Usability Study
The Usability Study is an opportunity to collect in-depth quantitative data about the workplace and how it is used today. DORIS looks for overarching patterns about when, where, and how people use their current workplace. DORIS collects data on the general activities within each space, the number of people, and what items people interact with.
- DORIS generally hires contract research assistants to conduct usability studies.
- A typical usability study occurs over the course of 10 business days or two weeks.
Not every research project includes a usability study; assessments do not include a usability study.
What to Expect in Usability Study
- DORIS researchers walk a set path through the workplace once every hour
- The usability study takes place during the workplace’s standard business hours over 2 weeks unless special days or time requirements have already been established with the leadership team
- Data is recorded at spaces including workstations, offices, meeting rooms, and common areas
- Between rounds of walking the path, researchers sit at a home base location
Start
Review client-provided floor plans
Client floor plans are located in PDF format in Box under the project's folder > 0 - Project Info > Client Floor Plans.
Accessing Client Floor Plans in Box
Most floor plans can be used as-is, however, very complicated floor plans need to be traced and simplified using InDesign.
Plan
Prep Vantage Space
Sign into doris@dorisresearch.com account (login info is in LastPass)
*Note LastPass automatically populates the account info for the ra2 account, be sure to click the drop down and choose the doris@ account
- Create Project
a. Due to Vantage Space's setup, you will need to create a new Organization for each project.
b. Name it the project's organization and enter DORIS's information into the address fields.
c. Click on Study Options on the left bar menu and edit the default Activities, Technologies, and Workspace Types + save.
d. Click Create New Study. In the Study Title Field, enter the Organization's name. Enter a number for the Study Reference, set the Time Zone, Study Dates, Meghan Tooman as the Study Manager and click Save. - Upload Floor plans
a. In the Draft Studies page, select Buildings and Floors.
b. Click Add Building to input building name + address. Then click the map icon to upload floor plans.
Detailed instructions for setting up project through uploading floor plans
3. Creating + editing workspace points
a. Click on the space in the floor plan you want to make an area of study (e.g., an office)
b. Click add new workspace and enter Workspace Type, Capacity, and Department. Click Save.
c. To edit a singular workspace, click on it, select "Edit workspace" and make necessary changes.
After the walkthrough has been completed, add/edit workspaces to reflect any changes. Then assign RAs to workspaces. The Operations Manager will provide you the number of RAs the project is using (generally between one and seven).
4. Assigning spaces to Research Assistants
a. Go to the Manage Team menu on the left side menu. Click Invite New Team Member(s) on the top right of the page.
b. enter in the RA emails separated by commas (ra1@dorisresearch.com, ra2@dorisresearch.com, etc). Select the External - Data Collection & Study Specific Access.
c. Click Invite New Team Member(s) and inform the Operations Manager they need to accept the email invites for each RA.
d. Click the "Select Multiple" button and click/drag over the desired points. You can also directly click on each individual point.
Creating, Editing, and Assigning Workspaces in Vantage Space
Conduct usability walkthrough on-site
- Note any changes to the floorplan or points
- Update Vantage Space to reflect changes
- Assign points to RAs
Gate: Review and finalize Vantage Space setup
Prep People
Hire contract RAs as needed
Create materials for RA orientation
Training Materials
Training Materials
- Open <template>
- Adapt to fit the project needs
- Print and Assemble
Conduct RA orientation
Process:
DORIS people meet RA's to onboard them
Execute + Monitor
Conduct Usability Study
<Link to RA Manual>
Start of Day Checklist:
- Do you have your badge, name tag, DORIS shirt, etc?
- Is Vantage Space working and loading properly?
- You know who to contact in case of any issues...
- Arrive to the location 15 minutes early
Walking rounds Checklist:
End of Day Checklist:
- Save all responses in Vantage Space
- Backup all data
- Communicate any weirdness to DORIS lead