These are a type of document that allows you to record ideas, insights, interpretations or growing understanding of your material – kind of like a notepad that you might jot thoughts into. Memos can be linked to specific content in your project, or they can exist as standalone notes. For example, a memo can be linked to:
- Files: capture any issues or insights that might arise.
- Codes: describe the significance of the code and patterns or ideas that emerge from the different references.
- Cases: insight on a specific person that was unique to the interview (e.g., they were agitated).
- Queries: attached to the query results – what does the query tell me.
- Unlinked: store information that is not linked to anything specific – this might include your research objectives or progress.
A single memo can only be linked to one item at a time.
Create an unlinked memo
- In the Navigation View, select Notes.
- Right-click on Memos and select New Memo.
- From the New Memo dialog, in the Name field, enter Project Methodology
- (Optional) In the Description field, add details.
- Select OK.
- In Details View, add information to the memo.
- When you're finished, uncheck Edit and close the memo.
To view all memos:
- From the Navigation View, select Notes and then Memos.
Create a linked memo
- In Navigation View, select one of the following: File, Code, Case, or Externals.
- For our example, select Files and then Google Reviews.
- In List View, right-click on Kwynn, select Memo and then Link to New Memo.
- In the New Memo dialog, in the Name field, enter Kwynn
- Select OK.
- Uncheck Edit and add information to your Memo.
- In Details View, add information to the memo.
- When you're finished, uncheck Edit and close the memo.
To access the Note in List View, select the link icon next to Kwynn's name.
To view all memos:
- From the Navigation View, select Notes and then Memos.
