- What makes a good form
The information requirement
- What information do you need to meet your business purpose.
- Error rates on paper forms and why they are so high.
- Finding out what data your organization already holds and uses.
- Relative business value and likely error rates on four typical fields on a form.
Relationships: the users’ reactions to form
- How people react to forms compared to other pages on a web site or in a package of documentation.
- How the relationship changes from box to box as the user works through the form.
- Trust and research on response rates in questionnaires as a basis for thinking about response rates / dropout rates on forms.
- Creating a psychological profile of your users in terms of their views of the form task compared to other aspects of their work or daily lives.
Conversation part 1: questions
- How users answer questions.
- How reading and legibility affects ability to answer questions.
- How to choose the appropriate response spaces
- Understanding the effort required in filling in forms
- How users find the answers for a form
Conversation part 2: topics and flow
- How to split the form up into topics
- How to create a flow across topics
- Progress indicators and summary pages
- Indicating required answers
- Designing validations
- Sorting out the instructions at the start of a form
The appearance of forms: how to make a form look good
- Visual aspects of typography
- Using grids to make the form look orderly
- Chunking – using graphic and other devices to divide the form into manageable areas
- Where to place the prompts relative to the boxes
- Creating a prototype form
- How to do layer checks
- How to adapt usability testing for forms
- Preparing and running a usability test
Learn how to improve forms in three ways:
- Achieve a better fit between users’ needs and business purpose
- Create questions that are easier to answer
- Design forms that look easier to fill in
People who are currently working with forms, surveys or web applications.