UX: Mockups for Adding Service Point Assignment to Location Record and Marking One Primary

Description

  • We now want to support selection of a service point on the location record (see UIORG-115)

  • So we need a mockup for that AND the mockup for making one of the assigned service points "primary" is going to have to change accordingly (see UIORG-110 for original mockups)

  • We might just want to combine these stories, but we can do that after the mockups come back

  • Kimie, UIORG-115 contains some UX details that are flexible. If you want things to work differently, please just mock it up and I'll adjust the story accordinly.

Environment

None

Potential Workaround

None

Attachments

1

Checklist

hide

TestRail: Results

Activity

Show:

Cate Boerema October 2, 2018 at 12:18 PM

Thanks Kimie!

Kimie Kester October 1, 2018 at 2:14 PM
Edited

Hi . Here's what I am thinking regarding your questions:

  • It should not be possible to delete the last service point. Should the trash can icon be invisible or inactive when there is only one service point menu
    [Kimie: Invisible]

  • If there is only one service point, it needs to be primary. Should the radio button display, but inactive in this case?
    [Kimie: I would think it would display and be active, similar to a Primary address on the user record]

  • Also, how important do you think it is that the primary service point display at the top as shown in your mockups? I feel like this is more of a nice-to-have than a must-have.
    [Kimie: Yes, it is a nice-to-have. Currently on the user record if you add an address and then select the new address as primary, when the screen is saved and user returns, that new address will be at the top of the list and shown as primary]

Cate Boerema October 1, 2018 at 8:46 AM

. Question: how should the edit/create page look when there is just one service point displaying (by far the majority of cases).

  • It should not be possible to delete the last service point. Should the trash can icon be invisible or inactive when there is only one service point menu?

  • If there is only one service point, it needs to be primary. Should the radio button display, but inactive in this case?

Also, how important do you think it is that the primary service point display at the top as shown in your mockups? I feel like this is more of a nice-to-have than a must-have.

Once we have all these questions answered, I'm thinking we can probably merge our two stories, (UIORG-115 and UIORG-110)

Cate Boerema October 1, 2018 at 8:31 AM

This looks good to me, . , if this looks good to you, can you please close this story? Thanks!

Kimie Kester September 28, 2018 at 5:38 PM

Thanks and . So if you go to:

3-Settings-Organizations-Locations-Detail.png
The mockup shows Baker Circ Desk 1 as primary

Then if you go Edit the screen and change primary to Baker Circ Desk 4
4-Settings-Organizations-Locations-Edit.png

When you come back to View mode, Baker Circ Desk 4 would be first in the list and be designated as primary
5-Settings-Organizations-Locations-View-Mode.png

Is that correct?

Done

Details

Assignee

Reporter

Priority

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs
Created September 27, 2018 at 4:36 PM
Updated October 2, 2018 at 12:18 PM
Resolved October 2, 2018 at 12:18 PM
TestRail: Cases
TestRail: Runs