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Aurigo Engage Documentation

website·Indexed 29 days ago

https://output-frontend.netlify.app/

A SaaS-based platform for infrastructure and construction agencies to manage project campaigns, collect and respond to public feedback, and analyze engagement through reports and dashboards. Key features include public portal configuration, campaign publishing, project analysis, and user management.

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What's inside Aurigo Engage

  1. Overview of Aurigo Engage for public sentiment analysis

    Aurigo Engage is a SaaS-based web solution designed for infrastructure and construction agencies to collaborate with the general public during the early stages of capital planning. The platform allows agencies to create campaigns for proposed projects, solicit public feedback, and use integrated artificial intelligence (AI) tools to perform sentiment analysis. This data provides critical insights that help agencies make informed decisions on the best approach for proposed infrastructure projects.

  3. Navigate the Aurigo Engage Home page interface

    The Aurigo Engage Home page is the default landing page upon login. The interface is configured based on the user's assigned roles and managed campaigns. Key UI elements include:

    • Profile Menu: Accessed by clicking user initials; used to view profile details and log out.
    • Notifications Icon: Displays a list of notifications with date and time stamps. Users can click 'View all' to navigate to the full Notifications page.
    • Page Name: Indicates the current active page.
    • Module Menu: Provides access to different application modules.
    • Search Field: Used to search for specific campaigns.
    • Filter Option: Allows users to filter the list of displayed campaigns.
    • Sort by Drop-down: Used to change the sorting order of campaigns.
    • Create New Campaign: Option to initiate the creation of a new campaign.
    • Campaign Tile: Displays high-level campaign metadata, including name, status, number of comments, commenting period, endorsement percentage, and number of projects. Clicking 'View' opens the specific campaign.

  4. Generate Campaign Overview reports

    The Campaign Overview report provides high-level campaign data including the commenting period, total number of projects, endorsement percentage, and overall campaign sentiment. Additionally, it provides a granular list of all projects within the campaign, detailing the number of received comments, average rating, endorsement percentage, and sentiment for each project.

  5. View and download reference documents in the Public Portal

    To obtain a copy of a reference document from the Public Portal, follow these steps:

    1. Access the Public Portal home page.
    2. Click on the 'Reference Documents' option to open the Reference Documents dialog box.
    3. Select the specific document you wish to view or download. The system will automatically download a copy of the selected document to your local drive.
    4. Click 'OK' to close the dialog.

  6. Reset a forgotten Aurigo Engage password

    To retrieve or reset a forgotten password in Aurigo Engage, follow these steps:

    1. On the login page, click the Forgot Password? link.
    2. Enter your registered email address in the EMAIL field and click Send. A reset link will be sent to that address.
    3. Open the email from Aurigo Engage and click Reset Password to open the Create New Password page.
    4. Enter your registered email address in the EMAIL field.
    5. Enter a new password in the CREATE PASSWORD field and re-enter it in the CONFIRM PASSWORD field.
    6. Click Save. Once the 'Password Updated Successfully' dialog appears, click OK to return to the login page.

  7. Update user account details

    To modify a user's account information, navigate to Settings > Users and select the specific user to edit. You can update the first name, last name, privilege, department, or designation.

    Constraints and Notes:

    • The email address cannot be updated after the user account has been created.
    • By default, a user is disabled in the system until they confirm their details via the confirmation link sent to their registered email address.

  8. Analyze campaign sentiment and trends via the Analytics tab

    To perform a high-level analysis of campaign comments, navigate to the Campaign Details page and select the ANALYTICS tab.

    1. Select CAMPAIGN BREAKDOWN to view analysis portlets, including:
      • Sentiment breakdown
      • Word clouds
      • Public comments over time
      • Participation trends
      • Top positive and negative comments
      • Breakdown by category
      • Breakdown by rating
    2. Select PROJECT BREAKDOWN to view insights specific to a project.
    3. In the Comments Overview portlet, click the 'Positive' progress bar to view detailed insights of all positive comments. Other comment types can be viewed by selecting the corresponding tabs next to Comments Overview.
    4. To respond to a specific comment, select the comment and click Reply.

  9. Import projects into a campaign

    To import projects into a campaign, the campaign must be in DRAFT status. Project details must be provided in one of the following file formats: .csv, .xls, .xlsx, or .xlsm. The file should contain project information such as project name, location, and description.

    Steps to import:

    1. Navigate to the Add Projects tab.
    2. Click the import icon to upload the project details file.
    3. Click Save.
    4. Click Next to proceed to the Map Fields page.

  10. Update personal account information in User Preferences

    To update your personal account details in Aurigo Engage, navigate to the User Preferences page. You can modify your First Name, Last Name, Department, and Designation. Note that the email address in the EMAIL field is read-only and cannot be changed by the user.

    Steps to modify preferences:

    1. Click your username initials in the top right corner of the Home page.
    2. Select 'User Preferences' from the drop-down menu.
    3. Edit the FIRST NAME, LAST NAME, DEPARTMENT, and DESIGNATION fields.
    4. Click 'Modify'.
    5. Click 'OK' in the confirmation dialog box.

  11. Rate and provide feedback for a project in the Public Portal

    To rate a project and submit a comment in the Public Portal, follow these steps:

    1. Navigate to the Public Portal Home page.
    2. Select the desired project from the 'All Projects' section.
    3. Zoom into the project location on the map to view project details.
    4. In the 'RATE THIS PROJECT' section, select a rating based on your sentiment.
    5. Provide the required information: Name, Email, Comment, and Zip Code.
    6. Open the 'Terms of Use' dialog, read the terms, and select the 'I accept the Terms of Use' checkbox. Note: Submission is blocked unless this checkbox is selected.
    7. Click Submit.