Wayfinding - Series of Forms - Progress Claim

WAYFINDING SERIES OF FORMS PROGRESS CLAIM

Jacinda Dales Student No. 00102104T Typography 2 - Ass2 Presentation 25/08/2017

RESEARCH & DEVELOPMENT JOURNEY > Investigate requirements for series of forms. > Look at designer trends for contract forms. > Look at structure and grid for clear reading. > Sketch design concepts. > Understand visual pathways of the eye.

The target audience for this specific wayfinding project comprises of contract administrators, project managers, accounts departments, receptionists and company owners, we know there is a need for clear forms.

What are the issues? Lack of direction, lack of interest in document, delay in signing, miscommunication and incorrect information submitted are some of the flaws that can be eliminated through a well thought through form.

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RATIONALE - PROGRESS CLAIM > In order to release payment to a supplier for a project, the client must see a Progress Claim. > If the supporting information in the Progress Claim is not clear or easy to understand, the payment will be rejected.

The form will need to steer the person to the primary purpose of the form which is accept the invoice based on the agreed amount.

A strong, concise layout of the supporting information progress claim will foster confidence in the claims authenticity and professionalism of the firm.

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FINAL CONCEPT - PROGRESS CLAIM 31st March 2017

Hutchinson Builders Att: Jack Sutton Contract Administrator 235 Murray St, Hobart TAS 7000

PROJECT: T001 – MYER ICON SPB

RE: Project T001 – MYER ICON

PROGRESS CLAIM 3

Please find enclosed supporting information for Contract #0988944 - PROGRESS CLAIM 3.

ITEM 1

DESCRIPTION p PC#3 SPB - Progress Claim 3 – REV 2

2

Statement of Manufacturing and Payment

3

XYLO Payment of ESC 21.12.16

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AUTHORISED PROJECT CONTACT: J. DALES/ ACCESS SOLUTIONS (TAS) PTY LTD

Yours faithfully,

Jacinda Dales C/O

Claim Number: PC#3 Date: 31st August 2017

JOHN HERMUS Director M: +61 0409 942 914 P: +61 (03) 6229 2476 F: +61 (03) 6229 8622 E: jacinda@access-solutions.com.au W: www.access-solutions.com.au

United Lift Services ABN: 81 082 447 658

M: 0407 844 194 T: (03) 9687 9099 | F: (03) 9687 9094 E: john@unitedlifts.com.au | info@unitedlifts.com.au W: www.unitedlifts.com.au

TAS OFFICE PH: (03) 6229 2476 ABN: 81 082 447 658 NSW Office: Unit 102/93-105 Quay Street, Haymarket NSW 2000 PO BOX K1055, Haymarket NSW 1240 24/7 Emergency call: 1300 161 740 Mobile: 0412 904 421 Email: sarah@unitedlifts.com.au

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VIC Head Office: Unit 3/260 Hyde Street,

QLD Head Office: PO Box 2487,

Yarraville VIC 3013

Noosa Heads, 4567 T: 1300 161 740 Email: kim@unitedlifts.com.au

T: (03) 9687 9099 | F: (03) 9687 9094 W: www.unitedlifts.com.au

LOGO GUIDE

United Lifts is the supplier. This logo must be displayed at center of cover page and to the RHS on all supporting pages.

Access Solutions is the installer of the equipment supplied by United Lifts.

Incorporate the two company theme clours throughout the document.

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FONT & PRINT GUIDE Avenir 55 Roman

The font face Avenir is to be used at 10pt for all text body. It has a clear corporate message, and importantly, it is a highly legible sans serif.

ABCDEFGHIJKLMNOPQRSTUVWZYX abcdefghijklmnopqrstuvwxyz 123456789 Arial Bold

The font face Arial Bold is to be used for all information data at 10pt inside the table.

ABCDEFGHIJKLMNOPQRSTUVWZYX abcdefghijklmnopqrstuvwxyz 123456789 PRINT Paper Size: A4 GSM: 80 Colour: White Whiteness of Paper ( CIE): 160 Certifications: OH&S AS4801, Quality Management AS/NZS

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This form is to be distributed via email in PDF format. It is not to be used as an interactive PDF but should be printed by the receiving user on the specified stock. Laser, ink-jet or photo copier machine is an acceptable method for printing this form.

THEME GUIDE The form border is to have a blue border, double line, 3pt weight and a 24pt border margin from edge of the page.

Headline for the progress claim must be bold, 24pt in capitals.

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COLOUR GUIDE United Lifts company theme colours are to be utilised in the data table header and United Lifts form sign off.

