Relius Documents ASP Checklist Entry , select option 2

Transcription

1 Relius Documents ASP Checklist Entry , select option 2

2 Table of Contents Overview...3 Question and Answer...4 View Commentary & View Exclusion Logic...5 Tree View...7 Toolbar...8 Checklist Review Print Options Contact us

3 Overview Checklist Entry is the main data entry interface for the Relius Documents ASP system. The data that is collected within this program is used primarily to build documents, but it can also be used to feed external systems for purposes other than document generation. This guide will provide details regarding the general functionality of the Checklist Entry program and the ways in which users can navigate through a standard data entry session 3

4 Question and Answer Data is entered within the Checklist Entry program via a question and answer format. All questions are displayed within what will hereto be referred to as the Question pane. Figure 1 There are three different types of questions that can be displayed within the Question Pane: Single-select available responses will be represented by a radio button. Multi-select available responses will be represented by a checkbox. Insert Only available responses will be represented by a text box. There are four different ways in which questions can be answered: Mouse-click position the cursor within the radio button or checkbox corresponding to the answer you wish to select and click to make the selections. In the case of a text box, click within the text box and type in the desired text. Click on the response again to deselect the answer. Any sub-selections that are tied to the deselected response will also be removed. Tab and spacebar use the tab key to place focus on the desired response and press the spacebar to select the corresponding radio button or checkbox. You may also use the tab key to place focus within a text box. To deselect an answer, place focus on the response and press the spacebar. Any sub-selections that are tied to the deselected response will also be removed. When using this selection method to answer singleselect question types, the system will automatically bring you to the next enabled question in the checklist. For any other question type, press the Enter key to proceed to the next enabled question in the checklist. 4

5 Letter and number keys you can select radio buttons and checkboxes for the current question in focus by pressing the letter or number key corresponding to the desired response. For example, when viewing question 1.1 with available responses of w and x, you can select the x response by pressing the X key on your keyboard. View Commentary & View Exclusion Logic Checklist Entry is equipped with a feature that allows you to view any pre-defined commentary or exclusion logic that may be associated with a particular question. Commentary can be defined as additional information that may help you answer the current question being viewed. Exclusion logic can be defined as the combination of checklist answers (or non-answers) that will disable responses for the current question being viewed. When either of these options are available, a button will be provided in the bottom right of the group box for the current question being viewed. Figure 2 5

6 View Commentary use this button to see the commentary that has been associated with the current question. Commentary is displayed within the Question Commentary dialog box. Question Commentary dialog box this dialog box contains commentary that has been associated with the current question. You can review or print the commentary from this box. Figure 3 View Exclusion Logic (if a response is disabled) use this button to see what checklist selections are causing one or more responses to be disabled within the current question. The logic is displayed within the Exclusion Logic dialog box. 6

7 View Exclusion Logic (if a response can be disabled) use this button to see what checklist selections will cause one or more responses to be disabled within the current question. The logic is displayed within the Exclusion Logic dialog box. Exclusion Logic dialog box the Exclusion Logic dialog box is displayed when the View exclusion Logic button is clicked. This box displays the specific checklist selections are causing, or will cause, one or more responses to be disabled within the current question. Note that each response is displayed as a hyperlink within the dialog box. You can click the hyperlink to bring focus to the selected question within the Question Pane. Figure 4 Tree View The tree view allows you to see every section of the current checklist and the questions contained therein. It also displays indicators as to which sections and questions in the checklist have been completed and provides you with the ability to navigate directly to specific questions. Figure 5 7

8 Show/Hid Tree View the tree view will be displayed by default each time a checklist is opened. The tree view may be hidden and re-displayed by clicking the Show/Hide Tree View icon on the toolbar. Expanding/Contracting Individual Sections a section can be expanded or contracted by clicking the arrow next to the section you wish to expand or contract. A right arrow will indicate that the line section is contracted. A down arrow will indicate that the section is fully expanded Incomplete Icon an incomplete icon will be displayed next to each unanswered question as well as each section that contains at least one unanswered questions. An unanswered question is any question that meets the following criteria: An enabled single-select question that has not been answered An enabled multi-select question that has not been visited or visited and not answered. An enabled insert only field that has been flagged as requiring an answer. Complete Icon a complete icon will be displayed next to each answered question as well as each section that contains no unanswered questions. Toolbar The toolbar provides buttons that serve various purposes within the checklist entry process Figure 6 Buttons and Functions Go to Previous Section use this button to go to the first question in the section that precedes the current section of the checklist you are viewing. Go to Previous Question use this button to go to the question that precedes the current question of the checklist you are viewing. Go to Next Question use this button to go to the question that follows the current question of the checklist you are viewing. Go to the Next Section use this button to go to the first question in the section that follows the current section of the checklist you are viewing. 8

