Custom Workflows
Customize screening decisions to suit your workflow
Last updated
Customize screening decisions to suit your workflow
Last updated
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
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
Optionally a list of "next stage" decisions can be selected (see Decision Rules below)
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 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
Workflows can be as specific as needed. Lets expand the options of "Pending" decisions to fully describe what additional information is required:
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 ->