Updated by Emily Kirby

  • Set the “Status” of any data entered at the top right corner of each interview screen.
  • Any data which is intended to be reflected in a document to be generated should be marked as “To be documented.”
  • Once data entry is complete and the information entered has been included in an assembled document, you should set the status to “Completed”. This will cause each field in the active interview screen to be “greyed out”, which will help you avoid any accidental or unintentional overriding of your interview answers.
  • If you subsequently need to change any “greyed out” fields, simply change the status back to “To be documented”

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