BLUE #1769a9 BLACK #000000

Access Solutions company theme colours have been incorporated into the grey guiding lines throughout the form, cover page font colour and Access Solutions form sign off.

GREY #636466 RED #ee3d4d

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FOOTER TEMPLATE GUIDE Form sign off “Yours faithfully” is to be utilised along with handwritten signature for personality.

“ Yours faithfully,”

Final page on form is to have the authorising company logos and each state head office address, contact number and alternating between email and website as appropiate.

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GRID SYSTEM PAGE ONE Ensure company logo is visible first layer.

PROJECT: T001 – MYER ICON SPB PROGRESS CLAIM 3

Fill in the Project Number, which should be filled in after the colon.

After the Project Number has been identified, state the claim number after the ‘PROGRESS CLAIM’ sentence. Claim number should be in consecutive format commencing from previous submitted claim number.

White space is used to draw your eyes to the next layer below.

Claim Number: PC#3 Date: 31st August 2017

Claim number is reiterated and you must fill in the date after the word “DATE:”. The date is to be in written format with day, month and year.

United Lift Services ABN: 81 082 447 658

The head company issuing the progress form is listed first in the fifth layer with the ABN just below to ensure it is now a legal document.

TAS OFFICE PH: (03) 6229 2476 ABN: 81 082 447 658

The company state office is listed below with the contact number and state ABN.

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GRID SYSTEM PAGE TWO 31st March 2017

Date of claim is reiterated in number format.

Hutchinson Builders Att: Jack Sutton Contract Administrator 235 Murray St, Hobart TAS 7000

Name the address of the receiving company. List the main contact point after the sentence “Att:” and their position in the company.

RE: Project T001 – MYER ICON

For the subject, after “Re:” reinstate the Project number and the name of project in the title line.

Please find enclosed supporting information for Contract #0988944 - PROGRESS CLAIM 3.

ITEM 1

DESCRIPTION p PC#3 SPB - Progress Claim 3 – REV 2

2

Statement of Manufacturing and Payment

3

XYLO Payment of ESC 21.12.16

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AUTHORISED PROJECT CONTACT: J. DALES/ ACCESS SOLUTIONS (TAS) PTY LTD

Yours faithfully,

Jacinda Dales

JOHN HERMUS Director

NSW Office: Unit 102/93-105 Quay Street, Haymarket NSW 2000 PO BOX K1055, Haymarket NSW 1240 24/7 Emergency call: 1300 161 740 Mobile: 0412 904 421 Email: sarah@unitedlifts.com.au

M: 0407 844 194 T: (03) 9687 9099 | F: (03) 9687 9094 E: john@unitedlifts.com.au | info@unitedlifts.com.au W: www.unitedlifts.com.au

VIC Head Office: Unit 3/260 Hyde Street,

QLD Head Office: PO Box 2487,

Yarraville VIC 3013

Noosa Heads, 4567 T: 1300 161 740 Email: kim@unitedlifts.com.au

T: (03) 9687 9099 | F: (03) 9687 9094 W: www.unitedlifts.com.au

In consistent layer grid pattern, the project contact needs to be named in all capitals. Use initial followed by the surname and the company represented.

The signature is preceded by the scanned version of the hand written signature.

C/O

M: +61 0409 942 914 P: +61 (03) 6229 2476 F: +61 (03) 6229 8622 E: jacinda@access-solutions.com.au W: www.access-solutions.com.au

Now we come to the column section. Ensure that the title of each attached document in the progress claim is filled into the respective cells. Note the Item number in the left hand column and the subject line in the second column to the right. The item numbers are not in order of importance.

The healthy left and right hand margin is followed through to the company footer branding below the authorised project contact signature.

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REFERERENCES IMAGE 1 Accessed 25th of August, 2017, http://www.insuranceclaimprocessing. co.uk/real-time-tracking-and-progress-reports IMAGE 2 Accessed 24th of August, 2017, http://www.corrs.com.au/publications/ corrs-in-brief/wa-parliament-passes-governments-proposed-amendments-to-the-construction-contracts-act-2004-wa/ RESEARCH Accessed 25th of August, 2017, http://www.cityofsydney.nsw.gov.au/__ data/assets/pdf_file/0006/216393/Legible-Sydney-Wayfinding-Strategy_ Part1of2.pdf Accessed 24 of August, 2017, http://www.ai.mit.edu/projects/infoarch/ publications/mfoltz-thesis/node8.html Accessed 23rd of August, 2017, http://access-solutions.com.au/ Accessed 21st of August, 2017, http://unitedlifts.com.au/

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PRESENTATION BY: Jacinda Dales Student No. 00102104T Typography 2 - Ass2 25/08/2017