Tuesday, November 19, 2013

Working with Forms



I continue to rework information that I have completed on the Inter-American Foundation form which is available as a .docx.  It looks like this:

Filling in the spaces is awkward at times.  I would like some input on how to handle this.
1.       Blank lines are given which move when I type over them.  Should I remove them but underline the information I enter?  Should I remove them and not underline the new content?
2.       Boxes are placed before titles, giving me an opportunity to mark the correct title. I can’t put the mark inside the box.  Do I mark it (as below) before the box?  Remove the box and mark? Or mark with a boxed x of my making?



3.       Should I use 9 pt. type as they do?  It seems very small, and they require 12 pt. double spaced on the narrative.  Should I use bold, making the entries stand out? If so, on everything or just short answers and headings? Should I use a serif font, such as Times New Roman to make the entries obvious?  Should I double space as in the narrative, though their headings in the form are not double spaced?
4.       I’m thinking that I’m expected to fill in their actual form since it is available as a .docx.  If that is not necessary I could create a Word file with all the headings they have, but avoid the busys boxes and unrelated options, such as Mrs. and Ms on a line for a man’s name. I think that might create flags that applicants could leave out items they don’t want to answer, though.

I appreciate input on these issues.  I’m accustomed to more control over the appearance of my document.

3 comments:

  1. Oh, yikes. That is aggravating.

    I think I like the ideas of you removing their lines, boxes, etc. and replacing them with underlined text, your own boxed X, and so on. That way, it's obvious you used their form and format and you're answering what they've asked. I do think that using larger or bolded font will make your answers stand out.

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  2. Oh that is frustrating. I'm like you and want control over my presentation of information. What would look best is you making your own boxes, to make the form look as they intended but I'm not sure it'd be worth your time investment. The thing is, they have to know their form is problematic, so its not going to count against you if you just fill it out. Do definitely use the more obvious serif font such as TNR for your answers.
    1. I don't think you need to underline your answers if they are in the 'answer font' as discussed.
    2. Leaving the X just outside the intended box is fine. Reminiscent of typewriters, it is still apparent what the answer is.
    3. No on 9 point, yes on 12 pt TNR, not bolded. Whatever you decide, be consistent throughout. No on double spaced also I would think. You'll have to be the judge based on space and white space.
    4. I suppose you could try to contact an admin at the organization and ask if it isn't specified in your instructions, but most likely, yes, use their form.

    All just my opinions, but I hope I addressed each of your questions and helped you to make up your mind on how to navigate this piece. I'm sure you'll be glad to get it done. These kinds of things always turn into rabbit holes!

    Good Luck.

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    Replies
    1. Thanks for your input, Su and Jacelin. It's nice to have a sounding board.

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