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Manage codes and categories

Codes and categories are how you make your Stories data analyzable. Codes classify individual stories, and categories group related codes under a shared concept. Manage both from the Code Management interface.

Before you start: Ensure your UpMetrics login is assigned an Org Admin or Editor role. Creating, editing, and deleting codes and categories is restricted to these two roles. Viewers can see codes and categories but cannot change them.

Understanding code governance

Code creation, editing, and deletion is restricted to Editors and Org Admins. Contributors with Viewer access can view codes and categories and see which codes are applied to Stories, but cannot create, modify, or delete them.

This restriction is intentional. A controlled, consistently governed code library produces reliable filtering and downstream analysis in Advanced Analytics. Ad hoc code creation by all users leads to taxonomy drift and inconsistent data.

Add a category and a code

  1. In the left navigation pane, click Collect > Stories. 

  2. On the left side of the Stories screen, click the blue Manage codes link. 

  3. In the upper right corner, click the Add category button, enter a unique, descriptive name in the Category name field, and click Add Category.

  4. In a category area, click the Add code button, enter the name of the new code, and press Enter.

  5. Please note: There is an Uncategorized category area. To add a code to that category, click the Add code link, enter the name of the new code, and press Enter. In some instances, a code doesn't need a category so a list of uncategorized codes is fully supported and something you can utilize when creating codes.

 

Rename a code or category

Note: Name changes to codes and categories are automatically reflected across all associations - in the Stories list, in the story detail view, in bulk operations, and in the Stories dataset in Advanced Analytics.

  1. Hover over a code name, click the pencil icon, edit the name, and press Enter or click the check symbol found on the right of the code.

  2. To rename a category, click the category name directly, edit it, and press Enter click the check symbol found on the right of the category.


Delete a code

  1. Hover over a code name and click the trash can icon.

  2. A delete code dialog box will appear. Type DELETE, then click the Delete code button.

❗Warning: Deleting a code permanently removes all Story associations for that code. The story records themselves are preserved; only the code association is lost.

 

Delete a category

  1. Click the three vertical dots on the category you would like to delete and select Delete category.

  2. A delete category dialog box will appear, type DELETE, then click the Delete category button.

❗Warning: Deleting a category permanently deletes every code within it and all Story associations for those codes. Codes do not move to Uncategorized.