Creating and Editing Events in TrialLine
Hello, this is Leb from TrialLine and today I’m going to show you how to create and edit events in your TrialLine.
Once you've created a new TrialLine, the next step is to start adding events and fact entries to it.
Creating New Events
There are two places where you can choose to start adding events. The first is in the relative view, using the 'New Event' button in the sidebar menu on the right side of the screen.
The other is from the 'List View', using the 'New Event' button that is to the very left of the menu.
The Event Editor Window
Clicking the 'New Event' button in either place will open the 'Event Editor Window', and this is where you'll add all of the relevant information for your event, and attach documents.
The event editor window has five different tabs where you can provide information.
General
The ‘General’ tab is where you’ll enter in the basic information for your event. Fields that have an asterisk next to them are required fields, so please be aware that you must enter in a ‘Title’, ‘Start Date’ and ‘Category’ for your event, otherwise it will not display in your TrialLine.
You can also choose to add an end date, time entries, assign a category by choosing from existing categories, or by creating a new category, list bates and exhibit numbers, and also choose whether or not you want to display a thumbnail for the event. You can upload custom thumbnails, just be aware that, for best results, we recommend that your custom thumbnail images be at least 200 x 200 pixels.
Provider Details
The ‘Provider Details’ tab allows you to enter in medical provider details including facility name, address and contact information, as well as provider specific information. You can also attach medical records and other files here.
Add Media
The ‘Add Media’ tab is where you’ll add supporting documents and other files directly to a specific event.
You can drag and drop files in, select them from your computer or choose from existing files stored in your company or case file library.
TrialLine supports all common file types, even video and image files, and you can also link to a YouTube video here as well.
Add Tags
The ‘Add Tags’ section enables you to attach tags to your event, which you can then use to sort and filter out the events that are displaying on your TrialLine. Simply type in your tag and click the ‘Add Tag’ button. You can attach as many tags as you like.
Notes
The ‘Notes’ section allows you to add additional information, be it notes to yourself or others, or information that you don’t want to include in the description, for whatever reason.
Please be aware that notes will not be visible in shared or saved views, only in the standard relative view.
Once you have added all of the relevant information, click the 'Save changes' button at the bottom of the window, and your event will now be displayed on your TrialLine.
You can also choose to populate the events on your TrialLine by uploading the event data from a spreadsheet. Take a look at our blog for more information, or check out the video tutorial we made covering that, on our YouTube channel.
And that is how you create and edit events in TrialLine.
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