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Request document integration - CFMWS

Hexfit offers document integration services to digitize your current tools. Here is the guide of best practices to submit your document creation request to us.

Samuel avatar
Written by Samuel
Updated yesterday

After reading this article, please send your request by CLICKING HERE.


Document Format

A document can have different formats.

It can be completed by a coach in the context of an evaluation sheet, a fitness assessment, a series of physical tests or a complete and structured note sheet.

A document can also be completed by the client, using the mobile app, in the context of questionnaires. These forms can be sent spontaneously manually or regularly and automatically.


Template

To reproduce your document, we will need a template. It can be in one of the following formats:

  • Excel/Sheets (Recommended)

  • Word/Google Doc

  • Google Forms

  • Other freely accessible files

📖 🚫 Rejected documents

Templates in image format that do not allow text to be copied and pasted will be rejected.

*PDF files that do not allow text to be copied and pasted.


Content

Here is the information we will need to recreate your document in Hexfit format:

💡We are not experts in your content. The clearer the request, the more effective we can be and offer a solution that meets your expectations.

  1. Name of the document to be created

  2. Who should it be shared with?

    • Your entire company? A specific branch?

    • Should your customers be able to fill it out?

    • Should they have access to the completed version?

    • Should the document be available only to you?

  3. If there are formulas included in the document, make sure they are accessible and understandable for reproduction.

  4. If there are buttons to add, specify the type in the appropriate place in the document

    • Short text field

    • Long text field

    • Number

    • Linear scale

    • Drop-down menu

    • Data (enter the name it should have and the category it should be in)

Here is an example of a detailed file:

💡 File or document?

If your file only contains information to be sent to the client (no questions or items to be recorded), it is not a document.

Instead, you should share this item in the “Cloud storage” section.


Visibility

The default visibility of the document will allow you and your colleagues from the same base as you, to complete the document. Once completed, the document will be visible to you, your colleagues, and your client.

If you want the visibility of the document to be different, simply mention it in the document creation request form.

The visibility level "Me and my colleagues" will always be limited to the people from you base. If you want a document available on a National level, please reach out to your manager.


Datas and formulas

A document allows for the entry of data such as weight, weekly step count, vertical jump height, or any other data. Whether it already exists in Hexfit or is a new data that you want to create.

If the goal is to generate graphs or track the progression of this data over time, it is important to provide us with the information to configure the document properly.

Documents also allow for automatic calculations such as body fat percentage based on skinfold measurements, 1RM for an exercise, VO2Max, or any other score that you would like to calculate automatically. Again, the information must be clear for our team to implement your requests.

Data can be saved in different formats. It can be a data field where the client manually enters the data or a linear scale (slider) that allows for more visual input.


Guidelines

  • We are not experts in your field. We do not need to understand the content of your document. We only need to transcribe the information into Hexfit format. Be as clear as possible.

  • The document must be in letter format (vertical) to be compatible with a phone. If it is in landscape format (horizontal), we will have to make major adjustments to the layout.

  • Provide us with all the necessary information.

  • Send us the final document. We should not be involved in your internal decision-making process.


Revision requests

  • Revision requests must be clear and supported by screenshots of the document.


Modifying an existing document in Hexfit

You can ask a Hexpert to clone a document or assessment that is already available in Hexfit. This allows you to modify it from your account.

For more information, contact us via chat or email.


More information

To see what is possible, you can view all the documents and assessments already available in the “interventions” section of the client file.

More information available here.


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