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Knowledge base
News and Updates
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
Key Concepts
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
3
Multicoded Data
Personally Identifiable Information (PII) removal
Profanity removal
File Import
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
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
Data Links
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 Notes
6
Askia - "Read-only" Codeframe Setting
Askia - Codeframe Sharing for Linked Askia Surveys
Forsta/SurveyToGo - Other Specify Questions
Qualtrics/Cmix - Other Specify Questions
SurveyToGo - Interview Filtering
View all 6
Start Menu
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
Manual Coding
Manual Coding - Codeframe Panel
2
Introducing the Codeframe Panel
Codeframe Panel - Display Features
Manual Coding - Verbatim Panel
0
Coding
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
Automating Coding Using AI
Introduction
2
AI Automated Coding Overview
Extract | Refine | Apply
Extract
1
Introducing Extract
Machine Learning
1
Machine Learning
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
Project Details
Introduction
2
Introducing the Project Details Page
Project Details - Column Selector
Config
1
Introducing the Config Panel
Tasks
5
Introducing the Tasks Panel
Tasks Panel - Edit Task
Tasks Panel - Edit Task - Configure Task
Project Details - Sub Variables
Project Details - Share / Unshare Codeframe
Waves
4
Introducing the Waves Panel
Waves Panel - Edit Wave
Waves Panel - Edit Wave - Config
Waves Panel - Edit Wave - Imports
Languages
1
Introducing the Languages Panel
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
Backups
1
Introducing the Backups Panel
Uploads
1
Introducing the Uploads Panel
Activity
1
Introducing the Activity Panel
Data Tools
9
Introducing the Data Tools Panel
Data Tools - Move Project
Data Tools - Backup Project
Data Tools - Delete Records
Data Tools - Delete Coded Data
View all 9
Sharing Links
1
Introducing the Sharing Links 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
1
Projects Reporting
Usage Reporting
1
Usage 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
Administration & Settings
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)
12
Company Settings Overview
Company Settings for AI
Company settings for Codeframes
Company settings for Coding
Company settings for Data Links
View all 12
Allocations
4
Introducing Allocations
How to Access Allocations
Allocating Workloads
Viewing Allocation Coverage
IT & security
Overview
8
Browser support
Data retention policy
Data Retention Policy - Projects
Data Retention Policy - Personal Data
Data Retention Policy - Usage Data
View all 8
How To Guides
themeit
1
How to... Apply themeit to a Task with an existing Codeframe
Translations
1
How to...use an external translation provider
Visualize
Introduction
1
Introducing Visualize
Themes
1
Visualize - Themes
Sentiment
1
Visualize - Sentiment
Crosstabs
1
Visualize - Crosstabs
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
Interacting With Your Data
13
How to export data from themeit
Viewing coded examples within themeit
Detailed modifications using edit mode
Making refinements in themeit
themeit settings
View all 13
Share
1
Visualize - Share