Summaries

Use summaries for grouping findings for different purposes.

What are summaries

You can think of summaries like containers for findings. Whereas findings are best for writing out different types of phenomena, summaries can be used for grouping different types of findings together. The summary itself then serves as a good place for further analysis and discussion.

Ideas for using summaries:

  • Answering an ad-hoc question from your findings
  • Outlining future scenarios based on your findings
  • Compiling project-specific knowledge

summary-types-1

 

Adding findings to summaries

Findings are added to summaries with linkages. See different ways to create linkages.

Summary types

Each summary has a summary type. The summary type is indicated by the coloured label above the summary title.  The default summary type is Collection.

Configuring new summary types

New summary types can be configured to match your foresight needs, e.g. Capabilities, Risks, Scenarios, or Opportunities.

To configure new summary types, book a configuration meeting with us.

Findings, Network, Radar

Summaries in the Finding view

The Findings view only shows findings, so summaries will not be visible here. You can filter the Findings view to only show findings in a selected summary. 

Summaries on the Radar view

Unlike findings, summaries can not be positioned on radars. However, just like in Findings, you can filter your radars to only show findings in a selected summary.

Summaries on the Network view

Summaries are visible on the Network view as summary layers. If you turn on a summary layer, you will see the summary as a rounded rectangle and the findings it is connected to.

summary-layer-1


Create a new summary

Create an empty summary

You can create new summaries with the Create button.

  1. Click Create.
  2. Select summary type.
  3. Give your summary a title and click Create.

Create a summary from a selection of findings

  1. Navigate to Findings.
  2. Select the findings you want to include in your summary.
  3. Click Link.
  4. Select With a new summary.

Summary collaborators

Unlike findings, which can be edited by anyone with editing rights, summaries can only be edited by invited collaborators.

Inviting a collaborator

  1. Navigate to Summaries and open a summary.
  2. Scroll down to Collaborators.
  3. Click Show collaborators.
  4. Type in a user's name and click Invite.

Summary visibility

Public summaries can be seen by all users in your account. Private summaries can be seen only by the owner and collaborators.

Change summary visibility

  1. Click on the rounded button Public/Private.
  2. Click Change.

Customize this feature for you

To customize this feature for you, book a configuration meeting.