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  4. Video 5 of 6 - Testing and Refining Your RTC Form

The 2025 Data Management & Visualization Toolkit

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Video 5 of 6 - Testing and Refining Your RTC Form

Last Updated: 9/02/25

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Testing and Refining Your Right to Counsel (RTC) Form

This session walks you through the critical step of testing your forms from the user’s perspective to catch errors and improve usability. You’ll see how completing a test intake can uncover missed logic paths, incorrect field types, or required questions that aren’t truly required—issues that might not appear in reports alone.

We'll also cover how to refine and lock down your form to prevent unintentional changes, update your data dictionary, and ensure your data is export-ready. With practical tips for validating field behavior and using exports to spot inconsistencies, this session helps you maintain a high standard of data quality.

 

 

Contents

Toolkit chapter traversal links for Video 5 of 6 - Testing and Refining Your RTC Form

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