Creating forms: the preliminary steps
Create forms to facilitate and harmonize work methods
Practical sheet REF: FIC1112 V1
Creating forms: the preliminary steps
Create forms to facilitate and harmonize work methods

Author : Olec KOVALEVSKY

Publication date: September 10, 2024 | Lire en français

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2. Creating forms: the preliminary steps

2.1 Identify the objective and purpose of the form

Once the requirement has been defined, it's time to think about and clearly identify the use and structure of the form you want to create.

Example of using a form

Let's take the case of a form used to request a waiver from your customer for the delivery of a product that doesn't meet all the established requirements.

For this example, we can identify three possible uses for the form:

  • gather the information required by the customer for this request;

  • Maintain traceability and proof of the waiver validated by the customer;

  • involve...

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