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UI Design: Draft IA with Expired NR Flow #18237

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yuisotozaki opened this issue Oct 19, 2023 · 7 comments
Open

UI Design: Draft IA with Expired NR Flow #18237

yuisotozaki opened this issue Oct 19, 2023 · 7 comments
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ENTITY Business Team UX User Experience Research & UI Design

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@yuisotozaki
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yuisotozaki commented Oct 19, 2023

Scenario:
The user starts an incorporation application from an NR. The user leaves the draft filing for enough time elapses that the NR is expired when the user resumes the draft. When the user returns to the draft filing, then the user has a few options.
1. The user may want to resubmit the NR while keeping the draft filing. This should not be allowed as it is not currently possible to add a new NR to a draft filing
2. The user may want to delete the draft filing, and resubmit the NR.
3. The user may want to do nothing.

We need a design that covers these scenarios so that there is a good way to close the user flow loop.

Wireframes (WIP)

https://preview.uxpin.com/7f88c9d90092025bf1206292dbd74a127c938cb4#/pages/164684803

@yuisotozaki yuisotozaki added ENTITY Business Team UX User Experience Research & UI Design labels Oct 19, 2023
@yuisotozaki
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@janisrogers I created a design ticket to address the bug you found. The bug is considered P2 atm.

@Mihai-QuickSilverDev
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To review the scope when this ticket is picked-up.

@yuisotozaki yuisotozaki self-assigned this Oct 20, 2023
@yuisotozaki
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PO Input: Limit the scope to updating the modal content to:
a) Remove the Try again option as it does not solve anything, and
b) update text to guide the user to resubmit the NR by visiting the Manage My NR to continue editing this draft

Out of scope: Any nice to haves.

  • No provision for the user to easily follow a direct link to Manage My NR page with the NR preloaded
  • No mention of other options like creating a new NR
  • No mention of if the user wants to keep the draft but use a different NR
  • No mention of "you can clean up your MBR by deleting the draft and removing the NR from the list"

@severinbeauvais
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Slight snag here: when you resubmit a NR, you get a new NR number. But the NR number is baked into the IA, so they won't be able to "continue" the IA unless Ops goes into the db to update their IA.

@yuisotozaki
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So an expired NR is a throwaway?

@severinbeauvais
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That's a Names question but I think so.

image

image

@Mihai-QuickSilverDev
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By resubmitting an expired NR, users save some time by not having to reenter all the previous details. And once re-submitted, they get a new NR, new pay, and the expired NR goes to waste. I think we literally have thousands of these, if not tens of thousands.

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