[TEST] TWE: IS22: RP020: HfLA Team Member Exit Recording Upload Form: Create

[cbutcher318]

Dependencies

• TWE: IS22: RP020: HfLA Team Member Exit Roll Call and Session Table has been created. Check the [Wiki: Research Plan 020] page for link
• Interview sessions have been conducted

Overview

We need to create a new form to upload the recordings made for RP020.

Action Items

• UX lead asks admin to add the team member working on this issue to the 1Password internship-UX's vault

Customize Resource Links

• Customize Resource for Wiki Page Link
  • Go to the wiki page: Research Output Overview (Resources # 1.01)
  • Find relevant wiki page for RP020
  • Copy the link for the RP020 wiki page.
  • Update Resource # 2.01 with the link you just copied. Place it into parentheses at the end of the line.
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Customize Resource for this Research Plan's Google Drive Folder
  • Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • Open the HfLA Team Member Folder
  • Right-click on the RP020 folder
  • Choose "Get Link" and "Copy link"
  • Update Resource # 2.02 with the link you just copied. Place it into parentheses at the end of the line.
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Open the RP020 folder (Resources # 2.02) if not already open
  • Right-click on the TWE: IS22: RP020: HfLA Team Member Exit Roll Call and Session Table file
  • Choose "Get Link" and "Copy link"
  • Update Resources # 2.03 by pasting the link you just copied inside parentheses at the end of the line
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Set up a folder for the recording upload form

• Open the [email protected] Google Drive in a separate Chrome/browser profile window (you do not want to cross-contaminate this process with your personal browser profile)
  • If you are not sure how to do this, use the following steps to log in:
    1. Log into 1password (Resources # 1.03)
       • Refer to the guide linked in Resources # 1.03.01 if you are unsure about any of the following steps
    2. Choose internship-UI/UX vault
    3. Choose to see login info for [email protected] account
    4. In Chrome Browser, open a new browser window using "Incognito" mode, or using a new profile
    5. Go to "drive.google.com"
    6. Sign in with the [email protected] account using the login information in 1Password
• Choose TWE Interview Recordings by Plan # folder in "My Drive"
• Create a new folder for the uploads in the TWE Interview Recordings by Plan # folder by choosing "New" and "New folder" on the left side bar
  
  
• Name the "New folder" by copying and pasting:

TWE: IS22: RP020: HfLA Team Member Exit Recordings

• Right click on the TWE: IS22: RP020: HfLA Team Member Exit Recordings folder
• Choose Get Link and Copy Link
• Update Resources # 2.04 by pasting the copied link inside parentheses at the end of the line
• Choose Update comment in Github and make sure all the checkboxes above have been checked

Copy the Google Form Template

• Open the Google Form Template link (Resources # 1.05) in the [email protected] browser window
• Choose the Use Template button
• A message that says Missing File Upload folders pops up, select Cancel at this step
• Move the form template into the TWE: IS22: RP020: HfLA Team Member Exit Recordings folder by completing the following steps
  1. Choose the Move to folder icon
  2. Choose TWE Interview Recordings by Plan #
  3. Choose TWE: IS22: RP020: HfLA Team Member Exit Recordings folder
  4. Choose Move Here
  5. Choose Dismiss on the alert notification
• Rename the form by following the steps:
  • Copy

  TWE: IS22: RP020: HfLA Team Member Exit Recording Upload Form
  

  • Paste the text you copied into the top field of the file
  
• Close the Form Template browser tab
• Open the TWE: IS22: RP020: HfLA Team Member Exit Recordings folder (Resources # 2.04) in the [email protected] browser window
• Open the TWE: IS22: RP020: HfLA Team Member Exit Recording Upload Form Google form
• A message that says Missing File Upload folders pops up again, choose Restore at this step
• A Folders restored successfully notification should flash at the bottom of the window

Customize the Recording Upload Google Form just made

• In the body text of "Finishing up: Sending your recording to TWE team" section, complete the following edits:
  • Copy

  RP020-UX Researcher Abbreviation###-HfLA Team Member Abbreviation###
  

  • Paste the copied text in the section after "Rename the recording file in the following format" (see the grayed out texts in the screenshot below)
  • Make sure the text you just copied are in bold and italic in the Google Form
  • Single click on the link that says [Replace TEMPLATE: Interview Roll Call and Session Table], and choose on the pencil icon to "Edit Link".
  • Copy the link from Resource # 2.04
  • In the "Link to" section, paste the link you just copied
  • In the "Text to display" section, replace [Replace TEMPLATE: Interview Roll Call and Session Table] with

  TWE: IS22: RP020: HfLA Team Member Exit Roll Call and Session Table
  

  - [ ] Choose "OK"
• In the form edit, go to Settings
  • Make sure to toggle off the Restrict to users in Hack for LA and its trusted organizations option
  • Choose Send, then choose link
  • Check the Collect emails box, and check the Shorten URL box, then choose Copy
  • Update Resource # 2.05 with the link you just copied. Place it into parentheses at the end of the line.
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Edit Response Destination

• In the form edit, choose Responses
• Choose 3 vertical dots
• Choose Select destination for responses
• Choose Create a new spreadsheet
• Choose Create
• In the [email protected] browser, open the TWE: IS22: RP020: HfLA Team Member Exit Recordings folder (Resources # 2.04)(You may already have this open)
• Right click on the TWE: IS22: RP020: HfLA Team Member Exit Recording Upload Form (Responses) spreadsheet
• Choose Get Link and Copy Link
• Update Resources # 2.06 by pasting the link inside parentheses at the end of the line
• Choose "Update comment" in Github and make sure all the checkboxes above have been checked off

Update Research Plan Wiki Page

• Open Wiki: Research Plan 014 (Resource 2.01)
• Choose "Edit" to edit the page
• Find the "Interview Recordings & Transcripts" section
• Add a new line and insert a "-" dash
• Copy and paste Resource # 2.05 (both the text and URL) at the end of this new line
• Choose "Save Page"
• Open the Google drive folder RP020 (Resources # 2.02)
• Check that TWE: IS22: RP020: HfLA Team Member Exit Recording Upload Form IS NOT saved in this folder
• Review with UX Lead
• Product sign-off

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview
1.02 Google Drive Folder: Research by Type
1.03 1password
1.03.01 Guide: Log into a Google Account with 2-Step Verification Using 1Password If this is your first time logging into Internship's private drive, please follow the instructions to log in.
1.04 TWE Interview Recordings by Plan # This folder is only accessible using [email protected]'s Google account
1.05 Interview Recording Upload Form Template This template is only accessible using [email protected]'s Google account

Resources gathered during the completion of this issue

2.01 Wiki: Research Plan 020
2.02 Google Drive Folder: RP020
2.03 [TWE: IS22: RP020: HfLA Team Member Exit Roll Call and Session Table]
2.04 TWE: IS22: RP020: HfLA Team Member Exit Recordings
2.05 [TWE: IS22: RP020: HfLA Team Member Exit Recording Upload Form]
2.06 [TWE: IS22: RP020: HfLA Team Member Exit Recording Upload Form (Responses)]

[ExperimentsInHonesty]

Bonnie no longer testing this template. Closing issue