There are many actions you can take when using iSearch's portfolio coding tool. You can use it as a static place to keep search results so they stay unchanged if other results meet your search criteria, you can make a portfolio to code, you can make a portfolio to share with other users and a number of other options. Visit the articles below to learn more about various ways to manage and update your portfolio:
Project home (Settings)
At the top of the screen is the title and description of the project. You can click on the pencil icon to edit these.
Manage Content
Add content/data to your project by selecting this option. You can upload data from a spreadsheet or a url. You have flexibility to include only certain fields in your uploaded or url sourced data, and make these filters specific types, as well as filterable. Learn more here.
Add collaborators
Allow specific users to access and edit various parts of the portfolio. You may only want to share with another user, without them changing data or you may want a colleague's assistance in coding. Learn more about specific permissions per user role in the adding collaborators article here.
Setup coding fields
If you choose to use the portfolio to code, this is where you will set up those fields and options that are available for each field. Creating normalized coding fields, especially with vocabularies, streamline coding and makes analyzing codes more efficient. Learn more here.
Modify view/Preferences
This is how you can modify the view for your portfolio results table, records and more. Note: This is for the entire portfolio and you must be a Manager to make these changes here. Using this option, you can also add sections to your record view to organize your data. Learn more here.
Left side panel options (Project Views)
Use the arrow to expand or collapse the left side bar to view more or less information about your portfolio (name, date created and status).
Results table
This is the view of data your project contains, otherwise known as your results table. If you perform a query in your portfolio, the results table will update to show only those records that meet your criteria. Learn more here.
Filters
This is an all filters view of your project/portfolio. Any fields you made filterable upon upload will be able to be shown here. Any coding field that are filterable, whether they are Yes/No or categorical can also be shown here. Learn more here.
Charts
This is a charts view of your portfolio. You do not need to manually make charts, as these will be available automatically for you based on filterable/categorical data in your project. You can adjust each chart to make them a bar chart, pie chart, or line chart. Learn more here.
Settings
This is how you can revisit the main settings mentioned above for your project/portfolio. Learn more here.
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