The case timeline

Everything that happens to a case lands on its timeline, in order, with who or what did it. Documents, correspondence, stage changes, decisions and worker actions are all entries rather than separate tabs.

This is deliberate. The question people ask is "what happened to this case", not "show me the documents", and a system organised around the second answer makes the first one archaeology.

Reading it

Newest at the top. The filter row narrows to correspondence, documents, decisions or worker actions when the case is long.

Each entry carries:

• Actor. A person's name, or a worker's name plus its autonomy level at the time.
• Timestamp. In your workspace timezone.
• Sources, on worker entries — exactly what it drew on.
• Approvals, where the action was gated, naming the approver.

Finding the thing you need

"When did we last write to them?" Filter to correspondence.

"Why is this at stage two?" Filter to stage changes; the entry records what moved it.

"Who agreed to this?" Filter to decisions. Approvals name the approver.

What it means for a case to be closed

A closed case's timeline is sealed: readable, not editable. Reopening is possible and is itself an entry, so a case that was closed and reopened says so.

Nothing is deleted. A document removed from a case is recorded as removed, with who removed it.