Hello Marie,

The Inclusion (I) and Exclusion (E) flags are not tied directly to any of the coding tools. They are a mechanism to help manage the items that you are currently working with and are assigned manually (through the ‘Assign documents to be Included or Excluded’ icon). There could be many reasons why a reviewer may wish to consider an item excluded and those reasons may span across many different codes in different coding tools. It is possible that an item that is marked as (E) at one point may be an (I) at a later point depending on what they reviewer is doing with that item at a particular time. If you are referring to Include and Exclude with respect to screening, it is the codes in your screening codesets and how they are applied that should determine the items status (and the (I) and (E) flags can be assigned, if you wish, to reflect that coding).

Best regards,

Jeff