The library is a section in Decode where all the studies, ad-hoc studies, and collections are stored and organized for future use. You can also upload media files, PPTs, and other documents, making the library a central repository for all your research.

Here are some key features of Decode Library that you should know about:

• One Location for Everything: A study can be in any state—active, draft, or closed—and it will be available in the library. This means you can easily access studies that are still in progress or completed studies that you may want to revisit later. You can also filter studies based on their state, making it easier to find what you need.
• Team Management: If you are added to different teams in Decode, you can change the team name from the teams dropdown available at the top of the library page. This feature allows you to view the media and collections of the selected team. By choosing the appropriate team, you can easily access studies relevant to that team, even if they are stored under a different team name.
• Study Creation: You can create a new study directly from the library page using the "Create Study" button. This button will redirect you to the research-creation page, where you can define the study's parameters, such as the type of study and the questions to be asked. This feature saves you time and effort, as you don’t need to navigate through multiple pages to create a new study.
• Organization: The library allows you to organize your studies into different collections, making it easier to find and manage them. You can create collections based on themes, projects, or other criteria that make sense to you. You can also move studies from one collection to another or rename collections as needed.

To access the library section, use the following path:

1. Once you log in to your Decode account, you will be directed to the dashboard.
2. Click on the "Library" icon present on the left navigation panel, and you will be taken to the library page. Here you can access all the studies and collections present in Decode.

Library Filter

On the library page, you will find a filter that you can use to find specific studies or collections based on their name, status, type, type of question asked, or technology selected.

Steps for enabling the filter on the library page:

1. Click on the filter option present at the top of the library page, and a popup will appear on the screen.
2. You can search for the study or collection by entering the name or selecting the status of the study, study type, question type in the study, and the technology used.
3. By enabling the advanced filter, you can also add a combination of these filter options to find the specific study or collection you are looking for.some text
   • You can select the "And" condition. "And" will display the result when both filters satisfy the condition.
   • You can add up to 4 advanced filters.

Once the study is created and published, it is available in the library. Use the following steps to access the published studies:

1. Once you log in to your Decode account, you will be directed to the dashboard.
2. From the navigation panel on the left-hand side, click on the "Library" icon.
3. You will be taken to the library page, where all the studies are available on the Decode platform. To open the study, click on the study card, and the study will open.
4. You can preview the study here, or you can close the study. Once closed, the study will be available in the library section only but with the closed status.
   

A filter in a search narrows down the results to include only items that meet specific criteria. On the library page, you can apply a filter in the search to find specific studies or collections using their name, status, type, type of question asked, or technology selected.

Steps for enabling a filter on the library page:

Step 1: Click on the filter option at the top of the library page, and a popup will appear on the screen.

Step 2: You can search for the study or collection by entering the name or selecting the status of the study, study type, question type in the study, and the technology used.

Step 3: By enabling the advanced filter, you can also add a combination of these filter options to find the specific study or collection you are looking for. You can select the "And" condition. "And" will display results when both filters satisfy the condition. You can add up to 4 advanced filters.

In Decode, you can create a group of your studies, media, files, and collections to organize them efficiently for easier access. This group is called a collection. All collections can be found on the library page of Decode. You can edit the collection, group them into a new collection, and delete them.

Collection Card View

If you hover your mouse pointer over the collection card, you will find the edit button and a select button at the top-right corner.

You can add the following to a collection:

• Quantitative studies
• Qualitative studies
• Media files
• Files

To open a collection, click on the collection card; you will find section-wise studies, collections, and files stored.

Step 1: Once you log in to the Decode platform, you will arrive on the dashboard. From the navigation panel on the left-hand side, click on the "Library" icon.

Step 2: Hover over the study or collection tile, and you will find a checkbox option at the top-right corner. Select multiple studies and collections by checking the checkboxes.

Step 3: Once you select any study or collection, you will find a footer navigation bar with the following buttons:

• Delete: This will remove the selected studies and collections from your workspace.
• Move To: This allows you to add the selected studies and collections to the existing collections on the library page. A pop-up will appear where you can select the collection and move the selected studies.‍
• Add to New Collection: This option will create a new collection and add the selected studies and collections. Once you create a collection, a random name will be assigned, which you can change immediately.

Step 1: Once you log in to the Decode platform, you will arrive on the dashboard. From the navigation panel on the left-hand side, click on the "Library" icon.

Step 2: Hover over the collection tile, and you will find a checkbox option at the top-right corner. Select one or multiple collections by checking the checkboxes.

