Editing a Study
Opening the Editor
- Click on any study from your dashboard
- You’ll enter the Study Editor with four main tabs:
- Interview Guide - Edit questions and structure
- Recruit - Manage participants
- Responses - View collected data
- Analysis - Access reports
Making Changes
In the Interview Guide tab, you can:- Edit question text - Click on any question to modify it
- Reorder questions - Drag and drop to change order
- Add new questions - Use the AI chat or add manually
- Delete questions - Remove questions you don’t need
- Modify sections - Reorganize your study structure
Saving Changes
Changes are not saved automatically. Always click Save Changes after making edits. If you want to discard your changes, click Undo Changes to revert to the last saved version.A notification will appear if you have unsaved changes when trying to navigate away.
Study Settings
Accessing Settings
Click the settings icon (gear) in the study header to access study settings.Available Settings
| Setting | Description |
|---|---|
| Study Title | The name that appears in your dashboard |
| Description | Internal notes about the study purpose |
| Introduction Text | What participants see before starting |
| Language | Primary language for the study |
Renaming a Study
- Open the study settings
- Edit the Study Title field
- Click Save
Duplicating a Study
To create a copy of an existing study:- Find the study in your dashboard
- Click the duplicate icon (or access via the menu)
- A copy is created with “(Copy)” appended to the name
- Open the copy to make modifications
Archiving Studies
When to Archive
Archive studies that:- Are completed and no longer need regular access
- Were test projects you no longer need
- Should be hidden from your main dashboard view
How to Archive
- Find the study in your dashboard
- Click the archive icon or select “Archive” from the menu
- Confirm the action
Viewing Archived Studies
Archived studies are hidden from your main dashboard but can be accessed through filters or the archive view.Restoring Archived Studies
- Navigate to your archived studies
- Find the study you want to restore
- Click “Restore” to bring it back to your main dashboard
Organizing Multiple Studies
Using Search
The search bar in your dashboard helps you quickly find studies by name. Type any part of the study title to filter the list.Sorting Options
Click column headers to sort by:- Name (alphabetical)
- Status
- Number of responses
- Created date
- Last modified date
Best Practices for Organization
Study Information
Viewing Study Details
Each study displays:- Created date - When the study was first created
- Last modified - When changes were last made
- Response count - Number of completed responses
- Status - Current stage of the study
Response Statistics
In the Responses tab, you can see:- Total responses received
- Completion rate
- Screened out count
- Responses by status (completed, in progress, etc.)
Deleting Studies
If you need to delete a study:- Consider archiving instead if you might need the data later
- Export any response data you want to keep
- Access delete option through study settings
- Confirm the permanent deletion