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♻️ Re-rethink the onboarding process #1076
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I think would solve the problems we've encountered with confusion over "scan to access the join page" then "copy and paste the string" that I have experienced while onboarding users, and would still allow for the "distribute personal opcodes" option. I don't think the generation in the app would be all that confusing, people don't seem to pay much attention to the opcode anyways until I tell them to save it. So for the "presenting" version of onboarding, I think this would be helpful. It would prevent anyone who might have been saving the opcode to/from their laptop to do that anymore, do we have an idea or any way of knowing if anyone was saving them that way? I could also see confusion if people were interacting with the join page independently, I wonder if people would think the |
The problem with asking people to type things in is that they can make mistakes while typing - e.g. dfc_fermata versus dfc-fermata versus dfc_germata ... Maybe if we can validate as well, that would work |
Thats a great point, I think that could definitely cause some confusion. Maybe we can make the study codes the users are supposed to input a short hand version of the one we maintain on the backend, and have some type of mapping between the two (i.e. the user would input DFC, but we represent it as dfc_fermata in the backend like we already do). This mapping would give us that validation aspect as we could provide an error message if the study code they entered doesn't exist. |
After thinking about this, I agree that for studies where
How about having the QR code on the join page not be an OPcode at all? This way there will be no need for a "stub" OPcode that could potentially confuse people. No OPcode will even exist until it is generated on the phone |
We would still have this problem though, where there are 2 QR codes / links. The first QR code (included in a group presentation) is an What we'd really like is 1 QR code / link, which is an Maybe the next best thing we can do is have the in-app QR scanner work with the first QR code, eliminating the need for a second QR code. We can also provide an |
I don't know that we would have to have 2 links in the presentation, since the only reason (at least when I was doing this) that I was sending users to the join page was to get an OpCode. I'm imagining, with the "autogen is generated in the app" paradigm, that people could install the app directly from the app store, then scan the code from the screen. This does circumnavigate the join page, but in the presentation setting people aren't reading it anyways, and we can include it and the link to the general openpath page as options to learn more. The summary and privacy policy show the important study specific information in the app. With your proposal above, it looks like we could still do it that way, and the code would do something no matter if you scanned it with your camera or with openPATH, which might be helpful. If we could boil the "group" onboarding process down to "download the app from the store, scan the code on the screen, follow the prompts in the app" I think that would resolve most of the confusion |
We last rethought the onboarding process in Spring 2023
Related issue: #850, particularly starting at #850 (comment)
Related PR (scroll down for discussion about links versus copy-paste): e-mission/e-mission-phone#973
We think that the changes have generally been positive, but we have still encountered some confusion with the new workflow.
Concretely:
It seems like with the previous changes, we got the pre-generated opcode case working smoothly, but autogenerated could be improved
nrelop_dfc-fermata_default_autogen
. In the onboarding, replace the'autogen'
string with an actually autogenerated opcode. On the server, reject any opcodes that have the'autogen'
opcode.@jiji14 @louisg1337 @Abby-Wheelis thoughts on UX welcome!
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