Overview
The Donesafe Standard Solution modules makes use of hidden main form questions to enable/disable (toggle) various features utilising 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 Checklist 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 which the client has not purchased/is not using | ☐ |
3 | All | Module Setup | Import any checklists selected by the client. Checklist import files are found here: Checklist Imports. Please Download and Unzip the files before importing. | ☐ |
4 | All | Module Setup | Review tab section overrides and determine if admin role should be added to visibility | ☐ |
5 | All | Module Setup | Review Workflow path restrictions and add Admin user collection to the restrictions | ☐ |
6 | Bundle Copy | Role Setup | Map module Role Profiles to system roles | ☐ |
7 | All | Customisation | Complete any field customisation as indicated in the clients returned module workbook | ☐ |
8 | All | Customisation | Complete any notification customisation as indicated in the clients returned module workbook | ☐ |
9 | All | Module Setup | Review all main form toggles and ensure they are all set to hidden | ☐ |