Read the case timeline
Review chronological case events and actor information.
Exact navigationAdmin Area → Licence Applications → Case → Timeline
Before you begin
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Confirm module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide covers
Review chronological case events and actor information. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Exact step-by-step process
- Open the case.
- Scroll to the timeline.
- Review the status label, description, actor and date.
- Compare client-visible items in a controlled client session when required.
Fields, choices and supported possibilities
Admin visibilityAll timeline rows
Client visibilityOnly visible_to_landlord=1
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/
Code-backed validations and workflow rules
- Status updates add timeline rows with the selected status and note.
Expected result and verification
- Read the case timeline completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.