Use MRX Rules to eliminate repetitive actions around Net and Code creation. For example, if you frequently create the code "felt enjoyment about cast" every time an uploaded survey has an Open Ended response that expresses joy about the cast, you'll now be able to create a Rule that follows defined conditions and will be applied to surveys ingested in the future. With MRX Rules, users will not have to add the same Net or Code over and over in different datasets.

Users can access the Survey Rules section from the MRX Management Page. Click on the "Manage Rules" button to open up the Rules Management page.

Users can also access the Survey Rules section from the Settings menu on the upper right of the platform. A Rules Management page will open that will list all the Rules within your organization.

Once in the Rules Management page, you can Search, Sort, Filter, Create, Export, Activate, or Deactivate Rules. An Active Rule will be applied to any dataset ingested in the future, whereas a Disabled/Inactive Rule will not be applied to the dataset. An Inactive Rule will be available to the user if they choose to Activate it again. You can also Create a new Rule with the +Create Rule button.

  1. Search for a Rule or Filter for Rules by Industry, Type, Status, or Filter Group.

  2. Activate or Deactivate Rules by toggling the button on the left of each Rule.

  3. Export All Rules or the Selected Rules which you have filtered.

  4. Create a new Rule with the +Create Rule button.

Rules in the MRX content page can be created after a query is accepted in Canvs Smart Search. If a query is error free, a checkmark indicating correct syntax will change to a + sign. Once the user clicks on the + sign, the Create Rule modal will open up.

Once you choose to Create a Rule, under the General tab and on the left-hand side of the modal, enter the Rule Name, Rule Description, Rule Group, and whether it should be Active or not. Click on View More Options to select the Emotional Framework and to select which Canvs Parameters should be filtered from.

On the right of the modal, you can define the conditions of the Rule. If the Rule conditions are applicable to the dataset, the MRX Analysis will automatically create a Code and/or Net based on the Rule. The first condition is powered by Canvs Smart Search. Here you can define the Text, Codes, Topics, Emotions, and/or Cross Tabs that an Open Ended response must contain to be part of the Rule. Most importantly, you'll define the Code and/or Net that you wish to add if the Open Ends meet the criteria.

In the Advanced tab, you can select your specific Survey Industry and Survey Type.

Click Create Rule when you have finished setting the conditions.

Tip: Alternatively, you can click on "Create and Apply Now" to also apply the Rule on the existing dataset you are working on.

Once you have Created a Rule, you can apply the Rule(s) during the Upload stage on the MRX Details step. By enabling this option, all Rules in the organization will to be applied. You can also select Rules specific for a particular Group created in the earlier step. When making the Rules active, click the Edit option and select which Rule Groups will be applied.

When you click Edit, you will see a modal where you can select Rules set for specific Groups to be applied. On the left, you'll see the list of Groups along with the ability to Search, Select, or Deselect Groups to use. Based on what selections are made on the left of the modal, the right side will be updated with the list of Rules that will be applied to the dataset.

On the Surveys content page, you can hover on the info icon next to the dataset title to see how many Rules were applied in addition to the User, Date, and Time of the upload.

The dataset will take all of the Rules applied and assign Nets and Codes based on the criteria selected.

Once in the Content Page of the dataset, you'll see a Rules side sheet showing all Rules selected during the upload. On this sheet, you can also select the magnifying glass to apply that Rule's boolean query into the Smart Search and also an option to expand the Rule to see more details.

To access the Rules side sheet, navigate to the "..." menu next to the Export option and select See Applied Rules.

We've differentiated when a Code was created by an AI-Powered Code or by a Rule. You'll see an "A" for AI-Powered (formally Autocode) and an "R" for Codes generated by Rules. If you see neither an "A" nor "R", it means that the Code was created or edited in the application.


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