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

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

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

Importing different data types 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 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

Introduction 2

• Introducing the codeit start menu
• Coding start menu wizard - main options

Filters and Settings 5

• Manual Coding - Filter Data
• Quality Checking - Filter Data
• Theme Extraction - Settings
• Apply AI - Settings
• Brand Extraction - Settings

Introduction 0

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 Theme Visualization Page
• Theme Visualization - Themes
• Theme Visualization - Sentiment
• Theme Visualization - Crosstabs
• Theme Visualization - Top Themes

View all 20

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 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 0

Introduction 4

• AI Automated Coding Overview
• AI Triggers
• OpenAI Data Policy
• Extract | Refine | Apply

Brand Extraction 1

• Introducing Brand Extraction

Theme Extraction 1

• Introducing Theme Extraction

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

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

Data Tools 2

• Introduction to the Data Tools Panel
• Move Project Data Tool

Introduction 1

• Managing Data Quality in Codeit

Quality Checking mode 1

• Quality Assurance stages

Inconsistency reports 1

• Inconsistency Report

Productivity Reporting 1

• Productivity Reporting

Introduction 0

Projects Reporting 1

• Projects Reporting

Usage Reporting 1

• Usage Reporting

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

Introduction 3

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

Introduction 2

• Data Tools introduction
• Data Tools explained

Overview 2

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

Projects 12

• Project Administration Overview
• Add New Project
• Projects screen options
• Project Details
• Project Administration 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) 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

Overview 6

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

View all 6

themeit 1

• How to... Apply themeit to a Task with an existing Codeframe

Translations 1

• How to...use an external translation provider