QualiAnalysis Use Guide

1 Data Preparation

Start from the project workspace. You do not need to copy files manually into a folder outside the app.

• Select the correct Project after login.
• Use Upload Files in the left sidebar to import .txt, .pdf, or .docx files.
• Each uploaded file becomes a Case inside the current project.
• Optionally organize cases into folders and set case metadata such as document type and attributes.

2 Open Coding Process

The core activity of this tool is segment-first analysis. You can save segments quickly, then refine codes and memos iteratively.

1. Click a Case Name in the sidebar to load its transcript.
2. Read the transcript in Transcript view.
3. Highlight text directly in the transcript.
4. Use the right sidebar Input Form to capture:
   • Interviewee text for the main answer/evidence
   • Interviewer text for question or context
5. Assign one or more Coding Nodes, add memo if needed, and optionally assign evidence tags.
6. Save the segment or press Enter for quick save.

3 Analysis & Review

After saving segments, use the review tools to clean, compare, and refine the analytical dataset.

• Analysis Table: Review all saved segments, edit them, delete weak ones, or jump back to the transcript highlight.
• Coding Summary: Review how segments are grouped by node to check consistency.
• Search: Search either the transcript text or saved segments and jump to matches.
• Global View: Switch between one case and all cases to compare evidence across the project.

4 Findings & Synthesis

Once first-cycle coding is stable, move up to findings and cross-case synthesis.

• Create or manage Elements such as Strategic, Organisational, or Relational.
• Create Themes inside those elements.
• Assign segments to themes from the Analysis Table.
• Review assigned quotes inside Findings to support synthesis and writing.
• Use Explore, Matrix View, and Visualizations to compare patterns across cases.

5 Transcript Editing

The app includes a transcript editor for controlled text cleanup.

• Click Edit Transcript in Transcript view.
• Use Find and Replace to clean transcription issues.
• The system preserves the original transcript and stores the edited transcript separately.
• Edit carefully, because changing transcript text can affect highlight offsets for existing codings.