User testing "do-outs" to improve

[thadk]

Full document: https://docs.google.com/document/d/12EhDi9mjaw8ucwETHVALSEWOf0KgHDdsBh8DVd2SCGM/edit

Do-outs from 6/3 prelim testing (from @annemeeker): Better explanatory text in the results card - define terms, explain what they are

• [ ] 1 Add an instruction to double-check the uploaded earnings record to make sure it looks correct
• [ ] 2. Instructions text on top of the sliders
• [ ] 3. Make it clear that you have to enter the amt of your pension (and we need to have the lump sum vs. monthly broken out)
• [ ] 4. Add a screen where we can add in the ‘political action’ etc points?
• [x] 5. Is it calculating AIME from the XML file? Didn’t change in the 3 user tests, but I was using the same numbers
• [x] 6. Can we change auto-fill from specific numbers to zeros?
• [x] 7. Let’s follow up on Sebastian’s flag that the AIME might not be working
• [x] 8. Breadcrumbs with the graphic take-people-through
• [x] 9. (Delete the page that needs deleting - the MPB one)
• [x] 10. Buttons for text size/high contrast - next to hamburger menu? Text enlarging?

[thadk]

Items 1, and 2 need text.

Item 2, 3, 6 are related to how we style and start off the cells. Lets either start them as zero as requested and maybe we could mark/outline them as incomplete. (2. Instructions text on top of the sliders, 3. Make it clear that you have to enter the amt of your pension 6. Can we change auto-fill from specific numbers to zeros?)

5, on the AIME calculation is something we could fix right away on the understanding that it doesn't work fully yet.

We're working on 7 and 9. We were able to see that his spreadsheet works the same for the Full_Retirement.xml file as the algorithm in the notebook which is reassuring but it is still illogical. We must be misunderstanding the narrative somehow yet.

8 needs a design and Rick and @stvnwn are working on it over at https://github.com/codeforboston/windfall-elimination/issues/40

10 would be a good one for someone to pick up! (Buttons for text size/high contrast - next to hamburger menu? Text enlarging?)

[annemeeker]

Do-outs from user testing 7/1: Full document: https://docs.google.com/document/d/12EhDi9mjaw8ucwETHVALSEWOf0KgHDdsBh8DVd2SCGM/edit?usp=sharing

• [x] Pre-screen: re-order and edit bulletpoint content from here: https://docs.google.com/document/d/1YuHv87JKe5U_QyL32jZDfR_Ya05iaLuYKSEKHD8QWvY/edit
• [x] Qualification screen: add "I'm not sure" button to first card, going to conditional card that should read: "You can contact your state’s Social Security Administrator to find out if your employment was covered. Find your state at the link below. You should have your Social Security number ready when you call. Link: http://www.ncsssa.org/statessadminmenu.html”
• [x] Qualification screen: on the "If yes" option, edit text: If yes: do you have a pension or retirement account from that job?
• [x] Background information screen: delete text on why SSA uses age 62 to calculate benefits
• [x] Background information screen: edit text: To calculate your WEP-adjusted retirement benefit, please provide the following:
• [x] Input Earnings screen: Add PDF upload capacity to the earnings record upload
• [x] Input Earnings screen: Edit text from here: https://docs.google.com/document/d/1YuHv87JKe5U_QyL32jZDfR_Ya05iaLuYKSEKHD8QWvY/edit
• [x] Input Pension screen: remove "Your Retirement" section from upper card, leave just low-pension guarantee
• [x] Results screen: change order of cards to have results card (with text edits below) show up above sliders card
• [x] Results screen: remove Years of Substantial Earnings slider
• [x] Results screen: edit text to match here: https://docs.google.com/document/d/1YuHv87JKe5U_QyL32jZDfR_Ya05iaLuYKSEKHD8QWvY/edit?usp=sharing
• [ ] TOTALLY OPTIONAL: rebrand in Rep Moulton branded color scheme below Header & Footer background colors: #043B63 Header & Footer text color: White #FFFFFF Logo for header (attached & available in .eps format if desired) All text on page: Raleway Hyperlink colors: #C8102E Page (body) background color: #E5E4E4 Page (body) text color: #043B63 Wep-app Navigation Menu — Current Page: #3083A8 Web-app Navigation Menu — Previous Pages: #ACCDDB Web-app Navigation Menu — Upcoming Pages: #A7ABAA Web-app Navigation Menu — Text Color: White #FFFFFF