This article describes the activity made on an Intake before and when it is made into a Case.
NOTE: You must have at least Enabled permissions to the corresponding tab to perform actions for a listed activity, e.g., to view/edit documents added to an Intake, you need the proper permissions to the Documents Tab.
Changes that were made to the Intake Tab will display as static details after the Intake is made into a Case. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
Select an activity to display full details of the action.
Actions (e.g., View and Edit) from changes to other Intake tabs (Documents, Checklist, Notes, and Case Calendar) can be performed from the Activity Feed Tab in a Case. Refer to the links above to perform actions on the corresponding tabs.