Information in your case is constantly updating. When Traverse reads content for a case, it extracts events from those content items and provides you with a chronological list of those events (as part of the Case discovery feature access).
Event types include legal events (like court hearings), medical events (like emergency room visits), and transition events (like placements) that Traverse thinks are relevant to your case.
To interact with events
From a case page, select the Discovery tab to view the Events panel.
The Discovered events section displays events associated with that case.
Here's what you can do with the full list of events:
Click on an event in the table to view the associated content item.
Filter by date or event type in the left panel.
Add to timeline.
When new content is connected to the case, Traverse lets you know new events can be discovered. After clicking the Discover new events button, you can navigate away and return later to view the results.
To interact with event timelines
Timelines are accessed from the Events section of a case. You'll see any timelines you've added in Event timelines above Discovered events.
To create a new timeline, select +New timeline, give your timeline a name and save. Automatically added to each timeline are Case detail events (when a case opens or closes or when an assigned worker is added or removed).
Add Discovered events to a timeline by clicking +Add to timeline. Modify the event information if needed and save to add to your timeline. You can add other events by clicking the +New event button when viewing your timeline.
Here's what you can do when viewing your timeline:
Edit or delete any event from your timeline. If you delete a Discovered event from your timeline, it will return to the Discovered events section.
Edit the timeline name or delete the timeline.
Create a new event.
Export your timeline as a PDF file. You can quickly upload the exported timeline as content to the case, person, or organization.