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Rethink and reorganize form templates page with different exemplars in mind #5056

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anikbrazeau opened this issue Jan 29, 2025 · 0 comments
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content design Design task / work required Form Form we are working to publish

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anikbrazeau commented Jan 29, 2025

In line with #4926

Form features

Consider examples that highlight different features and how it improves forms versus paper.
https://docs.google.com/presentation/d/1-okLteEKISUOshs1wTr_F525fmMpZXskb6Ew8W2AnKQ/edit#slide=id.gd90b97b24f_0_367

  • Validation
  • Repeating sets
  • Pagination
  • Conditional branching
  • Show-hide questions

Form purpose

Consider examples that cover different types of forms for templates.
https://app.mural.co/t/cppd0120/m/cppd0120/1595873982441/3465c0eab6885b3406712726a6711a91065771d8

  • Collecting feedback
  • Administering a benefit
  • Applying for funding
  • Complying with regulations
  • Other

Form market segmentation

https://docs.google.com/document/d/1LpBehnBWWBjfoJX9-ruttwdD1M0_Ul2QV2nN5nr4H3g/edit?tab=t.0#heading=h.auwtug3rp529
https://app.mural.co/t/cppd0120/m/cppd0120/1632772049534/ba6d21e5b76f48b0038503ab8002eccc5059be55

  • Exemplar 1: Information services with basic components (ex: survey, contact, feedback)
  • Exemplar 2: Straightforward services with branching pages (ex: personal information, specific help, financial support)
  • Exemplar 3: Complex services with save and resume later (ex: lengthy applications, grants, contributions, funding)
  • Exemplar 4: High volume, timely services with API delivery (ex: fast processing, security clearances, financial services)
  • Exemplar 5: Critical services (ex: stability, security, passport, employment insurance, critical benefits)

Stakeholder pain points

https://miro.com/app/board/o9J_lTx-G1c=/
https://docs.google.com/spreadsheets/d/1O-nlnT7iU8N4PBy0C_a7HtJZKH9Rc9Obvh87tOmERMI/edit?gid=296561329#gid=296561329

  • Accessibility requirements
  • Approvals
  • Attached documents
  • Consistent branding
  • Data processing: output + volume
  • Email integration
  • Error validation
  • Expectation setting
  • Fillable PDFs
  • Procurement
  • Resource capacity
  • Remote Internet access
  • Secure
  • Speed of publishing
  • Standardized and structured data
  • Making changes

Other needs

https://docs.google.com/document/d/1b_sopHf9MEJeYoKPVDzs2QCUSnFEyurHGgUOk25yxe4/edit?tab=t.0#heading=h.2y41euyp3bf6

  • Request for information
  • Request for extension
  • Report of requirements or regulations
  • Grant for community initiative
  • Proposal for tariffs
  • Eligibility criteria

Screenshot 2025-01-27 at 9.24.11 AM.png

@anikbrazeau anikbrazeau self-assigned this Jan 29, 2025
@anikbrazeau anikbrazeau changed the title Rethink and reorganize form templates page Rethink and reorganize form templates page with different exemplars in mind Jan 29, 2025
@anikbrazeau anikbrazeau added Form Form we are working to publish design Design task / work required content labels Feb 3, 2025
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