TWE: Create Template Issue: Research: Interviews: Make Issues

[bradyse]

Dependency (after the renaming specified in a comment below is done, this issue should go to the icebox until the other issues are completed).

• TWE: Create Template Issue: Create Upload Form #341
• TWE: Create Template Issue: Interview Session and Roll Call Table Template #343
• TWE: Create Template Issue: Create Q&A in Easy Retro for interviews #361

Overview

We need to create an epic interview template issue to track all the individual interview issues so that we have consistent, transparent, defined and self-supporting structure for people creating them.

Action Items

• Add to the Project Board
• Add the milestone: Project Management
• Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.
• Any place you see [replace...] replace both the text and the brackets with what it is asking for
• Create a draft of new template by copying the content block below to a comment on this issue, which will be known as our Draft
• In your draft, Fill out the top part (called front matter) with the info it needs. See the Resources section below for definition and example.
• Define any Dependencies (or remove the dependency section)
• Customize the Overview section
• Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
  • The person working on this issue might be new to the org, so the issue should be able to be worked on without any prior knowledge
  • If the person needs to add links, or put documents in specific locations, the place where they can do that action must be linked in the resources section
    • the links provided by the issue creator should be in the same order as the Action Items
• If documents or folders (sheets, docs, presentations, dashboard, etc.) will be created, find the document template that should be used by checking the WIKI Templates by role pages.
  • if there is a template
    • Add a link to the template into the ### Resources section of your draft
  • if there is no template yet
    • put a placeholder into the ### Resources section of the draft [TWE: Template: [replace with name of type]]
• After dependencies are released, test again
• Get sign-off by product on the draft
• Create the template issue on the repo
• Update the appropriate place in wiki for your template (see resources section)

Resources/Instructions

WIKI Templates

• by role pages
  • TWE: WIKI: UX Research Guides Templates
  • [Design]
  • [Product]
  • [Engineering]
• default document templates, in case you don't have one yet can found on the Design Process Overview page

Content to copy for draft

Draft of Research: Interviews: Make Issues template issue
---
name: TWE: Create Template Issue: [TYPE & TIMING] Interviews: Make Issues
about: The parent issue that tracks issues for all interviews of a specific research plan
title: TWE: Research: Interviews: Make Issues
labels: 'feature: board / google drive / tools', 'feature: research', 'feature: missing', 'size: 1pt', 'role: UX research lead', 'milestone: missing'
assignees: 
---
# Instructions for creating this issue
The person who creates this issue should use these links to add links to the resources section and customize this issue
- [ ] Find WIKI page for this issue by looking at role pages [Internship Wiki, Join the team page](https://github.com/hackforla/internship/wiki/Joining-the-Team) - then add the appropriate link to the resources section
- [ ] Find document template that should be used [Templates & Product Branding](https://github.com/hackforla/internship/wiki/Design-Process-Overview) - then add that specific template link into the resources section
- [ ] If no dependencies, delete dependency section
- [ ] any place you see `[replace...]` replace both the text and the brackets with what it is asking for (including in the front matter above but not where it says name, but not where it says title.
- [ ] add appropriate labels and remove the corresponding missing labels
- [ ] delete this section when all the checkboxes above are complete (i.e., the issue assignee will never see this part)

### Dependencies

### Overview
WE NEED TO DO X FOR Y REASON

### Action Items
A STEP BY STEP LIST OF ALL THE TASK ITEMS THAT YOU CAN THINK OF NOW EXAMPLES INCLUDE: Research, reporting, etc.

### Resources

Resources

Front Matter Fields and Meaning

• name: (name that appear on the new issue tab)
• about: (is the description that appears next to the issue template on the new issue tab
• title: (the title that appears when the issue is created. User then customizes this title for their issue)
• labels: (choose the labels that will be the same each time, and choose missing labels for the ones that depend on content)
• assignees:

Front Matter Field example

• name: 'Research: Roadmap'
• about: The start of a new roadmap
• title: 'TWE: Research Roadmap [name of type]'
• labels: 'feature: research, feature: roadmap, milestone: missing, role: UI/UX research,
• size: 0.50pt'
• assignees: ''

[bradyse]

Draft of Template Issue: Research: Interviews: Make Issues

name: Research: Interviews: Make Issues
about: The parent issue that tracks issues for all interviews of a specific research plan
title: TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interviews: Make Issues and Track Completion
labels: 'feature: interview(s)', 'feature: research', 'size: 1pt', 'role: UI/UX research', 'milestone: missing' 'epic', 'Research 000: missing', 'Participant Type: missing'
assignees:

---

Dependencies

• An interview training guide has been created and approved [Replace with - ISSUE LINK IF AVAILABLE]

Overview

We need to create an epic issue that tracks each [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW (E.G., INTAKE OR EXIT)] interview to make sure we are getting all the steps uniform.

