Instructions for Forms - How do people know what to mark and fill in?

D

dbulak

#1
New forms

Our auditor mentioned that it was ok to use a blank form (nothing filled out) as an example for others to use when filling out the form. I have always used a form and a list of the areas on the form that are to be filled out. Anyone have thoughts on this?
 
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R

Rob Nix

#2
dbulak said:
Our auditor mentioned that it was ok to use a blank form (nothing filled out) as an example for others to use when filling out the form. I have always used a form and a list of the areas on the form that are to be filled out. Anyone have thoughts on this?
I most respectfully ask, HUH?

How can a blank form be an example of how to complete it? I can see filling out a form (the way you WANT it completed) with fictional or factual information as an example; then you could downsize it on a work instruction or make it an attachment. I have also seen circled numbers in each field that correspond to an instructional sheet (your "list of areas"?).

Perhaps you could give us more specific information?
 
M

mshell

#3
IMO you should create the form in Microsoft Word making it interactive and add help text to each field (WI inside of form). I am attaching an example.

If you can not see the help text located at the bottom of the screen, save the file and password protect it for forms, tab from field to filed and you should see instructions at the bottom of the window.

mshell
 

Attachments

C

Craig H.

#4
mshell said:
IMO you should create the form in Microsoft Word making it interactive and add help text to each field (WI inside of form). I am attaching an example.

If you can not see the help text located at the bottom of the screen, save the file and password protect it for forms, tab from field to filed and you should see instructions at the bottom of the window.

mshell

mshell:

Excuse my ignorance, but could you PLEASE tell me how you get the gray "forms boxes" into a Word doc? We will be moving many forms online soon, and it would sure be great if I could get them to work like that right out of the box.

THANKS!!

Craig
 
R

Rob Nix

#5
mshell,

Great additional thought (I'd forgotten about that)!

Craig,

Under "View" you have to open up the "forms" tool bar; there, the icon 'AB|' provides the grey box. It can be grey or transparent by toggling the icon ['a' with shading in the background]
 
M

mshell

#6
Craig,

When you open word, you should have a forms toolbar. If not, click view, toolbars and select forms. You can then insert the various interactive features. Also, if you right click and choose properties, you can insert the text for the drop down boxes and add help text. Remember to password protect the document for forms or the fields won't work.

Let me know if you need more information.

mshell :bigwave:
 
E

energy

#7
You're excused

Craig H. said:
mshell:

Excuse my ignorance, but could you PLEASE tell me how you get the gray "forms boxes" into a Word doc? We will be moving many forms online soon, and it would sure be great if I could get them to work like that right out of the box.

THANKS!!

Craig
See attached. I hope it isn't too technical. Make sure when you do yours, you go to "view" and check "forms". Have fun. Meow or bowwow? :vfunny: Click your over the box and watch the magic! :bonk:
 

Attachments

C

Craig H.

#8
mshell said:
Craig,

When you open word, you should have a forms toolbar. If not, click view, toolbars and select forms. You can then insert the various interactive features. Also, if you right click and choose properties, you can insert the text for the drop down boxes and add help text. Remember to password protect the document for forms or the fields won't work.

Let me know if you need more information.

mshell :bigwave:
Rob, mshell, energy:

THANKS!! I don't know how I didn't see those, but I don't use the Toolbar option in Views very often. I have tried it just now, and it looks easy.

Thanks again. This is going to save me lots of work and frustration.

:thanx:


Craig
 
Last edited by a moderator:
M

mshell

#9
Craig,

Good luck. It is easy after you create a few. Don't forget to use the help text feature as it will save you and your co-workers a lot of time and eliminate some confusion (they will know exactly what information is required). I have also used it to eliminate some work instructions.


Also, if you need any help just let me know.

mshell
 
B

Bob_M

#10
COOL
I learned how to add "notes" to excel cells recently (although at the moment I don't remeber), but I've never tried making a form in WORD... HMMM...
Of course I've added Adobe's Acrobat to our budget's wish list, and I know they have forms options built into the program...
 
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