While managing Verbatim Coding Tags one at a time is useful, managing tags in bulk expedites the management process.
1. Accessing Bulk Actions Menu
With the Verbatim Coding pane open in the left menu:
Hover over an individual CodeBook and click the gear icon to:
- Rename Codebook
- Clone Codebook
- Copy Codebook Structure
- Delete Codebook and tags from all reports
Hover over an individual tag and click the gear icon to:
- Remove Tag from comments on the page
- Remove Tag from all comments found comments
- Rename the Tag
- Assign to multiple comments
- Delete Tag from all reports
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2. Assigning Tags in Bulk
- Search your comments for a plain text response that might be common or anticipated in lieu of the open-ended question.
- Locate the tag you would like to apply.
- Hover over the tag to illuminate a gear icon containing bulk actions.
- Click this icon to open the bulk actions menu.
- Click Assign to multiple comments and select the option to apply to All comments on this page or All comments found.
Notice that the tag has been applied to all the comments and the number of times it has been used is updated.
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It’s worth noting here as well, that drag-and-drop can be used for bulk actions too.
Once a set of comments have been grouped:
- Drag the appropriate tag from the list on the left and drop it on the drop-target to the right of the search bar.
- Determine which subset of comments to which you would like to apply the tag, All comments on this page or All comments found.
- Click “Apply” respectively, and your comments will be updated accordingly.
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3. Removing Tags
- Hover over the tag on the left side of the screen to illuminate the gear icon and click it. The options in the bulk actions menu allow you to Remove tag from comments on page or Delete tag itself from all reports.
- Click Remove tag from comments on page and the tag will be removed from the comments but remain on the tags list for future use.
- Click Delete tag itself from all reports and the tag will be deleted from the tags list, all respective comments, and any references in logic strings..
- Click Confirm removal.
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