Design a page to view status of submitted requests.
About the project
A portal was designed for employees in an organisation to request items or services from their company's service catalogue. This created a need to design a page in the portal that would enable users to check the status of all of their submitted request(s).
Now it requires to design a page for end users to be able to view a list of requests that they submitted either for themselves or on behalf of someone else.
Problem
The main problem to solve here was:
"How would individuals check the status of their submitted requests?"
Requirements
User stories were then created to add some context and checks on the goals for the user.
Some user story examples:
- Need a digital interface for users to check the status of their requests
- Interface needs to be in alignment with an already existing system
- Interface should be capable to read out the different stages of a request
- All of the interactions and elements in the interface should be intuitive to the user
User Stories
- As a user can I check the status of my request?
- As a user can I distinguish between what was requested for me vs what was requested for another person?
- As a user can I contact my approver?
- As a user can I contact the fulfilment team?
- As a user can I view all of the different stages of the submitted request?
The interview format and protocol
Hi (participant),
Thank you for making time to talk to me today. As you might know, we're meeting people like you to understand your the needs and preferences that you believe employees have around the importance of My Request in the existing company request portal.
In our session today, I’ll be asking you general questions around this topic. You don’t have to worry about giving the right answer, because I’m merely interested in understanding your opinions and perspectives. We should take about 30 to 45 min to complete this session.
Please be assured that your comments will remain anonymous, and will only be shared as aggregated responses.
Interview questions
- Do you have any questions for me before we start?
- Participant’s understanding of their role
- To start with, please tell me a bit about your current role and responsibilities.
- Why do you usually navigate to this My Request page?
Check requests - 80%
- How would you describe this web page in one or more words?
All over the place; does the job; need training
- How does this webpage compare with other similar functionality driven web pages like Amazon's My Orders?
User interface of Amazon is much better | More search options in Amazon
- If you were to review this page what score would you give it out of 10?
6
- What do you find most frustrating about this page?
Layout -70% | Navigation and content - 30%
- Overall, how easy did you find this page for checking your request details and status?
Very easy
- If you could change one thing about webpage what would it be and why?
Layout -80% | Notifications - 20%
- Are there any features in this page that you find outstanding?
None
- What do you like best about this page?
Simple
- What do you like least about this page?
Layout/Structure
- Anything else you care to share or get off your chest?
Usually slow
- Would you recommend this page to a friend or colleague? If “Yes” or “No”, Why?
No - "structure of page; speed"
Affinity Diagram
In order to capture the needs and ideas to solve the main problem at hand - 'How would individuals check the status of their submitted requests?
And then around the requirements of:
Primary requirements:
- Need a digital interface for users to check the status of their requests
Secondary requirements:
- Interface needs to be in alignment with an already existing system
- Interface should be capable to read out the different stages of a request
- All of the interactions and elements in the interface should be intuitive to the user
Because it is a known fact that the needs identified by the product owners can be very different from that of the users, this exercise was carried out with some users as well.
Here, I will list a combined view of both diagrams (one with users and one with product owners):
First set of thoughts with the categorisation which followed after all of the thoughts were listed with sticky notes
- Who is the request for
- Goal
- Checking the status of the request
- Goal
- Date of delivery
- Content
- Where does the user start the journey from?
- Navigation
- What level of details will be available for the user to view?
- Content
- Stages of request
- Process
- Approved
- Status
- Approval declined
- Status
- Left a note
- Goal
- Requests from Draft?
- Function
- Copy request functionality
- Function
- Copy request journeyl
- Goal
- Copy request
- Goal
- Copy request for someone else
- Goal
- Fulfilment details
- Content
- Request closure verification (RCV)
- Process
- Request closure verification (RCV) journey
- Goal
- Where would RCV appear?
- Navigation
- More information needed by approval
- Content/Process
- Who can view the information
- Process
- Notifications
- Navigation
- When to serve notifications?
- Process
- Deep linking page from email?
- Navigation
- Which request should be opened by default?
- Process/Navigation
- Information from ITSM -
- Content
- Arranging information from ITSM
- Content
- Request questions and answers
- Content/Navigation
- When the request was submitted?
- Content
- Where would the request submitted date appear?
- Navigation
- Check the request submitted date
- Goal
- In progress
- Status
- When was the request approved?
- Content
- How would the user view the dates that approvers approved?
- Navigation
- What would that look like?
- Content
- Would the approved date and date received by the next approver always be the same
- Process
- When was the request declined?
- Content
- Why was the request declined?
- Content
- Who declined the request?
- Content
- How many approvers are involved in the request?
- Content
- How many have approved so far?
- Content
- How many are yet to approve?
- Content
- Find a particular request
- Goal
- Request ID
- Content
- Items requested in detail
- Content
- Find the names of items requested and the cost
- Goal
- Cost of item
- Content
The above items were then re-arranged in their respective headers.
GOALS
- Checking the status of the request
- Read the note left by approver
- Copy request journey
- Copy request
- Copy request for someone else
- Request closure verification (RCV) journey
- Check the request submitted date
- Find a particular request
- Find the names of items requested and the cost
CONTENT
- Date of delivery
- Fulfilment details
- More information needed by approval
- Information from ITSM
- Arranging information from ITSM
- Request questions and answers
- When the request was submitted?
- When was the request approved?
- What would (date of approval) look like?
- When was the request declined?
- Why was the request declined?
- Who declined the request?
- How many approvers are involved in the request?
- How many have approved so far?
- How many are yet to approve?
- Request ID
- Items requested in detail
NAVIGATION
- Where does the user start the journey from?
- Where would RCV appear?
- Notifications
- Deep linking page from email?
- Which request should be opened by default?
- Where would the request submitted date appear?
- How would the user view the dates that approvers approved?
PROCESS
- Stages of request
- Request closure verification (RCV)
- When to serve notifications?
- Would the approved date and date received by the next approver always be the same?
FUNCTIONS
- Requests from Draft?
- Copy request functionality
STATUS TYPES
- Approved
- Approval declined
- Fulfilment
- Draft status
- RCV
- Request Confirmation Verification
- In Progress
- Completed
Card Sorting
In order to capture the needs and ideas to solve the main problem at hand - 'How would individuals check the status of their submitted requests?
The activity:
9 end users were picked and split into a group of 3. They were then introduced to cards containing phrases obtained from the Affinity Diagram (step 4) (some of them have been illustrated below).
Based on the scenarios outlined below, each group was asked to pick up the most relevant cards pertaining to the scenario at hand - in conjunction with the goals identified from the Affinity Diagram (step 4 - see items under 'goals').