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Questions for the basic client requirement understanding

  • The number of users for the app.
  • Device type (Android/ iOS)
  • Access permission for data is required or not?
  • Form/ checklist access permission is required or not?
  • A number of admins & number of app users from total users.
  • PDF report for each submission is required or not?
  • Excel report in any custom format is required or not? (Custom export)
  • QR code integration or simple checklist?
  • Any scheduled tasks are there or manual checklist filling is sufficient.

Questions on the checklist to ask when we get many forms/checklists:
Ask frequency of each form.
Ask employee name and client names will be entered or should come from the system?
For forms that have multiple rows ask when is each row filled?
For each form when it is filled?
Some of them are forms and some are reports? Make sure we are clear about it.

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