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Re: Fillable form/checklist - what to call it?

Subject: Re: Fillable form/checklist - what to call it?
From: "Peter Neilson" <neilson -at- windstream -dot- net>
To: techwr-l -at- lists -dot- techwr-l -dot- com
Date: Thu, 31 May 2018 18:53:11 -0400

I'd call it a checklist. At the top would be a headline instruction, "Before you start..."

Next there would be one or two sentences explaining what to do and why. The items in the list could be a combination of checkboxes and blanks to fill in. Some of them could indicate that they'll need to be deferred until further information arrives. A partially filled-in list could then become an action item for some other person.

On Thu, 31 May 2018 18:39:51 -0400, Charlotte Branth Claussen <charlotteclaussen -at- gmail -dot- com> wrote:

Hi All,

I wanted to make a cheat sheet or checklist to help administrators of our
product get everything ready and gather all relevant information.

I am contemplating a fillable form/cheat sheet/check list. Some items in
the "list" are pure check list items, such as "check that your VM
environment meets the requirements <link to requirements>".
Others are input fields where you can fill in the relevant details before
you then check the item done.
The idea of doing it this way is that an administrator who needs to e.g.
get an LDAP administrator to add groups and provide LDAP server info can
just forward the form and ask the LDAP administrator to make the relevant
preparations and fill in the corresponding information.

What would you call such a digital "before you start" document?
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References:
Fillable form/checklist - what to call it?: From: Charlotte Branth Claussen

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