Appoint a Representative v2 and Find a Representative v3
Feature name
Digital submission
GitHub label for team
accredited-representation-management-team
GitHub label for product
appoint-a-representative
find-a-representative
GitHub label for feature
No response
Public DSVA Slack channel for VFS team
benefits-representation-management
Kickoff questions
Toggle kickoff questions
### When did/will you start working on this product/feature?
Design ideation started on 3/18
### Will your work result in visible changes to the user experience?
Yes
### Are you doing research with VA.gov users?
Yes
### Will your work involve changes to...
Both
### Does your product/feature have Google Analytics tracking and a KPI dashboard in Domo?
No
### Do you need to capture any additional analytics or metrics?
Yes
### Product outline
https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/products/accredited-representation-management/product-documentation/appoint-a-representative/product-outline-appoint-a-representative.md
### Verify all relevant materials provided to Governance Team
- [X] I have provided all relevant and up-to-date links, screenshots, images, designs, etc. of the as-is version of the product
### Add the GitHub labels for your team, product, and feature to this ticket.
- [X] I acknowledge that I must add the GitHub labels for my team, product, and feature to this ticket.
### Notify the Collaboration Cycle team of this ticket in your team's public Slack channel.
- [X] I acknowledge that I must notify the Governance team by completing the Collab Cycle Kickoff workflow in my team's Slack channel after submitting this issue. This can be completed by typing "/collab cycle" and selecting the kickoff workflow.
- Kickoff Slack Thread with VFS team: [Kickoff thread](https://dsva.slack.com/archives/C05L6HSJLHM/p1710956673328179)
Recommended Collaboration Cycle touchpoints
Design Intent
Toggle Design Intent instructions
#### Before the meeting
##### VFS team actions
- [x] Review [Design Intent Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/design-intent) to understand what this touchpoint involves.
- [x] Schedule your Design Intent (with at least 2 business days lead time from now):
- Open the [Calendly design intent calendar](https://calendly.com/collaboration-cycle/design-intent-or-midpoint-review)
- Select a date and time and click "Confirm"
- Add your name and email
- Click "Add Guests" and enter the email addresses for VFS team attendees
- Click "Schedule Event"
- [x] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Design Intent` slash-command in your team channel. Provide information as prompted by the Slack workflow.
- [x] Link all artifacts in the `Design Intent artifacts for review` section below at least two business days before the scheduled Design Intent. Please don't add artifacts in the comments section.
**Design Intent artifacts for review**
[See guidance on Design Intent artifacts.](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/design-intent#Designintent-Artifacts) Governance Team feedback is based on the artifacts provided here as well as information provided during the meeting. Please provide links to artifacts **at least two business days** before the scheduled meeting.
Required:
- [x] User flow - https://app.mural.co/t/departmentofveteransaffairs9999/m/departmentofveteransaffairs9999/1692888741111/2474c0612887653142ab991d234898b6968dbf0e?wid=0-1711033114108
Not required, but nice to have:
- ~[ ] Wireframes~ - N/A
Optional:
- ~[ ] Research plan~ - N/A
- [x] Any other artifacts you have so far - [here are the designs for our MVP](https://dsva.slack.com/docs/T03FECE8V/F06EBTZJH40?focus_section_id=temp:C:GDe623c3aaea09643babfe92c50f)
##### Governance Team actions
- [ ] Design Intent Slack thread with VFS team: https://github.com/department-of-veterans-affairs/va.gov-team/issues/78846
