Custom Workflows

Customize screening decisions to suit your workflow

Introduction

The Workflow is how assessment options can be configured in Biologit, allowing decisions to map your assessment and QC workflow steps.

• A default Workflow can be configured in the Settings page, which is available when creating new Monitors

• For greater flexibility Workflows can also be configured for each specific monitor

Configuring Workflows

• Add as many decisions as needed

• Each decision is made of:

  • A label, indicating the choice presented to users and shown on reports

  • A type, indicating how the system should behave for a particular screening decision

  • Optional rules that determine "next stage" decisions can be selected, what annotations and categories are visible (see Decision Rules below)

Decision Types

Decision types affect how MLM-AI handles the specific screening decision. The table below outlines how decision types work:

Type	Description	Behavior
Reviewed - ICSR	Article considered screened and flagged as an ICSR	Appears in "Reviewed" tab Exported in E2B files
Reviewed - Exclusion Required	Article considered screened; not flagged as ICSR	Appears in "Reviewed" tab Requires one or more exclusion categories when saving Not exported in E2B files
Reviewed - Other	Article considered screened; not flagged as ICSR	Appears in "Reviewed" tab Not exported in E2B files
Pending	Article pending further action in order to complete screening	Appears in "Pending" tab

Example: Workflow for ICSR

In the below example we configure a simple ICSR workflow with 3 x decisions:

• "Confirmed ICSR" - the result of the assessment identified an ICSR

• "Pending further information" - the assessment is not yet complete and needs further details (full text, translation, author follow up, etc)

• "Invalid ICSR" - the result of the assessment resulted in not an ICSR

  • In this case we selected the decision type "Exclusion Required": users selecting this option must enter at least one exclusion

Enhancement: Multiple Pending Decisions

Workflows can be as specific as needed. Lets expand the options of "Pending" decisions to fully describe what additional information is required:

Adding Rules to Decisions

In multi-stage workflows it is helpful to configure the possible decisions allowed once a certain decision is recorded.

Consider for example an assessment workflow with distinct "Initial" and "Confirmed" stages. With decision rules the workflow can be configured such that:

• When no decision is yet recorded, only decisions for the "Initial" stage can be selected

• When the assessment is recorded, only decision for the "Confirmed" stage can be selected

Configuring rules reduces the risk of user error when saving decisions, improving overall process quality.

To configure decision rules:

• populate the "show decisions" drop down with the allowed decisions

• select "default decision" if the decision is to appear by default, when no assessment has yet been recorded

The below example configures "Confirmed" decisions as allowed once "Initial Assessment" decision has been recorded:

Mandatory and Disabled Annotations

Decisions can control the behavior of Annotations on data entry: when user selects a decision corresponding annotations can be configured as mandatory, or disabled (field greyed out).

In the below example "Product" is mandatory for the "Valid ICSR" decision, and "Custom" is disabled:

Categories to Display

Decisions can also control what categories to display. This can help simplify data entry on complex workflows with granular categories to select from.

You can select which of the categories configured in the monitor are valid for a specific decision, per the example below:

Testing Rules behavior

The Workflow Settings tab also include a testing tool to verify rules behavior is configured as expected. From here users can simulate saving a decision and verify values allowed for the next decision on the workflow.

Overriding Decision Rules

If an assessment has been recorded by mistake, users have the option to override decision rules in order to see the original selection of allowed decisions.

From the Article Detail screen, select the expanded decision view ->

Then, select "Override Decision Rules" to enable all possible decisions.

Alternatively click the "clock" icon to "Revert to Previous Decision": this will display drop down values that were available prior to the current decision being recorded.