Skip to main content

The Activity Timeline: What It Is and Where to Find It

The Activity Timeline can be viewed in the Admin, Instructor, and Customer portals.

Written by Serena Edwards

Enrollsy has three different timelines: Enrollee, Instructor, and Class. This article describes each of these and where to find them.

Enrollee Timeline

The Enrollee timeline provides a detailed view of each enrollee's activity and information. The timeline feature allows Admin users and Instructors to track Enrollee progress and review historical activity in a centralized location.

The Enrollee Activity timeline displays the following:

  • The Activity timeline (showing actions and updates related to the Enrollee)

  • The Enrollee's information, including the Programs/Classes they are enrolled in and any program form fields

  • Account information collected during enrollment

Here are all the places you can find this timeline.

Admin Portal

Within the Admin portal (app.enrollsy.com), you can access the Enrollee timeline in these places:

We'll go into each of the above locations and show you how to access the timeline.

Activity Page

Select the Enrollees (or whatever you call those who enroll) on the left menu. Then click the Activity tab at the top. You can adjust the Location (if your company has more than one) and/or Enrollment Period. In the filter option, you can filter on the Enrollee or Account name or Program options.

After clicking on an Enrollee, their Activity timeline will show.

Classes Page

Select "Classes" on the left menu. Select a Program to open it, then click on a Class to see the list of Enrollees. The three lines beside each enrollee is the enrollee's Activity timeline. Clicking on the Enrollee's name or the timeline icon opens the Enrollee's timeline.

Ratios Page

Click on Dashboard on the left menu. If you have this feature unlocked, you will see a tab called "Ratios." If you need this feature, please let us know and we can unlock it for you. This page lists all the Programs, the Instructors, and the Enrollees. By clicking on an Enrollee's name, the Activity timeline will open on the right side.

Instructor Portal

Within the Instructor portal (app.enrollsy.com/instructor), you can access the Enrollee timeline in these places:

We'll go into each of the above locations and show you how to access the timeline.

Activities Page

Click on "Activities" from the main menu. From the list of Enrollees, click on the Info icon to open the Activitiy timeline.

Classes Page

Click on "Classes" on the main menu. Select a Program to open it, then click on a Class to see the list of Enrollees. The three lines beside each enrollee is the enrollee's Activity timeline. Clicking on the Enrollee's name or the timeline icon opens the Enrollee's timeline.

Check In/Out Page

Select "In/Out" from the main menu. From the list of Enrollees, click on the Info icon to open the Activitiy timeline.

Customer Portal

Within the Customer portal (account sign-in link can be found on the My Company page of the Admin portal), you can access the Enrollee timeline only on the Activities page. Click on each Enrollee to see a list of their Activities.


Instructor Timeline

The Instructor timeline has more limited visibility than the Enrollee timeline, as it can only be accessed by Admin users and Instructors themselves. It is not exposed to customers or other portal users, which keeps Instructor activity records appropriately private.

Here are all the places you can find this timeline.

Admin Portal

Admin users can view the Instructor timeline from within the Admin portal on the Instructor page, where a timeline icon appears beside each Instructor; clicking that icon opens the timeline for that individual.

instructor timeline in the admin portal in Enrollsy

Instructor Portal

Instructors themselves can view their own timeline from within the Instructor portal under the "My Timeline" section. This gives Instructors a self-service way to review their own activity history without needing Admin involvement, while still preventing them from viewing the timelines of other Instructors.

Enrollsy instructor timeline

Class Timeline

The Class timeline is one of three Activity entity timelines in Enrollsy (alongside the Enrollee and Instructor timelines), and it is the most restricted in terms of visibility. Unlike the Enrollee timeline, which can be seen by Admins, Instructors, and Customers, the Class timeline can only be viewed by Admin users and Instructors.

When creating a custom Activity in Enrollsy, you can choose the Class entity as the timeline destination during Step 1 (Choose the Correct Entity) when creating an Activity. Activities posted to the Class entity will then appear on the Class timeline in the locations described below, with posting and viewing permissions controlled through the Activity Settings.

Here are all the places you can find this timeline.

Admin Portal

Admin users access the Class timeline from the Ratios page by clicking the "Timeline" button. NOTE: The Ratios page must be unlocked. If you need this page, chat in and let us know.

class timeline in admin portal in Enrollsy

Instructor Portal

Instructors, on the other hand, view the Class timeline through a dedicated Class Timeline page within the Instructor portal. Because the Class timeline is tied to the class as a whole rather than to an individual enrollee or instructor, it serves as a shared record of Activities relevant to the class group, while keeping that information out of view for customers and account holders.

class timeline in the instructor portal in Enrollsy
Did this answer your question?