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When should I use parent codes and subcodes?

1 min readCoding and memos

Overview

Use a parent code for a broad analytical domain and subcodes for reusable, distinct meanings within it. A hierarchy is useful when it clarifies relationships and supports analysis at both broad and detailed levels. Keep codes at the top level when they do not genuinely belong under a broader concept, and avoid creating a hierarchy only to make the tree look organized.

What to do

  1. Check that every child code answers “a type or aspect of what?” in relation to its parent.
  2. Move a code by editing its parent or by using supported drag-and-drop hierarchy controls.
  3. Choose No Parent (Top level) when the code should return to the root.

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