Apply Stage

In the Apply stage, you work through a question-by-question checklist to preview, accept, and finalize every change to your survey scripts. This article covers the standard flow and the variations you'll encounter.

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The Apply Screen

The apply screen is split into three areas:

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

• Middle: The change detail and status for the currently selected question.

• Right: Reference files — script, metadata, routing, quota sheet, clarification sheet, and questionnaire.

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Standard Flow: Preview, Accept & Finish

Step 1: Once the checklist is generated, select the first question to begin.

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

Step 3: If the changes look correct, click Accept All to apply them. The question's status will update to "applied."

Step 4: Mark the question as Finished once you've done all the changes, then move to the next question in the checklist by clicking on Next Item

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: Resolve the blocking clarification first (add your answer or context), then click Check Resolution to re-evaluate the change and unblock the question.

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Cacading Changes

For cascading changes, an info label will explain if current changes were already handled in a previous question or if the detected change has any downstream cascading effects.

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Raising New Clarifications

If you spot an issue while applying changes, you can raise a new clarification directly from the apply screen without going back to the Review stage.

This will add a new row for the selected Question ID in the clarification sheet, and the programmer can then update the details to be clarified.

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Making Manual Updates (for Non-detected Changes)

If a question has no auto-detected changes but you still want to update it, enter your notes or edits in the text box provided and mark it as finished.

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Once every question in the checklist is addressed, seeCompleting Version to wrap up.