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Study Protocol
Revised

A Realist Review Protocol on the Contribution of  Mental Health First Aider Programmes to Staff Wellbeing within Hospital and associated healthcare settings

[version 2; peer review: 2 approved]
Previously titled: "A Realist Review Protocol on the Contribution of a Mental Health First Aider Programme to Staff Health and Wellbeing within an Irish Hospital Network"
PUBLISHED 03 Apr 2026
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Abstract

Background

Staff wellbeing is a growing concerns in healthcare settings, where increased workload, emotional demand, and organisational pressures contribute to stress, burnout, and reduced psychological safety. Mental Health First Aid (MHFA) training is an evidence-based programme designed to support early recognition of mental distress, provide initial reassurance, and facilitate signposting to appropriate help. Its specific contribution to staff wellbeing within hospital and associated healthcare settings, however, remains underexplored. This paper presents a protocol for a realist review that will examine how, why, and in what contexts an MHFA programme may support staff wellbeing within hospital and associated healthcare settings.

Table 1.

PICO (Population, Intervention, Context, Outcomes) framework.

PICO element Key concept Inclusion/Exclusion criteria Population Healthcare Staff in hospitals and related healthcare settings Inclusion: Healthcare Staff in hospitals and related healthcare settings who have participated in, delivered, or been exposed to MHFA programmesInclusion: Studies from adjacent healthcare contexts (e.g., community or specialist settings) will be considered where they provide transferable explanatory insight relevant to hospital staff wellbeingExclusion: Healthcare Staff in hospitals and related healthcare settings who have not participated in, delivered, or been exposed to MHFA programmes Intervention Mental Health First aid Training and associated Implementation approaches Included: Mental Health First aid Training and associated Implementation approaches Context Time Inclusion: Publications 2010–2026. Limiting the search will support access to more recent date research articles Language Inclusion: Publications in English Hospitals and related healthcare organisational settings Inclusion: Hospitals and related healthcare organisational settings, including leadership support, team culture, psychological safety, stigma, and implementation conditionsInclusion: Studies from adjacent healthcare contexts will be considered where they provide transferable explanatory insights Outcome Proximal Confidence to provide peer support Reduce mental health stigma Improved recognition of mental distress Intermediate Help seeking behaviours Psychological safety Perceived Organisational Support Distal Patterns of absenteeism or retention Use of Staff Supports Broader Impacts on staff wellbeing

Methods

This protocol for a realist review will follow RAMESES standards to examine the contribution of MHFA training to staff health and wellbeing. The review will proceed through five stages: (1) clarifying the scope of the review; (2) developing initial programme theories; (3) searching for evidence; (4) extracting and synthesising data using realist logic; and (5) refining the programme theories. An expert panel will be convened to support the development and refinement of the programme theories as the review progresses. Conclusions This realist review protocol will guide the development of context–mechanism–outcome (CMO) configurations to explain how MHFA training may operate within different hospital contexts. The resulting programme theories may contribute to organisational strategy, leadership practice, and policy decisions aimed at improving staff wellbeing in acute hospital settings.

Keywords

Realist Review Protocol, Hospital Staff, Mental Health First Aid, Staff Wellbeing, Healthcare Workers.

Revised Amendments from Version 1

This revised version incorporates updates made following open peer-review feedback. The revisions clarify the scope of the review, strengthen conceptual consistency around staff wellbeing and workplace culture, and refine the PICO framework to better reflect a theory-driven realist approach. Minor additions have also been made to illustrate a potential CMO configuration and to include a reflexivity statement

See the authors' detailed response to the review by Karel Desmet
See the authors' detailed response to the review by Mary Lavelle

Introduction

Mental health is described by the World Health Organisation (WHO, 2019) as a state of mental well-being that enables people to cope with the stresses of life, realise their abilities, learn well and work well, and contribute to their community. It has intrinsic and instrumental value and is integral to our well-being. Increasing demands on hospitals have led to concerns around the working conditions and wellbeing of staff (Kinman & Teoh, 2018). Healthcare staff typically access mental health support through an Employee Assistance Programme (EAP), a work-based service that helps staff and organizations with personal, work-related, and psychosocial issues. Workplace stress “particularly among frontline staff” is the number one issue raised by healthcare staff within the EAP (Lynch, 2023).

