Unit 10
Unit 10
Office Forms
UNIT 10 OFFICE FORMS
Structure
10.0 Objectives
10.1 Introduction
10.2 Meaning and Significance of Office Forms
10.3 Designing of Office Forms
10.4 Forms used in an Office
10.5 Internal Office Forms
10.5.1 Accounting Forms
10.5.2 Application Forms
10.5.3 Memorandum Forms
10.0 OBJECTIVES
After studying this unit, you should be able to:
Ɣ know about the meaning of office forms along with its significance;
Ɣ design an office form;
Ɣ distinguish between the different types of internal and external forms
usually used in an office;
Ɣ understand common types of fields used in a form;
Ɣ identify advantages and disadvantages of using forms; and
Ɣ exercise form control.
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Mailing Procedures
and Forms Used in 10.1 INTRODUCTION
Office
We use forms in case we have to open a bank account, apply for admission in
college, submit an application for a job opening, book railway reservation
tickets, submit house tax application etc. Filling forms has become a
fundamental way to obtain information which is crucial for completion of a
task. In every office, forms are used widely to receive and record the desired
information. Forms which are properly designed and filled are helpful not
only to those who fill the information but also to the one who examines the
information. In other words, a perfectly designed form should facilitate users
to fill up quickly the required information with no confusion in mind. In an
office, every department usually designs forms which are unique according to
its functional areas so as to obtain essential but restricted information.
Paper forms (also known as Physical Forms) are forms which are printed on
paper and are filled manually. For example, to perform banking transactions
personally when one visits bank, one has to fill-up required bank forms
manually. However, in the era of paperless office, computer generated form
also called e-form (electronic form) or web form are widely filled to transmit
and receive information in an organization. Format of e-forms resemble
paper forms and have a series of fields which web users need to fill online
with the help of check boxes, radio buttons, text fields etc.It is evident that a
considerable paper work is reduced and speed of operations increased with
the use of e-forms. Due to these reasons, filling of on-line form is always
144 preferred over a paper form.
Office Forms
Activity
a) Fill the Enquiry Form online by using the appropriate links provided by
the organization’s website.
b) Download the relevant enquiry form, fill the same, take a print, scan and
mail to the email address given at the organizational website.
Office forms are the basic tool in the hands of administration as they-
1. Economy: As there is no cost involved in printing, a lot of money is saved. 145
Mailing Procedures 2. Easy Editing: If at any point of time, the format of the forms is to be
and Forms Used in
Office changed according to the information sought, designing of forms is easy.
7. E forms can be e-mailed and, if needed, these forms also help to retrieve
search results from a search engine.
Inventory Department
Stock Items For Condemnation In The Month Of May, 2022
S. Name of Store Name Date of Quantity Unit Total Reasons for Remarks,
No. tool/ Ledger of Purchase in hand Price Amount condemnation if any
equipment Folio Supplier (Rs.)
with No.
specification
Note: This is to certify by the Technical Committee that the all the above tools/equipment
mentioned have been thoroughly inspected and declared unserviceable and, hence,
they may be disposed off.
Thus, the basic purpose of introducing any form should be carefully analyzed
and thorough examining of all the required information in the form is carried
out.
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Mailing Procedures Fixed information and Variable Information
and Forms Used in
Office
Layout of a form used in an office contain two parts viz fixed information
and variable information. Fixed information is that part of information which
is essentially required in a pre-determined serial order. For fixed information,
space is allocated as per the amount of information required (paper form) or
necessary options given for clicking (e form). The information required from
the applicant in a form is termed as variable information. However, it is to be
ensured that every form should facilitate the applicant to understand and fill
the required information against the appropriate columns.
After designing a form, the Office Manager must perform its usability testing.
It helps to locate any flaws still left out and do necessary corrections to
receive exhaustive and accurate information briefly in the best manner
possible.
149
Mailing Procedures There are different types of forms required specific to each department due to
and Forms Used in
Office varied departmental activities in an organization, which include purchase,
production, finance, personnel, research & development, marketing, etc.
Further, some forms are simple and of routine nature and do not require any
sensitive information to be filled in. However, when there are security issues
with some of the information in the forms, great care is exercised while
handling with these forms.
In this section, we will learn about widely used internal office forms viz.
Accounting Forms, Application Forms and Memorandum Forms.
Ɣ Pay Slips
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Office Forms
Common Form Templates
1. Calculation Form
2. Audit Form
The above forms can be customized i.e., we can add a file, upload field,
include our organization’s logo etc.
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Mailing Procedures
and Forms Used in PERFORMA FOR LEAVE APPLICATION
Office
1) Employee Name:
2) Designation:
3) Department /Branch:
4) Type of Leave applied for (Whether Earned Leave/Medical Leave, Half
Pay Leave Maternity leave):
5) Period of Leave:
6) Date since leave is requested:
7) Whether station leave required:
8) Address during leave:
9) Details of last leave:
10) Reasons for leave:
When we collect ‘Personal Information’ from the employees, we may use the
above fields.
