What are Actions?

Actions refer to any events in TutorCruncher that we record.

Where are actions shown?

Actions are shown in the Activity Feed of the user or thing you are viewing. They contain any actions that involved that thing.

For instance, the activity feed on a tutor's page shows anything that they do or has been done that involves them.

Actions

How do I view all activity for my branch?

You can view all activity in System > Activity Log. You can also filter actions on this page.

What are the actions, and what do they mean?

Here's a list of all possible actions in TutorCruncher, and what they mean.

Action

Key

Description

A deferred payment failed

DEFERRED_PAYMENT_FAILED

When a Deferred Payment Fails.

Added a Client to a Subscription

ADDED_CLIENT_SUBSCRIPTION

When a Client is added to Subscription.

Added a Client to an Affiliate

ADDED_A_CLIENT_TO_AN_AGENT

When a Client is added to an Affiliate.

Added a Custom Institution

ADDED_CUSTOM_INSTITUTION

When an Administrator or Tutor adds a Custom Institution.

Added a desired Skill to a Job

ADDED_DESIRED_SKILL

When a desired Skill is added to a Job.

Added a Document

ADDED_A_DOCUMENT

When a User uploads a Document.

Added a Label to a Job

ADDED_A_LABEL_TO_A_SERVICE

When a Label is added to a Job.

Added a Label to a User

ADDED_A_LABEL_TO_A_USER

When a Label is added to a Role/User.

Added a Lesson Reminder

ADDED_APPOINTMENT_REMINDER

When a Lesson Reminder is added.

Added a Note

ADDED_A_NOTE

When an Administrator adds a Note.

Added a Public Document

ADDED_PUBLIC_DOCUMENT

When an Administrator uploads a Public Document.

Added a Student to a Job

ADDED_SR_TO_SERVICE

When a Student is added to a Job.

Added a Student to a Lesson

ADDED_SR_TO_APPOINTMENT

When a Student is added to a Lesson.

Added a Tutor to a Job

ADDED_CONTRACTOR_TO_SERVICE

When a Tutor is added to a Job.

Added a Tutor to a Lesson

ADDED_CONTRACTOR_TO_APPOINTMENT

When a Tutor is added to a Lesson.

Added an item to a Credit Request

CREATED_PROFORMA_INVOICE_ITEM

When an Administrator creates a Credit Request Item.

Added their bank details

ADDED_BANK_DETAILS

When a Client adds their Bank Account Details.

Adjusted a Client's balance

BALANCE_ADJUSTMENT

When an Administrator adjusts a Client's Balance.

Agreed to Terms and Conditions

AGREE_TERMS

When a User agrees to the Terms and Conditions.

Applied for a Job

TENDERED_FOR_SERVICE

When a Tutor applies for a Job.

Approved a Report

APPROVED_A_REPORT

When an Administrator approves a Report.

Approved Reports

APPROVED_MULTIPLE_REPORTS

When an Administrator approved multiple Reports.

Booked a Lesson

BOOKED_AN_APPOINTMENT

When a Client books a Lesson.

Cancelled a booking

CANCELLED_A_BOOKING

When a cancels a booked Lesson.

Cancelled a deferred payment

CANCELLED_DEFERRED_PAYMENT

When a Deferred Payment is cancelled.

Cancelled a Lesson

MARKED_AN_APPOINTMENT_AS_CANCELLED

When a Lesson is cancelled.

Changed a Client's Admin

CHANGED_CLIENT_ADMIN

When a Client's Client Manager is changed.

Changed a Client's Affiliate

CHANGED_CLIENTS_AGENT

When a Client's Affiliate is changed.

Changed a Client's status

CHANGED_CLIENT_STATUS

When a Client's status gets updated.

Changed a Job's status

CHANGED_SERVICE_STATUS

When a Job's status is updated.

Changed a Tutor's status

CHANGED_CONTRACTOR_STATUS

When a Tutor's status gets updated.

Changed Custom Field Ordering

CHANGED_ATTRIBUTE_ORDERING

When the Custom Field order is changed.

Changed Role

CHANGED_OWN_ROLE

When a User switches to a different Role.