In this review, staff wellbeing will be conceptualised as the primary outcome and will refer to psychological wellbeing and related workplace experiences, including mental distress, burnout-related strain, psychological safety, and perceived organisational support. Workplace culture will be considered a contextual and relational influence that may enable or constrain the mechanisms through which MHFA affects staff wellbeing, rather than a standalone outcome.

Mental ill health imposes significant economic burdens, manifesting in various ways such as elevated expenses due to absenteeism and staff turnover, as well as heightened pressure on healthcare service (Cook et al., 2024). Friends and family may notice early signs of mental illness but often don’t know how to help, resulting in delayed access to treatment. Programmes such as Mental Health First Aid (MHFA) offer evidence-based knowledge and skills to enhance engagement and prompt support. Insufficient focus on preventative initiatives has been posited as an explanation for sustained mental ill health prevalence rates in several countries, despite increased mental health expenditure and service provision (Jorm et al., 2017; Meadows et al., 2019). Delays in seeking care can exacerbate mental ill health conditions leading to worse outcomes and reduced quality of life (Ahad et al., 2023). Through MHFA training the whole hospital community can assist formal mental health services in early intervention for mental health disorders (Kitchener & Jorm, 2008 p. 59).

MHFA programmes are internationally recognised, evidence-based, accredited training courses designed to inform individuals about how to support someone experiencing mental ill health. This study aims to identify which aspects of the MHFA programme benefit whom, under what conditions, and how best to enhance hospital staff wellbeing.

Use of realist inquiry

Realist inquiry aims to understand “what works, for whom, under what circumstances, and why (Pawson et al., 2005; Pawson, 2006; Teeling et al., 2021a; Teeling et al., 2021b). Realist inquiry goes beyond exploring surface-level inputs and outputs by discerning how the resources of a specific intervention evoke and interact with stakeholders’ psychosocial responses and trigger mechanisms (M) that generate intervention outcomes (O) in specific contexts (C) (de Brun et al., 2020). Researchers develop a Context-Mechanism-Outcome (CMO) hypothesis to predict which mechanisms operate in different contexts and the resulting outcomes (Dalkin et al., 2015). This configuration is ideal for exploring the context-sensitivity of the impact of MHFA programmes on staff wellbeing in hospital and associated healthcare networks. For example, a potential early CMO Hypothesis could be, in contexts where senior leadership visibly supports MHFA participation and staff have protected time to attend training (C), the programme may trigger increased confidence and perceived organisational support among staff (M), leading to earlier peer signposting and help-seeking behaviours (O). Such provisional hypotheses will be tested and refined during the review.

This realist review protocol seeks to understand how, why, for whom, and under what circumstances MHFA programmes can influence staff wellbeing in hospital and associated healthcare settings. While existing evidence highlights the potential benefits of MHFA programme, its effectiveness is likely shaped by contextual factors, such as organisational culture, leadership support, and workforce dynamics. (Kitchener & Jorm, 2008). By exploring the mechanisms through which MHFA operates and the conditions that enable or hinder its success, this research seeks to provide a nuanced understanding of its impact.

The research question guiding the realist review described in this protocol is.

How, why, for whom, and under what circumstances do MHFA programmes influence staff wellbeing within hospital and associated healthcare settings?

The RAMESES guidelines provide standards to improve the rigour and comparability of realist and meta-narrative reviews (Greenhalgh et al., 2015). A five-stage structured methodology consistent with the RAMESES guidelines has been developed (Wong et al., 2017) which has been utilised to inform this review:

  • 1. Define the scope of the review and develop initial theories.

  • 2. Develop the search strategy.

  • 3. Review primary studies and extract data.

  • 4. Synthesise evidence and develop conclusions.

  • 5. Refine theory iteratively and disseminate findings.

