Applying all changes

In Apply, work through the checklist to preview, accept, and finalise the proposed script updates. Treat each item as a review point: confirm the preview matches the intended questionnaire change before accepting it.

Before you accept a change

Check the proposed XML and routing update against the revised questionnaire and any clarification answers. If the proposal is incomplete or incorrect, ask the Change Management agent to revise it rather than accepting it.

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The Apply Screen

• Left: A checklist of all questions (by ID, in order). You must work through the changes sequentially.

• Middle: The Change Management agent conversation and the currently selected Question card.

• Right: Review/Editor Workspace — XML, quota sheet, clarification sheet, and questionnaire.

The checklist

You can click on any question to see the changes detected and the edit proposed. Along with describing what's changed and where, as you work through the changes using the checklist, it captures your progress with change management.

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Preview, accept, and finish

Step 1: Once the checklist is generated, you will land on the first detected change.

Step 2: Review the suggested change and its description. Click Preview Changes to see a diff of exactly what will be modified in the XML.

Step 3: If the preview is correct, click Accept All to apply it. The question status changes to Done. If it is incorrect, ask the agent to update the proposal, then review the new preview before accepting.

Step 4: You can navigate to the next Change using the buttons in the Question item, or by clicking through the checklist on the left.

Clarification-blocked questions

An unresolved clarification from the Review stage may block some questions. This will be shown explicitly as information on that question.

Step 5: Answer the blocking clarification, then click Check Resolution. This asks the AI to re-evaluate the change and, when enough context is available, unblock the question.

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Cascading changes

• +n cascades means the current change affects that number of later questions.

• cascading means the required update was handled when you accepted an earlier change.

The checklist also acts as a map to the cascading impact from a question, hover over a question to see which questions get affected.

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Use the Change Management agent

The Change Management agent can read your Questionnaires, the Script, Quota Sheets and the checklist on the left.

Once the checklist is prepared, you can ask the agent to create a missing change or revise a change that is wrong.

The agent is always informed of the selected Question, Minimise the card if you want to un-focus the agent from the current question.

Tip: You can ask the agent to update one or many changes using @ to mention questions in the checklist (it autocompletes).

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Finish the version

When every checklist item is applied or marked Done, Finish CM appears. Select it to return to the Programming tab and continue programming. Complete your normal final QA before treating the version as ready.