made the change, or System when automation made the change.
• The date and time of the change.
• For updates, the tracked fields that changed, shown as previous value to current value.

If no changes have been recorded, Bethel ChMS shows No changes recorded yet.

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Access rules

Change history follows the same access rules as the record detail page.

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Good to know

• Change history starts from when tracking was enabled for the record type.
• System and internal fields are hidden from the timeline.
• Updates that do not change tracked values are not shown.
• Change history is append-only in the UI. Users cannot edit or delete timeline entries.