***GUIDELINES FOR THE USER'S MANUAL CHECKLIST:***

This checklist is provided as part of the evaluation process for the
User's Manual. The checklist assists designated reviewers in determining
whether specifications meet criteria established in SBA's System
Development Methodology (SDM). The objective of the evaluation is to
determine whether the document complies with SBA development methodology
requirements.

Attached to this document is the DOCUMENT REVIEW CHECKLIST. Its purpose
is to assure that documents achieve the highest standards relative to
format, consistency, completeness, quality, and presentation.

Submissions must include the following three documents, and must be
presented in the following order: (First) Document Review Checklist,
(Second) the User's Manual Checklist, and (Third) the User's Manual.

Document authors are required to complete the two columns indicated as
"AUTHOR X-REFERENCE Page #/Section #" and "AUTHOR COMMENTS" before the
submission. Do NOT complete the last two columns marked as "COMPLY" and
"REVIEWER COMMENTS" since these are for the designated reviewers.

Document reviewers will consult the SBA SDM and the SDM templates when
reviewing the documents and completing the reviewer's portions of this
checklist.

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  AUTHOR REFERENCE (Project Identifier):

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  ***Designated          ***Start   ***Completed   ***Area        ***Comments:***
  Reviewers:***          Date:***   Date:***       Reviewed:***   

  *1:*                                                            

  *2:*                                                            

  *3:*                                                            

  *4:*                                                            

  *Summary Reviewer:*                                             
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  **The User's Manual provides the information necessary for the user to
  effectively use the automated information system.**

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TABLE OF CONTENTS

+-----------------------------------+-----------------------------------+
| # 1.0 General Information         | # 4.0 Using the System (Online)   |
|                                   |                                   |
| ## 1.1 System Overview            | ## \*4.x \[System Function Name\] |
|                                   |                                   |
| ## 1.2 Project References         | ### 4                             |
|                                   | .x.y \[System Sub-Function Name\] |
| ## 1.3 Authorized Use Permission  |                                   |
|                                   | ## 4.2 Special                    |
| ## 1.4 Points of Contact          | Instructions for Error Correction |
|                                   |                                   |
| ### 1.4.1 Information             | ## 4.3 Caveats and Exceptions     |
|                                   |                                   |
| ### 1.4.2 Coordination            | # 5.0 Using the System (Batch)    |
|                                   |                                   |
| ### 1.4.3 Help Desk               | ## \*5.x \[System Function Name\] |
|                                   |                                   |
| ## 1.5 Organization of the Manual | ### 5                             |
|                                   | .x.y \[System Sub-Function Name\] |
| ## 1.6 Terms and Abbreviations    |                                   |
|                                   | ## 5.2 Special                    |
| # 2.0 System Summary              | Instructions for Error Correction |
|                                   |                                   |
| ## 2.1 System Configuration       | ## 5.3 Caveats and Exceptions     |
|                                   |                                   |
| ## 2.2 Data Flows                 | ## 5.4 Inp                        |
|                                   | ut Procedures and Expected Output |
| ## 2.3 User Access Levels         |                                   |
|                                   | # 6.0 Querying                    |
| ## 2.4 Contingencies              |                                   |
|  and Alternate Modes of Operation | ## 6.1 Query Capabilities         |
|                                   |                                   |
| # 3.0 Getting Started             | ## 6.2 Query Procedures           |
|                                   |                                   |
| ## 3.1 Logging On                 | # 7.0 Report                      |
|                                   |                                   |
| ## 3.2 System Menu                | ## 7.1 Report Capabilities        |
|                                   |                                   |
| ###                               | ## 7.2 Report Procedures          |
|  \*3.2.x \[System Function Name\] |                                   |
|                                   | \* Each system function and       |
| ##                                | sub-function should be under a    |
| 3.3 Changing User ID and Password | separate header. Generate new     |
|                                   | sections and subsections as       |
| ## 3.4 Exit System                | necessary for each function from  |
|                                   | 3.2.1 - 3.2.x and 4.1 - 4.x (or   |
|                                   | 5.1 - 5.x), and for each          |
|                                   | sub-function from 4.1.1 - 4.x.y   |
|                                   | (or 5.1.1 - 5.x.y).               |
+-----------------------------------+-----------------------------------+

