Stages

Stages are pivotal in managing the workflow and progress of tasks throughout a project. They provide a structured path to track the various phases of data annotation, verification, and finalization. Understanding and properly configuring stages is crucial for maintaining a seamless workflow and ensuring that tasks are completed efficiently and accurately.

This section outlines the four types of stages available on the platform, their purpose, and how to configure them to suit your project’s needs.

Default Stages

When a new project is created, the platform automatically provides five default stages to help you get started. These are:

1. Annotation

2. Declined

3. Deferred

4. Completed

Default stages

Each default stage corresponds to a key phase in the project lifecycle, enabling you to track and manage tasks at each critical milestone. You can customize these stages or create additional stages to better align with your specific project requirements.

Stage Types

The platform provides four distinct stage types, each designed for different aspects of the annotation process:

1. Annotation: This stage is where the core work of data labeling and attribute assignment is performed. It is essential for setting the foundation of the project.

2. Verification: This stage allows for the review and validation of annotated data, ensuring quality and accuracy.

3. Miscellaneous: Used for managing tasks that fall outside the main workflow, such as items that are deferred or declined.

4. Final: Marks the completion of the project, where all tasks are finalized, and the project is ready for delivery or closure.

Configuring Stages

The platform allows users to configure each stage according to their specific needs. Here's how to configure the various stage types:

General Configuration

Each stage type requires the following inputs:

• Name: Enter the desired name for the stage.

• Localized Title: Optionally, enter a localized version of the stage name.

• Color: Choose a color to visually represent the stage using the color palette.

Miscellaneous stage configuration

In addition, you can configure the Transitions section, which determines to which other stages files can be moved. To add a transition:

1. Click the "Add Transition" button.

2. Fill in the necessary fields, including the target stage and optional color for the transition.

3. Apply changes once the configuration is complete.

Stage Management

There is no limit to the number of stages you can create, allowing you to tailor the workflow to your project’s requirements. Each stage can be customized further to include specific transitions between stages.

Role-Based Permissions for Stage Transitions

Users with different roles have different capabilities when it comes to transferring files between stages:

• Project Managers and higher-level roles can move files to any existing stage, whether from the editor or the files list.

• Workers (users with lower-level roles) can only transfer files to stages that have been configured by users with higher-level roles.

• Customer Users can only view the current stage of a file in the editor, but they do not have permissions to modify the stage or transfer files.