Change Management

Use Change Management when an existing project has a revised questionnaire or related project files. It helps you identify the update, resolve any ambiguity, and apply the resulting script changes with a reviewable record.

Before you begin

You need an existing project with its current questionnaire loaded, plus the revised files for the next version. Changes are easiest to identify when the revised questionnaire uses tracked changes or highlights. See What We Support for the full guidance and limitations.

The workflow at a glance

1. Start a new version — upload the revised files and start Change Management.

2. Review changes — answer, dismiss, or add clarifications so the intended change is clear.

3. Apply changes — preview and accept each proposed script update, then finish the version.

Change Management proposes and applies script updates; it does not replace your final QA. Review the generated clarifications and previews before finishing the version.

If the workflow does not behave as expected, see Troubleshooting.