diff --git a/research/2026-09-08-save-and0return-interviews.md b/research/2026-09-08-save-and0return-interviews.md new file mode 100644 index 000000000..f5709e2bb --- /dev/null +++ b/research/2026-09-08-save-and0return-interviews.md @@ -0,0 +1,56 @@ +# Save and return interviews + +## 2026-09-08 / Sprint + +## Aims +- To learn about form creators’ expectations, concerns and questions about Save and return and One Login. +- (Stretch goal) We may also be able to confirm (or otherwise) assumptions we made about form creators' attitudes and expectations around the Copy of answers feature + +## Participants +- 7 participants +Form creators with a range of experience. +5 x content designers. +1 interaction designer. +1 lead developer. + + +## Methodology +- 60-minute interviews, exploring general feedback and showing some designs. + +## Key Headlines +### Scenarios: changing or archiving, disabling save and return +- It’s important to communicate clearly to form creators what will happen when they make changes to a form that uses save and return. +- In some circumstances, it will be important to communicate what was happening to form processors. +- Something about processors knowing the form version submitted +- Communication with form fillers about form changes is critical to avoid confusion or frustration. +- Any saved data should be retained when changes are made to a form +- Generally, it was assumed the form with saved progress would change to the new version. +- There was an assumption that it will be possible to proactively communicate with people who have saved their progress. +- If saved progress is going to disappear, remind form fillers in advance that you have their data and what they can / should do about it +- If save and return were disabled for a form, there is some expectation that those who had saved progress should still be able to access and use saved data. +- If a form is archived, there is an expectation of proactive communication with form fillers who have saved progress. +- One Login could be a barrier to form fillers using save and return if they can't set up an account + +### Other functionality needs +- Some users are likely to want different saved versions of the same form at the same time +- The connection to personal email could be a barrier to form creators using save and return +- Ideal data retention period is at least a month - maybe more +- Having a “task list” view of the form would help meet several form filler needs +- Sections would be helpful for longer forms and mentally chunking up the tasks. +- Form creators could be keen to know who is responsible for the data and might need sign-off from their organisation again. +- A need to better understand how it would work for the form filler + +### Form creator and form filler information / content needs +- It would be helpful to know when it would be a good idea to use it, and see examples. +- More certainty and steer would be helpful. +- The page could be more concisely and simply presented. +- They would find metrics on usage of save and return very helpful +- It would be helpful to give form fillers enough information to make a more informed decision about whether to set up a One Login account +- A lack of understanding and/or incorrect assumptions about One Login could be a barrier to form creators using save and return +- The live form page is getting too long and busy. +- A need to understand how the data is treated + +## Supporting Evidence +- [Report](https://docs.google.com/presentation/d/16Zi3AX2MB-b3Llr1J0J6SNnKB9NNQAtlkqtwFPgUJ94/edit?usp=drive_link) +- [Playback](https://drive.google.com/file/d/13rtyeLvcUEPt6tvAVp77s1XLkCZvTqzz/view?usp=drive_link) +- [Further documentation](https://drive.google.com/drive/folders/1tF9HLJ9n34-0sOmjeYzTMZw5q6Dh-ynU?usp=drive_link)