To set up the instructions, select 'Title and abstract Screening Instruction' from the Project Dashboard.
There are three possible options for setting up the instruction in Title and abstract screening stage.
Load standard template - you can set the most commonly used template as the default and upload it whenever you need. Defining a default template is available in the ‘Templates’
section.
If you don’t set any default temple, this option will be unavailable (see the example on the screenshot). Remember that once uploaded, you can quickly modify the default template to suit the project's requirements.
Pick from templates - your organization may have already prepared templates ready to reuse in similar projects so that can use and modify them according to your needs.
Start from scratch - if you want to build your Title and abstract form from scratch, you can do this by selecting 'Use an empty form' option
Tip: Remember to create a new instruction or upload an existing template first, because without it you won't be able to proceed with the project setup and distribute records.
Tip: All details related to the creation of the Screening instruction as well as Screening instruction management are available in the ‘Screening instructions’ section
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