> For the complete documentation index, see [llms.txt](https://help.metaforms.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.metaforms.ai/project-manager-collaboration/overview.md).

# Overview

How the questionnaire review, client collaboration, and programming handoff workflow works in Metaforms — for PMs and Survey Programmers.

This guide is for you if you're a **PM** running a questionnaire through Metaforms, or an **SP** (Survey Programmer) receiving one to build. It's a working reference for how the tool functions — the AI-assisted review, comments and tracked changes, client sharing and permissions, versioning, and the programming handoff — including the parts your client will experience directly, so you know exactly what they see and can set expectations with them.

![Review tab — document on the left, Suggestions on the right, Changes | Comments tabs](https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FDIYQ1yPWOzhuRlbxzr66%2Fpm-review-tab-overview.png?alt=media)

## Your role in the workflow

**PM** — you own the questionnaire end to end: review it with the Agent's help, manage comments and changes, configure and share client access, reconcile client feedback, and decide when a version is ready to freeze and hand to programming.

**SP** — you receive a frozen version in the Programming workspace and build the live, fieldable survey from it. You may also reconcile a newer version the PM freezes while you're still scripting. The non-programmed changes are clearly marked each time.

**Client** — reviews via a secure link you control, with either View or Edit access. Everything client-facing in this guide is written so you understand exactly what they can and can't do.

## What to expect, at a glance

| If you…                                         | Here is exactly what happens                                                                                                                     |
| ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| Make a change                                   | It logs as requiring approval in the Changes tab and allows conversation within the change's comment thread.                                     |
| Add a comment                                   | It appears instantly for everyone with permission to see it — no submit step, no delay.                                                          |
| Reply to a comment                              | It's added to that thread immediately, visible to everyone who can see the original.                                                             |
| Resolve a comment                               | PMs can resolve all comments. Clients can resolve their own.                                                                                     |
| Approve a change                                | Clients and PMs can approve changes. PMs have final responsibility to approve or carry forward remaining changes before freezing for SP handoff. |
| A client makes a direct text edit (Edit access) | Captured immediately as a tracked, attributed change in your Changes log. You can chat or comment on the change there.                           |
| A client edits the questionnaire                | Only the questionnaire document changes; the live survey updates only when you approve changes and freeze the questionnaire.                     |
| Open a locked, read-only version                | You can view it and see what changed from the prior version, but not comment there. Switch to the current working copy to comment.               |
| Freeze / lock a new version                     | The tool prompts you to send only approved changes or bulk-approve all, and shows a count of unresolved comments.                                |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.metaforms.ai/project-manager-collaboration/overview.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.