Define the scope of the review and develop initial theories

The development of Candidate Programme Theories (CPTs) in a realist review provides a framework for analysing the causal mechanisms that may generate outcomes within specific contexts (Teeling et al., 2021b). Developing CPTs will involve identifying possible explanations for how the MHFA programme may work, for whom, and under what circumstances. This theoretical mapping will draw on a scoping review of existing literature, expert insights, and early conceptual thinking to form initial hypotheses about how the intervention may operate (Keown et al., 2024).

Realist “hunches” are initial, theory-informed assumptions about how an intervention might work, for whom, and in what contexts (Pawson, 2013). These early ideas will guide the identification of potential mechanisms and relevant contextual conditions. Academic supervision will support the assessment of these developing ideas, ensuring their plausibility and relevance to the MHFA programme (Wong et al., 2013).

To ensure practical and contextual relevance, a Local Reference Group (LRG) will be convened. The LRG will comprise MHFA programme participants, accredited MHFA instructors involved in delivery, and staff with responsibility for organisational wellbeing initiatives within hospital and associated healthcare settings. Membership will be purposively selected to ensure representation of delivery, participation, and implementation perspectives (Wong et al., 2016). Their insights will help refine developing CPTs so that emerging theories remain grounded in real-world experience and practice.

A preliminary scoping of the literature will further support the development of CPTs. Searches will include electronic databases (PubMed, Web of Science, PsycINFO, CINAHL, EMBASE, Cochrane Library), grey literature, and organisational sources such as the MHFA International website, using keywords related to realist review, healthcare staff, staff wellbeing, mental health, and MHFA (Booth, 2016).

Once CPTs have been developed in conjunction with the LRG and the scoping literature, they will be presented to an expert review panel for adjudication. The expert panel will comprise academic researchers with recognised expertise in realist review and organisational wellbeing research, alongside accredited MHFA instructors with experience of programme delivery and implementation in healthcare. Panel members will be selected based on demonstrated methodological and subject expertise to support credible adjudication of developing programme theories (Wong et al., 2016). The panel will confirm, refute, or refine the developing CPTs to strengthen their methodological rigour and practical relevance.

Following expert adjudication, the refined CPTs will become the Initial Programme Theories (IPTs). These IPTs will inform the next stages of the review, including refinement of the search strategy, development of inclusion and exclusion criteria, data extraction, and synthesis. As evidence is gathered, the IPTs will be iteratively tested and refined in line with realist principles (Dalkin et al., 2015; Wong et al., 2013).

This process will ensure the development of a coherent set of programme theories that will guide the remainder of the realist review.

Develop the search strategy

A comprehensive and theory-informed search strategy will be essential to support the development and refinement of programme theories for this realist review. The search strategy will follow RAMESES guidance, which emphasises iterative, purposive searching aligned with the evolving focus of the review (Wong et al., 2013; Wong et al., 2016).

Searches will be conducted across multiple electronic databases, including PubMed, Web of Science, PsycINFO, CINAHL, EMBASE, and the Cochrane Library. Additional sources will include grey literature, organisational websites such as MHFA International, citation searching, and the reference lists of included studies (Booth, 2016). The support of a university librarian will ensure that search processes are systematic, comprehensive, and appropriately targeted.

A PICO (Population, Intervention, Context, Outcomes) framework will be used to structure the development of search terms and guide inclusion and exclusion criteria (Methley et al., 2014; Schardt et al., 2007). The PICO criteria have been developed based on the research question, preliminary scoping of the literature, and anticipated areas of theoretical interest (Booth, 2016; Pawson, 2013). This approach allows the PICO inclusion and exclusion criteria to be refined as the Candidate Programme Theories (CPTs) are developed and formalised, prior to their adjudication by the Expert Panel and progression to Initial Programme Theories (IPTs). These IPTs will then be tested through the realist review to develop Programme Theories (PTs). The PICO framework ( Table 1) will therefore serve as a guide for identifying relevant evidence. It will help ensure that search terms capture literature related to MHFA training, staff wellbeing, contextual influences on psychological support interventions, and implementation processes within acute hospital settings.

Eligibility approach

Studies will be included based on their contribution to programme theory development (contexts, mechanisms, outcomes), rather than requiring predefined quantitative indicators.

