/
Checklist for Newly Set Up Project

Checklist for Newly Set Up Project

Owned by Damith Samarakoon

Ensure your Project Details are Correct

Setup Project Roles

Setup Module Administrators

Setup Form Type Administrators

Setup What Roles can Communicate with Each Other on Your Project (Who Talks to Whom Matrix)

Check Your Form Fields are Correct

Check Your Document Numbering Sequence

Check Who Has Access to Which Forms

Check Form Type Configuration

Related content