Forms must be accessible, intuitive, and WCAG-compliant, enabling users to complete key actions easily and consistently across devices.
Required Form Elements
All forms must include:
- Clear, descriptive field labels: Tell users exactly what information is needed
- Required fields marked both visually and in text: Use asterisks (*) and "required" text
- Simple, field-level instructions where needed: Provide format examples and constraints
- Helpful, accessible error messages: Explain how to correct mistakes
- WCAG-compliant validation and keyboard navigation: Ensure full keyboard accessibility
- Required privacy and data-use statements: Inform users how their data will be used
- Approved formatting and consistent layout: Follow university design patterns
Form Design Requirements
Forms must:
- Be fully fillable and easy to submit: Test across devices and browsers
- Use plain language: Avoid jargon or long paragraphs
- Follow a logical, linear flow: Group related fields together
- Minimize unnecessary fields: Reduce user burden by only asking for essential information
- Integrate cleanly with systems: Work with Slate, Qualtrics, Microsoft Forms, or other approved platforms
Accessibility Standards
- Label association: Every input must have a properly associated label element
- Error identification: Clearly identify fields with errors using color AND text/icons
- Focus indicators: Visible keyboard focus with 3:1 contrast ratio
- Tab order: Logical navigation order matching visual layout
- Screen reader support: Use ARIA labels when visual labels aren't sufficient
- Touch targets: Minimum 44x44px for mobile accessibility
Legal Requirement: Under the ADA and Section 508, all forms must be fully accessible to users with disabilities. Non-compliant forms can prevent users from accessing critical services and expose the university to legal liability.
Error Handling
- Inline validation: Provide immediate feedback when possible
- Clear error messages: Explain what went wrong and how to fix it
- Error summary: List all errors at the top of the form with links to problem fields
- Preserve user input: Don't clear correctly filled fields when errors occur
- Success confirmation: Clearly indicate when form submission is successful
Form Field Best Practices
Text Inputs
- Use appropriate input types (email, tel, number)
- Set reasonable character limits
- Provide format examples for complex inputs
- Enable autocomplete where appropriate
Radio Buttons & Checkboxes
- Use radio buttons for single selection from 2-5 options
- Use checkboxes for multiple selections or single yes/no choices
- Ensure adequate spacing between options (minimum 44px height)
- Group related options with fieldset and legend elements
Dropdown Menus
- Use for 6+ mutually exclusive options
- Provide a meaningful default option ("Select one...")
- Order options logically (alphabetical, chronological, or by frequency)
- Avoid very long lists (consider alternatives for 20+ items)
Privacy and Consent
- Data collection notice: Explain why information is being collected
- Privacy policy link: Provide easy access to the university's privacy policy
- Consent checkboxes: Use for opt-in communications (not pre-checked)
- FERPA compliance: Ensure student data handling meets federal requirements
Approved Platforms
- Slate: Primary platform for admissions and recruitment forms
- Qualtrics: Surveys and research data collection
- Microsoft Forms: Internal forms and simple data collection
- Custom forms: Must be reviewed by Digital Communications for compliance
Important: Never collect sensitive information (SSN, payment data) through unapproved form systems. Contact IT Security for guidance on secure data collection.