Actions

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What are Actions?

Actions refer to any events in TutorCruncher that we record.

Where are actions shown?

Actions are shown in the Activity Feed of the user or thing you are viewing. They contain any actions that involved that thing.

For instance, the activity feed on a tutor's page shows anything that they do or has been done that involves them.

Actions

How do I view all activity for my branch?

You can view all activity in System > Activity Log. You can also filter actions on this page.

What are the actions, and what do they mean?

Here's a list of all possible actions in TutorCruncher, and what they mean.

Action Key Description
A deferred payment failed DEFERRED_PAYMENT_FAILED When a Deferred Payment Fails.
Added a Client to a Subscription ADDED_CLIENT_SUBSCRIPTION When a Client is added to Subscription.
Added a Client to an Affiliate ADDED_A_CLIENT_TO_AN_AGENT When a Client is added to an Affiliate.
Added a Custom Institution ADDED_CUSTOM_INSTITUTION When an Administrator or Tutor adds a Custom Institution.
Added a desired Skill to a Job ADDED_DESIRED_SKILL When a desired Skill is added to a Job.
Added a Document ADDED_A_DOCUMENT When a User uploads a Document.
Added a Label to a Job ADDED_A_LABEL_TO_A_SERVICE When a Label is added to a Job.
Added a Label to a User ADDED_A_LABEL_TO_A_USER When a Label is added to a Role/User.
Added a Lesson Reminder ADDED_APPOINTMENT_REMINDER When a Lesson Reminder is added.
Added a Note ADDED_A_NOTE When an Administrator adds a Note.
Added a Public Document ADDED_PUBLIC_DOCUMENT When an Administrator uploads a Public Document.
Added a Student to a Job ADDED_SR_TO_SERVICE When a Student is added to a Job.
Added a Student to a Lesson ADDED_SR_TO_APPOINTMENT When a Student is added to a Lesson.
Added a Tutor to a Job ADDED_CONTRACTOR_TO_SERVICE When a Tutor is added to a Job.
Added a Tutor to a Lesson ADDED_CONTRACTOR_TO_APPOINTMENT When a Tutor is added to a Lesson.
Added an item to a Credit Request CREATED_PROFORMA_INVOICE_ITEM When an Administrator creates a Credit Request Item.
Added their bank details ADDED_BANK_DETAILS When a Client adds their Bank Account Details.
Adjusted a Client's balance BALANCE_ADJUSTMENT When an Administrator adjusts a Client's Balance.
Agreed to Terms and Conditions AGREE_TERMS When a User agrees to the Terms and Conditions.
Applied for a Job TENDERED_FOR_SERVICE When a Tutor applies for a Job.
Approved a Report APPROVED_A_REPORT When an Administrator approves a Report.
Approved Reports APPROVED_MULTIPLE_REPORTS When an Administrator approved multiple Reports.
Booked a Lesson BOOKED_AN_APPOINTMENT When a Client books a Lesson.
Cancelled a booking CANCELLED_A_BOOKING When a cancels a booked Lesson.
Cancelled a deferred payment CANCELLED_DEFERRED_PAYMENT When a Deferred Payment is cancelled.
Cancelled a Lesson MARKED_AN_APPOINTMENT_AS_CANCELLED When a Lesson is cancelled.
Changed a Client's Admin CHANGED_CLIENT_ADMIN When a Client's Client Manager is changed.
Changed a Client's Affiliate CHANGED_CLIENTS_AGENT When a Client's Affiliate is changed.
Changed a Client's status CHANGED_CLIENT_STATUS When a Client's status gets updated.
Changed a Job's status CHANGED_SERVICE_STATUS When a Job's status is updated.
Changed a Tutor's status CHANGED_CONTRACTOR_STATUS When a Tutor's status gets updated.
Changed Custom Field Ordering CHANGED_ATTRIBUTE_ORDERING When the Custom Field order is changed.
