USER GUIDE
Intro
The Home page will provide a global view of your activity as well as a way to follow the evolution of your projects. It also enables you to modify your projects and create new ones.
Summary of Projects
The first category that appears on the left upper corner of the page is the Summary of my projects. It indicates the total number of your projects as well as the number of sources added to those projects.
Below these figures, two boxes indicate the percentage of sources that have been tagged within the projects you are part of, and the percentage of sources that have been tagged and validated during the quality and control process (see section on Tagging).
If you are a new user on the platform, the categories detailed above will appear but they will mainly be empty. They will populate as your activity on DEEP increases.
Project Tagging Activity
In this category, a line graph presents the Tagging evolution of the main projects you have been working on for the past 3 months. It allows you to capture the Tagging trends of your projects.
My assignments
It is possible to assign an imported source to a specific person who is part of the project (see section on Tagging). When this happens, you will be able to visualize all tasks assigned to you in the My Assignments category. You will find the name of the assigning person, as well as the name of the source itself and the name of the relevant project.
By clicking on the name of the source, you will be able to start Tagging. If you have more than one page of assignments, the small dots under the box will lead you to the following pages.
Once all tasks are completed, you can click on the tick icon next to the section’s title. This will also clear all of your assignments.
Recent Activity
The Recent activity category compiles the latest activities for your projects. This includes any new entry on a source or any new comment [HP1] added by taggers on entries of your projects. You will find the name of the project and the name of the person tagging an entry or sharing a comment on the project.
By clicking on the entry or entry comment, you will be able to access the specific entry or the specific comment. In case it is a comment, you will then be able to answer the comment by clicking on the speech bubble icon.
Recent Projects
On the lower part of the page, the Recent projects category allows you to open any project you have been working on in order to access its description (which includes the project start/end dates and whether the project is public or confidential), the number of sources tagged and the project activity.
Click on Select a project then scroll or type the name of the project you want.
The pen icon will enable you to edit the project (see section ‘Managing a project’) if you have the appropriate rights to do so (as an administrator or owner of the project).
The Open project button leads you to the Tagging page of the platform with all the tools enabling you to tag the sources of the project (see the ‘Tagging’ section).
You may also Set up a new project. This button will provide the specific page of DEEP designed to help you create a project. For more information, see the section ‘Set up a new project’ of this guide.
Explore DEEP
The Explore DEEP option allows users to have a global view of the activity on DEEP.
This section is also accessible for people not registered in DEEP. They may view
- The number of projects created;
- The number of active users; and,
- The number of sources added weekly and the number of generated reports monthly.
Two additional data sets and two links are available:
- The top five list of the most used frameworks on DEEP for the past three months;
- The top five most active projects in the past three months;
- A link to the Zendesk page accessible on the left hand side of the screen (under Getting Started) for any further information or support with the DEEP;
- The link to the page designed to create new projects, which you can access by clicking on the Set up a new project button on the right hand side of the page.
A search tool is available below to see all of the projects that have been created with their title, location, creation date, framework used, number of users, number of sources and name of organization. The search button includes filters for all of these criteria.
An option to join the projects is available for the public projects.
A map icon to the right of the search bar. It enables users to see a map with the number of projects per area of interest. Once the map is open, the user can see the list of projects that have a focus on this particular region.
DEEP Support
Next to the Explore DEEP button is the ? (question mark) icon. A tab also appears on the left hand side of any page on the DEEP: Bug and Feedback. Both support the user navigating DEEP.
The ? icon will send you directly to the Zendesk support page. This page contains the DEEP User Guide you are now reading.
The Bug and Feedback tab opens a message tab for users to contact the DEEP support team. Send support requests and feedback via this channel.
While your name is optional to utilize this tab, your email address is mandatory so that the support team can reach you. Adding a link to the issue can facilitate the support team as they assist you.
Please complete a priority scoring to show the emergency level of your request:
- Blocker: The platform is unusable without this issue / Data is wrong
- Critical: This issue if not fixed will cause data related issues in the future
- Major: Make life of users a lot easier
- Minor: Good to have features
- Future Development: Future features
Then specify if the request concerns a Bug or a Feature. After this, you will be able to explain in detail your request and to add files if needed. Finally, click the Send button.
