In my previous column, I invoked the “Garbage in, garbage out” law to explain the need for validity checking in data-entry forms. Unfortunately, as we develop and maintain increasingly complex databases, the complexity of the validity checks required can become daunting.
Worse yet, certain types of data such as graphics haven’t been studied long enough for anybody to have developed broadly applicable algorithms for building those validity checks.
In such cases, the trick is to make data-entry forms clear enough that workers understand what you require of them without having to ask. This understanding alone can drastically reduce the frequency of errors, but to turn that understanding into a payback you’ll have to design filed labels that are truly obvious to the workers. Information designers call these clues affordances, and if you’re lucky enough to have technical writers or editors in your organisation, you can probably enlist their aid in designing these clues. Most of these people are eager to be consulted and to expand their repertoires by taking on new challenges.
One key aspect to remember is that most workers think in words, not numbers, and thus, you should use words to prompt them. Consider, for example, the difference between the following fields:
2: Enter the date (mm-dd-yy)
3: Enter the date here (use two digits for the month, followed by a dash, followed by two digits for the day, followed by a dash, followed by four digits for the year).
The first label will generate inputs ranging from 01-21-99 to 99/01/21, with a wide range of abbreviated text thrown in for good measure. The second will confuse some users, particularly if you’re developing one form for use across Canada (e.g., French workers would use mm-jj-aa), and will generate Y2K errors from the two-digit year. Only the third label will get you the data you really want to receive. Since there’s plenty of room to add the extra instructions directly on the screen, there’s little excuse not to do so. After all, you can always use a second or third screen if you run out of space. (Just don’t make people scroll; unseen fields that lurk offscreen might as well not exist for some viewers.)
Whether you actually store the input data as a number or a string is irrelevant; it’s the manner in which the workers input the data that’s important. Guided by appropriate labels, they can focus on entering the right information rather than guessing how you want them to format their input.
The best way to develop affordances is to spend some time with your workers determining how they would prefer you to present the clues. When you do this, it pays to park your ego at the door: they don’t speak the same language you do, and aren’t interested in learning your language, so you’ll have to learn theirs. The payback is twofold: they’ll soon understand that you’re on their side in the daily war against the computer, and you’ll get cleaner data and fewer calls to technical support.
It takes a fair bit of time to develop useful affordances, but it’s a worthwhile investment. In addition to reducing data errors that you’ll have to clean up later, building relationships with the users of your forms will get you through the inevitable rough times, even as you reduce your workload and make those rough times a little bit easier for everyone else to get through.
Hart (firstname.lastname@example.org) is a translator, technical writer, editor and a senior member of the Society for Technical Communication. He lives in Pointe-Claire, Que., where he works for a forestry research institute as one of those devils.