September 11, 2019 Form
Pre-fill where at all possible. If a person has already filled in a form for your organisation they will be frustrated if they have to fill in the same information again. It is difficult for organisations to get their systems to pre-fill known information but when pre-filling is achieved, customers really feel valued.
In this context interactive forms can be programmed so that the user can only tick/check one (known as a radio button as distinct from check-boxes), or presented with the options in a drop-down menu from which the user can only select one.
Also make sure that you make good use of features like running headers and footers on every page to remind people what the form is, where they are, and what page number they are on.
In paper forms the specific sub-questions cannot be hidden from the user when they are not relevant to them - but in interactive forms this is relatively easy to do. Use progressive revealing as much as possible in your form design to shield your users from questions they do not need to see.
Use appropriate response mechanisms. Paper forms have the disadvantage that users can miss, or simply disregard, an instruction. For example, only tick/check one box from a list of 15 or 20 options.
Customise response boxes to reflect required answers and reduce completion errors. If asking for a persons date of birth, it makes sense to provide a box with the exact number of required digits and an example or guidance note to explain the format that the date should be entered in (DD/MM/YYYY).
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