Action Items

Customize this Issue with Research Plan No, Type of Participant, and Type of Interview

Replace the keyword strings (including text and the brackets) below with the appropriate values by using the browser search (Mac: ⌘+F or PC: Ctrl+F)

• Research Plan Number
  • Search for [Replace 000]
  • Replace with the number of your research plan (e.g., 006)
• Type of Participant
  • Search for [Replace TYPE OF PARTICIPANT]
  • Replace with the name of the participant type (e.g., Intern)
• Type of Interview
  • Search for [Replace TYPE OF INTERVIEW]
  • Replace with the name of the interview type (e.g., Intake or Exit)
• Year
  • Search for [Replace YY]
  • Replace with the last two digits of the year (e.g., 21, 22, 23)

Customize the issue settings (located right side bar)

change the issue settings to ensure the issue is properly categorized and easy to manage.

• Under Assignees, assign yourself.
• Under Labels, replace the Research: 000: missing with the label Research: RP[Replace 000] (helps you find related issues in the same workflow) and remove the corresponding missing label.
• Under Projects, click gear, choose "Repository", choose Program Management.

Customize the Resources links gathered during the making of this issue section (below)

• Customize No. 2.01: RP[Replace 000] Wiki Page link
  • Go to the wiki page: Research Output Overview (# 1.01 link in resources)
  • Find the relevant wiki page for RP[Replace 000].
  • Copy the link for the wiki page.
  • Update Resource No 2.01 [RP[Replace 000] Wiki Page] with the link you just copied. Place it into parentheses at the end of the line.
• Customize No. 2.02: Google Drive RP[Replace 000] Folder link
  • Open the Google Drive's Research by Type Folder (# 1.02 link in Resources)
  • Open the [Replace TYPE OF PARTICIPANT] Folder
  • Right-click on the RP[Replace 000] folder and copy the link.
  • Update Resource No 2.02 Google Drive RP[Replace 000] Folder with the link you just copied. Place it into parentheses at the end of the line.
• Customize No. 2.03: TWE: RP[Replace 000] Interview Instructions document link
  • Open the Google Drive's Research by Type Folder (# 1.02 link in Resources)
  • Open the [Replace TYPE OF PARTICIPANT] Folder
  • Open the RP[Replace 000] folder
  • Right-click on the Interview Instructions document and copy the link
  • Update the Resource No 2.03. TWE: RP[Replace 000] with the link you just copied. Place it into parentheses at the end of the line.
• Customize No 2.04: TWE: RP[Replace 000]: Interview Session Roll Call spreadsheet link
  • Open the Google Drive's Research by Type Folder (# 1.02 link in Resources)
  • Open the [Replace TYPE OF PARTICIPANT] Folder
  • Open the RP[Replace 000] folder
  • Right-click on the Interview Session Roll Call spreadsheet and copy the link
  • Update the Resource No 2.04. TWE: RP[Replace 000] Interview Session Roll Call Spreadsheet with the link you just copied. Place it into parentheses at the end of the line.
  • If no Roll Call spreadsheet has been made, use the Research: Create Interview Session and Roll Call Table (resource ??) to create the form (this has been made into an issue but has not yet been created TWE: Create Template Issue: Interview Session and Roll Call Table Template #343)
• Customize No. 2.05: TWE: RP[Replace 000]: Interview Recording Upload Form
  • Get link to form from related issue or RP[Replace 000] WIKI. If no issue created, use the Research: Create Upload form for recordings to create the form (this has been made into an issue but has not yet been created TWE: Create Template Issue: Create Upload Form #341)
  • Update the Resource No. 2.05. TWE: RP[Replace 000]: Interview Recording Upload Form Template with the link you just copied. Place it into parentheses at the end of the line.
• Customize No 2.06: Easy Retro

Customize template below in gray under Resource 1.08. ...

