We've introduced a major enhancement to Workflow and AI Copilot settings in EasySLR, providing significantly greater flexibility in how screening workflows are configured and managed.

Users can now independently configure reviewer requirements and AI behavior at each stage of the review process, enabling workflows that more closely align with project methodologies and team preferences.

This enhancement makes it easier to design review processes that balance reviewer effort, AI involvement, quality control, and efficiency.

What's New?

Independent Reviewer Requirements by Screening Stage

Previously, reviewer requirements were managed through a single setting across the screening workflow.

With this update, reviewer requirements can now be configured separately for:

• Title & Abstract Screening

• Full-Text Screening

This allows teams to define different review requirements at each stage based on project complexity and methodology.

Examples include:

• Single review at Title & Abstract Screening and dual review at Full-Text Screening

• Dual review at Title & Abstract Screening and single review at Full-Text Screening

• AI-assisted workflows with different reviewer requirements at each stage

Why This Matters

Different stages of the review process often require different levels of scrutiny.

For example:

• Title & Abstract Screening may involve a larger volume of records where only one vote may be required.

• Full-Text Screening may require additional reviewer oversight.

The new configuration provides the flexibility to tailor reviewer requirements to each stage rather than applying a single rule across the entire workflow.

Enhanced AI Copilot Configuration

AI controls have also been redesigned to support independent stage-wise configuration.

Users can now configure AI separately for:

• Title & Abstract Screening

• Full-Text Screening

• Data Extraction

• Mini Data Extraction

This provides much greater flexibility in determining where and how AI participates throughout the review process.

Configure AI Differently at Each Stage

Previously, AI configuration was more tightly coupled across the workflow.

Now users can independently choose how AI behaves at each stage.

Examples include:

• AI Assistant during Title & Abstract Screening

• AI Reviewer during Full-Text Screening

This enables teams to adopt AI only where it delivers the most value.

Multiple AI Participation Modes

For each stage, users can now independently choose between:

AI Assistant

AI provides:

• Suggestions

• AI Notes

• PICOS extraction

• Supporting rationale

while human reviewers remain responsible for final decisions.

AI as One of the Reviewers

AI acts as an independent reviewer alongside human reviewers.

This is particularly useful for:

• Dual-review workflows

• Quality control processes

• Reviewer agreement assessments

AI as the Only Reviewer (Where Applicable)

AI can also be configured to independently review records without requiring human reviewer decisions at that stage.

This can significantly accelerate screening workflows where automation is preferred.

Key Benefits

Greater Workflow Flexibility: Configure different reviewer requirements and AI behaviour at each stage of the review process.

Better Alignment with Review Methodology

Support a wider range of workflows, including:

• Single-review workflows

• Dual-review workflows

• AI-assisted reviews

• AI reviewer workflows

• Hybrid review models

Enhanced Quality Control

Configure AI Reviewer functionality at selected stages to provide additional review oversight and consistency.

Increased Efficiency

Reduce reviewer workload by tailoring both reviewer requirements and AI involvement according to project needs.

Example Workflow Configurations

Example 1: AI-Assisted Screening

Title & Abstract Screening

• 1 Reviewer

• AI Assistant Enabled

Full-Text Screening

• 2 Reviewers

• AI Assistant Enabled

Example 2: AI Reviewer Workflow

Title & Abstract Screening

• 2 Reviews Required

• AI Reviewer Enabled

Full-Text Screening

• 2 Reviews Required

• Human Reviewers Only

• AI Assistant Enabled

Example 3: Hybrid Workflow

Title & Abstract Screening

• AI Assistant

Full-Text Screening

• AI Reviewer

This flexibility allows teams to build workflows that best fit their review objectives and resource availability.

Summary

The new Stage-Wise Reviewer & AI Configuration enhancement provides complete control over how reviews are conducted throughout the EasySLR workflow.

By allowing reviewer requirements and AI behaviour to be configured independently at each stage, teams can build more efficient, flexible, and methodologically appropriate review workflows while maximising the benefits of AI-assisted evidence synthesis.