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Transcript of Heuristic Review
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Insurance Services Site Heuristic Evaluation
Version 1Published October 20, 2011
Created by Neil Tenzer
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Outlines the results, review and recommendations
o a site evaluation and usability review o the
Insurance Services site.
Heuristic Evaluation
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Executive Summary
Introduction
This section outlines the results, review and recommendations o a site
evaluation and usability review o the Insurance Services site. Appendix I to this
document is a compilation o the notes taken during the site evaluation and
usability review by the expert reviewer.
This brie provides the ollowing inormation:
1. Findings A synopsis o the fndings rom the site evaluation and the
usability review, including comments, concerns and questions or the issues
encountered.
2. Recommendations The changes that the expert reviewer advises are
necessary to improve the user experience o the Insurance Services site.
MethodologyDuring the course o the site evaluation and usability review, the expert reviewer
navigated through the site as a regular user would. The purpose was to interact
with each part o the site and gain a better understanding o the task and
navigation ow a visitor would be required to navigate.
This evaluation and document are based on an expert usability analysis o the
Insurance Services site. Being that this review took place using static screens,
knowing the location per clicking the links cannot be determined at this time.Ater compiling and reviewing these results, recommendations have been
provided, based on experience and training, which will resolve the main issues
outlined in this document. These recommendations are general to the site and
may not apply to every page. For page specifc details, please review.
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Executive Summary - Results
Results
The Insurance Services wire rame document provided a high-level overview
o the site redesigned in the standard. The wire rame document
allowed the team to get usability eedback beore the site was coded. This
is a good practice o the User Centered Design methodology and should be
encouraged throughout the design process.
The Insurance Services redesign: Demonstrated a basic level o standard knowledge.
Properly applied the Dashboard template.
Used the Wizard template to make a complex process easier or users.
The heuristic review identifed 2 key issue areas: Standard issues and
Usability issues. Below is the summary o the issues.
Issue Area # of Issues Found
Standard 53
Usability 27
Total Issues 80
Standard Issue Break Down
# o Issues Found 53
# o Duplicate Issues Found 44
# o Duplicate Occurances 10
Usability Issue Break Down
# o Issues Found 27
# o Duplicate Issues Found 16
# o Duplicate Occurances 6
During the review process, some issues were identifed as spanning multiple
pages and when addressed could allow or easy fxes that would increase the
overall usability and positive user experience o the site.
Page Titles - Rename the page titles to names that provide meaning and
context to the user. Use the correct text and design style.
Icon Usage - Use standard icons and place them in the correct
designated areas. When icons are used in tables and grids, provide legends sousers can quickly glance to fnd the meaning.
Page Editing - Allow users to edit pages on page entry. Use the correct
page edit orm template.
Messages - Use the correct message type that correlates to the provided
message text.
Filter/Search Area - Remove the Filter By area on the let. Incorporate the
inormation into the main Filter/Search area per the standard. Address - Use the standard address pattern.
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Global Elements & Styles
Global Elements
The top-level icons (Preerences, Support, Log Out, Message Center,Calendar, Profle, and Search) need to be updated per the
standards.
The About link should be removed rom the ooter.
Styles All text styles need to be updated per the standards. This
includes, but is not limited to:
- Section Headers (incorrect ont)
- Field labels (incorrect ont, not bold, no colon)
- Links
- Search/Filter Container
- Pagination control
- In line messages (Confrmation, Warning, etc.)
- Tabs
(R)Evolution Form
Search/Filter Container
In line Confrmation Message
Banner
Portlet Actions
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Outlines the conclusions reached ater examination o
the Insurance Services site and courses o action.
Findings &
Recommendations
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Dashboard
Findings
The role selector, displayed next to the name in the banner, is a component
that is no longer supported by standards.
The Support eature exists both as a portlet on the Dashboard Home page,
as well as a link to an expanding window up in the main banner.
