Creating and managing a project

Creating a project

To create a project, access the "Project" tab from your interface. Depending on the roles assigned to users, some will be able to create and manage projects. This flexibility allows you to organize your analyses according to specific criteria to refine your results.

During creation, you can define a name, add a detailed description and configure access rights to guarantee optimal, secure management.

The Projects page lets you access and configure the various projects available on the platform. You'll find several options for consulting dashboards, modifying classification plans and managing general project parameters.

View a project

From this page, you can :

• Access dashboards: Click on the "Dashboards" button to consult the analyses and visualizations associated with each project.
• Modify classification scheme: By selecting "Consult", you can adjust the classification scheme used by AI to analyze notices and associate them with relevant topics.

Creating a classification plan

1. Access: On the project list, click on "To consult" for the relevant project.
2. Navigation: In "General Settings", scroll down to "Classification Plans" and click on "Add a classification plan".
3. Configuration :
   • Name your plan in the "Name" field
   • Add main topics via "Add a topic" and rename them
   • Create subtopics by expanding a topic (>) then clicking on "+" next to "Subtopics".
   • Define classification rules in the "Classification rule" fields for each subject/subject
   • Associate with data sources : "Add a data source" → select sources → "OK" → select the fields to be analyzed
   • Click on "Create" to finalize

The plan will appear in the list of filing plans on the "General Settings" page.

Modifying a classification plan

1. Access: On the project list, click on "To consult" for the relevant project.
2. Navigation: In "General Settings", scroll down to "Classification Plans", choose the Classification Plan you wish to modify, then click on "Modify".
3. Possibility of modification :
   • Change the name of your plan in the "Name" field
   • Add main topics via "Add a topic" or edit them, add descriptions or examples
   • Modify or create sub-topics by expanding a topic (>)
   • Associate or delete data sources
   • Click on "Save" to finalize

A confirmation pop-up will appear at the top of the page.

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Project details

Click on "View" to access the project parameters, which are divided into several sections:

General parameters

• Change project name
• Add or modify project description

Access management

• View teams with write permissions on the project
• Add new teams and manage their access rights

Filing plans

• Display a table listing the different file plans available
• Modify each file plan using the "Modify" button

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Access management

Teams

Teams can be added to a project with two levels of access: READ (read-only) or READ & WRITE (read and modify).

• All users belonging to a team with access to the project can view the associated dashboards.
• Team members with WRITE access can create and modify project dashboards in addition to viewing them.