Form to sign up as research participant

[andycochran]

Summary

Design a form to collect necessary info from potential research participants for recruiting

• [ ] Define required fields (What minimum data are we collecting?)
• [ ] Build out the intercept form in Ethnio
• [ ] Design the UI/UX on Simpler.Grants.gov for getting to the form (from research page?)
• [ ] Get PRA clearance (work w/ @itsemilyianacone on this)

Context

An earlier design iteration of the Research page included a call-to-action where anyone who's interested could sign up to be a potential research participant (Figma):

This was deferred, as we had not yet resolved what the data collection method would be. We instead put in a newsletter signup link. We should revisit the design of this call-to-action now that Ethnio is set up to collect contact info of interested participants.

Open questions

• Should this just be a link to an Ethnio form? Or is there an Ethnio API we should leverage to build a custom page for a more seamless UX?
• What is the minimum amount of PII we need to collect?
  • e.g. email? name? applicant or grantor? archetype? demographics?
  • Can we infer from minimal data whether compensation is permissible?
• What happens if someone signs up multiple times?
• Can volunteers cancel/revoke their signup?

Acceptance criteria

• [ ] Design & content approved by HHS
• [ ] Simpler.Grants.gov has received PRA clearance to collect potential research participant info/data
• [ ] Users from general public can sign up as interested in participating in future research
• [ ] Contact info is stored securely in Ethnio

[sumiat]

~Blocked until we can procure Ethnio cc @andycochran @EOKENAVA~

[EOKENAVA]

~Blocked until we can procure Ethnio cc @sarahknoppA6~

[snyder-ux]

If participant signs up multiple times: we can manually link the accounts.

• Is there an automatic suggestion or easy view based on identical email address?
• If participant unsubscribes, is it based on the email address, regardless of the accounts being linked?

From Ethnio:

• 🆔 Identifiers - for most customers this is simply email address, but it's a unique value to identify each participant. If you upload the same email 5 times, it will always merge into the same participant
• ⚡️ Smart Attributes - there are three attributes that automatically update to the latest value across any source like studies, screeners, and uploads. Those are name, location, and phone. This means anytime a participant responds with a new name, location, or phone, their unique Pool participant record will update to the latest value
• Opt Outs: Turning on this rule will ensure all the participants who opted out, or were uploaded to the Pool as opt outs, are blocked from emails.

[snyder-ux]

draft in Ethnio, screener titled Research Participant Sign Up and preview

[andycochran]

Let's review/critique this in tomorrow's Design Sync?

[andycochran]

@michellemin-nava, please work with @snyder-ux to review the content for this. A few questions I have looking at the preview:

• We want to make it clear that folx are not signing up for a particular study. They may never be selected.
  • Maybe consider "volunteer" vs "sign up" and avoid "we will" (since we might not).
  • The confirmation message after submission also implies we will send them an invite
• Should we include the word "studies"?
• "Role" might be confusing. Should we ask a more direct question about how they use grants.gov and list the options as "I…" statements?
• A novice applicant might not consider themselves an applicant if they've never actually applied. That option could include both searching and/or applying.
• I don't think we do, but confirm we don't need full name

[snyder-ux]

PRA

• first draft: 0990-0379 MEMO_FastTrack Generic Clearance Submission
• second draft: 0990-0491

[snyder-ux]

**11/5 PRA update from Andy C in Slack (thread): yesterday Emily Ianacone let us know in Design Review that she had to resubmit the PRA requests under the proper codes. There’s a new general clearance we’re using. I think this reset the clock. Again. So hopefully all our PRA requests get approved this week.

[snyder-ux]

11/18: PRA has technical issue on OMB’s side and waiting on instructions on how to transfer the files to get them under review, Emily will continue to keep us updated.