Starting a new version

Before you start

Before starting, make sure you have:

• The current questionnaire is already loaded in the project. For help creating the project, see Starting a Dimensions Project.

• You have the revised files ready to upload, such as the updated questionnaire.

• You know whether this is a new tracker wave. Select that option only when the version represents a new wave; it preserves past questions in the script.

Files you do not remove during upload carry forward from the current version. Review the upload list carefully so an outdated file is not carried into the new version.

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Upload and start the new version

Step 1: Open your existing project in Metaforms and click Upload New Version in the Project top bar.

Step 2: Enter a name for the new version — this could be a wave name or any identifier that helps you track iterations.

In a tracker study, you can select 'Mark this version as a new wave' to ensure that we preserve past questions in the script.

Step 3: Upload the files you want to replace, such as the revised questionnaire. Files you leave in place carry forward from the current version.

Step 4: Click Create to finalise the version. Metaforms will process your upload and prompt you to choose how to proceed.

Step 5: Select Change Management to enter the structured review workflow, then click Start Version.

You will now enter the Review stage. Next, review the detected changes.