I made sure to understand the constraints I would be facing, which were: existent design for entity page, existent in-house tool for form creation, shortage of users for usability test, and time constraint since I was also working on other features and had around 4 weeks to deliver the final product.
To kickstart the design process, we made assumptions as follows: the user would needed required checklists instead of required checklists items; if the checklist is fully answered then user would be able to advance status; and the user would be experiencing environment complexity (interruptions and breaks in workflow) while filling in checklist.
Through the Group-based Expert Walkthrough, we realized one of the initial assumptions was inaccurate. Not just a fully answered checklist, but also no failed checklist items would be requirements to advance statues.
From Group-based Expert Walkthrough we identified managers would benefit from quick access to all checklists available for a specific element and history log with timestamp info for accountability.
From the interviews we validated our assumption: users would be creating the checklists from desktop devices but answering those mostly from mobile devices.
From a 1st round of usability test, we identified that the user would benefit from customization of previously created templates, since similar checklist items were reused on different projects.
During usability test, 3 out of 4 participants were able to complete checklist creation tasks successfully.
1 out of 4 had minor issues while creating the checklist.
During usability test, 2 out of 2 participants were able to complete task regarding answering checklists.
