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. 2021 Jan 26;30(5):1491–1502. doi: 10.1007/s11136-020-02738-5

Table 1.

Predetermined decision rules for item inclusion, exclusion, and revision for phases I–III

Phases Predetermined decision rules
Phase I
Literature review
  Include Activities that could be considered IADL
 Step 1. Activities ‘pilot study’
  Include 32 pilot study IADL activities
  Exclude

≥ 2 HCPs: Not considered IADL

< 3 Pt/Pr/HCPs: Affected

  Revision ≥ 2 Pt/Pr/HCPs: Unclear; rephrase or, if this was not possible, exclude
 Steps 2 & 3. Semi-structured interviews
  Include ≥ 2 Pt/Pr/HCPs:  New activity generated that could be considered IADL
  Exclude

≥ 6 HCPs: Mean relevance & importance < 2.0 (unless ≥ 2 HCPs in top 10) or

Not relevant

 Step 4. Cognitive debriefing
  Exclude ≥ 2 Pt/Pr/HCPs: Activities are too similar (redundancy)
  Revision ≥ 2 Pt/Pr/HCPs: Unclear; rephrase or, if this was not possible, exclude
Phase II
Activities converted to items
  Revision Revisions based on recommendations from the Translation Unit to be applicable in all languages
Phase III
Newly generated items
  Include ≥2 Pt/Pr: New activity generated that could be considered IADL
 Round 1: Per geographical region
  Exclude

Pt: Not in the top 10 most important items and

 < 60% score 3 or 4 on both importance & relevance and

Mean score < 2.0 on difficulty with item (N/A responses excluded)

 Round 2: All geographical regions
  Exclude: (in > 1 region & unless in top 10 most important)

Pt: < 60% score 3 or 4 on both importance & relevance or

≥ 75% ‘Not applicable’

 Round 3: All geographical regions
  Exclude: (in > 1 region & unless in top 10 most important)

Pt: Prevalence ratio > 30% or

Floor or ceiling effect scores 1&2 or 3&4 were > 20% or

Compliance rate ≤ 95% or

Range ≤ 2 points

 Acceptability
  Revision per region > 5 Pt&Pr: Rate item difficult/confusing/annoying/upsetting
  Revision all regions > 5% Pt&Pr (8.5 Pt&Pr): Rate item difficult/confusing/annoying/upsetting

Pt patients, Pr proxies, HCPs health care professionals, IADL instrument activities of daily living