Form Reference Guides and Checklists – IMITS

To see information about the full end-to-end flow of a form request, see Form Development Change Request Workflow, which is to be used in tandem with the general Profile EMR Workflow Guide.
For the definitions of Simple Form (SF) and Complex Form, and an outline of when/which downloadable checklist are needed, visit the Form Development Change Request Workflow article.
To get a general understanding of how to use the form editor, view the Form Development Editing Guide.
For specifically renaming, deleting or moving forms, read the Rename/Delete/Move Form Workflow article.

Below are reference guides and checklists to be used throughout a form's development life cycle.

Simple Form Request - Analyst Checklist,xlsx (last updated: UNKNOWN)
- Can be used to gather information from the requester, to help build the SF
Complex Form Checklist.xlsx
- A template should already be included in the work item folder as it is auto-copied during work item folder generation
- This should be used during analysis phase and will act as additional analysis considerations, on top of the reqs & specs document. It will well as be used during the Testing Phase when a third-party tester will use it as a testing checklist.

Click below to download a copy.