Timeline and Entities

New Entities

A new entity will start creating a timeline at the moment of creation. Each new entity is Live by default.

Existing Entities

An existing entity (shown in the first image below) will show each type of transaction within the Entity including the Transaction Date, Name, Event, Type of action, Description and Status. You may make changes to the Entity and amend the status by going to the Timeline (right click on transaction and select View) and clicking on the Red Transaction button at the upper right corner of the screen to bring up the Events Container. The Status of the event can now be changed to Draft.

When the top of the transaction shows a grey circle with a white line, the transaction is in draft. Click on Transaction and you can name the event in the right-hand column under the Event field Name. This is also where you can choose whether the event status is Draft  or Live.  A draft transaction will not show in the Entity Information System (EIS).  You may need to toggle to Live in the Timeline and back to Draft if the EIS shows the draft transactions. This is a temporary issue.

Advanced Transactions Editor

Sometimes users want to create something in draft form using the button and they want to see the effect on the entity. For example, adding a new Transaction, dated for today, tells the system you want to do a lot of things at once (such as creating Larry Jones as a Director). On the right-hand side, you can select Actions such as adding Officer roles and Automating.

When the top of the transaction shows a grey circle with a white line, the transaction is in draft. Click on Transaction and you can name the event in the right-hand column under the Event field Name. This is also where you can choose whether the event status is Draft or Live.