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Transcript of Advanced Training for CRG Staff: Workflow System in Archie IMS Support Person: Becky Gray Place:...
![Page 1: Advanced Training for CRG Staff: Workflow System in Archie IMS Support Person: Becky Gray Place: Ottawa, Canada Date: Tuesday, 18 May 2010.](https://reader035.fdocuments.us/reader035/viewer/2022070401/56649f155503460f94c2b17b/html5/thumbnails/1.jpg)
Advanced Training for CRG Staff: Workflow System in Archie
IMS Support Person: Becky GrayPlace: Ottawa, CanadaDate: Tuesday, 18 May 2010
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Plan for today• Recap of basics of workflow system, with special
emphasis on recent developments/improvements• More detailed look at a few topics identified by
current pilot CRGs– Using the ticketing system– Notifications, messages, etc. – Customizing workflow templates for your CRG– Tips from experienced pilot CRGs
• Hands-on exercises• Discussion and feedback
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Log into new Training server
• URL is http://130.226.106.151• Snapshot of live server running on updated
hardware• All participants should have Maximum
workflow permissions• All CRGs should have at least one In Progress
workflow
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Workflow permissions
• Derive from Entity Roles • By default set to Minimum (no permissions)
for all Roles during pilot• IMS Support gives pilot ME Maximum
permissions• ME to edit permissions for other Roles as
appropriate (CRG Properties > Roles tab, click Role, then click Edit)
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Workflow permissions
For details on permission levels, see Archie Help > Help Topics: People/Entity role permissions
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Background
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Purposes of Archie’s workflow system To help CRGs:• Keep track of where each review is in the
editorial process• Inform people (Editors, Authors, Referees) when
they need to take action• Plan and prioritize work across multiple reviews• Identify and analyze trends in the Group’s
processes (e.g., by identifying common “bottlenecks” in the review process)
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What is a workflow?• An ordered and interrelated sequence of
tasks that need to be completed to achieve a finished product (e.g., a published protocol) – sometimes depicted in the form of a “flowchart”
• Involves some decision tasks (“yes/no”), as well as non-decision tasks
• May involve repeating loops or parallel strings of tasks
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Workflows available in Archie
• Title Registration• Protocol Development• Protocol Amendment• Review Development• Review Amendment• Review Update
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Other (Archie-specific) terms
• Workflow RolesSimilar to Document Roles – link specific people with specific tasks in a workflow
• Workflow ManagerPerson at the editorial base who is responsible for the editorial processing of a review and for managing the associated workflow
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Other (Archie-specific) terms• Task
Individual task within a workflow – assigned to a specific person or persons via Workflow Roles
• MilestonesMarkers indicating that a significant point in the workflow/editorial process has been reached (e.g., authors have submitted their review for editorial approval)
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Recent developments
• Archie 3.0 deployment (13 December 2009)• Introduction of revised workflow templates
(25 March 2010)• Set the stage for ...
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Stage 3 of workflow pilot• Began 25 March 2010• All CRGs eligible to partcipate• Includes (at ME’s discretion) editorial base staff,
satellite staff, Co-Eds, Editors, Copy Editors, Contact Persons/lead Authors, External Referees
• Improved functionality in response to feedback from Stage 2 CRGs
• Updated documentation and training materials in response to feedback from Stage 2 CRGs
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ACCESSING AN EXISTING WORKFLOW
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Accessing an existing workflow To access or view your CRG’s existing workflows go to the Resources tab and open your Workflows folder
To access an individual workflow double-click the title of the workflow or right-click and choose PropertiesTo access an individual workflow double-click the title of the workflow or right-click and choose Properties
In the Workflows folder, workflows are divided according to their status, e.g., Not Started, In Progress, Completed, or Aborted In the Workflows folder, workflows are divided according to their status, e.g., Not Started, In Progress, Completed, or Aborted
Columns of the display show the review title, review number, workflow type, Workflow Manager, start date, last milestone passed, and end/due dateColumns of the display show the review title, review number, workflow type, Workflow Manager, start date, last milestone passed, and end/due date
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Accessing an existing workflow
You can also open the Properties of an existing workflow from within the Reviews folder by right-clicking the name of the review and choosing Workflow Properties
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Accessing an existing workflow
• You can also access the workflows relating to the specific review from review’s Properties sheet in the Workflows tab
• Within this tab you can also upload files related to this review
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WORKFLOW PROPERTIES
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Workflow PropertiesGeneral tab contains: • Title of the review• Name of Workflow Manager• Status (e.g., Not started, In
Progress, Completed, or Aborted)
• Start and end dates for the workflow
• Information about when and by whom the workflow was created and last modified
You can also generate a Workflow Report from this tabYou can also generate a Workflow Report from this tab
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Workflow Properties
People tab lists the Workflow Roles available for the selected workflow and shows the people these have been assigned to
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Workflow Properties
Tasks tab lists individual tasks, grouped according to whether they are Completed, In Progress, Not Started, Aborted, or Passive. Shows progress toward several standard milestones.
