> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxworks.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Survey workspace

> The page a survey opens on: the header and version chip, the Setup and Results modes and their tabs, the toolbar buttons, the banners you may see, and when a version can be edited.

## Opening a survey

Click any row on the [Surveys list](/surveys/surveys-list) to open its workspace. Everything about the survey — authoring, checking, compiling, publishing and reading results — happens here.

The breadcrumb reads **Surveys › *(survey name)***.

***

## The header

The title row shows the survey name, plus:

* **A live job badge** while a background job runs for this survey — **Queued…**, **Compiling…** or **Publishing…**.
* **🔒 Imported** on a survey that came in through an [import](/surveys/import).
* On the right, the **version chip** and the **Setup | Results** switch.

### The version chip

The chip shows the version you're looking at, such as `v3`, with a status pill:

| Pill          | Meaning                                                                 |
| ------------- | ----------------------------------------------------------------------- |
| Green         | *Published* — the live version.                                         |
| Amber         | A working version — *draft*, *validating*, *validated* or *publishing*. |
| Red           | *Failed*.                                                               |
| Grey          | *Retired* — a version that was published before the current one.        |
| **Read-only** | An imported version.                                                    |

Open the chip to switch versions. The **Versions** menu lists the five most recent, then **See *n* more** / **See less**, and a **Version history** link. See [Versions and drafts](/surveys/versions).

### Setup and Results

The switch on the right flips the workspace between two modes, each with its own tabs:

| Mode        | Tabs                                                                             | Covered in                                                                                                                                              |
| ----------- | -------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Setup**   | **Questions**, **Logic**, **Readiness**, **Settings**                            | [Questions tab](/surveys/questions-tab), [Logic tab and canvas](/surveys/logic), [Readiness](/surveys/readiness), [Settings tab](/surveys/settings-tab) |
| **Results** | **Overview**, **Questions**, **Outcomes**, **Routes**, **Responses**, **Export** | [Results](/surveys/results), [Responses and export](/surveys/responses-and-export)                                                                      |

***

## The toolbar

| Button                   | Shown when                                                                                    | What it does                                                                                                                                                                                                            |
| ------------------------ | --------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **← Back**               | Always                                                                                        | Returns to the Surveys list.                                                                                                                                                                                            |
| **Validate**             | Always                                                                                        | Opens the **Readiness** tab. On an editable draft with no blockers, and if you have `surveys.publish`, it also starts a compile. With blockers it says how many to fix first — *"1 blocker — fix it before compiling."* |
| **Upload new version**   | Imported survey, with `surveys.edit`                                                          | Adds a new read-only imported version from an updated file. See [Importing surveys](/surveys/import).                                                                                                                   |
| **Create Voxworks copy** | Imported survey, with `surveys.create`                                                        | Makes an editable copy of the survey.                                                                                                                                                                                   |
| **Publish**              | With `surveys.publish`, on a version that is *draft*, *validated*, *imported* or *publishing* | Compiles and publishes this version as the live one. See [Validate, compile and publish](/surveys/validate-compile-publish).                                                                                            |
| History icon             | Always                                                                                        | Opens **Version history**.                                                                                                                                                                                              |
| **Survey actions** menu  | Always                                                                                        | **Survey jobs** (the [Jobs page](/surveys/jobs)) and **Duplicate as copy** (an editable copy of this survey's latest version).                                                                                          |

**Validate** and **Publish** are disabled while any job for the survey is running.

***

## Banners

| Banner                                                                                                                                       | When you see it                        | What to do                                                                           |
| -------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------- | ------------------------------------------------------------------------------------ |
| *"2 blockers prevent this version from compiling for voice."* (with the count for your version) and **Review in Readiness**                  | The version has readiness blockers.    | Click **Review in Readiness** and fix each one. See [Readiness](/surveys/readiness). |
| *"Imported versions are read-only."* — *"The uploaded snapshot remains authoritative. Create a Voxworks copy to change questions or logic."* | You're looking at an imported version. | Use **Create Voxworks copy** to get an editable survey.                              |
| Provenance strip — the source's external id, `snapshot` date and a **Source details** link                                                   | Imported surveys.                      | **Source details** opens the Settings tab's source record.                           |

***

## When can you edit?

The workspace is editable only when **all three** of these are true:

1. You have the `surveys.edit` permission.
2. The version you're looking at is a **draft**.
3. The survey was authored in Voxworks or is a Voxworks copy — not an import.

Anything else opens read-only: fields show their stored values rather than inputs, and read-only questions say *"This version is read-only. Create a Voxworks copy to edit it."*

To change a published version, open **Version history** and use **Create draft** on it. That copies the version into a new draft (`v` + 1) you can edit. A survey has at most one working version at a time. See [Versions and drafts](/surveys/versions).

***

## Next Steps

* [Questions tab](/surveys/questions-tab) — where you build the questionnaire.
* [Readiness](/surveys/readiness) — every blocker and warning, and how to fix it.
* [Validate, compile and publish](/surveys/validate-compile-publish) — the build and release buttons in detail.