<table style="width:100%;">
<colgroup>
<col style="width: 3%" />
<col style="width: 34%" />
<col style="width: 12%" />
<col style="width: 0%" />
<col style="width: 19%" />
<col style="width: 0%" />
<col style="width: 0%" />
<col style="width: 5%" />
<col style="width: 5%" />
<col style="width: 18%" />
</colgroup>
<thead>
<tr class="header">
<th colspan="2"></th>
<th colspan="3"><strong>To be completed by Author</strong></th>
<th colspan="5"><strong>To be completed by Reviewer</strong></th>
</tr>
<tr class="odd">
<th colspan="2"><strong>REQUIREMENT</strong></th>
<th colspan="2"><strong>AUTHOR X‑REFERENCE Page #/Section
#</strong></th>
<th colspan="2"><strong>AUTHOR COMMENTS</strong></th>
<th colspan="3"><strong>COMPLY</strong></th>
<th><strong>REVIEWER COMMENTS</strong></th>
</tr>
<tr class="header">
<th colspan="2"></th>
<th colspan="2"></th>
<th colspan="2"></th>
<th colspan="2"><strong>Y</strong></th>
<th><strong>N</strong></th>
<th></th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td colspan="2">1.0 GENERAL INFORMATION</td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>1.1</td>
<td><strong>System Overview:</strong> Explain in general terms the
system and the purpose for which it is intended.</td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>1.2</td>
<td><strong>Project References:</strong> Provide a list of the
references that were used in preparation of this document in order of
importance to the end user.</td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>1.3</td>
<td><strong>Authorized Use</strong> <strong>Permission:</strong> Provide
a warning regarding unauthorized usage of the system and making
unauthorized copies of data, software, reports, and documents, if
applicable.</td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>1.4</td>
<td colspan="9"><strong>Points of Contact:</strong></td>
</tr>
<tr class="even">
<td></td>
<td>1.4.1 <strong>Information:</strong> Provide a list of the points of
organizational contact that may be needed by the document user for
informational and troubleshooting purposes.</td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td>1.4.2 <strong>Coordination:</strong> Provide a list of organizations
that require coordination between the project and its specific support
function.</td>
<td><h5 id="section"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td>1.4.3 <strong>Help Desk:</strong> Provide help desk information
including responsible personnel phone numbers for emergency
assistance</td>
<td><h5 id="section-1"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>1.5</td>
<td><strong>Organization of the Manual:</strong> Provide a list of the
major sections of the User’s Manual (1.0, 2.0, 3.0, etc.) and a brief
description of what is contained in each section.</td>
<td><h5 id="section-2"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>1.6</td>
<td><strong>Terms and Abbreviations:</strong> Provide a list of the
acronyms and abbreviations used in this document and the meaning of
each.</td>
<td><h5 id="section-3"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="7">2.0 SYSTEM SUMMARY</td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>2.1</td>
<td><strong>System Configuration:</strong> Briefly describe and depict
graphically the equipment, communications, and networks used by the
system.</td>
<td><h5 id="section-4"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>2.2</td>
<td><strong>Data Flows:</strong> Briefly describe or depict graphically,
the overall flow of data in the system.</td>
<td><h5 id="section-5"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>2.3</td>
<td><strong>User Access Levels:</strong> Describe the different users
and/or user groups and the restrictions placed on system accessibility
or use for each.</td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>2.4</td>
<td><strong>Contingencies and Alternate Modes of Operation:</strong>
Explain the continuity of operations in the event of emergency,
disaster, or accident. Explain what the effect of degraded performance
will have on the user.</td>
<td><h5 id="section-6"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="2">3.0 GETTING STARTED</td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>3.1</td>
<td><strong>Logging On:</strong> Describe the procedures necessary to
access the system, including how to get a log on ID.</td>
<td><h5 id="section-7"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>3.2</td>
<td colspan="9"><h2 id="system-menu-1"><strong>System
Menu:</strong></h2></td>
</tr>
<tr class="odd">
<td></td>
<td>3.2.x <strong>[System Function Name]:</strong> <em>(Each system
function in this subsection should be under a separate header. Generate
new subsections as necessary for each system function from
3.2.1-3.2.x.)</em> Provide a system function name and identifier here
for reference in the remainder of the subsection. Describe the function
and pathway of the menu item. Provide an average response time to use
the function.</td>
<td><h5 id="section-8"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>3.3</td>
<td><strong>Changing User ID and Password:</strong> Describe how the
user obtains a user ID. Describe the actions a user must take to change
a password.</td>
