Characters Worksheet: Overview

What is the Characters worksheet?

The Characters worksheet is used to visualize, track, and manage the individuals or entities involved in a case. It allows users to organise character information and view it in multiple formats to support different workflows and analysis needs.

To access the Characters worksheet, select Characters from the top toolbar within the platform.

Characters can be reviewed, updated, and reclassified using table, card, calendar, and timeline views. Depending on system permissions, users may edit character details directly from the worksheet.

Table View 

The default view of the Characters worksheet is the Table View, which displays character information in a structured row‑and‑column format.

1. Open the Characters worksheet.
2. Review characters listed in the table.
3. Select a character row to open the Details panel on the right‑hand side. 
4. With the appropriate privileges, click into fields in the Details panel to add or edit information.
5. Click Save changes at the bottom of the panel to apply updates.
6. Collapse the Details panel using the arrow in the top‑right corner when finished.

Card View

The Card View provides a kanban‑style board for organising and classifying characters by category. 

1. Open the Display dropdown menu.
2. Select Card View.
   
3. Review character cards grouped by their assigned category.
4. Drag and drop a card into a different category to reflect a status or classification change.

Dragging a card automatically updates the value assigned to that character.

Calendar and timeline views

The Calendar and Timeline views display characters in relation to dates, schedules, or events.

1. Open the Display dropdown menu.
2. Select Calendar View or Timeline View.
3. Review character information plotted across time.
4. Select a character to open the Details panel on the right‑hand side.