Install Roughcheck

Guide for new installations

A default Roughcheck installation is secure ensuring your clients' data stays confidential. To be useful outside a narrow default, additional permissions can be added as required.

Successful Roughcheck assessments work best when the workflow is configured to follow your customers interaction with your organisation.

Account only users

Implementation tasks

  • Design an assessment report

Menu items

  • Access: Registered, Roughcheck / Single Check
  • Access: Registered, Roughcheck / Assessments

Security: Roughcheck Permissions

  • Allow Registered Create assessment permission
  • Allow Registered Edit assessment permission
  • Allow Registered Edit own assessment permission
  • Allow Registered Edit state assessment permission
  • Allow Registered Edit assessment with XRef permission

Anonymous one-time users

Typically for a short, single topic, pre-sales question and answer page.

Easing the customer path through various products and service option with a recomendation based on their responses to your questions is an easy way to help customers make better informed choices.

Implementation tasks

  • Design an assessment report to guide users according to their choices and your products and services

Menu items

  • Access: Public, Roughcheck / Single Check

Security: Roughcheck Permissions

  • Allow Public Create assessment permission
  • Allow Public Edit assessment permission
  • Allow Public Edit own assessment permission
  • Allow Public Edit state assessment permission

Anonymous users revisiting previous

Typically for a question and answer session where visitors are likely to return either with more information or after having completed a task.

Also useful in a telesales environment where an assessment is started over the phone and emailed for completion or a report.

Implementation tasks

  • Design an assessment report to guide users according to their choices and your products and services

Menu items

  • Access: Public, Roughcheck / Single Check
  • Access: Public, Roughcheck / Assessment by xref

Security: Roughcheck Permissions

  • Allow Public Create assessment permission
  • Allow Public Edit assessment permission
  • Allow Public Edit own assessment permission
  • Allow Public Edit state assessment permission
  • Allow Public Edit assessment with XRef permission

Fully mixed workflow

Typically where multiple actors are involved or where an anonymous demo is converted into an account user.

Implementation tasks

  • Design an assessment report

Menu items

  • Access: Registered, Roughcheck / Assessments
  • Access: Public, Roughcheck / Single Check
  • Access: Public, Roughcheck / Assessment by xref

Security: Roughcheck Permissions

  • Allow Public Create assessment permission
  • Allow Public Edit assessment permission
  • Allow Public Edit own assessment permission
  • Allow Public Edit state assessment permission
  • Allow Public Edit assessment with XRef permission
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