The product managers reached out with a request to create a separate module for the user to review, approve and disapprove new and modified records in KAT Next Gen.
Determining the problem
With a strict 2-week deadline, I had to quickly determine the best way to organize all available data within a dynamic table. My challenges were:
1. The design needed to work within the constraints of the Kendo UI framework in order for it to be handed off to development with limited revisions.
2. The layout needed to show the greatest number of records possible on one screen, while also giving room for the user to access subtables.
3. The table could not be autogenerated because it would take more time to generate based on filter changes and could result in system errors.
I referenced other areas of KAT Next Gen for table styling as well as functionality in order to maintain consistency throughout the product. I referenced Kendo UI framework as well as Excel which is heavily used by employees on a daily basis.
Based on the problems identified, I quickly constructed wireframes to gather feedback from the BA’s on the overall layout and to confirm functionality.
The final design shows a collapsable table, where sub-tables are accessed on the right side of the screen. This eliminates the table growing vertically as the user views more granular information while also showing the maximum number of records on the screen. A generate button was added to avoid system errors by auto-generating data. A selected state for rows helps the user easily determine their place when viewing numerous records. Scroll bars were implemented within sub-tables in order to view all available information.
Results and Takeaways
Since the implementation of this newly constructed review module and review record experience, I have received positive feedback from users about the dynamic tables as well as overall legibility and design. Involving development from the start of the project helped to understand all technical limitations and helped to reduce the amount of revisions to the final designs.