Support

Brand Coding Update - Dec 2024 4

• Brand Coding Updates
• Brand Coding Updates - Extract Brands
• Brand Coding Updates - Unified Coding Screen
• Brand Coding Updates - Start Menu Changes

Start Menu Update - Jan 2025 1

• Start Menu Changes - Configure Tasks

Import Wizard - Languages Update - Feb 2025 1

• Import Wizard - Languages Update

Project Details Update - Mar 2025 1

• Project Details Update

Beta Tester Announcements 2

• Announcing Manual Coding v2.0
• Announcing Manual Coding v2.1

Coding Basics 2

• What is coding?
• What is 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 3

• Introducing Workloads
• Billing
• Introducing Distinct Workloads

AI 2

• Introducing the codeit automation workflow
• Autocoding - Minimise Gaps vs Maximise Coding

Data 7

• Multicoded Data
• Standard Interview Data
• Response Level Data
• Nested Data
• Dichotomous Data

View all 7

Introduction 1

• Introducing File Import

Survey Data Import Wizard 10

• Introducing the Survey Data Import Wizard
• Survey Data Import Wizard - Select File Type
• Survey Data Import Wizard - Select Project
• Survey Data Import Wizard - Select File
• Survey Data Import Wizard - Select Worksheet

View all 10

Legacy Data Import Wizard 5

• Introducing the Legacy Data Import Wizard
• Legacy Data Import Wizard - Select Legacy Data Type
• Legacy Data Import Wizard - Select File
• Legacy Data Import Wizard - Choose Project Name
• Legacy Data Import Wizard - Select Fields

Codeframe Import Wizard 4

• Introducing the Codeframe Import Wizard
• Codeframe Import Wizard - Select Project
• Codeframe Import Wizard - Select File
• Codeframe Import Wizard - Layout Types

Translation Import Wizard 3

• Introducing the Translation Import Wizard
• Translation Import Wizard - Select Project
• Translation Import Wizard - Select File(s)

File Import - FAQ 8

• Importing nested data
• Importing previously coded data
• Importing data in waves
• Importing Response Level Data
• Importing Excel data over multiple worksheets

View all 8

Introduction 2

• Introducing Data Links
• Data Links - Create Data Link

Link Data Wizard 14

• 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 14

Sync Data 5

• Sync Data - Introduction
• Sync Data - Source Data
• Sync Data - Coded Data
• Sync Data - Translations
• Sync Data - Data Flows Platform Support

Survey Platform Technical Notes 11

• Askia - Platform Specific Notes
• Cmix - Platform Specific Notes
• Forsta Plus - Platform Specific Technical Notes
• Forsta Surveys (Decipher) - Platform Specific Notes
• Qualtrics - Platform Specific Notes

View all 11

Forsta Plus 3

• Introducing Forsta Plus Integration
• Forsta Plus - Coding Text List Questions
• Forsta Plus - Other Specify Questions

Introduction 1

• Introducing the codeit Start Menu

Filters and Settings 6

• Manual Coding - Filter Data
• Quality Checking - Filter Data
• Apply AI - Settings
• Configure Task Dialog
• Extract Themes - Settings

View all 6

Introduction 1

• Introducing Manual Coding

Manual Coding - Codeframe Panel 18

• Introducing the Codeframe Panel
• Codeframe Panel - Searching
• Codeframe Panel - Sorting
• Codeframe Panel - Reordering
• Codeframe Panel - Settings

View all 18

Manual Coding - Verbatim Panel 3

• Introducing the Verbatim Panel
• Verbatim Panel - Filtering Columns
• Verbatim Panel - Editing Verbatims

Manual Coding - Toolbar Panel 12

• Introducing the Toolbar Panel
• Toolbar Panel - Task Menu
• Toolbar Panel - Additional Source Data
• Toolbar Panel - Change Data Selection
• Toolbar Panel - Search

View all 12

Manual Coding - Text Expression Syntax 1

• Introducing Text Expression Syntax

Codeframes 5

• Basic codeframe set up
• Codeframe detailed options
• Sharing & Reusing Codeframes
• Codeframe Blend Tool
• Context Variable Codeframe Creation

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 panel options 9

• Coding Screen overview
• Manual coding panel
• Quality Checking (QA Status) panel
• Coding Panel menu icons
• Coding Panel right click options (top menu)

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)

Brand coding panel 1

• Brand coding panel overview

Introduction 2

• AI Automated Coding Overview
• Extract | Refine | Apply

Extract 1

• Introducing Extract

Manual Coding 4

• AI Assistance in Manual Coding
• AI Assistance in Manual Coding - AI Search
• AI Assistance in Manual Coding - Split Theme
• AI Assistance in Manual Coding - Duplicate Theme Check

Machine Learning 6

• Machine Learning
• Autocoding Refinement
• Autocoding Refinement - View Autocoded Data
• Autocoding Refinement - View Gaps
• Autocoding Refinement - View Uncoded Verbatims

