Hello Nemika,

When you say 'exclude the studies automatically' are you referring the assignment of the 'I' and 'E' flags? These flags are not tied to any particular coding tool (such as your screening tool). The reason someone might decide to assign the 'E' flag to an item could be based on multiple decisions spread across multiple coding tools.

The main purpose of the 'I' and 'E' flags is to determine what items get displayed in the 'Documents' tab when you load your review. When you load a review just the items with the 'I' flag get displayed.

You can assign the 'E' flag to an item based on its coding. For example, if you wanted all of the items that have been assigned a particular Exclude code from a particular screening tool you would click the 'Assign documents to be included or excluded' icon in the documents tab and then select 'Documents with this code' in the 'Assign documents' window that will appear. Next, select the appropriate code, make sure 'exclude' is selected and then click 'Assign'. The 'E' flag will then be assigned to all of the items with that particular code.

Or did you mean something different?

Best regards,

Jeff

Hello Amy,

I'm not sure I am following what you have described but you can bulk assign a code by selecting the appropriate items in the 'Documents' tab, right-clicking the code that you want to assign and then select 'Assign selected items to this code'. This will assign that code to all of the selected items.

When you say you 'want them excluded temporarily from the review' do you mean assign the 'E' flag. You can assign the 'E' flag as I described in my earlier reply.

If you are trying to find items that have not been coded using a particular coding tool you can run a search using the 'that don't have any codes from this set' option. Of course, the best way to keep track of the items that you have coded and not coded is to create coding assignments in the 'Collaborate' tab.

Is this what you are asking?

Best regards,

Jeff.

Also can I add the other collaborator after I have coded

Apreciate all your help Jeff...I think I have got it. It shows in review statistics now all that I have coded as incomplete but not in collaborate but I am assuming this is because I set all documents coded to exclude so I can add the exclusions in a manageable way and then when I include all in the review they should show up in the collaborate view as not complete  After this I can add additional  reviewers and assign them a portion to review using compare, after we finish we resolve disagreements and mark all complete for that coding set. Is this correct?