Onboarding for improving user experience

Dear all,

Is there a possibility to include onboarding (pop-up) on the ODK collect?

For example: "if user has no admin settings or opened the app for the first time show him a dialog to import settings via qr code right or manually"

Is there such a feature or others related to onboarding? I read a few topics on Improved user experience but never found anything like this. If not existent, can I place a request (or wishlist bucket?)

Thank you for your feedback.

Hi @LaraVR!

Historically, our typical user has their device setup by a supervisor or during a training session. And we assume that they also have a server setup and form designed already before they get to this stage.

It sounds like you don't have that kind of setup. Can you tell me more about your user and why they need more self-led onboarding?

Hello Yaw! Great that you contacted me. We work with farmers across the world, and we create the data collection tool for enabling them to report remotely. We will launch the app through email remotely but we found them having a hard time doing on their own
things like server settings. The server setup and forms are ready. It is just about making an improved interaction with the user, for "love at first site" with the odk collect. They use (and I have seen) other apps that has quite a bit of guidance embedded
in it, like interactive videos, hoover-over, click onwards, etc...

Does it make sense?

Lara Vallejo Roosdorp

+49 (0)173 639 2026

Lara.roosdorp@soilandmore.com

It makes sense.

As far as settings, Collect can be configured via QR code and the Central server uses this feature to help devices connect to it. Central's roadmap over the next year includes a feature to sync forms, submissions, and settings so device setup and management will be a lot easier.

Onboarding is a totally different issue and I think it's something that we should consider adding. What are top five or six things you'd want the user to know about? Is there a data collection app that you think does this really well?

Hi Yanokwa,

I have noticed the QR code feature; however, if we are using with different farmers it does not help much, they want to keep their data separate (having their own settings, username and password).
Still they would need to download the app and change settings then.

Onboarding helps with the user “account configuration” as they can be prompted to add in their user id and password, as a registration process. Keeping it to a minimum, of course.

Main functions needed:

  1. Registration: only need username and password
    The ideal type of onboarding would be function oriented, but progressive since most users skip through long app intros.
  2. Guidance through use: As the user sees new information requested that would be displayed in the page of relevance
    So in the main menu of the collect app we would have the buttons for the workflow and the guidance would only pop-up when clicking on a menu. For instance get forms = “here you can select forms that are relevant to your monitoring program, download a blank form prior to going to field”, something like that.

5 things I would like our users to know about:

  1. Registration and form download
  2. Form upload and data pathway
  3. Data Privacy
  4. Feedback channels
  5. About us and our support channels

The idea is to teach users about the data collection through an app, compel them to fill up and create a dialogue between pop-ups and email notifications.

Here is a good link with summary of useful onboarding tips.

Let me know what you think that helps. I am happy to continue this dialogue.

@LaraVR Your message seems incomplete. I noticed you are using email, so perhaps use a web browser to come to Onboarding for improving user experience and edit the message accordingly?