Paper Management
Create, organize, and assign papers to team members.
What are Papers?
Papers represent research subjects, study participants, or any entity that needs to complete surveys. Each paper can be assigned to multiple coders and supervisors.
Creating Papers
Create papers individually, in batches, or by duplicating existing ones:
Single Paper: Click "Create Paper" and fill in Paper ID, Name, Collection, and Description
Batch Upload: Upload CSV or Excel with columns for Paper ID, Name, Collection, and assignments
Duplicate: Click copy icon to duplicate a paper (system auto-increments Paper ID)
Team Assignment
Assign team members to papers for data collection and review:
Coders: Assign up to 2 coders per paper to complete surveys and submit responses
Supervisors: Assign up to 2 supervisors per paper to review and approve responses
Self-Assignment: Users can self-assign to papers with available seats
Unassign: Users can unassign themselves, admins can reassign any user
Survey Assignment
Control which surveys are available for each paper:
Individual Surveys: Add surveys from the paper detail page
Survey Groups: Assign entire survey groups for bulk assignment
Sequence Numbers: Surveys are ordered by sequence to guide completion order
Filtering and Search
Find and organize papers using multiple filter options:
Search: Find papers by Paper ID or Name
Collection: Group papers by collection to focus on specific cohorts
User: View papers assigned to specific coders or supervisors
Status: Filter by response status (with/without responses, pending, approved)
Survey Stage: Focus on papers at specific survey stages
Paper Details
Each paper has three tabs for managing different aspects:
Surveys: View and manage surveys assigned to the paper
Reviews: See all responses submitted with review status
Discussion: Collaborate with team members using comments and @mentions
Best Practices
Consistent IDs: Establish a naming convention for Paper IDs for easy tracking
Use Collections: Group related papers into collections for easier management
Assign Early: Assign team members before publishing surveys for smooth workflow
Use Discussions: Leverage paper discussions for team communication