@mattgbm might be worth asking around internally and see what’s floating aroudn taht may assist @petew

Hi Russell. No problem, will take a look

Hi @petew. An excel template is what I have used for implementations I have worked on to plan a system before building.

At a high level what I can share are the field names in the excel template I used. By creating 1 tab in a spreadsheet per dataset, created 3 columns in a spreadsheet. These were

– Field Name
– Form Data Type
– Values Required (what the input data should look like it)

If more complex querying and/or form variants need to be used, more detail would be required in a solution design document.

I agree that visio or lucid could be useful if there is a high degree of task tracking/associated project management involved.