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Workflow Properties
History tab preserves a record of every action performed in relation to the workflow, including actions performed automatically by the system.
You can add your own notes to the history of the workflow by typing text into the Notes field and clicking Apply. This will create a new Event (‘Notes made’), and the text you entered will appear in the Details column.
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Workflow Properties
Files tab – This is where files submitted by others using the ticketing system will be saved. You can also upload and store various documents related to the review here.
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Workflow Properties
Gantt Chart tab (a project management tool): Displays a Gantt chart depicting progress over time on the various tasks that make up the workflow
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SETTING UP AND STARTING A NEW WORKFLOW
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Starting a new workflow
To start a new workflow:
• Right-click the name of the review under Resources
• Choose New, then Workflow…
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Starting a new workflow
Alternatively you can go to the review’s Properties sheet and click
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Starting a new workflowFrom the pull-down menu choose the appropriate Workflow Template
From the pull-down menu choose the appropriate Workflow Template
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Starting a new workflowTo change the End date of the workflow click to open the calendar
To change the End date of the workflow click to open the calendar
In the calendar choose the date and click (close button) to make the change
In the calendar choose the date and click (close button) to make the change
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Starting a new workflowTo assign a role to a person or to change an assignee, go to the People tab and click or to open the Select Person window. When finished, click Apply.
To assign a role to a person or to change an assignee, go to the People tab and click or to open the Select Person window. When finished, click Apply.
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Starting a new workflowIn the Select Person window type the name in the search field and click In the Select Person window type the name in the search field and click
Click the correct person’s name Click the correct person’s name
Click to finish Click to finish
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Starting a new workflow
To start the workflow, click To start the workflow, click
To skip a series of already completed tasks before starting the workflow, click the task you want to begin with and then tick the box next to ‘Skip tasks until’
To skip a series of already completed tasks before starting the workflow, click the task you want to begin with and then tick the box next to ‘Skip tasks until’
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ACCESSING AND WORKING WITH TASKS
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Accessing tasks
• You can access tasks on the Tasks tab of the workflow Properties• To open a task’s Properties, double-click the name of the task or click the
name of the task and click
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Task PropertiesGeneral tab displays :• the name of the workflow• the Workflow Manager• the review title• the name of assignee• the name of the task and the
task’s description • status of the task (In
progress, Completed, or Skipped)
• dates started and due
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Task Properties
• The History tab shows the chronology of events related to the task
• Most events are created automatically
• There is also a Notes field where the Workflow Manager can add notes about the task manually (as on the workflow History tab)
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Task Properties• On the Advanced tab you
can create an email Ticket to allow the task assignee to complete the task without logging into Archie or sending an email outside of the system
• You can also modify the Notifications related to this task, e.g., you can arrange to be notified when the task is completed, or for the task assignee to be notified if the task is overdue
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Completing or skipping a task
• To complete a task, open the task Properties and go to the General tab
• If the task does not involve a decision, choose Completed or Skipped and click
• If the task does involve a decision, choose from among the alternatives (e.g., Yes/No); Status will automatically change to Completed; click
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Completing or skipping a task
You can mark the task as completed or skipped from the right-click menu of the task in the Tasks tab in the workflow properties
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Changing the due date of a task• To change the Due
date, open the task’s Properties and go to the General tab
• Click to open the Calendar
• Choose the new Due date in the Calendar
• Click to assign the new Due date
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USING THE TICKETING SYSTEM
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What is the ticketing system?• A special messaging system within the workflow
system o Used to inform people outside the editorial base when it is
time for them to perform a tasko Email generated by the system is sent to the person
assigned to the task; all documents needed to complete the task can be attached to the email
o Recipient accesses a web link in the email to let the Workflow Manager know (via Archie) when the task has been completed and to submit relevant documents (e.g., completed refereeing forms)
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Click Create Ticket Click Create Ticket
Creating a TicketTo create a Ticket open the task Properties and go to the Advanced tab
