/form

Printed forms and their interactions Redesigning forms for IIT Bombay

Project by Shravan Muralidhar Roll No: 10625004 Guide: Prof. Mandar Rane

Printed Forms and their interactions

• When

was the last time I filled a form?

• What

was it for?

• Did

it invite me? Was it easy?

• Did

I fill it without any doubts?

• How

much time was wasted in confusions?

Project 2 | Shravan Muralidhar | Roll No. 10625004

3

Printed Forms and their interactions

What are Forms?

Project 2 | Shravan Muralidhar | Roll No. 10625004

4

What are Forms?

Printed Forms and their interactions

Forms are a medium of interaction between the provider and the user.

Project 2 | Shravan Muralidhar | Roll No. 10625004

Source - The Form Book, By Borris Schwesinger

5

What are Forms?

Printed Forms and their interactions

Forms are like dialogues, they ask and the user answers.

Age? 26

Project 2 | Shravan Muralidhar | Roll No. 10625004

Source - The Form Book, By Borris Schwesinger

6

What are Forms?

Printed Forms and their interactions

We encounter Forms in many part of our daily life, right from our birth until our death.

Birth Certificate School Pension Pan Card

Employee ID Card Bank Account

Marriage

College Visa Provident Fund Divorce

Order Project 2 | Shravan Muralidhar | Roll No. 10625004

Source - The Form Book, By Borris Schwesinger

7

What are Forms?

Printed Forms and their interactions

Forms are collectors of a database which organize things and help smooth functioning of an organization.

Collect

Project 2 | Shravan Muralidhar | Roll No. 10625004

Organise

Retrieve

Source - The Form Book, By Borris Schwesinger

8

What are Forms?

Printed Forms and their interactions

They are sometime the first level of an official contact.

Students Employees Children Housewives Officials

Project 2 | Shravan Muralidhar | Roll No. 10625004

Admission forms Registration forms Contract forms

Work School College Workshops Classes

Source - The Form Book, By Borris Schwesinger

9

Printed Forms and their interactions

Types of forms

Communication Forms Bills, Invoice & Receipts Notices & Statements Records & Checklists Certificates, Passes, ID, etc.

Tickets, Cheque, etc.

Printed

Project 2 | Shravan Muralidhar | Roll No. 10625004

PDF

Dialogue Forms Application Registration Declaration Order Contracts Questionnaires

Printed

PDF

Digital

Source - The Form Book, By Borris Schwesinger

10

Printed Forms and their interactions

Way the Communication forms work

Send

Data Filled

by Provider

Project 2 | Shravan Muralidhar | Roll No. 10625004

User retrieves the Data

Source - The Form Book, By Borris Schwesinger

11

Printed Forms and their interactions

Way the Dialogue forms work

Send back

Provider Sends empty form

User Fills in the Data

Provider Retrieve filled form

Project 2 | Shravan Muralidhar | Roll No. 10625004

Source - The Form Book, By Borris Schwesinger

12

Printed Forms and their interactions

Dialogue forms

Project 2 | Shravan Muralidhar | Roll No. 10625004

13

Printed Forms and their interactions

The Need for Design Forms are usually hated by user and are considered tedious.

Forms need to be very concise, clear and straight with no confusions.

Forms need to appeal to the user and should invite him in.

Project 2 | Shravan Muralidhar | Roll No. 10625004

14

Congested and Chaotic

Neat and Appealing

15

Printed Forms and their interactions

The Need for Design Forms are usually hated by user and are considered tedious.

Forms need to be very concise, clear and straight with no confusions.

Forms need to appeal to the user and should invite him in.

Information should be condensed and simple vocabulary should be used as they plays a main role in the understanding of the forms.

Project 2 | Shravan Muralidhar | Roll No. 10625004

16

Printed Forms and their interactions

Place of illness

Where did she/he fall ill?

case referred by MO?

Was the case referred by the Medical Officer?

Endorsed

Project 2 | Shravan Muralidhar | Roll No. 10625004

Advised/Certified

17

Printed Forms and their interactions

The Need for Design Forms are usually hated by user and are considered tedious, hence it needs to be very concise, clear and straight with no confusions.

Also needs to appeal to the user and should invite him to fill in.

Information should be condensed and simple vocabulary should be used as it plays an important role in understanding the form.

All users of the form have to be studied before designing, this will ease the process of the whole system.

Project 2 | Shravan Muralidhar | Roll No. 10625004

18

The Project

Printed Forms and their interactions

Studying Dialogue forms Redesigning Dialogue forms for IIT Bombay Target users - Students and Staff of IIT Bombay

Project 2 | Shravan Muralidhar | Roll No. 10625004

19

Printed Forms and their interactions

Project Registration Form Target users - Master Students, IDC IIT Bombay

Project 2 | Shravan Muralidhar | Roll No. 10625004

20

21

Project Registration Form

Printed Forms and their interactions

Is this box for “Stage 1 credits” or for “REGISTRATION”? if it is for registration, what do i fill there? Is there any registration number?