Changed Terms and Conditions

CHANGED_TERMS

When an Administrator updates the Terms and Conditions.

Changed the default payment card

CHANGED_DEFAULT_PAYMENT_CARD

When a Card is set as the Default Payment Card.

Changed their price plan

CHANGED_BILLING_PLAN

When a Company updates their Billing Plan.

Changed their support plan

CHANGED_SUPPORT_PLAN

When a Company updates their Support Plan.

Clicked an SSO Link

CLICKED_SSO

When a User clicks a Single Sign On (SSO) link.

Client topped up

CLIENT_TOPPED_UP

When a Client tops up their Balance.

Company status set to In Arrears

AGENCY_IN_ARREARS

When a Company's status is set to In Arrears.

Company was terminated

TERMINATED_AGENCY

When a Company's status is marked as Terminated.

Copied a Role to another Branch

COPY_ROLE

When a Role is copied over to a different Branch.

Created a Broadcast

CREATED_A_BROADCAST

When an Administrator creates a Broadcast.

Created a Client

CREATED_A_CLIENT

When an Client is created.

Created a Credit Request

CREATED_PROFORMA_INVOICE

When an Administrator creates a Credit Request.

Created a Custom Field

CREATED_AN_EXTRA_ATTRIBUTE

When a Custom Field is created.

Created a deferred payment

CREATED_DEFERRED_PAYMENT

When an Administrator sets up a Deferred Payment.

Created a Job

CREATED_A_SERVICE

When a Job is created.

Created a Label

CREATED_A_LABEL

When a Label is created.

Created a Lesson

CREATED_AN_APPOINTMENT

When a Lesson is created.

Created a Location

CREATED_A_LOCATION

When a Location is created.

Created a Payout

CREATED_PAYOUT

Occurs when a Payment Order is sent and creates a payout in Telleroo.

Created a Quick Payment Credit Request

ADMIN_QUICK_PAY_PFI

When an Administrator creates a Quick Payment Credit Request.

Created a Quick Payment Invoice

ADMIN_QUICK_PAY_INVOICE

When an Administrator quick pays for an Invoice.

Created a Repeating Lesson

CREATED_A_REPEATING_APPOINTMENT

Occurs for each Lesson which is created via repeated Lessons.

Created a Report

CREATED_REPORT

When a Report is created.

Created a Student

CREATED_A_SR

When a Student is created.

Created a Subscription

CREATED_SUBSCRIPTION

When a Subscription is created.

Created a Task

CREATED_A_TASK

When an Administrator creates a Task.

Created a Tutor

CREATED_A_CONTRACTOR

When an Tutor is created.

Created Ad Hoc Charge

CREATED_ADHOC_CHARGE

When an Administrator creates an Ad Hoc Charge.

Created an Administrator

CREATED_AN_ADMINISTRATOR

When an Administrator is created.

Created an Affiliate

CREATED_AN_AGENT

When an Affiliate is created.

Created Company

CREATED_AGENCY

When a User sets up an Company on TutorCruncher.

Deleted a Broadcast

DELETED_A_BROADCAST

When an Administrator deletes a Broadcast.

Deleted a Client

DELETED_A_CLIENT

When an Client is deleted.

Deleted a Credit Request

DELETED_PROFORMA_INVOICE

When an Administrator deletes a Credit Request.

Deleted a Custom Field

DELETED_AN_EXTRA_ATTRIBUTE

When a Custom Field is deleted.

Deleted a Job

DELETED_A_SERVICE

When a Job is deleted.

Deleted a Label

DELETED_A_LABEL

When a Label is deleted.

Deleted a Lesson

DELETED_AN_APPOINTMENT

When a Lesson is deleted.

Deleted a Location

DELETED_A_LOCATION

When a Location is deleted.

Deleted a Note

DELETED_A_NOTE

When an Administrator deletes a Note.

Deleted a Review

DELETED_A_REVIEW

When an Administrator deletes a Client's Reivew.

Deleted a Student

DELETED_A_SR

When a Student is deleted.

Deleted a Subscription

DELETED_SUBSCRIPTION

When a Subscription is deleted.

