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[Data collection] Simplify data collection entry point #2446

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gino-m opened this issue Apr 17, 2024 · 16 comments · May be fixed by #2892
Open
2 tasks

[Data collection] Simplify data collection entry point #2446

gino-m opened this issue Apr 17, 2024 · 16 comments · May be fixed by #2892
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type: fr Request for new feature ux needed Product input from PM/UX needed
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@gino-m
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gino-m commented Apr 17, 2024

Some points from today's PM/UX sync:

  • Replace swipeable bottom cards with a single "+ Add site" CTA
  • On tap on a point or polygon, replace "Add site" CTA with a single, dismissable UI showing the job and LOI name, and if allowed by survey organizers, a "+ Collect data" CTA.

@rawbzz @amegantz for final designs and copy.

@gino-m gino-m added type: fr Request for new feature ux needed Product input from PM/UX needed labels Apr 17, 2024
@gino-m gino-m added this to the Beta release (18-Jul-24) milestone Apr 17, 2024
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@gino-m gino-m removed the ux needed Product input from PM/UX needed label May 30, 2024
@gino-m gino-m changed the title Simplify data collection entry point [Data collection] Simplify data collection entry point Aug 6, 2024
@gino-m
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gino-m commented Aug 22, 2024

@rawbzz What happens when the user pans the map away from the selected LOI? Do we:

  1. Deselect the LOI when it goes outside the viewport
  2. Allow the user to pan and zoom back to the LOI by tapping some affordance on the card or
  3. Lock the map viewport when an LOI is selected (least preferred)

@anandwana001 FYI

@gino-m
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gino-m commented Aug 22, 2024

@rawbzz Also - if there are multiple jobs which allow "Free form" data collection (i.e. user can add LOIs), how does the user select the desired job after clicking "Add a site"?

@rawbzz
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rawbzz commented Aug 23, 2024

@gino-m

  1. If a user pans away from the LOI location, i was under the impression that clicking that location point icon would re-center the user back to where they are selected.
  2. Not sure if i understand the second question.. job is different from a task right?

@gino-m
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gino-m commented Sep 9, 2024

@rawbzz Gentle ping.

@lecrabe, @kenstershiro, @jo-spek Any objections to this change? We had this in the queue for beta but it didn't make the cut.

@jo-spek
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jo-spek commented Sep 10, 2024

No objections from my side. Sounds great and a lot more intuitive than swiping bottom cards, which proved to be rather confusing in the field.

Plus it would be great if the card of finished geometries could hold their area --> #2096

@gino-m
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gino-m commented Sep 10, 2024

@anandwana001 Have you started work on this? If not @sufyanAbbasi would like to pick it up.

@anandwana001
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@anandwana001 Have you started work on this? If not @sufyanAbbasi would like to pick it up.

Sure, @sufyanAbbasi can pick it up

@gino-m gino-m assigned sufyanAbbasi and unassigned anandwana001 Sep 10, 2024
@gino-m
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gino-m commented Oct 9, 2024

Hi @sufyanAbbasi, any updates on this one? Do you think it can get done in the iteration which starts today?

@sufyanAbbasi
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@rawbzz Also - if there are multiple jobs which allow "Free form" data collection (i.e. user can add LOIs), how does the user select the desired job after clicking "Add a site"?

Not sure if i understand the second question.. job is different from a task right?

Surveys have jobs (e.g. collect tree species, collect plant species) and each job has a different set of tasks (e.g. type of leaf) and its own set of LOIs. In the previous UX, each job had its own "add LOI card" for each job but the new UX isn't able to disambiguate by job.

Maybe pressing "Add Site" prompts the user to select a job from a list to start collecting data for?

Image
Image

@gino-m
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gino-m commented Nov 3, 2024 via email

@rawbzz
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rawbzz commented Nov 5, 2024

This one right @gino-m ?
Image

@gino-m
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gino-m commented Nov 5, 2024

This one right @gino-m ?
Image

That's the one! I'd recommend the dialog title being simply "Add a site" or "New site". The user defined job names shown in the list will hopefully disambiguate. @amegantz for input.

@sufyanAbbasi
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Awesome, thank you!!

@gino-m
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gino-m commented Dec 4, 2024

@amegantz @rawbzz "Add a site" feels a bit off as the main entry point, as seen from the perspective of a first-time data collector: "What is a site, and do I really want to add one? I just want to start collecting data." It also doesn't make it clear we're also collecting data about the site - on the surface it could be interpreted as distinct from actually collecting data.

One idea could be replace the "+" icon with the generic geometry pin (Image) with a "+" instead of a square in the center. This would serve as a visual cue:

  • To all users: Like "+", that this is how the user adds data.
  • To users who understand they're adding a new site+data: That this will add a new site as well as data.

The label could then say something more universal, like "Collect". (Gemini's top picks were "Collect data" or "Collect").

Alternatively, we could remove the label altogether and rely on the "+" icon alone - clean and simple.

I know I suggested avoiding the terminology job, but if you agree with the above then we would need to update the "Add new site to" dialog header for consistency. At the end of the day "Select a data collection job" might be clearer anyway.

Lastly, wondering if we can replace the two-step process of selecting a job with a single tap, perhaps making the jobs shown in the dialog very obvious primary actions somehow?

Thoughts?

@gino-m
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gino-m commented Dec 16, 2024

Hey @sufyanAbbasi ! After some further discussions we have some updated designs!

Image

Bottom shim gradient details:

Image

Image

Image

Thanks @rawbzz @vittorino !

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type: fr Request for new feature ux needed Product input from PM/UX needed
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