2

I'm working on an HR application where admins can define the scope of a user's role based on their location and organization. So as in the example below, a role may be limited to the "Los Angeles" Location and also to the "Information Technology" and "Sales & Marketing" organizations.

User testing has revealed that the expectation of this configuration is that only users in the intersection would be visible, so only those employees located in Los Angeles who are also either in IT or Sales & Marketing. (Exclusive/reductive)

The required behavior though, is that all employees in the selected locations are available (regardless of organization) and all employees in the selected organizations are available (regardless of the location). (Inclusive/expansive)

It's a fairly unusual use case I'm struggling to find a solution that tests well and makes this clear. I'm curious if anyone has an example of a filtering/scoping mechanism that works similarly that might provide a better design pattern. Thanks!

enter image description here

0

What you are doing is adding the role item to the various different location or organization groups, however the UI design looks like the role is a group that you are adding location or organization items to. I believe this is why users are confused.

Can you make it clear that the selected role is being added to the location / organization groups, rather than the other way around?

Below is a crude way to do it, though it would be clearer what is happening if the user is able to edit a location / organization (with "All" as a special group) and add roles to each one (I'm not sure this is feasible in your scenario).

mockup

download bmml source – Wireframes created with Balsamiq Mockups

1
  • Thanks, this is a helpful framing to run some more tests on. – phauwn Jan 19 '16 at 0:30
0

This is a problem of invisible logic, and as such I'd recommend being explicit.

Perhaps this will do:

mockup

download bmml source – Wireframes created with Balsamiq Mockups

1
  • We tested a version with almost identical wording to your suggestion, in addition to a few other variations, and I was surprised that the results were very consistent in that the wording didn't matter; users still expect the UI to limit the scope. – phauwn Jan 12 '16 at 21:20

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

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