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EasyUphillTRAININGCORPORATE DEVELOPMENT
Document & Records Management

Forms Design and Data Capture

Badly designed forms generate errors that everyone downstream has to fix. This course covers designing forms that people complete correctly the first time, on paper and on screen.

2 DaysIn-house or publicLive online available

Course outline

What this programme covers, module by module.

  1. 01What badly designed forms cost downstream
  2. 02Designing around the task, not the database
  3. 03Question sequencing and grouping
  4. 04Writing questions that produce usable answers
  5. 05Validation, error messages and helping the user recover
  6. 06Accessibility, plain language and low literacy
  7. 07Testing forms with real users before rollout

What you will gain

  • Design forms around the task rather than the database
  • Sequence questions so they follow the user's thinking
  • Write questions that produce the answer you need
  • Apply validation without frustrating the user
  • Design for accessibility and low literacy
  • Test forms before rolling them out

Who should attend

  • Administrative and process staff
  • Business analysts and system designers
  • Records and information officers
  • Service designers and communications staff

Upcoming sessions

DateCityDurationFeesBook
2 to 3 Nov 2026Pretoria2 DaysR10,000
23 to 24 Nov 2026Durban2 DaysR10,000
7 to 8 Dec 2026Cape Town2 DaysR10,000
11 to 12 Jan 2027Johannesburg2 DaysR10,000
25 to 26 Jan 2027London2 DaysUS$1,100
12 to 13 Apr 2027Dubai2 DaysUS$1,100
21 to 22 Jun 2027Pretoria2 DaysR10,000

Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.

Enquire about this course

Register your team or ask for a tailored in-house quote. We reply within one working day.

WhatsApp usCourse brochure (PDF)
Fees from
R10,000 per delegate
Duration
2 Days
Field
Document & Records Management
Formats
In-house, public, online