Conducting a review

Conducting a Review

Since Version 6.00, the Chronolator Browser Tools include everything you need for a review. You no longer need Chronolator for Word.

Since Version 10.00, the Chronolator Browser Tools are able to process standard Word docx files. This means that you can ask your partner agencies to complete their chronologies in Word instead of using Chronolator Enter if they prefer (though they will lose the benefits of Chronolator's error checking, date formatting and other features).

This topic is a brief overview of the tasks involved in conducting a review, and the Chronolator Browser Tools you can use to help.

1.Create a new chronology using Chronolator Define.

2.Circulate it to your partner agencies, and get them to use Chronolator Enter to update it.

3.When they return it to you, use Chronolator Integrate to merge it with other chronologies.

4.Review the integrated chronology with Chronolator Review.

The rest of this document has more information about each task.

1. Create a new chronology using Chronolator Define

Action	Comments
Open Chronolator Define in a browser (such as Chrome or Firefox)	tools.chronolator.com/define
Check the licence that is displayed. It will look like one of those pictured here. If it is a Limited Licence as shown in the first picture, you will need to install your licence. The licence for Chronolator Define is different from the one for the Chronolator for Word Online Workbench. If you do not have one, please email licences@chronolator.com. If you bought a Chronolator for Word licence after April 5 2023, you will find the Chronolator Define licence and appropriate instructions in the Chronolator licence details and instructions.pdf document attached to your email.
Don't worry if you pressed OK to accept the licence without checking. The licensee is displayed in a yellow box on the Ribbon. If it shows Evaluation Licence - limited function, you will need to install your licence before proceeding.
Press File > Chronologies > New to display the Case Details Wizard.
Complete the Case Details Wizard. See the Case Details Wizard topic for details.
When you press Finish in the Case Details Wizard, the chronology is created and opens below the Ribbon. It contains some Author Notes about what to do next.
Update or delete the Author Notes. Right-click on one to display options to create a new one, edit it, or delete it
Press Tools > Password if you want to add a password.
Press one of the buttons in the File > Save As group to save the document in the location of your choice. You must use the txt button if you have set a password.
Depending on your browser settings, your work might automatically be saved in your usual Downloads folder. If you want to be prompted to save it in a particular place, search for instructions relevant to your browser, using a search such as get browser to prompt for download location.
Use the Covering email and Column descriptions buttons in the File > Chronologies group to create some instructions to accompany the chronology.

2. Circulate the chronology and instructions to your partner agencies, and get them to use Chronolator Enter to update it

Send the instructions and document you just created by any convenient means - email, file sharing etc.

Include a link to tools.chronolator.com/enter.

Some partner agencies might still prefer to use Microsoft Word for data entry. If so, you can create a suitable Word document for them by pressing the Export > docx button above the table. See Chronolator and docx files for more details.

Note that they will lose the benefits of Chronolator's error checking, date formatting and other features.

3. Create an Integrated Chronology with Chronolator Integrate

As and when agencies return their chronologies, use Chronolator Integrate to merge them into an integrated chronology. You will find it at tools.chronolator.com/integrate.

4. Send the document to the reviewer

When you have finished the chronology, send the resulting file for review. Tell the reviewer about the Chronolator Review tool, and let them know about its powerful search features, Timeline displays, and how effective it can be in presentations and meetings. These links will be useful:

www.chronolator.com/videos/reviewers-overview (a video demonstrating the tool).

tools.chronolator.com/review (the tool itself, which includes a sample file to help explore its features).

tools.chronolator.com/review/help (the Help for the tool. In particular, the Familiarising Yourself section would be useful).