This article covers the tasks you can perform on created chronologies. For an overview of what chronologies are, their statuses, and how access works, see Understand case chronologies.
Create a chronology
Open the relevant person record.
Navigate to the Case chronology section.
Click Create chronology.
Enter a Title for the chronology.
Select which columns to include: Age, Source, Description, Analysis.
Add events to the chronology.
Click Save.
⚠️Important: You need the Chronology Edit and Chronology CC permissions to create a chronology.
Add and manage events
Each event has a date range, category, source, description, and analysis. The fields available depend on the column visibility settings you chose when creating the chronology.
You can also copy events from one chronology to another:
Open the chronology you want to copy events into.
Click Copy events.
Select the events from the source chronology.
Click Copy.
📌Note: At least one event must be selected when copying.
Finish a chronology
Open the chronology.
Click Finish.
The status changes to Finished and the finished date is recorded.
📌Note: A chronology that is already finished cannot be finished again. You must reopen it first.
Reopen a chronology
Open the finished chronology.
Click Reopen.
The status changes to Reopened and you can continue editing.
⚠️Important: You need the Chronology Reopen or Chronology Admin permission.
Copy a chronology
You can duplicate an entire chronology, including all its events.
Open the chronology you want to copy.
Click Copy chronology.
A new chronology is created with the same title, settings, and events.
Reassign a chronology
Open the chronology.
Click Reassign.
Search for and select the new worker.
Click Confirm.
The new worker must have the required chronology permissions and must not have a restriction against the person. Their current team is automatically assigned as the responsible team.
📌Note: The worker you are assigning to must have a current team.
Update a chronology title
Open the chronology.
Click Edit title.
Enter the new title (up to 100 characters).
Click Save.
Delete a chronology
Open the chronology.
Click Delete.
Confirm the deletion.
⚠️Warning: Deleting a chronology permanently removes it along with all its events and worker access records. This cannot be undone.
Export a chronology
Export to Word
Open the chronology.
Click Export to Word.
A Word document is generated and downloaded.
⚠️Important: You need the Chronology Word Export permission.
Export to PDF
Open the chronology.
Click Export to PDF.
Optionally, choose whether to include the audit trail view.
A PDF is generated and downloaded.
Export all chronologies as a ZIP
Navigate to the person's chronology list.
Click Export all to ZIP.
A ZIP file is generated containing a PDF for each chronology and a summary file.
📌Note: If any individual exports fail, the summary file lists both successfully exported and failed chronologies.