◆ Excel · clean

Form Design

Build a simple data-entry form for investigators to capture case details: include fields for Case ID, Received Date, R…

2heights

6tasks

3roles do it

The same job, four heights

do it · improve it · decide · become

AExecute — “help me do it”Build a simple data-entry form for investigators to capture case details: include fields for…+

Build a simple data-entry form for investigators to capture case details: include fields for Case ID, Received Date, Reporter Name, Allegation, Business Unit, Assigned Investigator, Priority and Next Due; restrict fields with dropdowns where applicable and log each entry to the Case Register.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

BImprove — “do it better”Before rolling the form out to investigators, reduce errors and speed entry: create a…+

Before rolling the form out to investigators, reduce errors and speed entry: create a single-entry form that writes to the Case Register, enforce dropdowns for Business Unit, Status and Priority, validate Received Date and Reporter Name formats, and add an on-submit check that prevents duplicate Case IDs and shows a short confirmation summary for the submitter.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

3 of them

Build a simple form investigators use to capture consistent case details so data entry errors drop and reporting is consistent.

Build a simple form so paralegals can log evidence items consistently without me retyping everything.

Build a daily data-entry form for staff to log crisis interventions so entries are uniform and complete.

Who does this

3 roles

Compliance ManagerLegal AdvisorSocial Worker

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.