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Overview

Manage individual records in your project. You can rename records for better organization, archive records you don’t need right now, remove records from the project, or permanently delete them.

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How to manage records

1

Open your project

Navigate to the project containing the records you want to manage.
2

Access record actions

In the Project Records section, click the three-dot menu (⋯) next to any record to see available actions.
Project Records section showing three-dot menu next to a record
3

Choose an action

Select from the dropdown menu:
  • Rename: Change the record name
  • Remove from Project: Unlink the record from this project (record remains in your workspace)
  • Archive: Move the record to the Archived tab
  • Unarchive: Restore an archived record (available in Archived tab)
  • Delete Record: Permanently delete the record

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Record actions

  • Click Rename from the record menu
  • Enter the new name in the modal
  • Click Save to confirm
  • Useful for organizing records with clearer names
To archive:
  • Click Archive to move a record to the Archived tab
  • Archived records are hidden from the main Uploaded tab
  • Use archiving to declutter your active records list
To unarchive:
  • Switch to the Archived tab
  • Click the three-dot menu on an archived record
  • Select Unarchive to move it back to Uploaded
  • Click Remove from Project to unlink the record from this project
  • The record remains in your workspace and can be added to other projects
  • Useful when a record was added to the wrong project
Deleting a record permanently removes it from your workspace. This action cannot be undone. All transcripts and reports associated with the record will also be deleted.
  • Click Delete Record from the menu
  • Confirm the deletion in the dialog
  • The record and all its data will be permanently removed

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Viewing archived records

  • Switch to the Archived tab in Project Records
  • View all archived records for the project
  • Use the same actions (unarchive, delete, etc.) on archived records

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Best practices

Rename records immediately after upload with descriptive names that include respondent information or interview date.
Archive records you’ve completed analyzing but want to keep for reference. This keeps your active list focused on current work.
Use “Remove from Project” if you accidentally added a record to the wrong project. The record stays available for other projects.
Only delete records when you’re certain you don’t need them. Consider archiving instead if you might need them later.