Adding an Event to the Timeline

Prerequisites: You must have the 'View File' and 'Edit File' functions enabled for your role.

To add an event to the timeline:

1. In the Timeline tab, click New EventA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event.. A new event card is displayed.
2. Do the following:
   1. In the Event Title field, enter a title for the event.
   2. Click on the Date field to choose a date from the calendar.
   3. In the Time field, enter the time. Event cards without a time will be placed after (i.e. as if occurring later) event cards with specified time occurring on the same day. Event cards occurring on the same date, but without any specified time, can be moved up or down.
   4. Enter a Description of the event.
3. To add an attachment, click Add. The Add Attachment dialog is displayed (page 1).

4. Click Add Event to save the card. (To delete the card, click Discard.)

   The Event is saved in the timeline and associated attachments appear in the right panel labeled with the date and title of the event.