A vertical scroll bar displays in the People portlet.
The Client Profle portlet name does not speak to the client. The client
would never reer to themselves as a client.
The Alert icon used in the People and Certifcate portlets is not supported
by the standards.
Recommendations
Navigating between roles is provided via the mega menu. Based on
the users login credentials, the mega menu will contain dierent menu
structures that support the roles the user can access.
Remove the Support portlet as it does not need to be duplicated. The
Support link is a global component and should contain all o the same
inormation.
The amount o rows displayed in the grid should ft within the constraints
in the portlet. When additional data rows do not ft, display a view all link at
the bottom o the grid.
The links on the Dashboard page should open into ull portlets within the
specifc mega menu tab as it pertains to them.
Rename Client Profle to Company Profle or My Company in all
instances in the application.
Reerence the standards on accepted icons and how to use
icons appropriately. Legends should be provided at the bottom o grids
when icons or colored text is used.
Figure 1. Insurance Services Dashboard Home Page
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Client Profile
Findings
The standards does not support the appearance o the our
icons in the right area o the central object.
Three o the our icons displayed in the central object are not supported by
the (R)Evolution standards.
The central object should contain more inormation than the company
name.
All felds should be editable upon entry o the page.
The Account Activity/History section is conusing on the page level context
as well as taking up screen real-estate.. How much history is shown? Will it
scroll?
The placement o the Edit buttons does not ollow the
standards.
Incorrect feld label layout and usage (i.e., Home Address and E-mail).
The Address ormat does not ollow the standard.
Recommendations
Remove the icons rom the central object and place them at the portlet
level (in the portlet header) in an Action icon. The Action icon will contain
links to export to PDF, export to excel, export to e-mail, and print.
Remove the central object rom the page. Put the name o the company on
the page in place o the General Ino heading.
For the Company Details: Remove the Edit button and have all o the felds
editable upon entry o the page.
For the Authorized Contacts: Remove the Edit button and allow or the rows
to become editable when clicked.
Provide Add and Delete icons above the Authorized Contacts grid or theadding and deleting o contacts.
Figure 2. Insurance Services Client Profle
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Client Profile (contd)
Add Save and Reset buttons on the page to support the editable page. The
buttons should be placed at the bottom let o the page in the ollowing
order: Save and Reset. The buttons should be placed 40 px rom the last UI
element on the page and 10 px between buttons.
Remove Account Activity/History section rom the page. There are 2
recommendations to resolve the issue.
1. Place a link titled History in the portlet action icon. The History link
should open a light box window containing the History inormation.2. Place it in context o a history task ow in another area o the menu.
Follow the standard address entry ormat.
Follow the standard e-mail entry ormat.
Figure 3. Insurance Services Client Profle
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Employee Search
Findings
The page title is not needed on this page. The inormation it is containing is
not appropriate or a page title.
The let side Refne by Plan component is not a standard flter ormat .
The Alert icon used in the grid is not supported by the
standards.
There is no way to view the masked inormation.
The column header Classifcation is conusing. Its inormation has the
same ormat as SSN.
Recommendations
Remove the page title. The inormation it contains is displayed as part o the
pagination control that is placed over the grid.
Use the central object background or the Filter area.
Remove the let side Refne by Plan flter component and add the
inormation as part o the standard flter component that is over the grid.
Reerence the standards on accepted icons and how to use
icons appropriately (i.e. , provide y over text or add a legend). Legends
should be provided at the bottom o grids when icons or colored text is
used.
Add a Reveal link above the grid. This control allows users to see the masked
inormation or a 10 second period o time beore switching back to the
masked ormat.
Rename the Classifcation column header to Social Security Number or
SSN.
Rename the portlet name & bread crumb to Employee Profle.
Figure 4. Insurance Services Employee Search
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Employee Details
Findings
The standards does not support the appearance o the our
icons in the right area o the central object.
