Digital form creation: first the golden rules then the software ..
From Metaware's knowledge center .
Keywords: form, digital form, digital forms, web form, software form, create forms, audit form, complaint form, complaint form, incident, complaint, moc - management of change, deviation, workplace inspection
Clear digital forms save a lot of work afterwards. When creating digital forms successfully, remember the following 10 golden rules:
- Clear goal
Make it clear to the user what the purpose of the form is and that filling it in is useful. Explain what is expected and what will happen to the form. Avoid uselessly filled in forms. And of course give the form a clear title.
- Relevant and clear questions
Ask clear, simple questions. One thing at a time and keep the questions in the form short and to the point. The questions are of course relevant to the purpose of the form.
- Correct fields
Apply the appropriate fields to match the demand. Mark required fields with an *. Multiple choice questions must be crystal clear. Text boxes should allow enough space. Apply date fields as needed.
- KISS: Keep It Simple and Stupid
Make the form short and to the point. Use context-sensitive fields in the form so that the filler only sees questions that apply to him . Think of KISS.
- Preliminary explanation
Provide the explanation in advance. This prevents incorrect completion of the digital form. In the explanation, be as concise and clear as possible.
- Faultless
Forms must be error-free. To ensure that they are filled in with as little effort as possible and to prevent dropouts. It often concerns ignorant users, who fill in the digital form for the first time!
- Everyday language
Use everyday language, with only useful information. Short and readable. Avoid jargon. Make it scannable.
- Fight for the square millimeter
Digital forms are increasingly being filled in on mobile devices; a fight for the square millimeter. Make sure that even with a small input screen, the online form is easy to fill in. Use a form with responsive design.
- After Sending
Make it clear to the user what happens to the form and HIS data after it has been submitted. If necessary, make it clear in the form what the workflow is.
- Test forms
It is often unclear what problems the user encounters. Therefore, test the digital form in advance.
Following the rules the software.
This short video shows the use of the complaints management system Infoware as a cloud solution for the digital handling of complaints and deviations.
For a detailed explanation, check out our Infoware product page, the Infoware demo environment or try it NOW (in 60 seconds ..).
And then immediately apply the golden rules ...
[click on image to go to the demo environment ]