Step 3: Once you select any study or collection, you will find a footer navigation bar with the "Delete" button. Click on the button, and you will receive a confirmation pop-up.

Press the delete button to confirm, or the "No" button to cancel.

Overview

Uploading media (video, audio, files) is an important part of qualitative research on digital platforms, as it can provide rich and contextual information. In this article, we will explore how you can upload videos from your computer to the Decode library and view the analytics of the videos using Decode.

Steps

Step 1: Once you log in to your Decode account, you will arrive on the dashboard.

Step 2: From the navigation panel on the left-hand side of the dashboard, go to the library. The library is a repository of all your research work and uploaded media.

Step 3: Click on the "Upload" button in the top-right corner of the library page.

Step 4: Once you click on the button, a pop-up form will open for choosing media.

You can add the following types of files:

• Audio: .wav, .mp3
• Video: .mp4, .m4v
• Document: .docx, .ppt, .pptx, .pdf
• Excel: .xls, .xlsm, .xltm, .xlsx, .xltx

Note: If you are adding any audio or video files, you need to follow Step 5; for other file formats, this step is not needed.

Step 5: Now you can specify the media details such as name, number of participants, and language spoken in the video.

Once added, click on the upload button. The upload will start, and you can track it using the loading progress bar. After the upload is complete, a toaster message and upload status will appear.

Step 6: After a successful upload, the file will be available in the library section.

To view the detailed analytics of the files, click on them.

Overview

Once media is uploaded in Decode, you can change certain details of the media. This step-by-step guide will walk you through the process of editing media details in Decode, so you can easily make changes to your media files and improve your experience.

Steps

Step 1: Once you log in to the Decode platform, you will arrive on the dashboard. From the navigation panel on the left-hand side, click on the "Library" icon.

Step 2: On the library page, search for the media for which you want to change the details.

Step 3: Hover over the media card, and you will find a "three dots" icon for editing the media details.

Step 4: Once you click on it, a form will open for editing the media details. Here, you can update the following fields:

• Thumbnail: An image or preview used to represent the media content. You can select a thumbnail from the provided options.
• Title: By default, your media name will be added in the Title section; you can update it if needed.
• Team: You can change the team associated with your media. After changing the team, the media will be moved from the current team to the selected team.
• Visibility: You can change the visibility of the media to:some text
  • Private: The media will be accessible only to you.
  • Shared: The media will be accessible to selected users, which you can choose from the "Shared with" dropdown.
  • Public: The media will be available to all users within the team.

Step 5: After updating the details, click on the save button, and all your changes will be saved.

Approval Workflow is a central feature of Decode, designed to help researchers manage study reviews and publishing seamlessly. Approval flows allow the addition of approvers to the research process. Once a study is created, it can be sent to the assigned approver for evaluation. Upon approval, the study becomes eligible for publishing, ensuring a well-coordinated, efficient, and collaborative research journey.

Here's how the study creation and publishing process works with the approval flow:

Steps

Step 1: Once you log in to your Decode account, you will be directed to the dashboard.

Step 2: Click the “+” button on the left navigation panel.

Step 3: You will be directed to a page where you can select the type of study you want to conduct. Select the study type and create your research.

Step 4: Once your study is created, click on the "Request Approval" button. The study will be sent to the approver for review.

Step 5: The approver can either approve or reject the study.

• If Approved: The "Request Approval" button will change to "Publish," marking your study's readiness to go live.‍
• If Rejected: If your study needs refinement, it will return to the "Rework" stage. After making the necessary adjustments, you can resend it for another round of approval.
  

Empowering your research team with an Approval Manager is a straightforward process designed to enhance efficiency and coordination. Here's how the Owner and Admins of the tenant can easily add an Approval Manager within their Decode tenant:

Note: Approval managers are designated at the team level, not at the tenant level, offering flexibility and precision to your research collaboration.

Steps

For New Users as an Approval Manager

Step 1: Once you log in to your Decode account, you will be navigated to your home page.

Step 2: Click on the "Invite User" button on the left navigation panel.

Step 3: On the invite user form, fill in the email address of the user to be invited, the role to be assigned, and the home team to which the user is to be added. Select the checkbox "Assign as Approver Manager."

Step 4: The user will be added as an Approver Manager for the selected home team upon sign-up.

For Existing Users as an Approval Manager

Step 1: Once you log in to your Decode account, you will be directed to your home page with the dashboard.

Step 2: Click on the Profile icon at the bottom of the navigation panel and select "Settings" from the options list.

