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.
Assign the Document to the relevant Class and, if applicable, Case Service(s)
Build the main components of your Document:
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
Complex Document Checklist
A Complex Document may include Scoring, Stages, Stage Rules, Conditions, etc.
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:
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