Timeline Categories

Event Timeline Categories are used to classify event timeline entries that users enter during an event, for example, audit entry, setup entry, or timeline entry. These values populate the Category drop-down menu that appears when a user clicks the Add Line Item link on the Event module's Event Details page.

To open the Timeline Categories page:

  1. Open the Administration Menu page.

  2. Under the EVENT ADMIN heading, click Timeline Categories.

ClosedAdd a Category

To add a category:

  1. In the New Timeline Category field, enter the name of the category.

    This is the value that will be displayed to users.

    Category names must be unique. If you attempt to add a category that already exists, an error message will appear. The system does not consider category names that are differentiated only by character case to be unique. For example, if you create a category named "Setup Entry", creating a category named "setup entry" is not allowed.

  2. Click ADD.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedEdit a Category

Once you have created a timeline category, you can further define it or edit it. To edit a category:

  1. In the Timeline Category field, select the category to edit.

  2. To change the name of the category, enter a value in the Rename field.

    All historical information will reflect the new value.

    Category names must be unique. If you attempt to rename an category to a name that already exists, an error message will appear. The system does not consider category names that are differentiated only by character case to be unique. For example, if the category "Setup Entry" exists, renaming a category "setup entry" is not allowed.

  3. To change the status, select a value in the Status field.

    Categories with a status of Inactive are not displayed to users. However, inactivating an category does not affect the existing events that utilize it.

  4. In the Default Flag field, select Yes to set this category as the default category.

    The default category is the one that is selected, by default, when a user crates a new timeline entry. Only one category can be set as the default.

  5. Click UPDATE.

ClosedDelete a Category

Categories that have not been used can be deleted from the system. To delete a category:

Categories that have been associated with an event cannot be deleted, but they can be inactivated to prevent users from accessing them.

  1. In the Timeline Category field, select the value to delete.

  2. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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