Relius Documents ASP Checklist Entry

Transcription

1 Relius Dcuments ASP Checklist Entry Overview Checklist Entry is the main data entry interface fr the Relius Dcuments ASP system. The data that is cllected within this prgram is used primarily t build dcuments, but it can als be used t feed external systems fr purpses ther than dcument generatin. This guide will prvide details regarding the general functinality f the Checklist Entry prgram and the ways in which users can navigate thrugh a standard data entry sessin.

2 1. Questin and Answer Data is entered within the Checklist Entry prgram via a questin and answer frmat. All questins are displayed within what will heret be referred t as the Questin Pane. Figure 1 There are three different types f questins that can be displayed within the Questin Pane: Single-select: Available respnses will be represented by a radi buttn Multi-select: Available respnses will be represented by a checkbx Insert nly: Available respnses will be represented by text bx. There are fur different ways in which questins can be answered: Muse-click: Psitin the cursr within the radi buttn r checkbx crrespnding t the answer yu wish t select and click t make the selectin. In the case f a text bx, click within the text bx and type in the desired text. Click n the respnse again t deselect the answer. Any subselectins that are tied t the deselected respnse will als be remved. Tab and spacebar: Use the tab key t place fcus n the desired respnse and press the spacebar t select the crrespnding radi buttn r checkbx. Yu may als use the tab key t place fcus within a text bx. T deselect an answer, place fcus n the respnse and press the spacebar. Any sub-selectins that are tied t the deselected respnse will als be remved. When using this selectin methd t answer single-select questin types, the system will autmatically bring yu t the next enabled questin in the checklist. Fr any ther questin type, press the Enter key t prceed t the next enabled questin in the checklist. Letter and number keys: Yu can select radi buttns and checkbxes fr the current questin in fcus by pressing the letter r number key crrespnding t the desired respnse. Fr example, when viewing questin 1.2 with available respnses y and z, yu can select the z respnse by 2

3 pressing the Z key n yur keybard. When using this selectin methd t answer single-select questin types, the system will autmatically bring yu t the next enabled questin in the checklist. Fr any ther questin type, press the Enter key t prceed t the next enabled questin in the checklist. 2. View Cmmentary & View Exclusin Lgic Checklist Entry is equipped with a feature that allws yu t view any pre-defined cmmentary r exclusin lgic that may be assciated with a particular questin. Cmmentary can be defined as additinal infrmatin that may help yu answer the current questin being viewed. Exclusin lgic can be defined as the cmbinatin f checklist answers (r nn-answers) that will disable respnses fr the current questin being viewed. When either f these ptins are available, a buttn will be prvided in the bttm right crner f the grup bx fr the current questin being viewed. Figure 2 Buttns and Functins: View Cmmentary Use this buttn t see the cmmentary that has been assciated with the current questin. Cmmentary is displayed within the Questin Cmmentary dialg bx. Questin Cmmentary dialg bx This dialg bx cntains cmmentary that has been assciated with the current questin. Yu can review r print the cmmentary frm this bx. Figure 3 View Exclusin Lgic (if a respnse is disabled) Use this buttn t see what checklist selectins are causing ne r mre respnses t be disabled within the current questin. The lgic is displayed within the Exclusin Lgic dialg bx. View Exclusin Lgic (if a respnse can be disabled) Use this buttn t see what checklist selectins will cause ne r mre respnses t be disabled within the current questin. The lgic is displayed within the Exclusin Lgic dialg bx. 3

4 Exclusin Lgic dialg bx The Exclusin Lgic dialg bx is displayed when the View exclusin Lgic buttn is clicked. This bx displays the specific checklist selectins are causing, r will cause, ne r mre respnses t be disabled within the current questin. Nte that each respnse is displayed as a hyperlink within the dialg bx. Yu can click the hyperlink t bring fcus t the selected questin within the Questin Pane. Figure 4 3. Tree View The tree view allws yu t see every sectin f the current checklist and the questins cntained therein. It als displays indicatrs as t which sectins and questins in the checklist have been cmpleted and prvides yu with the ability t navigate directly t specific questins. Figure 5 Shw/Hide Tree View The tree view will be displayed by default each time a checklist is pened. The tree view may be hidden and re-displayed by clicking the Shw/Hide Tree View tlbar icn. 4

