AMPCB Data Sharing Opt-In UX
VIDEO TRANSCRIPT | Recorded: 2025-03-20 | Verify against current system state
Abstract¶
UX feedback comparing Salesforce UAT and current eBusiness implementations of AMPCB data sharing opt-in/opt-out process. Current Salesforce version lacks clear success messaging after preference changes. Demonstrates eBusiness version with green "Success" banner. Also requests standard HTML required attribute on checkbox to show browser validation message.
Key Procedures¶
- Navigate to My Education > AMPCB data sharing
- Click to open modal and opt in/out
- Observe confirmation messaging
- Compare Salesforce vs eBusiness UX
- Implement HTML required attribute on checkbox
Notable Statements¶
- 0:01:12 "What was happening to us is that members were calling in saying they didn't understand if they were opted in or not"
- 0:01:22 "This is very important to them. This is how they make sure that they are certified year to year"
- 0:01:27 "Making sure that it's clear that something is happening here that's successful is very important"
- 0:01:47 "Success, your sharing preference has been updated"
- 0:01:50 "The important part here is this green message saying success"
- 0:02:05 "At this time an email just went out telling me that I updated these preferences as well"
- 0:02:55 "I have to click this check box or else I can't continue. But there's nothing telling me on the screen what's wrong"
- 0:03:20 "This is a standard HTML attribute... each browser is going to show this in a slightly different way"
- 0:03:29 "It is simply just some attributes that are on this input"
Systems & Configurations¶
Systems Mentioned¶
- Salesforce (UAT staging ITC)
- eBusiness Aptify (current production)
Feature Comparison¶
| Feature | Salesforce Current | eBusiness Current |
|---|---|---|
| Success message | No clear indicator | Green "Success" banner |
| Status text | Only status change | Status + confirmation |
| Email notification | Unknown | Sent on change |
| Checkbox validation | No message | Browser validation |
UX Improvements Requested¶
| Item | Implementation |
|---|---|
| Success banner | Green message at top of screen |
| Message text | "Success, your data sharing preferences have been updated" |
| Checkbox validation | HTML required attribute |
HTML Required Attribute¶
| Code Element | Purpose |
|---|---|
| required attribute | Browser-native validation |
| label | Describes checkbox |
| No JavaScript needed | Uses browser built-in |
Credentials/Access Mentioned¶
- UAT staging access
- eBusiness Aptify access
Vendor Contacts Mentioned¶
None mentioned in this recording.
Errors & Troubleshooting¶
- Issue: No success confirmation in Salesforce version
- Cause: Missing UI feedback
- Resolution: Add green success banner
-
Timestamp: 0:00:40
-
Issue: Checkbox required but no validation message
- Cause: Missing HTML required attribute
- Resolution: Add required attribute to input
- Timestamp: 0:02:55
Transcript Gaps & Quality Notes¶
- Brief UX feedback recording (4 minutes)
- Side-by-side comparison shown
- CE tracker certification importance emphasized
- Simple HTML fix requested (no JavaScript)
- Member support call volume reduction goal