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wiki:autolit:admin:allocation [2023/06/07 20:35]
kevinkallmes [3. Filter to Records to Assign] 		wiki:autolit:admin:allocation [2024/02/10 03:35]
kevinkallmes [Allocation]
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-====== 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 ===== ===== Navigate to Settings =====
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 {{ :undefined:allocationmenu.png?nolink |}} {{ :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. 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.
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 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. 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 ==== ==== 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:autolit:utilities:inspector:filters|Study Inspector.]] For instance, you can filter by a range of Ref IDs and assign the resulting records to a single user.+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. 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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 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). 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. It can get a little tricky so be sure to be intentional about allocating users to different steps.
wiki/autolit/admin/allocation.txt · Last modified: 2024/02/10 03:36 by kevinkallmes

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