Using the activity stream in Information Request Administration

concept australia Updated Sep 10, 2026 2 min read psds-ir-playbooks-using-activity-stream.md
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You can access the activity stream in the contextual side panel in Public Sector Workspace after you create an information request record using the Information Request Administration. The activity stream enables you to communicate with requesters and make internal notes about the work that is done on a record, making it easier to relay and track information.

Using the activity stream

You can use an activity stream to communicate with requesters and track information on a record. The activity stream updates when the current activity in the playbook is updated.

You can access the activity stream by selecting the activity stream icon ([Omitted image "contextual-side-panel-activity-stream.jpg"] Alt text: Activity stream icon.) in the contextual side panel.

Agent tasks in the activity stream

The following table lists the tasks that you can do in the activity stream.

Task

Description

View posts for the case or case task

Current activity in the playbook work area that determines the information that is displayed in the activity stream.

Scroll through the posts in the Activity section to view the case or task information.

At the top of the activity stream, select Case or Task to switch views.

Add work notes or comments

In the Compose section:

  1. Select the Work notes or Comments activity.
  2. Add the information to the text field.
  3. Select Post Work Notes or Post Comments.

The post is added to the Activity section. Internal work notes are private and are only visible to other agents. External comments are visible to agents and requesters.

Filter or search posts

At the top of the Activity section, select the filter icon ([Omitted image "contextual-side-panel-filter-posts.png"] Alt text: Open filters icon.) to display the filter selections:

  • Post types: Select the types of posts to view, such as the work notes or attachments.
  • Field changes: Select the fields that you want to view the posts for in only those fields.
  • Flagged: Enable this button to view the posts that have been flagged as important.
  • Filter sets: Select two or more filters in this list.

Search all activity posts by selecting the search icon ([Omitted image "activity-stream-search-icon-psds.png"] Alt text: Search bar icon.).

Sort posts

Sort the posts by the newest to the oldest or the oldest to the newest posts by selecting the sort icon ([Omitted image "contextual-side-panel-sort-posts.png"] Alt text: Sort icon.)

Expand and collapse posts

Expand and collapse posts by selecting the more options icon ([Omitted image "contextual-side-panel-more-options.png"] Alt text: More options icon.):- Expand all posts: Expands the posts to view additional details.

  • Collapse all posts: Returns the posts to their previous state.
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