Step 3: On the settings page, navigate to the "Users" tab and choose the profile of the individual you wish to designate as an Approval Manager.

Step 4: On the profile detail page, check the checkbox labeled "Assign as Approver Manager." Confirm your selection by updating the profile. This will designate the user as an Approval Manager for the teams they are added to.

With the global search functionality, you can search across Studies, Collections, Files, Highlights, Tags, and Transcripts. This allows you to quickly locate the exact information you're looking for, saving valuable time and enhancing your overall productivity. Here's how you can access the search functionality:

Steps

Step 1: Once you log in to your Decode account, you will be directed to the dashboard.

Step 2: Click on the search icon from the navigation panel on the left side of the dashboard or use the shortcut "CMD + K."

Step 3: A popup will appear for searching information. You can type in keywords to search. You will find section-wise results for the search:

• All: All available content (transcripts, tags, highlights, files, studies)
• Study: Name of the study
• Collection: Name of the collection
• Files: In the transcript (media file)
• Tags: Tag name
• Highlight: In the highlighted text‍
• Insights: Insights based on the keyword
  

A Team in Decode is a sub-part of a workspace that you can use to denote different groups and entities within your company. You can add various media and collections and make them accessible only to users within that team.

Teams in Decode have a hierarchical structure. The workspace is, by default, the parent team. You can add one or more child teams under it, creating up to 2 levels of teams beneath the parent team.

You can invite new users and add existing users to teams so they can access the appropriate media and collections and collaborate with the respective team. Users retain the same privileges assigned to them on Decode across different teams they may be part of. You can also remove users from specific teams.

Sample Use Case for Teams:

Suppose your company uses Decode for all meetings across different departments, and you want users to access meeting recordings of their respective departments only, not other departments. For this, you can create a team structure in Decode. Now, users in one team will be able to access only the media of their team.

This way, you can ensure proper control and separation of data and efficiently organize the media.

A Home Team is the default team for a user. Users can also be part of other teams within their Decode workspace. All users on Decode need to be part of a Home Team, and each user can have only one Home Team.

All media from integrations like FTP Server, Microsoft Teams, and Webex will be part of their Home Team, which users can later move to other teams.

When inviting a user to Decode, the Home Team must be specified in the invite user form. The user will be added to that team upon accepting the invite. Users can then be added to additional teams from the other teams' section under Settings.

Using Teams in Decode, you can manage your internal groups and control access to media. Here are the steps for creating a team:

Step 1: Once you log in to your Decode account, you will be navigated to your home page.

Step 2: In the menu bar on the left side of the page, click on the profile icon. From the list of options, select "Settings."

Step 3: After selecting "Settings," navigate to the "Teams" tab on the Settings page.

Step 4: By default, you will see your parent organization. Hover your mouse pointer over the card, and you will find a "+" icon and a pencil icon. Click on the "+" icon to create a child organization.

Step 5: A form will appear where you can fill in the details to create the organization:

• Active Status: Choose to activate your organization immediately or leave it in an inactive state and activate it later.
• Logo: Upload the desired logo for your organization.
• Title: Input the name of your organization.
• Users: Select the users you want to add to the new organization.

Step 6: Click the "Save" button.

Once you click "Save," the organization will be created and displayed in the organization structure.

Here are the steps for viewing and editing teams:

Step 1: Log in to your Decode account to navigate to your home page.

Step 2: Click on the profile icon on the navigation bar on the left and select "Settings" from the options presented in the list.

Step 3: After selecting "Settings," navigate to the "Teams" tab on the Settings page.

Step 4: Here, you can view the team structure.

To Edit the Team

Step 5: Hover your mouse pointer over the team tile. You will see a "+" icon and a pencil icon. Click on the “pencil” icon.

Step 6: A form will open where you can edit the team details.

Step 7: Click the "Save" button to save the changes.

Every user in Decode is associated with a home team, but a user can be added to multiple other teams. Only workspace owners and admins can add users to teams.

Here's how you can add a user to a team:

Step 1: Log in to your Decode account to navigate to your home page.

Step 2: Click on the profile icon on the navigation bar on the left and select "Settings" from the options presented in the list.

Step 3: After selecting "Settings," navigate to the "Teams" tab on the Settings page. Here, you can view the team structure.

Step 4: To add users to any team, hover over the team card. You will see two options at the top of the card. Click on the pencil icon to edit the team and add users to it.

Step 5: A form will open where you can add users to the team from the dropdown. You can only add people who are part of the workspace.

Step 6: Click "Save" to update the changes.