• Copy link from 2.03 TWE: RP[Replace 000] Interview Instructions to Item A
• Copy link for 2.04 TWE: Interview Session and Roll Call Table to Item B
• Copy link for 2.06 TWE: easy retro to Item C
• Copy link 2.05 Interview Recording Upload Form to Item D

Create an issue for each interview.

• IS[Replace YY]: RP[Replace 000]: [replace TYPE OF INTERVIEW] Interviews: [Replace TYPE OF PARTICIPANT] # 1
• IS[Replace YY]: RP[Replace 000]: [replace TYPE OF INTERVIEW] Interviews: [Replace TYPE OF PARTICIPANT] # 2
• Replace this action item with as many interview issues that you need (e.g., [Replace TYPE OF PARTICIPANT] # 3, [Replace TYPE OF PARTICIPANT] # 4, etc.)
  • Hover over the action item to the right so that the target circle appears
  • Click "Convert to Issue"
  • Copy the gray template issue text in the section below Resource 1.08. Template for IS[Replace YY] [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Issues
  • right click on the issue you just created (open in a new tab)
  • paste the text into the issue that you just created.
  • Click "Submit New Issue"
• Add the issue numbers/links to the Resource No 2.04. TWE: RP[Replace 000]: Interview Session Roll Call Spreadsheet

Schedule the interviews

Note if you have to create more than one interview, you may have to do the following steps several times

• Go to the UI/UX wiki page for setting up interviews on Hack for LA Zoom accounts (Resource No 1.07).
  • Copy the action items to this issue in a comment and check off each item.
• Update the related interview issue (created above) with the time and Zoom link information.

Follow-up steps

• Check whether all recordings have been uploaded to the correct folder and that any personally identifiable information is NOT stored in the shared drive.
• Contact the UX researchers who uploaded the recordings and ask them to delete their files.

Resources for creating this issue

1.01. Wiki: Research Output Overview
1.02. Google Drive Research by Type Folder
1.03. TWE: Template: [RP__]: [NAME OF RESEARCH] Interview Instructions Template
1.04. TWE: Template: Interview Session Roll Call Spreadsheet
1.05. 1password.com
1.06 Interview Recording Upload Form Template
1.07 UI/UX Wiki: Setup Interviews on Hack for LA Zoom Accounts
1.09 [Research: Create Interview Session and Roll Call Table] Template Issue
1.10 [Research: Create Upload form for recordings]

Resource 1.08. Template for IS[Replace YY] [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Issues

### Overview
We need to track the interview for [Intern's Number] so that we don't drop the ball or lose data about it.

### Action Items
- [ ] If you are conducting the interview on your own and not in a breakout room
     - [ ] 5 min prior, login to 1password and get hostkey for Zoom [Zoom meeting room#]
     - [ ] Join the meeting via the calendar link in your invite or here in this issue
     - [ ] Claim host
- [ ] When they enter room, begin consent process, and ask if we can record and transcribe.
- [ ] Turn on transcript.
- [ ] Use script in interview.
- [ ] Upload recording and transcript and a chat file if applicable using the Interview Recording Upload Form
- [ ] Verify with UXR lead that recordings have been uploaded correctly
- [ ] Delete recordings (only after UXR lead directs you to do so).

### Resources/Instructions
#### Interview Links and Instructions
- A) [RP[Replace 000]: Interview Instructions]
- B) [TWE: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Session and Roll Call Table]
- C) [Easy Retro link for Q&A that occurs during interview]
- D) [[Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recording Upload Form]

#### Interview details
- Zoom link for interview
- Date and time for interview:

#### Other links
- [Code for America's Guide on Qualitative Research](https://info.codeforamerica.org/qualitative-research)

#### Text once you are ready to send invite update
We have added the zoom invite info and the panelist for your interview.  Looking forward to seeing you! 

Resources links gathered during the making of this issue

2.01. [RP[Replace 000] Wiki Page]
2.02. [[Google Drive RP[Replace 000] Folder]
2.03. [TWE: RP[Replace 000]: Interview Instructions document]
2.04. [TWE: RP[Replace 000]: Interview Session Roll Call Spreadsheet]
2.05. [TWE: RP[Replace 000]: Interview Recording Upload Form]
2.06 [TWE: easy retro]