Survey or Instruction
Yesterday I tweeted a question asking if anyone had a styleguide for writing forms. I received a lot of great responses, but also had the realization that there is a distinction between “survey”-forms and “instructional”-forms (my terminology). The distinction being that the former is primarily focused on collecting information for later processing/analysis (e.g. Census Survey), while the latter is intended to perform some work in function through the act of completing the form (e.g. IRS Income Tax Worksheet). There is overlap: what is primarily a survey may include instructional elements (e.g. ensuring the filler-outer understands their eligibility); and an instructional form may be submitted for additional processing.
Inspiration and references
Purpose of form
Interruptions
What is a better term for “filler-outer”?
What is a “login” form or a form for creating a piece of content in a CMS?
Discovered Human Factors Considerations in the Design and Evaluation of Electronic Flight Bags (EFBs)
Appropriateness of Fieldsets/legends for wrapping radio button groups and oddness of Bootstrap styling
Reflections
I wonder why Bootstrap doesn’t have a good style for Radio button groups?
There is an English StackExchange Q&A to answer: preparer, respondent, responder, submitter