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Training module (SI): Creating a new project

In this module you will learn how to create a new Project.

Tutorial

You can create a new Project from the Dashboard, by clicking on the blue + New button in the top right hand corner of the screen.

This will open the Create new project dialogue box.

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All these fields are compulsory before you can create the Project (except Manage Permissions, which defaults to all users in your organisation).

Selecting the right Type and Sub-type

The Type and Sub-type of the Project cannot be changed after creation.

Please ensure you create the right type of document. E.g., if you are drafting an Order, ensure you have selected Sub-type Order - not Regulations or any other sub-type!

Further information

The video below (relevant section beginning 3:04) illustrates the process of creating a new project.

See Creating a new project for more detailed information.

For S.I. specific information on selecting the procedure applying, see Selecting the procedure applying to an SI/SSI

Once you are comfortable with the information on creating a new project, move on to the exercises below.


Exercises

Getting started

Before you start the exercises, you will need to be logged in to the Lawmaker Training environment (link here), viewing the dashboard.

The dashboard is the screen you will see when you log in.

If you are already in a Project in Lawmaker, press the Home button in the top left of the screen to navigate to the dashboard.

Exercise 1 - Create a new project

Create a new project.

Choose the document Type that you are most likely to use.

For Sub-type, choose Regulations, and for procedure, choose a draft procedure (for consistency with other Training modules).

Restrict permissions to only yourself and a colleague, then change them back to everyone.

Instructions to create a new project
  1. Click the blue + New button in the top right of the dashboard view (which should say Create new project when you hover over it).

  2. In the dialogue box that pops up, select the Type and Sub-type.

  3. Fill in the Title. Give the Project an intuitive name like[Your name] - Training project.

  4. Select a Procedure.

  5. (Welsh Statutory Instruments only:) Select a Starting language. (Dual language features are covered in a separate module - Training module (WSI): Dual-language drafting features.)

  6. To switch permissions to yourself and a colleague, then back to all:

    1. Click Manage Permissions.

    2. Tick Only specific users in my organisation.

    3. Type your colleague’s username in the field below, next to your own, and select them.

    4. Click Update.

    5. Click Manage Permissions again.

    6. Tick All users in my organisation.

    7. Click Update.

  7. Click Create.

Related modules

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