Documentation
If you are an author or co-author on a review you are likely to be responsible for writing the search section of the review methodology. It is therefore important to retain documentation on everything you have done to enable an accurate representation of all of your actions, and the creation of the PRISMA flowchart
Database searches
Tips:
Copy and paste a print version of all searches on the day they are run to a Word document
Never overwrite or delete saved searches
Use accurate version control, include dates in file names
Save documents in a review specific folder
Grey literature searches
Tips:
Screenshot all searches and resulting numbers to a Word document
Check how published systematic reviews have documented their grey literature searching method.
Personal records
Use Trello to create 'a diary' detailing all decisions and interactions
Create a new folder for each project in your document drive
Save all emails and documents