Use the Advisor Dashboard for workspace notices and client update counts. Use the Client Data Log when you need the activity history for one household.
Review notices and client updates
Open the Advisor Dashboard.
Review News Alerts for Planworth notices.
Check Client Updates for client-level updates.
Select View All when you need the full update list.
These dashboard areas help you decide which client or task to review next. They are not a record of every change made to a household.
Review a client's activity
Open the client.
Open Client Data Log from the client's navigation.
Review Activity Detail to see the recorded action and Date to see when it occurred.
Use Select Custom Date or Filter by to narrow the list.
Expand an activity when you need more detail.
The log may include changes to client information, partner information, scenarios, and toggles.
Common issues
You cannot find Client Data Log. Confirm that you opened a client before looking for it.
An expected activity is missing. Confirm that the original change was saved. Refresh the log, then contact Planworth Support if it still does not appear.
You need to know whether a change was correct. Use the log to identify what changed, then review the relevant Family Info, Evaluation, or scenario screen.