Data Collection Forms

1.       Can the user create a scheduled transaction, enter it and verify to see if it is entered in the system?

Observer’s known click stream		User’s click stream
Schedule transactions > new schedule > schedule name > fill out details > right click/ go to home > Enter next transaction/click on the icon > Go to ledger to verify
Observations/ Verbal comment	Observations/ Verbal comment		Follow up Q&A

Task Rating by observer: J K L M

Notes:

·    Create scheduled transaction

·    Enter transaction

·    Find entry in the ledger

·    J: Completed easily

·     K: Completed with minor problems

·     L: Completed with lot of difficulty

·     M: Not completed

·    * all the interpretations, + if more info required, “ ” verbal comments

2.       Can users understand terminology (Clear) and edit the transactions accordingly?

Observer’s known click stream		User’s click stream
Go to Ledger > Identify the transaction and select it >  1. Edit > Clear  2. Right click > Mark transactions as > Clear    3. Double click > Clear
Observations/ Verbal comment	Observations/ Verbal comment		Follow up Q&A

Task Rating by observer: J K L M

Notes:

·    Change NR to C

·    Be able to edit an entry

·    J: Completed easily

·     K: Completed with minor problems

·     L: Completed with lot of difficulty

·     M: Not completed

·    * all the interpretations, + if more info required, “ ” verbal comments

3.        Can users understand terminologies like Reconcile and Non-reconcile and be able to change status accordingly?

Observer’s known click stream		User’s click stream
Go to accounts > click on account > Edit the wrong entry > Click on the reconcile icon on the top > Go back to Accounts > Right click > Reconcile
Observations/ Verbal comment	Observations/ Verbal comment		Follow up Q&A

Task Rating by observer: J K L M

Notes:

·    Reconcile entire account

·    Rectifying the wrong entry

·    Edit entry

·    J: Completed easily

·     K: Completed with minor problems

·     L: Completed with lot of difficulty

·     M: Not completed

·    * all the interpretations, + if more info required, “ ” verbal comments

4.       Can the user create budget for a particular year and view the budget plan in a desired format?

Observer’s known click stream		User’s click stream
* Scroll down below the fold > Go to Budgets > click on new budget > right click > select budget year> Choose category > go to individual > enter value for each month > enter/green tick mark > Save it * Go to reports > Report Tab > Budgeting  >Monthly budget > configure > Time and then Chart > Pie > Chart Tab
Observations/ Verbal comment	Observations/ Verbal comment		Follow up Q&A

Task Rating by observer: J K L M

Notes:

·    Entering 2010 year could be difficult as the options to edit year information is hidden

·    Choosing budget categories can be confusing to do inconsistent terminology, here they are called “account”

·    ‘Clear field’ button may be confusing

·    The switching between months, year and individual could be confusing.

·    Be able to identify ‘report’ as ‘budget report’

·    Figuring out use of right click for more options

·    J: Completed easily

·     K: Completed with minor problems

·     L: Completed with lot of difficulty

·     M: Not completed

·    * all the interpretations, + if more info required, “ ” verbal comments