OPUS Best Practice Model for Checklists

This best practice guide outlines the OPUS Best Practice Model for creating and maintaining checklists, ensuring consistency, readability, and effective data usage for dashboard development.

Key Principles

1. Consistency:
   • Ensure all question references follow a uniform format to facilitate ease of use and development.
   • Maintain consistent terminology throughout the checklist.
2. Readability:
   • Use clear and concise references to make it easy to understand and distinguish sections and questions.
   • Avoid duplicates and overlaps in question references.

Formatting Guidelines

1. System References:
   • Follow the system reference document as specified in the system reference document.
2. Question References:
   • Structure the reference to include the section and question name in full words.
   • Use "_" to join words in section and question names.
   • Example: For Section="Employee" and Question="Enter first name of employee":
   • Question Reference = "employee_firstname"
3. Lowercase Usage:
   • Use lowercase for all question references except for system references.
4. Multiple Subsections:
   • When a section includes multiple subsections, the question reference should contain both the section and subsection names separated by "_".
   • Example: For Section="Employee", Sub Section="Address", Question="Enter street Address":
   • employee_address_street
5. Avoid Special Characters:
   • Do not use ",", ".", "/", or other special characters in question references.
6. Comments, Scores, & Alerts:
   • Place (Comments, Score, Alerts) in brackets after the question reference.
   • Example: For Section="Employee", Question="Enter first name of employee", with a score:
   • employee_firstname (Score)

Example Checklist

Section: Employee

1. Enter first name of employee:employee_firstname
2. Enter last name of employee:employee_lastname
3. Enter employee ID:employee_id

Section: Employee, Subsection: Address

1. Enter street address:employee_address_street
2. Enter city:employee_address_city
3. Enter postal code:employee_address_postal_code

Comments, Scores, Alerts Example

1. Enter first name of employee:employee_firstname (Comments)

By adhering to these best practices, you will create clear, consistent, and easily manageable checklists that support efficient data collection and analysis within the OPUS system.