Changed Role CHANGED_OWN_ROLE When a User switches to a different Role.
Changed Terms and Conditions CHANGED_TERMS When an Administrator updates the Terms and Conditions.
Changed the default payment card CHANGED_DEFAULT_PAYMENT_CARD When a Card is set as the Default Payment Card.
Changed their price plan CHANGED_BILLING_PLAN When a Company updates their Billing Plan.
Changed their support plan CHANGED_SUPPORT_PLAN When a Company updates their Support Plan.
Clicked an SSO Link CLICKED_SSO When a User clicks a Single Sign On (SSO) link.
Client topped up CLIENT_TOPPED_UP When a Client tops up their Balance.
Company status set to In Arrears AGENCY_IN_ARREARS When a Company's status is set to In Arrears.
Company was terminated TERMINATED_AGENCY When a Company's status is marked as Terminated.
Copied a Role to another Branch COPY_ROLE When a Role is copied over to a different Branch.
Created a Broadcast CREATED_A_BROADCAST When an Administrator creates a Broadcast.
Created a Client CREATED_A_CLIENT When an Client is created.
Created a Credit Request CREATED_PROFORMA_INVOICE When an Administrator creates a Credit Request.
Created a Custom Field CREATED_AN_EXTRA_ATTRIBUTE When a Custom Field is created.
Created a deferred payment CREATED_DEFERRED_PAYMENT When an Administrator sets up a Deferred Payment.
Created a Job CREATED_A_SERVICE When a Job is created.
Created a Label CREATED_A_LABEL When a Label is created.
Created a Lesson CREATED_AN_APPOINTMENT When a Lesson is created.
Created a Location CREATED_A_LOCATION When a Location is created.
Created a Payout CREATED_PAYOUT Occurs when a Payment Order is sent and creates a payout in Telleroo.
Created a Quick Payment Credit Request ADMIN_QUICK_PAY_PFI When an Administrator creates a Quick Payment Credit Request.
Created a Quick Payment Invoice ADMIN_QUICK_PAY_INVOICE When an Administrator quick pays for an Invoice.
Created a Repeating Lesson CREATED_A_REPEATING_APPOINTMENT Occurs for each Lesson which is created via repeated Lessons.
Created a Report CREATED_REPORT When a Report is created.
Created a Student CREATED_A_SR When a Student is created.
Created a Subscription CREATED_SUBSCRIPTION When a Subscription is created.
Created a Task CREATED_A_TASK When an Administrator creates a Task.
Created a Tutor CREATED_A_CONTRACTOR When an Tutor is created.
Created Ad Hoc Charge CREATED_ADHOC_CHARGE When an Administrator creates an Ad Hoc Charge.
Created an Administrator CREATED_AN_ADMINISTRATOR When an Administrator is created.
Created an Affiliate CREATED_AN_AGENT When an Affiliate is created.
Created Company CREATED_AGENCY When a User sets up an Company on TutorCruncher.
Deleted a Broadcast DELETED_A_BROADCAST When an Administrator deletes a Broadcast.
Deleted a Client DELETED_A_CLIENT When an Client is deleted.
Deleted a Credit Request DELETED_PROFORMA_INVOICE When an Administrator deletes a Credit Request.
Deleted a Custom Field DELETED_AN_EXTRA_ATTRIBUTE When a Custom Field is deleted.
Deleted a Job DELETED_A_SERVICE When a Job is deleted.
Deleted a Label DELETED_A_LABEL When a Label is deleted.
Deleted a Lesson DELETED_AN_APPOINTMENT When a Lesson is deleted.
Deleted a Location DELETED_A_LOCATION When a Location is deleted.
Deleted a Note DELETED_A_NOTE When an Administrator deletes a Note.
Deleted a Review DELETED_A_REVIEW When an Administrator deletes a Client's Reivew.
Deleted a Student DELETED_A_SR When a Student is deleted.
