While managing Verbatim Codes one at a time is useful, managing codes 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 codes from all reports
Hover over an individual code and click the gear icon to:
- Remove code from comments on the page
- Remove code from all comments found comments
- Rename the code
- Assign to multiple comments
- Delete code itself from all reports
2. 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.
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 code from the codebook 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 code, All comments on this page or All comments found.
- Click Apply to respectively, and your comments will be updated accordingly.
3. Removing Codes
- Hover over the code 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 code from comments on page or Delete code itself from all reports.
- Click Remove code from comments on page and the code will be removed from the comments but remain on the codes list for future use.
- Click Delete code itself from all reports and the code will be deleted from the codebook, all respective comments, and any references in logic strings..
- Click Confirm removal.