The Version History feature in Survey Builder keeps track of each user activity, logging every change made to a survey. Users can track modifications and restore any previous version if needed. This ensures data integrity, mistake recovery, and collaborative editing efficiency in survey creation.

Business Use Cases

• Preventing Data Loss and Errors: In situations where survey content is accidentally modified or deleted, Version History allows teams to restore a previous version of the survey. This helps prevent data loss and ensures consistency in survey content, making it easier to maintain the integrity of ongoing feedback collection efforts.

• Collaborative Editing with Audit Trail: When multiple team members collaborate on a survey, the Version History feature enables users to track changes made by different contributors and revert any unnecessary or incorrect modifications. This ensures better collaboration, maintains survey integrity, and supports a more streamlined review process.

• Experimenting Without Risk: When testing different wording or formats in a survey, the Version History feature allows teams to experiment confidently, knowing they can easily restore a previous version if the new edits don’t yield the desired results. This supports a more agile and flexible approach to survey design and optimization.

The Version History feature enhances survey management by offering key benefits for both individual users and teams. It supports accident recovery by allowing surveys to be easily restored to previous states if critical elements are accidentally removed or changed. For teams, it enables improved collaboration by tracking edits made by different users, ensuring accountability throughout the survey creation process. Additionally, it encourages experimentation with confidence, giving users the freedom to test different versions of a survey without the risk of making irreversible changes.

Prerequisites

You will need Program Level View and Edit and Delete permissions under CFM App to access it.

• View: You will be able to view the feature.

• Edit: You will be able edit the feature.

• Delete: You will be able to delete the feature.

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​Setting Up

1. Navigate to Survey Builder and go to Activity icon on the right pane.

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2. In the Activity pane you will find a list of all user activities, along with timestamps and editors, will be displayed.

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3. When you click on the Activity list, you will see a display of all user activities, including timestamps and editors.

4. Select the Restore Version option to return the survey to the chosen state; just click on the relevant activity card.

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5. Click Restore to confirm the version.

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6. You can also click Refresh option in the activity log. The survey will be restored until that activity takes place.

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   At present, only a limited number of actions are recorded in the activity pane, with plans to include support for all actions in upcoming updates. Additionally, you will be unable to view a version or activity log prior to restoration.

Best Practices

• Communicate with your team: If multiple users edit the same survey, discuss before restoring an older version to prevent overwriting recent updates.

FAQs

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