> ## Content Index
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> Use this file to discover other available public pages before exploring further.

# Intake Accessibility Questions Checklist
- URL: https://fieldnotes.tommytruong.com/accessibility-field-guide/intake-accessibility-questions-checklist/
- Published: 2026-07-05T15:50:00.000Z
- Updated: 2026-07-21T03:16:56.000Z
- Description: A quick checklist for spotting accessibility risks while a request is still early enough to shape.
- Author: Tommy Truong
- Tags: Guides, Accessibility, Accessibility Field Guide, Checklist, Intake, Requirements

Use this checklist when a request is new enough that the team can still shape it.

The goal is not to complete a full accessibility review at intake. The goal is to notice the parts of the work that may create accessibility rework later.

If a question does not apply, skip it. If a question reveals risk, turn the answer into a requirement, design note, test note, or review follow-up.

## Quick pass

Use this when you only have a few minutes.

- \[ \] What is the user trying to do?
- \[ \] What could make this hard or impossible for someone to complete?
- \[ \] Is this task required, time-sensitive, or tied to eligibility, payment, identity, records, or access to a service?
- \[ \] Does this involve a form, document, vendor tool, custom interaction, or important decision?
- \[ \] Are error, empty, loading, confirmation, and recovery states part of the work?
- \[ \] Who will check the obvious accessibility issues before formal review?

## User task

- \[ \] The main user task is clear.
- \[ \] The consequence of not completing the task is understood.
- \[ \] Required steps are separated from optional steps.
- \[ \] The team has identified where a user might get stuck.
- \[ \] The work does not assume every user can see, hear, use a mouse, read quickly, remember details, or complete the task in one sitting.

## Forms and inputs

- \[ \] Any forms, fields, uploads, signatures, or data entry steps are identified.
- \[ \] Required fields are known.
- \[ \] Field labels are part of the requirement, not left as an afterthought.
- \[ \] Help text, hints, examples, or formatting rules are identified.
- \[ \] Error messages and correction paths are included.
- \[ \] Review, save, cancel, back, and confirmation behavior is understood.

## Navigation and interaction

- \[ \] New pages, steps, modals, tabs, accordions, filters, menus, or custom interactions are identified.
- \[ \] The expected keyboard path is considered.
- \[ \] Focus behavior is considered when content opens, closes, changes, or submits.
- \[ \] The page or flow has a clear structure.
- \[ \] Users have a clear way to recover if they make a mistake or need to leave the happy path.

## Content and meaning

- \[ \] Instructions are written before the user needs them.
- \[ \] Headings describe the page or section clearly.
- \[ \] Link and button text explain the action or destination.
- \[ \] The work does not rely on color, shape, icon, or position alone to communicate meaning.
- \[ \] Acronyms, policy terms, or internal labels are explained when needed.
- \[ \] Confirmation, warning, and error text is plain enough to act on.

## Documents and media

- \[ \] Any PDFs, documents, spreadsheets, scans, screenshots, images, audio, or video are identified.
- \[ \] The team knows whether the document is required to complete the task.
- \[ \] Fillable or signable documents are flagged early.
- \[ \] Captions, transcripts, alt text, or long descriptions are considered where needed.
- \[ \] The team has considered whether important content should be HTML instead of only a document.

## Vendors and third-party tools

- \[ \] Any vendor product, embedded widget, iframe, map, calendar, payment tool, chatbot, or file viewer is identified.
- \[ \] The team has accessibility documentation or testing information from the vendor.
- \[ \] The team knows what can and cannot be configured.
- \[ \] Ownership is clear if the vendor tool creates an accessibility barrier.
- \[ \] There is a fallback path if the tool blocks some users.

## Review planning

- \[ \] Known accessibility risks are documented.
- \[ \] The team knows what should be checked before formal review.
- \[ \] Review materials will include links, screenshots, test accounts, sample data, and special instructions when needed.
- \[ \] Someone owns follow-up if the review finds issues.
- \[ \] Accessibility findings will be fed back into the team’s requirements, design, development, and QA habits.

## Good output from this checklist

The output should not be a separate accessibility note that gets forgotten.

Use the answers to create or improve:

- acceptance criteria
- design notes
- content requirements
- QA checks
- vendor questions
- review readiness notes
- backlog items

## Related field notes

- [Intake Accessibility Questions](https://fieldnotes.tommytruong.com/accessibility-field-guide/intake-accessibility-questions/)
- [Requirements Checklist](https://fieldnotes.tommytruong.com/accessibility-field-guide/accessibility-requirements-checklist/)
- [Review Readiness Checklist](https://fieldnotes.tommytruong.com/accessibility-field-guide/review-readiness-checklist/)
- [Forms and Labels](https://fieldnotes.tommytruong.com/accessibility-field-guide/forms-and-labels/)
- [Error Messages and Recovery](https://fieldnotes.tommytruong.com/accessibility-field-guide/error-messages-and-recovery/)
- [Keyboard-Only Navigation](https://fieldnotes.tommytruong.com/accessibility-field-guide/keyboard-only-navigation/)

## What to do next

- Save the answers where the team already tracks scope, requirements, or open questions.
- If a risk needs to become acceptance criteria, move to the [Accessibility Requirements Checklist](https://fieldnotes.tommytruong.com/accessibility-field-guide/accessibility-requirements-checklist/).
- If the work includes a form or workflow, check [Forms and Labels](https://fieldnotes.tommytruong.com/accessibility-field-guide/forms-and-labels/) and [Error Messages and Recovery](https://fieldnotes.tommytruong.com/accessibility-field-guide/error-messages-and-recovery/) before build decisions harden.