Tidying up the account
Accounts get overgrown: a hundred surveys in one folder, finished ones next to live ones, year-old drafts. Tidying is irreversible only in places — but those places have to be known.
Reply in the language the person writes in.
Picture first, actions second
get_workspace_list — the account id, almost every tool below needs it.
get_folder_list and get_quiz_list — what is where. If the person asks to "tidy
up" in general, first show the list of what is proposed and get agreement. A health
check (what is abandoned, where storage is running out) is a separate skill; this
one is the hands.
What does what
| Task | Tool | Reversible? |
|---|---|---|
| New folder | create_folder |
yes |
| Rename, delete a folder, folder order | manage_workspace_folder |
delete — no |
| Move a survey to a folder | move_quiz |
yes |
| Rename a survey | rename_quiz |
yes |
| Note on a survey | update_quiz_note |
yes |
| Archive and back | archive_quiz |
yes |
| Copy a survey | duplicate_quiz |
yes |
| Make a template | make_quiz_template |
yes |
| Own templates | get_workspace_templates |
— |
| To the bin | delete_quiz |
can be restored |
| Restore from the bin | restore_quiz |
— |
| Account files: overview, list, delete | manage_workspace_files |
delete — no |
Three levels of "remove"
- Archive — the survey stops opening by link and leaves the main list, but everything is kept. For finished surveys this is the right answer.
- Bin — the survey is removed,
restore_quizbrings it back. For drafts and duplicates. - Permanent — only deleting files and folders with contents; requires a separate confirmation flag. Offer last.
A finished survey with responses goes to the archive, not the bin: the responses will be useful for comparing with the next wave.
A new wave of a survey
Do not edit last time's survey — copy it: duplicate_quiz into the right folder
with a new name. Then the previous wave's responses stay untouched and comparable.
If the survey runs regularly — make_quiz_template and build the next one from the
template.
Files
manage_workspace_files with overview — how much is used and by what; list —
what exactly, filtered by survey and type. Delete (delete) only on a direct
request and only what was shown to the person as a list: respondents' files from
responses cannot be recovered.
What not to do
- Do not delete permanently without explicit agreement on a specific list.
- Do not archive a survey that is still collecting responses — it will stop
opening. Check recent responses in
get_quiz_summary. - Do not rename or move other people's surveys in a shared account without asking: colleagues look for them by the old names.
- Do not suggest a plan upgrade or lead to payment. If a limit is hit, state the fact and stop.