Step 5: Code Frame Review

Review, edit, and approve the AI-generated code frames before automated coding begins.

Layout: Split panel - codes on the left, response assignments on the right

Selecting a question: Use the dropdown at the top to switch between questions. A checkmark appears next to approved questions.

Reviewing codes:

Each code shows:

  • Code number and label

  • Response count (how many responses are assigned to this code)

  • Source badge: "AI" (generated) or "User" (manually added)

Editing codes:

▎ After merge, split, or add operations, the AI automatically re-runs code assignment in the background. You'll see a brief processing indicator.

Assigning responses manually:

On the right panel:

  • Each response shows its text and currently assigned code(s)

  • Click the + button to assign a code from the dropdown

  • Click the × on a code badge to remove an assignment

  • Use the search box to find specific responses

Multi-coding enforcement:

  • If multi-coding is OFF: The + button disappears after 1 code is assigned

  • If multi-coding is ON: The + button disappears after reaching the max codes per response

Approval workflow:

Each question goes through three states:

  1. Draft → Click "Mark as Proposed" when you're satisfied with the code structure

  2. Proposed → Click "Approve" to lock the code frame, or "Revert to Draft" to keep editing

  3. Approved → Codes are locked and ready for automated coding

▎ You must approve ALL questions before continuing. The Continue button remains disabled until every question shows a checkmark.

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