Notifications and Requests
To the right of the ? icon is a bell icon, which can be used to open a notifications and requests tab. It also appears with the number of unread notifications.
The Notifications section of the tab will notify you of the following:
- Entries or comments that have been assigned to you by other users;
- The comments made on entries you have tagged or comments assigned to you;
- The modification of the comments that were assigned to you;
- The replies on your own comments;
- The requests to join projects and acceptance or refusal of these requests.
When the notifications deal with comments, you can click on the Comment option below the notification and you will be able to read the comment directly.
Regarding requests to join a project you are administering, a Reason option will appear below the notification and you will also be able to read the reason by clicking on it.
In the My assignments section of the Home page, clicking on the entry or on the project in the notifications will lead you to the relevant page.
An option is available on the top right hand side of the window: Hide seen notifications. By ticking this box, you will see the notifications that you have not validated so far.
To validate notifications, click on the icon on the right of the notification. It will then no longer appear in your notifications under the Hide seen notifications mode. This mode is reversible any time and you can decide to see all of your notifications by simply clicking this box again.
The Requests section will only show the current requests from users willing to join the projects you are administering. In the Notification section, you can read the reason given by the requester by clicking on Reason. Two options will appear below the request: Reject or Accept. When the request is approved or rejected, it will not appear in the Requests section anymore but will appear in the Notifications section.
User profile and other tools
On the right side, your name will appear with a round button containing your initials. By clicking on it, five options will appear: User Profile, User Groups, Terms of Privacy, Chrome Extension, and Logout.
User profile
The User profile will lead you to a page with your personal information registered on the DEEP platform: first name, last name (also known as family name or surname) and organization.
You can change this information by clicking on the one you are willing to change and then clicking on the Save button on the lower right hand of the page.
To change the profile picture click on the pen icon located near the round button with your initials. It will take you to your computer folders where you will be able to download a different picture.
To change your password, click on Change password. After inserting your current password, then enter your new password twice. You will then be able to click on the Change button for these changes to be effective.
On the right hand side of the page, your user preferences are available. Change your preferences by ticking the appropriate boxes and the Save button. Choose to receive or reject three offers:
- News and updates from DEEP;
- Approval notifications by email when other users request to join your project;
- Updates on entry comments by email.
You can delete your account by clicking on the relevant red button below your preferences. It will open a window that will allow you either to cancel or confirm the deletion of your account. Deletions are permanent. There is no way to reverse the process.
Advanced: User Groups
If you are in a user group, the name of the group will appear in this tab as well as the number of members and the date of the group’s creation. User groups are intended to have a team ready to go when working on several projects. User groups facilitate the administrator’s creation of new projects with the same users without having to add users one by one. The administrator is able to assign more easily by tagging several people within a project, for example.
You can create a new user group by clicking on the Add a user group button. You will give the group a title and submit it. Once your group has been created, you will be able to add a user group member by clicking on the + icon, to edit the title of the user group by clicking on the pen icon, and to delete the user group.
After adding new members by finding the members you search in the list and assigning them a role (admin or normal), you will be able to see the list of members in your group by clicking on the arrow icon on the right hand side. You will also be able to edit and/or delete members if you are the group administrator.
Chrome extension
Clicking on Chrome Extension will direct you the page to download the Chrome Extension. This extension enables you to import pages and documents directly while navigating on the web. For more information, please see the section Extension in the Tagging section.
Logout
The logout option will log you out of your DEEP account. Clicking on it will open a window to confirm your choice to logout. Clicking yes will remove you from DEEP. You must enter your user identification and password to login.
DEEP offers the option to 1) register as a new user, 2) login with your account, or 3) use your existing Humanitarian ID. To achieve an optimal DEEP experience, use the latest version of the Google Chrome browser. DEEP works with other browsers to varying degrees; however, the page layout may be a bit strange and some features may be missing. While you're at it, you can also download the Chrome extension here. For information on how to use the extension, see the section on add a source from extension.
.png)
