Primary Role: Workflow Manager
Learning Focus: Apply
🧩 Purpose & Scope
☐ The workflow has a clear goal (inspection, observation, assessment, etc.)
☐ Each section supports that goal
🧠 Question Quality
☐ Questions are specific and easy to understand
☐ Similar questions use consistent wording across workflows
☐ Yes/No questions are only used where appropriate
☐ Complex topics include follow-up questions
📸 Evidence & Detail
☐ Photos are requested where visual confirmation matters
☐ Text responses are used only when explanation adds value
☐ Required fields have a clear purpose
☐ Users are not forced to over-explain simple items
🧭 Workflow Flow
☐ The workflow is broken into logical steps
☐ The order of questions feels natural in the field
☐ Long workflows are segmented to avoid fatigue
☐ Users aren’t asked to repeat the same information
⏱️ User Effort
☐ The workflow takes an appropriate amount of time
☐ Completion requires real observation or interaction
☐ It cannot be completed meaningfully without effort
☐ The workflow feels fair, not punitive
🔍 Data & Outcomes
☐ Collected data supports reporting or follow-up actions
☐ Results can be reviewed without manual cleanup
☐ Scoring or quality measures (if used) align to intent
☐ Outputs support program decisions
🚦 Final Check
☐ I can explain why each question exists
☐ I know how the data will be used
☐ The workflow encourages thoughtful completion
If any item is unchecked, revise before publishing.
🔑 Tip for Workflow Managers
If users can complete the workflow without slowing down, looking around, or thinking—even briefly—the design likely needs adjustment.