🔒 Permissions: All users can view the timeline for Minis they have access to. Admins and Creators can archive or delete records from the timeline. Learn more about roles →
The timeline gives you a clear, chronological view of everything that's been recorded about a person — progress notes, charts, care plans, incidents, assessments, and more. It's one of the most useful ways to understand how things have changed over time and to verify what a Mini drew on when answering your questions.
When to use the timeline
You want to review a person's recent activity — what's been recorded, when, and by whom.
You've asked a Mini a question and want to verify what records it referenced in its response.
You're preparing for a review, handover, or family meeting and need to see the full picture across record types.
With the timeline, you can:
See all records by date — grouped by day, so you can follow changes and updates over time.
Filter your view — by record type (label), author, or date range to find what you need quickly.
Open any record — click on a record to view its full details or attachments.
Cross-check Mini responses — see which records the Mini had access to, so you can verify its answers against the source material.
Example: If you asked a Mini to "Summarise notes from the past 7 days," you can open the timeline to see all related records and verify what was used in the response.
How to use the timeline
Select a Mini in the left sidebar.
Click the View Timeline button in the top-right of the chat view.
Use the Label filter to narrow results by record type — for example, progress notes, assessments, or charts.
Use the date range filter to focus on a specific period.
Scroll through the list to see records in order, and click any record to view its details or attachments.
Smart Delete
Smart Delete makes it easy to clean up your timeline by removing outdated, duplicate, or test entries directly from the timeline view.
How to use Smart Delete:
Hover over a record on the timeline.
Click the ⋯ menu and select Delete.
You'll see a clear confirmation prompt before the record is removed — so nothing is deleted accidentally.
Smart Delete keeps your timeline focused on what matters, reducing clutter from test entries or duplicates.
Archiving records
Admins and Creators can also archive records from the timeline. Hover over a record and click the ⋯ menu to select Archive. Archived records are hidden from the default view but can be restored later.
⚠️ Deleting is permanent: Once a record is deleted, it can't be recovered — and the Mini will no longer have access to that information. If you're unsure, archive the record first. You can always delete it later.
💡 Tips: The newest records appear first by default, so recent activity is always at the top. Use the Label filter to quickly isolate a single record type — for example, just incidents or just progress notes — when preparing for a review.
ℹ️ Good to know: The timeline shows records, not Mini conversations. If you're looking for a past chat, you'll find that in the Mini's chat history. The timeline is specifically for the documents, notes, and records that make up the person's care story — and that the Mini draws on when answering your questions.
Need help?
Not sure how to find a specific record, or want help understanding how the timeline connects to Mini responses? Ask your Workspace Admin or message us — we're here to help.