The purpose of this guide is to assist PerfectForms™ users in preparing to create forms within PerfectForms™. The most effective forms start with a coherent set of goals, a strong understanding of the process that is being supported or facilitated by the form and a schema outlining the data required to manage that process.
This guide will provide recommendations regarding the preparation to be done prior to creating a form including:
•Collecting all pertinent information regarding the process being represented in the form
•Establishing a clear understanding of the roles of all stakeholders as well as workflow paths
•Putting together a detailed workflow diagram
•Consideration during form design of any reporting needs that might exist
The following sections are included in this guide: