Working with model workflows

Published

June 13, 2024

Manage lifecycle processes within your ValidMind Platform UI setup using workflows and transitions.

Prerequisites

See model statuses

To review the overall workflow status for a model:

  1. Log in to the ValidMind Platform UI.

  2. In the left sidebar, click Model Inventory.

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

  4. 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.

See model documentation statuses

To review the workflow status of a model’s documentation:

  1. Log in to the ValidMind Platform UI.

  2. In the left sidebar, click Model Inventory.

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

  4. In the left sidebar that appears for your model, click Documentation.

    On this Documentation page, locate Document Status:

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

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 or model documentation at that stage of the workflow, the Actions section will disappear from view.

To transition the overall workflow status for a model:

  1. Log in to the ValidMind Platform UI.

  2. In the left sidebar, click Model Inventory.

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

  4. If an action is available to your role, you’ll see it listed in the Actions section 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 then click Submit.

A gif showing transitioning a workflow status under the Actions section.

Transition model documentation statuses

To transition the workflow status of a model’s documentation:

  1. Log in to the ValidMind Platform UI.

  2. In the left sidebar, click Model Inventory.

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

  4. In the left sidebar that appears for your model, click Documentation.

  5. If an action is available to your role, you’ll see it listed in the Actions section.

    • Click to open up the transition panel for your selected action. This arrow will be followed by the action name.
    • Enter your Notes then click Submit.

What’s next