Form Design Materials.docx - University of Canberra 6388...

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University of Canberra 6388 Document and Workflow Management Unit Materials 2017 S1 Form Design Page 1
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University of Canberra Table of Contents Part 1. Relationship ................................................................................................................................ 3 Section 1.1 Persuading People to Answer .......................................................................................... 3 Find out how users perceive the form ........................................................................................... 4 Make your facts about users into pictures of real people by creating personas ............................ 4 Section 1.2 Asking for the Right Information ..................................................................................... 5 Part 2 Conversation ............................................................................................................................... 6 Section 2.1 Making questions easy to answer ................................................................................... 6 Make the question easy to understand ......................................................................................... 6 Make it easy to find the answer ..................................................................................................... 6 Make it easy to judge the answer .................................................................................................. 6 Make it easy to put the answer on the form .................................................................................. 7 Section 2.2 Writing Useful Instructions .............................................................................................. 7 Write instructions in plain language .............................................................................................. 7 At the start of the form, you need to do the following: ................................................................. 7 Section 2.3 Choosing Form Controls .................................................................................................. 7 Section 2.4 Making the Form Flow Easily ........................................................................................... 8 References ............................................................................................................................................. 9 Form, document and questionnaire design in general .................................................................. 9 Document design in general .......................................................................................................... 9 Usability in general ........................................................................................................................ 9 Resources for accessibility ............................................................................................................. 9 Page 2
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University of Canberra In this unit, we will analyse and construct forms using a particular three-layer model, which is shown below. The Relationship of a form is the relationship between the organisation that is asking the questions and the person who is answering. The conversation of a form comes from the questions that it asks, any other instructions, and the way the form is arranged into topics. The appearance of a form is the way that it looks: the arrangement of text, input areas such as field and graphics, and the use of colour. Throughout this document, we will come back to these three layers of the form, particularly the former two layers. * Most content of this document is extracted from “Forms that Work” by Caroline Jarrett and Gerry Gaffney Page 3 Persuading people to answer Asking for the right information Making questions easy to answer Writing useful instructions Making the form flow easily Taking care of the details Making the form look easy Testing Choosing form controls Relationship Conversation Appearance
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University of Canberra Part 1. Relationship Section 1.1 Persuading People to Answer If you understand people, you design better forms When thinking about how to persuade people to answer our questions, we aim to follow three rules that we have derived from Social Exchange Theory. The key idea behind Social Exchange Theory is that people will answer questions if they feel good about it. Rule 1. Establish trust. People are more likely to respond to a question is they trust the organisation that asks it and agree with the purpose for which the information will be used. If they don’t trust you, they’ll either drop out of the form or lie to you. To increase trust: 1. Show that the form is published by a real organisation. 2. Make it easy to context the organisation that publishes the form.
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