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 dataset 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 datasets 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 MRX 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 MRX 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.

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 Industry and 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.

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.

Rules in the MRX Uploader: Once you have Created a Rule, you can apply the Rule(s) during the Upload stage on the MRX Details 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. You'll see the list of Groups along with the ability to Search, Select, or Deselect Groups to use. Click Apply once you make your selection.

On the next screen, based on what selections were made on the previous screen of the modal, you will see the list of Rules that will be applied to the dataset, with the option to expand to see what the Rule Conditions are.

On the Dataset's 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 have the option to view a Rules side sheet showing all Rules selected during the upload. To access the Rules side sheet, navigate to the "..." menu next to the Export option and select See Applied Rules.

You will then see the list of Rules applied to your dataset, as well as green pill indicators of which specific Waves the Rules were applied to. For example, in the screenshot below, the Rule "Event / Mentions COVID or PPP" was applied to Wave 1, Wave 2, and Wave 3.

Please note: Datasets/waves uploaded before November 18, 2022 will NOT have the green pills indicating which Wave the Rules were applied to.

You can even click on the dropdown to select the specific Wave that you would like to see the Rules applied to. For example, selecting "Wave 2" will show all the Rules associated with Wave 2 on your dataset.

On the Rules side 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.

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.

Additional Tips

Easily Copy your Rule Query from your Rules modal. If the user pastes the query into Canvs Smart Search, the format and query will remain intact. The ability to Copy is for all Rules modals (editing an existing Rule, creating a new one via Rules Manager, creating a new Rule on a dataset).

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