User Friendly Search
As a response to customer complaints and user confusion, I
was tasked with designing a search feature that could be used
easily
by novice and self-service users. I also needed to create a guideline
that was easy to implement and used interface and interactive
elements that were part of the PeopleSoft development toolkit.
Below
are the major design decisions I made to create a search
feature that is a more effective experience for the novice
user:
- Separated search fields and features
into 2 classifications – Basic Search and Advanced
Search. The Basic Search would contain fields and features
that are commonly used. The Advanced Search would be hidden
by default and would contain more complex features that are
used less frequently.
- Button bar like area for the consistent
placement of all buttons and links.

- The Save Search feature (a seldom
used PeopleSoft Tool kit feature) that allowed users to save
frequently-performed queries.
- Standard location and format
for all instructional and error text.

- Standard format for all date fields.
- Implementation
of six-column grid that would accommodate nearly every
field and feature layout configuration.
Each Search Box guideline was written so as few or as many
features can be applied as design constraints, schedule and
budget allowed while still maintaining a search feature consistent
across PeopleSoft products. I wrote the Search Box guideline
to be used by both interaction designers and developers. The
guideline was also meant to be an appendix to the PeopleSoft
Standards and Guidelines documentation.
Over the course of 6
months, the search box design guideline was applied to the
Manage Time, Approve Time, Manage Invoices,
Manage Expences, Approve Expences, Manage Services
Work Orders, Manage Requisitions and Approve Requisitions components
in the Services Procurement and eProcurement products. |