Laura,

 

The latest Genentech mockups look good.  As usual, I’ve got some suggestions:

 

Line 2:  Welcome

 

The copy says “Because this is a Web site you can save the reports to your computer -- this means less paper!”  Is this true?  How will they save the reports to their computer?  In what format will the reports be saved to their computer?

 

Line 3:  New Distributor Profile

 

The comp has certain text in bold red.  This looks like the text you receive after you submit a form page that contains errors.  I presume that we WILL use bold red text on this same form if the user makes an error – so this is a potential confusion in the style conventions.  We’ll need to have two distinct style conventions – one for important but general messages, and one for error messages.

 

Line 4:  Registration Confirmation (and Next Steps)

 

This mockup still needs to be done.

 

Line 6:  Forgot Password

 

The copy can easily be misinterpreted to mean that we’ll send the password to whatever email address they provide.  We should make it clear that the reason we are asking for the email address is to identify and validate who they are.  Only if the email address matches one that we have on record will we send the login information.

 

It might be helpful to provide an alternative route at this point -- that is, a phone number.

 

Line 7:  Password Sent Confirmation

 

The user is not logged in at this point, so we can’t provide a link to Contact Us.

 

The first sentence is too long.  How about just this – “We have received your Login and Password reminder request.  The information will be emailed …”

 

Line 8:  Submit Sales Data

 

In light of the issue I raised at the meeting with Genentech, we need to combine the physician dropdown and the location dropdown into a single dropdown that shows physician/location combinations.

 

The issue is that when the user chooses a physician/location for which sales data has already been entered, then the quantity fields need to be repopulated with the existing data.  In other words, choosing a physician/location that has already been entered is functionally identical to clicking on the “edit” link next to the existing entry.

 

This implies that editing will occur directly on this screen, and that a separate Edit screen is not needed.

 

Line 9:  Zero Sales Confirmation

 

If there are no sales, then something needs to appear beneath the header “March 2002 Sales Report”.  Most likely a text message would appear here.  There are two possible messages, corresponding to two different cases:

 

a)       “You have not yet entered any sales data for this month.”

b)       “You have marked this month as having no sales.”

 

We should create a mockup of at least one of these screens – and the “Zero Sales” version is the more important one to illustrate.

 

Line 10:  Edit Entry

 

This screen is probably not needed anymore.

 

Line 11:  Sales Report History

 

The latest mockup is a bit hard to read.  The physician names are wrapping, and the first entry (which probably isn’t supposed to be there) is missing a quantity.  I also presume that the bold entry is a mistake.  Also note that the total for Protropin 10 mg is missing and needs to be added.  I recommend that the list have some meaningful sequence, probably an alphabetical listing by the physician’s surname.  It would be helpful to include two entries with the same physician name, but practicing in different locations.

 

Line 12:  Printable Report

 

The mockup is old, but you might want to leave it and just have Dennis modify the comp.  The obvious change is that two columns of the data need to be removed.  Beyond that, duplicate sales of the same item for a single physician should be combined (e.g. Freedman currently has two different sales for Protropin 5 mg).  Protropin 10 mg should be included in the product totals.  The physician list should be alphabetized, and one of the physicians should have two locations.

 

Line 13:  List of Physicians

 

The physician list should be alphabetized, and one of the physicians should have two locations.

 

Line 14:  Add New Physician

 

In the comp, we probably need to find a different convention to highlight important text, rather than bold, red text – which looks like an error message.

 

Line 17:  Confirmation of Profile Update

 

The zip code data should be non-editable text, rather than a text entry field.

 

Line 18:  Change Password

 

After the page title, there is a stray word “Password”.  It is not clear which fields are required (presumably all of them).  Let’s go ahead and choose a required length for the password, e.g. “The password should be at least 5 characters long.”  The button “Submit Profile” should say something like “Submit New Password”.

 

Line 20:  Help Screen

 

It will probably confuse the distributors to call this screen “Customer Help”.  We should come up with a clearer alternative, perhaps just “Help”.  The functional notes on this screen are erroneous.

 

Line 21:  Step-by-Step Help

 

I suggest replacing the name “Web Site Help” with “Step-by-Step Help”.  The popup is a good idea, but the text is way too long.  It will actually be a lot more useful if it is much more concise.  Also, we don’t need to explain the obvious (e.g. clicking on “Delete” next to physician’s name will delete the physician).

 

Line 24:  Confirm Question Submitted

 

We should confirm that the question was submitted to Genentech.

 

Line 26:  Confirm Suggestion Submitted

 

We should confirm that the suggestion was submitted to Genentech.

 

That covers the Distributor interface.  I’ll save the Administrator interface for tomorrow.

 

- Philip

 

Philip Bouchard

Managing Director, Projects

OnlineFocus, Inc.

(650) 605-6500 ext. 224