Information to record
Use these prompts to agree the record for your project. Keep the answers and their source references together; leave an unknown value explicit rather than filling it with an assumption.
- Test screen
- Record dimensions, orientation and zoom settings.
- Long entry
- Choose a realistic lengthy observation.
- Critical controls
- List save, back, map and export actions.
- Field conditions
- Note the lighting and handling conditions tested.
- Problem evidence
- Describe clipping, overlap or unreadable content.
Checks for this task
- Test zoom and text sizing without losing important actions.
- Review a long tree record with the keyboard open.
- Check the exported document separately from its on-screen preview.
A worked example
Illustrative example, not a client case: A short demo note fits on a phone, but a longer recommendation pushes a save control out of view. The tester records the affected screen and repeats the full save-and-reopen sequence after the issue is addressed.
Scope and limits
A single screen check does not establish accessibility compliance or compatibility across all phones.
Use the worksheet
The download contains the prompts and checks above with space for your project notes. It is a plain text document you can edit in a text editor or copy into your project brief. It contains no client information and does not run calculations, import records or change an account.
Continue the workflow
Prepared by Canopy.