Overview
The Donesafe Standard Solution modules utilise hidden main form questions to enable/disable (toggle) various features using the ‘default response’ setting. In each module, on the main form, this will be easily identifiable by the Red and Bold display text as shown below.
Each toggle should be reviewed alongside the client’s sales contract and requirements to determine the necessary setup.
Note: The Standard Document Management modules do not have any currently required toggles.
Install Checklist
Step | Applicable to | Process | Sub Process | Status |
1 | All | Initial Setup | Schema or Bundle Copy to client site | ☐ |
2 | Schema Copy | Initial Setup | Hide any modules that the client has not purchased/is not using. | ☐ |
5 | All | Module Setup | Review tab section overrides and determine if the admin role should be added to visibility. | ☐ |
7 | Bundle Copy | Role Setup | Map module Role Profiles to system roles if the client is adding additional roles. | ☐ |
8 | All | Classifications / Categories (optional) | Create some test records in the Classifications / Categories module. Suggested options are: FAQs, How to Guides, Internal Process Guides, Training Material, Other. | ☐ |
9 | All | Customisation | Complete any field customisation as indicated in the client’s returned module workbook. | ☐ |
10 | All | Customisation | Complete any notification customisation as indicated in the client’s returned module workbook. | ☐ |