Introduction
Before entering the Manual Coding or Brand Coding page, you have the option to filter the data that is loaded. This gives you the ability to work on a partial set of data rather than all of the verbatims for the selected Task and Wave.
Data Selection
The "Data Selection" tab offers the following two options:
| Option | Description |
|---|---|
| Include | Choose whether to load coded and/or uncoded verbatims. The default option is to load both coded and uncoded verbatims. |
| Quantity | Offers three options to control how many verbatims are loaded:
|
Locked Workloads
If enabled in the company settings you will see a "Locked Workloads" tab, which offers the following two options:
| Option | Description |
|---|---|
| Include Locked Workloads | If set to "Yes" this option will load verbatims into the coding page even if they are "Locked" (i.e. currently being worked on) by another user. By default, these verbatims will be read-only meaning you can view them, and any codes applied, but you can't make changes to the coding. |
| Locked Workloads are Editable | If set to "Yes" this option will make any "Locked" verbatims editable by you. Using this method allows two or more coders to code the same verbatims concurrently. If coding changes are made by both coders then only the most recent saved changes will be preserved. This means that the actions of one coder will overwrite the coding of the other. |
Advanced Filters
In addition to the options above, the page also offers the following three advanced options:
| Option | Description |
|---|---|
| Filter by Time | Filter workloads changed within a specified date range. The date that is used for comparison is the last changed date of each Workload. Initially, this is set to the date the Workload was created. The last changed date will then be updated in response to the following events:
Note: Depending on your settings, not all of these events will trigger an update of the last changed date. This behaviour is governed by the "Update Workload Changed Date On" company setting. |
| QA Status | Limit verbatims to just those having specified QA Status code(s) applied within the Quality Checking tool |
| Sub Variables | Limit verbatims to specified sub variables only Note: This option is only displayed when the selected Task has a nested Source Variable |
| Flag Types | Limit verbatims to those flagged with specified flag types |