Three o the our icons displayed in the central object are not supported by
the standards.
The central object should contain more inormation than the company
name.
All felds should be editable upon entry o the page.
The Account Activity/History section is conusing on the page level context
as well as taking up screen real-estate.. How much history is shown? Will it
scroll? The Approved icon used in the History area are not supported by the
standards.
The placement o the Edit buttons does not ollow the
standards.
Incorrect feld label layout and usage (i.e., Home Address).
The Address ormat does not ollow the standard.
SSN masking lacks consistency between pages (Employee Details masks all
but the last 4 digits and Employee Search masks all digits) and there is no
way to view the masked inormation.
The portlet name and ending bread crumb trail should not be theemployees name.
The placement o the Submit and Cancel buttons do not belong in the
wizard bar as this page is not part o a wizard.
Recommendations
Remove the icons rom the central object and place them at the portlet
level (in the portlet header) in an Action icon. The Action icon will contain
links to export to PDF, export to excel, export to e-mail, and print.
Remove the central object rom the page. Put the name o the employee on
Figure 5. Insurance Services Employee Details
Figure 6. Insurance Services Employee Details - Edit Mode
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Employee Details (contd)
Figure 7. Insurance Services Employee Details
the page in place o the General Ino heading.
Remove the Edit button and have all felds editable upon entry o the page.
- The SSN & Employee ID felds should show inormation as masked in the
text entry box. When the user clicks into box to add or edit, the masked
inormation will change view so you can see what you are entering. When
leaving the feld the inormation will return to the masked state. The Reveal
link should appear to the right o the text entry box.
- Change the Submit button to a Save/Save & Exit combo button. ClickingSave saves the inormation and the user stays on the page. Clicking Save
& Exit saves the inormation and brings the user back to the Employee
Search page. The Cancel button cancels all inormation entered rom the
last saved state and brings the user back to the Employee Search page. The
buttons should be placed at the bottom let o the page in the ollowing
order: Save combo button and Cancel. The buttons should be placed 40 px
rom the last UI element on the page and 10 px between buttons.
Add a Reveal link next to the Employee ID and SSN felds. This control allows
users to see the masked inormation or a 10 second period o time beore
switching back to the masked ormat.
Remove Account Activity/History section rom the page. There are 2
recommendations to resolve the issue.
1. Place a link titled History in the portlet action icon. The History link
should open a light box window containing the History inormation.
2. Place it in context o a history task ow in another area o the menu. Follow the standard address entry ormat.
Decide on how the product is going to mask SSN (mask all but last 4 digits
or mask all digits) and use the masking rule consistently throughout the
product.
Rename the portlet name to Employee Profle as the portlet name should
never be the detail o the object you are on.
Change the ending bread crumb to Employee Profle as it should nevershow the detail o the object you are on.
Figure 8. Insurance Services Employee Details - Edit Mode
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Employee Details - Confirmation
Figure 9. Insurance Services Employee Details Confrmation
Findings
The use o the Hide link in the Confrmation message is not supported by
the standards.
The highlighting o any updated/changed inormation is not part o the
standards.
Recommendations Remove the Hide link rom the in line message. Reerence the
Standard or specifc inormation on in line messages.
Remove any green highlights representing updates/changes.
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Employee Details - Family Members
Figure 10. Insurance Services Employee Details - Family Members
Findings
Inormation in the Family Member section does not ow well. Dependent
Inormation is mixed with Beneft inormation and is conusing. Is the user
adding a dependent? Are they adding a dependent to a beneft plan?
All felds should be editable upon entry o the page.
The placement o the Submit and Cancel buttons do not belong in the
wizard bar as this page is not part o a wizard.
Family Member title is misleading. Most beneft plans allow employees to
cover dependents other than amily members (example: Domestic Partner,
etc.).
The use o the secondary central object is not necessary.
The sub header General Ino & Plans is not needed.
The Add Family Member button does not ollow the standard
button naming convention.