- [ ] Meeting date/time: April 2, 2024 at 11.30 AM ET
#### After the meeting
##### Governance Team actions
- [ ] Update this ticket with the Zoom recording
- [Recording link]([https://oddball-io.zoom.us/rec/share/qX1oAlEbqxX5toS8UEJknt8ic3QWaCXbunIPYTDG--N0i1HcIV1ViKk7CdU-GWj5.nBhrSTt14RV5taGe](https://u15570388.ct.sendgrid.net/ls/click?upn=u001.BGhqzrz1VcIjFe5pPsQgyJM53IuOmOaO5Gnbnvl8ZRcMGbiT1DESkejPHJGeVmK69wfANGJavyAxUdoRTiwLTFiPuMnQs0Le-2FguTQLPj-2B2dP1aCD7gUofuHXR8bhATbRiI58cHETPfrcPFVbCNIPIiRCeEiIgh5iAxsEmuOEGE8-3DbxRW_jqPBO3OCORMgTIIvo1DE9WYM3qORj3HdYgpf6TDO7Mcp9K0bACcCGgVA7qAb18CQcSHfjKZAk1qsdqzH0xTsDDxpGchOEFkmASnOZhX7dVrBXR5ep-2BhW4zjVhGbOAMY-2BWuHCCutw3PLDu3caToARG5DsXz8yHM3C2V6wBkO5OJCJ-2Bhk0Ykmy4w4sbEPIRRHzg13SpeYvivwmzl91sfRDlqnSwyWeI251dOM1cOvwntBcJotJblPvUtENOLjKs3YudO1GFqgFkpO6zL-2F462XXV4qGTUyYB-2BIZI76QnozLBQWlnndyvClKWjeW4oT3OlkHauPbET-2BD7OfdLhap-2FpPWP1Ipzb-2BPZmxs3-2B8l4CYU2WPYKY8FJpjCOZ4Ps0Ju1KqdcCFAjVtVTXpK7Iwj7d7w7ttpp1r4mQa3xjFg0QBvZCFXcYzrOqiEVrPNQP7E3wfmvub2izaQMbeAc-2B2rfYvSYkPYLqjyUDFlJGCj3uStSsJCj8xXP4mNL-2FH-2BPRFjwVLU6WhPcta5Qn-2FNt45xUXLqm2uTizA42eaC5fOZcWzGMv0H1DQhWHOjSu44B5-2Bx25oClYPZh3hixiYdH5b-2BhvPuRWkO-2Bls8xaF12H-2F2MSP-2BExeQ4uO3K81rMFzJ0D54Z6IxdLs9TEpBWDTr-2BnllnybCiXbK9BShuD6K0vH3fiStyMmOoihrwe2DcHGAzyZD4OJYjd464c70b95FZyaSjFwxIg-2F9QG7BUiCR8ATeFS-2B5x2POQBt9gYgEQwC-2BnX5vfPnaa5YMpLiOJpL-2BvHhnoYy73V9xbY7-2F4KtML-2BYi1BEI3NGunq-2BYOGVoJwTawk32mQtU)
- Passcode: 4pC*#Ev0
- Accessibility
- [ ] Feedback ticket attached
- [x] No feedback
- Design
- [ ] Feedback ticket attached
- [x] No feedback
- IA
- [ ] Feedback ticket attached
- [x] No feedback
##### VFS team actions
- [ ] Review feedback tickets. Comment on the ticket if there are any questions or concerns.
Research Review
Toggle Research Review
#### VFS actions
- [ ] Complete the [research review process](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Research-plan-review.1781891143.html)
Midpoint Review
Toggle Midpoint Review
#### Before meeting
##### VFS actions
Navigate to reference link: [Midpoint Review Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/midpoint-review)
- [x] Schedule your Midpoint Review when ready:
- Open the [Calendly midpoint review calendar](https://calendly.com/collaboration-cycle/design-intent-or-midpoint-review)
- Select a date and time and click “Confirm”
- Add your name and email
- Click "Add Guests" and enter the VFS meeting attendees email addresses
- Invite all relevant VFS team members, including accessibility support, product owners, and other VA stakeholders
- Click "Schedule Event"
- [x] Check this box if you'd like this review to be asynchronous (Please refer to the [Midpoint Review guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Midpoint-review.1781039167.html) for the difference between a synchronous meeting and an asynchronous review)
- **NOTE: We may want to pursue an asynchronous review of Find v3 if we run out of time in our synchronous meting**
- [x] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Midpoint Review` "slash-command" in your team channel. Provide information as prompted by the Slack workflow.
- [x] Link all artifacts **ONLY** in the Midpoint Review artifacts section below at least two days before the scheduled Midpoint Review. **Do NOT add artifacts to Comments section**
**Midpoint Review artifacts**
See Platform guidance on [Midpoint Review artifacts](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/midpoint-review#Midpointreview-Artifacts). Platform feedback is based solely on the artifacts provided, as reviewed during the two days before the Midpoint Review meeting. Any work not included in the artifacts below or any ongoing work taking place during the review period may not be reflected in that feedback.
