CMS Staff Timeline Guide

Operations & Field

Review where approved field activity happened and what each staff user did.

Staff Timeline combines tenant-scoped location records and audit activity. It is intended for operational review, task coordination, and route verification, not covert tracking.

All staff or one userFilter the map and activity list without mixing company data.

Date rangeReview a specific service day or a controlled historical period.

Colored trailsEach username has a stable marker color and chronological route line.

Activity contextCompare location pings with supported audit events and work records.

How to use Staff Timeline

1. Open

Go to Operations & Field → Staff Timeline.

2. Filter

Select one staff user or All staff users, then choose From and To dates.

3. Review map

Use Map, Satellite, or Hybrid view. Follow the colored route for each username.

4. Compare activity

Review latest position, staff activity log, and location timeline before acting.

Privacy and operational controls

Location sharing should be disclosed, authorized, and limited to legitimate work purposes.
Access is permission guarded and tenant scoped; normal customers cannot open the company staff timeline.
Do not treat a missing ping as proof of misconduct. Confirm device, permission, network, and task context first.
Use company retention and privacy policy when deciding how long location history should remain available.

Recommended review

Map trail → activity log → assigned task/ticket → manager follow-up.

Role Guide Open Support Manual