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How do I edit, merge, move, or delete codes?

1 min readCoding and memos

Overview

Use the pencil beside Codes to open Manage Codes. From there you can add a subcode or memo, edit the label and definition, change the parent, merge equivalent codes, or delete selected codes. Merging moves existing coding assignments to the chosen target; deleting removes the selected code and must be reviewed carefully.

What to do

  1. Search or scroll to the code you need.
  2. Use Edit for label, definition, color, or parent changes.
  3. Use the split icon (before the memo icon) to divide one code into several; see How do I split one code into several?
  4. Use Merge only when two codes should become one analytical concept.
  5. Before bulk deletion, check evidence counts and whether child codes are affected.

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