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BS EN ISO 9241-143:2012

BS EN ISO 9241-143:2012

$215.11

Ergonomics of human-system interaction – Forms

Published By Publication Date Number of Pages
BSI 2012 108
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This part of ISO 9241 provides requirements and recommendations for the design and evaluation of forms — in which the user fills-in, selects entries for, or modifies labelled fields on, a “form” or dialogue box presented by the system. Often the system then creates or updates the data associated with the form. Form-based entries typically are in the form of typed input (abbreviations, or full names) or selections from available option lists.

This part of ISO 9241 is applicable to forms regardless of the modality in which they are rendered (visual, spatial, vocal). However, much of the guidance is based on a model of visual and spatial relationship.

In addition, this part of ISO 9241 specifies the use of non-text methods for providing forms entries (e.g. list boxes) and pertains to dialogue boxes which utilize form techniques. Guidance is provided on the selection and design of those user-interface elements relevant to forms.

While lists used to enter forms data are covered in this part of ISO 9241, menus which are similar to lists are outside its scope but are covered in ISO 9241-14. Neither is this part of ISO 9241 applicable to the hardware aspects of forms.

NOTE Some of the requirements and recommendations in this part of ISO 9241 are based on Western Language conventions. For other languages, particular requirements or recommendations might need to be modified to fit the readability and/or text input considerations inherent in these languages.

The requirements and recommendations in this part of ISO 9241 are applicable throughout the development process — for example, as guidance for designers during design, as a basis for heuristic evaluation, as guidance for usability testing — and in the procurement process.

