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wiki:autolit:screening:configure [2022/05/24 20:41] kevinkallmes |
wiki:autolit:screening:configure [2024/04/01 17:34] (current) jthurnham [3. Editing, Ordering and Deleting Exclusion Reasons] |
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====== Configuring Screening ====== | ====== Configuring Screening ====== | ||
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The first step in the Screening process is configuring the Exclusion reasons. The steps for adding and editing exclusion reasons will be covered here. | The first step in the Screening process is configuring the Exclusion reasons. The steps for adding and editing exclusion reasons will be covered here. | ||
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+ | Optionally, you can also add and edit [[: | ||
===== Steps for Configuring Exclusion Reasons: ===== | ===== Steps for Configuring Exclusion Reasons: ===== | ||
- | ==== 1. Navigate to Configure | + | ==== 1. Navigate to Configure |
- | Once you are in a nest, hover over the Nest menu and click on " | + | Once you are in a nest, hover over the Nest menu and click on the gears icon next to Screening |
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- | {{: | + | |
**//If someone has already set up Exclusion Reasons for the nest, they will appear here.// ** | **//If someone has already set up Exclusion Reasons for the nest, they will appear here.// ** | ||
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+ | {{ : | ||
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==== 2. Add Exclusion Reasons ==== | ==== 2. Add Exclusion Reasons ==== | ||
- | Click " | + | Click " |
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2023-10-11_at_13.03.48.png?nolink |}} |
=== Import an Exclusion Reason Set === | === Import an Exclusion Reason Set === | ||
- | If your Organization has created templated Exclusion Reason Sets, you can import them using the " | + | If your Organization has created templated Exclusion Reason Sets, you can import them using the " |
- | This will open a modal where you can choose from your Organization' | + | This will open a modal where you can choose from your Organization' |
- | ==== 3. Editing and Deleting Exclusion Reasons ==== | + | ==== 3. Editing, Ordering |
To edit an Exclusion Reason, click on the pencil icon. If you edit the text of an exclusion reason, your edits will also be reflected on studies to which that reason has already been applied. | To edit an Exclusion Reason, click on the pencil icon. If you edit the text of an exclusion reason, your edits will also be reflected on studies to which that reason has already been applied. | ||
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+ | To order your list of exclusion reasons and determine how they are displayed in Screening, click the 6 dots icon (blue outline in screenshot above) and drag and drop in your desired order. To order your exclusion reasons in a hierarchical fashion, use the arrows to indent reasons beneath others. In the above example, "In vivo study" and "In vitro study" are beneath "Study not performed on living humans." | ||
To delete an Exclusion reason, click the trash icon. **// | To delete an Exclusion reason, click the trash icon. **// | ||
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+ | ==== PRISMA Settings ==== | ||
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+ | By selecting PRISMA Settings (in green) you can: | ||
+ | - Group exclusion reasons shown in the auto-generated PRISMA diagram. If you have created hierarchical exclusion reasons, you can choose to display all reasons (i.e. both specific and root/parent reasons) or root reasons (the first set of grouping), and so on. | ||
+ | - Assign an existing exclusion reason to represent "No Full Text Available" | ||
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+ | {{ : | ||
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+ | ===== Steps to add User Keywords ===== | ||
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+ | To learn how to add User Keywords from the Configure Screening page, click [[: | ||
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==== Add Exclusion Reasons on the Fly ==== | ==== Add Exclusion Reasons on the Fly ==== | ||
- | You can add Exclusions Reasons as you screen. To do so, in the Screening module, begin typing in an Exclusion Reason. If the reason of interest has not yet been configured, you will be presented with the ability to "Add Option." | + | You can add Exclusions Reasons as you screen. To do so, in the Screening module, begin typing in an Exclusion Reason. If the reason of interest has not yet been configured, you will be presented with the ability to "Add Option." |
==== Signaling "No Full Text" ==== | ==== Signaling "No Full Text" ==== |