Timeline Categories

To add a timeline category:

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

   This is the value that will be displayed to users.

   Timeline category names must be unique. If you attempt to add a timeline category that already exists, an error message will appear. The system does not consider timeline category names that are differentiated only by character case or spaces to be unique. For example, if you create a timeline category named "Clean Up", creating a timeline category named "clean up" or " Cleanup " is not allowed.

2. Click ADD.

   A dialog box opens asking you to confirm your choice.

3. Click OK.

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

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

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

   All historical information will reflect the new value.

   Timeline category names must be unique. If you attempt to rename a timeline category to a name that already exists, an error message will appear. The system does not consider timeline category names that are differentiated only by character case or spaces to be unique. For example, if the timeline category "Clean Up" exists, renaming a timeline category "clean up" or " Cleanup" is not allowed.

3. To change the display order, enter a value in the Tab Order field.

   The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

4. To change the status, select a value from the Status field.

   Timeline categories with a status of Inactive are not displayed to users. However, inactivating a timeline category does not affect the existing incidents that utilize it.

5. Select a value in the Default Flag field.

   Selecting Yes makes this timeline category the default category for all incidents. Only one a timeline category can be the default.

6. Click UPDATE.

Timeline Categories that have not been used can be deleted from the system.

Timeline categories that have been associated with incidents cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete a timeline category:

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.