Design: Mock up Copy Snapshot user flow

[yiranshan]

Overview

We need to design a user flow for snap shot to be copied and edited.
START - OPEN SNAPSHOT
There will be 2 scenarios that a snapshot will be opened:

1. shared through email with a link.
2. opened from my project page,
   both scenarios should lead to directly open page 5(summary page) of a snapshot.
   FLOW 1
   copy snapshot-open modal-create copy-wizard-save
   FLOW 2
   Edit snapshot- open modal-copy snapshot-create copy-wizard-save

Action Items

• design a user flow that will make this process accessible
• mock up the related screens
• report to design team for feedback
• report to product owner and stake holders for iterations

urgent, first draft should be done by 06.05.2024

Resources:

• FIGMA LINK

Rources/Instructions

• Follow-up Dev Issue Implement "Copy and Edit" of Snapshot #1795

[lbeatonn]

IN PROGRESS

[lbeatonn]

Added figma link under resources

[Parisajf]

When the user does not own the project :

• Need to find an alternative for the wording instead of " You are not the owner of the project..." . An option: You are viewing a snapshot of a project shared with you. Create a copy of this project to save to your my projects page where you may view or edit the new project.
• After clicking on "Edit" the user will see another modal with two options : If they want to only save or save and edit edit? landing page will be different based on the selection ( my projects page Vs page 1 of the project )

When you Own the project :

• update the wording
• Add the second Modal as above

[ExperimentsInHonesty]

Shared File

1. Click COPY & EDIT PROJECT

2. Modal Copy & Edit Project
   Text: You are looking at a project snapshot that has been shared with you. To save it to your "My Projects" page, create a copy of this project, which you can view and edit.
   Buttons: NO, CANCEL CREATE A COPY

[Parisajf]

@hanselnoriega Please provide an update .

[ExperimentsInHonesty]

@hanselnoriega All you have to do is write up what you already have in Figma. This should be done by now. Please reach out in the Slack channel for tdm as soon as this has been completed so that we can get back to you with changes to the designs. If you don't have time to work on this anymore, please let us know asap, as this issue is overdue and holding up an important part of development.

[Parisajf]

Hansel's Update:
Shared File: User-Journey

Click on COPY & EDIT PROJECT button
Buttons: a) Copy & Edit Project b) Print Summary

Copy & Edit Project screen modal appears
Text: You are looking at a project snapshot that has been shared with you. To save it to your "My Projects" page, create a copy of this project, which you can view and edit.
Click on CREATE A COPY button
Buttons: a) No, Cancel b) Create A Copy

Edit Project screen modal appears
Text: Edit the new copy or go to the “My Projects” dashboard
Click on EDIT PROJECT COPY button
Buttons: a) My Projects b) Edit Project Copy

If the MY PROJECT COPY button is selected, then Welcome to Los Angeles’ Transportation Demand Management (TDM) Calculator. First, let’s get some information about your project screen appears
Text: Original text from page 1 screen
Buttons: a) Page ⅕, Next > b) Save Project

If EDIT PROJECT COPY button is selected, then Active Projects screen appears
Text: Original text from Active Project screen
Buttons: a) Page 1 b) Page 2 c) Page 3 d) Page 4 e) Page 5

Snapshot Viewed by Owner

Click on COPY & EDIT PROJECT button
Buttons: a) Copy & Edit Project b) Print Summary

Create Editable Copy screen modal appears
Click on CREATE A COPY button
Text: This snapshot cannot be edited. Create a copy of the project to edit. Name the new project to start editing.
Buttons: a) No, Cancel b) Create A Copy

If CREATE A COPY button is selected, then Continue? modal appears
Text: View the “My Project” dashboard or continue to edit the new copy.
Buttons: a) My Project b) Edit Copy

If NO, CANCEL button is selected, then TDM Calculation Summary (back to the beginning) screen appears
Text: Original text from TDM Calculation Summary screen appears
Buttons: a) Copy & Edit Project b) Print Summary

Link to Figma

[Parisajf]

workflows are signed off, design needs to clean any extra spaces. Figma has the latest wording.

[entrotech]

• Created follow-up Dev Issue Implement "Copy and Edit" of Snapshot #1795