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Annotation Viewer is no longer opening in a new tab - This adds risk of voting on the wrong task!

Glenn Hom 9 months ago in Productivity Management updated by Rachel Phillips 9 months ago 16

Please see below. The annotation viewer window within the red box used to open up by itself in a new browser tab, which was extremely advantageous, because it allowed you to move the tab to a second screen and see both the annotation viewer and the task inbox to vote at the same time. Starting Jan 16, 2020, the annotation viewer now opens up in the same tab and replaces the task inbox view. In the past, the annotation viewer did not have the left side navigation column. This new function is terrible, because by closing the task inbox, you run the risk of voting on the wrong task when you go back to it. When both were visible on separate tabs, that wouldn't happen. Now the risk of voting on a different task is heightened. The only workaround is to reopen the task inbox in a new tab, but this adds multiple clicks and still runs the risk of voting on the wrong task. I think this is a terrible development and users are complaining. Anyone else seeing this same problem?

No, after further discussion the approach that I've outlined below is the approach we want to use going forward. This matches the behavior of the rest of the application.If you want to open in the same tab, just click the link in inbox like normal. If you want to open in a new tab, right click the link and choose to open in a new tab. This gives users immediate flexibility without having to configure any extra options.

Are we still pending the other proposed solution Eric mentioned about the "Annotation Preference"

"Another approach we could consider is adding another "Annotation Preference" for users that allows them to chose whether they want the annotation viewer to open in a new tab or the same window? If they chose this option then they need to know they also have to allow pop ups for the Aprimo application in their browser settings?"

This it the ideal approach from Citizens perspective. Our users do not want to have to open something in a new tab. They barely use this feature as it is.

Update on this: tentatively in PM release 112 from task inbox, we will add the ability to right click the View Annotations menu option and open the annotation viewer in a new tab.

We've also started receiving complaints from users after R109. We trained our users to expect to see new tabs as part of the new UX, they rely on this to be able to view documents side by side when making necessary updates.

For Barclays, this is also issue its confusing for our reviewing population, we would also request the fix be backed out.

I will share that Aprimo made this shift for a few reasons:

  • With the new navigation we are wanting to keep the users flow all within the one window unless they consciously decide to open something in a new window.
    • We got lots of feedback from new customers (and existing but over time they got used it) that their users would quickly get confused on where they are and how to get to where they just were in the application
  • With the new navigation, we want to keep that answer simple which should be “if you want to go back to the page you were just on simply click the “back” button”
  • If a user makes a conscious choice to open a completely new tab then they are aware they did and so and understand how multiple tabs will behave.
  • This was why with the new Navigation we shifted Calendar, Idea Lab and Spend Central to no longer open in their own new tab but instead in the main window.
  • Another reason for making this change was we do not want user to have to “disable pop up blockers” for the Aprimo URL in order for the application to work.  
    • If we initiate the window popping open that is a "pop up" and it will be blocked by your browser unless you allow pop ups.  
    • If the user chooses to open something in a new tab the browser does not consider that a "pop up"

Another approach we could consider is adding another "Annotation Preference" for users that allows them to chose whether they want the annotation viewer to open in a new tab or the same window?  If they chose this option then they need to know they also have to allow pop ups for the Aprimo application in their browser settings?

The annotation preference option could work but I would rather see it as a system parameter so as admin's we can decide what is best for our user population rather than having to go user by user to turn this on.

Will the current function that automatically opens annotation viewer in a new tab also be brought back?  From our point of view this is a defect since current function is not working, it is not an enhancement request.  Our users need to be able to view documents being reviewed side by side and this issue has significant impact to us.

Yes, AIG users are not happy with this change. Very poor user experience for the reasons already noted. Also, users were in the habit of closing out of the annotation viewer tab once done and would then still have their task tab open to vote on, etc. Due to habit, they are closing out of the annotation viewer tab and inadvertently their task as well and having to go back into the task inbox.

Committed

Glenn and others, we appreciate this feedback and I can understand the use case.  We are going to modify the menu options on the thumbnails so that the "View Annotations" menu option can be right clicked and give the option to open as a new tab.  This would allow users to still chose to open the annotation viewer in a new tab if that is their preference for side by side viewing.

Why would you now require users to right click and open in a new tab when having the default action being that it opens in a new window was working just fine? It's adding an additional click that isn't necessary. It only makes sense for it to open in a new window. Even in old nav the annotation viewer opened in a new tab, so this seems like an odd change.

What am I missing here?  When I click on the Annotation Viewer, it opens up directly into a new tab.

We now see this issue with R109 to US Production 2 and agree with everyone users shouldn't have to right click to view in a new tab.

Wells Fargo agrees and requests that this change be backed out due to the added risk and poor user experience.  


We showed this to a group of users and all agreed that this is a very poor user experience.