Difference between revisions of "Accessibility"

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=Accessibility - Essentials=
 
=Accessibility - Essentials=
  
==Accessibility Mode==  
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==Accessibility Mode==
We highly recommend everyone toggle on accessibility mode on your system.  
+
We highly recommend everyone toggle on accessibility mode on your system.
 
Enabling Accessibility Mode ensures maximum compliance with accessibility standards for all users, such as ensuring interface elements are keyboard accessible.
 
Enabling Accessibility Mode ensures maximum compliance with accessibility standards for all users, such as ensuring interface elements are keyboard accessible.
  
 
Toggle this setting on by going to '''Menu''' icon > '''Global Settings''' > '''Branding''' tab > then toggle on '''Enable Accessibility Mode'''.
 
Toggle this setting on by going to '''Menu''' icon > '''Global Settings''' > '''Branding''' tab > then toggle on '''Enable Accessibility Mode'''.
 
  
 
==Disabilities defined==
 
==Disabilities defined==
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==Guidelines and Legislation==
 
==Guidelines and Legislation==
Guidelines and legislation are constantly evolving and vary depending on your locality. Below are some prominent guidelines and legislation. Visit https://en.wikipedia.org/wiki/Web_accessibility for more information.
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Guidelines and legislation are constantly evolving and vary depending on your locality. Below are some prominent guidelines and legislation. Learn more about [https://en.wikipedia.org/wiki/Web_accessibility web accessibility] on The Other Wiki for more details.
  
 
===WCAG===
 
===WCAG===
Web Content Accessibility Guidelines or '''WCAG''' for short, is a set of international standards, published by the World Wide Web Consortium (W3C).
+
Web Content Accessibility Guidelines or '''WCAG''' for short, is a set of international standards, published by the World Wide Web Consortium (W3C). These standards contain a set of guidelines with testable success criteria. Essentially there are four guiding principles in WCAG.
These standards contain a set of guidelines with testable success criterion.
 
Essentially there are four guiding principles in WCAG.
 
  
 
# Is it Perceivable: Can I perceive the Interface and information presented?
 
# Is it Perceivable: Can I perceive the Interface and information presented?
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# Is it Robust: Can I use a variety of assistive technologies with the system?
 
# Is it Robust: Can I use a variety of assistive technologies with the system?
  
Visit https://www.w3.org/WAI/standards-guidelines/wcag/ to learn more.
+
Visit the [https://www.w3.org/WAI/standards-guidelines/wcag/ W3C's page on WCAG] to learn more.
  
 
===WAI-ARIA===
 
===WAI-ARIA===
 
'''Web Accessibility Initiative - Accessible Rich Internet Applications''' or '''ARIA''' for short. '''ARIA''' is a set of specific recommended standards for developers. '''ARIA''' is generally intended to increase accessibility of web pages with dynamic content and specific user interface components.
 
'''Web Accessibility Initiative - Accessible Rich Internet Applications''' or '''ARIA''' for short. '''ARIA''' is a set of specific recommended standards for developers. '''ARIA''' is generally intended to increase accessibility of web pages with dynamic content and specific user interface components.
  
Visit https://www.w3.org/WAI/standards-guidelines/aria/ to learn more.
+
Visit [https://www.w3.org/WAI/standards-guidelines/aria/ W3C's page on ARIA] to learn more.
  
 
===Section 508 (USA)===
 
===Section 508 (USA)===
 
'''Section 508''' of the U.S. Rehabilitation Act generally requires federal agencies to provide information in an accessible way.
 
'''Section 508''' of the U.S. Rehabilitation Act generally requires federal agencies to provide information in an accessible way.
  
Visit https://www.section508.gov/ to learn more.
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Visit [https://www.section508.gov/ Section 508] to learn more.
  
 
===ADA (USA)===
 
===ADA (USA)===
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to information for people with disabilities and prohibits discrimination on the basis of disability.
 
to information for people with disabilities and prohibits discrimination on the basis of disability.
  
Visit https://www.ada.gov/ to learn more.
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Visit [https://www.ada.gov/ the ADA website]to learn more.
  