Text box entry o Relationship and Gender allows or not standard naming
conventions and could allow or database conusion especially when
sending inormation to carriers.
Recommendations
Remove the Family Members section and redesign the inormation so that
it is clear that users are adding dependents and enrolling in beneft plans. Itis recommended to break the inormation into 2 tabs Beneft Elections and
Dependent Inormation.
(example)
Beneft Elections Tab - Use this tab as a Summary o all the Beneft Electionsthe employee has made. It is suggested to place the inormation in a grid
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Employee Details - Family Members (contd)
Figure 11. Insurance Services Employee Details - Family Members - Edit Mode
that displays the Beneft Area, Beneft Plan, Covered Individuals, Employee
Price, and Employer Contribution. Clicking on the Beneft Area link will
allow the user to enroll/change the plan (i.e., Aetna, Horizon, etc.) and cover
dependents. This page would allow the user to show Employee elections as
well as dependent coverage.
Dependent Inormation Tab - Use the CRUD model to add, update and delete
dependents. Include a reveal link above the grid
to reveal the SSN and DOB inormation. When clicking on the Add button orEdit link users will be taken to a dierent page or pop up depending upon
the amount o inormation needed. Grid order o column headers should be
check box, First Name, MI, Last Name, DOB, SSN, Relationship, Gender. First
Name will be a link to open the edit page.
Relationship and Gender felds should use drop down selection o a
standard data set.
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Download Page
Figure 12. Insurance Services Document Download
Findings
An in line Warning message is not the correct message type.
The placement o page content diminishes the importance o certain
inormation (i.e., Request ID).
The Submit and Cancel buttons are conusing. The placement o the Submit
and Cancel buttons do not belong in the wizard bar as this
page is not part o a wizard. What happens when a user click Cancel? Howdo users access the documents to download again? Are the submitted
changes still saved?
The green check icon used or document download complete is the
incorrect use o the Confrmation icon. What starts the
download process? What do the document name links do?
Standard does not provide a widget or displaying download
progress in a bar.
Recommendations
Instead o a ull page, place the inormation into a light box pop up with an
OK button and Cancel link. The OK button should become enabled once the
user downloads all o the documents.
Replace the Warning message style with an Inormation message, and
remove the Next Steps: text in the message.
Reorder inormation on the page. Place the Request ID under the in line
message ollowed by the instructional text, address and download box area.
Provide a Download button next to each document. The Download
button could then change to show the standard processing
(downloading) message with a spinner. The button would go away once the
download is complete.
Unless the links open to the actual documents, remove links rom
document names.
Change download complete icon to the Standard check icon.
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Download Alert
Figure 13. Insurance Services Download Alert
Findings
The message text is not alert necessary.
The OK button name is not standard.
Recommendations
Remove the alert altogether nor is it necessary to inorm the user o this
inormation multiple times.
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Employee Details - Family Members Confirmation
Figure 14. Insurance Services Employee Details - Family Members Confrmation
Findings
An in line Warning message is not the correct message type.
The use o the Hide link in the Confrmation message is not supported by
the standards.
The highlighting o any updated/changed inormation is not part o the
standards.
The Alert icon and Approved icon used in the History area are not
supported by the standards.
Recommendations
Use the standard Confrmation Message.
Remove the Hide link rom the in line message. Reerence the
Standard or specifc inormation on in line messages.
Remove any green highlights representing updates/changes.
Reerence the standards on accepted icons and how to use
icons appropriately (i.e. , provide y over text or add a legend). Legends
should be provided at the bottom o grids when icons or colored text is
used.
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Policies
Figure 15. Insurance Services Policies
Findings
The Help icon is not supported or use within a tab.
The page title is not needed on this page. The inormation it is containing is
not appropriate or a page title.
There is no way to view the masked inormation.
The Alert icon used in the grid is not supported by the
standards.
