# Review member history

> PositiveForm guide · Members · MEM-005
> Canonical page: https://positiveform.com/guides/members/review-member-history/
> This Markdown: https://positiveform.com/guides/members/review-member-history.md

**Summary:** Review a member timeline and filter attendance or notes. The member timeline loads in reverse chronological context and can be filtered without losing the…  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `organization.membership`  
**Where in PositiveForm:** `/members/:memberId/history`  
**Status:** Draft: not yet verified against a deployed PositiveForm build. Labels may differ.

> Draft: this guide describes the member profile redesign at docs/plans/2026-08-25-member-profile-redesign, where History is rebucketed into Check-ins, Programs, Rank, Billing, and Account, and notes move to Details. It has not yet been replayed against the deployed demo.

## Who this is for

This guide is for **any staff member** who needs to know what actually
happened with a member: when they last trained, when their rank or
enrollment changed, what a colleague noted, and in what order.

Everyone with a staff login can read this. It is the record you reach for
when somebody says "but I thought" and you need to know rather than guess.

## Before you begin

- Open the right member first. The history is theirs alone.
- Know that notes are written and read on **Details**, not here; see
  [Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile/). History only records that a note was
  added, never its text.

## Steps

1. Click **Members** in the left navigation, click the person, then click the
   **History** tab.
2. Read the timeline. Entries are newest first, so what happened most
   recently is what you see without scrolling.
3. Narrow it with the chips across the top:
   - **All** shows everything, which is where the tab opens.
   - **Check-ins** shows attendance.
   - **Programs** shows enrollment changes.
   - **Rank** shows promotions.
   - **Billing** shows charges and subscription events.
   - **Account** shows everything else: a note was added, a profile edit, a
     consent change, a waiver going on file, a portal sign-in, or the record
     being created.
4. A bookmarked `?type=attendance` or `?type=notes` link still works:
   `attendance` opens **Check-ins**, and `notes` opens **Account**, since a
   note-added entry is one of the events it groups.

## Expected outcome

The timeline loads newest first for this member, and a chip narrows it
without taking you off their record. You stay in their workspace the whole
time, so the name in the header is always the person you are reading about.

A note added on **Details** appears here as **Note added** under **Account**,
without repeating the text; open **Details** to read it. Check-in entries
match what attendance recorded; see
[Check in from a member workspace](https://positiveform.com/guides/attendance/member-check-in/).

A member with nothing recorded yet says so plainly, rather than showing an
empty table you might mistake for a loading failure.

## Recovery

If the history looks empty, check the chip before concluding there is
nothing. **Rank** on a member who has never been promoted shows nothing, and
that is correct.

If an expected check-in is missing, the attendance was not recorded, or was
recorded against a different person. Confirm the name in the header, then
check the class it should have been on.

If a note you just added is not showing as **Note added** under **Account**,
reload the page. If it is still missing, it did not save; write it again from
**Details**.

If you cannot see entries you expect a colleague can, your access carries
fewer permissions than theirs. Protected details are hidden rather than
blanked, so ask an organization owner rather than assuming the record is
incomplete.

## Related guides

- [Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile/) — the profile these entries belong
  to, and where notes are read and written.
- [Check in from a member workspace](https://positiveform.com/guides/attendance/member-check-in/) — the check-in that produces the
  attendance entries.

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Source: PositiveForm customer guides, https://positiveform.com/guides/. 
Every guide as one file for AI assistants: https://positiveform.com/llms-full.txt. 
Guide index: https://positiveform.com/llms.txt.