Log staff contact and review activity

Platform: ResiOnboarding · For: Sales, Executive Director, Department leads

Not every conversation happens in the app. The Contact log keeps a record of the rest.

Log a contact

1. Open the resident and select the Contact log tab.
2. Select Log Activity.
3. Choose the Activity Type: Phone Call, Email Sent, Text Message, Voicemail Left, In-Person Visit, Family Meeting or Other.
4. Set the Date & Time.
5. Add Notes if you like.
6. Select Log Activity.

Review the full history

1. Open the resident and select the Activity tab.
2. Read down the list, grouped by day.
3. Use Search messages and activity to find a word.
4. Choose a date range, such as Last 30 days.
5. Select Messages, Staff contact, Tasks, Surveys or Settling-in to narrow the list.
6. Select Clear all to reset.

Good to know

• You can edit or delete only the entries you logged yourself.
• Your entries appear in Recent Activity on the Dashboard.
• Recording contact keeps your Resident Experience view accurate.
• Keep notes operational, with no clinical detail.

If something goes wrong

"Activity is unavailable right now" usually clears after a refresh. If it stays, choose Help & support.