Differences

This shows you the differences between two versions of the page.

--- wiki:autolit:admin:allocation [2023/05/26 20:53]
kevinkallmes [Allocation in Dual Modes]
+++ wiki:autolit:admin:allocation [2023/06/28 00:35]
jthurnham [Allocation in Dual Modes]
@@ Line 21: / Line 21: @@
 In order to allocate records, records must be present in the nest. So first ensure you add a [[wiki:autolit:search|Literature Search]] to pull in records to be screened.
-You can allocate records for the following modules: [[wiki:autolit:screening|Screening]], [[wiki:autolit:tagging|Tagging]], [[wiki:autolit:extraction|Extraction]] and [[wiki:autolit:risk_of_bias|Critical Appraisal.]]
+You can allocate records for the following modules: [[wiki:autolit:screening|Screening]], [[wiki:autolit:tagging|Tagging]], [[wiki:autolit:meta_analytical_extraction:extract|Extraction]] and [[wiki:autolit:critical_appraisal|Critical Appraisal.]]
 ==== 1. Navigate to Allocation Admin Page ====
@@ Line 35: / Line 35: @@
 ==== 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:autolit:utilities:inspector|Study Inspector.]] This is not necessary if you want to assign all records to one user, you can move straight to the next step.
+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:autolit:utilities:inspector:filters|Study Inspector.]] For instance, you can filter by a range of [[wiki:autolit:search:refids|Ref IDs]] and assign the resulting records to a single user.
+This is not necessary if you want to assign all records to one user, you can move straight to the next step.
 {{ :undefined:alscreen2.png?nolink |}}
@@ Line 71: / Line 73: @@
 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
@@ Line 87: / Line 89: @@
 If your nest has dual modes configured for any of the modules, separate allocation is required for reviewer-level steps and adjudicator-level steps. In the example below, both Dual Two Pass Screening (allocation modules circled in red) and Dual Extraction are configured (allocation modules circled in blue).
-{{ :undefined:dual.png?nolink |}}
+{{ :undefined:allocation1.png?nolink |}}
 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't been made. For example, you cannot assign adjudication steps before reviewer-level work is complete.
+<WRAP center round important 80%>
+**Note:** you cannot prematurely allocate users to steps when decisions affecting those steps haven't been made. For example, you cannot assign adjudication steps before reviewer-level work is complete.
+</WRAP>
 ==== 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 "Reviewer AB Screening"
+  - 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 "Reviewer FT Screening"
+  - 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 ====
-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, **all Allocation will be removed**. This means that, when you switch Screening modes, **you will need to re-allocate all studies in the queues for Screening steps** (such as Abstract reviewer-level screening, Abstract adjudication, etc.). If you return to a previous Screening mode, the Allocation for that mode will be saved, but the most recent Allocation will not be available.
+Allocation for any study that has proceeded to the Tagging stage or later will not be impacted by switching Screening modes.
 ===== Exporting Allocation =====

Nested Knowledge

User Tools

Site Tools

Differences

Page Tools