Revision as of 09:10, 2 March 2023

Overview

Usability is a metric used to assess the effectiveness of a User Interface design. An interface is considered usable if it is perceived as easy, enjoyable, efficient and effective to use and learn.

This article provides information on how you test for usability issues in your system.

Usability – Essentials

What is UI?

UI or User Interface, is a series of screens with elements such as buttons, icons and text you interact with.

If you move a custom field, add a button, or change a color you are modifying the User Interface.

When we talk about UI we ask:

• Is there enough color contrast?
• Is the content concise and easy to read?
• Is the layout well organized with enough white space?
• Are the pages responsive?
• Does it work with assistive technology?

UI Concerns

What is UX?

The term UX, encompasses all aspects of the user's interaction with the company, its services, and its products.

UX is how you feel buying, opening, using, and disposing of a product/service.

If you make your application process easier/quicker, you are improving the UX.

When we talk about UX, we ask:

• Can I do what I came to do easily, quickly and simply?
• Do I actually want to use this product/service?
• Do I trust and appreciate this product/service?

Ux Concerns

What is a usability issue?

A usability issue is any issue that prevents the system from being easy, efficient, and effective to learn and use. Usability issues are objective, such as contrast ratio of text on a background. Usability issues are not subjective or based on personal preference, such as “I don’t like orange”.

Usability issues are objective

How can I test for usability issues?

There are established standards called Heuristics that are used to evaluate the usability of a user interface design. You can learn more about these heuristics on this article from the Nielsen Norman Group.

These 10 heuristics summarized below are a tool for discovering usability issues in a user interface.

10 Heuristics for Better User Interface Design

Originally developed in 1990, Jakob Nielson's ten heuristics for better usability in design is still relevant today and is used as a benchmark in many modern interface systems. They are as follows:

1. Visibility of System Status

Think about an elevator, I press the button and it lights up. I know the elevator is coming. I look up and see how long I have to wait until the elevator arrives.

Elevator showing visibility of system status

Let people know what is going on with appropriate feedback. Do your users know what is going on, what is expected of them, and what will happen next?

You can meet these criteria by:

• Showing progress (how far have you gone and what is left)
• Showing space/time (how much space/time is left)
• Showing change (draw attention to things that have changed)
• Showing expected actions (tell me what I need to do next)
• Showing status (What is the current state of an element?)

2. Match Between the System and Real World

If I presented you with two labels marked "meet & greet" and "staff directory", would you know what you will get if you clicked “meet & greet”? Familiar language makes things easier for your users to understand.

Use familiar language

Follow conventions, use previews and present information in a logical order. Ask yourself, is the information presented in a way that is logical, understandable and the way the user expects to see it?

You can meet these criteria by:

• Using familiar words, phrases, concepts and metaphors
• Following conventions
• Presenting information in a logical order
• Providing a preview or showing the world in miniature

3. User Control and Freedom

Ever get stuck in a conversation and couldn’t think of a polite way to excuse yourself? When working with a system accidental clicks happen, people will start going down a wrong path so it’s really important to give them an emergency exit, like a cancel, back or undo option. Don’t leave your users stuck somewhere they don’t want to be.

Don’t leave users stuck somewhere they don’t want to be.

Make sure users can go forward and back in any process and make sure they can see the information the way they need. Ask yourself: can I easily find the information I am looking for in the way I need to see it?

You can meet these criteria by:

• Providing a path forward and back (undo/redo)
• Providing different ways to explore information (searching, filtering, viewing options)
• Providing an option for the user to leave a process (cancel, close, extit)

4. Consistency and Standards

Keep it consistent, and follow industry standards. If everyone places the OK button in the same place consider doing the same.

Keep the UI consistent and follow industry standards

Make sure buttons and links are named the same thing, are located in the same place, and put where they are expected to be. Ask yourself: do I know where to find desired links and buttons, do I know what they do, and are they always in the same place? Are repeating button and link configurations arranged consistently and reliably?

You can meet these criteria by:

• Keeping links, buttons and information in the same order and in the same place
• If you have multiple ways to do an action or go to the same place, make sure you use the same caption for your links and shortcuts

5. Error Prevention

Have you ever been sent an email unintentionally? It can be cringe-worthy when someone accidentally clicks “reply all” when they didn’t mean to. Help prevent your users from committing errors. If clicking a button will cause a big change or possibly cause damage, tell the user what will happen and give them a path forward.

