View Document Coding History

You can view documents’ coding history from both the results table and the review window. This audit trail tracks who coded a document, when, and which codes were used, providing the transparency needed to oversee reviewer activity and understand changes over time.

Requirements

Both coding history locations respect existing document permissions. Users can only see coding events for documents they are already allowed to access.

Access Coding History in the results table

The Coding History column surfaces a document’s coding events directly in the results table.  You can add this column to any results table view. It is not included in the table by default.

Once added to the table, the Coding History column displays a single coding event for each document. An event includes:

• User who added or removed the code
• Timestamp of the event
• Action taken (added or removed)
• Coding category and code (e.g. Responsiveness: Responsive)

If a document has more than the one coding event, you will see an And # more button. Select this button to view more history for that document.

This expands the history directly in the same table cell.

Show history for a specific category or code

By default, the Coding History column shows history across all codes. You can optionally restrict this to display to a single category or code.

To limit the display:

1. Select the Coding History column’s Customize coding history display button.
2. In the Show coding history for field, choose between:
   • A coding category
   • A specific code

The selected category or code appears in the column header.

Choose whether newest or oldest events appear first

You can choose whether the Coding History column shows the newest or oldest event first.

To change the display order:

1. Select the Coding History column’s Customize coding history display button.
2. Under Display order, choose between:
   • Show newest coding history first (default)
   • Show oldest coding history first

Access coding history from the review window

To view a document’s coding history in the review window:

1. Open the review window’s History tab.
2. Select the event type dropdown.
   
3. Deselect all event types except for Code.
   
   This filters the list to only show coding history.