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And why do I need TK? I already know!

The problem of _not reading_ TZ rises almost every time when the "writers" of TK and the developers are people from different offices.

This post is about the Terms of Reference for the development of interfaces [for users].

Developers - the same people as everyone. Reading the Talmud about the interface, written in clerical language - certainly not a very pleasant pastime. Interface specialists develop TZs and transfer them to Customers. And they ask to read the technical task (or specification) - how to develop and change the designed interface.
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What is included in the terms of reference for developing a designed interface?


Usually it is possible to agree on the degree of detailing of the TZ with the contractor:
  1. It can be a document that describes key and typical interface screens, elements of screens (or pages) and ambiguous behavior of these elements on a specific screen.
  2. Or a document that includes a methodology for paginating the “collection” of interface screens and explains the relationships between the screens. And also such TK can explain why one or another interface building logic is applied.
  3. Or, in general, it is documented: a manual on ergonomics, which will tell everything about the interface (and still nobody will read it for sure).

TK helps answer two questions


1. Is the interface made like this?
2. IS IT POSSIBLE to use it and how can it be used in actual development?

And here comes the factor of experience. An experienced developer sees the implementation, he already has his own vision, his knowledge of the implementation of the system. And then he is asked to "invent a bicycle" and stick to read the TK.
TK is a reference, big, about what should be in the ideal.

But you can look at the situation “I already know everything” in a different way.

TK should be discussed: where you can walk, and where it is undesirable, and why. The TOR on the interface gives advice on what the interface should be convenient for the User.

In real life


It is better to start discussing the TOR before the design stage, at the stage of developing the interface concept:If we apply the experience of developers at the stage of building the concept, many sharp corners can be avoided, which arise after the transfer of TK.

Profit : the developer is more involved and motivated: he just needs to warn the performers about what is not applicable in the new (or modified) interface, in his opinion and in his experience.

The first question is: “Is the interface made like this?”


So it is to meet the requirements of the user (the user is in the first place), business requirements, development requirements.
The designed interface must comply with the requirements, and the TOR must explain how the requirements have been taken into account. Therefore, the TOR may also contain evidential results of laboratory testing of the designed user interface.

The second question is: “CAN YOU use a designed interface for development?”


A designed interface is an example of how a real system interface should behave when interacting with a user.
Why this is how he behaves - again, it is written in the technical task. The specialist, when writing TZ, focuses on the elements that are not obvious in the context of the entire protype. Especially:
- on key screens (priority and private pages of the interface, arising from interaction with the user);
- on typical screens (with similar functionality and purpose).

If the designed interface interacts with the User not in the way that the development expected and assumed (“... it is NOT possible to apply / do this”), then either the Users are more comfortable or it’s a miscalculation when discussing technical limitations with the developers.
Therefore, the presence of developers in the working group is desirable, necessarily, and familiarization with the results of iterations in the design is important.

But there is no ideal


Users, of course, ask for or want something (and maybe they don’t ask at all: after all, they don’t voice everything and get used to the inconvenience and stop noticing it) - but technically this is impossible.
Or it’s necessary to show the advertisement in _ this very place where there should be a button_, and then the business will be bent - it means that you have to show the advertisement, at least kill yourself.

Deviations about the real world are possible, and it is these deviations that need to be discussed . This is either provided for in the TOR (at the time of the transfer of the designed interface, which is also being corrected), or is found during development and implementation, which is more sad.

However, if the designed interface needs to be changed in the implementation process, this can also be provided for in the TOR - for this it is necessary to include in the TOR a description of the process of building the interface concept.
And, in the future, when new user requirements arise, you need to update the concept:
- add and describe new users of the system - if such appear;
- describe new user goals;
- add or make changes to user scripts;
- write out and record user requirements, business requirements, technical limitations to the screens arising during the passage of scenarios;
- update the list of key and standard pages, as well as the structure of the navigation and menu interface;
- make changes to the TOR and the designed interface so that, in the future, the developed product can be checked for compliance with all requirements.

So why read TK?


0. Not only read, but also participate;
1. Development experience is good, and satisfied users are more important (customers or employees => or money that brings, or time that is saved, or both);
2. In order to avoid mistakes with the unobvious interaction of the user and the system, relying on the user (client) experience, and not the developer;
3. TK should be used as a checklist to check the developed product for compliance with user requirements.
4. TK describes how to change the interface: in what cases and in what sequence, without harm for all parties.

And this is the view of only one side.
I'd like to hear the opinion of the readers of TZ - developers.

Source: https://habr.com/ru/post/138505/


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