View all 6

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

AI Settings 9

• Introducing AI Settings
• Project Level AI Settings
• Wave Level AI Settings
• Task Level AI Settings
• Auto Coding Mode

View all 9

AI Languages 1

• codeit AI - Language Support

Introduction 1

• Introducing Refine Codeframe

Interacting with your Codeframe 9

• Refine Codeframe - Adding Themes
• Refine Codeframe - Adding Nets
• Refine Codeframe - Editing Themes
• Refine Codeframe - Editing Nets
• Refine Codeframe - Merging Themes

View all 9

Introduction 1

• Introducing Visualize

Themes 1

• Visualize - Themes

Sentiment 1

• Visualize - Sentiment

Crosstabs 2

• Visualize - Crosstabs
• Crosstabs - Subgroups

Top Themes 1

• Visualize - Top Themes

Scores 1

• Visualize - Scores

Deep Dive 4

• Visualize - Deep Dive
• codeit Deep Dive - Generating Summary
• codeit Deep Dive - Generating Charts
• Vizualize - Deep Dive - Exports

Share 1

• Visualize - Share

Interacting With Your Data 11

• How to export data from Visualize
• Making refinements in Visualize
• Filtering data in Visualize
• Making refinements in Visualize - rename a theme
• Making refinements in Visualize - merge themes

View all 11

Introduction 2

• Introducing the Project Details Page
• Project Details - Column Selector

Config 1

• Introducing the Config Panel

Tasks 6

• Introducing the Tasks Panel
• Tasks Panel - Edit Task
• Tasks Panel - Edit Task - Configure Task
• Project Details - Sub Variables
• Project Details - Share / Unshare Codeframe

View all 6

Waves 5

• Introducing the Waves Panel
• Waves Panel - Adding a Wave
• Waves Panel - Edit Wave
• Waves Panel - Edit Wave - Config
• Waves Panel - Edit Wave - Imports

Languages 2

• Introducing the Languages Panel
• Languages Panel - Adding a Language Label

Variables 6

• Introducing the Variables Panel
• Variables Panel - Edit Variable
• Variables Panel - Edit Variable - Configure Variable
• Variables Panel - Edit Variable - Export
• Variables Panel - Edit Variable - Language

View all 6

Codeframes 2

• Introducing the Codeframes Panel
• Codeframes Panel - Edit Codeframe Settings

People 3

• Introducing the People Panel
• People Panel - Adding and Editing Project Permissions for a User
• People Panel - Adding Users to a Project

Backups 1

• Introducing the Backups Panel

Uploads 1

• Introducing the Uploads Panel

Data Sync Schedules 2

• Introducing the Data Sync Schedules Panel
• Data Sync Schedules Panel - Adding a Schedule

Data Sync Logs 1

• Introducing the Data Sync Logs panel

Activity 1

• Introducing the Activity Panel

Active Sessions 1

• Introducing the Active Sessions Panel

Data Tools 11

• Introducing the Data Tools Panel
• Data Tools - Move Project
• Data Tools - Backup Project
• Data Tools - Delete Records
• Data Tools - Delete Coded Data

View all 11

External Access 1

• Introducing the External Access panel

Settings 1

• Introducing the Settings Panel

Introduction 1

• Managing Data Quality in Codeit

Quality Checking mode 1

• Quality Assurance stages

Inconsistency reports 1

• Inconsistency Report

Productivity Reporting 1

• Productivity Reporting

Projects Reporting 1

• Projects Reporting

Usage Reporting 1

• Usage Reporting

Introduction 2

• Introducing File Export
• 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

Introduction 3

• Introduction to language projects
• Translations
• Auto-translation supported languages

Overview 2

• Administration & Settings overview
• Companies, users & project hierarchy explained

Projects 11

• Project Administration Overview
• Add New Project
• Projects screen options
• Project Administration for Codeframes
• Project Administration for Variables

View all 11

People 8

• People (users) Overview
• People Settings
• People Settings - Add New User
• User set up, permissions & management
• Coding & Verify Allocations

View all 8

Companies & Sub-Companies 2

• The concept of Sub-Companies
• Project Delegation

License 1

• License Information

Settings (Company level) 11

• Company Settings Overview
• Company Settings for AI
• Company settings for Codeframes
• Company settings for Data Links
• Company Settings for Export

View all 11

Allocations 4

• Introducing Allocations
• How to Access Allocations
• Allocating Workloads
• Viewing Allocation Coverage

Overview 9

• Browser support
• Data retention policy
• Data Retention Policy - Projects
• Data Retention Policy - Personal Data
• Data Retention Policy - Usage Data

View all 9

AI 1

• How to... Apply the AI to a Task with an existing Codeframe

Translations 1

• How to...use an external translation provider