9 Save Checklist use this button to save the answers of the current checklist and continue working. If you have not yet named your project, a message will pop up requesting you to name your project. The project name can have a maximum of 32 characters and can only contain alphanumeric characters, space, dash, underscore, single quote, period, or comma Document Preview use this button to preview any document that is capable of being generated from the current checklist. The system will generate the document you choose to preview based on the current set of checklist answers and display the document as a PDF file in a separate browser window. The preview document will be an exact representation of what will be generated when your checklist answers are submitted for document generation. Note that all preview documents will feature a watermark that is intended to denote that the document is to be used for preview purposes only. Doc Editor use this button to modify any document that is capable of being generated from the current checklist within the Doc Editor feature. The system will generate the document you choose to modify based on the current set of checklist answers and display the document within a specialized version of Microsoft Word. The generated document will be an exact representation of what will be output from the system when your checklist answers are submitted for document generation (see next button). Note that this toolbar button will only be enabled when your system administrator has granted you rights to the Doc Editor feature. In addition, use of the Doc Editor requires that you own your own licensed version of Microsoft Word 2010, 2013, or 2016 to be installed on the current workstation. For more information regarding the Doc Editor feature, consult the quick start guide provided on the Relius support site at and via the Help button within the Doc Editor itself. Submit Checklist Answers use this button to save the answers of the current checklist and submit them for document generation. As part of the submission process, the system will perform a review of your checklist answers to ensure completeness and accuracy. The results of the review are displayed in the Checklist Review dialog box (see the Checklist Review section of this document for further details.) Print Options use this button to display your options for printing the current checklist and other associated reports within the Print Options dialog box (see the Print Options section of this document for further details). Show/Hide Tree View use this button to show and hide the Tree View. Review Checklist use this button to perform a review of your checklist for completion and accuracy. The checklist review feature will identify any unanswered required questions, possible advisory items and data formatting errors that may exist within your checklist. The results of the checklist review are displayed in the Checklist Review dialog box (see the Checklist Review section of this document for further details). 9

10 Close Checklist use this button to close the current checklist. If you have not save the work you have performed in the current session, the system will provide you with the option to do so prior to exiting from the checklist. Note that if you close the checklist by any other ways, such as closing your browser, the system will still think you are in the checklist and keep the checklist locked. You will have to unlock the checklist before you can go back in. Help use this button to view the Checklist Entry Quick Start Guide. Checklist Review The Checklist Review feature can be accessed by selecting the Review Checklist button on the toolbar or automatically via the Submit action. This feature will identify any unanswered required questions, possible advisory items, and data formatting errors that may exist within your checklist. Figure 7 Unanswered Questions This feature will report any unanswered questions in the current checklist. You can choose to review and/or print the report from this screen. Note that each checklist response is displayed as a hyperlink. Click the hyperlink to display the selected question in the Question Pane. An unanswered question is any question that meets the following criteria: An enabled single-select question that has not been answered. An enabled multi-select question that has not been visited or visited and not answered. An enabled insert only field that has been flagged as requiring an answer. 10

11 Figure 8 Advisory Items This feature will report any advisory warning (formerly known as Validation Warnings) that are applicable to the current checklist. Advisory warnings can best be described as pre-defined possible user errors or items worthy of review in your checklist. From the Checklist Advisories dialog box, you can choose to review and/or print the Advisory report output. Note that each checklist response is displayed as a hyperlink. Click the hyperlink to display the selected question in the Question Pane. Click the Refresh button to update the list at any time. Figure 9 11

12 Data Format Errors Certain checklist fields have been programmed with validation logic to ensure proper data formatting. In all cases, these fields will be validated at the time your answer (and navigate away from) the associated question. If a data format error is found, you will be presented with an error message at that time. However, in some cases data may be applied to the checklist externally, such as via the Data Import process. The data format error feature of the Checklist Review function is intended to catch any invalid formats that may have been entered into certain designated fields in such as manner. Some examples of data format errors may include the improper formatting of an imported date value or character imported into fields only intended for numeric values. Figure 10 Figure 11 12

13 Print Options The Print Options dialog box is accessed by selecting the to print the current checklist and/or checklist reports. Print Options button on the toolbar. It allows you Figure 12 Print What Print options can be run by selecting a single option or choosing multiple options to print simultaneously. Multiple options can be selected by either the Select All option on the top right of the Print What list box or simply clicking on each option. Note that the Select All option will toggle to Deselect All when all options in the list have been selected. A single option can be removed from your print selections by clicking on the option again. Checklist use this selection to view and print the current checklist. NOTE: choosing this option with the other report options, it will append the reports to the end of the checklist print out output instead of generating a separate report for each. Advisory Report use this selection to print a report containing all found advisory warnings (formerly known as Validation warnings) for the current checklist. 13

14 Exclusion Logic Report use this selection to print a report containing all questions for which at least one response has been excluded Data Format Error Report use this selection to print a data format error report containing all questions for which at least one data format error has been found. Doc Edit Summary use this select to print a summary of all the doc edits that have been done it any of the documents for this project. Checklist Format Checklist Format options are only available for printing a Checklist. The other reports will not have these options available. Detailed, All Questions use this selection to include all section names, question numbers and text, responses, and insert data Detailed, Answered Questions use this selection to include all section names, question numbers and text, responses, and insert data for answered questions only. Detailed, Unanswered Questions use this selection to include all section names, questions numbers and text, responses, and insert data for unanswered questions only. An unanswered question is any question that meets the following criteria: An enabled single-select question that has not been answered. An enabled multi-select question that has not been visited or visited and not answered. An enabled insert only field that has been flagged as requiring an answer. Response Only use this selection to include all section names with question and response numbers for answered questions only. 14

15 Contact us If you have any questions about prices, fees, or invoices, please contact our FIS Relius Client Services department at , select option 6. If you have any legal questions about what to select in the checklist or language in the documents, please call , select option 4 and a FIS Relius Representative will create an incident for you to submit to our legal team. For any product questions, issues, or how to, please contact our FIS Relius Documents Product Support department at , select option 2. You can also submit an incident from our support site at and click Incidents from the right. You will receive an incident number and a FIS Relius Representative will contact you via or phone FIS and/or its subsidiaries. All Rights Reserved.