To create a Ticket open the task Properties and go to the Advanced tab
Or in the Tasks tab of the workflow Properties right-click an In Progress task and choose Send Ticket
Or in the Tasks tab of the workflow Properties right-click an In Progress task and choose Send Ticket
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Creating a Ticket
The Message tab provides a preview of the ticketing email that will be sent to the task assignee and allows you to edit both the subject line and the text of the email
The Message tab provides a preview of the ticketing email that will be sent to the task assignee and allows you to edit both the subject line and the text of the email
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Creating a Ticket
On the Attachments tab you can select documents to attach to the ticketing email
These may include a version of the review (in RevMan and/or PDF formats), documents stored in your CRG’s Files folder in Archie, and/or documents stored on your local computer, e.g., a document comparing two versions of the review
On the Attachments tab you can select documents to attach to the ticketing email
These may include a version of the review (in RevMan and/or PDF formats), documents stored in your CRG’s Files folder in Archie, and/or documents stored on your local computer, e.g., a document comparing two versions of the review
Tick “Attach a review version” to attach a copy of the review in RevMan or PDF (or both) formats
Tick “Attach a review version” to attach a copy of the review in RevMan or PDF (or both) formats
Click OK to send the TicketClick OK to send the Ticket
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Receiving a TicketThe assignee will receive an email with the subject line and text as previewed and edited by you
The email includes:
a.a. a link to the actual ‘ticket’ which allows the recipient to notify you (via Archie) when they have completed their task
b.b. a link to a one-page document with a brief explanation of the ticketing system
c.c. any documents you selected for attachment
The email includes:
a.a. a link to the actual ‘ticket’ which allows the recipient to notify you (via Archie) when they have completed their task
b.b. a link to a one-page document with a brief explanation of the ticketing system
c.c. any documents you selected for attachment
ba
c
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Receiving a Ticket
If the task involves submitting comments or feedback, files containing these can be attached to the ticket for transmission back to you (and saved in the Files tab of the Workflow’s properties)
If the task involves submitting comments or feedback, files containing these can be attached to the ticket for transmission back to you (and saved in the Files tab of the Workflow’s properties)
If the recipient’s comments are brief, they may be typed directly into the ‘Brief notes’ box, which are saved as a ‘Notes made’ Event in the task’s History
When the ticket recipient clicks Mark Task as Done the task is automatically marked as Completed in the workflow in Archie
When the ticket recipient clicks Mark Task as Done the task is automatically marked as Completed in the workflow in Archie
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Advantages of the ticketing system
• Easy communication between editorial base and other people assigned tasks
• Provides task assignees with everything they need to complete their task and report back to the editorial base without logging into Archie
• Integrated into the workflow system – allows tracking of communication and automatic updating of information about tasks
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NOTIFICATIONS AND MESSAGES
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Tasks list on Organizer tab
• You can see a list of “In Progress” tasks assigned to you on the Organizer tab in Archie
• To open a task’s Properties, click the name of the task • The exclamation mark in front of a task means that the
task is overdue
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Notifications Task-specific notifications
As Workflow Manager, you can arrange for notifications regarding an individual task to be sent to you or the task assignee by email – e.g., to notify you when the task is complete or to notify the assignee when the task is overdue
Click Apply to activate the notificationsClick Apply to activate the notifications
To activate these notifications open the task Properties and go to the Advanced tab
To activate these notifications open the task Properties and go to the Advanced tab
Check the notifications you wish to activate
Check the notifications you wish to activate
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Notifications More general notifications
To edit your personal Notifications, open your Properties, go to the Settings tab, and click Edit Notifications…
To edit your personal Notifications, open your Properties, go to the Settings tab, and click Edit Notifications…
There are also new general notification options related to the workflow system
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Notifications More general notifications
Choose whether you wish to receive the selected Notifications via Archie’s messaging system or via your email
Choose whether you wish to receive the selected Notifications via Archie’s messaging system or via your email
Check the boxes of the Notifications you want to receive, e.g., to be notified when a task assigned to you becomes active or overdue
Check the boxes of the Notifications you want to receive, e.g., to be notified when a task assigned to you becomes active or overdue
Click OK to activate the NotificationsClick OK to activate the Notifications
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CUSTOMIZING WORKFLOW TEMPLATES FOR USE IN YOUR CRG
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Editing a workflow templateYou can customize the default workflow templates provided in Archie in various ways to reflect more closely the way your Group works.