 
===EU Web Accessibility Directive===
 
===EU Web Accessibility Directive===
 
European Union (EU) Directive on the Accessibility of Websites and Mobile Applications Generally states in regards to web applications that Public sector organisations across the EU must adhere to WCAG standards. The European standard for technology accessibility in the public sector is known as EN 301 549.
 
European Union (EU) Directive on the Accessibility of Websites and Mobile Applications Generally states in regards to web applications that Public sector organisations across the EU must adhere to WCAG standards. The European standard for technology accessibility in the public sector is known as EN 301 549.
  
Visit http://nda.ie/Publications/Communications/EU-Web-Accessibility-Directive/ to learn more.
+
Visit [http://nda.ie/Publications/Communications/EU-Web-Accessibility-Directive/ National Disability Authority website] to learn more.
  
 
===AODA (Ontario, Canada)===
 
===AODA (Ontario, Canada)===
 
'''Accessibility for Ontarians with Disabilities Act''' or '''AODA''' generally states you must adhere to WCAG guidelines.
 
'''Accessibility for Ontarians with Disabilities Act''' or '''AODA''' generally states you must adhere to WCAG guidelines.
Visit https://www.aoda.ca/ and https://www.ontario.ca/laws/statute/05a11 to learn more.
+
Visit [https://www.aoda.ca/ the official Accessibility for Ontarians with Disabilities Act website] and [https://www.ontario.ca/laws/statute/05a11 the Ontario government page] to learn more.
  
 
==Testing for accessibility==
 
==Testing for accessibility==
 
Platform3 is tested for accessibility by a 3rd party (a completely blind computer user) and tested by SmartSimple employees. Primary testing is done with the '''JAWS''' screen reader on desktop computers.
 
Platform3 is tested for accessibility by a 3rd party (a completely blind computer user) and tested by SmartSimple employees. Primary testing is done with the '''JAWS''' screen reader on desktop computers.
  
Download our Voluntary Product Accessibility Template https://www.smartsimple.com/agreements.html
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[https://cdn2.hubspot.net/hubfs/6704953/1_-_SmartSimple_Voluntary_Product_Accessibility_Template.pdf Download our Voluntary Product Accessibility Template (PDF)]
  
 
===Automated testing===
 
===Automated testing===
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'''Wave toolbar''' - annotates possible problems inline. https://wave.webaim.org/extension/
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[https://wave.webaim.org/extension/ '''Wave toolbar'''] - annotates possible problems inline.
 
[[File:a11y-wave.png|thumb|none|500px|Screenshot of Wave]]
 
[[File:a11y-wave.png|thumb|none|500px|Screenshot of Wave]]
  
  
'''Tenon''' - display code snippets and guidelines. https://tenon.io/
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[https://tenon.io/ '''Tenon'''] - display code snippets and guidelines.  
 
[[File:a11y-tenon.png|thumb|none|500px|Screenshot of Tenon]]
 
[[File:a11y-tenon.png|thumb|none|500px|Screenshot of Tenon]]
  
  
'''Google Lighthouse''' - provides an accessibility audit. https://developers.google.com/web/tools/lighthouse/
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[https://developers.google.com/web/tools/lighthouse/ '''Google Lighthouse''']- provides an accessibility audit.
 
[[File:a11y-lighthouse.jpg|thumb|none|500px|Screenshot of Google audit]]
 
[[File:a11y-lighthouse.jpg|thumb|none|500px|Screenshot of Google audit]]
  
 
===Other Tools===
 
===Other Tools===
https://validator.w3.org/ - Check the markup validity of web documents (HTML, XHTML, etc.)
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[https://validator.w3.org/ '''W3C Markup Validator'''] - Check the markup validity of web documents (HTML, XHTML, etc.)
  
https://webaim.org/resources/contrastchecker/ - Check the contrast ratio of foreground and background color. (colored text over a colored background)
+
[https://webaim.org/resources/contrastchecker/ '''Web Accessibility Contrast Checker'''] - Check the contrast ratio of foreground and background color. (colored text over a colored background)
  
 
==Beyond automated testing==
 
==Beyond automated testing==
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* Create your own user group of testers (A group of five people is often recommended as optimal for testing).
 
* Create your own user group of testers (A group of five people is often recommended as optimal for testing).
* Test for usability learn more at [[Usability]]
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* Test for [[usability]].
 
* Consider a 3rd party audit.
 
