The document discusses form design and provides guidelines for effective form design. It notes that forms standardize data collection, ensure all needed data is collected, and can act as references and data input sources. It recommends taking time to consider why the information is needed, when it is needed, who needs it, and how it should be presented before designing the form. Designers should make a checklist of needed information and draw a mock-up to test the form layout.

1. FORM DESIGN

2. What is a Form
 A form is a document (electronic or
printed) with spaces for on which
to write or enter data.

3. REASONS FOR FORMS
 Standardization – for collecting
data in standard procedures.
 Ensure that all data needed is
collected
 Data is sequenced in preferred
priority

4. -cont
 They are handy sources of
reference and can act as computer
data input sources
 They ensure uniformity and
consistency of approach. E.g, bank,
insurance branches

5. Cont-
 Clerical staff can be readily trained
to vet accurate completion of forms
 New forms can be readily designed
to meet new or revised policies and
procedures

6. Effective Form Design
 Take time to consider:
 Why is the info needed
 When it is needed
 Who needs it
 How info is best presented

7. Effective cont-
 Make a checklist of all the parts
and pieces information needed
 Consider how the form might best
be structured.

8. -cont
 Draw a mock-up of the form in
rough
 Produce a test model of the form
 Print the form for use and check if
the first users understand the form

9. Cont-
 Monitor your form from time to
time to see if they are still relevant/
necessary.