You will need to Save the Evaluation Summary:
If you want to Save any any edits made to the "Modify Classification", "Explain reason(s) for change", and/or "Evidence Summary" fields, OR
If you want the option of making a Provisional Interpretation based on the current evidence/evaluations.
While the system allows you to save the summary and make a provisional interpretation without an Evidence Summary, a summary statement is a required part of the curation process.
The first time an Evaluation Summary is saved the status of the Interpretation will change to "In Progress". The Interpretation will remain "In Progress" until a summary is saved as Provisional.
Every time the Save button is clicked in the Evaluation Summary, any previous summary is overwritten and the ‘Interpretation Last Edited’ is appended with a "New Saved Summary" label.
In Progress
In progress is used for any record NOT in a provisional or approved status. It denotes records that are still being worked on and have not yet had a snapshot saved.
Provisional
Provisional status is used by curators to mark their Interpretation as complete after saving an Evaluation Summary
Provisional Interpretations created by Affiliations are considered ready for their expert review
Approved
Approved status is used after Provisional Classification has passed the review and approval process
The option to Save as Approved appears after saving an Interpretation as Provisional
Some Affiliations may require final ratification by a designated Approver, in which case the curator must select the name of the Approver from a pre-populated pull-down
Users working independently can choose to Approve their Interpretations whenever they wish.
After a Provisional Interpretation is Saved, an orange "Approve Interpretation" panel will appear above the "Saved Provisional and Approved Interpretation(s)". This panel enables a curator to begin the process of Approving the current Saved Provisional Interpretation.
If a curator navigates away from the Evaluation Summary page, when they return they will still have the option of starting the Approval process for the current Saved Provisional Interpretation. To do so they should simply click on the orange "Approve this Provisional Interpretation" button found within the current Saved Provisional Interpretation.
All Approvals are processed via the orange Approve Interpretation panel
A. ClinGen Affiliation: If the curator is curating as part of an Affiliation this field will autofill, otherwise it will be blank.
B. Entered by: After clicking "preview approval" this field will auto-fill with the name of the curator.
C. Select Approver: Approver(s) identified by the Affiliation will be listed in the pull-down. An approver must be selected to proceed.
D. Final Approval Date: By default, this populates with the current date. A curator can optionally enter a PAST date from the calendar. Note: Dates in the future should never be selected!
E. Approver Comments: Optional field for capturing additional notes about the approval process.
F. Preview Approval: Click to initiate the process to Approve the Interpretation.
Once an Interpretation has been Saved as Approved this action cannot be undone.
In Preview mode the curator has three options:
Cancel Approval - this cancels the Saving as Approved process
Edit - this allows the curator to go back and correct any errors (e.g. in the Additional Comments)
Submit Approval - this will permanently Save the current Interpretation as an Approved Interpretation
After clicking Submit Approval, the new Approved Interpretation will appear at the top of the "Saved Provisional and Approved Interpretation(s)". The current Saved Approved Interpretation will always be marked with a green flag. Older Approved Interpretations are noted by a grey archive box.
The curator will also be presented with publishing options (see Publishing from the VCI)
Upon saving a classification and/or changing/updating the Evidence Summary text the ‘Save’ button will change to an ‘Edit’ button and a “Save Interpretation as Provisional” section will appear.
B. ClinGen Affiliation: If the curator is curating as part of an Affiliation, this field will display that affiliation. If not curating as part of an Affiliation, it will display "--"
C. Provisional Classification entered by: Field will auto-populate with curator's name after clicking "Preview Provisional"
D. Date Reviewed: Field will auto-populate with current date. Curator may also enter a date manually (MM/DD/YYYY) or select from the calendar. Note: Dates in the future should never be selected!
E. Additional Comments: Optional field for capturing additional notes about the review process
Once an Interpretation has been Saved as Provisional this action cannot be undone. However additional edits can be saved as a new Provisional snapshot.
In preview mode, the curator has three options:
Cancel Provisional Returns to prior view and cancels the Saving as Provisional process. Any additional comments will be deleted, and the Date reviewed returns to the current date.
Edit Returns to prior view and allows the curator to go back and correct any errors. Additional comments and date changes are saved.
Submit Provisional Permanently saves the current Interpretation as a Provisional Interpretation
Upon Saving a new Provisional Interpretation it will appear at the top of the "Saved Provisional and Approved Interpretation(s)". The current Saved Provisional Interpretation will always be marked with a green flag.
Every time a curator updates an Interpretation (e.g. new evidence, new evaluations, etc.) they can choose to Save the updates by clicking the Save button in the Evaluation Summary. They will then be invited to Save that new Interpretation as Provisional.
Upon Saving a New Provisional Interpretation then that will now be the new current Saved Provisional and will appear at the top of the "Saved Provisional and Approved Interpretation(s)" panel and be marked with a green flag. The previous current saved Provisional Interpretation will now become archived, and its green flag will be replaced with a grey archive box.
A. Click to make further edits to the Evaluation Summary
F. Click to initiate the process for Provisionally Saving the Interpretation
