Task distribution for Full text screening

This step allows assigning Full-text screening tasks to project team members. Prior to distribution, there will be no records available in the My Task section.

To assign references to Researchers, select 'Screening Tasks' from the Full text stage dashboard. The first step is to decide whether or not to automate the distribution. The default option is non-automated distribution - this method requires each batch of references to be manually distributed to Researchers. In the case of automated distribution, the Manager sets up the distribution method once and then each subsequent batch of references is automatically distributed between Researchers according to the predefined strategy. 

 Restriction: if you choose automated distribution, you won’t be able to change it.

Screening task distribution panel showing automated distribution disabled and proportional assignment selected.


Next step is to choose the number of references to be distributed. Then, you can assign references in one of two ways:

  • Proportionally - the selected number of references will be distributed proportionally among chosen researchers

Task distribution panel showing automated distribution disabled and proportional assignment selected.



  • Individually - the selected number of references can be distributed in various percentages between researchers. First, you have to click on the Padlock icon to unlock the option to assign references to the particular researchers. Next, move the slider for each person individually to set the number of screening tasks according to their availability or experience. After finishing, don't forget to click 'Distribute'.

Screening task distribution panel, showing the automatic distribution disabled and the individual assignment selected with the unblocked sliders for the task distribution for the available users.



RELATED ARTICLES

  1. Organization settings

  2. Changing distribution method during full text screening
  3. Full-text screening - redistribution of task  

  4. Assigning references after removing users in Full text screening stage    





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