Introduction
The Toolbar Panel gives you access to a number of settings that control the display and behaviour of the Manual Coding screen.
For example, you can show and hide areas of the screen, toggle detailed display items, configure warning thresholds and so on...
Steps Required
To access the coding settings, click the cog icon in the top right corner of the Toolbar Panel:
Features Supported
The following table contains a brief description of the settings available and links to further details:
| Section | Setting | Description |
|---|---|---|
| Appearance | Light | Dark | Match Browser | Changes the display style of the Manual Coding screen. |
| Toolbar Panel | Show Task Menu | Show or hide the Task Menu within the Toolbar Panel. |
| Show Progress | Show or hide the Progress Bar within the Toolbar Panel. | |
| Show Toolbar Buttons and Column Selector | Show or hide the Toolbar Buttons and Column Selector within the Toolbar Panel. | |
| Codeframe Position | Left | Right | Hidden | Positions the Codeframe Panel on the left, right or hides it altogether. |
| Coding | Show Codes List | Shows or hides a list of details beneath the Coding Textbox for themes applied. |
| Show Sentiment in Codes List | Shows or hides sentiment icons in the Codes List beneath the Coding Textbox | |
| Show Coding Details in Codes List | Shows or hides detailed information (coder name, date/time) in the Codes List | |
| Disable Coding Dropdown | Enables or disables the code search dropdown when typing in the Coding Textbox | |
| Enable Advanced Coding | Enables or disables the ability to perform Advanced Coding in the Coding Textbox | |
| Enable Maximum Codes Allowed | Controls whether there is a maximum limit on the number of codes that can be applied to each verbatim | |
| Text Size | Text Size | Controls the font size within the Codeframe Panel and Verbatim Panel |
| Display | Show Verbatim Flags | Shows or Hides the flag icon next to each verbatim |
| Show Suggested Coding Indicators | ||
| Prevent Context Data from Wrapping | Controls whether Context Data columns can wrap onto multiple lines. Wrapping aids readability, but adds height to the rows in the Verbatim Panel. | |
| Suggested Coding | Suggestion Confidence Range | Sets a confidence threshold for the display of AI coding suggestions. A higher threshold will show fewer suggestions, but higher quality ones. |
| Warnings | Show warning when changing coding on | Enables a warning that will alert you if you are changing the coding on a large number of records at once. This is a safety mechanism to prevent accidentally making large scale changes to the coding on multiple records. |