* Consider a 3rd party audit.
  
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===All links and buttons must be descriptive===
 
===All links and buttons must be descriptive===
If you are adding a link or a button inside your system never say '''click here'''! A user with a screen reader tabs from link to link and they will have no idea what will happen when the link is read out of context.
+
If you are adding a link or a button inside your system never say '''click here'''! A user with a screen reader tabs from link to link and will have no idea what will happen when the link is read out of context.
  
 
Links must be descriptive (describe destination, state the purpose or what will happen).
 
Links must be descriptive (describe destination, state the purpose or what will happen).
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Examples of good link/button text are: “view demo”, “start application”, “enter budget”, “visit smartsimple.com”
 
Examples of good link/button text are: “view demo”, “start application”, “enter budget”, “visit smartsimple.com”
  
Also do not use '''open''' as a button label especially if there are multiple buttons on a page. if you are opening or editing something say what you are opening. That way your screen reader users will know what each button will do.
+
Also do not use '''open''' as a button label especially if there are multiple buttons on a page. If you are opening or editing something, be sure to describe or accurately label what you are opening. That way, your screen reader users will know what each button does.
  
 
===Table Syntax and adding HTML===
 
===Table Syntax and adding HTML===
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[[File:A11y-scope.png|thumb|none|400px|Use proper semantic structures if you add HTML to your system.]]
 
[[File:A11y-scope.png|thumb|none|400px|Use proper semantic structures if you add HTML to your system.]]
  
Go to https://webaim.org/techniques/tables/data to learn more.
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Visit [https://webaim.org/techniques/tables/data WebAIM's page on creating accessible tables] to learn more.
  
 
===Nested tags===
 
===Nested tags===
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===Bold and Italics===
 
===Bold and Italics===
HTML 5 specification states that important text should be denoted with the '''STRONG''' tag not bold ('''B''' tag) and emphasized text should be denoted with the '''EM''' tag not italic ('''I''' tag). Bold and I tags are not perceivable to user agents like screen readers.
+
HTML5 specifications state that important text should be denoted with the '''STRONG''' tag not the '''B''' tag for bold text. In addition, text should be denoted with the '''EM''' tag not the '''I''' tag for italicized text. Avoid using the b and i tags as they are not perceivable to user agents like screen readers.
 +
 
  
 
[[File:A11y-bold.png|thumb|none|800px|Use Strong and EM tags not B and I tags.]]
 
[[File:A11y-bold.png|thumb|none|800px|Use Strong and EM tags not B and I tags.]]
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===Font tag===
 
===Font tag===
The font tag is not supported in HTML5 use semantic elements to indicate emphasis or structure and CSS to handle styling.
+
The font tag is not supported in HTML5. Use semantic elements to indicate emphasis or structure and CSS to handle styling.
  
 
===Declare language===
 
===Declare language===
Your system will automatically declare the language on system generated pages, but if you add a static content or a page in a SmartFolder you will need to declare the language.
+
Your system will automatically declare the language on system generated pages, but if you add a static content or a page in a [[Smart Folder|SmartFolder]] you will need to declare the language.
  
 
Example in the '''HTML''' tag add '''lang="en"''' for English and '''lang="es"''' for Spanish and '''lang="fr"''' for French.
 
Example in the '''HTML''' tag add '''lang="en"''' for English and '''lang="es"''' for Spanish and '''lang="fr"''' for French.
  
Go to https://www.w3docs.com/learn-html/html-language-codes.html to learn more.
+
Visit [https://www.w3docs.com/learn-html/html-language-codes.html ISO Language Codes] to learn more.
  
 
===Use title bars (headings) and tabs===
 
===Use title bars (headings) and tabs===
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===Contrast ratio of text and background===
 
===Contrast ratio of text and background===
The contrast ratio of text to background color must be 4.5 or more to meet WCAG guidelines. You can check color combinations with these tools http://leaverou.github.io/contrast-ratio/ or https://webaim.org/resources/contrastchecker/
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The contrast ratio of text to background color must be 4.5 or more to meet WCAG guidelines. You can check color combinations with these tools: [http://leaverou.github.io/contrast-ratio/ Contrast Checker] or [https://webaim.org/resources/contrastchecker/ WebAIM's Contrast Checker]
  
