PROJECT MANAGEMENT
Annotation Workflows
Two-tier sampled review
7 min
this request workflow features two sampled review phases in these phases, only a subset of inputs is initially selected for review insights from this sample help estimate the quality of the remaining annotated inputs this approach allows for reduced review effort when the estimated quality is good, while still enabling full review when needed you can change the selection probability of a sampled review phase (default 20%) within phase settings phase type annotate in phases of the type "annotation" all inputs that enter the phase will be annotated by a labeler this is done in tasks with the action "annotate" when a task is completed and the input has been annotated, it moves to the next phase phase type sampled review this workflow has two sampled review phases placed after each other both have the same functionality but have separate settings, such as sampling level in phases of the type "sampled review" only a number of the annotated inputs (intermediate annotations) that enter the phase are initially selected for review (approximately 20 % in the flowchart above) the inputs not selected for review stay in the phase until a manager decides, based on the result of the sampled review, if the non selected inputs should be reviewed or if they can be sent directly to the next phase without being reviewed and potentially corrected annotated inputs selected for review (both initially selected and selected due to phase decision) must have their quality approved by a reviewer to complete and leave the phase if the annotation quality isn't acceptable, a task with the action "correct" is created, and a labeler is asked to improve the quality according to the reviewer's feedback the updated annotation is then reviewed again; if the quality isn't acceptable, the cycle is repeated until it is an essential characteristic of the review phase is that it allows for giving structured feedback on the annotation you can read more about this in the feedback tools chapter ππ» which user will get the correction task if a review is rejected? we have configured this phase such that the team member who reviewed the input in the previous phase (of the type "full review") is asked to correct the annotated input in this phase this team member must be assigned the corresponding workflow stage to ensure this works as intended i e , if this phase has been named "review 2" the team member needs to be assigned the workflow stage "review 2 correct" for us to assign this task directly to them if they haven't been assigned the correct workflow stage, another team member who has can access the task and start working on it ππ» how is the sampling/selection done? when entering the phase, each annotated input has a set likelihood of being selected for review that means if the sample size is set to 20 %, each annotated input entering the phase has a 20 % likelihood of being selected for review thus, the final sample size could add up to just below or just above the configured sample size ππ» what is the decision, and how does it work? this phase contains a mandatory decision in which you, as a manager, based on the result of the initial review, determine what should happen to the annotated inputs that haven't been selected for initial review (incl inputs that haven't entered the phase yet as well) evaluate the review results start by evaluating the review results and consider if all annotated inputs require a review to ensure sufficient annotation quality decide if all annotated inputs should be reviewed or not if the sampled review results indicate that the annotated inputs are of sufficient quality when entering the phase, and a review and correction cycle isn't needed > send the inputs not selected for review directly to the next phase if a review and correction cycle seems required to reach sufficient quality > send all annotated inputs through review both of the available decisions only affect annotated inputs not selected for review this means that inputs that have been selected for review need to be accepted by a reviewer to exit the phase the decision is permanent and can't be reverted phase type delivery when entering this last phase of the workflow, the annotated inputs become delivery ready and have completed the request π in the delivery phase, there are more optional stages to iterate further on an annotation, if needed these are "delivery correct" and "delivery review" read more about the different actions in this phase here