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.