PDF Catalog

PDF Pages PDF Title
11 1 Scope
2 Normative references
12 3 Terms and definitions
16 4 Forms
4.1 Selection
4.2 General requirements and recommendations
4.2.1 Form titles
4.2.2 Relationship of form title to application structure
17 4.2.3 Visual coding
4.2.4 Appearance of form elements
4.2.5 Form display density
4.2.6 Complexity
4.2.7 Restricting use of expanded dialogues
4.2.8 Instructions
18 4.2.9 Help
4.2.10 Overview of structure
4.2.11 Use of modal and modeless dialogue boxes
4.2.12 Accessibility
4.2.13 Consistency
19 5 Information presentation
5.1 General
5.2 Layout
5.2.1 Paper document source
5.2.2 No source document
5.2.3 Order of required fields and optional fields
5.2.4 Alphanumeric field alignment
20 5.2.5 Numerical field alignment
5.2.6 Allowable field values
5.3 Names and labels
5.3.1 Consistency
5.3.2 Naming elements and groups of elements
5.3.3 Label visual design
5.3.4 Differing label lengths
21 5.3.5 Similar label lengths
5.3.6 Label placement for search tasks
5.3.7 Consistent label positions
5.3.8 Label position for check boxes or radio buttons
5.3.9 Labels for screen reader use
5.3.10 Groups of fields
22 5.3.11 Multiple instances of fields in a matrix
5.3.12 Descriptive field labels
5.3.13 Distinctive field labels
5.3.14 Consistent labels
23 5.3.15 Symbols or units
5.3.16 Initial upper-case letter for field labels
5.3.17 Implicit designator for elements
5.3.18 Multiple pages
5.4 Visual cues in fields and forms elements
5.4.1 Design considerations
5.4.2 Fields with fixed length entry
24 5.4.3 Fields with maximum length
5.4.4 Representation of optional and required entries
5.4.5 Inform on representation used to distinguish between required and optional entries
25 5.4.6 Modifiable versus non-modifiable fields
5.4.7 Cues for entry format
5.4.8 Cues for push buttons
5.4.9 Cues for expanding dialogues
5.4.10 Cues for contracting dialogues
6 Interaction
6.1 Navigation
6.1.1 Method
26 6.1.2 Movements among fields
6.1.3 Quick access
6.1.4 Return to initial field
6.1.5 Record cycling
6.1.6 Pointing device and multiple forms
6.1.7 Conditional navigation
6.2 Navigation by tab keys and scrolling
6.2.1 Tab keys or equivalents
6.2.2 Completely filled-in fixed-length fields
27 6.2.3 Mutually exclusive fields
6.2.4 Form sections
6.2.5 Backwards tabbing
6.2.6 Forward wrapping
6.2.7 Backward wrapping
6.2.8 Field scrolling
6.2.9 Scrolling by pages
6.3 Input focus and cursors
6.3.1 Keyboard focus
28 6.3.2 Cues for keyboard focus
6.3.3 Initial focus position
6.3.4 Initial placement of the text cursor
6.3.5 Replacement of text in a field
6.3.6 Indirect regaining of keyboard focus
29 6.3.7 Regaining focus by clicking in a field
6.3.8 Indicators and cursor for multiple selection
30 6.3.9 Indicator for single selection
31 6.4 Input
6.4.1 Considerations
6.4.2 Minimize cursor movement
6.4.3 Input device independency
6.4.4 Pointing devices
6.4.5 Switching between input devices
32 6.4.6 Incomplete text entry field
6.5 User control
6.5.1 Changes or corrections
6.5.2 Immediate processing of user input
6.5.3 Identifying and locating errors
6.5.3.1 Multiple fields
6.5.3.2 Dependencies
6.5.4 Re-entering data
33 6.5.5 Disabled areas
6.5.6 Easy transmission
6.5.7 User control information
6.5.8 Dismissing dialogue boxes
6.5.8.1 Single actions
6.5.8.2 Multiple actions
34 6.5.8.3 Single and multiple actions
6.5.9 Temporary save
6.6 Feedback
6.6.1 Information needed
6.6.2 Typed-in character echoing
6.6.3 Cursor position and visibility
6.6.4 Pointer position
6.6.5 Focus indicator
35 6.6.6 Field errors
6.6.7 Transmission acknowledgment
6.6.8 Database changes
6.7 Access to forms and dialogue boxes
6.7.1 Access mechanism
6.7.2 Direct form access
6.7.3 Movement between forms
6.7.4 Hierarchical level movement
6.7.5 Returning to the initial form
36 6.7.6 Forms in a windows environment
6.7.7 Default form
6.7.8 Property dialogues
37 6.8 Default values
6.8.1 Field default values
6.8.2 Choice of system default values
6.8.3 User configured defaults
6.8.4 Return to system defaults
6.8.5 Defaults in previously opened dialogue boxes and forms
38 6.8.6 Editable default values for text fields
6.8.7 Default values for a group of radio buttons
6.8.8 Default values for a group of check boxes
6.9 Default actions for forms elements
6.9.1 Default actions
6.9.2 Number of default actions
6.9.3 Activation of default action
39 6.9.4 Safe default actions
6.9.5 Cues for default action
6.9.6 Default actions in multi-field dialogues
40 6.9.7 Default actions in simple dialogues
7 Validation
7.1 Singlefield validation
7.2 Multiplefield validation
8 Choice of form elements
8.1 Accessibility of form elements
8.2 Choice considerations
41 8.3 Push buttons
8.4 Toggle buttons
8.5 Text entry fields
42 8.6 Radio buttons
8.7 Check boxes
43 8.8 Stepper buttons
44 8.9 Singleselection list boxes
8.10 Multipleselection list boxes
45 8.11 Pop-up/drop-down list
46 8.12 Combination boxes
47 8.13 Singleselection hierarchical lists
48 8.14 Multipleselection hierarchical lists
8.15 Analogue form elements (slider, rotary dials and equivalents)
49 8.16 Tabbed form elements
9 Form element design
9.1 Alphanumeric text entry
9.1.1 Justification of entries
9.1.2 Leading zeros
50 9.1.3 Multiple lines
9.1.4 Mutually exclusive fields
9.1.5 Interdependency rules
9.1.6 Text entry field area
9.1.7 Numeric entry field area
51 9.2 Choice
9.2.1 Choice categories
9.2.2 Limited choice options
9.2.3 Discriminable visual cues
9.2.4 Push buttons (Screen buttons)
9.2.5 Groups of radio or toggle buttons
9.2.6 Multiple binary state settings
52 9.2.7 Layout of radio buttons and check boxes
9.2.8 Use of check boxes for multiple objects
9.3 List-based elements for choice
9.3.1 Types of listbased elements
9.3.2 Fields with text and listbased elements
53 9.3.3 List elements that include a text field
9.3.4 Non-scrolling or scrolling lists
9.3.5 Hierarchical list elements
54 9.3.6 Multiple column lists
9.3.7 Cues for single or multipleselection list boxes
9.3.8 Selection of all items in a list
9.3.9 Cues for type of multiple selection
9.3.10 Mechanisms for multiple selection
55 9.3.11 De-selection in multipleselection lists
9.3.12 Quick de-selection access in multipleselection lists
9.3.13 Range selection in multipleselection lists
9.3.14 Quick access for list boxes
9.3.15 Combination boxes
9.3.16 Stepper buttons
56 9.4 Tabs
9.4.1 Use
9.4.2 Logical sequence of tabs
9.4.3 Preservation of ordering
9.4.4 Rows of tabs
9.4.5 Alternatives to rows of tabs
57 9.4.6 Vertically displayed tabs
9.4.7 Visual cues in tab elements
9.4.8 Hierarchies of tabs
9.4.9 Push buttons in a dialogue box for a single tab
58 9.4.10 Push buttons in a dialogue box for all tabs
9.5 Scroll bars
9.5.1 General design considerations
9.5.2 Presentation
9.5.3 Meaningful units
9.5.4 Upward scroll button
59 9.5.5 Downward scroll button
9.5.6 Right scroll button
9.5.7 Left scroll button
9.5.8 Scroll box
9.5.9 Scroll shaft
9.5.10 Cues for scrolling availability
60 9.5.11 Cues for information to be scrolled
9.6 Push buttons and tool palettes
9.6.1 Cues for scope of action for push buttons
9.6.2 When to use tool palettes
9.6.3 Regaining tool palette space
9.6.4 Alternative access to functionality
9.6.5 Separation of objects and actions
61 9.6.6 Cascading palettes
9.6.7 Keeping cascading tool palettes open
9.6.8 Closing cascading tool palettes
9.6.9 Position of tool palette
9.6.10 Customization of tool palettes
9.6.11 Context-sensitive help
62 10 Conformance

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BS EN ISO 9241-143:2012
$215.11