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wiki:autolit:admin:allocation [2023/05/26 20:53] kevinkallmes [Allocation in Dual Modes] |
wiki:autolit:admin:allocation [2023/06/28 00:32] jthurnham [Allocation Module Status] |
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In order to allocate records, records must be present in the nest. So first ensure you add a [[wiki: | In order to allocate records, records must be present in the nest. So first ensure you add a [[wiki: | ||
- | You can allocate records for the following modules: [[wiki: | + | You can allocate records for the following modules: [[wiki: |
==== 1. Navigate to Allocation Admin Page ==== | ==== 1. Navigate to Allocation Admin Page ==== | ||
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==== 3. Filter to Records to Assign ==== | ==== 3. Filter to Records to Assign ==== | ||
- | Add a filter to only assign a specific set of records to a user. These are the same filters that are available to use in [[wiki: | + | Add a filter to only assign a specific set of records to a user. These are the same filters that are available to use in [[wiki: |
+ | |||
+ | This is not necessary if you want to assign all records to one user, you can move straight to the next step. | ||
{{ : | {{ : | ||
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As you allocate records in each module, the allocation module status can be viewed in the dropdown: | As you allocate records in each module, the allocation module status can be viewed in the dropdown: | ||
- | {{ :undefined:allstatus.png?nolink |}} | + | {{ :undefined:allocationmodule.png?nolink |}} |
* No circle = 0 records have been allocated | * No circle = 0 records have been allocated | ||
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It can get a little tricky so be sure to be intentional about allocating users to different steps. | It can get a little tricky so be sure to be intentional about allocating users to different steps. | ||
- | Note: you cannot prematurely allocate users to steps when decisions affecting those steps haven' | + | <WRAP center round important 80%> |
+ | **Note:** you cannot prematurely allocate users to steps when decisions affecting those steps haven' | ||
+ | </ | ||
==== Dual, Two-Pass Allocation Procedure ==== | ==== Dual, Two-Pass Allocation Procedure ==== | ||
+ | If your nest is configured for Dual, Two-pass Screening, the procedure for Allocation **in order** is: | ||
+ | * **Allocate Abstract (AB) reviewer-level Screening: | ||
+ | - Follow the steps above in the allocation module " | ||
+ | - Then AB Screening at the reviewer-level **must be done before** allocating AB adjudication | ||
+ | |||
+ | * **Allocate Adjudication of Abstract Screening: | ||
+ | - Follow the steps above in the allocation module "AB Screening Adjudication" | ||
+ | - Then Abstract Adjudication **must be done before** allocating Full Text (FT) Screening | ||
+ | |||
+ | * **Allocate Full Text (FT) reviewer-level Screening: | ||
+ | - Follow the steps above in the allocation module " | ||
+ | - Then FT Screening at the reviewer-level **must be done before** allocating FT adjudication | ||
+ | |||
+ | * **Allocate Adjudication of Full Text Screening: | ||
+ | - Follow the steps above in the allocation module "FT Screening Adjudication" | ||
+ | - Then FT Adjudication **must be done before** allocating steps in the next module: Tagging | ||
==== Switching between modes ==== | ==== Switching between modes ==== | ||
- | When you switch between Screening modes, all Allocation will be removed. This means that, when you switch Screening modes | + | When you switch between Screening modes, |
+ | |||
+ | Allocation for any study that has proceeded to the Tagging stage or later will not be impacted by switching Screening modes. | ||
===== Exporting Allocation ===== | ===== Exporting Allocation ===== |