2.1 Institution Journey stages

Stage | What happens | When complete

1 Institution profile | Record institution details, identity, description, and scope of work. | Required core details have been saved.

2 Monitoring scope | Set objectives, markets, topics, audiences, and regions. | A clear monitoring scope has been approved.

3 Competitors | Define competitors or skip them when they are not needed. | The scope has been approved or the decision recorded.

4 Channels and sources | Add the website, official accounts, and approved sources. | Required sources have been reviewed.

5 Collection policy | Set frequency, time window, daily limits, and run limits. | The policy has been saved and approved.

6 Settings review | Review the summary and gaps before activation. | Required blockers have been cleared.

7 Activation and first collection | Perform the first qualified, safe collection. | A qualified run succeeds or returns a valid empty result.

8 Source review | Confirm official sources and disable or reject unsuitable suggestions. | Pending sources have been resolved.

9 Evidence review | Decide on pending evidence. | The required sample has been reviewed.

10 AI analysis | Run preliminary analysis for matches and final analysis for accepted evidence. | Qualified analysis has completed.

11 Results | Review dashboards, reports, and recommendations. | A reliable displayable result is available.