Form Design Considerations

Consider the following before creating a Form:

• Audience: Who is it for (User or Customer? Technician or Executive? Etc.)?
• Purpose: How will it be used (For detailed call logging? For self-service activities? For read-only purposes?)?
• Client access: From where will it be accessed (Desktop Client? Browser Client? Portal? Cherwell Mobile?)?
• Layout: Which Controls will be on it (Field Controls? Standard Controls? Special Controls?) and what will it look like (colors, font, alignments, etc.)?
• Security: Who can access it?