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Bank Reconciliation Form

Published by Gervase Willis at Tuesday, June 12th 2018 02:06:01 AM under Form

Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer? It is even more infuriating if the question says something like See our Guidance notes, page 6, paragraph 2. When filling in your forms people want the information they need there and then. Put yourself in the form users position and think about which questions they might have a problem with. Provide examples of the sorts of answers you are looking for, and where appropriate, provide guidance notes as near as possible to the question they relate to (i.e. in the actual form).

Let people know what happens next. Having gone to all the trouble of filling in your form, the least you can do is provide users with information about what happens next. Customer communication is key, and since you have made the form so easy to fill in and return, processing it could also be a breeze!

Users will become frustrated if when you ask for an email address, for example, if the response box only allows for 20 characters. Its similarly annoying to them when its a long free text box, making the customer question whether they are answering correctly and sufficiently. Providing response boxes that reflect the anticipated answer length and format reassures people that they are filling them in correctly.

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