Navigate to <https://app.covidence.org/reviews/active>

Click on the review you would like to edit.

In the fields on the Settings page, you can adjust how many reviewers will be needed for each stage of article screening. For a systematic review, you will need at least 2 reviewers for initial screening.

For a systematic review, you will need at least 2 reviewers for full text review.

If you plan to complete data extraction in Covidence, you will need to choose a data extraction tool. For more information on the two tools, click the "extraction tool" link from the field title.

When you are satisfied with these settings, click "Save"

Your review team can be managed in the "Reviewers" tab in the project Settings.

To invite a team member, click "Invite another reviewer." This individual will be given access to your project only.

Enter in the reviewer's name and email, and click "Invite" to add them to your review. Reviewers must accept the invite via email to gain access to your project.

You may add reviewers from any organization, not just UTHSC. When you add reviewers to your project, they will be able to access your project and complete all project functions in Covidence. Reviewers will not be able to create new reviews without a Covidence subscription. UTHSC users who wish to create projects must email library@uthsc.edu.

Click "Team settings" to manage which role team members will fill throughout the review stages.

Click "Manage rules" to give specific team members screening or conflict resolution rules.

For each team member you specify, you must click "Add" to assign them to a role.

Team member roles can be set for initial Title/Abstract screening, Full text review, and Extraction.

Click "Eligibility criteria" to add in your study's eligibility criteria in order to display it during screening.

For each PICOS field, you may specify the Inclusion and Exclusion criteria to be used to evaluate articles in your study. Viewing this criteria can be toggled on and off while completing article screening.

Each PICOS field defaults to a bulleted list. You do not need to fill out every field, though providing this information is helpful for interrater reliability in screening.

When you have finished entering Inclusion and Exclusion criteria, click "Save"

If you would like to automatically highlight some words or phrases during screening, click "Highlights" from the Eligibility Criteria settings page.

Enter the words you would like highlighted in either the Inclusion or Exclusion columns. Inclusion terms will be highlighted in green while Exclusion terms will be highlighted in yellow. Click "Add" to enter the word or phrase to your Highlights.

When completing a systematic review, you will need to provide summative list of reasons why articles were excluded during the Full-Text Review stage. Covidence has predefined common exclusion reasons, but these can be modified. Click "Full-text exclusion reasons" from the Eligibility Criteria settings page to modify.

To add an exclusion reason, click the "Add exclusion reason" field.

Type in your exclusion reason and click "Add". Predefined reasons can be deleted with by clicking on the red trash can button to the right of each reason.

When you are finished modifying exclusion reasons, click "Done" in the bottom right corner.

If necessary, you may add exclusion reasons during Full-text screening, but it is not recommended that you delete any exclusion reasons once Full-text screening has begun. This ensures data consistency in the PRISMA (2020) flow cart.

To create tags to organize your studies, click "Study tags" from the Settings page.

You can customize study tags by entering your tag and clicking the "Add" button. These tags can be applied by your review team while screening, and can be used to sort and filter articles later.

Once you have adjusted your Review Settings, click on your review title in the top left corner to return to the review home page.

If you have any questions about using Covidence, please email library@uthsc.edu.