Part A - Navigation and structure
Navigating to the home and video guidelines web page. Navigating to the sign in page and signing in as the system administrator. Briefly showing the navigation bar, system search, user menu and user profile page. Briefly showing the user projects, models, documents and notes pages. Navigating to the selected model page and briefly showing how to edit node variables and use them creating model diagrams. Navigating to the selected document page and briefly showing how to edit code variables, interview document text content and use the code variables to tag the document text content.
Part B - Signing up and signing in
Navigating to the home and then to the sign in page. Navigating to the sign up page and signing up as a new user, let's say Bob. Navigating to the sign in page and signing in as Bob, showing empty projects, models, documents, permissions (user profile page), etc., then signing out.
Part C - Managing individual user access permissions
Navigating to the sign in page and signing in as Merlin, briefly showing the user, team and invite management pages, etc. Navigating to the users management page and granting the project scope permission to Bob and signing out. Navigating to the sign in page and signing in as Bob, showing available projects, models, permissions, etc. Signing out and signing in as Merlin, navigating to the users management page revoking the previously granted project scope permission from Bob, granting him access permissions to individual projects, models, documents, etc. and signing out. Navigating to the sign in page and signing in as Bob, showing available projects, models, permissions, etc.
Part D - Managing team and invite access permissions
Navigating to the sign in page and signing in as Merlin, showing the user, team and invite management pages, etc. Navigating to the users management page, revoking all access permission from Bob to illustrate the team based permissions. Navigating to the teams management page, creating a new team, adding new permissions to the team, adding Bob and other users to the team. Signing out and signing in as Bob, navigating to the user profile, projects, models, documents, etc. Signing out and signing in as Merlin, navigating to the invites management page, creating a new invite, adding new permissions to the invite, copying the invite link. Signing out and signing up using the invite link creating a new user, let's say Rob. Signing in as Rob, showing user profile, projects, models, documents, etc. Signing out and signing in as Merlin, navigating to the users management page and saying that we can also create new users manually, but this is not the best way to do that from the security point of view.
Part E - Projects, models, variables and notes
Navigating to the user projects page, showing navigation through projects and creating a new empty project. Showing the selected (new) project page and its blocks. Adding a new empty model with a few submodels. Editing some node variables, link variables and attributes. Manually adding the nodes and links to the models, adjusting their properties and adding the attributes to them almost randomly. Navigating to the selected project page and showing the models then switching to the user models page and showing navigation through the models. Adding notes to the selected project and its models, showing how to edit, reply and delete the notes, navigating to the user notes page and showing how to use filters to get all notes, project notes, model notes, etc.
Part F - Documents, interviews and coding
Navigating to the selected project page and adding a new empty text/interview document with a few subdocuments. Manually creating new and editing existing code variables and attributes. Copypasting some texts to the documents and manually adding the codes to them, adjusting their properties and adding the attributes to them almost randomly. Navigating to the selected project page and showing the documents then switching to the documents page and showing navigation through the documents.Navigating to the selected project page and navigating to the statistics page to calculate statistics for the coded documents.
Part G - Online surveys, precoding and coding
Navigating to the selected project page and adding a new empty online survey template document. Creating new structural code variables for online survey questions, answers, etc. and precoding the online survey template document with these structural and previously created thematic code variables. Setting up the online survey, creating its new link and using it multiple times simulating getting responses from multiple experts or stakeholders. Navigating to the selected online survey template document page and navigating to its subdocuments with survey responses, adding thematic codes if needed. Navigating to the selected project page and getting coding results including the online survey responses, optionally showing the usage of statistics filters selecting the online survey response documents only.
Part H - Document ingestion
Navigating to the selected project page and adding new documents using different ingestion methods.
Uploading a plain text document and reviewing the resulting document page. Uploading a PDF document and showing how the text content is extracted and made available for coding. Uploading an audio file and showing how the speech-to-text transcription is processed and stored as a new subdocument.
Reviewing the resulting document pages for each ingested file type and briefly showing their content and structure.
Part I - Node/Link variables and diagrams
Navigating to the selected project and model pages.
Using the AI assistant to generate suggested node variables and link variables based on the project context and coded documents. Reviewing the AI-generated suggestions, accepting, editing or discarding individual variables.
Adding the accepted node and link variables to the model, adjusting their properties and attributes. Using the generated variables to build an influence diagram by creating nodes and links between them, arranging the diagram layout and reviewing the resulting structure.
Part J - Document coding and statistics
Navigating to the selected project and document pages.
Using the AI assistant to suggest codes for the document text content, reviewing the suggestions and accepting or adjusting them. Manually adding and editing codes on the document text, adjusting code properties and attributes.
Navigating to the selected project page and opening the statistics page to calculate coding statistics for the coded documents. Reviewing the generated statistics output and briefly showing the available options and filters.
Part K - Visualize coding statistics
Navigating to the selected project and model pages and opening an existing influence diagram.
Navigating to the statistics page and calculating coding statistics for the project documents. Returning to the influence diagram and applying the coding statistics to visualize the results on the diagram nodes and links, showing how the statistical values are mapped to visual properties.
Reviewing the resulting visualization and briefly showing how to interpret the color coding, sizing or other visual indicators representing the coding statistics.
Part L - Coding filters
Navigating to the selected project statistics page and showing the default unfiltered coding statistics output.
Demonstrating the use of coding filters to restrict the statistics calculation to specific subsets of documents, such as selecting documents by type, by assigned codes, or by other attributes. Applying multiple filter combinations and showing how the resulting statistics change accordingly.
Navigating to the influence diagram visualization and showing how the filtered coding statistics are reflected in the diagram, illustrating how filters can be used to compare different document groups or coding perspectives.
Part M - Customize AI output
Navigating to several tools that produce AI-generated output, such as the node and link variable generator, the document coding assistant and the statistics summary.
Demonstrating the use of follow-up messages in each tool to refine or redirect the AI output, for example asking the AI to focus on a specific topic, change the level of detail, use different terminology or restructure the results.
Showing multiple rounds of follow-up interaction in a single tool to illustrate how iterative prompting can progressively improve the output. Briefly highlighting the difference between the initial AI output and the final customized result in each case.