Replacing manual collection.
WHY FORMS MATTER
Most manual work begins with information arriving in an unstructured way.
WHAT THAT LOOKS LIKE
Requests by message Details given verbally Paper filled in and re-entered Incomplete information requiring follow-up
WHAT A FORM PROVIDES
Complete, structured information at the point of request.
WHAT TO BUILD FORMS FOR
Requests and applications Job and order intake Incident and fault reporting Leave and expense requests Customer information collection Inspection and checklists
WHAT TO INCLUDE
Only what is genuinely needed.
WHY
Long forms are abandoned or completed carelessly.
WHAT TO MAKE REQUIRED
Anything without which the request cannot proceed.
WHY
It removes the follow-up that consumes time.
WHAT TO VALIDATE
Formats: dates, numbers, contact details.
WHY
Invalid data entering a system causes problems downstream.
WHAT TO ESTABLISH
What happens on submission: where it goes, who is notified.
WHAT TO AVOID
Forms that submit into a place nobody monitors.
WHAT TO PROVIDE THE SUBMITTER
Confirmation, and what happens next.
WHY
It prevents repeat submissions and chasing.
WHAT TO TEST
The form, with someone who did not build it.
WHAT THAT REVEALS
Questions that are unclear.
WHAT TO REVIEW
Submissions, for fields consistently left blank or misunderstood.