Deleted a Tutor

DELETED_A_CONTRACTOR

When an Tutor is deleted.

Deleted Ad Hoc Charge

DELETED_ADHOC_CHARGE

When an Administrator creates an Ad Hoc Charge.

Deleted an Administrator

DELETED_AN_ADMINISTRATOR

When an Administrator is deleted.

Deleted an Affiliate

DELETED_AN_AGENT

When an Affiliate is deleted.

Deleted Card Details

DELETED_CARD_DETAILS

When Card Details are removed from a User.

Edited a Broadcast

EDITED_A_BROADCAST

When an Administrator edits a Broadcast.

Edited a Client

EDITED_A_CLIENT

When an Client is edited.

Edited a Credit Request

EDIT_PROFORMA_INVOICE

When an Administrator edits a Credit Request.

Edited a Custom Field

EDITED_AN_EXTRA_ATTRIBUTE

When a Custom Field is edited.

Edited a Document

EDITED_A_DOCUMENT

When a User edits a Document.

Edited a Job

EDITED_A_SERVICE

When a Job is edited.

Edited a Label

EDITED_A_LABEL

When a Label is edited.

Edited a Lesson

EDITED_AN_APPOINTMENT

When a Lesson is updated.

Edited a Lesson and all future linked Lessons

EDITED_REPEATED_APPOINTMENTS

When repeated Lessons are updated.

Edited a Location

EDITED_A_LOCATION

When a Location is edited.

Edited a Note

EDITED_A_NOTE

When an Administrator edits a Note.

Edited a Report

EDITED_REPORT

When a Report is edited.

Edited a Student

EDITED_A_SR

When a Student is edited.

Edited a Student on a Job

EDITED_SR_ON_SERVICE

When a Student on a Job is updated.

Edited a Student on a Lesson

EDITED_SR_ON_APPOINTMENT

When a Student on a Lesson is updated.

Edited a Subscription

EDITED_SUBSCRIPTION

When a Subscription is edited.

Edited a Task

EDITED_A_TASK

When an Administrator edits a Task.

Edited a Tutor

EDITED_A_CONTRACTOR

When an Tutor is edited.

Edited a Tutor on a Job

EDITED_CONTRACTOR_ON_SERVICE

When a Tutor on a Job is updated.

Edited a Tutor on a Lesson

EDITED_CONTRACTOR_ON_APPOINTMENT

When a Tutor on a Lesson is updated.

Edited Ad Hoc Charge

EDITED_ADHOC_CHARGE

When an Administrator creates an Ad Hoc Charge.

Edited an Administrator

EDITED_AN_ADMINISTRATOR

When an Administrator is edited.

Edited an Affiliate

EDITED_AN_AGENT

When an Affiliate is edited.

Edited Attended Institutions

EDITED_ATTENDED_INSTITUTIONS

When a Tutor edits their Institutions.

Edited availability

EDITED_AVAILABILITY

When a Tutor's availability is updated.

Edited Qualifications

EDITED_QUALIFICATIONS

When a User's qualifications are edited.

Edited Skills

EDITED_SKILLS

When a User's skills are edited.

Edited system settings

EDITED_SYSTEM_SETTINGS

When an Administrator makes changes to a Branch's or Company's settings.

Edited their bank details

EDITED_BANK_DETAILS

When a Client edits their Bank Account Details.

Edited their own profile

EDITED_OWN_PROFILE

When a User edits their own profile.

Edited their own Qualifications

EDITED_OWN_QUALIFICATIONS

When a User edits their own qualifications.

Edited their own Skills

EDITED_OWN_SKILLS

When a User edits their own skills.

Entered new password

PW_ENTER_NEW

When a User resets their password.

Exported accounting information

ACCOUNTING_EXPORT

When an Administrator exports a Branch's accounting information.

Exported Jobs

SERVICE_EXPORT

When an Administrator exports data about Jobs.

Exported Lessons

APPOINTMENT_EXPORT

When an Administrator exports data about Lessons.

Exported Reports

REPORTS_EXPORT

When an Administrator exports data about Reports.

Exported Users

EXPORTED_USERS

When an Administrator exports data about Users.

