Introduction

The chronology records all the actions undertaken on a case. Including scheduled tasks completed in the worklist and ad-hoc activities such as adding participants, adding comments, updating key facts on the case, or updating Key Dates, amongst others.

The chronology portal view helps track these events and see further information about each event.

You can filter and sort data – for example, use the date filter to filter events that have happened within a specific timeframe. You can also use a simple <ctl> f to use your browser's find capability to search for a document title.

This portal view is available from the left-hand menu.

The portal view is divided into two areas:

• Time Focus, on the left-hand side, are a set of filters that allow you to filter the entries in the timeline.
• Chronology, on the right-hand side, is the timeline containing a list of all recorded events undertaken on a case. 

Editing Titles and Tags

Chronology titles and tags can be edited, provided the user has the ShareDo - Update permission. Whether or not the chronology type allows editing is configured in the Chronology Global Feature.

To edit the title, click the pen icon that appears when you hover over it. You can undo your edit by clicking the undo icon.

To add or delete a tag, use the icon in the entry's bottom border.

Chronology Timeline

The timeline is sorted by the most recent entries first. Entries are grouped by day and expanded/compressed using the arrow and circle icons.

The entry's title is a summary of the change, and for some chronology types, it is built dynamically, e.g. a Key Date chronology shows the date/time that was set.

The chronology type is shown as a colour-coded label, e.g. the entries in the image above are email types. If the chronology relates to another case, depending on your implementation and the entry type, there is a breadcrumb next to the label. Clicking an item on this breadcrumb opens the related item (again, depending on your implementation). The breadcrumb's first item is a link to the main item of work, e.g. a case. Clicking on this link will open a blade containing the case’s Key Facts.

The make private/public and delete action icons appear when you move the mouse over the entry card. The delete icon will only be available when the user has the correct permissions assigned to them. 

At the bottom right of each entry is a date/time stamp showing when the action was undertaken.

Entries that can be expanded (depending on the chronology point of interest type) have an > icon to their right. Clicking anywhere inside a chronology entry will open a blade specific to the event type. E.g. a Document, Milestone or Comments blade.

The layout and content of each entry will also vary according to the type of event undertaken. E.g. the Document Generation chronology event allows you to add a comment to the event. The following are some of the more common properties found in the chronology.

Document Properties

• The entry heading shows the person who created the document, followed by the document's recipient (e.g. a letter).
  
• The main panel shows details of the document that was created.
  Clicking on the bottom Documents entry will open the documents blade, allowing you to view the document.
  
• The current status of the document preparation is shown on the top right.
  Remember that the chronology shows all actions undertaken, regardless of their current status. It doesn't just show completed activities.
  
• The users can add a comment to the document generation event, which is then available when they open the event blade.
  

Email Properties

The key details of the email are presented, including the first two lines of the email body. Click any attachments to open them. Click Show more to view the entire email. The status of the email is shown in the top right corner.

Other common event types 

Task Milestone A description of the task itself, followed by the phase of the task it moved to (and, in smaller letters, the phase it was moved from).
Case Milestone The name of the Milestone that was passed
Form Field Update Details of the fields changed by a user on the Key Facts blade.

Filtering the Chronology 

Use the following options to filter the entries in the timeline.

Time Focus A chart showing the number of events recorded per date – the higher the bar, the more events were recorded.  The arrows at the foot of the chart denote the from/to dates of all the entries. Glide the upper arrow (from) and the lower blue arrow (to) left and right to restrict the date range.
Details When the user ticks the Show child entries checkbox, all the entries for both the parent case and any child cases linked to this parent case are displayed. When the user ticks the Show public view checkbox, private entries are hidden.
Participants Lists any Participants linked to the case.  Filter the timeline entries by clicking the appropriate participant(s).
Tags Lists any tags linked to the case.  Filter the timeline entries by clicking the appropriate tag(s).
Points of Interest A pre-defined list of all the possible events undertaken within ShareDo. Filter the entries by ticking the appropriate checkbox.