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In the Personal Data tab, Heredis proposes a full list of events commonly encountered in genealogy: individual events and shared events which may apply to the couple formed by the primary person and the selected spouse.
Add events with the buttons at the bottom of the screen.
Major events have their buttons for direct entry. For any other event to be created, click Add an event button to select it from the list of events.
To facilitate your entry, Heredis will first display all the events already in use in your genealogy.
When an event is added, you may rename it by double-clicking on its name or select it and use the button. Transform a Diploma event by entering Master’s. The event will be available later as Master’s in a submenu of the Diploma event.
Add an event
Add a person event
Add a person event
1. Click on the button on the bar below the list of events. To facilitate the selection of the event, Heredis displays at the top of the list, the major events, then the other events already in use in your genealogy file, and finally the events not yet used.
2. Select the desired event, for example, Will. Will is added to the list of events of the person.
Info • You can also add major events by clicking the B, C, D or BU buttons (Birth – Christening – Death – Burial) placed below the events list. If these buttons are not visible, change the input mode of the screen.
Add a family event
1. Select the spouse of the event from the list of families.
2. Click the button on the bar below the list of events.
Info • You may also add the main events of the family by clicking the M, RM, MC buttons (Marriage – Religious Marriage – Marriage Contract) below the events list. If these buttons are not visible, check the display mode of the screen.
3. Select the desired event, such as Engagement. Engagement is added to the list of events of the person.
Info • The family events also appear in the input and navigation screens of the spouse.
Create events not proposed by Heredis
You may add events that are not mentioned in the list of events proposed by Heredis.
1. Click the button on the bar bellow the list of events.
2. Choose Others, then the neutral event called Event.
3. Double-click on the name Event that has appeared in the list of events. A window opens where you can rename the event.
PC Customize event
MAC Customize event
4. Enter the new name of the event.
Now this new type of event will automatically appear in the list of events to create. You may choose not to display it by unchecking the Add to Event Types List, or you may select it later by managing the list of events.
Info • If the nature of the event to create already exists, modify an existing type of event in the same way. For example you can create an Estate event by renaming a Will event. You will find this event in a submenu of the original event. By selecting Will, you can choose between Will and Estate.
Share a person event
Heredis allows you to share a minor person event with other persons in your genealogy. This event and all information relating to it will be automatically available to all participants in the event.
Select a person event in the list of events displayed in the input screen > Person event and then click the button below this list. The Witnesses tab is replaced by the Participants tab and allows you to add the other persons sharing this event.
It is possible no longer to share an event. With this operation, the event no longer to be shared remains associated with the primary person on the screen. Other participants become mere witnesses and the “unshared” event no longer appears in their list of events.
In the list of events for a person, the letter S, displayed in front of an event, indicates that this event is shared.
Info • the major person events Birth, Baptism, Death and Burial are not shareable. The Domicile couple event is also shareable.
Customize the display of events
Heredis can present the list of available events according on your work habits. Thus, you will have easy access to the events that you create most often.
The customization affects only the list of events to create and there is no risk to your data, events already created remaining always displayed.
Modify the list of events displayed
1. Click the button on the Personal Data tab, in the events list.
2. Choose Others > Customize…
3. Untick rare events, those which you rarely use, to lighten the list when creating a new event.
PC Customize Event
MAC Customize Event
Heredis always shows major events at the top of the list, and events that you have not yet used at the bottom of the list. You see now that the Other Used Events part no longer contains the items you have unticked.
You may always tick any new hidden events to make them reappear.
Information on the event
The detail of each selected event is available on the Personal Data tab. If you do not see all the events, change the display mode of the Personal Data tab.
Information of the event
To enter the date, numerous input options are available, whatever the period concerned, in four different types of calendars: Gregorian, Julian, Hebrew or French Republican.
Time may be specified as 05:30 or 5:30. To separate hours and minutes, you can type either: or H or h, with no spaces.
Age on record
Enter the age stated on the deed or record, if it is mentioned. You may specify the age with the words: years, months or days (or y, m, d). No other word will be accepted. An age with numbers only will be considered as years.
If the birth date of the primary person is known, you may compare the age on the deed with the actual age shown in the list of events.
If the date of birth is unknown, Heredis will automatically complete the field with an approximate date calculated from the age on record that you entered.
Indicate the location where the event took place.
Entering a new place
1. Type the name of the city in the Place field, not bothering about upper or lower case. With the first letters, Heredis proposes a list of places that may match your entry.
2. Select a place using the mouse, or use the up and down arrow keys and confirm the location selected by pressing Enter.
3. If no proposed location matches, select New Place in the list.
4. Complete the information on the new place to be recorded, and press OK. The new location will be added to the Places Index.
Assigning a place already in use in your genealogy
1. Unfold the Places panel.
2. Drag the place of the event and drop on the event being entered.
Info • Be sure to visit the place of your ancestor’s life by clicking the Map tab of the event.
The Place Subdivision field is to specify a more precise location than the city: the hamlet, parish, district or borough of a large city.
The Cause/Information field allows you to specify the cause of the event (as for Death, Divorce, Professional transfer events) or any useful precision.
Enter your comments about the event directly into the note field. To embellish the entered text, click the pencil icon. Heredis opens the note in a separate screen containing all the formatting tools. Tick the Private Note box to exclude the Event Note from exports or printed documents.
Other elements linked to the event
The Details tab of events displays a Private Event box. When this box is ticked, all data in the event may be excluded from exports or hidden in printouts.
To help track your research, for each event, Heredis proposes what action you should take. Specify the status of the source in the pop-up menu. Choose No Search Record, Search Record, or Untraceable Record, whichever corresponds to the event entered. You may choose the default option for each new event in Heredis > Preferences > Format.
Each event may be completed with witnesses, sources, media and an interactive map showing where the event took place. Each of these elements is available in a tab on the Event screen.
Delete an event
Simply select the event to erase and click on the button at the bottom of the event list.