1. Fabien Pinckaers - fp@openerp.com Usability Guide Lines OpenERP v6.0

3. Our main goal is to make OpenERP easier to use, to install and configure.

6. Wizards

9. Exercises

11. Less fields

14. New filter system

15. Simplification

16. Menus

17. There are at least 3 errors

19. wrong order of items

20. wrong type of items

21. New menus

22. Business Application

25. Product

26. Purchase

27. Stock

30. Product

31. Purchase

32. Inventory

33. Invoices Thanks to the new menu, one responsible user can work in only one application

34. Web The web Client allows Users to see all applications every time

36. Reporting must be before Configuration

38. Simplification thanks to a new search screen

39. The first level is always a folder (Icon)

40. Configuration Wizards

43. No picture

44. « Install » instead of « Configure »

46. Information Progress Bar Separators Picture Configure Adapted title

48. Picture and information on the left

49. Separators

50. Objects to configure on the right

51. Progress bar

52. Allow to skip or Configure

53. Views

55. Extended

56. Extended Interface

58. Simplified Interface

59. Simplified Interface Only the minimum fields required

61. New Layout

62. Search Views

63. Search Views

66. Integrate business logic New layout in search views

67. Guidelines (search views)

69. Red for exception states (ex: Date < Current date) and not in Done or Canceled state

70. Blue for Draft or Pending state

71. Black for normal state (Confirmed, Available, ...)

73. Default search fields might reflect the available columns in the list view.

74. The « Group By » button gives results in black and bold.

75. When necessary, display search field in selection box, with a filter for « My... » (if it's selected by default put the button on the left)

79. End with Progress bar, State and action buttons

80. If buttons are related to a field, it has to be placed next to this field.

81. (For ex.: in tasks, Stage field has a button to switch to the next stage)

82. Reports

84. Integrate business logic

90. No field selection

91. Other guidelines

92. Form view

94. not like this: Note Note

96. Pop-Ups

98. The « cancel » button must be placed on the left.

99. Exercises (find the troubles yourself)

100. Search view

103. Product List – Proposed Solution

104. Manufacturing Order (5 problems to find) this is the screen you get after entering the menu

106. The colors are not right. « Ready to Produce should not be red ».

107. The buttons that filter on states are not complete: « draft » is missing. « Current » is missing= ready + waiting goods.

108. Columns organization is not appropriate: « there is the quantity but not the Unit of Measure »

109. Buttons that filter on the same fields must be packed together. Others must be separated by vertical separators => Late must be separated from the state buttons.

110. Manufacturing Order – The solution PS: We forgot to change red lines.

111. Invoices (5 problems to find)

113. There is no need to repeat the type of every invoice in the tree view (the tab title already specifies the type)

114. Group by... options are missing in the search criteria

115. You can filter on the « Price », but the title of the column is « Total ». You have to remain coherent. The filter should be « Total » like the column header.

116. We should be able to filter on the salesman of invoices.

117. Invoices – First Solution (still 2 problems to solve)

119. On the total below the list, we can add the residual amount, which is displayed in the list view but not in the above totals.

120. Invoices – First Solution

121. Wizards of Configuration

122. There are at least 3 errors

124. Reports

125. At least 3 problems

127. No separator between Category of Product and Analytic account

128. Extended options should be folded