 
[[File:A11y-contrast.png|thumb|none|400px|Contrast ratio of text over different backgrounds and the WCAG requirements]]
 
[[File:A11y-contrast.png|thumb|none|400px|Contrast ratio of text over different backgrounds and the WCAG requirements]]
  
Be extra careful if you are placing text over an image as the same rules apply.
+
Be extra careful if you are placing text over an image as the same rules apply. System colors can be modified by changing the [[Branding|branding]].
Visit this article to learn more about changing your systems colors. https://wiki.smartsimple.com/wiki/Branding
 
  
 
===Never use color alone to convey meaning===
 
===Never use color alone to convey meaning===
When adding content to your system be mindful you cannot use color alone to convey meaning as a color-blind or visually impaired user may not be able to detect the difference. Make sure content you add has accompanying text, icons or divide the content up in another way.
+
When adding content to your system be mindful you cannot use color alone to convey meaning as a color-blind or visually impaired user may not be able to detect the difference. Make sure content you add has accompanying text, icons or divide the content up in a meaningful way.
  
 
[[File:A11y-color-alone.png|thumb|none|800px|Do not use color alone to convey meaning.]]
 
[[File:A11y-color-alone.png|thumb|none|800px|Do not use color alone to convey meaning.]]
  
 
===Include text alternatives for media===
 
===Include text alternatives for media===
When you upload media such as images to the '''Upload - Multiple Files Storage''' custom field set to '''Enable Media library'''. The '''Alt''' tag will be the title which the user can edit after the upload. By default, the '''title''' and '''Alt''' tag use the file name. So, make sure you name files appropriately.
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When you upload media such as images to the '''Upload - Multiple Files Storage''' custom field set to '''Enable Media library'''. The '''Alt''' tag will be the title which the user can edit after the upload. By default, the '''title''' and '''Alt''' tag use the file name. Screen readers and other assistive technology rely on this '''Alt''' text to describe an image for the visually impaired. It’s also useful to have if the image fails to load.
  
 
When uploading video to the '''Upload - Multiple Files Storage''' custom field set to '''Enable Media library''', if you enable '''Closed Captioning''' users can upload closed captioning files in multiple languages.
 
When uploading video to the '''Upload - Multiple Files Storage''' custom field set to '''Enable Media library''', if you enable '''Closed Captioning''' users can upload closed captioning files in multiple languages.
  
If you are adding custom content in a SmartFolder and calling it elsewhere in your system, make sure you include '''alt''' tags or transcripts for your media in the html.
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If you are adding custom content in a SmartFolder and calling it elsewhere in your system, make sure you include '''alt''' tags or transcripts for your media in the HTML.
  
Alt text must describe the purpose or intent of the media.
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'''Alt''' text must describe the purpose or intent of the media.
  
 
[[File:A11y-alt-tag.png|thumb|none|400px|An image as displayed on a record using the Upload - Multiple Files Storage set to Media Library.]]
 
[[File:A11y-alt-tag.png|thumb|none|400px|An image as displayed on a record using the Upload - Multiple Files Storage set to Media Library.]]
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* Keep sentences under 25 words
 
* Keep sentences under 25 words
 
* Keep it concise, the more you write, the less likely it is to be read
 
* Keep it concise, the more you write, the less likely it is to be read
* Check the reading level of your content. Microsoft Word has a built-in readability check plus there are sites like https://readable.io/ that will check your readability and give you suggestions.
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* Check the reading level of your content. Microsoft Word has a built-in readability check plus there are sites like [https://readable.io/ Readable] that will check your readability and give you suggestions.
 
* If you reference a button or link make sure you mention it by name. Do not rely on location or color.
 
* If you reference a button or link make sure you mention it by name. Do not rely on location or color.
  
 
Here are some articles on writing for web applications:
 
Here are some articles on writing for web applications:
  
* https://uxplanet.org/16-rules-of-effective-ux-writing-2a20cf85fdbf
+
* [https://uxplanet.org/16-rules-of-effective-ux-writing-2a20cf85fdbf 16 Rules of Effective UX Writing - UX Planet]
* https://www.nngroup.com/topic/writing-web/
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* [https://www.nngroup.com/topic/writing-web/ Writing for Web Articles & Videos- Nielson Norman Group]
  
 
===Layout considerations===
 
===Layout considerations===
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[[File:A11y-reading-order.png|thumb|none|600px|Multiple column forms can cause problems with reading order.]]
 
