Storyline Timeline

The Storyline Timeline is a cross-module event visualization that shows the complete history of quality events in chronological order. It connects documents, deviations, CAPAs, audits, version changes, and signatures into a unified narrative, making it easy to trace the full lifecycle of quality events and their relationships.

Overview

The timeline displays events as a vertical list of cards. Each event includes contextual information such as the actor who performed the action, severity/priority levels, timestamps, and expandable metadata.

Event Types

The timeline aggregates six types of events, each with a distinct icon:

Icon	Type	Description
Document	document	Document creation, updates, approvals
Warning	deviation	Deviation reports and resolutions
Tool	capa	CAPA creation, actions, effectiveness reviews
Search	audit	Audit scheduling, findings, closures
Clipboard	version	Document version changes
Pen	signature	Electronic signature events

Filtering

Use the filter buttons above the timeline to show only specific event types:

• Click an event type button to toggle it on/off
• Multiple filters can be active simultaneously (showing events matching any selected type)
• When no filters are active, all events are displayed
• Click Clear All to remove all active filters

Sorting

Toggle between two sort orders using the sort button:

• Chronological — oldest events first
• Reverse — newest events first (most recent at top)

Event Cards

Each event card displays:

• Event icon with a colored background circle
• Event title — the action that occurred
• Type badge — identifying the module
• Severity badge (when applicable) — Low, Medium, High, or Critical with color coding
• Priority badge (when applicable) — Low, Medium, High, or Critical
• Description — details about what happened
• Actor — the user who performed the action
• Status — current status of the related record
• Timestamp — formatted date and time

Expandable Details

Events with additional metadata show a Show Details button. Click it to expand a details panel that displays all metadata key-value pairs in a two-column grid. Click Hide Details to collapse the panel.

Summary Statistics

At the bottom of the timeline, four summary cards show total counts:

Card	Description
Documents	Total document-related events
Deviations	Total deviation-related events
CAPAs	Total CAPA-related events
Signatures	Total signature-related events

Tip

The Storyline Timeline is particularly useful during audit preparation. It provides auditors with a complete narrative showing how deviations led to CAPAs, which drove document changes, all verified with electronic signatures.

Note

The Storyline Timeline is also used within the External Auditor Access portal, where it provides external auditors with a compliance summary, risk assessment, and event chronology for the audit scope.