Ensure there is no spelling mistakes in form name and form fields.
Make the user experience better for filling the form by making fields default, and auto-populated. (like the date field should be auto-populated using form script, use auto number).
Fill at least 10 records in each asset form.
Set custom Title and subtitle for each form.
Set list preview for each form.
Set form sequence in the app.
Hide forms that are used in workflows/ will be assigned tasks to specific users.
Make the copy fields read-only.
Make sure all logos are relatable to the form name and app name.
Use created by(creator field) field for prepared by, inspected by, audited by, completed by, etc
Use USA date format (mm-dd-yyyy).
Hide hierarchy forms.
The Time zone should be set as the USA.
Use list filters appropriately.
Disable Adhoc action for task form.
Send an email report with a pdf document to the form creator.
Workflow
Use two email fields one for the creator(referenced) and the second for fixed email.
PDF Report
Keep photo size 200 and min 3 photos in a row.
Keep signature right aligned with creator name(right align) in the same row.
Keep the creation date on the top right corner of the report.
Make sure all heading labels are bold.
Dashboard
Ensure the “Serif Arial” font family and 15 font size is set for each chart. (font style can be changed as per requirement)
Ensure each chart will be looks nice after data filing and use appropriate colors/ color format (Prefer dark/ warm colors. refer https://coolors.co/)
Ensure the tiles/ card chart text is properly set and content is properly visible on the chart
Ensure the title font size looks small than the actual value font size in the card chart/ tiles.
Ensure tiles/ card charts are set up at top of the dashboard.
Ensure all charts are aligned well.
Ensure the same chart type is not used very frequently or very close in the dashboard.
Ensure the same color styles are not used very frequently or very close in the dashboard.
Ensure the pie chart and donut chart will not appear immediately right, left, top, or bottom. Put other charts in between them.
Ensure the same type of bar chart/ stacked chart will not appear immediately right, left, top, or bottom. Put other charts in between them.
Test the dashboard data, if there is any form, and if access permission is applied.
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