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Task analysis is the analysis of how a task is accomplished, including a detailed description of both manual and mental activities, task and element durations, task frequency, task allocation, task complexity, environmental conditions, necessary clothing and equipment, and any other unique factors involved in or required for one or more people to perform a given task. Information from a task analysis can then be used for many purposes, such as personnel selection and
training Training is teaching, or developing in oneself or others, any skills and knowledge or fitness that relate to specific useful competencies. Training has specific goals of improving one's capability, capacity, productivity and performance. I ...
, tool or equipment design, procedure design (e.g., design of
checklist A checklist is a type of job aid used in repetitive tasks to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the " to d ...
s, or
decision support systems A decision support system (DSS) is an information system that supports business or organizational decision-making activities. DSSs serve the management, operations and planning levels of an organization (usually mid and higher management) and ...
) and
automation Automation describes a wide range of technologies that reduce human intervention in processes, namely by predetermining decision criteria, subprocess relationships, and related actions, as well as embodying those predeterminations in machines ...
. Though distinct, task analysis is related to user analysis.


Safety Critical Task Analysis

Safety Critical Task Analysis (SCTA) focuses on how tasks that are critical to major accident risk are performed. SCTA is a crucial assessment designed to predict and understand the role that human error plays in major accidents. This is a type or workshop conducted to support Major Accident Hazard (MAH) industries, such as oil and gas, chemicals. Those activities or tasks that are identified as being safety critical (i.e. may result in significant impact to the environment or harm to people if completed incorrectly), are put through an SCTA which would break down the task into a step-by-step process and review where the most likely points of error are to occur. The aim of this is to identify where additional control measures can be introduced that would reduce the likelihood of human error in completing such an important task. The Energy Institute in the UK, has released a guidance document titled "Guidance on Human Factors Safety Critical Analysis"


Applications

The term "task" is often used interchangeably with activity or process. Task analysis often results in a hierarchical representation of what steps it takes to perform a task for which there is a goal and for which there is some lowest-level "action" or interaction among humans and/or machines: this is known as hierarchical task analysis. Tasks may be identified and defined at multiple levels of abstraction as required to support the purpose of the analysis. A critical task analysis, for example, is an analysis of human performance requirements which, if not accomplished in accordance with system requirements, will likely have adverse effects on cost, system reliability, efficiency, effectiveness, or safety. Task analysis is often performed by
human factors and ergonomics Human factors and ergonomics (commonly referred to as human factors) is the application of psychological and physiological principles to the engineering and design of products, processes, and systems. Four primary goals of human factors learnin ...
professionals. Task analysis may be of manual tasks, such as bricklaying, and be analyzed as
time and motion studies A time and motion study (or time-motion study) is a business efficiency technique combining the Time Study work of Frederick Winslow Taylor with the Motion Study work of Frank and Lillian Gilbreth (the same couple as is best known through the biog ...
using concepts from
industrial engineering Industrial engineering is an engineering profession that is concerned with the optimization of complex processes, systems, or organizations by developing, improving and implementing integrated systems of people, money, knowledge, information an ...
. Cognitive task analysis is applied to modern work environments such as supervisory control where little physical work occurs, but the tasks are more related to situation assessment,
decision making In psychology, decision-making (also spelled decision making and decisionmaking) is regarded as the cognitive process resulting in the selection of a belief or a course of action among several possible alternative options. It could be either ra ...
, and response planning and execution. Task analysis is also used in
education Education is a purposeful activity directed at achieving certain aims, such as transmitting knowledge or fostering skills and character traits. These aims may include the development of understanding, rationality, kindness, and honesty ...
. It is a model that is applied to classroom tasks to discover which
curriculum In education, a curriculum (; plural, : curricula or curriculums) is broadly defined as the totality of student experiences that occur in the educational process. The term often refers specifically to a planned sequence of instruction, or to ...
components are well matched to the capabilities of students with
learning disabilities Learning disability, learning disorder, or learning difficulty (British English) is a condition in the brain that causes difficulties comprehending or processing information and can be caused by several different factors. Given the "difficult ...
and which task modification might be necessary. It discovers which tasks a person hasn't mastered, and the information processing demands of tasks that are easy or problematic. In
behavior modification Behavior modification is an early approach that used respondent and operant conditioning to change behavior. Based on methodological behaviorism, overt behavior was modified with consequences, including positive and negative reinforcement conti ...
, it is a breakdown of a complex behavioral sequence into steps. This often serves as the basis for
chaining Chaining is a type of intervention that aims to create associations between behaviors in a behavior chain. A behavior chain is a sequence of behaviors that happen in a particular order where the outcome of the previous step in the chain serves as ...
. The results of task analysis are often represented in task models, which clearly indicate the relations among the various tasks, An example notation used to specify task models is
ConcurTaskTrees ConcurTaskTrees (CTT) is a notation for task model specifications useful to support design of interactive applications specifically tailored for user interface model-based design. The main features of ConcurTaskTrees are: * Hierarchical structure, ...
(by Fabio Paternò), which is also supported by tools that are freely available. For Inclusion Knowing how to do Task Analysis is a fundamental skill in inclusive teaching. In fact, it consists of a backward composition of the objective which leads to the construction of a map (Plan), that is, a sequence of simpler actions and abilities to achieve a specific objective. For the Task Analysis it is necessary to clearly identify which are the prerequisites for the activity: essential prerequisites (knowledge, skills and competences of the student) and support prerequisites (environmental facilitators). It therefore requires to organize teaching and also an indispensable flexibility. There are also three approaches: technical (students are passive tools), socio-relational (students are motivated to participate), sociotechnical (an intermediate way in which students are able to make decisions and solve problems). The advantages * Perform a division into sequences. * Identify the precise moment in which the problem occurs (behavior analysis, systematic observation) and be able to intervene effectively and efficiently. * Establish a progression of correct and gradual learning objectives. * Immediately provides for the inclusion of special environmental facilitators. * Move from the concrete level to the graphic coding of the experience and to metacognition.


