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Administrators, abstractors, and reviewers have a variety of options for displaying and organizing tasks in their workflows.

Abstraction Task List

If your folder page does not have Abstraction Task List web part by default, you can add it:

  • Enter > Page Admin Mode.
  • Using the selector in the lower left, choose Abstraction Task List and click Add.
  • Use the (triangle) menu for the web part to move it up or down as desired.
  • Click Exit Admin Mode to hide the selectors.

The Abstraction Task List web part will be unique for each user, showing a tailored view of the particular tasks they are to complete. Typically a user will have only one type of task to perform, but if they play different roles, such as for different document types, they will see multiple lists. Tasks may be grouped in batches, such as by identifier or priority, making it easier to work and communicate efficiently. Below the personalized task list(s), the All Cases list gives an overview of the latest status of all cases visible to the user in this container - both those in progress and those whose results have been approved. In this screenshot, an user has both abstract and review tasks. Hover over any row to reveal a (Details) icon link for more information.

All task lists can be sorted to provide the most useful ordering to the individual user. Save the desired sorted grid as the "default" view to use it for automatically ordering your tasks. When an abstraction or review task is completed, the user will advance to the next task on their default view of the appropriate task list.

NLP Batch View

The Batch View web part can help abstractors and reviewers organize tasks by batch and identifier. Once created by an administrator, users with Reader access can see this web part.

  • Enter > Page Admin Mode.
  • Using the selector in the lower left, choose NLP Batch View and click Add.
  • Use the (triangle) menu for the web part to move it up or down as desired.
  • Click Exit Admin Mode.

The batch view shows a summary of information about all cases in progress, shown by batch.

  • Extra Review: If additional rounds of review are requested, documents with approved results will show an Assign link in this column, allowing administrators to assign for the additional review step.
  • Result File: Links in this column let the user export abstraction results for batches. The exported zip contains a json file and a collection of .txt files. The json file provides batch level information such as "diseaseGroup", "documentType", "batchID" and contains all annotations for all reports in the batch.
  • Batch Summary: A count of documents in each state.
Note that downloading structured result export files by clicking Result File links is audited as a logged select query event.

Change Identifiers

Administrators viewing the Batch View web part will see a button for changing identifiers associated with the batch. Select one or more rows using the checkboxes, then click Change Identifier to enter a new This button option is only available to administrators for changing the identifier associated with a given batch.

Assign for Secondary Review

If additional rounds of review are requested as part of the workflow, the administrator can use the Batch View web part to assign documents from a completed batch for extra rounds of review.

  • If an NLP Batch View web part does not exist, create one.
  • In the Extra Review column, you will see one of the following values for each batch:
    • "Batch in progress": This batch is not eligible for additional review until all documents have been completed.
    • "Not assigned": This batch is completed and eligible for assignment for additional review, but has not yet been assigned.
    • "Assigned": This batch has been assigned and is awaiting secondary review to be completed.
  • Click the Assign link for any eligible batch to assign or reassign.
  • In the popup, use checkmarks to identify the groups eligible to perform the secondary review. You can create distinct project groups for this purpose in cases where specific teams need to perform secondary reviews.
  • Enter the percent of documents from this batch to assign for secondary review.
  • Click Submit.
  • The selected percentage of documents will be assigned to secondary reviewers from the selected groups.

The assigned secondary reviewers will now see the documents in their task list and perform review as in the first review round, with the exception that sending documents directly for reprocessing from the UI is no longer an option.

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