Other working titles: Client portal
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A point in the user’s journey where |
...
the interaction is handed off to a third-party |
...
tool. |
...
This is not a standalone page, but a link to a tool with necessary context. |
User Need | To complete steps of their journey to accessing a service online. Often to provide personal data and/or required documents (e.g., to submit an application). |
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Success Criteria | Before the user leaves the website (TCTX), they should have enough information to be successful in the portal. The user can be referred back to TCTX as they navigate in the portal. There is should be no duplicate information on TCTX and the portal – the website is the one source of truth. |
Audience | |
Collection Name | Internal tools inventory |
Examples | |
Estimated # of Instances | Dozens |
Ownership | Vendor & one department |
Relationships | Link in the context of a Service Step-by-Step Process Overview or Detailed Step |
Sections
Descriptive name of the tool (required) – this is not the vendor name, as that usually doesn’t mean anything to the user
Context (required)
Description – text that provides additional details about what the tool is and its purpose (required)
Expectation – what the user can expect once they enter the tool (required)
Instructions/guide – what the user needs to do in the tool to achieve their goal (required)
Next steps – what the user needs to do once they’re done in the tool (if applicable); continuation of the journey outlined in Service Step-by-Step Process Overview