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About Dudley forms

The following notes relate to forms hosted by dudley.firmstep.com

Summary

Most of our forms have three or more form sections (web pages) linked together by buttons.

In each section:

  • A list of buttons links to every section of the form, including the current one. Only buttons to visited sections are (usually) active, to allow you to monitor your progress.

  • On a narrow upright phone or tablet screen, a button labelled with the form name replaces the main heading and shows or hides this list of section buttons.

  • Section content begins with a top level heading and ends with a string of navigation buttons, typically Previous, Review, and then either Next or Submit.

  • If a section is not complete, attempts to move to the next section will refresh the current one, inserting a message or instruction following each missing or incomplete item.

 

About content:

  • In the first section, the heading is usually the name of the form or service

  • Each form control (text box, drop down list, etc.) has a label

  • A label sometimes includes a help icon (image) with an informative title

  • The label of a mandatory question usually ends with an asterisk *

A single section form has no list of section buttons, and its content usually ends with two buttons: Submit and Review

More about Dudley forms

The following notes describe our forms in more detail.

Sections:

  • Each section is a web page linked to the others by a Previous or Next button

  • The first section is usually listed as 'About this form' but its top level heading is the form name or service 

  • The last section, usually titled Review & Submit, has a Submit button instead of Next

  • If all sections are complete and there is no online payment, the Submit button (usually) opens a success page, which provides a reference number for your application or request

  • Each section has a Review button linked to a one page review of all sections, with details entered so far

  • Also, based on answers you give, a form may add or remove sections as you work

Note that our housing application requires you sign-in and that it's section button list changes considerably as you progress and make selections.

Controls:

  • Form controls such as check boxes, text boxes, etc. always have a label

  • A help icon image may follow the label text. Its title carries help text related to the current item.

  • Help text icons may also be associated with buttons and other form controls

  • If a label ends with an asterisk, the item is always mandatory, and a selection must be made or text entered

  • If something is mandatory but not completed, or not completed correctly, the form will not (usually) allow you to navigate to the next section. The current section will refresh and place a request or instruction after each incomplete or missing item

  • Follow-up questions may be added, or may become mandatory, based on answers you give earlier in the section or in earlier sections 

Dates:

  • Usually, dates have three elements: drop-down selections for day and month, and a text box for the four digit year

  • You may tab between these elements as you do the other form controls

  • A date picker usually follows a date

  • Some dates have only a month selection and a year text box, but no date picker

Subforms:

  • Forms sometimes group related form items together as a subform or fieldset

  • This is used, for example, to group the details of an address

  • A subform may be included, or be mandatory, because of how you answered an earlier question

Repeating subforms:

  • Some sections contain repeating subforms, used when we need to record (say) a series of addresses, names or qualifications

  • Repeating subforms usually follow a second level heading

  • A subform begins with a horizontal rule, followed by all the items that need to be completed

  • A subform ends with an Add button, or if it is not the last in the list, a Delete button often labelled X

  • Button text varies with use, for example Add an address, Add another person, Delete qualification, etc.

  • Sometimes subforms appear as rows of a table. Table columns have header labels. A button to add or delete an entry sits in the last table column of each row.

  • If a subform is long or complex, the table is a read-only summary, and includes a few selected details to identify the subform entry. The last column of the last row of the table includes a New button which opens an empty subform as a separate page. This has a Save and a Cancel button to return you to the main form. Each entry in the table has a valid tick or invalid cross (image) to indicate if the entry is complete. The last column holds buttons to Edit or Delete the entry.

  • Occasionally, a repeating subform will contain another repeating subform, for example, where a number of students are to be registered for a number of exams

Address lookup:

  • An address subform usually begins with the postcode and a Find Address button

  • If the address is in Dudley, enter the postcode and select Find Address

  • If the postcode is recognised, a new page will replace the main form with a table of addresses

  • Pick the appropriate address.

  • Following the table you will find a Select and a Back button. Select will return you to the current section, it will enter the address details, and also make the postcode uppercase

 

 

 

My Dudley

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