Accessible Forms, Questionnaires, and Clinical Documentation Checklist (Self-Paced)

Use this checklist to review and improve the accessibility of forms, surveys, and clinical documents (Word, Excel, PDFs, Qualtrics). You are not expected to fix everything at once.

Start with One Item

☐ I selected one form, questionnaire, or clinical document currently used by learners
☐ I confirmed where it lives (Canvas, Qualtrics, Word/Excel, PDF, external system)

Core Accessibility Requirements

☐ Content is real text (not images of text)
☐ Information is organized using headings, lists, and tables
☐ Instructions are clear, concise, and predictable
☐ The content can be completed using keyboard-only navigation

Clinical Documents (Word / PDF)

☐ Heading styles (H1, H2, H3) are used correctly
☐ Bulleted or numbered lists use built-in list tools
☐ Tables include row and/or column headers
☐ The Microsoft Office Accessibility Checker was run
☐ PDFs are tagged and searchable (not scanned images)

Spreadsheets (Excel)

☐ A clear header row is present
☐ Merged or split cells were avoided when possible
☐ Blank rows/columns and decorative formatting were minimized
☐ Images are placed inside cells, not floating
☐ Color is not the only way information is conveyed

Forms & Questionnaires (Qualtrics / Web Tools)

☐ A brief time estimate is provided at the start
☐ The Back button is enabled (when appropriate)
☐ Auto-advance is avoided unless required
☐ Questions use simple, direct language
☐ Images include alt text
☐ Videos are captioned and audio has transcripts
☐ Survey language is set correctly if not in English

Canvas & Campus Tools

☐ I reviewed content using Pope Tech (if in Canvas)
☐ I used a color contrast checker when needed
☐ I addressed at least one accessibility issue

Know When to Request Support

☐ I know when to contact DRES for accommodation-related requests
☐ I know when to reach out to OFAD for instructional support
☐ I know when to involve CITL / campus remediation resources for complex cases

Wrap-Up

☐ I improved accessibility for at least one form, questionnaire, or document
☐ I feel more confident applying accessibility principles to documentation
☐ I know my next step toward accessible forms and clinical materials

Reminder

Accessible documentation supports equity, clarity, and usability for everyone—not just those with accommodations.