Help prevent your users from committing errors

Prevent errors by providing more information, add instructions, check for error conditions, and refine your process. Ask yourself: what are common errors with my process and how can I help prevent others from encountering these?

You can meet these criteria by:

• Providing needed information and warnings, so users know what to do
• Make sure links and button captions say what they will do (never say “click here”)
• Eliminate error-prone conditions or check for them and advise the user
• Refine your process to avoid errors

6. Recognition Rather Than Recall

If I ask you What’s the Capital of Canada? I am forcing you to recall the answer. It's much easier if I asked you Is Ottawa the capital of Canada? because you only need to recognize the answer.

Help users recognize the answer or action. (Parliament buildings in Ottawa)

Don’t make your users think, reduce the cognitive load on users by asking them to recognize over recall any information. Ask yourself: can my users easily recognize the appropriate actions they need to take?

You can meet these criteria by:

• Making objects, actions, options and directions visible or easily retrievable
• Not forcing the user to remember anything or think too hard
• Avoiding codes and hurdles
• Providing visual representations

7. Flexibility and Efficiency of Use

Help your users accomplish their goals faster and with less effort using accelerators.

An accelerator is something like on Instagram where you can double tap an image to “like” it instead of clicking the tiny heart. The double tap is slightly more efficient than finding and clicking the heart icon.

Another example is using CTRL + C to quickly copy instead of using menus in windows.

You might accelerate a user’s application by providing default options, or pull data from a previous application to populate a new one.

Provide accelerators to users.

Help users accomplish their goals faster by adding shortcuts, default options and other accelerators. Ask yourself: can we help the user accomplish their goals faster and with less effort?

You can meet these criteria by:

• Adding shortcuts to commonly used functionality
• Providing default options
• Using list views with options where possible

8. Aesthetic and Minimalist Design

Every piece of information you put on a page competes with the relevant information, and diminishes the relative visibility (more content makes the UX worse).

When we talk about signal to noise, Google is almost all signal whereas this weather site is nearly all noise.

So, ask yourself, is everything on the page absolutely needed to help the user achieve their goals? If not consider removing or simplifying things.

Google and Weather site demonstrating signal to noise.

Make sure what the user came to see or do is visible and clear, and eliminate anything that may distract them. Ask yourself: is it clear what I am supposed to do and is there anything distracting me from completing my task?

You can meet these criteria by:

• Keeping important information above the fold (initial viewable area)
• Minimizing signal-to-noise ratio
• Being judicious with color and imagery
• Removing redundant information (keep it concise)

9. Help Users Recognize, Diagnose and Recover from Errors

This is really 3 things:

1. Indicate an error has occurred with some type of visual and warning message
2. Tell the user what the problem is in plain language
3. Provide a path forward, how does the user fix the issue? if possible, include a shortcut or something the user can click to resolve the issue

An error message indicates an error occurred, tells the user what the problem is, and provides a path forward.

Help users understand and fix errors with clear messaging that explains the problem and how they should resolve the error. Ask yourself: when I encounter a problem, do I know what I did wrong, and how to fix it?

You can meet these criteria by:

• Ensuring clarity of messaging and use plain language
• Always providing or suggesting a solution
• Educating the user (what is happening and why)
• Providing a path forward

10. Help and Documentation

It's best if a system can be used without any documentation, but when you need documentation make sure:

1. It appears where it is needed
2. List out the concrete steps
3. Keep the instructions short

And remember many users don’t want to have to read instructions.

Make sure help and documentation is clear, concise and where you need it.

Help users understand what is expected of them and how to do it by including context-sensitive instructions, highlighting new features and changes in functionality. Ask yourself: is my help documentation where it is needed? Can my users understand what they need to do? Are my users aware of new functionality and changes?

You can meet these criteria by:

• Providing context-sensitive help
• Providing examples and recommendations
• Pointing out new or changes to functionality
• Guiding with additional information
• Listing concrete steps to be carried out
• Being short and concise

Final notes

Whether you are making changes to your system or you have a team making changes for you, always use the above heuristics to test the effect of changes on the usability of your system. If you find an issue, bring it up with your team or call support. Most issues can be resolved through configuration, but if you encounter something that is not configuration related, talk with us so we can enhance SmartSimple Cloud for everyone.

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