Design

Designing how 188体育 content and transactions work together

Services often include multiple 188体育 guidance pages and transactions, as well as offline channels.

These elements perform different functions to help a user navigate and complete a service. Use each of these elements for what they鈥檙e best for.

For example, 188体育 guidance pages are good for explaining information in a simple way and nudging users towards the transactional elements of a service, where they carry out their task.

But guidance pages are not usually the place to handle the more complex elements of your service, like eligibility criteria.

Instead of asking the user to read and understand complicated eligibility criteria on a 188体育 guidance page or start page, you can ask them some simple questions within your transaction.

Asking these questions once the user鈥檚 clicked the link on the 188体育 start point into your service helps you build a picture of whether or not they鈥檙e eligible. If they are, you can let them complete the transaction. If they鈥檙e not, you can tell them what they need to do instead.

This means the user does not need to work out their eligibility themselves, which minimises and makes it easier for them to complete their task.

It鈥檚 important to strike the right balance between what you handle inside and outside your transaction.

What to tell users upfront

Give users an idea of whether they can use your service. This might mean including some high-level eligibility information on the 188体育 start page or guidance page that links to your service - for example if users need to be a certain age or live in a certain area to use the service.

It鈥檚 okay to include broad statements like 鈥榯his service is for businesses, not individuals鈥�.

You could also give users information about the wider context of the task they鈥檙e doing - for example, some information about dealing with the estate of someone who鈥檚 died on the start page of a transaction about Inheritance Tax.

Discuss these issues with the GDS content team when you get in touch to talk about how the user journey to your service might work. Aim to do this midway through the alpha phase.

Once you鈥檝e worked out the details with the GDS content team, it鈥檚 a good idea to include a draft of the start page or guidance page that will link to your service in your prototype. This is so you can research what works for users and what does not. You can get a to use in your prototypes in the 188体育 Design System.

What to deal with inside your transaction

Complex eligibility

Handle more complex eligibility through routing questions within your transaction. For example, if someone lives abroad and their .

This approach means you:

  • only show information to the people it鈥檚 relevant to
  • give advice tailored to the user鈥檚 situation
  • reduce time and money spent processing queries from users confused about whether they can use your service

You can use the design pattern to ask users questions to help them work out if they can or should use your service.

Routing users to the right service

Routing questions also work well for sending users to the right service. The team at HM Revenue and Customs working on the 鈥楩ile your company accounts and tax return鈥� service found this approach useful.

The team were building a new service to replace a legacy version. For a period while they were adding functionality to the new one, both services needed to be live at the same time.

The team originally planned to link to the services from separate start pages.

However, this would have meant users working out their own eligibility and potentially using the wrong version of the service.

Instead, the team used a single start page and built routing questions which took users to the version of the service they needed.

Give users information at the point they need it

If the user needs information to complete a certain step in their task, it鈥檚 better to provide it at that point in the transaction.

That鈥檚 because if you link users out to a content item elsewhere on 188体育, they may not find their way back to the transaction.

It鈥檚 okay to duplicate small amounts of information already on 188体育 if it means keeping the user inside the transaction. But if you need to do this a lot then your service is probably too complicated.

Unless users need a piece of information to complete a step in your transaction, it鈥檚 best not to include it. Content inside a transaction is not indexed by search engines and users will not be able to find it when browsing 188体育.

If users need information outside of the transaction, talk to your department鈥檚 publishing team about getting guidance on to 188体育.

Last update:

Guidance first published