Assignments

Creating New Assignments

1. Navigate to the Assignments Page from the left navigation panel
2. Click on +New Assignment button to create a new assignment

3. Fill in the assignment tray with your specific instructions for Orion

   Tips for Creating Assignments

   • Provide clear instructions with filters, dates, explores, and the desired analysis structure.
   • Specify the level of detail you need for the insight. The more specific your instructions, the better Orion will be able to tailor the results.

4. Click on the Create button

5. Orion will create a new analysis assignment documenting its objectives and execution plan, breaking down tasks into actionable steps.
6. Open the Assignment Instructions tray to view the original instructions input in step 3

You can then run the assignment as is (see Executing Assignments) or optionally refine the plan based on your needs (see Refining Assignments).

Refining Assignments (Optional)

Refining specific tasks

1. Click on a task to view task detail tray

2. Edit task details if needed

   1. Click in the text box and make any required changes.
   2. Click ‘Save Changes’ to save.
   Note

   Tasks are included in assignments by default. To disable a specific task select the ‘Include in this Assignment’ toggle

Refining Assignment settings

1. Expand the 'Plan Details' tray. From here you can:
   • Configure the assignment as recurring to automate execution at set intervals. Options include daily, weekly, monthly, or custom schedules.
   • Add or remove custom tags

Custom insight formatting

To request insights for a given assignment be generated in a specific format.

1. Open the final tasks details - this is the task that generates the insights & final recommendations
2. Using standard markdown, give instructions on how you want this specific assignment's final insight(s) to be formatted.

Executing Assignments

1. Click 'Start Assignment' to kick off the analysis process.

2. Track progress in the Assignment Details section, where you can view task completion status, estimated time remaining, and any potential issues encountered that require input.

   Info

   Assignments typically take one hour or more, depending on the complexity of the data being analyzed.

Managing Existing Assignments

Edit Assignments

Modify tasks, objectives, or data parameters as your business needs evolve.

1. Click on an existing assignment to navigate to the Assignment detail page. Edit existing assignments following the Refining Assignments instructions above

   Warning

   Task details can only be edited before or after execution but not while the task is running.

Archive/Remove Assignments

Manage outdated or unnecessary tasks by archiving them for future reference or deleting them if they are no longer relevant. Assignments can only be deleted once they are archived first.

Tag Assignments

Use tags to categorize assignments by department, priority level, or reporting cycle, making retrieval easier.

Note

Tags added to an assignment are applied to all insights generated by this assignment and can be used to filter and search for insights.

Assignment Templates (Optional)

Assignment Templates allow you to create a configurable template with dynamic variables. This is great for use cases where you want to run the same Assignment with slight variations (e.g. different customer name, data source, date range, etc).

You can think of an Assignment Template like a "parent", from which you create "child" Assignments. Any changes made to the template will automatically propagate to all the child Assignments.

1. Create a New Template

To create a new Template, click on the 3-dot action button from the Assignment Card or table row, then click "Create Template".

You will be brought to the Template page, which looks identical to the normal Assignment Page. Here you will be prompted to add variables.

2. Create Variables

Variables allow you to create new assignments from a template with unique values. Think of the variables as "keys". When you create a new Assignment from a Template you give the variable a value.

Variables appear as a clickable button, in the text areas for the Template Name, Objective, Instructions, and Task Name & Descriptions. In this example we create a variable called "date" and insert it into the areas of the Template where it will be dynamically replaced with a unique value for each child Assignment.

3. Create an Assignment from a Template

Once you have created variables and inserted them into the applicable areas of the Template. You can now create a new Assignment from the template where you will be prompted to assign a unique value.

In this example, we create a new Assignment with "March 2025" as the value. We could repeat this for other Assignments we want to create, such as April 2025 or May-June 2024 and so on.

Once the Assignment is created, you will see it appear in the right-hand side of the page. Assignments that have been created from a Template will be marked with a distinct purple button in the Assignment detail page which links back to the parent Template.

Note

You cannot directly edit the name or task details of an Assignment created from a Template. These changes must be made within the Template itself and propagate to all child Assignments.

However, you can still apply tags, schedule recurring frequency, archive, and delete individual Assignments created from a Template.