From Allstate- During our senior leadership review yesterday, we realized guest users may not be able to review “answered” questions. So, I attempted to bulk change all answers to “not answered” status. This action erased all our content for a second time. Luckly, we had an exported Excel file and the Activity tracker contained all our content. Everything was restored, but we lost half a day in the process.
Sharing status and ideas to improve the product based on this experience. Not looking for a response.
- After the loss of data twice on the same project, this experience is incredibly dissatisfying. It’s also a poor experience for my new sales director who started in January.
- Regarding the first loss of data, I noticed that once you begin to modify the configuration mapping, there’s no way to cancel. The first loss of data could have been avoided had there been a cancel button. Of course, if there is a way to cancel edits to the configuration mapping, it’s not intuitive.
- My recommendation is to encourage your engineers to find a more natural and identifiable approach to cancel edits.
- The bulk action process for changing an “answer” status is clunky. The approach I took, pictured below, seems intuitive. I’d recommend your engineers review this process to find a more natural, user-friendly method.
- I’m also recommending that your engineers consider adding user alerts and pro tips on bulk actions that will remove content.
- The second loss of data was totally avoidable. Had there been an on-screen alert indicating “You are about to erase all your responses.” I would not have proceeded
- Additionally, a “pro tip” with the alert that offers the appropriate process for changing answer status to “Not Answered” would assist the user and avoid complications with engaging your product.