[[File:A11y-reading-order.png|thumb|none|600px|Multiple column forms can cause problems with reading order.]]
  
Here is an article on avoiding multiple column layouts https://baymard.com/blog/avoid-multi-column-forms
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[https://baymard.com/blog/avoid-multi-column-forms This helpful article] provides further details on the design issues surrounding multiple column layouts and why they are best avoided.
  
 
===CAPTCHA===
 
===CAPTCHA===
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[[File:a11y-recapthca.png|thumb|none|500px|Screenshot of reCAPTCHA]]
 
[[File:a11y-recapthca.png|thumb|none|500px|Screenshot of reCAPTCHA]]
  
Although your system uses the latest '''CAPTCHA''' which is consider accessible, CAPTCHAs are criticized in both the Accessibility and User Experience communities. CAPTCHAs are criticized primarily because they are frustrating to use as they add a hurdle to the user’s process.
+
Although Platform3 uses the latest '''CAPTCHA''' which is consider accessible, CAPTCHAs are criticized in both the Accessibility and User Experience communities. CAPTCHAs are criticized primarily because they are frustrating to use as they add a hurdle to the user’s process.
  
 
Your system comes with both the Google reCAPTCHA and an alternative CAPTCHA. The alternative CAPTCHA is intended for jurisdictions that do not allow communication with Google CAPTCHA servers.
 
Your system comes with both the Google reCAPTCHA and an alternative CAPTCHA. The alternative CAPTCHA is intended for jurisdictions that do not allow communication with Google CAPTCHA servers.
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===Session timeout===
 
===Session timeout===
If you choose to setup a '''Session Timeout''' to ensure connections are not left open, remember assistive technology users may take three times longer to complete a task than other users. As such you might want to consider a timeout of 90 minutes or something between 30 minutes and 3 hours depending on your users and the type of data in your system.
+
If you choose to set up a '''Session Timeout''' to ensure connections are not left open, remember assistive technology users may take three times longer to complete a task than other users. As such you might want to consider a timeout of 90 minutes or something between 30 minutes and 3 hours depending on your users and the type of data in your system.
  
 
If you use the session timeout, your users will get an alert with an option to continue working if they have been inactive for the set time.
 
If you use the session timeout, your users will get an alert with an option to continue working if they have been inactive for the set time.
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===Playing media and photo-sensitivity===
 
===Playing media and photo-sensitivity===
If you are using the Upload - Multiple Files Storage custom field with the media library functionality enabled, your users can choose to play that video and audio. Videos and music intentionally do not auto play. Screen-readers navigate by listening, so any sound playing when the page loads will interfere immensely. An exception to this is, if the user specifically requested the video.
+
If you are using the '''Upload - Multiple Files Storage''' custom field with the media library functionality enabled, your users can choose to play that video and audio. Videos and music intentionally do not play automatically. Screen-readers navigate by listening, so any sound playing when the page loads will interfere immensely. An exception to this is, if the user specifically requested the video.
 +
 
 +
If you add your own media content and supporting HTML into your system, ensure you do not auto play any video or audio media. Avoid using blinking or flashing media that flashes more than 3 times a second as this can induce seizures in users with photosensitivity or epilepsy. See [https://www.w3.org/TR/UNDERSTANDING-WCAG20/seizure-does-not-violate.html this WCAG article] for more details.
  
If you add your own media content and supporting HTML into your system, ensure you do not auto play any video or audio media. Also, note that media content should not flash more than three times in a second as it may induce seizures due to photo-sensitivity.
 
  
 
[[Category:Interface]]
 
[[Category:Interface]]

Latest revision as of 08:40, 28 September 2020

Overview

This article is about accessibility as it relates to Platform3. We believe that all people with a diverse range of sight, hearing, movement, and cognitive ability should be able to use the platform, and we strive to ensure anyone can access your system in a way that respects their dignity and independence. This article contains information related to ensuring your system is accessible.

If you have questions or encounter anything that seems like an accessibility issue, please contact our support team.