To edit a template for use in your CRG, go to Tools, then Edit Workflow Templates…
To edit a template for use in your CRG, go to Tools, then Edit Workflow Templates…
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Editing a workflow template
On the Tasks tab edit the default task durations as desired, mark any tasks you want to skip on a regular basis by ticking the ‘Skip’ box to the right of the task name
On the Tasks tab edit the default task durations as desired, mark any tasks you want to skip on a regular basis by ticking the ‘Skip’ box to the right of the task name
Select the template you want to edit from the pull-down list Select the template you want to edit from the pull-down list
Note that when skipping a decision task, you must indicate which decision (e.g., ‘Yes’, ‘No’, or ‘Unclear’) should be assumed to have been made.
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Editing a workflow template
To select individuals who should always be the default choice for specific Workflow Roles, go to the People tab and use the Select Person icons to match specific people to specific Roles
To select individuals who should always be the default choice for specific Workflow Roles, go to the People tab and use the Select Person icons to match specific people to specific Roles
The people you select will appear as the default selections for the specified Workflow Roles each time the new workflow is runThe people you select will appear as the default selections for the specified Workflow Roles each time the new workflow is run
Click OK to finishClick OK to finish
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TIPS FROM EXPERIENCED PILOT CRGs
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Tips• Consider customizing workflow templates to
reflect the way your CRG works; among other things, consider whether you can divide up Editorial Base tasks and/or pre-assign some Workflow Roles
• Start workflows for all new titles, protocols, etc.• For reviews already in progress, consider starting a
workflow the next time the review crosses your desk – skip tasks as needed to do this
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Tips
• When you complete one workflow, start the next logical workflow, adjusting the due date of the first task (rather than start date of workflow) as appropriate
• Anything else?
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MISCELLANEOUS OTHER THINGS (IF TIME)
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Advanced Search options: workflows
Workflows can be searched by Workflow Manager, History, etc.Workflows can be searched by Workflow Manager, History, etc.
To search for Workflows go to the Advanced Search tab and choose WorkflowsTo search for Workflows go to the Advanced Search tab and choose Workflows
Click Search to initiate the search Click Search to initiate the search
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Advanced Search options: tasks
To search for Tasks go to the Advanced Search tab and choose TasksTo search for Tasks go to the Advanced Search tab and choose Tasks
Tasks can be searched by Assigned to, Start date, End/Due date, Days Left, Overdue, etc.
Tasks can be searched by Assigned to, Start date, End/Due date, Days Left, Overdue, etc.
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Available ReportsIn Archie you can generate reports that cover all your CRG’s workflows or reports about individual workflows
For information on the status of all workflows, right-click your CRG’s name under Resources and choose Reports, then Workflow Status
For information on the status of all workflows, right-click your CRG’s name under Resources and choose Reports, then Workflow Status
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Workflow Status ReportOptions within the Workflow Status Report allow you to select workflows by due date, workflow type; various grouping and sorting options are also available. Click Update to generate report using the selected options
Options within the Workflow Status Report allow you to select workflows by due date, workflow type; various grouping and sorting options are also available. Click Update to generate report using the selected options
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Individual Workflow Report
To view a report on an individual workflow, right-click the name of the workflow in your CRG’s Workflows folder and choose Reports, then Workflow Report
To view a report on an individual workflow, right-click the name of the workflow in your CRG’s Workflows folder and choose Reports, then Workflow Report
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Individual Workflow Report
Options within the individual Workflow Report allow you to select tasks by due date and to sort and filter tasks in various ways
Options within the individual Workflow Report allow you to select tasks by due date and to sort and filter tasks in various ways
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Where to get support
If you have any questions or encounter any problems using the workflow system, please contact your IMS Support person