The link in the Status column is conusing.
Can policies be added and/or deleted rom the grid?
Policy Number link is conusing. Does it reveal the Policy Number?
Recommendations
Use a single Help icon or all inormation on this page and place it in the arright o the portlet header.
Remove the page title. The inormation it contains is displayed as part o the
pagination control that is placed over the grid.
Reerence the standards on accepted icons and how to use
icons appropriately (i.e. , provide y over text or add a legend). Legends
should be provided at the bottom o grids when icons or colored text is
used.
Add a Reveal link above the grid. This control allows users to see the masked
inormation or a 10 second period o time beore switching back to the
masked ormat.
The Status link should be moved into a separate column with a column
header that clarifes what the links represent.
Remove the Policy Number link. Have the Carrier Name link open up a
page/pop up containing additional inormation that is associated with the
record.
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Certificates
Figure 16. Insurance Services Certifcates
Findings
The page title is not needed on this page. The inormation it is containing is
not appropriate or a page title.
The button to create a new certifcate does not ollow the
standard Add New button ormat. Can Certifcates be deleted rom the
grid?
The let side Refne component is not a standard flter ormat .
The Alert icon used in the grid is not supported by the (R)Evolution
standards.
Recommendations
Remove the page title. The inormation it contains is displayed as part o the
pagination control that is placed over the grid.
Replace the New Certifcate button with the standard Addicon. Fly over text displaying Add New Certifcate can be added to provide
urther inormation.
Remove the let side Refne flter component and add the inormation as
part o the standard flter component that is over the grid.
Reerence the standards on accepted icons and how to use
icons appropriately (i.e. , provide y over text or add a legend). Legends
should be provided at the bottom o grids when icons or colored text isused.
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Create New Certificate - Step 1
Findings
Help Icon Placement is not Standard.
Does the user really need to identiy the number o certifcates being issued
in this step? It may make more sense to place it on the Recipient Ino Step
(step 2).
Recommendations Place the help icon to the right o the text feld, check box, drop down, etc.
Remove the Number o Certifcates feld. This will help in the Step 2
redesign. Reer to page 23 or the Step 2 redesign to see how the new
design handles adding multiple certifcates.
Figure 17. Insurance Services Create New Certifcate - Step 1
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Create New Certificate - Step 2
Figure 18. Insurance Services Create New Certifcate - Step 2
Findings
Page Title is not the Standard Wizard Title ormat.
The Address ormat does not ollow the standard.
Bar lines separating check box responses is not standard.
Let hand navigation is not standard or Wizards.
It is not clear as to which certifcate the user is flling out the inormation or. Waiver Inormation gets lost within the wizard scrolling area and
inormation pertaining to the selected waiver option alls below the page
old. Users can easily move to the next step without seeing the additional
felds.
Date text feld is not Compliant.
Italic text at the bottom o the waiver section gets lost.
Selection o company in combo button is not standard.
Recommendations
Follow the standard Wizard Page Title ormat o Step 1 o 3:
.
Follow the standard address entry ormat.
Remove bar lines around the check box responses or Send Copies to: *
text feld.
Remove the let hand navigation area. Redesign the inormation so that it
is clear to users which certifcate number they are entering inormation or
and so the waiver section does not get lost.
It is recommended that this page should use the ollowing
components.
- Instructional text that notifes the user that they can only enter up to 5
certifcate holders within the grid.- CRUD Grid on page. Initial grid would have add button with the ollowing
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Create New Certificate - Step 2 (contd)
grid columns: Holder Name and Waiver.
- Clicking the Add button would open a light box pop up containing 2 tabs:
Certifcate Holder and Waiver.
- Light box pop up should have a Done button with Cancel and Add
Another Links. Clicking Add Another would save the inormation entered
and clear the orm so the user can add another Certifcate Holder.
