Working with model workflows

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

Prerequisites

• You are logged in to ValidMind.
• The model is registered in the model inventory.¹
• Model lifecycle statuses have already been customized for use in workflows.²
• Workflows have already been set up for use with your models.³
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.⁴

¹ Register models in the inventory

² Customize model lifecycle statuses

³ Working with model workflows

⁴ Manage permissions

See workflow statuses

To review the overall workflow status for a model:

1. In the left sidebar, click Model Inventory.

2. Select a model 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.

   

   Summary view of example workflow steps for a model

⁵ Working with the model inventory

While your lifecycle statuses and workflows are custom to your organization, some examples are:

• In Documentation — The model is currently being documented and can be submitted for validation next.
• In Validation — The model is currently being validated and can be submitted for review and then approval.

Detailed workflow under the MODEL STATUS section

Transition workflow statuses

Roles and action visibility

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 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.

⁶ Working with the model inventory

⁷ Manage model inventory fields

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 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.

⁸ Working with the model inventory

What’s next