This checklist will come in handy when you are preparing to first launch your site on Survey Monkey Apply. You can use the helpful links to access other articles in the help centre which will provide more information on each feature.
In order to ensure that your site has been completely tested, please use the checklist below:
Forms
Form content has been finalized across all programs
Required and optional questions have been marked as such
Branching Logic is working as desired (if applicable)
Piping Variables are working as desired (if applicable)
All calculations using Advanced Expression Piping (AEP) are working as desired (if applicable)
Reviewer forms: scoring is added to choices
Workflow(s)
Titles and descriptions on all tasks are finalized
Stage names and descriptions are finalized
Program settings are complete (Summary and Full Description)
Statuses for each stage are set correctly (if applicable)
Ensure that required and optional tasks are marked correctly
File formats for each upload task has been specified
Visibility settings for applicants/reviewers are correct (if applicable)
Reviewer assignment rules are configured to your needs
Automations are functioning as intended
Program-specific automated emails
Automated movements in the workflow
Site Settings
Site Name, Tagline, Logo, Favicon and Timezone have been added in General Settings
Pages on the Public, Applicant and Reviewer Portals are set up correctly
Site homepage options are set as necessary
Any resources in the Files section are up to date
Eligibility is set up correctly (if applicable)
Custom Fields are functioning as desired (if applicable)
Registration settings are configured
Individual and/or Organizations have the ability to register
Email notifications and email reminders are finalized
Ensure the correct administrator is set as the “Primary Administrator”
Labels are set up correctly (if applicable)
Custom domain set up to replace Apply URL (if applicable)
Custom email address have been added and verified (if applicable)
Pre-Launch
You feel comfortable managing the site
Open and close dates have been set on programs, stages and tasks (where applicable)
You are familiar with How to Launch a Program
Test users have been deleted
Test applications have been archived or deleted