Training Tool for the User Action Framework Explorer

Module 3: Planning

Planning is about user knowing or not knowing what tasks they want to do, including what task to do first. planning has a number of subcategoris under it that we will see in this module.

Introduction

In the following cases identify whether or not the scenarios belong to the Planning interaction activity at the highest level and click on the appropriate choice

1. While performing a task a user clicks on a button and gets an error message, but the error message is not readable.

Planning            Other

2. This is an example of good design rather than a usability problem. Software helps user start off on a task by presenting choices of all that can be done using that s/w and asking user to click one of them to begin.

Planning            Other

3. A user has used a command-line-based text editor and has problems finding out what to do in a GUI platform editor.

Planning            Other

Planning sub categories and lower levels

The UAF is structured in multiple levels. While the interaction activities form the highest level,the lower levels under each interaction activity are known as subcategories.

The categories under the planning interaction activity are explained below.

The users model for the system is the mental model the user forms of the system. This, to the user establishes an understanding of how system can help with goal/task, awareness of system capabilities, clarity of system model and understanding of overall system concept. The system components that are representative of forming the users model of the system include metaphors.

E.g: Using the metaphor of a real paper calendar in an appointment management system would give the user a fair idea of the kind of tasks that can be done and associate how they are done in the real world with how they could be done using the system..

Knowledge of the user, problem domain requirements, and constraints of the work environment all are included under the users planning to complete a task.

Go back to the open UAF Explorer window and explore the subcategories under Planning as they were explained above.


Let us now explore one classification example from the highest level to the lowest level of the planning subtree.

Example: User doesn't understand Master Document feature
User knows generally that the Master Document feature of Word is used to allow treating several chapters in different files as a single document (e.g., for global editing). She wants to use this for her multiple thesis chapters, but the system doesn't help her figure out what she can do with it or how it might help her with her task. She has
not yet done anything with it.

Solution: User Action Framework > Planning (Design helping user know what to do) > User's model of system>User awareness of overall application concept,system features

Explanation: The issue with this example is that the system she is using does not match the model the user has in her mind in any way. The problem is about the user simply not knowing enough about the application to be able to do anything.. Hence the classification path would be as shown above.

Click here to see how the classification is actually done in the Explorer tool. ( Windows Media player required. File size: 1.05 MB)


Review of concepts

Planning is concerned with the user's ability to understand the overall computer application in the perspective of work context. Planning is subdivided into Goal decomposition and users model of the system and 3 other subcategories.

Practice Exercises

Attempt the following cases and find what sub-category under planning do each of these examples best represent. Try classifying all the way down to the nodes. When classifying remember to carefully read all alternatives and select the best or most specific one. Do not classify impulsively.

1. This is an example of good design, rather than a usability problem. Using a certain spreadsheet program, a user has created a spreadsheet table that is taller than it is wide. When she requests it to be printed, she gets an informative message in a dialogue box that says: "This will require 2 pages to print in the current Landscape page orientation setting. If you use a Portrait orientation, it will require only 1 page to print. If you wish to change the orientation setting before printing, click on Cancel." The user found this most helpful, saving the time and paper involved in printing it wrong the first time, making the change, and printing again.

Use the UAF Explorer to classify the above. The solution, i.e the classification path would be what is
on the top after you have classified all the way down to the lowest level.

Click here for solution and explanation.

2. Marked for deletion
While using a personal document retrieval system, a user wanted to delete the document record for document number 123. She selected the document and clicked on a button labeled Delete. A message came back saying: "Document 123 marked for deletion." In addition, another button appeared, labeled "Unmark document for deletion". The user was confused and did not know how to proceed, because she had asked simply to delete the document record and the system was talking about "marking for deletion", which seemed to be a somewhat different thing. The problem stems from the user not being aware of the model of how record deletion works in the underlying database system. "Deleted" records are only marked for deletion and can be "undeleted" by simply removing the marks. A separate function is invoked to accomplish permanent deletion of all marked records, batching the actual record deletion operations.

Use the UAF Explorer to classify the above usability problem. The solution, i.e the classification path would be what is on the top after you have classified all the way down to the lowest level.

Click here for solution and explanation.

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