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wiki:autolit:admin:allocation [2023/06/07 22:58] jthurnham [3. Filter to Records to Assign] |
wiki:autolit:admin:allocation [2023/08/16 12:02] jthurnham [Navigate to Settings] |
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- | 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: | 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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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. |