Main Objective:
To prevent errors in legal, financial, and data-modifying transactions, as well as during tests, mechanisms should be provided for users to review, correct, and confirm their inputs.
In many cases, when users opt to complete specific tasks, the result of incorrect completion could lead to significant mistakes. For instance, purchasing stocks and accidentally entering an incorrect amount (e.g., entering 10,000 instead of 1,000). The objective is to minimize such situations as much as possible.
When legal, financial, or data operations are involved—such as purchasing, deleting a bank account, or confirming legal responsibilities like tax declarations—the author must adhere to at least one of the following mechanisms:
Reversible: Provide a mechanism to reverse deletion or submission. For example, allowing users a specific period to cancel a transaction via letter, phone contact, or via the web, specifying the methodology and timeframe for cancellation. Additionally, consider storing deleted data for a defined period or providing a 'recycling bin' where users can retrieve deleted data before permanent deletion.
Checked: Implement a mechanism where users confirm the correctness of all input and data through a checkbox near the submission/deletion button. The implications of deletion or submission should be clearly stated in the checkbox’s label to ensure users understand the irreversible nature of their actions.
Confirmed: Offer mechanisms for reviewing, confirming, and correcting information before final submission. This is particularly relevant for multi-step forms or tests spanning multiple pages. Possible implementations include links for navigating between steps, allowing users to review and edit details, or providing a preview at the final step before submission. Depending on the application, caching or JavaScript may need to be applied, such as in SAP environments, to allow navigation between the steps.
These mechanisms aim to enhance accuracy and minimize errors in critical transactions and operations involving user inputs.