Gale Apply Document Upload

Task

The screen should visually communicate to the user the state of each document.
The new functionality will be announced with an email that will include an illustration explaining the process can flow between devices and a button to get the clinician started.
Create an upload function for new users to upload required documents.

Persona

Traveling Nurse

Registered nurse.
Raising a family.
Prefers flexibility of working freelance.

They like to choose when they works so they are interested in the Gale app. They are a people person and get flustered easily with technology. When technology works, they love it; when it doesn’t, they are ready to quit.

Email announcing the new upload feature on the Gale web app

Analytics

Most Gale users are on mobile devices for regular tasks, but for the onboarding and updating process, roughly half prefer to use computers.

Responsive site.
Extremely simple process.
Instant results for every action.
The process can be started on a desktop or mobile and devices and finished on another type of device.

Interact with the protoype >

The Basic Flow

The user clicks on link in email or in their account and arrives at a page with a listing of documents on cards. The cards are either in the Your Documents or Needed Documents queue. The needed documents have a plus button that brings up a modal that allows the user to upload the document. Once uploaded, the document listing is moved into Your Documents with a yellow circle next to the name which lets the user know that it needs to be verified. Upon verification, the indicator will turn green. Once a document is uploaded, the plus button turns into an X button to remove the document and they’re also able to view the document.

Observations and Lessons Learned

This simple flow was a great way to get acclimated to a new design system and brand.
Even simple flows, have a level of complexity that challenges the designer.
While I generally do not like modals, the usage here was required as the code was already written for that approach.

Gale Apply Document Uploader