Review and tidy your data

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Focusing on your participant while capturing observations in real-time can be a challenge. The review tab allows you to check over what you’ve captured at the end of your session and tidy things up.

Take the time to get your data in good shape for analysis — fix any typos or incomplete observations, remove accidental duplicates and get rid of incorrectly used tags. This is also a good time to recall any significant observations or tag relevant findings.

Filter your observations

The review stage gives you the opportunity to immerse yourself in the data from your session. Filtering comes in handy when you want to bring up all the observations relating to a particular keyword, making it easier to add tags to multiple observations at once.

For example, you can search for words such as ‘confusing’, ‘hard’ and ‘unsure’ to quickly identify places where your participant experienced issues with your design, or search for a particular moment in your session based on what your participant had said.

Here you can also view any starred observations that may have stood out to you or anyone else during your session.

You can also use the search box to filter observations by tag or author. This allows you to quickly see how a particular tag was used during your session, or review observations made by others in your team.

Tag your observations

Tagging your observations helps you make sense of your data once you move on to analysis. There, you’ll be able to filter your observations based on tags and combine these to uncover themes. For example, observations tagged with #confusion and #check_out may suggest issues with that particular feature.

Use tags to link observations back to your research objectives, identify sentiment or help to mark any particularly significant findings.

You can add tags directly to your observations using hashtags (for example, #frustration), or using the tag list in the sidebar on the right. You can also multi-select your observations and add several tags at once.

Star your observations

The star feature allows you to quickly highlight key observations from your session, making them stand out from the rest of your findings.

Stars function in a similar way to tags, making it easy to filter key findings, quotes, or notes of interest when you begin to analyze your results across all your sessions.

Use this feature to mark any observations that are particularly significant, or those that provide great quotes or outtakes from your session.