View our voluntary product accessibility template

Accessibility - Essentials

Accessibility Mode

We highly recommend everyone toggle on accessibility mode on your system. Enabling Accessibility Mode ensures maximum compliance with accessibility standards for all users, such as ensuring interface elements are keyboard accessible.

Toggle this setting on by going to Menu icon > Global Settings > Branding tab > then toggle on Enable Accessibility Mode.

Disabilities defined

A disability in web accessibility terms is a condition or barrier that limits a person from interacting with or accessing information or functionality of a web application. It is estimated that approximately 1 in 5 people have a disability. Disabilities are generally classified into 4 areas.

The four disability classifications (Visual, Hearing, Movement, Cognitive)

Visual

This classification includes people with low vision and the completely blind as well as people with color blindness or other visual impairments such as vision loss due to injury, cataracts and other factors.

Hearing

This classification includes the deaf and those with a range of hearing loss.

Movement

This classification includes people with Cerebral Palsy, Quadriplegia and a range of restricted movement and may include people with arthritis or other conditions or injuries.

Cognitive

This classification includes people with developmental delays, dyslexia, autism, ADHD, Down syndrome and may be expanded to include Non-native speakers and sometimes the elderly.

Assistive technologies

Assistive technologies are anything used to increase, maintain, or improve functional capabilities. Assistive technologies empower us to overcome or remove a disability. Some common assistive technologies include: Eye tracking devices, switches, sip and puff devices, refreshable braille keyboards, screen readers and screen magnifiers.

Assistive devices: eye tracking, a switch, sip and puff device, refreshable braille keyboard

Common screen readers include:

  • JAWS (Job Access with Speech)
  • NVDA screen reader
  • Apple’s OS X VoiceOver
  • Google’s Chromevox
  • Android Talkback

Screen readers on mobile devices typically use a gesture-based user interface whereas on desktops they use keyboard-based interface.

Guidelines and Legislation

Guidelines and legislation are constantly evolving and vary depending on your locality. Below are some prominent guidelines and legislation. Learn more about web accessibility on The Other Wiki for more details.

WCAG

Web Content Accessibility Guidelines or WCAG for short, is a set of international standards, published by the World Wide Web Consortium (W3C). These standards contain a set of guidelines with testable success criteria. Essentially there are four guiding principles in WCAG.

  1. Is it Perceivable: Can I perceive the Interface and information presented?
  2. Is it Operable: Can I navigate and operate the application?
  3. Is it Understandable: Can I understand the information presented and how to use the system?
  4. Is it Robust: Can I use a variety of assistive technologies with the system?

Visit the W3C's page on WCAG to learn more.

WAI-ARIA

Web Accessibility Initiative - Accessible Rich Internet Applications or ARIA for short. ARIA is a set of specific recommended standards for developers. ARIA is generally intended to increase accessibility of web pages with dynamic content and specific user interface components.

Visit W3C's page on ARIA to learn more.

Section 508 (USA)

Section 508 of the U.S. Rehabilitation Act generally requires federal agencies to provide information in an accessible way.

Visit Section 508 to learn more.

ADA (USA)

Americans with Disabilities Act (ADA) generally requires US-based organizations to provide access to information for people with disabilities and prohibits discrimination on the basis of disability.

Visit the ADA websiteto learn more.

EU Web Accessibility Directive

European Union (EU) Directive on the Accessibility of Websites and Mobile Applications Generally states in regards to web applications that Public sector organisations across the EU must adhere to WCAG standards. The European standard for technology accessibility in the public sector is known as EN 301 549.

Visit National Disability Authority website to learn more.

AODA (Ontario, Canada)

Accessibility for Ontarians with Disabilities Act or AODA generally states you must adhere to WCAG guidelines. Visit the official Accessibility for Ontarians with Disabilities Act website and the Ontario government page to learn more.

Testing for accessibility

Platform3 is tested for accessibility by a 3rd party (a completely blind computer user) and tested by SmartSimple employees. Primary testing is done with the JAWS screen reader on desktop computers.

Download our Voluntary Product Accessibility Template (PDF)

Automated testing

There are a number of free tools you can use to test your system. Here are a few popular browser extensions:


Wave toolbar - annotates possible problems inline.

Screenshot of Wave


Tenon - display code snippets and guidelines.

