> For the complete documentation index, see [llms.txt](https://docs.cortex.aic.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cortex.aic.io/reference/summary.md).

# Summary

## First session

* [Your first session](/getting-started/first-session.md)
* [Find your way around](/getting-started/navigation.md)
* [Choose and manage a workspace](/getting-started/workspaces.md)

## Work through the intelligence cycle

* [Direction](/lifecycle/direction.md)
* [Collection](/lifecycle/collection.md)
* [Analyse](/lifecycle/analyse.md)
* [Products](/lifecycle/products.md)
* [Feedback](/lifecycle/feedback.md)

## Explore every menu area

* [Operations & workspaces](/menu-areas/operations-and-workspaces.md)
* [Sources & evidence](/sources-and-evidence.md)
* [Release & sharing](/menu-areas/release-and-sharing.md)
* [Assurance & governance](/menu-areas/assurance-and-governance.md)
* [Police operations and Defence & futures](/menu-areas/police-and-defence.md)
* [People & settings](/menu-areas/people-and-settings.md)
* [Help & node](/menu-areas/help-and-node.md)

## User research

* [Run a research session](/research/researcher-guide.md)
* [Practise the complete journey](/research/practice-scenario.md)

## Reference

* [Exact menu map](/reference/table-of-contents.md)
* [Roles and access](/reference/roles-and-access.md)
* [What the platform retains](/reference/retained-records.md)
* [Solve common problems](/menu-areas/help-and-node/troubleshooting.md)
* [Terms used in this book](/reference/glossary.md)

## Detailed task guides: Getting started

* [Start in the right workspace](/getting-started/choose-a-workspace.md)
* [Use your dashboard and tasking lifecycle](/menu-areas/operations-and-workspaces/personal-dashboard.md)
* [Review notifications and configure organisation email](/menu-areas/operations-and-workspaces/notifications.md)
* [Use and customise the Demo organisation](/getting-started/training-and-demos/demo-accounts.md)
* [Practise a role with synthetic examples](/getting-started/training-and-demos/guided-learning.md)

## Detailed task guides: Direction

* [Start here: use Direction to ask for intelligence](/workflow-guides/direction/quick-direction.md)
* [Oversee authorised workspaces and retain shift handovers](/workflow-guides/direction/mission-operations.md)
* [Define and manage an intelligence requirement](/workflow-guides/direction/requirements.md)
* [Agree an analytical commission and decision need](/workflow-guides/direction/commissioning.md)
* [Police tasking, control strategies and products](/menu-areas/police-and-defence/police-tasking-products.md)
* [Address and answer an RFI from existing holdings](/workflow-guides/direction/rfi.md)
* [Turn an unassessed news lead into a reviewed question](/sources-and-evidence/news.md)

## Detailed task guides: Collection

* [Start here: plan a collection task and record a result](/workflow-guides/collection/quick-collection.md)
* [Record authority before new source use](/sources-and-evidence/source-authority.md)
* [Record and review external collection authority](/workflow-guides/collection/authority-cases.md)
* [Protect source identity and review each use](/sources-and-evidence/source-protection.md)
* [Plan collection and record observed results](/workflow-guides/collection/collection-plans.md)
* [Compare collection options, reserve capacity and review outcomes](/workflow-guides/collection/collection-capacity.md)
* [Receive, evaluate and safely use intelligence reports](/sources-and-evidence/intelligence-reports.md)
* [Preserve an original and review processing](/workflow-guides/collection/ingest.md)
* [Record JDP or policing evaluation and sharing conditions](/menu-areas/police-and-defence/policing-evaluation.md)

## Detailed task guides: Analyse

* [Start here: turn evidence into an assessment](/workflow-guides/analyse/quick-analyse.md)
* [Build and retain an authorised decision brief](/workflow-guides/analyse/decision-briefs.md)
* [Separate uncertainty, grading, handling and authority](/workflow-guides/analyse/assessment-dimensions.md)
* [Find evidence and select exact retained passages](/sources-and-evidence/memory.md)
* [Interpret, translate and cite exact evidence passages](/sources-and-evidence/interpretation.md)
* [Assess evidence quality and retain defect actions](/workflow-guides/analyse/evidence-quality.md)
* [Review downstream evidence corrections](/workflow-guides/analyse/evidence-corrections.md)
* [Record cited entities and challenge relationships](/workflow-guides/analyse/synapse.md)
* [Review identity and reporting independence](/workflow-guides/analyse/synapse-review.md)
* [Develop and independently review an assessment](/workflow-guides/analyse/analysis.md)
* [Retain evidence-linked Defence context](/workflow-guides/analyse/defence-context.md)
* [Explore alternative futures without predicting them](/workflow-guides/analyse/futures.md)
* [Explain confidence, changed judgements and dissent](/workflow-guides/analyse/judgement-context.md)
* [Retain analytical techniques, interpretations and challenge](/workflow-guides/analyse/analytical-techniques.md)
* [Plan analytical assurance and obtain separate sign-off](/workflow-guides/analyse/analytical-assurance.md)
* [Review reporting origins, independence and corrections](/sources-and-evidence/source-lineage.md)
* [Observe judgement indicators and review personal alerts](/workflow-guides/analyse/indicator-watches.md)
* [Explore and retain governed geographic evidence](/sources-and-evidence/map.md)
* [Choose a probability edition and retain uncertainty](/workflow-guides/analyse/probability-editions.md)

