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Overview

In the Canopy IRDM framework, Project Management serves as the strategic and operational backbone, overseeing the entire lifecycle from initial data breach discovery to the final export of a defensible entity list. This role manages the “dual-track” process of narrowing data volume while simultaneously refining legal application through phases like Processing, Assessment, Review, and Consolidation. Key responsibilities include establishing the review protocol with legal counsel, managing large teams of review managers and reviewers, and enforcing strict quality controls to ensure the final notification set is accurate, cost-effective, and legally defensible.

In Canopy, a Project Administrator manages the settings, activities, and exports for each project. There are four major project administration activities:

These are the workflows the Canopy App provides to support the Project Administrator:

Activity NameDescriptionHow Tos
SettingsConfigure review management, security, and templates for the project.Review Management Settings · Require User Action to Advance · Allow Reviewer to Set Preferences · Enable Entity Propagation · Show Auto Suggestions · Allow Users to Download Documents · Enforce Batching Workflow Restrictions · View all review users · Assign a user as project admin
ActivitiesView and monitor project activity history including consolidation, exports, and entity operations.Activity History · Bulk Map · Bulk Search Report · Consolidation / Delete Consolidated List · Exports · Entity Deletion
Export ManagementInitiate, manage, and download project exports with filtering, sorting, and notifications.Filtering · Sorting · Delete · Cancel · Download · Export File Types · Export Naming Convention
ReportingAnalytics dashboards that track uploading, processing, and chain of custody across the project lifecycle.Upload Dashboard · Upload Exception Report · Upload Chain of Custody Report · Processing Exception Report