ABCDE
1
Ravindra
2
Task Click PathObservationsQuotesTask 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 > printParticipant 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 detailswasn'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 paymentshome>fine>notifyhad 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> historyeasily 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 detailscan 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
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100