Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step...

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WIR SCHAFFEN WISSEN – HEUTE FÜR MORGEN Don‘t make me think! 10 Ideas for improving the PSI DUO user experience Markus Knecht :: PSI Useroffice :: Paul Scherrer Institut 3rd Meeting of European User Offices, Oct. 24 th 2017, Lund

Transcript of Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step...

Page 1: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

WIRSCHAFFENWISSEN– HEUTEFÜRMORGEN

Don‘t make me think!10 Ideas for improving the PSI DUO user experience

MarkusKnecht::PSIUseroffice ::PaulScherrer Institut

3rdMeetingofEuropeanUserOffices,Oct.24th 2017,Lund

Page 2: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

•SwissFEL (Proposalintegration)•ParticlePhysics(Proposalintegration)•Experimentalaccounts•VariableCo-ProposerList(allfacilities)•Publicationtool(discontinuing)•2nd LevelSupport

Current and upcoming DUO projects

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Page 3: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

How it might start.... (try to avoid such mails)

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Page 4: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#1: Accept e-mail addresses as username

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Accept username OR the e-mail address of the account.

Page 5: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#2: Add option to show the password

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Add this (unsecure) option to all password input fields

Page 6: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#3: Keep number of login options low

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Page 7: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#4: Have good monitoring (for the useroffice)

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Buildtheaddressthatdetectsallproblems:

https://duo.psi.ch/visit-me-and-it-tell-you-whats-wrong

Oncetheuserloggedinwehaveanactionlog:

Nice to have:Logging of eventswithout accountcontext

Nice to have: Address fordetecting problems andresetting browser data.

Page 8: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#5: “Secure” channel to send a password

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Have option to setand send the password (as secure as possible)

Page 9: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#6: Divide registration in (at least) two steps

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Ask for the e-mail in first step (and check for existing accounts).

Page 10: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#7: Confirm E-Mail during Proposal submission

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Make e-mail confirmation the 1st

step of the proposal submission

Page 11: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

WhennewuserregistersattheDUO:Sendoutawelcomee-mailwithanlinktheusercanconfirmhise-mailaddress.{Standardfeature}

#8: Activation E-mail on registration

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Page 12: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#9: Change affiliation more easily

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Opens e-mail to user office

Opens selection dialogue…

Thecontrolovertheinstituteattributesmustremainattheuseroffice!Implementacontrolworkflow.

Page 13: Markus Knecht :: PSI Useroffice:: Paul ScherrerInstitut ......Make e-mail confirmation the 1st step of the proposal submission. When new user registers at the DUO: Send out a welcome

#10: Reuse co-proposer lists on new proposals

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Provide an option to use ”crew-lists” of previousproposals.

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Wir schaffen Wissen – heute für morgen

Thank you!