Screenshot of Tenon


Google Lighthouse- provides an accessibility audit.

Screenshot of Google audit

Other Tools

W3C Markup Validator - Check the markup validity of web documents (HTML, XHTML, etc.)

Web Accessibility Contrast Checker - Check the contrast ratio of foreground and background color. (colored text over a colored background)

Beyond automated testing

Automated tools may present false positives and may not catch usability errors. As such you may want to:

  • Create your own user group of testers (A group of five people is often recommended as optimal for testing).
  • Test for usability.
  • Consider a 3rd party audit.

Accessibility - Advanced

If you are a System Administrator you need to pay special attention to ensuring the configuration of your system remains accessible. Here is some important information to note when you modify your system.

All links and buttons must be descriptive

If you are adding a link or a button inside your system never say click here! A user with a screen reader tabs from link to link and will have no idea what will happen when the link is read out of context.

Links must be descriptive (describe destination, state the purpose or what will happen).

Links and buttons need to describe destination, state the purpose or what will happen.

Examples of good link/button text are: “view demo”, “start application”, “enter budget”, “visit smartsimple.com”

Also do not use open as a button label especially if there are multiple buttons on a page. If you are opening or editing something, be sure to describe or accurately label what you are opening. That way, your screen reader users will know what each button does.

Table Syntax and adding HTML

If you are entering HTML into your system and adding a table for display purposes, consider indicating it with role=presentation. Tables headers should use TH and table data should use TD. You may also wish to consider adding scope (col, colgroup, row, rowgroup) to headers. Ensuring you are using proper semantic structures will ensure your content is machine readable by assistive technologies.

Secondly make sure you open and close your tags properly. If you open a TR, TH, TD or DIV make sure you have a closing TR, TH, TD or DIV. Just because it looks right in your browser does not mean it will be machine readable by assistive technology.

Use proper semantic structures if you add HTML to your system.

Visit WebAIM's page on creating accessible tables to learn more.

Nested tags

HTML tags should be nested in a proper order, meaning that the tag opened most recently is always the next tag to close. Example if you open a SPAN inside a DIV make sure you close the SPAN before you close the DIV.

Nest tags in proper order.

Bold and Italics

HTML5 specifications state that important text should be denoted with the STRONG tag not the B tag for bold text. In addition, text should be denoted with the EM tag not the I tag for italicized text. Avoid using the b and i tags as they are not perceivable to user agents like screen readers.


Use Strong and EM tags not B and I tags.

Underlined text

Generally don’t underline text on the web that is not a link. Underlines are strongly perceived to be a clickable link which will confuse and frustrate users. Use strong or em or header tags to denote importance and avoid the u tag.

Font tag

The font tag is not supported in HTML5. Use semantic elements to indicate emphasis or structure and CSS to handle styling.

Declare language

Your system will automatically declare the language on system generated pages, but if you add a static content or a page in a SmartFolder you will need to declare the language.

Example in the HTML tag add lang="en" for English and lang="es" for Spanish and lang="fr" for French.

Visit ISO Language Codes to learn more.

Use title bars (headings) and tabs

Chunk like content under the Layout – Title bar custom field to make it easier to navigate to sets of content. The layout – title bar custom field is H2 (heading level 2). In contrast the name field at the top of object pages is an H1 (heading level 1). By using the title bar field, people using assistive technology can quickly jump or skip content to get from one header (section of content) to another.

Note: Many users prefer longer pages over many tabs. Some users may find it difficult to navigate between tabs, especially scrolling tabs when there are more tabs then can fit on screen. Also, your users may prefer to scroll down over navigating left to right as this a common practice on mobile devices. For these reasons your users may prefer longer pages with title bars over many tabs. You may also want to consider enabling the Title Bar Navigation Pane. Enabling this setting will display a navigation pane on your forms that allows your users to easily navigate between various titled sections of a form. This setting is found under menu icon > global settings > branding tab.

The optional Title Bar Navigation Pane as seen on a level 1 like a grant.

Contrast ratio of text and background

The contrast ratio of text to background color must be 4.5 or more to meet WCAG guidelines. You can check color combinations with these tools: Contrast Checker or WebAIM's Contrast Checker

Contrast ratio of text over different backgrounds and the WCAG requirements

Be extra careful if you are placing text over an image as the same rules apply. System colors can be modified by changing the branding.

