AB Manager Workflow Scheduling Insights

About Data and AI

Workflow Scheduling Insights is a browser-based analytics dashboard that uses CSV files exported from AB Manager to help analyze workflow schedules, milestones, workload, gaps, and trends.

The source data originates in AB Manager and is exported by the user as CSV files. After export, the dashboard processes the working data locally in your web browser.

Workflow Scheduling Insights does not upload exported working data back to AQS servers for analytics or AI processing. This gives your organization flexibility to determine whether and how optional AI features may be used, according to your own security, confidentiality, and IT policies — without embedding AI directly into the core AB Manager online system.

Why We Designed It This Way

Workflow Scheduling Insights is intentionally designed as a flexible snap-on analytics tool that complements AB Manager.

This approach provides several advantages:

Customer-controlled analysis — exported data is analyzed locally in your browser.
Optional AI — use Gemini or other approved AI tools only if permitted by your organization.
Fast customization — new analytics, dashboards, and workflow insights can be added quickly without impacting the core AB Manager platform.
Security flexibility — organizations maintain control over how exported data is reviewed and analyzed.

Getting Started

Step 1 — Download the Dashboard

Download the Workflow Scheduling Insights HTML file to your local computer.

Download: ab_manager_workflow_scheduling_insights

Step 2 — Export Data from AB Manager

You will need two CSV exports:

Labs CSV

In AB Manager:

Laboratory → Laboratory → Export CSV

Milestones CSV

In AB Manager:

Scheduling → Workflows → Milestones

Set:

Milestone Status = All
Workflow Status = All

Then select:

Export CSV

Step 3 — Open the Dashboard

Double-click the downloaded HTML file to open it in your browser.

Step 4 — Load Your Data

Upload:

Labs CSV
Milestones CSV

The dashboard remembers your most recently loaded files locally in your browser for convenience.

Optional AI Features

If enabled by your organization, you may optionally connect an approved AI provider (such as Gemini) to ask questions about your workflow data.

Examples:

• Which labs have the most parameters?
• Are there labs without an open onsite workflow?
• Which workflow types are most frequently overdue?
• What scheduling bottlenecks do you see?

AI analysis occurs only through the AI provider selected by your organization and remains under your organization’s control.