What is stage credits? Do I fill it?

Why credits for registration?

She is confused & she leaves it blank.

Project 2 | Shravan Muralidhar | Roll No. 10625004

22

Project Registration Form

Printed Forms and their interactions

What is this space for?

Do I write the name again?

Who signs in the space where it is written Signature?

Do I sign there? Or the guide signs?

Project 2 | Shravan Muralidhar | Roll No. 10625004

23

Project Registration Form

Printed Forms and their interactions

Why are credit details shown in the registration form?

What is scheme of assessment?

Project 2 | Shravan Muralidhar | Roll No. 10625004

24

Information to context Distance and Position

Misinterpretation

Unclear Information

25

The Users

Printed Forms and their interactions

The Journey of the form and its users

FormOffice provider IDC (Departmental Office) gives it to the students

Form User User 1 >Primary fills his part Student (Student) in the form

Project 2 | Shravan Muralidhar | Roll No. 10625004

Form User User 2 > Secondary Student takes it to (Guide & Co-Guide) the guide for approval

Form retriever Retriever 1 > Primary submits it at Student (Departmental Office) the IDC office

Retriever 2 Form retriever > Secondary IDC Admin collates all (Academic Office) forms and submits to the head office

26

Title of the project : ______________________________________

IIT Bombay

Project Registration Form for M.Des, M.Tech, D.I.I.T

Department

Powai, Mumbai - 400 076

FFFFFFFFF

Roll No.

:

Name

: ______________________________________________________________________

Specialisation

: ______________________________________

I searched for the form but was unable to find it. : ______________________________________

Title of the project : ______________________________________________________________________

Guide

Department

: ______________________________________________________________________

Specialisation

: ______________________________________________________________________

Guide

: __________________________________Dept._______________________________

Co-Guide

: __________________________________Dept._______________________________

Scheme of assessment:

Co-Guide

: __________________________________Dep

: __________________________________Dep

F Project 2 F Project 3 F Special Project

:

Scheme of assessment: F Project 2

...............................................

(Students Signature )

...............................................

(Guide Signature)

...............................................

(Co-Guide Signature)

Date:

FF FF FFFF

:

F Project 3 F Spec

The Check box is for the one before or for the one after?

...............................................

(Students Signature )

..................................

(Guide Signature)

...............................................

Date:

27 FF FF F

Form Title Highlighted, makes it easy to search.

Made separate groups of similar information.

Created a flow of information with reference to the usage.

Solved minute problems which create great confusions in the form.

28

Printed Forms and their interactions

Form elements and user’s reaction.

User study with - Students of IIT Bombay

Project 2 | Shravan Muralidhar | Roll No. 10625004

29

Elements survey form

Project 2 | Shravan Muralidhar | Roll No. 10625004

Printed Forms and their interactions

30

Elements survey form

Printed Forms and their interactions

The Line Gives more independence to the filler.

Usually people write in cursive.

The line doesn’t persuade users to write in uppercase.

Project 2 | Shravan Muralidhar | Roll No. 10625004

31

Elements survey form

Printed Forms and their interactions

The Box Gives less independence to the filler.

Persuades users to write in uppercase, even if not instructed.

Retrieving becomes difficult, because boxes hinder readability.

Project 2 | Shravan Muralidhar | Roll No. 10625004

32

Elements survey form

Printed Forms and their interactions

Line with Bars Persuades users to write in uppercase.

Doesn’t disturb readability, hence retrieving is easy.

Project 2 | Shravan Muralidhar | Roll No. 10625004

33

Elements survey form

Printed Forms and their interactions

Date Majority of users write in DD MM YYYY format, if not instructed.

Even if instructed to write in MM DD YYYY, they unconsciously write in DD MM YYYY format as they are accustomed to it.

Users by default write only to the last two numbers of the year, if not persuaded by a design element.

Project 2 | Shravan Muralidhar | Roll No. 10625004

34

Elements survey form

Printed Forms and their interactions

Multiple Choice If a round is used, there is ambiguity in the user to either fill it or to put a check mark.

Project 2 | Shravan Muralidhar | Roll No. 10625004

35

Elements survey form

Printed Forms and their interactions

Multiple Choice A Box is easily understood that it is to check mark.

Project 2 | Shravan Muralidhar | Roll No. 10625004

36

Elements survey form

Printed Forms and their interactions

Multiple Choice If not suggested with any element, they usually check mark on the name or strike off the other options, if the options are less than 4.

