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How to create and manage eligibility criteria

Setting up a review

How to create and manage eligibility criteria

Last updated on 18 Jun, 2026


What are eligibility criteria?

Eligibility criteria define which studies should be included in or excluded from your review. They provide a shared reference point for your review team, helping reviewers make screening decisions using the same standards.

You can add eligibility criteria during Review Setup and update them at any time throughout your review.

Why define eligibility criteria before screening?

Defining eligibility criteria before screening helps your team:

  • Make screening decisions more consistently

  • Reduce disagreements between reviewers

  • Stay focused on the review scope

  • Improve the transparency and reproducibility of your review

Your eligibility criteria are available during screening, making it easy for reviewers to refer back to the agreed requirements when assessing studies.

Adding eligibility criteria

You can add eligibility criteria at any time using Review Setup.

  1. Navigate to your review

  2. On the Review Summary page, locate the Review Setup section

  3. Click Setup or select Eligibility criteria

Review setup.png
  1. Select a question framework. The framework determines how your eligibility criteria are organized and helps define the scope of your review.

Eligibility Criteria page.png
  1. Covidence supports PICOS, PECOS, PCC, PICo, SPICE and SPIDER. For guidance on selecting the most appropriate framework for your review, see Choosing a question framework.

Select question framework.png
  1. Enter your inclusion and exclusion criteria.

  2. Click Save at the bottom of the page.

PICOS framework.png

View eligibility criteria during screening

Your eligibility criteria are available during title and abstract screening and full-text review.

Click Show criteria in the toolbar to display them above the study list. Click Hide criteria to collapse them.

You can also resize the criteria panel and scroll through the content as needed.

View criteria.gif

Using the criteria as a shared reference helps ensure decisions are based on the review question rather than individual interpretation.

Updating eligibility criteria

Reviews often evolve as new information emerges. If your team agrees that the review scope or requirements need to change, you can update your eligibility criteria at any time by returning to Review Setup → Eligibility criteria and saving your changes. Updates are immediately visible to all review team members.

Best practices

  1. As a team, discuss and agree on the eligibility criteria for your review

  2. Add your eligibility criteria to Covidence before starting screening

  3. Refer to your eligibility criteria regularly during screening

  4. Continuously update whenever review decisions or scope changes

  5. Ensure all reviewers are aware of any changes

Maintaining clear and current eligibility criteria helps your team stay aligned and supports a more transparent, reproducible review process.

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