TABLE OF CONTENTS

• Decision-making in the Focus Mode with and without AI help
• Adding and modifying comments
• Structured comments
• Changing the screening decision
• Sending decisions

Decision-making in the Focus Mode with and without AI help

During Full-text screening, you are responsible for deciding which records to include and which to exclude.

• Use the Inclusion button (in the Inclusion section) when a record meets the inclusion criteria specified in your screening instruction. 
• Conversely, use the one 'E1-En' exclusion button (in the Exclusion section) to exclude references.
• To confirm, click the Apply button at the bottom of the decision panel.

Tips: You can use keyboard shortcuts to screen your records faster - to Save decision and go to the next reference, click Ctrl + Enter. Throughout the screening, you will have access to the screening instructions. To access the screening instructions, click on the 'Instructions and Highlights' tab in the left sidebar

In some cases, more than one PDF file may be uploaded (e.g. supplements) for a single reference. You can access these materials by clicking on the "Next PDF" button.

If enabled by the project manager during screening setup, AI-generated suggestions assist your Full-text screening through two interfaces: the Actions panel and the Logic panel.

1. 'Action' panel

The Actions panel provides a high-level recommendation for quick record processing: a small icon 'AI' indicates the answer, and the corresponding decision button is highlighted. To accept this suggestion, click on the highlighted answer or use the keyboard shortcut Ctrl+Enter. 

2. 'Logic' panel

The Logic panel provides granular evaluation across individual screening criteria, detailing how the model arrived at its conclusion.  The core elements are: 

Detailed question with instructions used by the model to evaluate the reference

Model suggestion - displays the criterion-level decision - Yes/No/Unclear

Model rationale of the decision - Outlines the textual evidence and reasoning behind the suggested answer.

Moreover, selecting any logic question immediately highlights the relevant elements of the PDF. 

You can manually alter the answer to any individual question. If changing a criterion-level response changes the underlying decision logic, the record's overall screening status updates automatically.

Adding and modifying comments

During the screening process,  you can add comments, which may be useful for expressing uncertainty or for further discussion when reconciling disagreements.

To add a comment, start typing in the ‘Comment' box. The comment will be saved automatically. 

If you want to edit your comment or add something else, click on the box once again and start typing.

Structured comments

Laser AI also allows you to use structured comments (so-called tags or labels), to improve the organisation of the project. These tags are a way of categorizing and grouping references for better management. 

When you come across records that should be tagged according to your screening instruction, select the relevant tags from the “Structured comment” list.

Changing the screening decision

You have the flexibility to change your screening decision at any time. However, you should do so before clicking the Send decision button, which can be found in the References view.

There are two ways to change your decision:

• Go to the reference list and identify a study that requires a new decision (you can use the search/filter panel). Click on the rubber icon (the study will return to the 'to review' batch)

• In Focus mode open reference list in the sidebar navigation panel and identify studies that require new decisions and apply new decisions.
  

Tips: Changing the screening decision after clicking the 'Send decision' button is possible via the Reference list in the Project Manager dashboard. However, the change decision functionality depends on your role in the project and the permissions you have been granted.

Sending decisions

Once you are satisfied with your screening decisions for a set of records, you should complete the screening process by clicking the Send Decision button. You will no longer be able to make changes to these records. However, you will still be able to access them in the Task Board, where they will be categorised as completed records. Overwriting the decision at this point is available in manager mode within the Reference detail view. 

RELATED ARTICLES  

1. How to start Full text screening   
2. Resolving conflicts during Full text screening  
3. Overwriting decision  
4.  AI-supported full text screening