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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
File Import
Introduction
1
Introducing File Import
Survey Data Import Wizard
4
Introducing the Survey Data Import Wizard
Survey Data Import Wizard - Select File Type
Survey Data Import Wizard - Select Project
Overwriting data - Importing into an existing Wave
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
5
Other specify questions for Forsta Surveys/SurveyToGo
Other specify questions for Qualtrics/Cmix
Askia
SurveyToGo
Codeframe sharing in linked Askia Surveys
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
11
Coding Screen overview
Manual coding panel
Brand Coding panel
Quality Checking (QA Status) panel
Coding Panel menu icons
View all 11
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
Theme Extraction
1
Introducing Theme Extraction
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
1
Machine Learning
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
Usage & Productivity Reports
Productivity Reporting
1
Productivity Reporting
Introduction
0
Projects Reporting
0
Usage Reporting
0
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
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)
13
Company Settings Overview
Company Settings for AI
Company settings for Codeframes
Company settings for Coding
Company settings for Data Links
View all 13
Allocations
4
Introducing Allocations
How to Access Allocations
Allocating Workloads
Viewing Allocation Coverage
IT & security
Overview
6
Browser support
Data retention policy
Data Retention Policy - Projects
Data Retention Policy - Personal Data
Data Retention Policy - Usage Data
View all 6
How To Guides
themeit
1
How to... Apply themeit to a Task with an existing Codeframe