department-of-veterans-affairs / va.gov-team

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VA Forms Audit #49757

Closed tbaker1026 closed 1 year ago

tbaker1026 commented 2 years ago

Problem Statement

How might we?

User centered:

Org centered:

How might we quickly minimize the number of PDFs a Veteran might encounter in their interaction with the VA?

How might we quickly extract the questions asked in fillable PDF forms so that we might group them into similar sections?

How might we use existing commercial or open source solutions?

How might we build a pipeline to generate a form schema from a PDF so that we might automatically build most of a form flow that would require only minimal review and tweaking?

Hypothesis or Bet

If we audit the forms and categorize them, we can make recommendations on how to streamline the process of digitizing forms. Also by coming up with a repeatable process to digitize forms, we can provide guidance for other teams to replicate to make digitizing forms more efficient

We will know we're done when

Audit The first step is an audit of all digital and non-digitized forms. One potential audit strategy might be to break the work into the following phases:

Phase 1 - Data gathering Define characteristics or attributes of forms which we’ll track Start with the forms DB, pull that into a new DB (could just be airtable), add meta-data DB has: “…detailed form metadata including the number of pages, related forms, benefit categories, language, and more”

Potential attributes

Phase 2 - Grouping

Phase 3 - Analysis

Known Blockers/Dependencies

Projected Launch Date

annekerr49 commented 1 year ago

@tbaker1026 - We are having a monthly status meeting to discuss Development issues next week. I see that Create an Epic to add to the DE Product Board is closed. Can you tell me when the item was delivered? Can you give me a status update on the VA Forms Audit/Digitize issue?

humancompanion-usds commented 1 year ago

The "Create an Epic to add to the DE Product Board" was literally a task to create this issue. I apologize that there are not issues attached. There should be. I will ask the team to fix that.

The audit is complete though we are still working out how we're going to present the categories (i.e. how specific we want to be outside of the team). We have a presentation to ChrisJ on 12/15 at 1:05pm to go over the audit. We'll have draft recommendations at that time.

Next up is finishing the recommendations, which may involve additional discovery tasks and then moving onto executing those recommendations.

annekerr49 commented 1 year ago

@tbaker - thank you very much.

annekerr49 commented 1 year ago

@tbaker1026 Hi Tricia do you have any estimate at which milestone this item will be completed ?

tbaker1026 commented 1 year ago

The Audit is complete, we are finalizing our recommendations and audit findings. Will close out this issue once that is complete.

tbaker1026 commented 1 year ago

Here is a summary of the audit findings

tbaker1026 commented 1 year ago

The audit is complete