OVERVIEW
The search system came about as the highest priority to address within the system we were working. The development team were working on the backend to implement Elastic Search. Which is required to make a fuzzy search system work as it requires us to to search through all fields at once, through massive data sets.
USER GOALS
- Able to search stakeholders and other entities from anywhere the component is implemented.
- Search all fields of all entites instantly.
- Be able to open entities.
- Be able to find the easily identify the entities coming back.
- Associate results with the current Ambient Projects.
CURRENT ADVANCE SEARCH
The Advance search stills played a role in helping produce specific reports. However, was not designed well for doing day-to-day searches on entities easily. Which leads to the current user journey pain points:
CURRENT USER JOURNEY PAIN POINTS
User needs to:
- go to a new page before starting to search
- select an entity type
- select a field type
- select a multiplier type
- select text input field
- click search before search initializes
- repeat this process from step 2 if nothing appears.
Here is the current workflow of the Persona 'Admin' using the advance search.
FUZZY SEARCH PROTOTYPE
**Here is the finished prototype that was handed off to the development team.***
User needs to
- select input field
- start typing
Thats it. Pretty Simple.
USER FEEDBACK
After showing an earlier version this to the cliental that use the system. The following requests and changes were made:
- Adding default of the Tasks assigned to the user (not globally). From there, we added in the option to assign any user within their team.
- Able to to select any or all Interaction types.