![]() ![]() You may think: if users read the instruction of the top, how could they forget it - it’s such a simple thing? Well, they do forget - especially if the form is long or if they get interrupted while filling it out (a situation that is common on mobile). Even if people read instructions, they may forget them.Form fields seem self-sufficient - after all, each field has a specific instruction - its label, why would you need to read anything else to fill it in? It’s well known that users don’t read instructions, and they are particularly less likely to read instructions at the top of a form. People don’t read instructions at the top of forms.What’s wrong with these approaches? There are a few problems: In both forms, only optional fields were marked: in the case of Citibank with the somewhat unclear abbreviation opt. (In some rare situations, they don’t do anything: they simply assume users will magically know what fields are required if they don’t, then they will just have to deal with the resulting error.) Citicards’ credit-card application (left) included small-font italic instructions All fields are required unless specified optional at the top of its form American Express’s form (right) had no instructions at all. ![]() They mark the optional fields, since they are usually fewer.They show instructions at the top of the form saying All fields are required or All fields are required unless otherwise indicated.So, they usually adopt one or both of the following strategies: Often designers feel that the having a marker for every single required field is repetitive, ugly, takes too much space, and, with longer forms, may even seem oppressive (the form requires so much from the user!). The Temptation to Not Mark the Required Fields And I’ll spend the rest of the article explaining why. ![]() When you have finished, click Submit/Save.A common question in many of our UX Conference classes is: should you mark the required fields in a form? If most fields in the form are required, should we still mark them? (That’s a lot of marks, after all.) The short answer is yes. Tap to open the Task with the Form attached.Ĭomplete all necessary fields of the Form. Any Form fields meant to be completed by the person who created the Task will be read only. Navigate to the Tasks tab to view all Tasks assigned to you for all Clients. The Form will be marked as complete and the date and time of submission will appear beneath it. The counter for the Forms section will also be updated. Complete the relevant fields and click Submit/Save.Īfter submitting the Form, you will be returned to the Service Tasks list. Tap the box next to the Form you wish to complete. When you have finished, click Submit/Save.Ĭlock in to a Visit and swipe to the Service Tasks tab.Īny Forms that need to be completed as part of the Visit or Service will be listed here. To update the information in the Form fields, tap Update and then complete the Form. If the Form has already been completed for a Client, you will also be able to see the latest completed version of the Form. To fill out a Sticky Form, swipe to the tab in the Client Dashboard with the Form name and tap Create to complete the Form fields. If the Form you need to complete for a Client is a Sticky Form (if Display Report in Client Dashboard was checked when the administrator created the Form), the Form name will be displayed as a separate tab on the Client's profile on the mobile app. When you have finished filling out the Form, click Submit/Save. Use the search bar to search for the Form by name.Ĭomplete the Form fields for the Client. Select which Form you wish to add for the Client. Click on the Form Name to view a PDF of the submitted Form. To add a Form for a Client on mobile, click on a Visit in your Schedule or a Client from your Caseload and navigate to the Form History tab.įrom here you will see a list of all Forms that have been previously submitted for the Client. You can add a new Form from the Form History tab, fill out a Sticky Form in the Client Dashboard, complete a Form from your Service Tasks list, or fill out a Form attached to a Task. Forms can be completed and submitted for Clients from the mobile app as well as the web app. ![]()
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