5 Expanding/Cntracting Individual Sectins A Sectin can be expanded r cntracted by clicking the arrw next t the sectin yu wish t expand r cntract. A dwn arrw ( ) will indicate that the Sectin is fully expanded. A right arrw ( ) will indicate that the Sectin is cntracted. Expand All/Cntract All Hyperlink The Expand All hyperlink at the tp f the tree view can be used t expand the Tree View t display all Sectin Titles and underlying questins. The hyperlink will change t Cntract All nce the Expand All hyperlink has been selected. Clicking the Cntract All hyperlink will cntract all Sectins within the tree view. Incmplete Icn An incmplete icn will be displayed next t each unanswered questin as well as each sectin that cntains at least ne unanswered questin. An unanswered questin is any questin that meets the fllwing criteria: An enabled single-select questin that has nt been answered. An enabled multi-select questin that has nt been visited r visited and nt answered. An enabled insert nly field that has been flagged as requiring an answer. Cmplete Icn A cmplete icn will be displayed next t each answered questin as well as each sectin that cntains n unanswered questins. 5. Tlbar The tlbar prvides buttns that serve varius purpses within the checklist entry prcess. Buttns and Functins: Figure 6 G t Previus Sectin Use this buttn t g t the first questin in the sectin that precedes the current sectin f the checklist yu are viewing. G t Next Sectin Use this buttn t g t the first questin in the sectin that fllws the current sectin f the checklist yu are viewing. G t Previus Questin Use this buttn t g t the questin that precedes the current questin f the checklist yu are viewing. 5

6 G t Next Questin Use this buttn t g t the questin that fllws the current questin f the checklist yu are viewing. Save Checklist Use this buttn t save the answers f the current checklist and cntinue wrking. Submit Checklist Answers Use this buttn t save the answers f the current checklist and submit them fr dcument generatin. As part f the submissin prcess, the system will perfrm a review f yur checklist answers t ensure cmpleteness and accuracy. The results f the review are displayed in the Checklist Review dialg bx (see the Checklist Review sectin f this dcument fr further details). Print Optins Use this buttn t display yur ptins fr printing the current checklist and ther assciated reprts within the Print Optins dialg bx (see the Print Optins sectin f this dcument fr further details). Shw/Hide Tree View Use this buttn t shw and hide the Tree View. Search Checklist Use this buttn t display yur ptins fr searching varius elements f the checklist within the Search Optins dialg bx (see the Search Optins sectin f this dcument fr further details). Review Checklist Use this buttn t perfrm a review f yur checklist fr cmpletin and accuracy. The checklist review feature will identify any unanswered required questins, pssible advisry items and data frmatting errrs that may exist within yur checklist. The results f the checklist review are displayed in the Checklist Review dialg bx (see the Checklist Review sectin f this dcument fr further details). Clse Checklist Use this buttn t clse the current checklist. If yu have nt saved the wrk yu have perfrmed in the current sessin, the system will prvide yu with the ptin t d s prir t exiting frm the checklist. Help Use this buttn t view the Checklist Entry Quick Start Guide. 6

7 6. Sectin Tabs Sectin tabs allw quick access t every sectin f the current checklist. It als displays indicatrs as t which sectins in the current checklist have been cmpleted and prvides yu with the ability t navigate directly t the specific sectins. Indicatrs viewing. A sectin tab will display in Bld t indicate the current checklist sectin yu are A sectin tab will display in Green if the entire checklist sectin has been cmpleted. A sectin tab will display in Red if the checklist sectin is nt cmpleted. Figure 7 7. Search Optins The Search Optins windw can be accessed by clicking the Search Checklist buttn n the tlbar. This will allw yu t search the current checklist fr key wrd(s) r phrases. Yur results can be refined by filtering yur search using the tls belw. Once yur preferences have been selected, the "Find Next" buttn can be used t search thrugh the checklist fr yur entered text. Find What Field Figure 8 Use this field t type the key wrd(s) r phrase (up t 3000 characters, including special characters and spaces) yu are intending t search. A drp-dwn ptin allws yu t select any f the text entered and searched fr during the current checklist entry sessin. The text is displayed in the rder in which the search was perfrmed, starting with the mst recent search item. 7

8 Replace With (Insert Values Only) (NOTE: This ptin is currently unavailable, but will be enabled as part f a future update) Search Elements Each ptin belw allws yu t refine yur search results t a specific part f the checklist. Nte that each time the Search Optins bx is pened, the Search field is defaulted t "All". All This selectin will allw yu t perfrm a query n all elements f the current checklist (sectin text, questin number, questin text, respnse text, insert values). Sectin Text This selectin will limit yur query results t the current checklist's sectin text, which includes the titles f each sectin. Questin Number This selectin will limit yur query results t the current checklist's questin numbers. Yu will need t use numerical frmat in the search field. Questin Text This selectin will limit yur query results t the current checklist's questin text. Respnse Text This selectin will limit yur query results t the current checklist's respnse text. Insert Values This selectin will limit yur query results t the current checklist's insert values under a respnse selectin. Search Type Yu can indicate whether the results cntain r start with yur search text using the "Type" ptins. This field will be defaulted t "Cntained" when the Search Optins bx is initially pened. Cntained The search will find all instances f the entered search text fr the defined search criteria. Starts With The search will find nly thse instances where the entered search text is at the beginning f the fund results. Fr example, if yu typed Cntributins in the Find What field, the search will nly find thse instances where the wrd cntributins is nt preceded by anther character r space. 8