<td><h5 id="section-9"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>3.4</td>
<td><strong>Exit System:</strong> Describe the actions necessary to
properly exit the system.</td>
<td><h5 id="section-10"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="2">4.0 USING THE SYSTEM (ONLINE): <em>THIS SECTION IS ONLY
USED FOR ONLINE SYSTEMS.</em></td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>4.x</td>
<td><strong>[System Function Name]</strong>: <em>(Each system function
in this section should be under a separate header. Generate new sections
as necessary for each system function from 4.1‑4.x.)</em> Provide a
system function name and identifier here for reference in the remainder
of the subsection. Describe the function in detail and depict
graphically. Include screen captures and descriptive narrative.</td>
<td><h5 id="section-11"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td>4.x.y <strong>[System Sub-Function Name]:</strong> <em>(Each system
sub-function should be under a separate header. Generate new subsections
as necessary for each system sub-function from 4.1.1-4.x.y.</em>) Where
applicable, for each sub-function referenced within a section in 4.x,
describe in detail and depict graphically the sub-function name(s)
referenced.</td>
<td><h5 id="section-12"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>4.2</td>
<td><strong>Special Instructions for Error Correction:</strong> Describe
all recovery and error correction procedures, including error conditions
that may be generated and corrective actions that may need to be
taken.</td>
<td><h5 id="section-13"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>4.3</td>
<td><strong>Caveats and Exceptions:</strong> If there are special
actions the user must take to insure that data is properly saved or that
some other function executes properly, describe those actions here.</td>
<td><h5 id="section-14"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="2">5.0 USING THE SYSTEM (BATCH): <em>THIS SECTION IS ONLY
USED FOR BATCH SYSTEMS</em></td>
<td></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>5.x</td>
<td><strong>[System Function Name]</strong>: <em>(Each system function
in this section should be under a separate header. Generate new sections
as necessary for each system function from 5.1‑5.x.)</em> Provide a
system function name and identifier here for reference in the remainder
of the subsection. Describe the function in detail and depict
graphically. Include screen captures and descriptive narrative.</td>
<td><h5 id="section-15"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td>5.x.y <strong>[System Sub-Function Name]:</strong> (<em>Each system
sub-function should be under a separate header. Generate new subsections
as necessary for each system sub-function from 5.1.1-5.x.y.</em>) Where
applicable, for each sub-function referenced within a section in 5.x,
describe in detail and depict graphically the sub-function name(s)
referenced.</td>
<td><h5 id="section-16"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>5.2</td>
<td><strong>Special Instructions for Error Correction:</strong> Describe
all recovery and error correction procedures, including error conditions
that may be generated and corrective actions that may need to be
taken.</td>
<td><h5 id="section-17"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>5.3</td>
<td><strong>Caveats and Exceptions:</strong> If there are special
actions the user must take to insure that data is properly saved or that
some other function executes properly, describe those actions here.</td>
<td><h5 id="section-18"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>5.4</td>
<td><strong>Input Procedures and Expected Output:</strong> Prepare a
detailed series of instructions (in non technical terms) describing the
procedures the user will need to follow to use the system.</td>
<td><h5 id="section-19"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="7">6.0 QUERYING</td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>6.1</td>
<td><strong>Query Capabilities:</strong> Describe or illustrate the
pre-programmed and ad hoc query capabilities provided by the system.
Include query name or code the user would invoke to execute the
query.</td>
<td><h5 id="section-20"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>6.2</td>
<td><strong>Query Procedures:</strong> Develop detailed descriptions of
the procedures necessary for file query including the parameters of the
query and the sequenced control instructions to extract query requests
from the database.</td>
<td><h5 id="section-21"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="7">7.0 REPORTING</td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>7.1</td>
<td><strong>Report Capabilities:</strong> Describe all reports available
to the end user. If user is creating ad hoc reports with special
formats, please describe here.</td>
<td><h5 id="section-22"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>7.2</td>
<td><strong>Report Procedures:</strong> Provide instructions for
executing and printing the different reports available.</td>
<td><h5 id="section-23"></h5></td>
<td colspan="4"></td>
<td></td>
<td></td>
<td></td>
</tr>
</tbody>
</table>