What are Trails?
Trails are a log of all significant events within Clava. Think of it as a detailed audit trail, recording everything from general entries and class check-ins to membership updates and self check-ins. This feature is located under Settings > Miscellaneous > Trails.
What Information is Recorded in Trails?
Each entry in the Trails list provides a snapshot of an event, including:
Date: The date and time the event occurred.
Event Type: The type of event, such as "General Entry," "Class Check-in," or "Membership Purchase."
Check-in Method: Whether the event was a "Self Check-in" or processed by a "Front Desk Operator."
Customer Name: The name of the customer involved in the event.
Family Members (Juniors): If applicable, lists any junior family members associated with the event.
Operator: The name of the operator who processed the event (if applicable).
Viewing Detailed Trail Information
Clicking on any entry in the Trails list reveals more specific information, categorised as follows:
Details: This section provides specific data related to the event, which may include:
book_as: (Explanation of what this signifies - e.g., Booking type)location: The location where the event occurred (e.g., Wandsworth).location_id: The unique identifier for the location.checked_into: (Explanation - e.g., Specific class or area checked into)membership_id: The ID of the membership used (if applicable).session_credit_id: The ID of the session credit used (if applicable).
Customer Information: This section displays details about the customer involved:
Customer Name
Email
Age
Customer Code
Date of Registration
Who Can Access and Manage Trails?
Only permitted admin users have access to the Trails feature. Admins can:
View Trails: Browse and search the complete history of events.
View Detailed Information: Click on individual entries to see comprehensive event details and customer information.
Delete Trails: Admins have the ability to delete trail entries. (Caution: Deleting trails is a permanent action and should be done with care.
Why are Trails Important?
Trails are a valuable tool for:
Auditing: Tracking events for compliance and accountability.
Reporting: Generating reports on customer activity and operational performance.
Troubleshooting: Investigating issues and identifying the root cause of problems.
Customer Service: Providing better support by accessing historical customer data.
Data Analysis: Identifying trends and patterns in customer behaviour.
Best Practices for Using Trails
Regular Review: Periodically review the Trails log to identify any unusual activity.
Data Security: Protect access to the Trails feature to ensure data integrity and confidentiality.
Data Retention: Establish a policy for how long trail data is retained.
Frequently Asked Questions (FAQs)
Q: Can I search for specific events in the Trails?
Yes, you can search by names
Q: Can I export the Trails data?
Not at present
Q: How often is the Trails data updated?
Trails are updated everytime an action takes place within Clava - currently recording general entries and class check-ins
Contacting Support
If you have any questions or require further assistance with the Trails feature, please contact our support team.