Special Instructions

When you create Text, Number, Date, or Multiple Choice fields, you have the option to add Special Instructions to the fields using the toolbox. Special Instructions can help to clarify potentially confusing fields and to ensure that your data is captured correctly. Special Instructions are not necessary for every field, but they can help to ensure that your data is captured most accurately. The best Special Instructions are concise and include an example. 

Special Instructions can be helpful for multiple choice questions, especially when the possible values differ from what is on the original form. For example, in the case below, the Special Instructions, "Mark 1 if the top box is marked and 5 if the bottom box is marked" clarify which number corresponds to which box, since the relationship between the two is not explicit.

Special Instructions are also helpful for coding answers in a specific way. For example, if you want all dates to be written in the XX/XX/XXXX format, then you should include Special Instructions explaining this. Good Special Instructions in this case could be "Write dates in XX/XX/XXXX format." 

If the data you want digitized is messy or potentially difficult to capture, you can include Special Instructions with an example to clarify. For example, we've found the following Special Instructions to be particularly useful when capturing Salesforce IDs: "This will be a Salesforce record ID. It will always be 15 characters. It is case sensitive. Example: p3BS0001202lb2o". 

Special Instructions are also helpful if multiple pieces of data may be visible within a field, but you want to digitize one piece only. Using Special Instructions, you can clarify which piece of data you want captured. For example, if you want to pull only the city from an address field, you should include Special Instructions like "capture City only (Example: Boston, Los Angeles)"