• V2UsabilityReview2

V2 Usability Review #2

V2Master | V2HighLevelDesign

• Contents

  1. V2 Usability Review #2
  2. Introduction
  3. Clipboard & Recently Viewed Menu
  4. User Pop-overs
     1. Sample Code
  5. Display of Email Addresses
  6. Improved Note Handling
     1. Requirement
     2. Suggested Implementation
     3. Note List Screen
  7. System Generated Emails
  8. Filing Forwarded Incoming Emails

Introduction

1. Results of a usability review by AH & JK in October 2014

Clipboard & Recently Viewed Menu

1. Add menu entries for Clipboard & Recently Viewed

   1. Create new menu item Tools --> Clipboard as the 1st item in menu, it should displays the Clipboard dossier

   2. Make the Tools --> Recently Viewed menu item the 2nd item in menu

2. Improved Recently Viewed sub-menu

   1. Add List item - Displays the Recently Viewed viewed dossier

   2. Add a dividing line
   3. Add start of title (first n-characters) to left of the code

User Pop-overs

1. When you click on user initials, the user's name and email address appears in a pop-over
2. Change the pop-over:
   1. Header part: name in bold, as a link to the user's detail screen
   2. Body Part
      1. Company name
      2. Project positions
      3. Primary email address, as a link to a new note screen,
         1. With the appropriate context, e.g. the note should be attached to the current object
3. If the text is too long, the pop-over text may extend over the right edge of the box

Sample Code

• File: helpers/application_view_helper.rb

  •   def user_popover user, link_text=nil
        return '' if user.nil?
        user      = User.find(user) unless user.is_a? User
    
        link_text = user.initials if link_text.nil?
        title     = "<strong>" + link_to(user.full_name, user) + "</strong>"
        content   = ''
        content   += "<strong>#{user.company}</strong><br/>"
        content   += user.organisations.map{|org| org.code_name}.join("<br/>")
        content   += "<br/>"
        content   += link_to user.primary_email.email, "#" # TODO Fix link
        general_popover title, content, link_text
      end

  • app/models/users_organisation.rb

      def code_name
        code + ' - ' + name
      end

Display of Email Addresses

1. The V2 system should never display mailto links

2. Any place an email address is displayed, it should be displayed as a link, which should open a new note screen:
   1. With the issuer and recipient set appropriately
   2. And the note should be linked to the current object (if appropriate)

Improved Note Handling

Requirement

1. Record whether notes have been 'completed' or not 1. Improved display processing to easily open or close all notes blocks
2. Improved display processing to suppress display of 'completed' notes

Suggested Implementation

1. New Expand All/Close All buttons in (top-level) Notes block header

   1. Opens closes all the notes block of all notes that are currently displayed

2. New Show Done/Hide Done buttons in (top-level) Notes block header

   1. Shows/Hides all the done notes

3. New Open/Done buttons in the Notes detail block header

   1. Requires a new status field in the notes DB record

   2. The status flag records whether the subject in the note is done or not

4. In Note detail header block add hover text over the datetime, that contains the datetime of the last edit. E.g. Last edit: {datetime}

Note List Screen

1. Subject column, should contain the first n characters of the note text, if the subject is empty

   1. E.g. a similar display to the note block header

2. Issue Date column, change column head to Datetime and include the time with timezone

3. Subject column, change column head to Subject/Note

4. Column order

   • ID

   • Resource Type

   • Associated Object

   • Issuer

   • Date

   • Description

   • Edit button

System Generated Emails

All system generated emails:

1. Should have a subject line:

   1. The system's code name (e.g. Settings: SXS.Application.Project.Code)

   2. The code of the referenced item

   3. The start of the subject/title/description of the referenced item? Or New Note?

      1. If a note subject has no subject, then the start of the text should be used
2. Should contain links to open the associated objects, files they reference
   1. Provided the recipient is a internal user
   2. If the internal is an external system user then the links be suppressed or appear as plain text

Filing Forwarded Incoming Emails

1. When incoming emails are received then should be checked to see if they have been forwarded
   1. E.g. detect if there is a forwarded header at the start of the email
2. If the mail has been forwarded then the file should be filed based on the forwarded header. E.g.

   1. Set the date & time, sender, recipient and subject based on the original

   2. Should keep the original email and header [how?]