Page 7 - Streamlining Forms

Prioritization of Forms

• Interconnectivity: Examine how the form interacts with other systems or

processes. If the form's data needs to be shared -- eliminating manual

data entry in multiple systems.

• Workflow Dependencies: Analyze the workflow dependencies associated

with the form. If the form requires approvals, reviews, or multiple

handoffs within the process.

• Compliance and Audit Requirements: Consider any compliance or audit

requirements associated with the form.

• User Experience Improvement: Evaluate the user experience of the

manual form. If users find the manual process cumbersome, confusing, or

time-consuming, converting it into an electronic form can enhance

usability, provide clear instructions, and improve overall satisfaction.