## Detailed task guides: Product

* [Start here: write and release a Product](/workflow-guides/products/quick-product.md)
* [Author an intelligence Product and inspect its exports](/workflow-guides/products/product-drafts.md)
* [Review a model-assisted first draft from CSV](/workflow-guides/products/ai-assisted-drafts.md)
* [Review, approve and publish an exact internal release](/workflow-guides/products/release.md)
* [Prepare a UK sharing agreement](/menu-areas/release-and-sharing/uk-sharing.md)
* [Review a derivative for UK sharing](/workflow-guides/products/reviewed-derivatives.md)
* [Prepare an approved UK recipient package](/workflow-guides/products/domestic-packages.md)
* [Receive UK packages and act on notices](/workflow-guides/products/domestic-delivery.md)
* [Create an immutable literal-sanitised Product](/workflow-guides/products/shield.md)

## Detailed task guides: Feedback

* [Start here: acknowledge and use feedback](/workflow-guides/feedback/quick-feedback.md)
* [Acknowledge the exact package and close the feedback loop](/workflow-guides/feedback/feedback.md)

## Detailed task guides: Assurance

* [Read guidance for the exact retained UK profile](/workflow-guides/assurance/uk-profile-guidance.md)
* [Register UK source metadata](/workflow-guides/assurance/corpus-sources.md)
* [Record an atomic UK source requirement](/workflow-guides/assurance/corpus-requirements.md)
* [Propose a UK applicability profile](/workflow-guides/assurance/corpus-profiles.md)
* [Review guidance after a source or profile change](/workflow-guides/assurance/guidance-reviews.md)
* [Use Pulse and inspect retained activity](/workflow-guides/assurance/pulse.md)
* [Preserve an exact revision and manage holds](/workflow-guides/assurance/governance.md)
* [Review retention and appraise records](/workflow-guides/assurance/retention.md)
* [Transfer exact record custody](/workflow-guides/assurance/custody-transfer.md)
* [Record processing purposes and privacy applicability](/workflow-guides/assurance/processing-activities.md)
* [Handle rights requests and retain response evidence](/workflow-guides/assurance/rights-cases.md)
* [Govern AI use cases and exact data purposes](/workflow-guides/assurance/ai-governance.md)
* [Evaluate AI and restore suspended use](/workflow-guides/assurance/ai-evaluation.md)
* [Record and manage a defensive security incident](/workflow-guides/assurance/security.md)
* [Assess protected assets and roles](/menu-areas/police-and-defence/protective-risk.md)
* [Track incident reporting and corrective actions](/workflow-guides/assurance/incident-follow-up.md)
* [Follow an incident through related audit records](/workflow-guides/assurance/incident-correlation.md)
* [Queue and verify independent audit custody](/workflow-guides/assurance/audit-custody.md)
* [Manage approved offline map packages](/sources-and-evidence/map/map-packages.md)
* [Manage accounts, grants and workspace membership](/workflow-guides/assurance/access.md)
* [Onboard a customer organisation](/menu-areas/people-and-settings/platform-administration.md)
* [Configure the platform runtime policy](/workflow-guides/assurance/platform-policy.md)
* [Review professional competence and development](/menu-areas/people-and-settings/professional-evidence.md)
* [Retain private personnel screening attestations](/menu-areas/people-and-settings/personnel-screening.md)
* [Retain independent formal appointments](/menu-areas/people-and-settings/formal-appointments.md)
* [Enable reviewed personnel eligibility](/menu-areas/people-and-settings/personnel-eligibility.md)
* [Work through connection and deployment limits](/workflow-guides/assurance/offline.md)
* [Approve catalogues and find controlled terminology](/reference/controlled-terminology.md)
* [Maintain a system control and evidence baseline](/workflow-guides/assurance/system-assurance.md)
* [Record UK processing paths and approved uses](/workflow-guides/assurance/uk-data-flows.md)