Forms Analysis & Design
Using a combination of lecture, useful handouts and team exercises, the "Forms Analysis and Design" class offered by Essociates Group, Inc. addresses the pertinent issues, process components and proven techniques of Forms Analysis. Building on that foundation, the use of standards, conventions, formatting and implementation methodologies for applying the basic principles of effective Forms Design are discussed.
FORMS ANALYSIS
Definitions
4Form
4Distinguish between "Forms" and "Documents"
4Forms Analysis
4Method / Procedure / System / Workflow / Process /
4Functions of Business
Pertinent Issues
4Why create / revise a form?
4Where do forms projects originate?
4Cardinal Principles
4Analysis Process
4Importance of Establishing a Database
Process Components / Tools
4Defining Objectives
4Identifying Resources
4Planning the Project
4Conducting the Study
4Considering SWOT (Strengths / Weaknesses /
4Opportunities / Threats)
4Interpret workflow based on what is possible; knowledge
4of products is critical
4Sharing the Analysis Results
Media Determination
4Paper
4Electronic
4Distinctions among e-Forms,
i-Forms, and .pdf Forms
4
i-Forms - operate using HTML in a browser environment
4
e-Forms - operation is non-HTML/non-browser based;
4can be on-line or off-line
.pdf Forms - operate using Adobe Acrobat Reader
4(non-HTML)
Assimilation
4Relationship to Design Process
4Implementing the Forms System
4Documenting the Results
4Evaluating the Forms System
4Integrating with other Existing Systems
Analysis Exercises
FORMS DESIGN
Definitions
4Form
4Design Analysis
4Standard
4Convention
Standards
4Size
/ Positioning
4Grouping /
Sequencing
4Color
4Format
4Fonts and Rule Weights
4Logo Usage / Proximity
4Density / White Space
4Instructions / Help
4Specifications
Conventions
4Form Title
4Form Number / Edition Date
4Page Numbering
4Captions
4Type Choices
4Graphic Elements
4Version Control
Format: Paper vs. Electronic
4Paper Forms
4
Materials
4
Technolgies
4Electronic Forms
4
Platforms
4
Field Mapping
4
System Interfaces
4
File Formats
4
Database Connections
4
Printer Considerations
Implementation
4Testing (alpha testing and beta testing, prior to full
4implementation)
4Paper Forms
4
Stocking and Distribution
4
Print-on-Demand
4Electronic Forms
4
Interfaces: Systems / Servers /
Internet, Intranet / eMail / Databases
4
Accessibility (Section 508
Requirements)
Basic Principles
4Whisper
vs. Shout
4Cardinal Principles
4Why / Who / When / Where / How
4Format
Decision and Design Tool Selection
4System and Database Compatibility
4
Related Forms - Coordination
4
Style Guide
4
Specification Documentation
4
Final Testing
Design Exercises
QUESTIONS
913-284-6573 or inquiry@essociatesgroup.com
COST
|
First registrant from an organization |
$499.00 |
|
Each additional registrant from same organization registering for the same class |
$449.00 |
| Multiple Class Discount Cancellation Policy. | |
|
Discounted
1-year membership fee to join BFMA
if subscribed when registering |
$150.00
|
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