Project 2 | Shravan Muralidhar | Roll No. 10625004

37

Elements survey form

Printed Forms and their interactions

Signature By just using dotted lines and by suggesting for whom the space was for, users actually understood that the space was for signature, even without any instruction.

Project 2 | Shravan Muralidhar | Roll No. 10625004

38

Printed Forms and their interactions

The Medical claim form Target users - Staff, IIT Bombay

Project 2 | Shravan Muralidhar | Roll No. 10625004

39

40

Problems

Printed Forms and their interactions

Hierarchy

Long Text

Insufficient space

Project 2 | Shravan Muralidhar | Roll No. 10625004

41

Problems

Printed Forms and their interactions

Grouping

Distance

Project 2 | Shravan Muralidhar | Roll No. 10625004

42

Problems

Printed Forms and their interactions

Distance

Vocabulary

Highlight

Long Text

Project 2 | Shravan Muralidhar | Roll No. 10625004

43

Problems

Printed Forms and their interactions

Redesigning Medical Claim Form

Project 2 | Shravan Muralidhar | Roll No. 10625004

44

Redesigning Medical Claim form

Printed Forms and their interactions

Position

Project 2 | Shravan Muralidhar | Roll No. 10625004

45

Redesigning Medical Claim form

Printed Forms and their interactions

Page numbers

Project 2 | Shravan Muralidhar | Roll No. 10625004

46

Redesigning Medical Claim form

Printed Forms and their interactions

Details of Hospital Expenses Sl.No.

Particulars

1.

Accommodation Charges

!

2.

Surgical operations Charges

!

3.

Operation Theatre Charges

!

4.

Anaesthetists Charges

!

5.

Specialist visit Total Charges (if any)

No.of Visits:

6.

Nurses/Aayah Charges if engaged on Medical advice

Advised by the Doctor

7.

8.

Other Details

Total Lab Charges

(Radiology, Pathology etc.)

Advised by the Doctor

Amount

Simplifying information

!

Yes No

!

Yes No

Total Cost of Medicines Supplied by the Hospital

! !

Other Miscellaneous Charges, paid on demand of the Hospital 1.

!

2.

!

3.

!

4.

!

5.

!

6.

!

7.

!

8.

!

9.

!

Total claim amount

Project 2 | Shravan Muralidhar | Roll No. 10625004

!

47

Printed Forms and their interactions

Before

After Details of Hospital Expenses Sl.No.

Particulars

1.

Accommodation Charges

!

2.

Surgical operations Charges

!

3.

Operation Theatre Charges

!

4.

Anaesthetists Charges

!

5.

Specialist visit Total Charges (if any)

No.of Visits:

6.

Nurses/Aayah Charges if engaged on Medical advice

Advised by the Doctor

No

Advised by the Doctor

No

7.

8.

Other Details

Total Lab Charges

(Radiology, Pathology etc.)

Amount

!

Yes

!

Yes

Total Cost of Medicines Supplied by the Hospital

! !

Other Miscellaneous Charges, paid on demand of the Hospital 1.

!

2.

!

3.

!

4.

!

5.

!

6.

!

7.

!

8.

!

9.

!

Total claim amount

Project 2 | Shravan Muralidhar | Roll No. 10625004

!

48

Redesigning Medical Claim form

Sl. No.

Cash Memo Details

(Name of the Hospital/Lab/Shop)

1

Cash Memo Serial No.

Printed Forms and their interactions

Date DD

MM

Amount YYYY

Simplifying information

2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25

Project 2 | Shravan Muralidhar | Roll No. 10625004

49

20 21 22 Redesigning Medical Claim form 23

Printed Forms and their interactions

24 25

Acknowledgement counter foil

Project 2 | Shravan Muralidhar | Roll No. 10625004

50

Redesigning Medical Claim form

Printed Forms and their interactions

Adding complete clarity to information

Project 2 | Shravan Muralidhar | Roll No. 10625004

51

Printed Forms and their interactions

Final Redesigned form Medical Claim Form

Project 2 | Shravan Muralidhar | Roll No. 10625004

52

Page 1

53

Page 2

54

Page 3

55

Page 4

56

Printed Forms and their interactions

Learnings Each and every form is independent with its requirements and its users, hence each of them have to be studied separately keeping these in mind.

Designing a form without studying the user leads to lot of confusions.

It is one of the main requirement while designing a form.

While managing the content one should keep in mind that the process has to be made easy for the user as well as the retriever.

This makes the form flawless and speeds up the whole process.

Better sensitivity towards design rules.

Project 2 | Shravan Muralidhar | Roll No. 10625004

57