Help Guide documentation for DOLA

[patrickm02L]

Write instructions for staff about how the Dockless Online License Application works.

Things to consider

• Account Creation
• Submission
• Reviewing applications
• Commenting
• Updating statuses

@dianamartin please add additional sections to include.

[dianamartin]

Include:

• [x] Cheat sheet of statuses - GitBook
• [x] SMS Reviewer Workflow

[dianamartin]

Started new "Help Guide" page for Application Help and renamed the old Help page to "License & Permit Help", currently only accessible when signed in.

Help Guide Sections

- [x] Submitting an application

• [x] Filling out Applicant Information section
• [x] Parent Company section
• [x] Business Information section
• [x] Past Performance
• [x] Fleet Information
• [x] Review Application
• [x] Submit Required Attachments

  - [x] Correcting Required Attachments

  - [ ] Submitting Surety Bond & Insurance

[dianamartin]

• [x] Updated the "App Help" page with all the check items
• [x] Created a new page "Customer Action Help" - the page that shows them how to correct a requirement
• [x] Created Status Cheat Sheet page (will see a button on Admin help called "Application Statuses")
• [x] Created table in Miro, embedded it
• [x] Added help guide context to "Admin Help" page

@patrickm02L ready for some review

[dianamartin]

I removed "version 2" on the cheat-sheet page, so that it's cleaner in final view for stakeholders.

[patrickm02L]

Reviewed status color logic with Diana 08/17/22. Created alternatives that follow a visual progression through color gradients (rainbow themed). Drawings in Miroboard

Original

Alternatives

[dianamartin]

@patrickm02L I've updated the cheat sheet page

[patrickm02L]

Feedback from 08/17/22 grooming. Flip the the Blue and the Green statuses.

Make sure that the colors pass color-blind requirements. If we need more differentiation we can add icons.

[dianamartin]

Also updated the "Application Status" background colors to the Application Dashboard table

[dianamartin]

Met with stakeholders on 8/25 and they had not other feedback for us regarding the documentation.