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Colibri Dashboard

The Colibri Dashboard is the home page of the application, which allows you to view all available studies, link to manage studies or begin coding them, view pinned studies, view the all studies table or search for studies. It also has links to management pages for the organization. You can access your account or logout through the header bar.

The Dashboard view shown depends on the type of user logged in.

Studies Section

The Studies Section is the main section of the Dashboard, where pinned studies are shown in the default Card View. Search and filter options are available on the panel to the left as well as the Table View and All Studies View. Coders will only see studies that they have been assigned to.

Coder Card View

Admin Panels

The top section of the Dashboard screen contains the Admin Panel and other Panels that have Admin only functionality. Coder users see the Recently Accessed and Open Studies panels only.

Admin Panels Section

Coder Panels

Coder Panels

Admin Actions Panel

Admin users have access to the Admin Action panel with these links:

Admin Panel

For more on organization management, see Organization Management Screen

Users Panel

Admin users have access to the Users panel shows the active users within the organization.

Users Panel

For more on user management, see User Management Screen

Recently Accessed Panel

The Recently Accessed panel shows the studies recently accessed by the user.

Recently Accessed Panel

Open Studies Panel

The Organization Open Studies panel shows all open studies for the organization or the active studies for Coders.

Open Studies Panel

Viewing Studies

This section shows the current studies in one of three views:

Studies View Description
Card View Pinned Studies displayed in grid of larger Cards (Default)
Table View Pinned Studies in table format
All Studies View Table format with all studies user has access to (coders only see those assigned)

Coder Study Page

Study Actions

These actions are availabe on studies in all of the view of the studies.

Study Action Buttons

Name Description
Pin Toggle if a study is Pinned, showing up in the My Pinned Studies list
Edit Study Opens the Study Manager
Load Data Open the Data Importer for the study
Notes Opens the Notes dialog for editing/reviewing

How To Begin Coding

Once you open the Study Manager for a study in the Studies Section of the Dashboard, you can click on the Launch button on a codeframe or question to start coding.

The Study Manager Overview screen shown below is where the codeframes are shown at the top and the individual questions are shown in the table below. You can click the Launch icon on a codeframe or a question to start coding.

Study Overview

Organization Management

For details on the Organization Management screens found in the Admin Panels, see the Organization Management Overview.

How To Report The Results

Once your verbatim responses have been coded, you'll need to report the results. First, you need to be in the Study Manager for the study, then click on the Reports tab on the left to open the Reports Screen. The Reports Screen link has details about the different types of reports you can run and what options are available for customizing them.

See Also: Quick Start Guide