Next-generation Page design: Easy to engage with, faster to complete

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Striving to make it easy for someone to report a near-miss, safety observation, incident and more is a non-negotiable for our team and a commitment we make to  our customers.

After a lot of research, our dedicated design team has arrived at what we can say is one of the most exciting updates to our platform: the next-generation Page design.

The new Page design is coming soon to all ecoPortal Pages as we look to bring these changes to life in the web-app! Some of what you'll see will look familiar, as we've already debuted this design in our Public Links and Public Forms releases, and you'll be given the option to Opt In, so you can dip your toes before it becomes a permanent change.

To get you on page with what's coming, we've pulled together this highlights reel:


Want to use this video for your own internal communications? Click here and hit the share icon on the video control bar for the embed link, or to download the video file. 


The goal is to make it as easy and efficient as possible to enter, find, interpret, and interact with information on a Page! Discover what you'll be able to achieve with our new Page design in this article.


Engagement by design - Pages edition!

Our next-generation Page design brings you a cleaner, modern look that guides you through the Page completion process.  Every change has been carefully considered from a human perspective, and where possible, mimics the actions and behaviours you find in your other everyday applications - be it Social Media to the modest banking app. 

For example, you can now effortlessly share Pages via a simple icon which opens up the sharing options available to you for a specific Page. This could be all or some of: sharing the Page internally, via email, or via Public Link to the Page. 

Furthermore, we’ve improved your visibility into who else is on the same Page by including all those on any Stage of the Page as active viewers! 

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Enter “comment mode” for next-level collaboration

It's easier than ever to comment, tag, and assign comment tasks on a Page. Simply click the message balloon to enter "comment mode" to leave your thoughts or feedback anywhere on the Page.

You can still easily @ mention someone to tag and assign them, but now you can also edit your comment, and see both the active and resolved comments on the Page. You can even unresolve a comment to reopen it!

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Validate your forms with ease

Research tells us that people rarely complete Pages (or forms) in a linear fashion: by this we mean they jump around the Page–which inevitably leads to mistakes. 

Our new Page design lets you save progress made on forms without filling every field, while our handy-dandy error tracker guides you through any errors, telling you exactly what to fix for a successful Page submission. Simply click the up and down arrows to navigate to each error, resolve it, and then submit the Page to move it to the next stage.

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Accessibility at its finest

Did you know that almost 5% of the world’s population is colour blind? Our designers hold themselves to the highest of accessibility standards to cater for every person and their ability–which is absolutely crucial to driving organisation-wide engagement! 

Being able to quickly localise and input information is our way of making sure PCBUs and Health and Safety leaders get the data and insights they need to make those all-too-important decisions on safety!

We’ve put special emphasis on field focus states to make it really clear what fields are active, error messaging comes complete with colour, icon, and copy warnings which combined visually draw the attention of everyone.


Familiarity breeds ease of use

As we’ve said, using familiar visuals and behaviours from other every day apps makes ecoPortal easier to learn - and helps you and your teams easily do the things you need to in ecoPortal. 

You’ll notice several other improvements that lean into this core design principle! For example, we’ve introduced a new section navigation menu on the left side of the page, allowing you to easily jump to the section you want to with a single click.

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We've also simplified adding and previewing images and files, so you can use drag and drop, view your attachments in a list or grid view, and easily browse through previews of what's been uploaded (without having to download a thing!).

 

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Get to know the next-generation Page design

As you can see, there's a lot to get excited about and soon you'll be given the opportunity to experience the new Page design first-hand!

To start, we'll be rolling an Opt-In banner out–giving you, and everyone in your organisation, the chance to dip your toes and try out the new design before it becomes a permanent change.

This will be a staggered release, and customers can expect to receive an email notification at least one week prior to the opt-in banner appearing on supported Pages on their live ecoPortal sites.

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To opt in, you'll be able to simply switch the toggle on to see and use the new Page design in View Mode and Edit Mode. You’ll be able to switch back to the legacy Page design during the Opt-In phase as well.

We encourage you to share the 1-minute highlights reel video with your teams! Or, for more in-depth information about the Opt-In banner and new Page design, check out our Release Notes. 


What's next for Pages?

I’m incredibly proud of what this release brings to the ecoPortal platform. For Pages, it sets a solid foundation upon which we're already building one to deliver even more value and innovation.

The future of Pages is looking bright! Among other things, it will include the ability to save Pages as drafts, edit due dates on Page tasks, and request access to a Page (or Stage of a Page) in just a few clicks! 

We'll be sharing more of that in due course, but for now, enjoy getting to know your new Page experience! If you have any questions, please don't hesitate to reach out to your Customer Success Manager!

 

Daniel wo shadow

Daniel Alexander

Chief Strategy & Product

 

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