In line with realist methodology, outcomes will be conceptualised at three levels (Pawson & Tilley, 1997; Wong et al., 2013). Proximal outcomes will refer to immediate changes such as increased confidence or reduced stigma. Intermediate outcomes will include help-seeking behaviour and psychological safety. Distal outcomes will refer to broader organisational indicators such as absenteeism patterns or retention. This layered structure will guide programme theory development.

Consistent with realist methodology, searching will be iterative and theory-led rather than linear (Pawson, 2013; Wong et al., 2013). The PICO framework will be used to structure the initial search strategy and enhance transparency, but it will not function as a rigid eligibility filter. As programme theories evolve, further purposive searches may be undertaken to explore emerging contextual or mechanistic explanations. Study inclusion will therefore be guided by relevance, rigour, and richness of explanatory data (Rycroft-Malone et al., 2016).

These PICO criteria will provide the foundation for identifying potentially relevant evidence. As the Candidate Programme Theories (CPTs) are formalised and progress to Initial Programme Theories (IPTs), the selection of studies and the approach to data extraction will evolve to ensure alignment with the developing programme theories. This iterative refinement of searching and evidence selection is consistent with realist methodology, which emphasises the need for theory-driven and adaptive approaches to evidence gathering (Wong et al., 2013). The next section outlines how studies will be screened and how data will be extracted to support this realist review.

Review primary studies and extract data

Documents retrieved will be chosen based on their relevance to the research question and their potential to support the development of IPTs. These documents will form a robust collection of papers, essential for a theory-driven realist review to further refine the IPTs (Greenhalgh et al., 2011). The selection of studies will be guided by the realist criteria of relevance, richness, and rigour (Booth et al., 2013). Relevance is assessed by whether a study can contribute to building or testing a programme theory; richness refers to depth, detail, and complexity of data, which includes deep descriptions, contextual understanding, and multifaceted insights into human experiences rather than surface-level information; and rigour refers to the credibility of the methods used to collect the data (Rycroft-Malone et al., 2016; Wong et al., 2013). These criteria will collectively determine which literature is included in the review.

Data extraction will involve three steps: initial screening by title and abstract, full-text retrieval, and quality appraisal. Titles and abstracts will be reviewed in duplicate by Authors 1 and 2 using predefined criteria. Documents passing this stage will then be adjudicated for richness and rigour by Author 3. Any discrepancies will be resolved through discussion among all three authors, in line with RAMESES guidelines (Wong et al., 2013).

Synthesize evidence and develop conclusions

Search results will be imported into Covidence, an online software for managing and screening systematic search results, which is freely available to staff and students of University College Dublin. Rayyan is an alternative that is freely available. The analysis and synthesis process will follow the stages outlined by Rycroft-Malone et al. (2012), using an iterative, theory-driven approach appropriate for realist methodology. These stages will include:

  • Organising extracted data into evidence tables;

  • Theming by individual reviewers;

  • Comparing reviewers’ themes for each article and developing chains of inference from the identified themes;

  • Linking chains of inference across articles and tracking how evidence contributes to emerging theory;

  • Formulating hypotheses represented as linked context–mechanism–outcome (CMO) chains.

Retroductive theorising will be used to synthesise data (Mukumbang et al., 2021). Retroduction involves an iterative cycle of inductive reasoning, deductive reasoning, and abduction to identify the underlying causal forces that may explain how the MHFA programme works (Gilmore et al., 2019). Endnote software will be used to record the references from search results and any additional references included during the review, and the review stages will be revisited as necessary to ensure comprehensive evidence gathering and to support theory saturation. EndNote is freely available to staff and students of University College Dublin, Zotero is an alternative which is freely available.

Refine theory iteratively and disseminate findings

The refined Initial Programme Theories (IPTs) derived from the realist review will undergo iterative evaluation and feedback from the expert panel to ensure accurate interpretation and explanation of the findings (Pawson et al., 2005). This engagement will enhance the robustness, contextual sensitivity, and real-world relevance of the resulting programme theories, reflecting the complexity of MHFA implementation in acute hospital settings (Wong et al., 2016).

