Helix field guide
Run your first Helix case.
Create one lead, investigate it in SIERRA, then review the synced result in Helix.
01
Organization
02
Case
03
Lead
04
SIERRA graph
Before you begin: organization access, one investigator, and SIERRA signed in.
1
Create case
2
Open board
Manager · 5 steps
Set the work in motion.
Create the case, assign one lead, and review what comes back. The graph itself stays in SIERRA.
01
Open a case
Create it, then open the board.
02
Add one lead
Set its label, type, source, and summary.
03
Assign an owner
Choose the investigator who will work in SIERRA.
04
Watch the workflow
Use the board to track status and ownership.
05
Review the return
Read the update, inspect the graph, then decide what follows.
1
Add lead
2
Open lead
1
Lead state
2
Owner
1
Read summary
2
Create follow-up
Investigator · 4 steps
Investigate in SIERRA.
Start assigned work from the SIERRA queue, bind the working graph, then return a deliberate snapshot and update.
01
Open the assigned lead
Find it in the SIERRA Cloud investigation queue.
02
Start or bind the graph
Use the current graph or create a new working graph.
03
Sync a snapshot
Send the current review state back to Helix.
04
Submit the update
Return a structured summary for manager review.
1
Graph snapshot
2
Download SRAS
Working rules
Know where the work lives.
A clean first run proves the handoff before the team adds volume or sensitive material.
01
Helix coordinates and reviews.
02
SIERRA owns active graph work.
03
Sensitive organizations require a local unlock.
04
Start with one low-risk demo lead.