| Minimum Software Version | 8.16.0 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains the recommended order for adding entities from AI Workbench to worksheets to maximise efficiency when building a chronology.
When using Multiple Document Analysis or Single Document Analysis, the order in which entities are added to worksheets affects efficiency. The recommended order is: Organisations (US), then Characters, then Events. This allows events added to the Chronology to link to existing entries rather than requiring them to be created retrospectively.
By creating organisations first and then characters, you establish the main entities that events can later be linked to. When events are subsequently added to the Chronology, the relevant characters and organisations already exist and can be linked directly, making the process faster and more efficient.
Step 1: Create a canvas and add documents
Before adding entities to worksheets, create a canvas and add the documents you want to analyse. For guidance, see Using canvases with AI Analysis.
Step 2: Add organisations
- Select the Workbench tab.
- Select the Organisations section.
- Select the organisations to be added to the worksheet.
- Select Add to worksheet in the top right, or select Actions > Add to worksheet.
Step 3: Add characters
- Select the People section.
- Select the people to be added to the worksheet.
- Select Add to worksheet in the top right, or select Actions > Add to worksheet.
You can now link those characters to their associated organisations using the Characters worksheet.
Step 4: Add events
- Select the Events section.
- Select the events to be added to the worksheet.
- Select Add to worksheet in the top right, or select Actions > Add to worksheet.
You can now link those events to the associated characters and organisations using the Chronology worksheet.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.