Organize codes and cases

1. Select the code or case in the List View, then on the Home tab select Item > Get Info.

2. Change the code name. Optionally add or edit other code properties.

1. Select a folder in the Navigation View to display the codes or cases in the List View. Click in an empty area in the List View.
2. From the context menu select Sort by, then the column you want to order the items on. If you re-select the currently selected column the order is reversed.
   Items are organized alphanumerically.
   

TIP  Alternatively, click in a column header to order the codes or cases on that column. Click in the header again to reverse the order.

You can organize codes and cases in folders. Besides making them easier to navigate (depending on how many codes or cases you have, and how you work) this is useful because you can select folders as the scope for queries.

To move a code or case between folders:

1. Select the item in the List View and drag and drop it into the new folder in the Navigation View.

You can nest codes and cases under one another in parent-child relationships Code hierarchies—e.g. in a study of schools you could have 1 parent case for primary schools generally and child cases for each primary school in the study.

To create a code or case hierarchy:

1. In the List View, select the code/s or case/s you want to be children and drag them onto the parent code.

1. In the List View, select the code/s or case/s that you want to merge into an existing code or case.
2. From the context menu, select Copy (or Home tab, Clipboard > Copy)
3. Select the code or case you want to merge with.
4. On the Home tab, open the Clipboard menu, press the keyboard option key, and select Merge Into Selected Code/Case Removing Original.
5. Select from the options:
   • Merge child codes: If the codes being merged have child codes, move the children to the target code.
   • Copy see-also links: Include any see-also links in the merged code.
   • Append linked memos: Save any linked memos. If both merging and target codes have linked memos, the content is concatenated in the target's memo.
   • Copy relationships: If the codes being merged are parts of relationships, update the relationship to point to the target code.