| A | B | C | D | E | |
|---|---|---|---|---|---|
1 | Ravindra | ||||
2 | Task | Click Path | Observations | Quotes | Task Completion |
3 | Write the task number and directions here. | Record what path the participant took to complete the task. | Note down behaviors, opinions, and attitudes along with any errors, issues, or areas of confusion. | Note any significant quotes (positive and negative). | Choose if the task was: 1 - easy to complete 2 - completed but with difficulty 3 - not completed |
4 | Prompt 1: Open the BrokerEase & create a new client enquiry. | login> + icon > calculate cost> Generate UID > print | Participant is easily able to navigate Is having confusion about where to view the created enquiry sounds confused | " where do I go to see the created enquiry" | 1 |
5 | Prompt 2: Visit a clients profile and view their vehicle details. | home>client> client details | wasn't able to figure out the slider interation | " I can see vehicle details written but how to access it" | 3 |
6 | Prompt 3: Notify the client regarding their pending payments | home>fine>notify | had to surf a bit before finding fine option | " there is no option saying notify " | 2 |
7 | Prompt 4: View history of the recent transactions done. | home> history | easily navigated | 1 | |
8 | Prompt 5: From the Home Page, Figure out where would you go to upload documents for a specific new client. | home>client> client details | can see the option for vehicle details but can't access Frustrated that they can see the option but clicking isnt working | " again I can see it but don't know how to access it" | 3 |
9 | Additional Notes: Participant said it would have been easy if there was a dedicated section related to enquires | ||||
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