UXR Technology and Sites How to Guides

[abbyrivard]

Dependencies

• User Testing for Reset Button #1344
• User Testing for My Projects page #1714

Overview

The UXR team needs to create usage guides for the technology listed below so that new UXR team members can easily understand how to utilize these tools and participate in team communications.

Action Items

Complete review in the following steps:

• Review past testing documents to get a list of frequently used tools and what they are used for
• Find access to login information and create guides for identified tools:
  • Internal team communication
    • Slack channel: bring tdm-ux back to life?
    • UXR Gmail: set up automations
  • User testing
    • Slack channel: recruitment and volunteer training (general, ui-ux cop, onboarding)
    • Google suites: how to create and publish sites
    • ArcGIS
    • Document using Google Calendar Accounts for user testing  #1047
    • Documentation using Zoom and Otter.ai for user testing #1621
    • Document using FigJam for Affinity Diagrams #1622
    • Set up testing accounts for testing
• Organize them into a dedicated folder on Shared Drive
• Review with product, research or dev (as applicable). Update if needed based on feedback
• Once finalized, add before and after images to the staging deck on this slide
  • if no slide has been made, make one in the staging deck
• Get Stakeholder sign-off via the stakeholder meeting slide deck.

Resources/Instructions

• Prior testing documents
• Reference HfLA Guide Resources
• Guide Examples:
  • Guide: How to Troubleshoot 1Password's One-time Password and Use Backup Codes
  • GUIDE: How to clean and destroy data

[Jane4925]

Starting the guides with #1047

[ExperimentsInHonesty]

@abbyrivard
Please provide update

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures or links* (if necessary): "Add any pictures or links that will help illustrate what you are working on."

• remember to add links to the top of the issue if they are going to be needed again.

[abbyrivard]

1. Progress: Still in the beginning stages of this task. Now that we’ve conducted the UXR team's first round of interviews and are heading into analysis, we can start filling in these guides as we utilize the tools/programs.
2. Blockers: Some of the items listed that need how to guide our team still has not utilized yet/do not fully understand (I.e. ArcGIS). Also, need clarification on if we need to document tools that we have phased out of the process.
3. Availability: I can dedicate about 6ish hours to this issue this week
4. ETA: Now that the reset button interviews have been conducted we can address a good number of these (slack, UXR Gmail, google suites, google calendar, zoom) however until we finish the analysis and learn more about some of the other programs like ArcGIS, I don’t have a firm ETA. Might be worth setting up a meeting to review ArcGIS in full.
5. Pictures or links (if necessary):* N/A at this time

[melissaperry09]

Progress: UXR team has divided up the different parts of this issue to complete them simultaneously. We are currently in-progress with the guides to using Google Calendar for user testing and FigJam for affinity mapping.
Blockers: Need to finish adding screenshots and relevant links to in-progress guides, and need to start on the guides for Zoom, Google Sites, and ArcGIS. No current members have used ArcGIS, so that guide cannot be completed until we have done that.
Availability: Team members will spend 5 hours this week finishing the in-progress guides and gathering the resources to start the remaining guides.
ETA: FigJam and Google Calendar guides eta = October 23 and remaining guides eta = tbd.