Improved UI for Driver Portal Features - Settlements
Project Introduction
Settlements are the most important information available to the drivers through the Driver Portal. Drivers refer to the Settlements details to understand their past and expected pay for the work done. The current Settlements details view needs improvements to allow drivers to easily access their details and summaries while avoiding any confusion about where and how the results are displayed.
Users and Needs
Drivers with access to the Driver Portal who wish to understand their Settlements for their work require an intuitive interface to access their Settlements
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Display the Settlements details clearly and concisely without the need for unnecessary scrolling or hunting to find the results
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A decluttered space to be able to apply the appropriate date and batch filters to access the current and past settlements
Tasks
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Drivers need to be able to… |
Why? |
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Access Settlements for the different Settlements cycle run by the dispatcher |
Locate the recent as well as older Settlement batches and find the one that they are interested in from a long list covering settlements rom past 12 months |
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Access Settlements - review periodic/ daily settlement summary, review individual settlement per shipment/ route, as well as item-wise breakup - intuitively |
Review Settlement details for daily work done |
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Access Estimated Settlements based on due dates, completion dates or actual delivery dates |
Review Expected Settlement details for daily work done for recent and historic shipments/routes handled |
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Access all the details in a simplified UI |
Get access to the desired information in an intuitive UI, avoiding endless scrolling, clearly highlighted details and minimal clicks to get to the item-wise breaks or individual settlements per day/job |
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Milestone |
Tasks |
Deliverable |
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Week 1 - Research |
Analyzing user feedback and challenges |
List of gaps in the current UX and any possible solutions to address them |
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Week 2 - Design |
Design new Settlements and Settlement Estimator screens |
High-fidelity prototype of Settlement and Estimated Settlements screens that has summary, breakup and ability for the drivers to provide inputs dates/ settlement # for accessing the appropriate settlement details |
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Week 3 and 4 - Development and delivery |
Development of the new Settlements UI for the Driver Portal |
Development and delivery of the new functionality |
References
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JIRA |
https://cxtsoftware.atlassian.net/browse/XD-44615Pending approval |
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Design |
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