Editorial and Publishing Policy Resource
IMS workflow for Cochrane Reviews

The workflow system in Archie was designed primarily to help Managing Editors and others working in Cochrane Review Group (CRG) editorial offices manage their work more efficiently and effectively. At its most basic level, the workflow system helps CRGs track the progress of individual reviews through the editorial process and notifies authors, editors, and others involved in writing and editing reviews when they need to take action. Beyond this, the reports that can be generated by the system can help CRGs to analyse, reflect on, and improve their own internal processes. Insights gained in this way could be shared (voluntarily) with other CRGs to improve practice across the Collaboration.

Mandatory use of the workflow system

Use of the workflow system in Archie is mandatory for all CRGs. In practical terms, this means:

  • CRGs are expected to use the Protocol Development, Review Development,and Review Update workflows to manage, and keep an accurate record of, the editorial processing of all reviews in the CRG. This means using the workflows as much as possible in a regular, real‐time way (rather than in an administrative, after‐the‐fact fashion), so that they reflect what really happens on a day‐to‐day basis as accurately as possible.
  • CRGs are strongly encouraged to use the Title Registration workflow in any way they find helpful, but use of this workflow is optional at this time.
  • CRGs are encouraged to use the Protocol Amendment and Review Amendment workflows, particularly in cases where it is important to keep a record of the editorial processing of significant amendments, such as the correction of a serious error which results in changes to the conclusions of a review, but use of these workflows is optional at this time.

User documentation and other resources

A User Guide to Workflows is available on the Cochrane IKMD website.

Managing Editors with questions about the workflow system can contact Managing Editor Support (mesupport@cochrane.org).

Section info
Describe change
Removed and archived section on 'Available workflows', as per request from Liz Dooley (18 January 2017) - Monaz
Change date
10 March 2017