Versus work domain analysis

If task analysis is likened to a set of instructions on how to navigate from Point A to Point B, then Work domain analysis (WDA) is like having a map of the terrain that includes Point A and Point B. WDA is broader and focuses on the environmental constraints and opportunities for behavior, as in Gibsonian ecological psychology and ecological interface design (Vicente, 1999; Bennett & Flach, 2011, p. 61)


Documentation

Since the 1980s, a major change in technical documentation has been to emphasize the tasks performed with a system rather than documenting the system itself. In
software documentation Software documentation is written text or illustration that accompanies computer software or is embedded in the source code. The documentation either explains how the software operates or how to use it, and may mean different things to people in ...
particularly, long printed technical manuals that exhaustively describe every function of the software are being replaced by online help organized into tasks. This is part of the new emphasis on
usability Usability can be described as the capacity of a system to provide a condition for its users to perform the tasks safely, effectively, and efficiently while enjoying the experience. In software engineering, usability is the degree to which a sof ...
and
user-centered design User-centered design (UCD) or user-driven development (UDD) is a framework of process (not restricted to interfaces or technologies) in which usability goals, user characteristics, environment, tasks and workflow of a product, service or proc ...
rather than system/software/product design. This task orientation in technical documentation began with publishing guidelines issued by IBM in the late 1980s. Later IBM studies led to John Carroll's theory of
minimalism In visual arts, music and other media, minimalism is an art movement that began in post–World War II in Western art, most strongly with American visual arts in the 1960s and early 1970s. Prominent artists associated with minimalism include Do ...
in the 1990s. With the development of
XML Extensible Markup Language (XML) is a markup language and file format for storing, transmitting, and reconstructing arbitrary data. It defines a set of rules for encoding documents in a format that is both human-readable and machine-readable. T ...
as a
markup language Markup language refers to a text-encoding system consisting of a set of symbols inserted in a text document to control its structure, formatting, or the relationship between its parts. Markup is often used to control the display of the document ...
suitable for both print and online documentation (replacing
SGML The Standard Generalized Markup Language (SGML; ISO 8879:1986) is a standard for defining generalized markup languages for documents. ISO 8879 Annex A.1 states that generalized markup is "based on two postulates": * Declarative: Markup should ...
with its focus on print), IBM developed the Darwin Information Typing Architecture XML standard in 2000. Now an
OASIS In ecology, an oasis (; ) is a fertile area of a desert or semi-desert environment'ksar''with its surrounding feeding source, the palm grove, within a relational and circulatory nomadic system.” The location of oases has been of critical imp ...
standard, DITA has a strong emphasis on task analysis. Its three basic information types are Task, Concept, and Reference. Tasks are analyzed into steps, with a main goal of identifying steps that are reusable in multiple tasks.


Hierarchical task analysis

Hierarchical task analysis (HTA) is a task description method and a variant of task analysis. Task description is a necessary precursor for other analysis techniques, including critical path analysis (CPA). HTA is used to produce an exhaustive description of tasks in a hierarchical structure of goals, sub-goals, operations and plans. In HTA, tasks are broken down into progressively smaller units.


Operations and plans

Operations are the actions performed by people interacting with a system or by the system itself, and plans explain the conditions necessary for these operations. Operations describe the smallest individual task steps in the HTA, i.e. those which cannot be broken down into plans and further operations. They are the individual actions, such as 'visually locate control' or 'move hand to control', which the user must perform in a particular combination to achieve the goal of task completion.