Personal Information
Name :
Father’s Name :
Date of Birth :
Address :
Phone :
E mail :
While E-form designing, it is essential to select those type of fields which
have the following features:
Ɣ It should have Minimum number of clicks required to complete the form.
Ɣ It should help the user to understand the next step once the previous one
is completed.
Ɣ There should be a smaller number of optional fields.
Ɣ It should clearly give distinction between essential and optional fields. It
is a practice to use asterisk (*) in red colour to indicate essential fields.
It is always better to split a long form into two or more steps to facilitate the
user while filling the same. In this section, we will discuss Contact Field,
Custom Field, Field Group and Progress Profile.
10.7.1 Contact Field
Contact fields are the most commonly used fields in E-forms, which give
information about the contact details of the appicant such as name and
address viz. street, city, country. Various fields are merged in contact fields
to pre-populate with the information from a contact’s record. Pre-populate
means an answer is pre-selected or has a pre-defined text or numerical value,
when user uses a form.
x Basic Contact Information: First Name, Last Name, Mobile number and
Email Address
x Address Field Group: Address 1, Address 2, City, State or Province, Zip
or Postal Code, and Country
We often come across above Progress Trackers while filling e-forms. 155
Mailing Procedures Check Your Progress B
and Forms Used in
Office
1. What do you understand by the Organizational Forms?
……………………………………………………………………………
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2. Give examples of any four types of Application Forms.
……………………………………………………………………………
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3. Write the various types of input fields.
……………………………………………………………………………
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……………………………………………………………………………
……………………………………………………………………………
4. What do you understand by Progress Trackers?
……………………………………………………………………………
……………………………………………………………………………
……………………………………………………………………………
……………………………………………………………………………
157
Mailing Procedures A careful study of Economic Order Quantity (EOQ) is to be exercised for a
and Forms Used in
Office good system of form control. EOQ is an ideal order quantity of forms which
an office should store at a time so as to reduce the cost of inventory at a
given time. Further, as said, review of available stock levels of forms at
regular intervals are important to dispose-off stock which is obsolete and
undertake up-gradation, if required.
The process of designing forms involves first clarifying the specific needs of
the information to be collected, identifying the information required,
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Office Forms
sequencing the information logically from the user’s point of view (name
followed by contact details and not vice versa) and designing the information
that best meets your needs. Office forms may be for either internal use by the
staff within the organization or for external use by customers/clients or other
outside parties. Internal forms may be Accounting Forms, Application Forms
or Memorandum Forms. Different External Contract Forms include forms
for creditor and customer, order form and purchase order.
A e-form, also called web form has a structured and standardized set of related
user input fields. Input fields allow users to fill in a form. For user inputs,
there are various types of input fields like Text field, Password field, Check
box, Drop-down field, Date pickers and Radio buttons. Contact fields are the
most commonly used fields in forms and give information about the contact
such as their name and address viz. street, city, country.
Many a times, in forms, we need to fill a standard set of fields such as First
Name, Last Name, Email Address and Pin Code. For this purpose, in web
forms, we create pre-configured groups which allow the user to add the fields
at once so that we do not have to recreate the groupings each time we design
a form. Progress trackers (or progress indicators) display progress through a
sequence by breaking it up into multiple logical and numbered steps. They
guide the user through a number of steps in order to complete a specified
task. Only the required and relevant information sought is received and
submitted by receiver and sender respectively. Some of the advantages of
office forms are collection of information is quite convenient as the user
submits the information according to the known format, reduction in clerical
work and more output as there is standardized format to receive information
etc. However, a badly designed form leads to confusion in the mind of user.
Form Control, also called Inventory Control, means optimal procurement,
care and disposition of paper forms, regardless of whether it takes place in a
manufacturing process or an administrative process.
10.11 KEYWORDS
Contact fields: Contact fields are the most commonly used fields in forms
and give information about the contact such as their name and address viz.
street, city, country.
Custom field: Custom field helps a user to have new extra fields to fill in, if
required.
Fixed data: It is that part of information which is essentially required in a
pre-determined serial order. For fixed information, space allocated as per the
amount of information required or necessary option given for clicking.
Form: A form is defined as ‘a format which contains structured and
standardized document having blank spaces for entering information’.
Form Control: Form Control means optimal procurement, care and
disposition of paper forms, regardless of whether it takes place in a
manufacturing process or an administrative process. 159
Mailing Procedures Organizational Forms: These forms are designed specifically to meet the
and Forms Used in
Office needs of day-to-day working within the organization. They facilitate the
management and staff to communicate and provide information speedily.
Progress Trackers: Progress trackers (or progress indicators) display
progress through a sequence by breaking it up into multiple logical and
numbered steps. They guide the user through a number of steps in order to
complete a specified task.
Variable Information: The information required from the applicant of the
form is termed as variable Information.
4. (a) True
(b) False
(c) True
(d) False
(e) True
Note: These questions will help you to understand this unit better. Try to
write answers for them. But do not submit your answers to the University for
assessment. These are for your practice only.
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