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--- wiki:autolit:admin:allocation [2023/05/26 20:53]
kevinkallmes [Allocation in Dual Modes]
+++ wiki:autolit:admin:allocation [2024/02/10 03:35]
kevinkallmes [Allocation]
@@ Line 1: / Line 1: @@
-====== Allocation ======
+===== Exporting Allocation =====
+In [[:wiki:autolit:utilities:inspector|]], you can use the [[:wiki:autolit:utilities:inspector:filters#allocation|Allocation filters]] to view a list of records and users they were assigned to. To export this as a table, click the Download button in the top right corner.
-Allocation allows you (an admin) to assign modules to specific users for sets of records. By default, the feature is off.
 ===== Navigate to Settings =====
@@ Line 12: / Line 13: @@
 {{ :undefined:allocationmenu.png?nolink |}}
-Note: progress bars shown for each module in the menu bar reflect the overarching progress in the nest and not the progress of each individual users' allocated modules, therefore the bars won't immediately change when allocation is turned on.
 If you turn on Allocation, you must assign all modules or none, at the moment there is no mix and match of allocated and unallocated modules. As an admin you can assign all user types including yourself and each assigned user will only be able to view records allocated to them (regardless of whether they are an admin). Records unallocated for a particular module will not be presented to any user in that module and must be allocated first.
@@ Line 21: / Line 20: @@
 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 34: @@
 ==== 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 72: @@
 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 88: @@
 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 =====

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