Custom Workflows
Customize screening decisions to suit your workflow
Last updated
Customize screening decisions to suit your workflow
Last updated
The standard workflow in Biologit MLM-AI supports ICSR screening with a number of common, predefined "pending" stages (full text, translation, author follow up).
The default values are pre-defined in the Workflow tab in the Settings page, however they can be fully customized at system or monitor level to suit your screening workflows.
Screening workflows can be configured a follows:
Add as many screening decisions as needed
Each screening 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
Workflow customizations are supported on two levels:
In the Settings tab: every new monitor will use the "default" workflow configured in the Workflow tab
As part of the Monitor setup: affects only the specific monitor
Decision types affect how MLM-AI handles the specific screening decision. The table below outlines how decision types work:
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
In the below example, the workflow does not require screening for ICSR (Individual Case Safety Reports) and can therefore be simplified. We configure a sample monitor with the following workflow:
A single "Pending" decision (Pending further information)
"Valid for Signal" - this decision indicates the article has been reviewed, no further action needed
"Not relevant" - this decision the article has been reviewed and will require at least one exclusion to justify the decision.
Reviews for this monitor will present users with the following screening choices:
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:
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.
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.
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.
From the Article Detail screen, select the expanded decision view ->
