Project Settings
Project settings control the core configuration of your systematic literature review. Some settings can be updated at any time; others are locked once screening begins. This page describes each setting and when you can change it.
Opening project settings
From your project dashboard, click the Settings icon or navigate to Settings in the project sidebar. The settings page is divided into sections.
General settings
Project name
The project name appears on your dashboard, in exported reports, and in any links shared with team members. Click the name field to edit it and save your changes.
Description
The description is an optional free-text field for documenting the scope and purpose of the review. Use it to capture information such as the research question, the databases searched, or the date range of the literature search. It is visible to all project members.
Screening configuration
Screening type
The screening type determines how many reviewers assess each study and how disagreements are resolved. This is set when you create the project and cannot be changed after the project is saved.
| Type | Description |
|---|---|
| Single screening | One reviewer screens each study. Optional QC step audits a sample of decisions. |
| Double screening | Two reviewers independently screen each study. Disagreements go to reconciliation. |
If you chose the wrong screening type, you must create a new project. The screening type is permanently locked after project creation.
Reconciliation type (double screening only)
For double-screening projects, the reconciliation type controls how disagreements are handled after both reviewers have screened a study. Options vary by project configuration; your project lead or administrator can advise on which setting is appropriate.
Auto-reconciliation
Auto-reconciliation is enabled by default in double-screening projects. When both reviewers make the same decision on a study, that decision is automatically accepted without requiring manual reconciliation. You can review the auto-reconciliation configuration in project settings.
Quality assurance settings
QC percentage (single screening only)
In single-screening projects, the QC step audits a sample of decisions rather than every study. The QC percentage determines what fraction of completed screening decisions are included in the QC queue.
For example:
- 10% - the QC reviewer checks 1 in every 10 decisions
- 25% - the QC reviewer checks 1 in every 4 decisions
- 100% - every decision is reviewed by the QC reviewer
A QC percentage of 20–25% is a common starting point for projects that want meaningful quality assurance without overwhelming the QC reviewer. Adjust based on your team's capacity and the review's standards requirements.
The QC percentage applies to both the title/abstract screening phase and the full-text screening phase. You can update this value at any time, including after screening has started - the change takes effect for decisions not yet added to the QC queue.
Saving changes
Click Save after making changes to any editable setting. A confirmation message confirms that the settings have been updated. Changes to the project name and description take effect immediately across all views.