- Certifcate Holder tab should contain all inormation up to the Waiver
section.- Waiver tab should contain the 3 waiver options with subsequent
inormation pertaining to each radio button option. Subsequent
inormation should not appear in a grey background. It should just appear
on the page as per the progressive disclosure model.
- Add an Inormation Message under the radio buttons when the user
selects option Waiver o Subrogation. The inormational message would
contain the italicized text at the bottom o the Waiver o Subrogation
section.
Remove the Company Combo button next to the greeting in the banner.
Users can select companies by using the search area in the banner area.
Figure 19. Insurance Services Create New Certifcate - Step 2
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Create New Certificate - Step 3
Figure 20. Insurance Services Create New Certifcate - Step 3
Findings
Page Title is not the Standard Wizard Title ormat.
Field level help is not in the proper location and not necessary or two felds.
Recommendations
Follow the standard Wizard Page Title ormat o Step 1 o 3:
.
Remove feld level help and provide a single help icon in the top right
corner o the page.
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Create New Certificate - Confirmation
Figure 21. Insurance Services Create New Certifcate - Confrmation
Findings
Confrmation does not belong on its own page within a wizard. It is
conusing to click on Done only to have to click Done again to really
complete the wizard.
Request/Ticket number is lost on the page. It should be in a more
prominent place.
Recommendations
Remove this page. Clicking the done button on Step 3 should navigate the
user to the Certifcates page. Place the in line confrmation message at the
top o the grid on the Certifcates page.
In line Confrmation message should display the Request/Ticket number
frst. Then tell the user about ADP needing to review the request and that a
message will be e-mailed and sent to the message center.
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Reports
Figure 22. Insurance Services Certifcates Reports
Findings
The page title is not needed on this page. The inormation it is containing is
not appropriate or a page title.
The let side Filter by Plan component is not a standard flter ormat .
Tabbed report types are not needed. Users should be able to select report
at a higher search level.
The Help icon is not supported or use within a tab.
Recommendations
Remove the page title. The inormation it contains is displayed as part o the
pagination control that is placed over the grid.
Use the central object background or the Filter area.
Remove the let side Filter by Plan flter component and add the
inormation as part o the standard flter component that is over the grid.
Remove tabs on the page. Redesign the search to use one main flter central
object. Users will be able to select a report type and then refne the flter
criteria through the selected reports associated plan check boxes. Check
boxes under the selected Report Type are enabled.
(Example)
Use a single Help icon or all inormation on this page and place it in the ar
right o the portlet header.
I S i Si H i i E l i
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Provides inormation on UI Patterns and
links on standard inormation.
UI Patterns &
Helpful Links
I S i Sit H i ti E l ti
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Address
Figure 23. Standard Address Pattern
Pattern Details
Address Fields shall be displayed with Country frst. The selection o country
will drive the felds that will display below or the address ormat. Example:
Choosing Canada will change the felds to the ollowing ormat.
Country:
Address:
City:
Province:
Postal Code:
City is the revit.orm.search widget and will work as ollows:
User can type in the state. As the user types the results will be fltered. Results
will display City and State. Upon selection o the city, State will populate.
Generic Format:
The country drop down will also have an option or a generic ormat or address
called other. Selecting the other option will present the user with the address
inormation and the user selects i it is a state, province, or region and ZIP Code
or Postal Code.
Use My Address:
This is used when the users address is in our data base and we are asking the
user to fll out address inormation (example - we need to collect dependent
address, user can select use my address i the dependent address is the same as
the users).
Checking the Use my address check box will present the users address as read
only inormation.
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Email
Figure 24. Standard Email Pattern
Pattern Details
Email shall be displayed with a deault option o Personal and User or
notifcations selected with the ollowing options in the drop down feld name:
Personal
Work
Other
Once a user has completed the email entry, the user has the option to add an
additional email by clicking Add Another. When Add Another is clicked a new
email drop down feld and text entry will appear.
Users can delete the additional email by clicking on the grey x icon to the let o
the additional email feld.
