UNDERSTANDING FORMS:
A Complete Guide for Design and Management

Enstruction Series class materials are posted here for your reference. Materials are formatted in either Microsoft PowerPoint or Acrobat® PDF.

 

UNDERSTANDING FORMS:
A Complete Guide for Design and Management

PowerPoint 2000 presentation

 

4Introduction & Definitions

Four Elements of Every Form

 

4Intent

Definitions, 10 functions of business, workflow analysis, business rules, cost & ROI, security requirements, signatures, notification & copy distribution, project management, selecting the "form of the form"

 

4Container

Part 1

Definition and design analysis

Part 2

Product types, form types, production considerations, print technologies, and manufacturing

Part 3

Electronic containers

 

4Data

Part 1

Definitions, sources, collection & display, formats, types, masks, restrictions & qualifiers, and fonts

Part 2

Bar codes, MICR, databases, CGI, field types, calculations, error detection & correction, scanning, importing, display and XML

Part 3

Paper-based systems, eForms, iForms, data integrity, language of the web

 

4Image

User interaction, marketing message, corporate image, style guides, Section 508, preventing errors, and preventing abandonment

 

4Forms Management

Program establishment, process analysis, forms control, form files, database requirements

 

 

 

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