Generated Credit Requests

GENERATED_PFIS

When an Administrator generates Credit Requests.

Generated Invoices & Payment Orders

GENERATED_ACCOUNTING

When an Administrator generates Invoices and Payment Orders.

Imported Custom Fields

IMPORTED_EXTRA_ATTRIBUTES

When a Custom Field is imported.

Imported Users

IMPORTED_USERS

When an Administrator imports Users.

Invited a Tutor for an interview

INVITED_CONTRACTOR_FOR_INTERVIEW

When an Administrator sends a Tutor an invitation for an interview.

Logged in

LOGIN

When a User logs in.

Logged out

LOGGED_OUT

When a User logs out.

Made an Enquiry

CLIENT_ENQUIRY

When a Client makes an Enquiry.

Marked a Lesson as complete

MARKED_AN_APPOINTMENT_AS_COMPLETE

When a Lesson is marked as complete.

Marked a Payment Order as paid

MARKED_PO_AS_PAID

When an Administrator marks a Payment Order as paid.

Marked an Invoice as paid

MARKED_INVOICE_AS_PAID

When an Invoice gets marked as paid.

Marked Credit Request as paid

MARKED_PROFORMA_INVOICE_AS_PAID

When an Administrator marks a Credit Request as paid.

Moved a Client in the Pipeline

MOVED_PIPELINE_STAGE

When an Administrator moves a Client in the Client Pipeline.

Paid a Credit Request

ADMIN_PAID_PROFORMA_INVOICE

When an Administrator pays a Client's Credit Request.

Paid an Invoice

ADMIN_PAID_INVOICE

When an Administrator pays an Invoice.

Paid an Invoice from credit

PAY_INVOICE_FROM_CREDIT

When an Invoice gets paid from a Client's credit.

Paid their Credit Request

CLIENT_PAID_PROFORMA_INVOICE

When a Client pays their Credit Request.

Paid their Invoice

CLIENT_PAID_INVOICE

When a Client pays their Invoice.

Raised a Payment Order

SENT_PO

Occurs once for each Payment Order when an Administrator sends Payment Orders.

Raised an Invoice

SENT_INVOICE

Occurs once for each Invoice when an Administrator sends Invoices.

Raised Invoices

SENT_INVOICES

Occurs every time an Administrator sends Invoices.

Raised Payment Orders

SENT_POS

Occurs when an Administrator sends Payment Orders.

Recorded consent to Terms and Conditions

RECORDED_TERMS_CONSENT

When an Administrator records consent to Terms and Conditions.

Recovered a Client

RECOVERED_A_CLIENT

When a Client is recovered from the Rubbish Bin.

Recovered a Custom Field

RECOVERED_AN_EXTRA_ATTRIBUTE

When a Custom Field is recovered from the Rubbish Bin.

Recovered a Job

RECOVERED_A_SERVICE

When a Job is recovered from the Rubbish Bin.

Recovered a Lesson

RECOVERED_AN_APPOINTMENT

When a Lesson is recovered from the Rubbish Bin.

Recovered a Student

RECOVERED_A_SR

When a Student is recovered from the Rubbish Bin.

Recovered a Tutor

RECOVERED_A_CONTRACTOR

When a Tutor is recovered from the Rubbish Bin.

Recovered an Administrator

RECOVERED_AN_ADMINISTRATOR

When an Administrator is recovered from the Rubbish Bin.

Recovered an Affiliate

RECOVERED_AN_AGENT

When an Affiliate is recovered from the Rubbish Bin.

Removed a Client from a Subscription

REMOVED_CLIENT_SUBSCRIPTION

When a Client is removed from a Subscription.

Removed a Label from a Job

REMOVED_A_LABEL_FROM_A_SERVICE

When a Label is removed from a Job.

Removed a Label from a User

REMOVED_A_LABEL_FROM_A_USER

When a Label is removed from a Role/User.

Removed a Student from a Job

REMOVED_SR_FROM_SERVICE

When a Student is removed from a Job.

Removed a Student from a Lesson

REMOVED_SR_FROM_APPOINTMENT

When a Student is removed from a Lesson.

