Participant Journeys with Upshot's Timeline Events feature (Webinar)

(Recorded May 2020)

Our Upshot Community Webinar Series features different aspects of the Upshot system in clear and easy recordings. Ideal for new users and those looking to expand their knowledge too. 

The second in the series is 'Participant Journeys with Upshot's Timeline Events feature'. 

A practical look at how Timeline Events can be added, restricted for privacy and reported on, to show the impact your projects can have on an individual’s life. 

Chapters

00:00 - Introduction 

05:50 - Adding Timeline Events to attendees 

19:02 - Adding a new Type of Timeline Event 

21:05 - Hiding Timeline Event types 

22:30 - Managing user access to existing restricted Timeline Events 

24:25 - Reporting on Timeline Events

Update

Since the recording of this webinar there have been further improvements to the Timeline Events Report, allowing users to export the data on multiple timeline events at once and view all associated data. The export will contain information such as the associated 'Projects, Activities, Outcomes and the Recording user' for each Timeline Event entry, which can be used for custom reporting as well as having inbuilt 'filters' and 'groupings' on the different tabs to aid users.