Mobile Checklist/Interview Guide

The Mobile Checklist/Interview Guide Tool is a series of mobile optimized checklists and client interview guides for legal advocates.The system allows for information provided by either admins or users to update dynamically on both the mobile site and desktop site.

You can find information here on: 

Posting a Checklist and/or Client Interview Guide

You will first need to verify that the tool is enabled on your site and that appropriate admins have been given permissions to administer the tool via their Join Form Admin Permissions section. Please contact support@probono.net for configuration questions. Please consider adapting a guide or checklist provided to the network by one of your community members via the shared content tool. You can inquire with PBN staff for more details. 

Anatomy of Checklist and/or Client Interview Guide

When setting up a Checklist and/or a Client Interview Guide, first you will need to add a Collection. Collections can be thought of as a type of Checklist and/or Guide. For example, you could create a Housing Law or Domestic Violence Collection that renders collections as areas of law.  You can then assign a Guide or Checklist to a Collection.

Then, you can create different sections for each Guide or Checklist that is created. Sections can be nested within each other and can be thought of as the individual bullet points in the outline of a guide or checklist.

Adding a Collection

To add a collection, go to the “Add a Collection” button in the upper right after signing in with admin permissions  and select “Add a Collection”.  You will then be taken to the “Add a Collection” form. You will need to complete the following information:

  • General Information
    This information will be seen by the end-user.
    • Name
    • Description
  • Settings
    This information will not be seen by the end-user.
    • Status
      To publish a resource to end users, you must select “Approved,” otherwise it will remain in the Admin Inbox under Awaiting Approval. Deleted places the resource in the Admin Inbox under “Deleted” items.
    • Mark this content as a priority item
       This field does not currently tie into any functionality for this tool
  • Access Restrictions
    Select who will see a Library resource by choosing from the options listed.
    • No Restriction
      If your Mobile Tool is password-protected--meaning only logged in site members can see its content-a resource marked No Restriction will still be hidden from public users because they will not be able to access the Mobile Tool page in the first place.
    • Restricted to Members of this Site
       Only logged-in members of the site will see the item. Even if this item is published on a public page, it will only display to logged-in members.
    • Allow access by these members
      Only the user type(s) you select from this list will see the event. To select more than one, hold down the CTRL key on your keyboard as you click.
  • Area topics
    Resources may be tagged at the Topic and Subtopic level. Take these steps to assign topics:
    • Topic
      Select a topic from the drop down list and either it will appear in the box below labeled Available Topics/Subtopics, or its Subtopic(s) will appear in that box.
    •  Available Topics/Subtopics 
      Highlight the topic or appropriate subtopic in this second box and click the down arrow below the box to move it down. Note how the item appears in the 3rd box labeled Assigned.
    • Assigned
      Whatever appears in this box is what you're choosing to tag your Library resource with. To remove an assigned topic, highlight it and either double-click, or hit the UP arrow above the box.

Click Submit to post the resource.

  • TIP: If you do not see the item you just submitted it's more than likely that the Status was not set to Approved. Look for it in your Admin Inbox > Awaiting Approval. If your item is there, click its title to open it. Scroll down to the Status box. Choose Approved. Then click Submit.
Adding a Guide/Checklist

To Add a Guide/Checklist, you will follow steps and complete a form very similar to Adding a Collection (see above for more reference). 

To add a collection, go to the “Add a Guide/checklist” button in the upper right after signing in with admin permissions  and select “Add Guide/checklist”.  You will then be taken to the “Add a Guide/Checklist” form. You will need to complete the following information:

  • General Information
    This information will be seen by the end-user.
    • Name
    • Description
    • Type
      Select Guide or Checklist. The option you select will determine the layout of the content and certain functionality. Checklists will enable functionality to check-off tasks and (store that information). Guides can be arranged in outline format as prompts for interviewing clients.
  • Collection Assignment
    Assign to a collection you have created. See the section above on collections for any questions.
  • Settings
    Please refer to the section on Settings above.
  • Status
    Please refer to the section on Status above.
  • Access Restrictions
  • Please refer to the section on Access Restrictions above. 
  • Topic
    Please refer to the section on Topics above. 

Click Submit to post the Guide/Checklist.

Adding a Section

To Add a Section, you will follow steps and complete a form very similar to Adding a Collection (see above for more reference).

To add a collection, go to the “Add section” button in the upper right after signing in with admin permissions  and select “Add a section”.  You will then be taken to the “Add a section” form. You will need to complete the following information:

  • General Information
    This information will be seen by the end-user.
    • Name
      This is where you enter the content of section (checklist item or Interview Guide outline bullet point)
    • Description
      You can enter any additional details here.
    • Parent
      This is where you can assign or nest a section item. 

Click Submit to post the Guide/Checklist.

One this is completed, you will be able to view your Guide/Checklist as completed. Users will then be able to view the information and "check-off" checklist items or refer to Interview Guide sections in helping their clients. 

Customizing Application Settings

To customize the guide settings, navigate to "Settings" in the upper right hand corner and complete the following fields:

  • Settings
    • Page Title 
      Enter in the title for your Guides/Checklists page
    • Navigation Text
      Enter in text for how you want your Guides/Checklist page to appear on your site. 
  • Ordering
    Select the order that Collections appear on the Guides/Checklist page. 

When this is completed, users will be able to access your completed guides and checklists on one page on your site as well as via a mobile optimized page. 

Managing Checklists and/or Client Interview Guides

To approve or delete checklists/guides or collections, navigate to the Admin Inbox and follow the prompts to approve or delete a checklist or guide. This will also allow you to see a comprehensive view of the guides/checklists listed on your site.

You may also edit individual collections, guides/checklists or sections via the tool itself. Simply click on the small edit icon in the upper right when signed in as an admin when viewing any collection, guide/checklist or section.

To view data on Guides/Checklists, such as page views and more, be sure to visit your Site Reports