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- To change the default user settings for Coding Screen Size (default size is 15), go to the Home > User Settings menu command and edit the default size. Click Save to save the changes. (Coder)
- Go to the Survey management > Permissions menu command for the survey. You can now grant coding access to online coding administrators and coders. (Survey Administrator only)
- In the Survey tree, drag and drop one single/multi question for each open/open-ended question (answer) to be coded. (Survey Administrator only)
- For each of the single/multi questions belonging to an open-text question, fill in the applicable codes in the answer window. Open the properties window and fill in the associated open/open-ended question (answer) ID and check off as "hidden". (Survey Administrator only)
- Launch the survey. (Make sure no other changes that can affect the respondent database are made before doing this).
- Go to the Survey Data > Coding > Administrate Online Coding menu command. (Coding Administrator)
- Assign the coders to the questions. (Coding Administrator only)
- Go to the Survey Data > Coding > Online Coding menu command. (Coder)
- Click on the hyperlink of the question you wish to begin coding. (Coder)
- The coding window appears showing the list of answers for the chosen question. The answers will appear in Response ID order. (Coder)
- You may now search for certain strings or codes to simplify your work with the answer list. Answers can also be sorted by the table headings. (Coder)
- In the Code fields for the answers, type in the codes appropriate to the respondents' answers. The selection of codes you can choose between is displayed in the Answers Frame in the upper-right corner of the window, and these are those defined in the single/multi question you have associated with the original open-text question (answer).