Onboarding - offboarding checklist: first the golden rules then the software ..

From Metaware's knowledge center .
Keywords: checklist, in-service form, out-of-service form, online, digital, HR, IT, online form, web form, software form, create digital forms

Clear online checklists save a lot of work afterwards. When successfully creating checklists online, remember the following 10 golden rules:

1. Clear goal
   Make it clear to the user what the purpose of the checklist is and that filling it in is useful. Explain what is expected and what will happen to the checklist . Avoid uselessly completed checklist. And of course gives the checklist a clear title. 
    
2. Relevant and clear questions
   Ask clear, simple questions. One thing at a time and keep the questions in the checklist short and to the point. Hide sections if necessary. The questions are of course relevant to the purpose of the checklist.
    
3. Correct fields
   Apply the correct fields, corresponding to the item to be checked. Mark required fields with an *. Multiple choice questions must be crystal clear. Text boxes should allow enough space. Apply date fields as needed.
    
4. KISS: Keep It Simple and Stupid
   Make the checklist short and to the point. Use context-sensitive fields in the checklist so that the filler only sees the items that apply to him . Think of KISS.
    
5. Preliminary explanation
   Provide the explanation in advance. This prevents incorrect completion of the online checklist. In the explanation, be as concise and clear as possible.
    
6. Flawless
   Checklists must be error-free. To ensure that they are filled in with as little effort as possible and to prevent dropouts. Especially when speed is of the essence.
    
7. Everyday language
   Use everyday language, with only useful information. Short and readable. Avoid jargon. Make it scannable.
    
8. Fight for the square millimeter
   Online checklists are increasingly being completed on mobile devices;  a fight for the square millimeter. Make sure that the online checklist is easy to fill in even with a small input screen. Use a checklist with responsive design. 
    
9. After Sending
   Make it clear to the user what happens to the checklist and HIS data after sending. If necessary, make it clear in the checklist what the workflow is. 
    
10. Test checklist
    It is often unclear what problems the user encounters. Therefore, test the online checklist in advance.

Following the rules the software.
The short video below shows the use of the form management system Infoware as a cloud solution for online checklists and forms. 
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 ...