Navigating the Dashboard
When you sign in to ActiveSLR, you land on the main dashboard. This page explains the key areas of the interface so you can find what you need quickly.
Main dashboard
The main dashboard shows all the projects you have access to. Each project appears as a card displaying:
- Project name and description
- Current phase (e.g., title/abstract screening, full-text screening)
- Progress indicators (studies screened vs. total)
- Your role in the project
Grid and list view
You can switch between a grid view (default) and a list view using the toggle in the top-right corner of the dashboard. The list view is useful when you have many projects and want to scan names and statuses quickly.
Use the list view if you manage more than five projects - it makes it easier to compare statuses at a glance.
Sidebar navigation
The left sidebar contains two levels of navigation:
Organization-level sidebar
The top section of the sidebar applies to your organization as a whole:
- Dashboard - returns to the project card view
- Organization settings - manage members, billing, and organization profile
- New Project - shortcut to create a new project
Project-level sidebar
When you open a project, the sidebar updates to show project-specific pages:
- Overview - project summary and progress metrics
- Files - upload and manage reference files
- Deduplication queue - run and review deduplication results
- Title/Abstract Screening - the main screening phase
- Full-Text Screening - upload PDFs and screen with full text
- Data Extraction - structured data capture for included studies
- Settings - project configuration, team members, and PICO criteria
Project settings section
Within a project, the Settings page lets you:
- Edit the project name and description
- View (but not change) the screening type
- Manage team members and their roles
- Configure PICO criteria (Population, Intervention, Comparator, Outcome) for the review
- Set QC sampling rates (single-screening projects)
PICO criteria are displayed to screeners during the screening phase as a reference. They do not affect automated decisions - they are a guide for human reviewers.