Comprehensive activity log
The comprehensive activity log provides a complete record of every protocol run, capturing all actions and outcomes from initial data import through final tax return filing.
The comprehensive activity log includes AI agent activity, smart-rule decisions, automated system actions, and human-in-the-loop review steps, giving customers full visibility into what occurred, who or what performed each action, what changed, and why.
Customers can access the comprehensive activity log by selecting
Activity Log
on the Task Review Dashboard. This opens the detailed Activity Log view, where customers can review the full history of actions, decisions, changes, and outcomes associated with the protocol step.Searching the activity log
By default, the activity log shows details for all entities and regions within the selected work area. The log opens in a collapsed view, showing all process steps across the workflow from importing data source through reviewing and filing returns, so customers can easily expand individual sections to explore detailed activity as needed.
Users can refine the activity log by selecting specific entities and regions from the corresponding dropdown fields, letting them focus on the process steps most relevant to their review. They can also use the search field to find and go directly to a specific protocol step. For added convenience, customers have the option to expand all process steps at once, eliminating the need to open each step individually.
Activity log dashboard
The activity log includes a dashboard that displays key details for each protocol step, including activity status, entity information, region, data source, timestamp, performed by, and available actions. Each of these fields supports filtering, enabling customers to narrow the dashboard results and focus on the records most relevant to their review.
To explore additional information for a specific protocol step, customers can select the available options in the
Actions
column, such as View Import Details
, View Compute Details
, View Prepayments
, and View Task Detail
. These options provide deeper visibility into the underlying activity and results associated with that step.Selecting an option from the
Actions
column takes customers to the corresponding dashboard – such as Import or Compute – where they can view a summary of that protocol step, along with related template information and detailed activity data.From the details dashboard, customers can go directly to the OSU screens such as Journals, Ledgers, Compute, Credits and Suspensions, and Prepayments. This enables customers to review detailed information within the OSU CoCounsel dashboard while also accessing related OSU screens as needed.