Audits & Inspections App

Remedy Interactive's Safety Management Software

ToDo, Worksheet and IMS modules.

ToDo, Worksheet and IMS modules.

Project Brief

Remedy Interactive's To-Do List app, a mobile application that allows users to accomplish individual or set's of task's anywhere, perform safety audits, inspections or individual tasks quickly and easily.

Use Case / Problem

Workplace safety professionals and schedulers are often called onsite to perform task's as part of an audit or inspection. Since most of the assessment software currently available is either web based and requires a desktop class browser, or performed manually, using an inspection form worksheet on paper, a mobile solution is needed.

 

This will allow users to perform tasks as part of an audit or inspection via a worksheet in digital form, complete individual tasks, review, submit or reject tasks and view information about their tasks assigned to them or that they have assigned to others on their mobile phone and submit finished forms over the network for further processing.

This will allow users to perform tasks as part of an audit or inspection via a worksheet in digital form, complete individual tasks, review, submit or reject tasks and view information about their tasks assigned to them or that they have assigned to others on their mobile phone and submit finished forms over the network for further processing.

 

The goal

Creating a flow that keeps users on the go, working and engaged, promoting Corrective Action (task) completion.


UX Task

Develop an interface that is user friendly, allowing our users to complete tasks as part of an audit or inspection without the need for a desktop computer or paper form. The user will be able to submit forms and save work to be submitted later when there is no network available.

To Do List on web and mobile

  • Change of Context
    • Enterprise, business application for mobile professionals who don’t use mobile applications.
  • Change of Behavior
    • From manual data recording and entering to web forms, and ultimately to mobile.
  • Must be easy to use
    • Our users range on the older side and many don’t use smartphones heavily and majority have never used them for work purposes in this context.
  • Must be encouraging to use
    • To motivate immediate task completion
    • Reducing workload by completing small fixes on-site, better safety compliance

Worksheet on web and mobile

Process driven architecture

When working on enterprise software, I found I needed to compartmentilze the design, so I made the app very modulelar to quickly change and adjust with client requirement demands.

Modular layered architecture 

Sketching conceptual UI's

Brainstorming application use cases and flows

 

Knowing our users

User research, survey's & persona's

Example Survey Questions
  • Mobile device usage.

    • Do you use a smartphone?
    • Do you use a tablet?
  • Which best describes your working preference?

    • I prefer working at my desk on my computer.
    • I prefer to be out and about, using my phone for work as much as I can.
    • I like to use both.
  • Which best describes your working preference?

    • I prefer working at my desk on my computer.
    • I prefer to be out and about, using my phone for work as much as I can.
    • I like to use both.
Persona Example A - Adam

Persona Example A - Adam

Early ToDo View Iteration

Issue

Too much info in a small space.

Final ToDo View Iteration

Solution

Prioritize the most important information to display to users that is both readable, increasing glancability, and tappable.

Easy to use on a job-site.

Complex architecture aligning with existing web-app

Solution: User Flows

Site Map

Site Map

 
Conceptual Process Flow

Conceptual Process Flow

 

Breaking complex tasks with multiple actions down into organization, creating a design language, outlining it for stakeholders and developers

Solution: Task Analysis

Fill out a safety inspection worksheet

  • Login
  • Find desired safety inspection task
  • Tap on the task
  • Answer questions on worksheet
  • Tap 'Summary' on final question to proceed to next step.

Find a specific question on worksheet while viewing different question

  • Login
  • Find desired safety inspection task
  • Tap on the task
  • From within a worksheet question
    • Tap on 'More' icon or tap on 'Worksheet' in toggle Tap on desired question
    • Reveals question index
#### Add corrective action to task question * Login * Navigate to task * Answer question which corrective action should apply * Tap on '**+ Corrective Action**' button * Methods * Adding required or recommended corrective actions * Tap on CA * Tap on **'Select Action'** * Choose '**Add Details**' or '**Mark Complete**' * If '**Add Details**' see SUB-GOALS * Tap '**Done**' in '**Add Details**' View * Tap '**+ Corrective Actions**' * creating new corrective actions

Usability Testing

Testing form layout and iconography

Through usability testing, we were able to pinpoint problems with navigation that were confusing users.

The solution was to simplify the layout, reducing clutter and implement a swipe to navigate gesture.

Testing several versions navigation layouts

We found that users were quick to tap in an area that slowed down the flow of task completion.

The solution was to switch the layout of certain views in the opposite order, improving the flow.

Iconography was also improved through simple usability testing.

Interactive Prototype

 

Tools I used

Manual labor: A Moleskine notebook, graph paper pad and a pen.

Software: Sketch by Bohemian Coding, OmniGraffle by The Omni Group and Zeplin (these are just a few, but important to my workflow).

Web-apps: Optimal Workshop for user research and usability testing and recording, Marvel for prototyping, Trello for sharing designs with the team, Confluence and Jira, Typeform for surveys.

Technology we worked with

The application was built to be deployed cross platform. More specifically, iOS on the iPhone and Android. Written in HTML5 by our development team, we used PhoneGap / Cordova for native-like device functionality, AngularJS JavaScript framework and Ionic Framework for styling and compiling.

 

Example Flows