Caroline Jarrett @cjforms
xgov forms meeting October 2020
Let’s have a lovely chat
about forms
I’ve worked on forms forever*
*28 years
3
What is a form?
Is this page a form?
4 https://www.gov.uk/government/organisations/department-for-environment-food-rural-affairs
Is this page a form?
5
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/255671/town-village-green-registration.pdf
It’s a form
if it …
Looks like a
form and
works like a
form
Asks
questions
and expects
answers
Allows
someone
to achieve
a goal
6
Looks like a
form and
works like a
form
Interaction
Design
Asks
questions
and expects
answers
Content
Design
Allows
someone
to achieve
a goal
Service
Design
7
A great form works well across all three layers
Service design
Content design
Interaction design
Easy to get it done
Easy to move on
Goals achievedEasy to understand
Easy to answer
Goals achievedEasy to use
Easy to read
8
9
Fix the forms, one at a time
Making a form is conceptually simple
1. Get the questions 2. Put the questions onto pages
10
Old paper form + magic of digital = ????
1. Get the questions 2. Put the questions onto pages
11
https://www.researchgate.net/publication/312012851_Electronic_Referrals_and_
Digital_Imaging_Systems_in_Ophthalmology_A_Global_Perspective/figures?lo=1
https://upload.wikimedia.org/wikipedia/commons/thumb/
6/66/Cartoon_Man_Approving_His_New_Computer.svg
Before you ask a question,
find out exactly how you will use the answer
12
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/711736/a08-take-wild-birds-for-health-safety-form_May_2018.pdf
The double diamond for forms has questions in the middle
Work out
how you’ll
use the
answers
Write good
questions
Make
the form
13
Credit: designers in Leeds and at NHS Digital see
https://www.effortmark.co.uk/discussing-a-topic-map-for-how-to-design-better-a-form/
Let’s look at it like baking a cake
14 Idea from: participants at a workshop at #UXBristol, July 2019
A form builder helps, but only with one aspect
15 Idea adapted from participants at a workshop at #UXBristol, July 2019, especially @dframpton, @emmaboulton, @_kylemorris
You have to choose a recipe and shop
Work out
what
ingredients
you need
Measure
ingredients
Make
the cake
16
To make a good form, you must know
how you’ll use the answers
Work out
how you’ll
use the
answers
Write good
questions
Make
the form
17
A question protocol can help a lot
Question
protocol
Writing!
Form
builder
18
Some resources about question protocols and forms
• Blog post from Adam Silver on the Child Funeral Fund Service:
https://adamsilver.io/case-studies/designing-the-child-funeral-fund-service/
• The Australian Style Manual page on forms:
https://www.stylemanual.gov.au/format-writing-and-structure/content-formats/forms
• NHS Digital service manual ‘How to write good questions for forms’
https://service-manual.nhs.uk/content/how-to-write-good-questions-for-forms
• Forms stuff from me:
https://www.effortmark.co.uk/category/forms/
19

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A chat about forms xgov 2020 cjforms

  • 1. Caroline Jarrett @cjforms xgov forms meeting October 2020 Let’s have a lovely chat about forms
  • 2. I’ve worked on forms forever* *28 years
  • 3. 3 What is a form?
  • 4. Is this page a form? 4 https://www.gov.uk/government/organisations/department-for-environment-food-rural-affairs
  • 5. Is this page a form? 5 https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/255671/town-village-green-registration.pdf
  • 6. It’s a form if it … Looks like a form and works like a form Asks questions and expects answers Allows someone to achieve a goal 6
  • 7. Looks like a form and works like a form Interaction Design Asks questions and expects answers Content Design Allows someone to achieve a goal Service Design 7
  • 8. A great form works well across all three layers Service design Content design Interaction design Easy to get it done Easy to move on Goals achievedEasy to understand Easy to answer Goals achievedEasy to use Easy to read 8
  • 9. 9 Fix the forms, one at a time
  • 10. Making a form is conceptually simple 1. Get the questions 2. Put the questions onto pages 10
  • 11. Old paper form + magic of digital = ???? 1. Get the questions 2. Put the questions onto pages 11 https://www.researchgate.net/publication/312012851_Electronic_Referrals_and_ Digital_Imaging_Systems_in_Ophthalmology_A_Global_Perspective/figures?lo=1 https://upload.wikimedia.org/wikipedia/commons/thumb/ 6/66/Cartoon_Man_Approving_His_New_Computer.svg
  • 12. Before you ask a question, find out exactly how you will use the answer 12 https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/711736/a08-take-wild-birds-for-health-safety-form_May_2018.pdf
  • 13. The double diamond for forms has questions in the middle Work out how you’ll use the answers Write good questions Make the form 13 Credit: designers in Leeds and at NHS Digital see https://www.effortmark.co.uk/discussing-a-topic-map-for-how-to-design-better-a-form/
  • 14. Let’s look at it like baking a cake 14 Idea from: participants at a workshop at #UXBristol, July 2019
  • 15. A form builder helps, but only with one aspect 15 Idea adapted from participants at a workshop at #UXBristol, July 2019, especially @dframpton, @emmaboulton, @_kylemorris
  • 16. You have to choose a recipe and shop Work out what ingredients you need Measure ingredients Make the cake 16
  • 17. To make a good form, you must know how you’ll use the answers Work out how you’ll use the answers Write good questions Make the form 17
  • 18. A question protocol can help a lot Question protocol Writing! Form builder 18
  • 19. Some resources about question protocols and forms • Blog post from Adam Silver on the Child Funeral Fund Service: https://adamsilver.io/case-studies/designing-the-child-funeral-fund-service/ • The Australian Style Manual page on forms: https://www.stylemanual.gov.au/format-writing-and-structure/content-formats/forms • NHS Digital service manual ‘How to write good questions for forms’ https://service-manual.nhs.uk/content/how-to-write-good-questions-for-forms • Forms stuff from me: https://www.effortmark.co.uk/category/forms/ 19

Editor's Notes

  • #11: I think we have all seen that the two-step process is not guaranteed to result in a wonderful form. Often, a badly designed paper form is used at the start point for the questions. Then we apply a form builder, and hope all will be well.
  • #12: I think we have all seen that the two-step process is not guaranteed to result in a wonderful form. Often, a badly designed paper form is used at the start point for the questions. Then we apply a form builder, and hope all will be well.