While managing Verbatim Codes one at a time is useful, managing codes in bulk expedites the management process.
In This Article
Accessing the Bulk Actions Menu
With the Verbatim Coding pane open in the left menu, hover over an individual codebook and click the gear icon. Some options only appear in certain conditions, as noted below.
| Codebook menu option | When it appears |
|---|---|
| Rename the codebook | Always |
| Clone codebook | Always |
| Copy codebook structure | Only when the codebook contains at least one code |
| Apply codebook to [question] | Only when a specific open-ended question is selected (not the all-questions view) and Skipper is available |
| Run guided autocode on [question] | Only when a specific open-ended question is selected (not the all-questions view) and Skipper is available |
| Delete codebook and codes from all reports | When the codebook contains codes. For an empty codebook, this option reads Delete codebook. |
⚠️ Note: Sentiment codebooks have a different gear menu, with options to Run Sentiment Analysis or Rerun Sentiment Analysis. The options above apply to standard codebooks only.
Hover over an individual code and click the gear icon to see the code options. In the menu, N is replaced by the actual number of comments.
| Code menu option | When it appears |
|---|---|
| Remove code from N comments on page | Only when at least one comment on the current page has the code |
| Remove code from all N found comments | Only when some coded comments are outside the current page. If every found comment is already on this page, use the option above instead. |
| Rename the code | Always |
| Assign to multiple comments | In comments view. Hidden in charts mode. |
| Delete code itself from all reports | Always |
⚠️ Important: When you rename or delete a code that is used in reports, a banner shows how many reports will be affected (for example, "This code is used in 3 reports. They will also be affected."). Review this before confirming.
Assigning Codes in Bulk
- Hover over the code you would like to apply to illuminate a gear icon containing bulk actions.
- Click this icon and choose Assign to multiple comments.
- Select the option to apply to All comments on this page or All comments found, then click Apply to. Click Cancel to exit without applying.
You can also use drag-and-drop for bulk actions. Once a set of comments has been grouped:
- Drag the appropriate code from the codebook on the left and drop it on the drop target to the right of the search bar.
- Choose which comments to apply the code to: All comments on this page or All comments found.
- Click Apply to, and your comments will be updated accordingly.
⚠️ Note: Drag-and-drop only works when a specific question is selected and you are viewing comments or video responses. In the all-questions view, dragging a code has no effect.
💡 Tip: You can drag an entire codebook onto the drop target too. Depending on the drop zone shown, this applies the codebook or runs guided autocode on the selected question.
Removing Codes
- Hover over the code on the left side of the screen to illuminate the gear icon and click it. Depending on where the coded comments are, the menu offers Remove code from N comments on page, Remove code from all N found comments, and Delete code itself from all reports.
- Click either Remove option to remove the code from those comments. The code stays in the codebook for future use.
- Click Delete code itself from all reports to delete the code from the codebook and all respective comments. Any reports that use the code will also be affected.
- Click Confirm removal, or Cancel to keep the code.