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User-Centred Requirements Handbook

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Phase 3. User requirements documentation


3.9 Social and Organisational environment

Objective

This section lists the organisational requirements that have arisen during the analysis and concept stages and by considering new tasks.

Note that this part is different from the specification of organisation and business requirements for the system but may be aided by results from that analysis.

Process

1. Review all the potential user requirements identified in Stages 1 and 2, particularly in Form 1.6 Social and Organisational environment. Copy those that relate to social and organisational requirements into Form 3.9. below.

2. Remove any requirements that duplicate others or do not seem relevant.

3. Add any new requirements which arise from the review of this section.

Form 3.9 - Social and Organisational Environment

3.9 Social and Organisational Environment

System : Bank machine
Transfer from Form 1.6 Social and Organisational environment
Pri. Ach. Ref.
Staff should be prepared to give advice to the public on using bank machines. Counter staff should always be available to handle similar transactions if person does not wish to use a bank machine. 2 * 1.6.1
Bank machines should be monitored for response speeds and number of transactions per day. 3 * 1.6.2
Staff should be able to interrupt queue to perform a quick check if query arises about quality of output. 3 ** 1.6.3
Allow two users to view/access bank machine comfortably. 4   1.6.4
Assistance is not normally available at external bank machine. User needs way of registering problem and to request help soon afterwards. 3 * 1.6.5
Customer needs a way of abandoning transaction if they cannot proceed and feel under pressure. 4   1.6.6
Bank machine may provide an alarm bell to signal help required if theft takes place. 3 ** 1.6.7
Bank machine should provide sufficient barriers to prevent others from seeing the transaction. 2 *** 1.6.8
Rota of staff to check on level of paper and money in machine. 2 ** 2.7.1
Allow bank staff to repair some faults to save visit from maintenance staff - Worth considering. Danger of overloading staff. 2 ** 1.11.4
Develop diary of past faults to guide staff on correcting faults and when to call out an engineer. 2 * 2.7.3

3.10 Standards and styleguides to apply

Objective

In this section, identify relevant Human Factors standards to which the new system, the support facilities and working conditions must conform e.g. ISO 9241 parts 11, 14 and 15, or 'must use OSF (Open Systems Foundation) Motif'. In addition, internal standards or styleguides e.g. for user interface design, should also be identified. Conformance to both external and internal standards will become additional user requirements.

Process

To assist in selecting appropriate standards, carry out the following steps:

1. Read through the descriptions of different Human Factors standards that may be applied to system design in the following section. Identify those which are relevant to the system being developed and record them in Form 3.10.

2. Use the additional blank section of the form to record any internal standards or style guides the standards that should apply to the system, or any external standards not listed below. You also need to decide whether the standard is to be used as guidance only or whether adherence to it will be part of the testing process.

This section lists the relevant standards to which the new system, the support facilities and the working conditions must conform. Conformance to them will become additional user requirements.

Process

Review the Human factors standards described in part D, Appendix 2. Copy those that seem most relevant into Form 3.10 as shown below.

Form 3.10 - Standards and styleguides to Apply (example)

3.10 Standards and styleguides to Apply
System: New bank machine
Standard
User Requirement
(Method of application)
Pri. Ach. Ref.
2. ISO 9241-1: 1993, Ergonomic requirements for office work with visual display terminals (VDTs) - General Introduction. To be read by design team members. 2 ***  
4. ISO /DIS 9241-11 : Guidance on Usability To be read by design team members. 4 *  
13. ISO DIS 9241-5 Workstation layout and postural requirements Check during design process that requirements are met. 4 *  
15. ISO DIS 9241-7 Display requirements with reflections Check during design process that requirements are met. 4 *  
21. ISO/DIS 9241-14: Menu dialogues To be used as general guidance. 4 ***  
26. ISO/IEC DIS 11581-1 : Icon symbols and functions - Part 1: Icons - general Ensure that all standard symbols related to application are complied with. 4 *  
30. ETSI ETR 116 Human Factors guidelines for ISDN terminal design. To be read by design team members. 4 *  
40. NCR Style guide on bank system design. All user interfaces must conform to this standard. 2 ***  

3.10 Test plan
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