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Accessing activity files from Activity and Client Details

We would like to have all files scanned to be accessible/connected.

Example – Client appears for vaccination, vaccination record is scanned to activity but can only then be found if you recall which activity on which date. We would like to be able to scan documents to the activity that it relates to but also be able to access that file from a general location under the “client” information. This would result in better documentation of individual activities but would also be functional if you needed to find a vaccination record but could not remember which date it was tied to.

  • Guest
  • May 11 2020
  • Future consideration
  • Attach files
  • Rachel Gomez commented
    March 04, 2022 08:56

    Check your organization’s file-viewing settings

    1. Sign in to your Google Admin console.

    2. Sign in using an administrator account, not your current account rachelgomez161999@gmail.com

    3. From the Admin console Home page, go to Appsand thenGoogle Workspaceand thenDrive and Docs.

    4. To apply the setting to everyone, leave the top organizational unit selected. Otherwise, select a child organizational unit or a configuration group.

    5. Supported editions for this feature: Business Standard and Plus; Enterprise; Education Fundamentals, Standard, Teaching and Learning Upgrade, and Plus; G Suite Business; Nonprofits; Essentials. Compare your edition

    6. Click Activity dashboard settings.

    7. Next to Users’ view history, select an option that determines who can see a user’s file views.

    • On (recommended): File-viewing information will appear in the Activity dashboard unless users choose to hide their views. Users with edit access to files that are owned by the same domain users can view this information. Your users’ viewing information might be visible in the Activity dashboards of files owned by other organizations.

    • On - Only within <your domain>: Individual user views will only show up in the Activity dashboard to users within your domain on files owned by your domain. People in other domains will not see your organization’s user activity on files owned by that domain.

    • Off: Your organization’s file views will not be visible in Activity dashboards of any files. Your users may be able to see whether external users have viewed their files, depending on the Activity dashboard settings of those external users.

    1. For certain Google Workspace editions, you may see additional settings to control if your users can see Activity dashboard data for files where they are editors. Next to Access to view history, select one of the following:

    2. On: Lets your users at your domain see Viewers and Viewer trend in the activity dashboard. Recommended if Users’ view history is also on.

    3. Off: Prevents your users at your domain from seeing Viewers and Viewer trend in the activity dashboard. Recommended if Users’ view history is also off.


    Greeting,

    Rachel Gomez