10 Viewing Agreement Details - HHS/OPRE-OPS GitHub Wiki

Research Purpose

OPRE needs a way to “deep-dive” into individual agreements as well as view multiple agreements aggregated across OPRE. In OPS, there will be a page for every agreement (with multiple tabs for different information) and a list of all agreements (with various filters).

Every agreement has a lot of data associated with it; a description of the work, the timeframe it’s happening, the team members working on it, the funding, budget and more. And all of this data is edited and updated regularly as the agreement moves from a Draft all the way to an Award.

In the legacy system, it was difficult to follow edits on an agreement and there was little transparency into why something changed and who changed it. This caused stress and uncertainty and people often had to email around to find out why something changed or if the change was intentional. To address this challenge, OPS be designed to foster transparency, making agreements viewable by anyone, but only editable by team members, as well as tracking an agreement history with a log of what changed, when and by who.

Research Goals

• Explore options to display all attributes of an agreement
  • What information is most important?
  • When and why are different data edited?
  • By who?
• How is the design interpreted?
  • Does the wording/labels make sense?
  • Is there anything missing?
• Explore options to display a list of agreements
  • What information is important to see at a high-level?
  • What filters would be helpful?

Methods

• 1:1 interviews
• Design feedback sessions

Engagement Groups

• Budget Team
• Division Directors
• Team Leaders
• CORs or other Team Members

Research Plans

July 2023 - Research Plan - Agreement Details Design Feedback