Analytics Internal - Dashboard Design QA - Debt Portal

[michelle-dooley]

Request a design QA for new dashboard/cards

What this form is for

As we roll out new edge case dashboards, other non-standard dashboards, or new cards to existing dashboards, we need to make sure that they are easy to use and understand.

Resources

• Debt Portal Dashboard
• Confluence instructions: How to design QA a Domo dashboard

Instructions

For person submitting ticket

• [x] This QA is for an entire new dashboard.
• [ ] This QA is for new cards only. (Please add titles below)
• [x] Cards in this QA include drillpaths.
  • [ ] Applies to all cards.
  • [ ] Applies to only some cards. (Please add titles below)

Is there anything else the person conducting the Design QA needs to know about scope of data, filter functionality, etc.?

• [ ] Yes
• [ ] No (Please describe)

For person conducting QA

• Log into the Participant Tester account in Domo for all tests.
• Copy "Usability checklist" table from How to design QA a Domo dashboard.
• Make any modifications to checklist specific to this dashboard.
• Complete all dashboard, section, and card-level checks.
  • If check is passed, paste "Pass ✅" in the Pass/Fail column
  • If check does not pass, paste "Fail ❌" in the Pass/Fail column. Describe issue and describe scope of cards affected in Actual Behavior column.
• Add any additional notes needed to the Github comment and submit, tagging the person responsible for making changes.
• Repeat until all checks have passed.

Acceptance Criteria

• [ ] The dashboard is usable and follows the design as closely as possible.

• [ ] All cards and filters are configured correctly.

[michelle-dooley]

@chloedotbrown - looks great!! Only found a couple small things...

Test | Expected Behavior | Actual Behavior | Pass/Fail -- | -- | -- | -- Dashboard title | Text fully readable, without errors |   | 🟢 PASS Date filter | Every chart gets filtered for date and group by settings are changed |   | 🟢 PASS Section titles | Every section title & subtitle are spelled correctly |   | 🟢 PASS Section resources | Links to How-to Guide + Data Dictionary (if available) |   | NA Chart titles | Every chart title is fully readable, without errors, relevant to chart |   | 🟢 PASS Chart descriptions | All chart descriptions are disabled, so nothing appears when hovering over title |   | 🟢 PASS Hover text | All hover text "makes sense" and is spelled correctly | Hover text over "Click-thru rate to Debt Balances" card references Copay Balances not Deb Balances as it should | ❌Fail Annotations | Every annotation "makes sense," is free of errors, and visible within text box |   | 🟢 PASS Filter cards | Filter cards are easy to read and use |   | 🟢 PASS Text box formatting | Every annotation and section title box shows all text, does not generate scroll bar |   | 🟢 PASS Card interactions – filters | Clicking data point does not filter other cards |   | 🟢 PASS Card interactions – card detail | Chart title opens card in new tab | "VA.gov traffic to the Combined Debt Portal page" does not open into new tab | ❌Fail Card drillpaths | Card detail view filters to correct drillpath _(if using)_ |   | 🟢 PASS Display settings – date units | Date grouping ("by week/month") appears under each title |   | 🟢 PASS Display settings – multi-value gauges | Directionality of colors in period-over-period comparison makes sense |   | 🟢 PASS Display settings – summary numbers | All non-multivalue gauge charts without a date axis show date range in summary number |   | 🟢 PASS Related cards | In card detail view, all related card previews have been deleted |   | 🟢 PASS Appendix | No charts or notecards appear in appendix below dashboard |   | 🟢 PASS

[chloedotbrown]

@michelle-dooley corrected the hover text for "CTR to Debt Balances" and changed interaction settings for "VA.gov traffic to the Combined Debt Portal page." Let me know if there are any other changes that should be made!