Applying all changes

In the Apply, you work through an ordered checklist to preview, accept, and finalise every change to the Script. This article covers the standard flow and the tool's capabilities.

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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 — Script (metadata & routing), quota tables, 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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Standard Flow: Preview, Accept & 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 Metadata and Routing.

Step 3: If the changes look correct, click Accept All to apply them. The question's status will update to "Done." If the edit was wrong, you can always ask the agent to update it.

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: Resolve the blocking clarification first (add a response to the clarification), then click Check Resolution to ask AI to re-evaluate the change and unblock the question.

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Cascading Changes

• +n cascades info label describes if the detected change has any cascading effects to questions following the current question.

• a cascading info label indicates that the change required was handled in a previous question

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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Using the Change Management Agent

The Change Management agent can read your Questionnaires, the MDD Script (Metadata&Routing), Quota tables and the checklist on the left.

Once the entire checklist is prepared, as you work through the changes, you can instruct it create or update changes it got wrong or missed altogether.

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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Finishing all changes

When all the changes are applied or marked as 'Done', a Finish CM button will appear in the checklist, allowing you to return to the Programming tab where you can continue programming using the Survey Programming agent.