Deleted a Subscription DELETED_SUBSCRIPTION When a Subscription is deleted.
Deleted a Tutor DELETED_A_CONTRACTOR When an Tutor is deleted.
Deleted Ad Hoc Charge DELETED_ADHOC_CHARGE When an Administrator creates an Ad Hoc Charge.
Deleted an Administrator DELETED_AN_ADMINISTRATOR When an Administrator is deleted.
Deleted an Affiliate DELETED_AN_AGENT When an Affiliate is deleted.
Deleted Card Details DELETED_CARD_DETAILS When Card Details are removed from a User.
Edited a Broadcast EDITED_A_BROADCAST When an Administrator edits a Broadcast.
Edited a Client EDITED_A_CLIENT When an Client is edited.
Edited a Credit Request EDIT_PROFORMA_INVOICE When an Administrator edits a Credit Request.
Edited a Custom Field EDITED_AN_EXTRA_ATTRIBUTE When a Custom Field is edited.
Edited a Document EDITED_A_DOCUMENT When a User edits a Document.
Edited a Job EDITED_A_SERVICE When a Job is edited.
Edited a Label EDITED_A_LABEL When a Label is edited.
Edited a Lesson EDITED_AN_APPOINTMENT When a Lesson is updated.
Edited a Lesson and all future linked Lessons EDITED_REPEATED_APPOINTMENTS When repeated Lessons are updated.
Edited a Location EDITED_A_LOCATION When a Location is edited.
Edited a Note EDITED_A_NOTE When an Administrator edits a Note.
Edited a Report EDITED_REPORT When a Report is edited.
Edited a Student EDITED_A_SR When a Student is edited.
Edited a Student on a Job EDITED_SR_ON_SERVICE When a Student on a Job is updated.
Edited a Student on a Lesson EDITED_SR_ON_APPOINTMENT When a Student on a Lesson is updated.
Edited a Subscription EDITED_SUBSCRIPTION When a Subscription is edited.
Edited a Task EDITED_A_TASK When an Administrator edits a Task.
Edited a Tutor EDITED_A_CONTRACTOR When an Tutor is edited.
Edited a Tutor on a Job EDITED_CONTRACTOR_ON_SERVICE When a Tutor on a Job is updated.
Edited a Tutor on a Lesson EDITED_CONTRACTOR_ON_APPOINTMENT When a Tutor on a Lesson is updated.
Edited Ad Hoc Charge EDITED_ADHOC_CHARGE When an Administrator creates an Ad Hoc Charge.
Edited an Administrator EDITED_AN_ADMINISTRATOR When an Administrator is edited.
Edited an Affiliate EDITED_AN_AGENT When an Affiliate is edited.
Edited Attended Institutions EDITED_ATTENDED_INSTITUTIONS When a Tutor edits their Institutions.
Edited availability EDITED_AVAILABILITY When a Tutor's availability is updated.
Edited Qualifications EDITED_QUALIFICATIONS When a User's qualifications are edited.
Edited Skills EDITED_SKILLS When a User's skills are edited.
Edited system settings EDITED_SYSTEM_SETTINGS When an Administrator makes changes to a Branch's or Company's settings.
Edited their bank details EDITED_BANK_DETAILS When a Client edits their Bank Account Details.
Edited their own profile EDITED_OWN_PROFILE When a User edits their own profile.
Edited their own Qualifications EDITED_OWN_QUALIFICATIONS When a User edits their own qualifications.
Edited their own Skills EDITED_OWN_SKILLS When a User edits their own skills.
Entered new password PW_ENTER_NEW When a User resets their password.
Exported accounting information ACCOUNTING_EXPORT When an Administrator exports a Branch's accounting information.
Exported Jobs SERVICE_EXPORT When an Administrator exports data about Jobs.
Exported Lessons APPOINTMENT_EXPORT When an Administrator exports data about Lessons.
Exported Reports REPORTS_EXPORT When an Administrator exports data about Reports.
Exported Users EXPORTED_USERS When an Administrator exports data about Users.
