User Testing for CDC Public Health Portal

You have new functions and designs on your application.

Having a user researcher is important to get users to test your wireframes and prototypes and provide user-centric insights that can aid in a more efficient product both before and after product release.

Project Scope

  • Goals: Understand how public health orgs intuitively navigate a data sending observation Portal 

  • Client: Center of Disease Control and Prevention (CDC)

  • Method: User testing interviews

  • Duration: 8 weeks

  • Participants: 6 public health data producer, tech company, public health data receiver teams; 7 internal team members

  • Recruitment: Email volunteer existing users, email team members

  • Tools: Miro, MS Teams, Dovetail, Figma, site test environment

Background

Public health agencies and the general public need to know accurate data on immunizations, cases, and other associated data on various diseases, viruses, and disorders. The CDC needs to collect the data the data from many sources so that they can analyze the data and disseminate statuses.

I conducted a user testing initiative to identify how organizations and tech companies who send and receive public health data to the CDC would interact with the features accessible on the Portal.

User Testing

Do users like these features?

Later I conducted user testing sessions. The first user testing session used UI wireframes. The second user testing session used a functional prototype.

Wireframe Method

I interviewed 6 Portal customer teams, 3 Programs and 3 Public health tech companies.

I recruited the teams by availability (work together). I was required to abide by the Paperwork Reduction Act regulations limiting my user participant count to 9 participants total. We used internal users as the testing environment was just implemented and we were working out kinks before showing to external users.

During the session I:

  • Asked of the teams’ broader organization, industry, public health domain and how they have sent or received data to Portal Company prior (if they have)

  • Asked what pain points do they have in sending and receiving public health data

  • Facilitated a user testing session providing access to the wireframes where users sorted features shared their thoughts on each page and were guided to complete a few simple tasks

Some features were not available on the prototype but was still asked on participants:

  • Upload Files page

  • Support page or pop-up

  • Manage Users & Data page

  • Profile & Settings page (was available but in JSON format)

Wireframe Findings

I recorded participants’ comments and documented them. I synthesized the major themes. A few themes were:

  • route should be renamed

  • having a customizable timeframe filter

  • having a timeframe that can narrow down to the hour for users sending or receiving thousands of submissions daily

  • showing the type of error

  • some click on the Failed button under status rather than the 3 vertical dots

  • file icon not very clear and can mean multiple things

  • sort not useful for users sending or receiving a lot of submissions regularly

  • want to be able to filter by other metadata fields

  • submission detail stages look clickable but are not

  • profile or somewhere can show details of what data streams and features one has access to

Prototype Method

I interviewed 7 members of 3 teams internal of Portal teams: Customer Support, Upload API, and Portal Company lead.

I recruited the teams by availability (work together). I was required to abide by the Paperwork Reduction Act regulations limiting my user participant count to 9 participants total. We used internal users as the testing environment was just implemented and we were working out kinks before showing to external users.

During the session I:

  • Asked of the how the teams will use Portal and interact with the Portal ecosystem currently and anticipated in the future

  • Asked what pain points do they have in receiving public health data, data monitoring, and resolving issues

  • Facilitated a user testing session providing access to the test environment site where users sorted features shared their thoughts on each page and were guided to complete a few simple tasks

Some features were not available on the prototype but was still asked on participants:

  • Upload Files page

  • Support page or pop-up

  • Profile & Settings page

  • Manage Users & Data page

Prototype Findings

I recorded participants’ comments and documented them. I synthesized the major themes. A few themes were:

  • confusing unusable half screen login page

  • may require more than one authentication company

  • not clear what will come from the bell icon

  • would like error displayed on the dashboard for easy visibility to take action

  • display actions needed (or lack thereof) for the user to support error

  • a customer support ticket attached to a particular error file

  • ability to adjust pagination of Track Submissions

  • search of some sort is needed

  • tell users if one needs to resubmit

Conclusion

The insights from the service design workshops and documentation as well as the user research and testing supported the initial version of the Portal.

Unfortunately, the Portal product was cancelled in an effort to consolidate products at Portal Company. Fortunately, many of the insights and ideas was later used on a different product form Portal Company.