The outcomes of the realist review will be reported in accordance with the RAMESES II reporting guidelines (Wong, 2018). Dissemination will include publication in peer-reviewed journals, presentations at healthcare and academic conferences, and engagement with key organisational stakeholders.

This realist review protocol is currently under consideration by the PROSPERO Editorial Committee, and a registration number will be added once approval is confirmed. Ethical approval is not required for this review because it synthesises published literature and involves no primary data collection. Ethical approval will be sought for any subsequent realist evaluation involving new data collection.

The research team includes members with experience in healthcare improvement and organisational wellbeing research, as well as familiarity with hospital-based wellbeing initiatives. This experience provides contextual insight into the organisational environments in which such initiatives are implemented, but it may also shape how evidence is interpreted. In keeping with realist methodology, the research team will engage critically with their assumptions throughout the research process, recognizing that programme theory development involves interpretive judgement (Pawson, 2013). Reflexive discussion within the research team, alongside expert panel adjudication and stakeholder engagement during programme theory refinement, will support methodological rigour and help minimise the risk of interpretive bias (Teeling et al., 2021b). These processes ensure that emerging interpretations are challenged, debated and tested against multiple perspectives during theory development.

Conclusion

The realist review outlined in this protocol aims to explore how, why, for whom, and under what circumstances the MHFA programme may promote staff wellbeing in hospital and associated healthcare settings. By adopting a critical realist approach and utilising realist inquiry, this review will seek to:

  • Determine for whom the MHFA programme works or does not work, and why;

  • Identify the contexts in which the MHFA programme may be effective or ineffective, and the reasons for these variations;

  • Uncover the mechanisms through which the MHFA programme may achieve its intended outcomes in specific contexts;

  • Evaluate the anticipated and unanticipated outcomes of the MHFA programme for staff wellbeing.

This approach will support the identification not only of potentially effective strategies, but also of the underlying causal processes and contextual conditions that may shape their success, providing a robust framework for understanding mechanisms in complex organisational environments (Pawson & Tilley, 1997). It is anticipated that the findings from the realist review described in this protocol will contribute to understanding how MHFA training may support staff wellbeing in hospital and associated healthcare settings.

Systematic review registration

This protocol is currently undergoing review by the PROSPERO Editorial committee, and registration number will be added as soon as available.

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Donegan D, Teeling SP and McNamara M. A Realist Review Protocol on the Contribution of  Mental Health First Aider Programmes to Staff Wellbeing within Hospital and associated healthcare settings [version 2; peer review: 2 approved]. HRB Open Res 2026, 9:7 (https://doi.org/10.12688/hrbopenres.14318.2)
NOTE: If applicable, it is important to ensure the information in square brackets after the title is included in all citations of this article.
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Key to Reviewer Statuses VIEW
ApprovedThe paper is scientifically sound in its current form and only minor, if any, improvements are suggested
Approved with reservations A number of small changes, sometimes more significant revisions are required to address specific details and improve the papers academic merit.
Not approvedFundamental flaws in the paper seriously undermine the findings and conclusions
Version 2
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PUBLISHED 03 Apr 2026
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Reviewer Report 21 Apr 2026
Mary Lavelle, Queen's University Belfast, Belfast, Northern Ireland, UK 
Approved
VIEWS 5
The authors have clearly considered the feedback provided and have improved the clarity ... Continue reading
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Lavelle M. Reviewer Report For: A Realist Review Protocol on the Contribution of  Mental Health First Aider Programmes to Staff Wellbeing within Hospital and associated healthcare settings [version 2; peer review: 2 approved]. HRB Open Res 2026, 9:7 (https://doi.org/10.21956/hrbopenres.15879.r54456)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
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Reviewer Report 07 Apr 2026
Karel Desmet, Ghent University, Ghent, Flanders, Belgium;  General Hospital Ostend, Ostend, Belgium 
Approved
VIEWS 7
The authors are to be commended for the rigor and diligence demonstrated throughout the revision process. Their responses are consistently comprehensive and well-articulated, reflecting a thorough engagement with the comments. Moreover, the revisions made to the manuscript are both appropriate ... Continue reading
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Desmet K. Reviewer Report For: A Realist Review Protocol on the Contribution of  Mental Health First Aider Programmes to Staff Wellbeing within Hospital and associated healthcare settings [version 2; peer review: 2 approved]. HRB Open Res 2026, 9:7 (https://doi.org/10.21956/hrbopenres.15879.r54455)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
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PUBLISHED 09 Jan 2026
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Reviewer Report 17 Feb 2026
Mary Lavelle, Queen's University Belfast, Belfast, Northern Ireland, UK 
Approved with Reservations
VIEWS 20
This manuscript presents a protocol for a realist review examining how, why, and in what contexts Mental Health First Aid (MHFA) programmes may support staff health and wellbeing within a hospital network. The rationale for undertaking a realist approach is ... Continue reading
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CITE
HOW TO CITE THIS REPORT
Lavelle M. Reviewer Report For: A Realist Review Protocol on the Contribution of  Mental Health First Aider Programmes to Staff Wellbeing within Hospital and associated healthcare settings [version 2; peer review: 2 approved]. HRB Open Res 2026, 9:7 (https://doi.org/10.21956/hrbopenres.15761.r53376)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
  • Author Response 03 Apr 2026
    Sean Paul Teeling, UCD School of Nursing and Midwifery and Health Systems, University College Dublin, Ireland, Dublin, Ireland
    03 Apr 2026
    Author Response
    Dear Dr Lavelle,

