Working with model workflows

Published

October 3, 2024

Manage lifecycle processes within your ValidMind Platform UI setup using workflows. Customize both your workflows and your lifecycle statuses to reflect the procedures within your organization.

Prerequisites

See workflow statuses

To review the overall workflow status for a model:

  1. In the left sidebar, click Model Inventory.

  2. Select a model by clicking on it or find your model by applying a filter or searching for it.5

  3. On the landing page of your model, locate the model status section:

    • Click See Workflow to open the detailed workflow associated with that model.
    • The current workflow state will be highlighted on this detail view.

A gif showing the detailed workflow under the MODEL STATUS section

Detailed workflow under the MODEL STATUS section

Transition workflow statuses

Roles and action visbility

Depending on the configuration of your workflows, you may or may not be able to move a model into another workflow state as actions can be gated to only users of certain roles.

When all the actions that can be performed by your role are completed for that model at that stage of the workflow, the Actions section will disappear from view.

To transition the overall workflow status for a model:

  1. In the left sidebar, click Model Inventory.

  2. Select a model by clicking on it or find your model by applying a filter or searching for it.6

  3. If an action is available to your role, you’ll see it listed under your model status on the model’s landing page.

    • Click to open up the transition panel for your selected action. This arrow will be followed by the action name.
    • Enter your notes and any other additional inventory fields7 then click Submit.

A gif showing transitioning a workflow status under the ACTIONS section

Transitioning a workflow status under the ACTIONS section

Reset your model workflow

If you need to reset your model’s workflow to the beginning:

  1. In the left sidebar, click Model Inventory.

  2. Select a model by clicking on it or find your model by applying a filter or searching for it.8

  3. Click on model status.

  4. Select Reset Workflow.

    After you confirm, that model’s workflow will be returned to its initial state.

What’s next