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The Timeline page contains a list of events in the case file relevant to the management and progress of the case. Events may include creation, deletion, modification, and other actions related to appointments, critical comments, documents, medical records, negotiations, notes, settlements, staff members, case statuses, and tasks. The events listed in the Timeline are added automatically by the SmartAdvocate system and cannot be directly edited or deleted. The Timeline consists of a single table with the following columns:

The Structure of the Page:

  1. Date: The date the event occurred (or will occur, if the event is a future appointment).

  2. Event: The type of the event.

  3. Staff: The staff member who caused the event.

  4. Description: A description of the event.

  5. Actions: if the event relates to a document, photograph, or emails, the column contains an Open icon; clicking the icon will open the associated document, photograph, or email. Otherwise, the column is empty.

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