9 Search Filter The Search Optins bx allws yu t filter yur results by "Whle Wrd Only" r "Match Case". Whle Wrd Only Make this selectin if yu wuld like t limit yur results t instances in which the entire key wrd(s) r phrase is fund. Match Case Make this selectin if yu wuld like t limit yur results t instances in which each character f the search text has the same casing as that f the fund text. 9. Checklist Review The Checklist Review feature can be accessed by selecting the Review Checklist buttn n the tlbar r autmatically via the Submit actin. This feature will identify any unanswered required questins, pssible advisry items and data frmatting errrs that may exist within yur checklist. Unanswered Questins Figure 9 This feature will reprt any unanswered questins in the current checklist. Yu can chse t review and/r print the reprt frm this screen. Nte that each checklist respnse is displayed as a hyperlink. Click the hyperlink t display the selected questin in the Questin Pane. An unanswered questin is any questin that meets the fllwing criteria: An enabled single-select questin that has nt been answered. An enabled multi-select questin that has nt been visited r visited and nt answered. An enabled insert nly field that has been flagged as requiring an answer. Figure 10 9

10 Advisry Items This feature will reprt any advisry warnings (frmerly knwn as Validatin Warnings) that are applicable t the current checklist. Advisry warnings can best be described as pre-defined pssible user errrs r items wrthy f review in yur checklist. Frm the Checklist Advisries dialg bx, yu can chse t review and/r print the Advisry reprt utput. Nte that each checklist respnse is displayed as a hyperlink. Click the hyperlink t display the selected questin in the Questin Pane. Click the Refresh buttn t update the list at any time. Data Frmat Errrs Figure 11 Certain checklist fields have been prgrammed with validatin lgic t ensure prper data frmatting. In all cases, these fields will be validated at the time yu answer (and navigate away frm) the assciated questin. If a data frmat errr is fund, yu will be presented with an errr message at that time. Hwever, in sme cases data may be applied t the checklist externally, such as via the Data Imprt prcess. The data frmat errr feature f the Checklist Review functin is intended t catch any invalid frmats that may have been entered int certain designated fields in such a manner. Sme examples f data frmat errrs may include the imprper frmatting f an imprted date value r characters imprted int fields nly intended fr numeric values. Figure 12 10

11 7. Print Optins The Print Optins dialg bx is accessed by selecting the yu t print the current checklist and/r checklist reprts. Print Optins buttn n the tlbar. It allws Figure 13 Print What Functin Print Optins can be run by selecting a single ptin r chsing multiple ptins t print simultaneusly. Multiple ptins can be selected by either the "Select All" ptin n the tp right f the "Print What:" list bx r simply clicking n each ptin. Nte that the "Select All" ptin will tggle t "Deselect All" when all ptins in the list have been selected. A single ptin can be remved frm yur print selectins by clicking n the ptin again. Checklist Use this selectin t view and print the current checklist. NOTE: Chsing this ptin with the Advisry, Exclusin Lgic, and/r Data Frmat Errr Reprt ptins will append the reprts t the end f the checklist print ut utput instead f generating a separate reprt fr each. Checklist Frmatting Optins: NOTE: Frmatting ptins are nly available fr printing a Checklist. Reprts will nt have these ptins available. 11

12 Detailed, All Questins Use this selectin t include all sectin names, questin numbers and text, respnses and insert data. Figure 14 Detailed, Answered Questins Use this selectin t include all sectin names, questin numbers and text, respnses and insert data fr answered questins nly. Figure 15 12

13 Detailed, Unanswered Questins Use this selectin t include all sectin names, questin numbers and text, respnses and insert data fr unanswered questins nly. An unanswered questin is any questin that meets the fllwing criteria: An enabled single-select questin that has nt been answered. An enabled multi-select questin that has nt been visited r visited and nt answered. An enabled insert nly field that has been flagged as requiring an answer. Figure 16 Respnse Only Use this selectin t include all sectin names with questin and respnse numbers fr answered questins nly. Figure 17 13

14 Advisry Reprt Use this selectin t print a reprt cntaining all fund advisry warnings (frmerly knwn as Validatin warnings) fr the current checklist. Figure 18 Exclusin Lgic Reprt Use this selectin t print a reprt cntaining all questins fr which at least ne respnse has been excluded. Figure 19 14

15 Data Frmat Errr Reprt Use this selectin t print a data frmat errr reprt cntaining all questins fr which at least ne data frmat errr has been fund. See the Data Frmat Errrs sectin at the end f this dcument fr further infrmatin. Figure SunGard Trademark Infrmatin: SunGard and the SunGard lg are trademarks r registered trademarks f SunGard Data Systems Inc. r its subsidiaries in the U.S. and ther cuntries. All ther trade names are trademarks r registered trademarks f their respective hlders. 15