Define a Timeline Search

Users with appropriate permissions can view a Timeline showing dates for the documents in the case or selected set of documents (such as a batch, folder, or search results). The Timeline provides a simple way to filter the current document set based on a date range.

In Enterprise Review, the Timeline displays on the Visual Search dashboard and Advanced Search. On the dashboard, clicking displays the Timeline across the top:

The dates presented in the Timeline example are based on the DOCUMENTDATE field. This field is populated with the dates in your case, such as calendar/email dates (Appointment Start Time, Sent Date, Date Created, Date Modified fields) and/or document dates (Date Created, Date Modified fields).

Enterprise Review looks for dates based on the fields selected by your administrator and in the order selected by your administrator. For each case document, the DOCUMENTDATE field is populated with the first date Enterprise Review finds in the field set defined by your administrator, and this is the date used in the Timeline.

Notes:

Before you begin working with the Timeline, you might want to watch the Timeline Search video.

ClosedClick here to watch the Timeline Search video

The following video provides a basic review of the Timeline Search functionality. The purpose of the video is to help you to:

Note: The video above relates to a version of Enterprise that came out before the latest release. The functionality described in the video is accurate, but the UI may have since changed.

 

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Getting Started with the Timeline

In Enterprise Review, for users with the proper permission the Timeline displays on the Visual Search dashboard above the dashboard views when clicking .

Note: Check with your administrator if you do not see the Timeline and you feel you should be seeing/using it.

To work with the Timeline:

  1. Open the required case. If required, open a batch, perform a search, or open a folder to list the documents of interest.

  2. Expand the Timeline, if required, by clicking next to Timeline.

  3. Determine the date range you need to view:

    • Review the Timeline, which initially shows the complete date range for the selected document set.

    • Review the documents in the document set.

  4. Continue with any of the following procedures to work with the Timeline.

Enter/Select Timeline Dates

To change the date range by entering or selecting the dates of interest:

  1. Complete Getting Started with the Timeline.

  2. The search Field drop-down menu and Filter Dates fields are at the top of the Timeline. The left field is the starting date and the right field is the ending date. Either enter or select the required dates in these fields.

    Notes:

    • To enter dates, use the format MM-DD-YYYY.

    • To select a date from a calendar, click the calendar icon and the date of interest. Use the arrow buttons in the calendar heading to scroll backward or forward one month at a time.

    • To reset the Timeline entries, click .

    In the previous example, the date range entered is for the years 2001 - 2008. Once a range is entered, it is indicated on the Timeline, as previously shown.

  3. Optional: Select the Include Empty and Invalid dates option to include into the document set documents that contain date problems. This option affects only the documents listed in the case table; it does not affect the Timeline.

    Notes:

    • The Timeline changes to show only the details in the selected range, and the case table lists only the documents that contain dates within the range.

    • The Timeline’s start/end dates match the actual starting and ending dates of the range, if the dates differ from the dates you entered.

  4. Review the Timeline and documents that correspond to the date range.

Select Range by Dragging in the Timeline

Instead of (or in addition to) entering/selecting dates, you can drag in the Timeline as follows:

  1. Complete Getting Started with the Timeline.

  2. Point to the Timeline in the general area you want to select, and click and hold the left mouse button.

  3. Drag right or left as required to define the range of interest. When you stop dragging (release the mouse button), the selected range will be shown as a bar in the Timeline, for example:

  4. If the range is incorrect, you can change the start and end dates in the search Field drop-down menu and Filter Dates fields above the Timeline. Or, you can click and drag again to further narrow the date range.

  5. Optional: Select the Include Empty & Invalid Dates option to include into the document set documents that contain date problems. This option affects only the documents listed in the case table; it does not affect the Timeline.

  6. The Timeline changes to show only the details in the selected range, and the case table lists only the documents that contain dates within the range.

  7. Review the Timeline and documents that correspond to the date range.

Reset the Timeline

After the Timeline is modified, it can be reset to match the original (entire) document set—simply click .

Define the Timeline Search

Note: A Timeline search can also be defined on the Advanced Search tab. See Define an Advanced Search.

To define a Timeline search:

  1. Complete the "Create an Advanced Search" procedure in Workflow: Review a Case.

  2. Select the date field on which the search is to be based. All Date and DateTime fields are available for selection. In the previous figure, the Date field is selected.

  3. Enter the starting and ending dates of interest or click to select the required dates.

  4. Note: When you change dates in the Timeline section of the Visual Search dashboard or Advanced Search, all subsequent search criteria entered in either the Visual Search dashboard or Advanced Search will pull only documents from the selected date range. You may click if you want to sevarch outside of the specified date range.

  5. To include into the document set documents that contain date problems, select the Include Empty/Invalid Dates option. This option affects only the documents listed in the search results (case table); it does not affect the Timeline.

  6. Complete your Advanced Search definition as required. For more information on how to define and run an advanced search, go to Define an Advanced Search .

 

Related pages:

Define an Advanced Search

Define a Visual Search