Skip to content

Guideline settings

On the top right corner of the guideline, there is the preview mode on/off, activity log, settings, and search. 

The settings include:

1. General. Information about the guideline including the owner (personal or organization), main editor name and contact information, language, start date, sponsors, disclaimer, and description. 
2. Guideline customization (admins only). Options for the following features: a) Enable possibility for users to subscribe to update of the guideline, b) Show first lines of section text, c) Show comments in published versions (comments in the Feedback tab for recommendations), d) having author track changes in the guideline on/off as default (note: the activity log is always on), e) showing section numbers, f) showing banner with GRADE description about strength of recommendations when clicked, g) show certainty in the recommendation strength label, and h) using the GRADE 4-factor or 7-factor evidence to decision framework for recommendations. 
3. Permissions. View guideline members (admins, authors, viewers, and reviewers). Admins can add/remove or change roles of members. 
4. Conflict of interest management (admins only). Option to record and publish financial and intellectual conflict of interest information of guideline members. 
5. Publishing and version history. Guideline permalink to most updated guideline version, button to publish your guideline and option to make that version publicly accessible (note: only admins can publish), and view and link for previous versions.
6. Milestones and Checklists. Option for planning and recording steps in guideline development. All members can view, but only admins can edit this. 
7. Voting and Delphi tool for guideline level questions (scooping, etc.). Option to create a poll for guideline members. Note: this feature is currently in development. 
8. Tags.
9. Create Word export.
10. Create, view, and customize PDFPublish current version of guideline to PDF and access previous versions of PDFs. Customization options including how to display your PICOs (evidence), text in one column or two, cover page, and others. 

In draft: For most things, only admins can edit, authors can view.
In published versions: admins can edit permissions, and view the other information.

Last Updated: 6 November 2023 

Feedback and Knowledge Base