Theme Management
Overview — What Themes Do
Themes are the labels used to categorize qualitative findings — interview notes, focus group discussion, observations, survey comments. Where a rated question produces a number, a theme lets you tag what people actually said so it can be counted, compared, and reported.
Open Theme Management from the sidebar. It is Utility Admin only — a COG Admin without the Utility Admin role cannot see the entry.
Four operations sit across the top of the page, each opening its own dialog:
Every operation asks for confirmation before it runs, and a Search box filters the theme list on the page.
The Theme Management page.
|
GOOD TO KNOW Each theme chip is coloured from its own name, so a given theme keeps the same colour everywhere it appears in NSCAT. The colour carries no meaning of its own — it is there to make themes recognizable at a glance. |
Naming Themes
The established convention is to name a theme after the ISF element it maps to, in the form:
Attribute - Trait
For example: Standards - Personal Accountability.
This is what makes a theme traceable back to the framework — a reader seeing the theme on a report can tell which Attribute and Trait it speaks to without a lookup table.
|
HEADS UP NSCAT does not currently enforce this format. The name field accepts any non-empty text, so a mistyped or free-form theme name will save without complaint. The consistency has to come from you — agree the convention with your team and apply it deliberately. |
|
PRO TIP Build your theme list directly from the ISF. Open Manage ISF alongside this page, work down the Attributes, and create one theme per Attribute you intend to analyse. You end up with complete coverage and names that match the framework exactly. |
|
GOOD TO KNOW Theme names are stored as plain text and are not linked to the ISF. Renaming an Attribute in Manage ISF does not update the themes that reference it. After any ISF rename, come back here and rename the affected themes to match — see The ISF. |
Adding Themes
Click Add New Theme. The Add themes field is a free-text box that accepts several themes in one go — type a name, press Enter, and it becomes a chip; repeat for as many as you need.
At least one theme is required. Confirm with Adding Themes — "Are you sure you want to add these themes?"
|
PRO TIP Because you can enter many at once, set your whole theme list up in a single sitting rather than adding them one at a time as activities need them. Analysts tagging findings mid-assessment will invent their own labels if the theme they want does not exist. |
|
HEADS UP Adding is capped at 20 themes per operation. Beyond that the field reports a maximum and refuses to save. For a longer list, add them in batches. |
|
GOOD TO KNOW Nothing stops you creating two themes with near-identical names — Standards - Accountability and Standards – Accountability with a different dash will both save as separate themes. Check the existing list with Search before adding. |
Renaming a Theme
Click Rename Theme, pick the theme from Select a Theme to Rename, and enter the New name. Both fields are required. Confirm with Renaming Theme — "Are you sure you want to rename this theme?"
The rename applies everywhere the theme is used, including in activities that have already been tagged and reported.
|
PRO TIP Renaming is the right tool for fixing a typo or aligning a theme with a renamed ISF Attribute. It preserves every existing tag — nothing is re-tagged and no analysis is lost. |
|
HEADS UP There is no history on a theme name. A report produced last quarter and reopened today shows the new name. If your organization needs the old wording preserved on past output, export those reports before renaming. |
Consolidating Themes
Consolidate merges several themes into one. Use it when analysts have created overlapping themes that should be counted together.
Click Consolidate Themes, select two or more themes in Select Themes to Consolidate, then enter the New Consolidated Name. Confirm with Consolidating Themes — "Are you sure you want to consolidate these themes?"
Everything tagged with any of the selected themes ends up under the single new name.
|
GOOD TO KNOW Consolidate requires at least two themes selected — the button stays disabled with one. Merging one theme into a new name is a rename, which is what the Rename dialog is for. |
|
HEADS UP Consolidation cannot be undone. Once three themes are merged into one, NSCAT no longer records which of the three any given finding was originally tagged with — the distinction is gone from your data, not just from the list. If the separate counts might matter later, export the affected reports first. |
|
PRO TIP Consolidate before producing a report, not after. Merging themes changes the counts every theme-based chart is built from, so a report circulated before a consolidation will not reconcile with the same report run afterwards. |
Deleting Themes
Click Delete Themes, select one or more themes in Select Themes to Delete, and confirm with Deleting Themes — "Are you sure you want to delete these themes?"
|
HEADS UP Deletion is irreversible, and it is the wrong tool for a theme that has already been used. Removing a theme that findings are tagged with discards the categorization on those findings — the notes and observations survive, but their theme is gone and the analysis that depended on it no longer adds up. |
|
PRO TIP Reserve Delete for themes created by mistake and never applied — a typo, a duplicate, a test entry. For a theme that has been used but is no longer wanted, Consolidate it into the theme that supersedes it. That preserves the findings' categorization instead of discarding it. |
|
GOOD TO KNOW Deletion is capped at 20 themes per operation, the same limit as adding. |
Choosing the Right Operation
|
You want to… |
Use |
|
Set up the theme list for a new utility |
Add New Theme — several at once |
|
Fix a typo in a theme name |
Rename Theme |
|
Match a theme to a renamed ISF Attribute |
Rename Theme |
|
Merge overlapping themes analysts created |
Consolidate Themes |
|
Retire a theme that has been used |
Consolidate Themes into its replacement |
|
Remove a theme created by mistake and never used |
Delete Themes |
|
PRO TIP The general rule: Rename to correct wording, Consolidate to reduce the list, Delete only for themes with no history behind them. Rename and Consolidate both preserve your data; Delete does not. |
Common Problems
|
What you see |
What it means |
|
Theme Management missing from the sidebar |
It is Utility Admin only. A COG Admin without that role cannot reach it. |
|
Save button disabled in Consolidate |
Fewer than two themes selected, or the New Consolidated Name is empty. |
|
Save button disabled in Add or Delete |
Nothing selected, or you have exceeded the 20-item limit. |
|
A theme name saved in the wrong format |
The Attribute - Trait format is a convention, not an enforced rule. Fix it with Rename Theme. |
|
Theme names no longer match the ISF |
Themes do not follow ISF renames. Rename them here to match. |
|
Two nearly identical themes in the list |
Duplicates are not prevented. Consolidate them into one. |
|
Theme counts changed between two runs of a report |
A consolidation or deletion happened in between. Consolidate before reporting, not after. |
|
Findings lost their categorization |
A theme in use was deleted. Deletion is irreversible — use Consolidate for themes with history. |

No comments to display
No comments to display