Background

The Background module provides users with information about the background of the project such as the project objective, methodology used for project creation, criteria used for marking documents as relevant or not relevant, and the scope of the project.

Access to Background Module

Background module can be accessed from the following action:

• Hamburger menu
  1. In the menu, select the project from the Projects dropdown for which you want to access the Background module.
  2. Click on the Background module in the sub-menu of the project.
• Project Home : Refer to the project home module on how the users can access background module.

Preview Background

The module has a taxonomy section and seven text sections by default however, they need to be enabled. The default sections in the background module serves as template of how to configure background but they can be customized as well.

The taxonomy section in the background provides a representation of taxonomy in the form of a Bubble cluster chart. Users can refer to tag browser for more details.

Edit Background

Users can add the information in the background module by adding multiple text, image, or chart sections. System provides a template to the users to suggest the information that can be included here.

Add Text Section

Users can add a text section to add a description of the project and can format the text as per requirement.

Follow the steps provided below to add a Text section on the background module:

1. Click on the Edit button to switch to Edit mode.
2. Click on Add new Section dropdown and select Text from the dropdown.
3. Edit the title and add a description to the section.
4. Click on the Save button to save the changes.

Add Image Section

This section can be used to provide an infographic or any image relevant to the client for their project.

Follow the steps provided below to add an Image section on the background module:

1. Click on the Edit button to switch to Edit mode.
2. Click on Add new Section dropdown and select Image from the dropdown.
3. Edit the title and click on the select image option.
4. Select an image from the library or click on the upload image option to upload an image from your desktop.
5. Click on the Save button to save the changes.

Add Chart Section

Users can add a chart section to present the data in a more interactive manner.

Follow the steps provided below to add a chart section on the background module:

1. Click on the Edit button to switch to Edit mode.
2. Click on Add new Section dropdown and select Chart from the dropdown.
3. Edit the title and click on the select chart option.
4. Select the pre-existing chart that the user has created in analytics module and click on the Save button.
5. Click on the Save button to save the changes.

Delete Section

Follow the steps provided below to delete the section on the Background module:

1. Click on the Edit button to switch to Edit mode.
2. In the edit mode select the section which you want to delete.
3. Click on the Delete button and click yes on the final prompt.

Configure Background

Users can configure the visibility and the order of the sections they create. Follow the steps provided below to configure multiple sections on the Background module:

1. Click on the Configure button in the breadcrumb and the Configure pop-up window will appear.
2. Check or uncheck the checkbox corresponding to a section to update its visibility.
3. Use the drag icon to rearrange the order of visibility of a section.
4. All the changes will be saved automatically.