Start with the process, not the screen
Before digitizing a form, document who completes it, where the work occurs, which fields are required, what evidence is collected and what happens after submission.
Identify information that can be structured
Selections, ratings, required fields, photos, signatures and location data are often more useful when captured consistently rather than entered as free text.
Plan the follow-up workflow
A successful mobile form project includes the destination for submitted data, notification rules, assignment responsibilities and reporting needs.