Tutorial · 8 min
How to use Systematic Review
Screening and PRISMA counts you can defend
Set your inclusion and exclusion criteria, screen records with AI-prepared evidence for each criterion, and get a PRISMA flow generated from your own counts.
Before you start
- • A review question
- • Inclusion and exclusion criteria
- • Records in your library
Steps
- 1
Open Systematic Review
Sidebar → Systematic Review.
- 2
Write the protocol first
State inclusion and exclusion criteria before you look at any record. This is what makes the screening defensible.
- 3
Screen record by record
AI prepares cited evidence per criterion; the include or exclude decision stays yours, and each exclusion gets a reason.
- 4
Reconcile with a second screener
Use Collaborative Screening or Dual-Extractor Reconciliation when two reviewers must agree.
- 5
Generate the PRISMA flow
Counts come from your own screening decisions, so the diagram matches the audit trail.
Tips
- • Pilot your criteria on 20 records before screening the full set.
Troubleshooting
PRISMA numbers do not add up
Every excluded record needs a reason recorded; unreasoned exclusions are not counted in the flow.