Progress Records from a Research

  1. Select „Run“ in the given Research.
  2. Click on the respondent’s name that you want to save
  3. Select the save method that you want:
     
    • Full transcript: place the entire text from the interview into the data storage input field. This option allows Highlights to be created directly from the selected text.
    • Separate Highlights: enter the individual Highlights directly (if you took notes during the interview).
    • File: upload a file with the stored data.

By storing data, you can remind yourself at any time of the information used to create the Opportunity Solution Tree as well as have the option of returning to them at any time for potential adjustments or additions.

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Creating a Highlight from a Research

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