Activity Log entries are permanent and remain available even if the channel is edited or its status changes later. By preserving historical actions, actors, timestamps, and status transitions, the Activity Log provides a reliable record for reviewing channel history, validating operational processes, and supporting audit requirements.

Completed task reports and visitation records remain accessible even if the associated channel later changes status, such as becoming inactive or rejected. This ensures your historical records stay intact for reference and reporting purposes, while active tasks continue to follow the channel's current operational status.

After a form is assigned, employees receive tasks according to the configured channel scope, employee scope, and first-visit settings. Changes to these assignments apply only to future eligible visits, ensuring completed visits and submitted reports remain unchanged while future task availability follows the latest configuration.

Once the form configuration is saved, future eligible mobile-created channels automatically inherit the assignment without additional setup. Employees will see the assigned forms when they are allowed to access the channel according to its status and assignment rules, providing a consistent task experience while reducing administrative effort and keeping form assignments up to date.

During a transition, channel status, ongoing visits, and completed visit history are preserved to ensure continuity in your daily operations. Only channel visibility and KPI participation are updated based on your current assignment, allowing the system to maintain accurate journey planning and performance tracking without losing previously recorded data.

Unplanned channels do not contribute to PJP targets, completion indicators, or KPI achievement unless they are manually added to your PJP group by an administrator. This behavior helps maintain accurate performance measurements while still allowing you to capture new business opportunities and complete visits outside your planned schedule.

Unplanned channels remain separate from scheduled PJP visits unless they are later added to your journey plan by an administrator. This ensures that you can continue recording new business opportunities without disrupting your planned schedule or visitation workflow, while keeping channel visibility aligned with your current assignment and operational status.

Task completion, draft saving, submission, target tracking, and check-out all follow the same behavior as visits to other channels. Even if a channel's status changes after your visit begins, completed visits and submitted task reports remain available in your history, ensuring that operational records are retained for future reference and reporting.

Before a visit begins, the system verifies that the channel is available based on its current status and your access permissions. Once check-in is successful, the visit follows the standard visitation workflow, including all configured policy requirements such as location verification and other mandatory validations. This ensures that visits to mobile-created channels remain consistent with your organization's standard visitation process.

After a channel is rejected, it is no longer available for operational activities and cannot be used in visits or other channel-related processes. The creator loses access to the channel in the mobile app, while the rejection details, including the reason and approval history, remain available in the Client Portal for auditing. This ensures that channel requests are managed consistently while preserving a complete record of every approval decision.

After approval, the channel is removed from the Pending Approval queue and behaves like any other active channel. The creator remains assigned to the channel, employees with ALL channel assignments automatically gain access, and employees with Specific assignments receive access only if they are explicitly assigned. The approval activity is recorded in the system log for auditing purposes, ensuring that channel availability and assignment changes can always be traced.

Before a pending channel is approved, the employee who created it cannot use the channel for visitation, and it does not appear as an active channel within the mobile application. The channel remains unavailable until an administrator completes the review process, ensuring that only approved channel data can be used in daily operations.

From the Client Portal, administrators can review pending channel requests, inspect the submitted information, and decide whether to approve or reject each request. During this period, the channel remains in a read-only state, and all review activities are recorded in the Activity Log to provide a transparent audit trail.

Understanding how pending channels behave helps both employees and administrators know what to expect during the review process. This controlled workflow helps maintain data quality while ensuring that only verified channels become available for assignments and visitation activities.

When Auto Approval is enabled, the channel is activated automatically and is immediately available for visitation. The employee who created the channel can access it right away, while employees assigned to all channels also receive access automatically. Employees assigned only to specific channels will not receive the newly created channel unless they are the creator, ensuring that channel visibility continues to follow the configured assignment rules.

From the Client Portal, administrators can verify that the channel was created and approved automatically through the Activity Log. The system records both the channel creation and the automatic approval, providing a complete audit trail. The updated channel assignment is also reflected in the relevant employee and channel details, allowing administrators to confirm that visibility and assignments have been applied correctly.

Auto Approval streamlines the channel creation process by making new channels available immediately while maintaining system transparency through automatic activity logs and assignment updates. Understanding this behavior helps both administrators and employees know when a channel is ready for use and how access is determined across different assignment types.

Understanding the Channel List is important for maintaining accurate and up-to-date channel information across your organization. Status indicators, source information, and search tools make it easier to identify channels at different stages of their lifecycle, from pending review to active use. Depending on a channel's status, administrators may be able to edit its details or review submitted information in a read-only format, ensuring that channel management remains controlled and transparent.

Approving a channel activates it and makes it available within the channel database, while rejecting a channel prevents it from being used and records the reason for future reference. All approval and rejection activities are logged for audit purposes, providing clear visibility into who performed each action and when it occurred. The system also includes safeguards for concurrent updates, helping ensure that channel status changes remain accurate and consistent across users.