Part A - Navigation and structure
Navigating to the signed-out CAS homepage and video guidelines page, then to the sign in page to sign in as the system administrator. Briefly showing the navigation bar, system search, tooltip icons, user menu and user profile page. Showing the homepage's system-wide statistics (projects, models, node variables, instances, etc.). Navigating to the new Solutions page, showing projects grouped by industry or topic (critical mineral and mining, digital infrastructure sustainability, private investment and wealth management) and their project templates. Navigating to the new Methods page, showing Mental Modeling and Plant Innovation as formal methods with defined steps and their own project templates. Briefly showing the user Projects, Models, Documents, Notes and Dashboards/Reports pages and their filters. Creating a new project from a Solution and Method template and adding a child model. Navigating to the selected model page and briefly showing how to edit node variables and use them to create model diagrams by dragging and dropping.
Part B - Signing up and signing in
Navigating to the home page and then to the sign in page. Navigating to the sign up page and signing up as a new user, let's say Bob, entering name, email and password. Navigating to the sign in page and signing in as Bob, showing the homepage with system statistics visible even to a new user, and the read-only Solutions and Methods pages. Showing empty projects, models, documents, notes and dashboards/reports pages because no items have been shared with Bob yet. Opening the user profile page to review name, email, password and permissions. Introducing the two kinds of access permissions, scope access permissions and item permissions, and mentioning teams and invites, then signing out.
Part C - Managing individual user access permissions
Navigating to the sign in page and signing in as Merlin, the system administrator, and reviewing his system-level scope permission on the profile page. Navigating to the users management page and granting Bob a system-level scope permission, then signing in as Bob to confirm he can access and modify everything, then signing out and revoking that permission as Merlin. Granting Bob read-only item-level access to a specific project instead, and verifying as Bob that he can view but not edit it. Showing the alternate way to grant access directly from a project's own access-management panel. Granting access to a single model inside a project Bob otherwise cannot reach, and verifying as Bob that he can edit that model. Noting that granting access to a model or document cascades to its sub-models or sub-documents, but not to the shared node, link and code variable libraries, which remain project-scoped.
Part D - Managing team and invite access permissions
Navigating to the sign in page and signing in as Merlin, revoking Bob's existing access permissions to reset the demo. Navigating to the teams management page, creating a new team ('red team'), granting it read-only access to one project and full access to another, and adding Bob and a second user to the team. Signing in as Bob to confirm the team-derived access to both projects. Navigating to the invites management page, creating a new invite with an expiration date, preset item permissions and optional team assignment, then copying the invite link. Using the invite link to sign up a brand-new user and confirming they land with the invite's permissions and team membership automatically applied. Mentioning manual user creation by an administrator as a discouraged, less secure alternative.
Part E - Projects, models and variables
Navigating to the projects page and creating a new, minimal project without a Solution or Method template. Adding a new model and renaming it. Dragging and dropping node variables onto the canvas and connecting them with links to build a simple diagram, and confirming the diagram saves automatically with no save button. Creating a child/sub-model to build a model hierarchy. Right-clicking on the canvas to create a new node variable directly, and adjusting its color from the properties pane. Navigating to the dedicated Node Variables and Link Variables library pages to review and edit the full variable libraries outside of the model page.
Part F - Documents, uploads and coding
Navigating to the project created in the previous video and adding a new document in several ways. Creating a blank document and editing its text manually. Uploading a plain text file for instant ingestion. Uploading a short audio file and showing the speech-to-text transcription running and producing a new text sub-document. Uploading a one-page PDF and showing the text extraction processing indicator. Opening a document and coding it by selecting text and dragging and dropping codes from the code library onto it, and confirming the coding saves automatically. Creating, restoring and deleting document snapshots to checkpoint and roll back markup changes. Creating and cloning sub-documents. Dragging and dropping attributes onto a coded tag and setting their values.
Part G - Online surveys and precoding
Navigating to a project's documents and creating a new online survey template document, pasting in draft survey text with single-choice, multiple-choice and open-ended questions. Using the 'add question structure codes' shortcut to generate structural code variables for questions, answer options and question details. Tagging the survey template's questions and answer options with the structural codes. Precoding specific answer options with thematic codes, for example marking one option as a key point and another as a concern, so responses are automatically tagged on submission. Creating separate survey links for two different respondent groups. Submitting sample responses through each link and reviewing the resulting response sub-documents, which already carry the precoded thematic tags alongside the structural question and answer tags.
Part H - AI-assisted coding, variables and diagrams
Navigating to a document and showing the AI Tools pane, noting the same AI tools are available consistently on documents and models. Using 'Code the document' to auto-tag a document with the existing codes, then using natural-language follow-up chat instructions to improve coverage. Using AI to generate new code candidates from a document, reviewing and selecting them, and saving them to a new branch instead of overwriting the existing code library. Recoding the document with the newly generated codes for better results. Using AI to generate node variable and link variable candidates from a document and saving them to a new branch. Creating a new model and using 'Generate Diagram' to have the AI build an influence diagram from selected documents and node/link variables, then using a follow-up chat instruction to simplify the resulting diagram.
Part I - Model-based codes and statistics visualization
Navigating to a model with an existing AI-generated diagram and using 'Generate Codes' to derive code variables directly from the diagram's nodes and links, saving them to a new branch. Opening a document and coding it with the new model-based codes. Navigating to the project's coding statistics page, first reviewing the default unfiltered statistics, then building and saving a filter restricting results to a single document. Mapping the resulting coding statistics to an attribute value, for example confidence, and updating the model's attribute instances. Configuring the diagram's node and link colors on the properties pane to scale from gray for no value to saturated red for the highest value. Reviewing the resulting heat-map-style diagram highlighting the most and least frequently coded items.