Removed a Tutor from a Job

REMOVED_CONTRACTOR_FROM_SERVICE

When a Tutor is removed from a Job.

Removed a Tutor from a Lesson

REMOVED_CONTRACTOR_FROM_APPOINTMENT

When a Tutor is removed from a Lesson.

Removed their saved bank details

REMOVED_BANK_DETAILS

When a Client removes their Bank Account Details.

Request a job

REQUESTED_A_SERVICE

When a Client requests a Job in their enquiry.

Request a tutor

REQUESTED_A_CONTRACTOR

When a Client requests a Tutor in their enquiry.

Requested a JavaScript review

REQUESTED_JS_REVIEW

When an Administrator sends his JavaScript to be reviewed.

Requested password reset email

PW_RESET_EMAIL

When a User gets sent a password reset email.

Requested their data be deleted

REQUESTED_DELETION

When a User has requested that they want their data to be deleted.

Requested tutor reviews

REQUESTED_REVIEWS

When an Administrator sends a Client a request to review a Tutor.

Resent a Payment Order

RESENT_PO

When an Administrator resends a Payment Order.

Reviewed a Tutor

CREATED_A_REVIEW

When a Client creates a Review.

Saved card details

SAVED_CARD_DETAILS

When Card Details are added to a User.

Sent a Broadcast

SENT_BROADCAST

When an Administrator sends a Broadcast.

Sent a Broadcast Preview

SENT_BROADCAST_PREVIEW

When an Administrator sends a Broadcast Preview.

Sent a Client their Lesson schedule

SENT_CLIENT_APT_SCHEDULE

When a Client is sent their Lesson Schedule.

Sent a Credit Request

SENT_PROFORMA_INVOICE

Occurs once for each Credit Request when an Administrator sends Credit Requests.

Sent a Credit Request Reminder

SENT_PROFORMA_INVOICE_REMINDER

When an Administrator sends a Credit Request Reminder.

Sent a job confirmation email to a client

SENT_SERVICE_CONFIRMATION_CLIENT

When a Job Confirmation Email is sent to a Client.

Sent a job confirmation email to a tutor

SENT_SERVICE_CONFIRMATION_CONTRACTOR

When a Job Confirmation Email is sent to a Tutor.

Sent a one off Email

SENT_ONE_OFF_EMAIL

When an Administrator sends a User a One Off Email.

Sent a Welcome Email

WELCOME_EMAIL_SENT

When a Welcome Email is sent to a User.

Sent an Invoice Reminder

SENT_INVOICE_REMINDER

When an Administrator sends an Invoice Reminder.

Sent Credit Requests

SENT_PROFORMA_INVOICES

Occurs when an Administrator sends Credit Requests.

Sent Notifications to Tutors

SENT_SERVICE_NOTIFICATIONS

When an Administrator sends Job Notifications to Tutors on the Job.

Signed up as a Client

CLIENT_SIGN_UP

When a Client signs up to the Branch.

Signed up as a Tutor

CONTRACTOR_SIGN_UP

When a Tutor signs up to the Branch.

Switched to another Branch

SWITCH_BRANCH

When a User switches to a different Branch.

Unsubscribed from emails

UNSUBSCRIBED_FROM_EMAILS

When a User opts out from receiving emails.

Uploaded a Résumé

UPLOADED_A_CV

When an Administrator or Tutor uploads a Résumé.

Voided a Payment Order

VOIDED_PO

When an Administrator voids a Payment Order.

Voided an Invoice

VOIDED_INVOICE

When an Administrator voids an Invoice.

Was asked for an automatic review for a job

REQUESTED_AUTO_REVIEW_FROM

When a Job review is requested automatically.

Was Autocharged successfully

ACCOUNTING_ITEM_AUTOCHARGED

Occurs once for each Credit Request or Invoice when they are paid via Autocharge.

Was created through the API

CONTRACTOR_WAS_CREATED_API

When a Tutor is created through the API.

Was created through the API

CLIENT_WAS_CREATED_API

When a Client is created through the API.

Was created through the API

SR_WAS_CREATED_API

When a Student is created through the API.

Was created through the API

AGENT_WAS_CREATED_API

When a Affiliate is created through the API.

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