Using a Technical Lead and getting sign off for the data capture forms you create

Once you have created a form and have gone through the 10 point check, now you need to test that event form with the Technical lead (e.g. a head Physiotherapist or a head Strength and Conditioning coach) that you are developing the form for.

1. Show them the form one to one on your login. Have a brief run through to check the fields, field names, and the important summary fields etc by entering in test data for a test athlete

1. Show them the form one to one on your login. Have a brief run through to check the fields, field names, and the important summary fields etc by entering in test data for a test athlete

2. Make any preliminary changes to the form fields and properties in the Builder

2. Make any preliminary changes to the form fields and properties in the Builder

3. Set up a login and a role (and then test that ) for the technical lead so they can access that form (and any forms that link to it, or databases that are included in it) and send the login to them with access details

3. Set up a login and a role (and then test that ) for the technical lead so they can access that form (and any forms that link to it, or databases that are included in it) and send the login to them with access details

Set up a login to the site, and ensure their role gives them the correct permissions to the form and to enter data for some test athletes. It is a very good idea to login first using their login details and check that you have got the login details, athletes and permissions correct first before giving it to them

4. Get them to login and enter data as though they were entering for an actual athlete. They must enter a minimum of three entries to get a feel for the data capture, athlete history, sidebar modules.

4. Get them to login and enter data as though they were entering for an actual athlete. They must enter a minimum of three entries to get a feel for the data capture, athlete history, sidebar modules.

Testing often works better if they can test out the form on another colleague who is in their specialty area, or if they enter in data from a real athlete for the test athletes.  

Remember: the form MUST be tested in exactly the same work flow that would occur with an athlete. E.g.  an injury form must be able to be entered, saved and then opened and updated with SOAP notes, dates of return to play and then saved and locked once they are fully recovered. This could take 2-3 months with upwards of 15 soap tables notes. They won't need to take a month to enter the data, but they need to be able to enter in test data across different dates in the form (similar to how they record their data).

5. Get them to document any changes (written or e-mailed) and then update the form accordingly (you can do this with the lead beside you to speed up the process). Then get them to test the form again by entering in new data or updating the existing test data

5. Get them to document any changes (written or e-mailed) and then update the form accordingly (you can do this with the lead beside you to speed up the process). Then get them to test the form again by entering in new data or updating the existing test data

Once they are happy with the form, ask for an e-mail confirming sign off... It is always best practice to have them acknowledge that it is complete at this stage. You can make changes later if needed, but a confirmation helps them see that it is ready as well.

6. After confirmation of the form and data flow, have another session with the technical lead to go over any performance standards, performance alerts or front page reports (e.g. injury reports or actions to compete) that need to be set up

6. After confirmation of the form and data flow, have another session with the technical lead to go over any performance standards, performance alerts or front page reports (e.g. injury reports or actions to compete) that need to be set up

7. Now set up access to that form for other users on the system who require it by setting up new users and roles, or adding the event form into an existing role that also needs access to this form.

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