This checklist includes some recommended best practices for admin users to reference when building and testing a new Application in Risk Cloud. 

Review All Steps: Fields & Sections

Field Configuration

  • Review each Step to make sure the appropriate Fields are displayed – you can check the available Fields section on the right to see if there are any Fields that aren’t displayed that should be
  • If you’ve added any new Fields while building, make sure they have been added in all applicable Steps
  • Make sure all Fields have the appropriate settings for that Step in the Application (read-only, enabled, required)

Specific Field Settings

  • Text Fields: add data validations where applicable (e.g., phone number, email address)
  • Text Area Fields: make sure rich-text is enabled, if desired
  • E-Signature Fields: make sure you’ve specified at least one Signing Reason
  • Checkbox, Multi Select, Radio, and Select Fields: make sure you’ve specified the appropriate Select Values and designated Numeric Values (if applicable)
  • User Fields: make sure you’ve mapped at least one User or Role
  • Calculation Fields: make sure the appropriate Fields are being referenced (if applicable)
  • If any of the Fields that are referenced in a calculation are in a conditional section, make sure that they have an appropriate default value specified in the case where the condition is not triggered
  • Multiple Field types: Make sure default values are defined where appropriate
  • If some Records were created before default values were finalized, they will need to be manually updated if you want the default value applied
  • Add tool tips where needed

Instructions in Text Area Fields & Rich Text Context Sections

  • Add instructions to Text Area Fields or Rich Text Content Sections with default text to each Steps, as needed
  • If some Records were created before default text is finalized, make sure to manually update those Records to display the correct instructions text
  • If instructions in Text Areas or Rich Text Content Sections include links to other references that you want to open up in a new tab (instead of redirecting the user away from Risk Cloud), make sure that the URL HTML says target=”_blank”

Sections

  • If you’ve made changes to any Section or Subsection header labels, make sure those changes have been propagated throughout all Steps where applicable
  • Check to make sure that Sections are set to be initially expanded or collapsed as desired (all Sections will be set to expanded by default)

Conditional Form Logic

  • If using Conditions on Sections or Subsections, make sure they are enabled
  • If there are multiple Conditions on a Section or Subsection, make sure they are listed in the correct order (Conditions are executed in order from first to last)

Review All Steps: Paths & Assignee Options

Paths

  • Make sure the correct Default Path is designated
  • Make sure the appropriate Conditional Edge Paths have been added and they are listed in the correct order (Conditions are executed in order from first to last)
  • Add Selected Redirects where needed (common to add redirects to End Steps in case an item needs to be reopened)

Assignee Options

  • Ensure assignee selection is enabled on paths when needed (app user assignee or external email assignee)
  • Add Assignee Rules if applicable User Fields are used

Review All Steps: Workflow Link Sections

Workflow Link Sections

  • Ensure Workflow Link sections have a custom Layout selected
  • If Searchable is enabled, make sure the Search Step is correct
  • If Creatable is enabled:
  • Make sure Auto-Start is also enabled (recommended)
  • Make sure the Origin Step is correct
  • Change section header to say “Click "CREATE NEW [OBJECT NAME]" below to add/initiate a [object]:” (recommended)

Jobs

Jobs

  • Review each possible path in the Workflow and make sure there is a Job associated with it if you want a notification to be sent (these will all likely be Moved Trigger Jobs)
  • If there are any points in the Application where work may be re-assigned and you want a notification to be sent upon re-assignment, make sure to create the appropriate Assigned trigger Jobs
  • Create Due Date Trigger Jobs if you want Due Date reminders to be sent

Jobs Configuration

  • If any Jobs should only be triggered based on certain conditions, make sure the appropriate conditions have been added
  • In the Messages tab:
  • Make sure the appropriate recipients are designated
  • If you want Field results to be displayed, make sure the checkbox is checked and that you have selected a custom Layout

Layouts

Layouts

  • Create Work Queue Layouts and make sure they are specified as 'Use for Work Queue'
  • Create other Layouts contextualized for Workflow Links, Jobs, and Relationship Reports, as needed
  • For all Layouts:
  • Should typically have at least one Linked Field (for Work Queue layouts especially)
  • Designate “Sort By” Field if needed
  • Change header names as needed (e.g. “Record Name” → “Assessment ID”)

Application Builder: Step Access & Settings

Step Entitlements

  • Ensure each Step has at least one Role with Edit access (an Admin role should typically have Edit access in every Step)
  • Review the rest of the Roles and make sure the appropriate ones have been granted Edit or Read-Only access per Step

Step Settings

  • If any Steps should have SLAs, make sure they are enabled
  • For any Workflows that contain Child items, if you only want them to be creatable from a Parent, make sure to toggle off any Origin Steps in the Child Workflow
  • For any Origin steps, if you want them to be available as a public form, make sure the Public setting is enabled
  • Generate a token and make sure the URL is shared with the appropriate people or posted in the appropriate place so that it can be accessed
  • Set up public link expiration dates, if applicable

Application Builder: Workflow Settings

Workflow Settings

  • If User Group access should be enforced, make sure that setting is enabled
  • If User Group access enforced, make sure at least one User Group is required (recommended)
  • Ensure default User Groups are specified
  • If there should be a Workflow SLA, make sure it is enabled
  • Rearrange the Steps in the appropriate order (this impacts the order steps are displayed in the Status Report)
  • Make sure the appropriate Workflow relationships are defined

Access

Roles

  • Make sure the appropriate Roles have been specified based on the various people involved in the Application and their division of responsibilities
  • Make sure each Role has the appropriate Module entitlements and Step Entitlements
  • Make sure the appropriate Users have been added to each Role
  • Determine whether User Group access needs to be enforced (if they want to limit what is shown on a Record-by-Record basis)
  • Make sure the appropriate Users have been added to each User Group
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