Table of Contents:
This article will go over the functionality available in the Chronology Toolbar.
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.
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.
Toggling on the events view allows you to see the document entries in chronological order (either ascending or descending), along with markers showing the events that you've created in your Chronology. The events view can help you contextualize how documents are related to particular events, and how events are related to each other. To learn more about creating event labels, which can be applied to documents that fall within that event date range, access this article.
To toggle the events view on, first sort the table by descending or ascending date order (use Date rather than Date Added). Then, click the Events icon in the toolbar.
Blue event heads and markers will appear in the central table of entries. See below for a visual of Chronology documents organized by events:
- The head of an event. Shows the event name, date range, description, and annotation of relevance. Click on any field to edit.
- The event marker which spans the total number of documents that fall within the date range of the event. This only shows up if there are documents that fall within the range of a particular event. Otherwise, only the head of an event will appear.
Entries that fall outside of a date range for an event can still be labeled with the event. For example, some documents might be related to an event, but were not generated during the time range of the actual event. However, only documents that fall within the time range of an event will appear within the event marker, including documents that are not labeled with the event.
Note that the length of event markers are proportional to the number of documents that fall within an event, and not the natural length of the event. For example, an event that lasts 2 days with 20 documents will have a longer event marker than an event that lasts 30 days with only 5 documents.
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.
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.
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:
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:
Instead of applying labels entry-by-entry, you can take a batch action. First, select the entries you want to affect using the checkboxes in the upper left of each entry (by default, all entries in the table are selected). Then, click the Batch icon in the toolbar (or the spacebar on your keyboard) to pull up the batch panel. To batch add labels, click on them once so that they are in the Add category. To batch remove labels, click on them twice so that they are in the Remove category. You can add and remove labels in a single batch action. You can also batch modify the date of the selected entries, or batch remove the entries from the Chronology. Click Apply when you are finished making your selections.
People labels allow you to document details related to people involved in your case. The format is fairly flexible, so you can apply this functionality in a variety of ways. Perhaps you need to keep tabs on individuals involved on your side or the opposing side of a deposition. You may also want to identify how some people involved in your case are professionally connected to other people. You can add a person profile from the label panel or the People icon in the top toolbar.
When adding a new profile, a dialog box will appear that allows you to add a series of information about that person.
Here is the possible information that you can document about an individual:
- Profile picture
- Email address(es)
- Any social media links related to the person, such as Facebook or LinkedIn
- Additional notes
- Associated Outline(s)
- Work History - You can list multiple jobs and include the following job details for each job
- Years at role
- Reports to...
- Works alongside...
- Email addresses at the job
By clicking on “+New job” within an individual profile, you can provide a detailed work history. Each job can be associated with a date range, email address, and other people in the Chronology. To include a name or email address, simply type it into the input box within the appropriate field - such as “Works alongside.”
If you have any other names, in fields such as “reports to” and “works alongside” in other people profiles, you can easily add them to the profile you are creating via a dropdown menu.
Once you have added a label to the label panel, you can apply it to your documents.
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.
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.
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). 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.
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.
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).