Inspect & Edit Records Overview

This article will show you how to use the 'Inspect & Edit Records' feature to search for respondents. 


Background

The 'Inspect & Edit Records' will allow you to:

  • Use the 'Respondent Lookup' feature to find specific respondents and review basic information as well as remove them from the data set
  • 'Bulk Update' data should you need to recode data for any reason

Accessing 'Inspect & Edit Records'

There are 2 ways to access this section:

  1. Click on the 'Quick Access Menu' and select 'Inspect & Edit Records'
  2. While on the 'Survey Dashboard' click on 'Inspect & Edit Records'
  3. Depending on your needs you can: 
    1. Review respondent status, update term codes, or remove a respondent from live data
    2. Bulk Update (or Re-code Data)

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