What happens when sources change
Questionnaires take time, and your policies don’t stand still while you work through one. If a source is updated — or your knowledge base changes, whether through an import or an edit — ResponseHub tells you, and offers to bring the questionnaire up to date.
It is an offer, not an obligation. Nothing is regenerated unless you ask for it.
The refresh prompt
Section titled “The refresh prompt”When something relevant has changed, a notice appears on the questionnaire listing what’s new: sources added, deleted, or restored, and approved knowledge base items added, deleted, or restored.
From there you have two options, or you can ignore it entirely.
The two options
Section titled “The two options”| Option | Regenerates |
|---|---|
| Regenerate un-approved Synced items | Only items in Needs Input or Auto Answered. Approved answers are left untouched. |
| Regenerate all Synced items | Every synced item, approved ones included. |
Only synced items are ever regenerated. Anything you unsynced to answer by hand is left alone under both options.
Which to choose
Section titled “Which to choose”Regenerate all synced items after a large change: several policies updated at once, or a batch of new knowledge base items imported. The material behind your existing answers has moved enough that answers already approved may no longer be accurate, and re-approving them is a smaller cost than sending out something wrong.
Regenerate un-approved synced items after a few individual changes. You pick up the new material for everything still in progress, without disturbing answers you have already reviewed and signed off.
Ignore the prompt when the change has nothing to do with this questionnaire, or is minor enough not to affect your answers. Carry on and finish the questionnaire as it stands.