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Procedural/contextual help

  • Empty state orientation
  • Multi-step indicator
  • How do I...
    (FAQ, help oriented to workflows and tasks, not tools)
  • Help sensitive to
     - Where on screen I clicked
     - Where am I in process
     - Tasks, not tools
  • Wizard: how to set up your course

Messaging and status indication in workflow:

  • Validation
  • Error messages
  • Success messages
  • Progress meter
  • Notification of events elsewhere in system

This is a draft in progress.

Discussion about feedback and what components might emerge.

Feedback Definition

Feedback is information that tells a user the result of an action taken. To be meaningful and effective, it must be immediate, readily visible, and comprehensible to the user.



When a user takes an action, she needs immediate and clear evidence of its result. Sakai in particular often fails to provide this feedback. For example, a user in the Resources Tool may click on a folder low on a page and expect to see its contents. The contents are displayed, but not necessarily shown to the user, since the page reloads from the top, hiding anything "below the fold." Many actions do not provide "success" messages.

A slow process, such as a large file upload, should let the user know that something is happening and if possible should let her know how much longer it will take. When an error occurs, the user should see a message that tells her what is happening and what she can do about it.

This shades into situations where the issue is not feedback in the strictest sense but a matter of poor orientation and multiple design issues of workflow, layout, language, etc., that leave the user unclear as to the meaning of an possible action or where to begin/what to do next. This was the "WTF?" sheet at the summit and is grouped here under feedback.


Sarah Windsor - Primary Persona
Scenarios to come.

Ed McClellan, Undergraduate
Scenarios to come.

Blue Sky Vision

Feedback Component Ideas

Include Page
Feedback Component Ideas
Feedback Component Ideas

Where is leaving tool/losing work an issue?


  • Messages/warnings

Summit Post-it Page

At the Fluid Summit, pain points represented on post-it notes were grouped into problem spaces (such as Feedback), then into (usually very high level) potential components such as the ones below. Each problem area was then rated as to whether it affected 1, 2, or 3/All of the Fluid applications (Sakai, uPortal, Moodle). Each potential component was then rated on the following matrix, which indicated how severe the pain point it helped solve was for users, as well as how frequently the pain point was encountered. It helped us determine how high a priority it was, with 1 being the highest priority and 3 being the lowest. Some of the components and pain points below also have indicators as to whether they related to (S)akai, (U)portal, or (M)oodle.

high severity



low severity




high frequency

low frequency

Procedural Guidance

1 / All
Also known as a "Wizard". Guiding a user through a multi-step series of interfaces to complete a task.


  • (U) Contextual Help
    • Often none at all
    • If there is, inconsistent and non-holistic
    • Difficult to locate
  • (S) Pop-up help component
    • In resources (uploaded files and edit details), it is unclear what the meanings of many of the data elements are (display name, creator, date created, subject, and keywords)
  • (M) User looking into available (uploaded) course resources from this link in the activities box is not given any indication about what type of document is being listed
  • (M) The assignment marking help does not properly explain what the dropdown menu does
  • (M) Web page entry editor will accept formatted RTF but this is not specified
  • (M) Calendar entry types are user or course - not defined, no help, who sees what?
  • (M) In course format drop-down menu there are formats that are not described in the contextual help
  • (M) When you create an assignment activity, the help menu doesn't explain the various types of assignments possible. You have to create a specific type and then see what it's like

Info Sharer

2B / All
The ability to share information entered through one tool with other tools.

  • (M) If you manually add a new event to the Calendar, it does not show up on Weekly topic page.

RSS Aggregator

2B / All
Multiple RSS feeds displayed on a page.

  • (S) RSS Aggregator
    • Allow me to set up a "news" page with news from various sources
    • Current tool only allows one RSS feed per tool
    • More general RSS feed aggregator
    • Aggregation of sets of RSS feeds


1 / All
Sent notifications and the ability to manage and set preferences.

  • (S) Notifier/Notifications
    • Particularly with adding participants, a user needs to see and customize outgoing message
    • Many notifications across Sakai - what is common? Wouldn't want to customize "file uploaded" notification
  • (M) Unable to automatically notify students by email when a new resource is created

Print Preview

2B / All

  • (S) Print component with preview to capture portioned screen