Change Management — Tracker Surveys

Metaforms change management workflow lets you efficiently update tracker surveys in Forsta (Confirmit). It currently supports surveys up to Level 3 (L3). This guide walks you through preparing your materials, comparing survey versions, reviewing changes, and applying updates in manageable batches.

Updating a tracker survey often involves multiple versions and precise control over changes. With the Metaforms extension, you'll upload your base XML or use an existing programmed survey and your previous wave and current wave questionnaires, let the system identify updates, review suggested updates, and apply them smoothly — all while managing clarifications and verifying updates.

Requirements

• The base XML (or existing programmed wave survey)

• The previous wave questionnaire (v1)

• The current wave questionnaire with required changes clearly marked (v2), using your agreed color-coding or tracked changes. As of now, only color-coded changes and tracked changes are supported in our tool.

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Workflow

1. Import the previous wave survey

2. Launch the extension and configure Tracker mode

3. Upload v1 and review folders

4. Upload v2 and run change management

5. Review clarifications

6. Apply changes

7. Manage batches and exceptions

8. Complete the session

Begin with Import the previous wave survey.