Guide: The Screening & Selection Workflow

Filtering Studies with Confidence

The screening stage is where you apply your predefined criteria to identify the studies relevant to your research question. RevPro provides a structured and collaborative environment for this crucial task.

Step 1: Manage Your Inclusion & Exclusion Criteria

Before you begin, navigate to "Screening" > "Manage Criteria". Here, you can define the specific inclusion and exclusion rules for your review. These criteria will be visible to all reviewers during screening to ensure consistent decision-making.

Step 2: Title & Abstract Screening

Once your unique studies are ready, begin the "Title & Abstract" screening stage. In the screening interface, you will see one study at a time. For each study, you can:

• Read the title and abstract.
• Make a decision: Click "Include", "Exclude", or "Maybe".
• If excluding, you can select one or more predefined exclusion reasons.
• Add notes for your team.

Step 3: Full-Text Screening

Studies that pass the initial screening move to the "Full-Text" stage. The process is similar, but now you will review the entire article to make a final inclusion or exclusion decision.

Step 4: Resolving Conflicts

If two reviewers make different decisions on the same study, it is flagged as a conflict. A senior reviewer can then go to the "Resolve Conflicts" page, view the conflicting decisions side-by-side, and make a final, binding decision. This ensures every study is fairly and transparently assessed.