September 9, 2019 Form
Make the form sections visually distinct by setting the section name in bigger and bolder type, and consider including a contents list on the first page or screen to help people navigate their way through the form.
Provide checklists. As users complete your form, you may well be asking them to provide supporting information or attach supplementary documents where required. Providing a checklist, often at the beginning or end of a form, helps remind users about all the things they should remember to attach, and any further steps they need to go through.
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.
Provide examples of the sorts of answers you are looking for, and where appropriate, provide guidance notes as near as possible to the question they relate to (i.e. in the actual form).
Make structure clear, and provide navigation to reinforce it. Your form will be divisible into sections so think about the broad groups of questions being asked. Whatever your groups of questions are, make sure they follow the right order and give the groups clear section names.
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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