kobotoolbox / kpi

kpi is the (frontend) server for KoboToolbox. It includes an API for users to access data and manage their forms, question library, sharing settings, create reports, and export data.
https://www.kobotoolbox.org
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User registration and storage usage tracking #2797

Open Ig-Rebollo opened 3 years ago

Ig-Rebollo commented 3 years ago

This issue is to explore the UX of a potential new method for the OCHA server to screen whether users are in fact doing humanitarian work and to monitor the storage space accounts are using.

Ig-Rebollo commented 3 years ago

@tinok @jnm leaving here an initial draft of the user flow or structure we could use to ensure: A. Users in the OCHA server are indeed humanitarians, and if not, are discouraged to remain there as much as possible B. Limited vs limitless accounts are assigned adequately C. Credits are given when appropriate and users are always properly informed of the options available.

user-management-options

You can see the PDF here, for better resolution.

I am also working on mockups to show how the data tracking and notifications would be displayed in the UI for users. Let me know what you think. If we all agree on the general user flow I can begin creating mockups for this as well.

Ig-Rebollo commented 3 years ago

@tinok @jnm

Some initial Mockups to visualize this. Depending on the email address you use, different notifications would appear on the right side. Note that the text box for organization becomes a dropdown, with a limited number of organizations available to select from. You could include 'other' but this could already trigger the third notification type. See below MacBook Pro - 7 Introducing a org/email from a KHC organization: MacBook Pro - 4

With an email from a recognized humanitarian organization (the starting list could come out of this spreadsheet directly) MacBook Pro - 5

With an email that doesn't match the organization selected, or from an org. not listed: MacBook Pro - 6

We could then decide whether we allow users that are not part of these organizations to register or not (we could always direct them all to the HHI server). If we do allow them to register, then they would have an account with storage/submissions limit. Both in this case, and for the HHI server, the limit could show up either in the left-bottom corner, the menu window, or both: MacBook Pro - 8

tinok commented 3 years ago

Thanks @ig_rebollo, this is very helpful. I'll leave the first three screens for the signup procedure / flow chart for OCHA to comment on. For the data storage indicator:

Ig-Rebollo commented 3 years ago

Adding here two new options for data storage information in the profile window @tinok

Clear learn more, to encourage users to click on it image

Subtle read more, to save less space and similar to other instances image

tinok commented 3 years ago

These look great. My only concern is that there needs to be an action button here, not just a 'learn more' or '?' button. As a user I'd expect to have a page that repeats the storage amount again (same graph but bigger?) but also details on

  1. Which projects are using how much storage (either a table or graph sorted by decreasing size)
  2. How to reduce the amount of files / attachments (delete project, maybe new 'delete media' feature)
  3. What I can do in case I need more (organization to join the KHC, get in touch, etc.)

I think this should be in the app somehow and not on an external help page.