Focusing on Forms

I needed to find a theme to explore, so driven by:

  • cumbersome experience handling forms from insurance agents, recruiters and clients
  • need to make information gathering more efficient in my own business
  • looking for a theme to tie together study I have to do in a meaningful way!
  • a theme for a series of tutorials to be created using my snazzy new Captivate template, that people will find useful.

I found a direction, so the theme is:

Forms, Data Collection and Processing

Across a range of tools explore the following aspects

  • Ability to create forms using no code or as little code as possible.
  • Adding fields
  • Branding and Formatting
  • Data Validation
  • Controlling navigation (e.g. jump ahead based on a choice)
  • Distribution and Security
  • End User Experience
  • Data collection options, Analysis and Exporting (eg to Excel)

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