Joanna Hofer

Work Intake Form

Case Study: Work Intake Form

The UX Writing and Editing request form consisted of three parts: the instruction section, the resource section, and the form itself.

Writing/editing request form created with Smartsheet

Overview

We wanted to make it easier to track work requests provided to one editor from a department of over 50 people, while also raising visibility of the scope of work editing was able to provide. I used Smartsheet to generate a form that automatically populated a spreadsheet. Upon completion and approval, I added a link to the form to my email footer and to our Confluence site.

RequestCreate way to track, accept, or deny work requests
My RolesWriter, Designer
Timeline1 week
ResultAdoption

Process

  1. Create form using Smartsheet
  2. Survey team for FAQs
  3. Write/add team FAQs
  4. Request testing (3 UX designers, 1 UX writer, 1 manager)
  5. Revise, finalize
  6. Link form to internal site
  7. Link form to email footer
  8. Email form link to team
  9. Add link to form on internal UX Editor Confluence homepage
The form asked users to provide information about their timeline, editing needs, a link to the project, any associated files, a description of the project, whether or not the project had already been through editing, and the stakeholders and subject matter experts.

Second page of UX Writing/Editing Work Intake form

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