Never use color alone to convey meaning

When adding content to your system be mindful you cannot use color alone to convey meaning as a color-blind or visually impaired user may not be able to detect the difference. Make sure content you add has accompanying text, icons or divide the content up in a meaningful way.

Do not use color alone to convey meaning.

Include text alternatives for media

When you upload media such as images to the Upload - Multiple Files Storage custom field set to Enable Media library. The Alt tag will be the title which the user can edit after the upload. By default, the title and Alt tag use the file name. Screen readers and other assistive technology rely on this Alt text to describe an image for the visually impaired. It’s also useful to have if the image fails to load.

When uploading video to the Upload - Multiple Files Storage custom field set to Enable Media library, if you enable Closed Captioning users can upload closed captioning files in multiple languages.

If you are adding custom content in a SmartFolder and calling it elsewhere in your system, make sure you include alt tags or transcripts for your media in the HTML.

Alt text must describe the purpose or intent of the media.

An image as displayed on a record using the Upload - Multiple Files Storage set to Media Library.

Write for web applications

When writing text instructions or captions or any other text-based content that will appear in your system, keep the following in mind:

  • Use the clearest language possible and avoid jargon
  • Chunk content into small parts
  • Keep sentences under 25 words
  • Keep it concise, the more you write, the less likely it is to be read
  • Check the reading level of your content. Microsoft Word has a built-in readability check plus there are sites like Readable that will check your readability and give you suggestions.
  • If you reference a button or link make sure you mention it by name. Do not rely on location or color.

Here are some articles on writing for web applications:

Layout considerations

Do not use location, text size or color alone to mark important information or secondary information. A user with a screen reader is not going to know the second column with smaller text is less important.

Whenever possible use a single column layout for usability and Accessibility.

Single column layout preferred

Some studies suggest single column forms can be filled in faster and people feel more comfortable filling them in.

Single column performance and user confidence.

By contrast multiple column forms can lead to:

  • Skipped fields
  • Data entered into wrong fields
  • Confusion over reading order
  • Create problems for assistive technology such as screen magnifiers
Multiple column forms can cause problems with reading order.

This helpful article provides further details on the design issues surrounding multiple column layouts and why they are best avoided.

CAPTCHA

CAPTCHA or Completely Automated Public Turing test to tell Computers and Humans Apart is a challenge–response test used to determine whether or not the user is human. CAPTCHA is intended to prevent spam. Spam, in this regard is considered any kind of unwanted, unsolicited digital communication, typically advertising entered into online forms by bots.

Screenshot of reCAPTCHA

Although Platform3 uses the latest CAPTCHA which is consider accessible, CAPTCHAs are criticized in both the Accessibility and User Experience communities. CAPTCHAs are criticized primarily because they are frustrating to use as they add a hurdle to the user’s process.

Your system comes with both the Google reCAPTCHA and an alternative CAPTCHA. The alternative CAPTCHA is intended for jurisdictions that do not allow communication with Google CAPTCHA servers.

You can choose where, when and which CAPTCHAs will appear in your system by going to the Menu icon > Global Settings > Security Tab.

Session timeout

If you choose to set up a Session Timeout to ensure connections are not left open, remember assistive technology users may take three times longer to complete a task than other users. As such you might want to consider a timeout of 90 minutes or something between 30 minutes and 3 hours depending on your users and the type of data in your system.

If you use the session timeout, your users will get an alert with an option to continue working if they have been inactive for the set time.

The display of the session timeout alert seen by users if they have been inactive for the specified time.

The session timeout settings are located Menu Icon > Global Settings > Security Tab.

Playing media and photo-sensitivity

If you are using the Upload - Multiple Files Storage custom field with the media library functionality enabled, your users can choose to play that video and audio. Videos and music intentionally do not play automatically. Screen-readers navigate by listening, so any sound playing when the page loads will interfere immensely. An exception to this is, if the user specifically requested the video.

If you add your own media content and supporting HTML into your system, ensure you do not auto play any video or audio media. Avoid using blinking or flashing media that flashes more than 3 times a second as this can induce seizures in users with photosensitivity or epilepsy. See this WCAG article for more details.