On page validation (i.e. Save) when no values or duplicate values are entered
display an error message.
General Rules:
When adding additional email addresses the page content that alls below the
email section will be pushed down.
When removing email addresses the page content that alls below the email
section will move up.
Email Type [Drop Down] - Personal is the deault option in the drop down.
Product teams can add additional options per the business requirements and
can change the deault option i needed.
Add Another [Link] - clicking the add another link will present the user with an
additional email address text feld and drop down box. The user will then select
the email type. Depending upon business rules users may or may not enter
more than one email address type.
Remove Email Address [Icon Button] - clicking the (x) icon located to the let o
the email type drop down will remove the email address entry. Users may not
delete all email addresses. They must always have 1 email type drop down andtext entry box.
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Phone Number
Figure 25. Standard Phone Number Pattern
Phone number felds should be long enough or any international phone
numbers. In some areas o the world, the local phone number can be 12 digits
long.
Reserve space or the area code and the country/region code, too.
Field or Extension or PIN is optional.
General Rules:
When adding additional phone numbers the page content that alls below the
phone number section will be pushed down.
When removing phone numbers the page content that alls below the phone
number section will move up.
Phone Number Type [Drop Down] - Home is the deault option in the drop
down. Product teams can add additional options per the business requirements
and can change the deault option i needed.
Add Another [Link] - clicking the add another link will present the user with
an additional phone number text feld and drop down box. The user will then
select the phone number type. Depending upon business rules users may or
may not enter more than one phone number type.
Remove Phone Number [Icon Button] - clickin the (x) icon located to the let o
the phone number type drop down will remove the phone number entry. Users
may not delete all phone numbers. They must always have 1 phone number
type drop down and text entry box.
Pattern Details
Phone Number shall be displayed with a deault option o Home with the
ollowing options in the drop down feld name:
Home Fax
Mobile Pager
Work Other
Once a user has completed the frst phone number entry, the user has the
option to add an additional phone number by clicking Add Another. When
Add Another is clicked a new phone number drop down feld and text entry
will appear.
Users can delete the additional phone number by clicking on the grey x icon to
the let o the additional phone number feld.
On page validation (i.e. Save) when no values or duplicate values are entereddisplay an error message.
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Messages & Feedback
Figure 28. Standard Modal Message Pattern
Pattern Details
Messages are divided into three categories. A message may be inline within the
page or may generate a separate page or dialog.
Modal Messages - Inormation message, Warning message (Confrmation
dialog), Confrmation message, Error message, In-progress Indicator
Inline Messages - Error message, Confrmation message, Inormation message,
Alerts and Warnings, In-progress Indicator, Wait IndicatorError Messages - Inlcude three things in the content o an error message:
1. A brie explanation o what happened or what went wrong, in language that
the user will easily understand. Identiy where the problem happened (which
feld).
2. The reason or the problem or requirement in terms amiliar to the user.
3. A recovery strategy that the user can adopt to solve the problem.
Common Inline Message Types:
Inormational - Are used to communicate important inormation to a user
related to a specifc orm, process, or application.
Confrmation - Are used to communicate the application/server has successully
completed an action or request the user perormed.
Alerts and Warnings - Are used by clients as broadcast messages
regarding specifc applications or eatures to all users.
Error - Are used to convey errors or omissions when a user submits a orm,search, or other query requiring manual input.
Figure 29. Standard Inline Message Pattern
Figure 30. Standard Error Message Pattern
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Helpful Links
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Publish fndings to the Insurance Services Team.
- Opportunity to review detailed fndings.
- Present to a broader audience at the discretion o
the stakeholders.
As part o the requirements elaboration, working in
collaboration with the User Experience Design (UX
Design) team address the issues identifed in the
review.
Work in close collaboration with the UX Designteam or reviews as the product moves
into implementation. Schedule periodic reviews.
Next Steps