Applying

The following steps should be followed when conducting a HTA: :# Define the task under investigation and identify the purpose of the task analysis. The analyst should have some further evaluation methods in mind for which the HTA will be useful and should have reason for needing this type of analysis to be performed. :# Data collection – In order to carry out the HTA it is necessary to obtain data on how the task is performed. This could be collected via observation of the task in question or from a detailed specification of the device under analysis. Alternatively, interviews or questionnaires with people that have first-hand experience of performing that task could be conducted to gather the necessary detail. :# Define the overall task goal, which will be presented as the top level in the HTA. An example might be "increase fan speed by two steps". This describes what is being achieved by performing the task; however, at this stage there is no indication of how the task will be performed. :# Determine the next level of sub-goals by breaking down the overall goal. A sub-goal for the above example might be "open the climate menu". This provides more information about how to accomplish the task; however, it can still be broken down into smaller units, which will describe the individual operations (performed via the visual, manual or cognitive modes) that need to be performed. :# Continue breaking down the sub-goals until all operations are identified. Operations in the "reduce fan speed task" will include "move finger to climate menu button" and "touch climate menu button". :# Define plans to describe how to perform the operations in each sub-goal level of the hierarchy. In the fan speed example, the two operations will have to be performed in series, one after the other. The plan will instruct the user to "perform 1, then 2". Operations can also be performed in parallel, and in this case the plan would instruct the user to "perform 1 and 2 together". Numbers should be assigned to the different levels in the hierarchy.


Organising the hierarchy

Each level in the HTA should be numbered according to its hierarchical level: The overall goal is the highest hierarchical level and should be numbered 0. The first sub-goal in the hierarchy will be 1, also with plan 1. Further levels just extend this system - third hierarchical level: 1.1, fourth hierarchical level: 1.1.1, and so on. A HTA can be represented in list or diagram form. In list form lines should be indented to denote the different hierarchical levels. In diagram form each operation should be placed within a box and links should be made between them: a lower hierarchical level should branch from underneath a higher level operation. Plans should be written next to the branches to describe the way in which the branched operations should be carried out. Hence, the plans should be goal oriented to achieve the success of any field.


Applications and limitations

HTA is a task description method which is most commonly used as a starting point for further analyses such as multimodal CPA and SHERPA. On its own, HTA does not provide results for usability evaluation; however, you should be able to study the HTA in order to learn about the structure of different tasks. It may also allow you to highlight unnecessary task steps or potential errors that might occur in task performance. HTA is a fairly time-consuming method to carry out as each individual operation in a task needs to be analysed; however, creating a comprehensive HTA can considerably reduce the time required for other modelling methods.


See also

* Business process mapping and
business process modeling Business process modeling (BPM) in business process management and systems engineering is the activity of representing processes of an enterprise, so that the current business processes may be analyzed, improved, and automated. BPM is typically ...
*
Cognitive ergonomics Cognitive ergonomics is a scientific discipline that studies, evaluates, and designs tasks, jobs, products, environments and systems and how they interact with humans and their cognitive abilities. It is defined by the International Ergonomics ...
* Critical path analysis *
Direct instruction Direct Instruction (DI) is a term for the explicit teaching of a skill-set using lectures or demonstrations of the material to students. A particular subset of direct instruction, denoted by capitalization as Direct Instruction, refers to a spec ...
*
Human reliability Human reliability (also known as human performance or HU) is related to the field of human factors and ergonomics, and refers to the reliability of humans in fields including manufacturing, medicine and nuclear power. Human performance can b ...
*
Job analysis Job analysis (also known as work analysis) is a family of procedures to identify the content of a job in terms of the activities it involves in addition to the attributes or requirements necessary to perform those activities. Job ''analysis'' pro ...
*
Programmed instruction Programmed learning (or programmed instruction) is a research-based system which helps learners work successfully. The method is guided by research done by a variety of applied psychologists and educators.Lumsdaine A.A. 1963. Instruments and media ...
*
Staffing models Staffing models are related sets of reports, charts and graphs that are used to precisely measure work activity, determine how many labor hours are needed, analyze how employee time is spent and calculate costs. Staffing models are used in the hea ...
*
Workflow A workflow consists of an orchestrated and repeatable pattern of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information. It can be depicted as a sequence o ...


Notes

{{Reflist, 33em Vicente, K. J. (1999). Cognitive work analysis: Toward safe, productive, and healthy computer-based work. LEA. Bennett, K. B., & Flach, J. M. (2011). Display and interface design: Subtle science, exact art. CRC Press.


External links

* Cognitive Performance Group
Methods
* Usability.gov (U.S. Department of Health & Human Services)

* Human Interfaces in Information Systems (HIIS) Laboratory
ConcurTaskTrees Environment
* ErgoTMC (U.S. Department of Transportation)

Behaviorism Cognitive psychology