1

I am creating an onboarding process where the admin dictates requirements for it's members.

They start by selecting from a list of identifiers

[ ] Meat [ ] Poultry [ ] Seafood [ ] Produce

Then they go into each identifier they select and pick options

Meat:

[ ] Steak [ ] Hamburger [ ] Hot dogs

Then they go into each option and pick more options

Steak:

[ ] Filet Mignon [ ] NY Strip [ ] Ribeye

Now they will need to go back through this process for possibly Poultry, Seafood and Produce.

What's the best way to do this? What is this called?

  • Have you considered a cascading list with checkboxes on the leaf nodes? – Graham Herrli Nov 5 '14 at 19:27
  • I have! It's still an option on the table. Thanks! – themack Nov 5 '14 at 19:56
  • As presented this question has gone beyond the 'goal' or 'user story' level of abstraction and has introduced a quite limited scope, which excludes a number of potential design options. e.g. Impossible to design a UI where user selects "NY Strip" directly? – Jason A. Nov 6 '14 at 12:31
1

I don't know if there is a name for this iterative process but I would clearly identify where the user is. For example a breadcrumb can show where the user is in the process (first time through the iteration as well as subsequent times through).

Identifier > Sub-identifier > Sub-sub-identifier

I would also consider showing the completed Categories. For example (and don't pay attention to my wording)

"You have completed: MEAT"

If complex iterations are commonplace (and non-sequential) and if the staff are often called away from the on-boarding task and come back to it later then I would consider showing a more in depth display of what has been done as well as the available options. Something along the line of:

YOU HAVE COMPLETED

[Main Category Label]

AAA

BBB

CCC

Meat

DDD

Poultry

Produce

Seafood

  • I like this option too! I am going to wireframe both and see what makes more sense. Thanks! – themack Nov 5 '14 at 19:56
0

Maybe an old classic tree for this kind of need. If you want to go back and forth it seems a not so bad idea.

For limited space and/or more step by step approach you can go to a wizard like interface.

mockup

download bmml source – Wireframes created with Balsamiq Mockups

protected by Community May 11 '17 at 15:01

Thank you for your interest in this question. Because it has attracted low-quality or spam answers that had to be removed, posting an answer now requires 10 reputation on this site (the association bonus does not count).

Would you like to answer one of these unanswered questions instead?

Not the answer you're looking for? Browse other questions tagged or ask your own question.