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Knowledge base
Key Concepts
Coding Basics
2
What is coding?
What is codeit?
codeit Projects
7
Introducing Projects in codeit
Introducing Waves in codeit
Introducing Variables in codeit
Introducing Sub Variables in codeit
Introducing Codeframes in codeit
View all 7
Billing and Workloads
2
Introducing Workloads
Billing
AI Basics
1
Introducing the codeit automation workflow
Glossary of Key Terms
0
Import Data
Importing a simple data file
2
Importing a simple data file for a new project
Importing different data formats and scenarios
Importing different data types
9
Importing nested data
Importing previously coded data
Importing data in waves
Importing Response Level Data
Importing Excel data over multiple worksheets
View all 9
Adjusting data after import
1
Nesting your data after import
Importing codeframes
1
Importing codeframes
Importing translations
1
Importing Translations
Import Wizard
5
Import wizard options explained
Data Import Wizard: Step 1 - What to import
Data Import Wizard: Step 2 - Choose project
Data Import Wizard: Step 3 - Choose file
Data Import Wizard: Step 4 - Choose fields
Data Links
Introduction
2
Introducing Data Links
Data Links - Create Data Link
Link Data Wizard
13
Link Data Wizard - Introduction
Link Data Wizard - Select Project
Link Data Wizard - Select Data Link
Link Data Wizard - Source Survey
Link Data Wizard - Select Variables
View all 13
Sync Data
4
Sync Data - Introduction
Sync Data - Source Data
Sync Data - Coded Data
Sync Data - Translations
Platform Specific Notes
4
Other specify questions for Forsta Surveys/SurveyToGo
Other specify questions for Qualtrics/Cmix
Codeframe sharing in linked Askia Surveys
SurveyToGo
Data Link Wizard & Page Options
0
Start Menu
Introduction
1
Introducing the codeit start menu
Filters and Settings
4
Manual Coding and Brand Coding - Filter Data
Quality Checking - Filter Data
Theme Extraction - Settings
Apply AI - Options
Coding
Introduction
1
How to decide which coding method to use
Manual coding
8
Manual Coding
Manual Coding Screen Layout
Manual Coding Ribbon
How to apply codes
How to apply codes - click code
View all 8
Visualize Themes
20
Introducing the Visualize Themes Page
themeit visualisation - Explore Themes
themeit Visualisation - Sentiment analysis
themeit visualisation - Top Themes
themeit visualisation - Crosstabs
View all 20
Brand coding
1
Brand coding
Codeframes
6
Basic codeframe set up
Codeframe detailed options
Sharing & Reusing Codeframes
Codeframe Blend Tool
Importing Codeframes
View all 6
Coding tasks
2
Setting up coding tasks
Bulk task creation
Using flags
3
Introduction to flags
Setting up flags at company level
Using Flags in coding
Coding Start Menu Wizard
3
Coding & Codeframe Wizard
Coding start menu wizard - main options
Coding start menu wizard - filters
Coding panel options
9
Coding Screen overview
Manual coding panel
Brand Coding panel
Quality Checking (QA Status) panel
Coding Panel menu icons
View all 9
Codeframe panel options
4
Codeframe panel overview
Codeframe panel menu
Codeframe panel right click menu (individual codes)
Codeframe panel right click menu (top panel)
Automating Coding Using AI
Introduction
4
AI Automated Coding Overview
AI Triggers
OpenAI Data Policy
Extract | Refine | Apply
Codeframe Builder
1
Introducing Codeframe Builder
Text Matching
1
Text Matching
Text Rules
5
Text Rules
Text Rules syntax
Text Rules Templates
Text Rules Template: Words List
Text Rules Template: Nearby Words
Machine Learning
0
AI Settings
9
Introducing AI Settings
Project Level AI Settings
Wave Level AI Settings
Task Level AI Settings
Auto Coding Mode
View all 9
Project Details
Introduction
1
Introducing the Project Details Page
Tasks
2
Project Details - Sub Variables
Project Details - Share / Unshare Codeframe
Uploads
1
Introducing the Uploads Panel
Backups
1
Introducing the Backups Panel
Activity
1
Introducing the Activity Panel
Coding Verification & Quality Reports
Introduction
1
Managing Data Quality in Codeit
Quality Checking mode
1
Quality Assurance stages
Inconsistency reports
1
Inconsistency Report
Coding Productivity Reporting
Productivity Reporting
1
Productivity Reporting
Export
Introduction
2
Data/Report Export introduction
Exporting different data formats and reports
Exporting data
4
Simple data export
Exports to specific software packages
Export variable naming
Controlling the order of exported fields
Exporting codeframes & frequencies
2
Exporting codeframes & frequency reports
Exporting a frequency report
Exporting wordclouds
1
Exporting wordclouds
Exporting translations
1
Exporting translations
Exporting data checks
1
Exporting data checks
Export Wizard
6
Data/Report Export options
Records Export options
Codeframes & frequency report export options
Wordcloud export options
Translation export options
View all 6
themeit Export
1
themeit Export
Working with multi-lingual projects
Introduction
3
Introduction to language projects
Translations
Auto-translation supported languages
Data Tools
Introduction
2
Data Tools introduction
Data Tools explained
Administration & Settings
Overview
2
Administration & Settings overview
Companies, users & project hierarchy explained
Projects
12
Project Settings Overview
Add New Project
Projects screen options
Project Settings for Project Details
Project Settings for Codeframes
View all 12
People
12
People (users) Overview
People Settings
People Settings - Add New User
User set up, permissions & management
Coding & Verify Allocations
View all 12
Companies & Sub-Companies
2
The concept of Sub-Companies
Project Delegation
License
1
License Information
Settings (Company level)
13
Company Settings Overview
Company Settings for AI
Company settings for Codeframes
Company settings for Coding
Company settings for Data Links
View all 13
IT & security
Overview
2
Browser support
Data retention policy
How To Guides
themeit
1
How to... Apply themeit to a Task with an existing Codeframe