Generated Credit Requests GENERATED_PFIS When an Administrator generates Credit Requests.
Generated Invoices & Payment Orders GENERATED_ACCOUNTING When an Administrator generates Invoices and Payment Orders.
Imported Custom Fields IMPORTED_EXTRA_ATTRIBUTES When a Custom Field is imported.
Imported Users IMPORTED_USERS When an Administrator imports Users.
Invited a Tutor for an interview INVITED_CONTRACTOR_FOR_INTERVIEW When an Administrator sends a Tutor an invitation for an interview.
Logged in LOGIN When a User logs in.
Logged out LOGGED_OUT When a User logs out.
Made an Enquiry CLIENT_ENQUIRY When a Client makes an Enquiry.
Marked a Lesson as complete MARKED_AN_APPOINTMENT_AS_COMPLETE When a Lesson is marked as complete.
Marked a Payment Order as paid MARKED_PO_AS_PAID When an Administrator marks a Payment Order as paid.
Marked an Invoice as paid MARKED_INVOICE_AS_PAID When an Invoice gets marked as paid.
Marked Credit Request as paid MARKED_PROFORMA_INVOICE_AS_PAID When an Administrator marks a Credit Request as paid.
Moved a Client in the Pipeline MOVED_PIPELINE_STAGE When an Administrator moves a Client in the Client Pipeline.
Paid a Credit Request ADMIN_PAID_PROFORMA_INVOICE When an Administrator pays a Client's Credit Request.
Paid an Invoice ADMIN_PAID_INVOICE When an Administrator pays an Invoice.
Paid an Invoice from credit PAY_INVOICE_FROM_CREDIT When an Invoice gets paid from a Client's credit.
Paid their Credit Request CLIENT_PAID_PROFORMA_INVOICE When a Client pays their Credit Request.
Paid their Invoice CLIENT_PAID_INVOICE When a Client pays their Invoice.
Raised a Payment Order SENT_PO Occurs once for each Payment Order when an Administrator sends Payment Orders.
Raised an Invoice SENT_INVOICE Occurs once for each Invoice when an Administrator sends Invoices.
Raised Invoices SENT_INVOICES Occurs every time an Administrator sends Invoices.
Raised Payment Orders SENT_POS Occurs when an Administrator sends Payment Orders.
Recorded consent to Terms and Conditions RECORDED_TERMS_CONSENT When an Administrator records consent to Terms and Conditions.
Recovered a Client RECOVERED_A_CLIENT When a Client is recovered from the Rubbish Bin.
Recovered a Custom Field RECOVERED_AN_EXTRA_ATTRIBUTE When a Custom Field is recovered from the Rubbish Bin.
Recovered a Job RECOVERED_A_SERVICE When a Job is recovered from the Rubbish Bin.
Recovered a Lesson RECOVERED_AN_APPOINTMENT When a Lesson is recovered from the Rubbish Bin.
Recovered a Student RECOVERED_A_SR When a Student is recovered from the Rubbish Bin.
Recovered a Tutor RECOVERED_A_CONTRACTOR When a Tutor is recovered from the Rubbish Bin.
Recovered an Administrator RECOVERED_AN_ADMINISTRATOR When an Administrator is recovered from the Rubbish Bin.
Recovered an Affiliate RECOVERED_AN_AGENT When an Affiliate is recovered from the Rubbish Bin.
Removed a Client from a Subscription REMOVED_CLIENT_SUBSCRIPTION When a Client is removed from a Subscription.
Removed a Label from a Job REMOVED_A_LABEL_FROM_A_SERVICE When a Label is removed from a Job.
Removed a Label from a User REMOVED_A_LABEL_FROM_A_USER When a Label is removed from a Role/User.
Removed a Student from a Job REMOVED_SR_FROM_SERVICE When a Student is removed from a Job.
Removed a Student from a Lesson REMOVED_SR_FROM_APPOINTMENT When a Student is removed from a Lesson.
Removed a Tutor from a Job REMOVED_CONTRACTOR_FROM_SERVICE When a Tutor is removed from a Job.
