October 3, 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.
Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer?
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.
Many assume that making forms shorter makes them easier to complete. Though shorter forms might be cheaper to produce initially, if the reduction in content results in user confusion, the cost of resolving completion errors form fillers make as a consequence can significantly outweigh any initial savings. In general forms do need to be as short as possible, but never at the expense of clarity and usability.
When designing forms make sure the response mechanism is appropriate to each question. Having gone to all the trouble of filling in your form, the least you can do is provide users with information about what happens next. Customer communication is key, and since you have made the form so easy to fill in and return, processing it could also be a breeze!
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.