After you run your search strategy, you must save all the results in a reference management system for later screening. As mentioned in the Devise Your Search Strategy section, keep records of how many sources are produced from each search, as you will need to complete a flow chart of your sources and information later in the screening process.
"First pass (Title / Abstract).This is where you examine titles and abstracts to remove obviously irrelevant material. At this stage you may not need to provide a justification for your exclusions.
Second pass (Full text). This is where you examine the full text for compliance with your eligibility criteria. At this stage you must provide reasons why you exclude documents."
(Graphic and information from UNISA Libraries)
Inclusion and exclusion criteria come into play when screening your articles. During the first “pass” through your collected sources, you don’t need to provide rationale for those sources you exclude.
In the second “pass,” a rationale for exclusion should be added for every article that is not included in the scoping review. These rationales are generally documented in an appendix of a published review.
It is standard practice that, if there is a disagreement between two team members about whether a source should be included or excluded in the review, a third team member breaks the tie.