Removed a Tutor from a Lesson REMOVED_CONTRACTOR_FROM_APPOINTMENT When a Tutor is removed from a Lesson.
Removed their saved bank details REMOVED_BANK_DETAILS When a Client removes their Bank Account Details.
Request a job REQUESTED_A_SERVICE When a Client requests a Job in their enquiry.
Request a tutor REQUESTED_A_CONTRACTOR When a Client requests a Tutor in their enquiry.
Requested a JavaScript review REQUESTED_JS_REVIEW When an Administrator sends his JavaScript to be reviewed.
Requested password reset email PW_RESET_EMAIL When a User gets sent a password reset email.
Requested their data be deleted REQUESTED_DELETION When a User has requested that they want their data to be deleted.
Requested tutor reviews REQUESTED_REVIEWS When an Administrator sends a Client a request to review a Tutor.
Resent a Payment Order RESENT_PO When an Administrator resends a Payment Order.
Reviewed a Tutor CREATED_A_REVIEW When a Client creates a Review.
Saved card details SAVED_CARD_DETAILS When Card Details are added to a User.
Sent a Broadcast SENT_BROADCAST When an Administrator sends a Broadcast.
Sent a Broadcast Preview SENT_BROADCAST_PREVIEW When an Administrator sends a Broadcast Preview.
Sent a Client their Lesson schedule SENT_CLIENT_APT_SCHEDULE When a Client is sent their Lesson Schedule.
Sent a Credit Request SENT_PROFORMA_INVOICE Occurs once for each Credit Request when an Administrator sends Credit Requests.
Sent a Credit Request Reminder SENT_PROFORMA_INVOICE_REMINDER When an Administrator sends a Credit Request Reminder.
Sent a job confirmation email to a client SENT_SERVICE_CONFIRMATION_CLIENT When a Job Confirmation Email is sent to a Client.
Sent a job confirmation email to a tutor SENT_SERVICE_CONFIRMATION_CONTRACTOR When a Job Confirmation Email is sent to a Tutor.
Sent a one off Email SENT_ONE_OFF_EMAIL When an Administrator sends a User a One Off Email.
Sent a Welcome Email WELCOME_EMAIL_SENT When a Welcome Email is sent to a User.
Sent an Invoice Reminder SENT_INVOICE_REMINDER When an Administrator sends an Invoice Reminder.
Sent Credit Requests SENT_PROFORMA_INVOICES Occurs when an Administrator sends Credit Requests.
Sent Notifications to Tutors SENT_SERVICE_NOTIFICATIONS When an Administrator sends Job Notifications to Tutors on the Job.
Signed up as a Client CLIENT_SIGN_UP When a Client signs up to the Branch.
Signed up as a Tutor CONTRACTOR_SIGN_UP When a Tutor signs up to the Branch.
Switched to another Branch SWITCH_BRANCH When a User switches to a different Branch.
Unsubscribed from emails UNSUBSCRIBED_FROM_EMAILS When a User opts out from receiving emails.
Uploaded a Résumé UPLOADED_A_CV When an Administrator or Tutor uploads a Résumé.
Voided a Payment Order VOIDED_PO When an Administrator voids a Payment Order.
Voided an Invoice VOIDED_INVOICE When an Administrator voids an Invoice.
Was asked for an automatic review for a job REQUESTED_AUTO_REVIEW_FROM When a Job review is requested automatically.
Was Autocharged successfully ACCOUNTING_ITEM_AUTOCHARGED Occurs once for each Credit Request or Invoice when they are paid via Autocharge.
Was created through the API CONTRACTOR_WAS_CREATED_API When a Tutor is created through the API.
Was created through the API CLIENT_WAS_CREATED_API When a Client is created through the API.
Was created through the API SR_WAS_CREATED_API When a Student is created through the API.
Was created through the API AGENT_WAS_CREATED_API When a Affiliate is created through the API.