Checklists for Creating Documents

The steps you take to create a Document will vary greatly depending on the Document type and also its complexity. Below you will find two checklists you can use when building a Document, one for Basic Documents and one for Complex Documents.

Basic Document Checklist

A Basic Document may include general Questions or other Elements along with Signatures and Action Triggers.

• Create your Document from a blank template or by using an existing Document as a template

• Assign the Document to the relevant Class and, if applicable, Case Service(s)

• Build the main components of your Document:

• Pages

• Questions

• Sections

• Groups

• Composite Questions

• Add Signatures to your Document

• If applicable, customize your Letter Layout

• Create Action Triggers for the Document

• Preview your Document identifying any spelling, ordering, or general changes you want to make and make modifications to your Document components as necessary

• Finalize your Document
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Complex Document Checklist

A Complex Document may include Scoring, Stages, Stage Rules, Conditions, etc.

• Create your Document from a blank template or by using an existing Document as a template

• Assign the Document to the relevant Class and, if applicable, Case Service(s)

• Create Scores for your Document

• Create or modify Stages for your Outcomes Assessment, Form, or Survey Documents

• Build the main components of your Document:

• Pages

• Questions

• Sections

• Groups

• Composite Questions

• Add Conditions to your Document Elements

• Create Stage Rules

• Add Signatures to your Document

• If applicable, customize your Letter Layout

• Create Action Triggers for the Document

• Preview your Document and make modifications to your Document components as necessaryTest the functionality of your ScoresTest any Conditions you’ve applied to your ElementsIdentify any spelling, ordering, or general changes you want to make

• Finalize your Document