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Document validation rules may be configured for forms throughout the program. These rules help document authors to easily catch missing and inconsistent information as documents are authored, and increase compliance. Whether validation rules are enforced is controlled with the district-level setting Validate at document completion. When this setting is "On", the following occurs:

  • A Check tab is added to each document, just right of the All tab.
  • As a user authors each document, he or she may visit the Check tab to review any validation rules that have not yet been satisfied. On the left of each unsatisfied rule, the user will find the form > section > field annotated. To the right in red, the user will find the error. As the user revisits and satisfies each rule, the error disappears from the Check tab. Once all validation rules have been satisfied, the following message is shown on the Check tab: "There are currently no issues which will prevent you from completing this document."
  • If a user attempts to mark a document complete while there are unsatisfied validation rules, the action will be prevented and the following message appears: "Document(s) could not be completed - incomplete/invalid information". This indicates the user should return to the Check tab and resolve unsatisfied rules before re-attempting to mark the document complete.
  • Not all forms contain validation rules. If a form does not contain any validation rules, visiting the Check tab will simply display "There are currently no issues which will prevent you from completing this document".

directions_walk STEPS

To turn Validate at document completion on or off:

  1. Visit Settings > District information > Details.
  2. Locate Validation. Select the desired option. The new setting will be autosaved.
  3. Refresh the page, or logout and re-login.

assignment_turned_in TRY IT OUT

  1. Determine whether validation is turned on or of for your district currently. Visit a document to verify the existence (or non-existence) of the Check tab for the given setting.
  2. Change the validation setting (eg turn off or on). Visit a document to verify the existence (or non-existence) of the Check tab given the changed setting.


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