How to create a new event

Your timeline contains a list of all the forms, files and evidence you add to your portfolio over time. Every item on the timeline is considered to be an event.

You can create a new event from anywhere in the application. Simply look for the plus + icon in the toolbar in the top right hand corner.

Clicking this will bring up a new screen which asks you to select what you would like to create.

Only forms which are configured to be initiated by your specific role will be visible. All events you select here will go onto your own timeline.

If you are looking to add an event onto someone else's timeline please first navigate to the Users list and click + Create new on the relevant user's record. Alternatively you can click the 'Someone else' button from the 'Create a new event' dashboard widget.

Once you select who you want to create the event for, you will be taken to the form to complete.

Mandatory fields are indicated by the red star icon next to the field.

Date occurred on is the date on which the piece of evidence you are recording actually occurred. For example if you are recording the outcome of a procedure that happened last week you are able to select the date on which the procedure actually took place.

End date often this is the same as the date occurred on field. However, if the event contains a relation this will be applied to the timeline owner between the start date and end date specified for this event.

Once you have completed the event section to your satisfaction you can press the Submit button. If the event type contains subsequent sections, and therefore designed to be sent on to another user of the system, you will see an invitation box at the very bottom.

Start typing the person's name or email address and the system will return any matching results. When you have chosen the person to send the form on to press the Submit button which will then return you to the timeline and update the status of the event.