FREE RESOURCE / FORM REVIEW

A quick review of campus website forms.

Use this checklist when a form is created, changed, or reviewed. It helps start a conversation about what the form asks and where information goes.

Review the form

• Identify the form's owner and purpose.
• Review field labels, help text, placeholders, choices, and hidden fields.
• Ask whether health details, screening questions, identity numbers, or other personal details belong in this request.
• Check required fields and broad text boxes that invite unnecessary detail.
• Identify where answers are stored, emailed, or sent to another tool.
• Review the team's retention rules and any approved exception.
• Test editor warnings and the visitor message before using a blocking rule.
• Record the reviewer, review date, and the next action.

These notes are held only in this page. The site does not save or send them. Print before leaving if you want to keep a copy.

This checklist is a review aid, not a compliance certification. It does not replace your organization's privacy or security review.