    Thank you for taking the time to review the protocol and for the thoughtful and constructive comments provided. Your observations were particularly helpful in strengthening the ... Continue reading
COMMENTS ON THIS REPORT
  • Author Response 03 Apr 2026
    Sean Paul Teeling, UCD School of Nursing and Midwifery and Health Systems, University College Dublin, Ireland, Dublin, Ireland
    03 Apr 2026
    Author Response
    Dear Dr Lavelle,

    Thank you for taking the time to review the protocol and for the thoughtful and constructive comments provided. Your observations were particularly helpful in strengthening the ... Continue reading
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31
Cite
Reviewer Report 09 Feb 2026
Karel Desmet, Ghent University, Ghent, Flanders, Belgium;  General Hospital Ostend, Ostend, Belgium 
Approved
VIEWS 31
Thank you for submitting this manuscript, which addresses a highly relevant topic in a rapidly evolving healthcare landscape. The protocol paper presents a valuable contribution to the field and is well-structured. The focus on mechanisms, contextual contingencies, and implementation processes ... Continue reading
CITE
CITE
HOW TO CITE THIS REPORT
Desmet K. Reviewer Report For: A Realist Review Protocol on the Contribution of  Mental Health First Aider Programmes to Staff Wellbeing within Hospital and associated healthcare settings [version 2; peer review: 2 approved]. HRB Open Res 2026, 9:7 (https://doi.org/10.21956/hrbopenres.15761.r53127)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
  • Author Response 03 Apr 2026
    Sean Paul Teeling, UCD School of Nursing and Midwifery and Health Systems, University College Dublin, Ireland, Dublin, Ireland
    03 Apr 2026
    Author Response
    Dear Dr Desmet

    Sincere thanks for the constructive suggestions provided. These comments were extremely helpful in strengthening the clarity and methodological transparency of the study. In response, several revisions have ... Continue reading
COMMENTS ON THIS REPORT
  • Author Response 03 Apr 2026
    Sean Paul Teeling, UCD School of Nursing and Midwifery and Health Systems, University College Dublin, Ireland, Dublin, Ireland
    03 Apr 2026
    Author Response
    Dear Dr Desmet

    Sincere thanks for the constructive suggestions provided. These comments were extremely helpful in strengthening the clarity and methodological transparency of the study. In response, several revisions have ... Continue reading

Comments on this article Comments (0)

Version 2
VERSION 2 PUBLISHED 09 Jan 2026
Comment
Alongside their report, reviewers assign a status to the article:
Approved - the paper is scientifically sound in its current form and only minor, if any, improvements are suggested
Approved with reservations - A number of small changes, sometimes more significant revisions are required to address specific details and improve the papers academic merit.
Not approved - fundamental flaws in the paper seriously undermine the findings and conclusions

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