Recommendations: UX Project Delivery Checklist


This checklist ensures a smooth UX project delivery with a focus on usability, accessibility, and client satisfaction



1.Configure Thumbnail Logos


Replace the default Netcontent logos.


2.Configure the password recovery screen. 


Use the same background as the login screen to maintain design.



3.Set up the signature area


With options relevant to the project. Remove any options that do not apply to simplify the process for users.




4.Customization of the Screen After Completing a Form


Attach logos and messages as requested by the client, such as messages, survey links, promotions, etc. Use the same background as the login screen to maintain design.


Sizes:

  • Isologo: 228x228
  • Small Logo: 768x101
  • Login/Form Completion Background: 2860x1682
  • Email/Form Banner: 1536x100
  • Internal Banner: 450x100



5.Login Screen Configuration


Configure the login screen with the background image provided by the client. Check with the client if they require the SSO options or Captcha to be displayed. Displaying all options can potentially confuse the user.




6.Design and Widget Presentation Configuration


If a carousel is required, request images and information from the client.




8.Visual cards can be designed on the dashboard panel using images from Material Icons


Material Icons - Rocket 1
Material Icons - Rocket 2


In the Widgets section, they can be configured as follows. Then, activate and make them visible on the dashboard.




9.Review User View


Check the data that does not need to appear to improve visualization and user experience, such as: record ID, creation date, created by, modified by, etc.



10. Configuration of Quick Searches for Users


Set up quick searches so users can be directed straight to the records page.


11. Generate a Default View of All Records of the Same Type


Unless the client requires a specific filter, create a default view that displays all records of the same type.



12.Configuration for Searches


Only show records that are active in the "Record Types" section.



13.Configure Alert Flash Visibility from Roles


It is possible to configure whether the alert flash appears based on user roles.



14.Configure Audit Fields Visibility in the Record Grid


The visibility of audit fields in the records grid can be configured to hide them if needed.



15. Tooltips Configuration: Improve User Experience


Set up tooltips to enhance the user experience.



16.Review Record View for Users


Review whether the "Verify" button needs to be hidden, especially for users who only need to validate tasks. The "Pending" bar will not be displayed if the user has no tasks to perform


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