Chronology Toolbar

 

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This article will go over the functionality available in the Chronology Toolbar.

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Date Filter

Use the date filter to filter your documents by a date range. Click on the Date Filter icon to the right of the keyword filter box. Select the date range in the resulting dialog. Note that you do not need to use the calendar to select your dates; you can type them in.

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Metadata

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Sometimes you might want to review the metadata of the underlying documents in addition to the information displayed in the entries. If you want to display metadata in the entries, click on the metadata icon in the toolbar. If you want to edit the displayed fields, click the caret icon on the metadata icon, and select the desired fields in the dialog that appears.

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Events

To learn more about the Events view and creating new events, visit this article

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Versions

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If you have multiple produced versions of a single document on the platform, you can choose which version of the document to display in your Chronology and its associated Outlines using the production versions tool. To begin, click the caret on the Versions icon in the Chronology toolbar.

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This will open the prefix priority list. The prefix priority list specifies which produced version of your documents, if available, should be displayed in StoryBuilder. Choose your prioritized prefixes from the filter bar at the bottom and use the arrows, or drag and drop the prefixes, to order them from highest to lowest priority. When you are finished prioritizing your prefixes, click Submit.prefix_priority_list_2.gif

Now, for all documents referenced in your Chronology and its Outlines, the version with the highest prioritized prefix will be displayed.

To view the prefixes of the documents that were originally added to your Chronology (which may not match the prefixes of the displayed documents), click the Versions icon in the Chronology toolbar.

To use a concrete example, let’s imagine that document A has three different versions on the platform: #1.1, ABC123, and DEF123. Document B has three different versions on the platform, as well, but one of them is from a production that Document A was not a part of. The three versions of Document B on the platform are: #2.2, ABC456, and GHI456.

Let’s also imagine that the prefix priority list looks like this:

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Based on this prefix priority list, any reference to Document A will display the DEF123 version in this Chronology and its associated Outlines. Document B does not have a DEF version on the platform, but it does have an ABC version, which is the next prefix on the prefix priority list. Therefore, any reference to Document B will display its ABC456 version. Any documents with neither DEF nor ABC versions on the platform will display the control numbered version of the document.

Click “How it works” on the prefix priority list to see a visual depiction of this tool:

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Batch

Instead of applying labels entry-by-entry, you can take a batch action. Learn more about batch adding and removing labels.

You can also batch remove documents from the Chronology. To do so, select the documents you wish to remove. Click Batch, then select Remove Documents in the batch panel. Click Apply and confirm removal. 

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People

To learn more about creating people profiles, visit this article.

 

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Outlines

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StoryBuilder Outlines can be helpful for depositions, arguments, case strategy, and more. You can create an Outline straight from your Chronology if you have Create permissions on Outlines or are a project admin. To read more, see our article on StoryBuilder Outlines.

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Refresh

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If any documents have been added or removed to your Chronology since last refresh, a green star will appear over the Refresh icon. Clicking Refresh will update your Chronology with its latest changes.

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Export

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You can create a report of the Chronology entries using the Export option on the toolbar if you have Project Admin permissions (or export permissions if you don't have Project Admin permissions). Any documents currently displayed in your Chronology will be exported. This means if you have filters applied, only the filtered documents currently displayed will be exported.

On the export dialog, you can select the fields you want to include in your report; you can even include fields like Events or Issues. The export will be generated as a CSV that can be opened using a text editor or spreadsheet application. You can download the finished export from the homepage, under the “Batches and Exports” column.  

When you export documents in a Chronology and choose to include events as an export column, the resulting CSV will automatically group your documents with their events.

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Collaboration

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Chronology is meant to be used collaboratively, and multiple users can simultaneously view and edit the Chronology. If there are other users in the Chronology, corresponding user badges will appear in the upper right. You can hover over a badge to see the full user name or message the user.

If a user is editing an entry, the entry will have a color border that corresponds to the color of their user badge. You can also see the user's name in the lower left of the entry. You can still edit any entry that is being modified by another user, but you might want to wait until the other user has finished.

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Sharing

In order for users to access and modify a Chronology, they must have the proper permissions. All chronologies are accessible to all users with Admin permissions on StoryBuilder. New chronologies must be created by project admins. To share a Chronology, click on the share icon in the upper right. A dialog will appear where you can choose who you want to share the Chronology with, and what permission level the recipient(s) should have (Read, Edit, or Share and Delete).

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