Describe User Controlled Content Worksheet (R02)

This document serves as a concise specification worksheet for a purpose-built form based on Category Template Form R02. It prompts teams to define the form's overall function, the type of content it submits (R02), the functional behavior it performs (R03), and the user types (R04) authorized to use it. It explicitly notes that the form excludes site-wide navigation and does not conform to R06 templates, signaling a focused, embedded experience, considering the situation of the worksheet and broader web authoring flow.

Project leads can translate these prompts into concrete worksheet options, section options, and control options that align with permission rules and user privileges. At the project level, use the contributors panel to manage contributors and nominated contributors, and the metadata panel and attachments panel to capture mandatory metadata, page metadata, and worksheet attachments mode or standard attachments mode. Status transitions such as marking as complete and reverting to in progress, plus status icons and follow-up notes, support traceability. Permissions should reflect site roles, groups, and users, effective permissions, permission capabilities, asset permissions, and project permissions, enforced via a clear permission dialog.

Teams should model the user-friendly form using appropriate controls and objects: text box, list box, combo box, check box, option button, toggle button, spin button, scroll bar, command button, labels and captions, group box, frame control, image control, and more controls. Document properties, section defaults, and control defaults. If prototyping in Excel workbooks, userforms, and VBA can simulate behavior with form controls or ActiveX controls in design mode, assign macros, data validation, conditional formatting, autofilter, gridlines, embedded charts, and a drawing canvas and drawing objects.

Adopt best practices for accessibility and content: alt text for photographs, illustrations, and diagrams to support screen readers, context-sensitive help, tooltips, instructional text, and help links. Define page layout, pages overview, view tabs, page actions, and page actions ribbon, and a user assistance model suited to the role center with fasttabs and factboxes. For data sources, LIMS data, worksheet references, tokens for parameterization, indexing and searching, worksheet SDC, and ELN policy may inform advanced configuration. Plan publish capability, overwrite capability, save a copy, publish as for web editing, and publish content in locked projects or customizable projects.

Use cases include an internal LIMS data intake form, a marketing content submission form with page actions, and a controlled HR request form for locked projects.

Proposal Kit can help teams assemble documents like this specification with document assembly, automated line-item quoting, an AI Writer to write supporting materials, and an extensive template library, streamlining creation and reuse through save as template, auto name template, and change author.

Beyond the core specification, teams benefit from treating this as a configurable data form managed by a worksheet manager that organizes content panels, detail panels, and a fields panel for a clear authoring flow. Define behavior by user type so each audience sees only relevant inputs and page actions. Use a groups panel to align user privileges and contributors with permission rules at the project level.

Add notes functionality to capture decisions, follow-ups, and audit trails without cluttering the main fields. When prototyping or integrating with workbooks, you can assign macro actions to command buttons to simulate routing or validation and schedule extract refresh to keep references to external data sources current. For accessibility, provide alt text examples and remind contributors to consider the context when adding photographs, illustrations, or diagrams so that screen readers convey intent. This structure improves clarity, reduces rework, and shortens onboarding for new contributors.

Proposal Kit supports this approach by helping teams assemble consistent specifications quickly, using its template library to mirror content panels and detail panels, its AI Writer to write sections and guidance for user type variations, and document assembly to standardize permissions language and contributor instructions. Automated line-item quoting can accompany related estimates, while saving as a template and changing the author streamlines reuse across similar forms.

To strengthen governance, map the form's lifecycle to clear page overview and page layout decisions, then bind them to properties, page metadata, and the context of the worksheet so indexing and searching work reliably. Use a worksheet manager to enforce section defaults and control defaults across content panels and detail panels, keeping the user-friendly form consistent as requirements evolve. For data quality, define data validation and conditional formatting rules tied to fields in the fields panel, and enable autofilter views in workbooks for QA checks prior to web authoring. Pair the user assistance model with role center cues, fasttabs, factboxes, tooltips, and instructional text so each user type gets timely, context-sensitive help without clutter.

Operational rollouts benefit from explicit web editing policies: specify publish capability, overwrite capability, save a copy, and publish as options based on site roles and effective permissions. Where external data sources drive choices, schedule extract refresh, and use tokens for parameterization, so environments remain portable. Align with the ELN policy by enforcing mandatory metadata and worksheet SDC references, and consider the context with alt text examples to improve screen readers. Use notes functionality and follow-up notes to capture decisions, while status icons and status transitions, such as mark as complete or reverted to in progress, signal readiness to reviewers.

Proposal Kit can further streamline this work by assembling standardized guidance for page actions ribbon language, instructional text, and help links, and by generating reusable specifications with save as template, auto name template, and change author. Its template library and AI Writer help teams document and manage contributors' steps across the contributors panel and groups panel, and its document assembly keeps permission language and user privileges and contributors consistent across customizable projects.

Writing the Describe User Controlled Content Worksheet (R02) document

Category Template Used: Form R02. Briefly describe this form’s overall function. What type of content (R02) does this form submit? What type of function (R03) does this form do?

Which users (R04) use this form? This form does not include site-wide navigation elements. This form does not conform to any templates from R06.