Incident Reporting

System

INTERACTION DESIGN

WEB BASED

MacCover-02.png
Tools

Adobe Illustrator

Figma

Lucidchart

Methods

Research, Sketching, Wireframing, Prototyping

Context

My role: UX/UI Designer

Human Centered Design Class - Fall 2019

8 weeks

THE CHALLENGE

One of the biggest causes for underreporting is the reporting system design. Existing incident reporting systems are paper based, they are usually delegated to supervisors, and do not address worker safety. Some user's opinions are "I can never find the forms" or "I usually ask my manager to write it for me". Based on these facts, the challenge for this project was to identify: How might we encourage users to change their traditional paper-based reporting systems and address worker safety? 

THE SOLUTION

I conducted different User Centered Design techniques to approach this project. After a few iterations of my task flows, site maps and sketches, based on the feedback received from my classmates and the Professor, I designed a web-based incident reporting system for nursing home settings. The objective of the system is to provide user specific interface for report, submission and analysis of incidents in nursing homes. 

I built  "Safety", a system  characterized by its simplicity and appealing interface oriented to the needs of the target users. It also provides key dashboard analytics that will allow to identify system hazards and statistics about case management. 

PROCESS & DELIVERABLES
Background

The professor provided us with some background about incidents in work environments and information about Nursing Home Facilities. She also provided some requirements to address in our solution. 

Nursing home facilities characteristics
Target users - Incident reporting system
Understanding incident reporting systems

I conducted secondary research to understand the use of incident reporting systems and the operations at nursing homes. Some of the questions that I addressed in my research were:

  • What are Incident Reporting Systems?

  • What are the barriers to report?

  • What design considerations should be taken into account when designing Incident Reporting Systems?

  • What is OSHA?

  • What are the design precedents?

I synthesized the research and used the key insights to derive the main design principles. This helped to guide me during the concept development. The full report can be found here: Secondary Research Incident Reporting System

Organizing my findings

The concept map helped me to organize my findings and integrate them with the design requirements given for the project. It also helped to map the different statuses for the incidents and cases, as well as understanding the required documentation such as worker compensation and OSHA.

Visualizing primary steps that users take to accomplish their goals

Once I had an overall understanding of the product, I started working on the task flows. I used Lucidchart to develop the task flows. It was an iterative process as I shared them in class and received feedback from my classmates and the Professor. 

The mapped tasks were:

  • Login

  • Create User Account

  • Edit User Account

  • Create Report (Injury/Illness, Property Damage, Near Miss)

  • Edit In Progress Report

  • Submit Report

  • View Reports

  • Review Submitted Incident

  • Submit Worker Compensation Form

  • Submit OSHA's Form 301

  • View OSHA's Forms

  • Generate OSHA's Summary Report

  • View Dashboard

 

Below are some of the task flows:

Incident Report System - Task Flows - Ca
Structuring the site

The sitemap was an iterative process as well as it had been changing once I started working on my sketches and wireframes. Below is the last version of the site map.

Shaping ideas quickly

I started designing some sketches based on the stated sitemap and the task flows. These sketches helped me to explore design alternatives and I was able to organize accordingly all the elements. Below are some of my sketches.

Sketch Incident Reporting System - Home Page
Sketch Incident Reporting System - View Reports
Sketch Incident Reporting System - Create Report
Sketch Incident Reporting System - View Dashboard
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Facilitating feedback - almost there with the final design

After revising my sketches and making some changes, I used Figma to create the wireframes. These wireframes convey the structure of each screen, the content, the actions and behaviors the user might expect from each button. The label number on each screen correspond to the site map. This exercise was great to determine what type of elements will be needed for the forms such as text labels, drop-down options or radio buttons; the modal confirmation messages; and the elements and visualizations needed for the dashboards. 

The complete set of annotated wireframes can be found here: Annotated Wireframes Incident Reporting System

Annotated Wireframes 1.jpg
Annotated Wireframes 2.jpg
Annotated Wireframes 3.jpg
Annotated Wireframes 4.jpg
THE FINAL DESIGN

Finally, I designed the prototype for "Safety, The Incident Reporting System for Nursing Homes". This was the last step in the design process that followed an iterative process as well.

Some considerations that I took for the present project:

  • The screen size chosen for the design was Desktop 1440 x 1024.

  • The system assigns the reports to admins to be reviewed. 

The style guide can be found here: Style guide Incident reporting System

The icons and images were downloaded from plugins in Figma. Icons were from 'Iconify', a free source library and the images were from 'Unsplash', a free source library. 

Below are some of the screens of the final design and a video of the prototype.

Style guide IRS-22.png
Incident Reporting System Prototype - Login
Home Page
Illness.png
3.0 Case Management - EditCase1.png
OSHA summary report.png
5.1 Incident Analysis.png
THE PROTOTYPE

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