Adding Timeline Events to participants profiles

Timeline events can be added to an individual attendee directly from their participant profile, or one or more individuals via a Session Register.

• Adding Timeline Events to an Individual Attendee
• Adding Timeline Events from a Session Register

Adding Timeline Events to an Individual Attendee

To view an attendee’s profile, simply type their name in the search bar at the top right of the page and click on their name when it appears. Alternatively click on the attendee’s name within a register.

When viewing an attendee’s profile, you can see their timeline by clicking on Timeline.

Once you have chosen which event you want to add, you will have the option to add a few more details, this could be text or numbers. 

There may be a second subset of options that allows you to be more specific about this event. For example for Referred to you would get the option to select who they were referred to in a second list.

The timeline event example on the next page shows that for Accreditations, you can specify the accreditation they have achieved, the day they achieved it and the expiry date (if necessary). You can also add notes to the event. These additional notes can give context and detail and are really helpful when building up this case study for an individual. There are a variety of formatting options allowing you to highlight different parts of the text.

You can also choose to associate the timeline events with a specific project, activity and/or outcome if relevant for reporting purposes.

Adding Timeline Events from a Session Register

You can also add timeline events from a session for individuals or multiple attendees. This can be done from a session register.

You will be presented with the list of Timeline Events. Once selected the following pop up screen will appear:

Once you have finished click Save.

You can Edit or Delete specific timeline events from attendees’ profiles if necessary.