Timeline zones show when significant events have occurred in the past and when significant events will occur in the future. For example, a timeline can show when payments and forms have been received for a taxpayer.
The topics in this section describe the rich functionality available in timeline zones.
Your implementation team controls the number and type of timeline zones you see on this page. Refer to Configuring Timeline Zones for how to add and change timeline zones.
The following illustration highlights the various elements in a timeline zone. These elements are described in the remaining topics.
You can click the controls at the top of a timeline zone to change the date-range of the zone's information:
The following points describe how to use these controls:
To reposition the timeline to a specific date, selected the desired month and year and click the search button.
To go back one year, click the double-left arrow.
To go back one month, click the single-left arrow.
To go to today, click the red line (between the arrows).
To go forward one month, click the single-right arrow.
To go forward one year, click the double-right arrow.
A timeline zone has one or more "lines" that show when significant events have occurred. For example, you can set up a timeline zone that has two lines: one that shows when payments have been received from a taxpayer, and another that shows when forms have been received from he taxpayer. Your implementation team controls the number and type of lines by configuring the timeline zone accordingly.
Each line on a timeline may contain zero or more events where each event shows the date when the event occurs. For example, the tax form line in a timeline has a separate event for every tax form received for the taxpayer. Each line's description contains the number of events on the line.
If a line has more events than can fit onto a timeline, the line will show the first "chunk" of events and a message will appear in the "more info area" explaining that some events have been truncated. If this happens and the truncated events are in a latter period, you can reposition the timeline's base period to show the truncated events. Refer to the You Can Move Through Time section above for more information
Your implementation team can configure the timeline so different types of events have different visual representations. For example, a timeline that shows when audit cases have occurred can use different colors and/or icons to visually differentiate between fraud related audit cases vs. other types of audit cases.
If you hover the mouse over an event, hover text appears. Each type of event can have different hover text. For example, the hover text for an audit case shows significant dates in the audit case's lifecycle (e.g., when it was created, and when it was closed).
When you click on an event, additional information appears in the zone's detail area (at the bottom of the zone). The following information may appear:
The event's common "information string" appears. For example, if you click on a tax form event, the tax form's information string appears. This information is hyperlinked to allow for easy access to the transaction on which the object is maintained.
Additional information may appear. This is dependent on the particular timeline algorithm. Refer to each timeline algorithm's description to find out if additional information appears in the detail area under any conditions.
If the algorithm has configured BPA scripts that can be executed to perform business processes on the object, the BPA script description appears prefixed with a "wizard's hat" icon.
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