Provide links or documents for the following:
- [x] Finalized design prototype or mockup - see links below
- [x] Specify which pages are included in the review - see links below
- [x] Research plan - still being drafted (our researcher is ooo) but a high level outline is provided below
- [ ] Conversation guide - still being drafted (our researcher is ooo), please refer to the research plan outline below
Main prototype links:
- [Mobile](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=0%3A19109&node-id=120-67790&viewport=-4520%2C2523%2C0.25&t=McyUHXY4YneBMK71-1&scaling=min-zoom&starting-point-node-id=120%3A75196&show-proto-sidebar=1)
- [Desktop](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4521-225994&viewport=-586%2C-2555%2C0.13&t=WjYWofDavAgxNQ66-1&scaling=min-zoom&starting-point-node-id=4521%3A225994&mode=design)
- [Unauthenticated with Print-fill Only](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=3717-80885&viewport=1600%2C88%2C0.06&t=IOurlN6nYglajRio-1&scaling=min-zoom&starting-point-node-id=3717%3A80893)
- [Canvas view](https://www.figma.com/design/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?node-id=5138-420728&t=2KXkFjFp3B91NYeM-11)
Areas of emphasis:
- [Select a representative](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4521-226014&viewport=10254%2C-11262%2C0.5&t=xviodnSh9GXwnmFK-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (part of above links)
- [Select a Representative with Search results](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=4929%3A314490&node-id=4929-315905&viewport=399%2C421%2C0.25&t=b3Isy3CgLZraEKI0-1&scaling=min-zoom&starting-point-node-id=4929%3A315905)
- [Confirmation](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4521-225954&viewport=1976%2C-2622%2C0.13&t=n8IBR0c5qw7wywkK-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (3 screens)
- [Confirmation for print](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4615-195277&viewport=1976%2C-2622%2C0.13&t=n8IBR0c5qw7wywkK-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (2 screen) (Not in main links)
- [Selecting a VSO from the Select the Representative Step](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4878-152276&viewport=10088%2C-13040%2C0.5&t=Jwvx6zVwjnbvnz3i-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (3 screens) (Not in main links)
- [Alert that shows on Select a Representative screen if a VSO representative with only one organization cannot accept digital submission -OR- they are a claims agent -OR- they are an attorney](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4528-261760&viewport=10088%2C-13040%2C0.5&t=Jwvx6zVwjnbvnz3i-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (Not in main links)
- [Alert that shows on Select a VSO screen if the VSO does not accept digital submission](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4878-151874&viewport=10088%2C-13040%2C0.5&t=Jwvx6zVwjnbvnz3i-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (Not in main links)
**For Async Review**
- [Find a Representative v3](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=0%3A19109&node-id=120-67790&viewport=-9680%2C5495%2C0.5&t=ZhGSnP841qERpffD-1&scaling=min-zoom&starting-point-node-id=120%3A75196&show-proto-sidebar=1):
- New filters for Veteran Service Organizations (drop down list) and digital submission (checkbox)
- Notation of representatives that "Accepts digital signature" in the search results -- we've been trying to define if this makes more sense inside vs. outside of the additional component ...or perhaps both?
- The acceptance is the VSO's decision (not the individual VSO Representative) and it'd be most accurate to have the "digitally accept" note in-line with the VSO, within the additional component.
- In research we've found most Veterans/claimants prefer the "digitally accept" path when available, and the concern is the notation within the additional component could get missed, unless the user is in the habit of opening the additional components for all search results -- some users did this in testing, but not all.
Research Plan Goals
- Understand how Veterans search for and select a representative.
- Understand usability of the authenticated Appoint a Representative flow (21-22 form only) on both desktop and mobile devices.
Research Plan Outcome
- Information on how Veterans search and find representation will provide input on how Find and Appoint work together.
- User testing will inform adjustments to the Appoint a Representative flow (21-22 form only) to improve usability.
Research Plan questions
- What methods do Veterans use today to find representation?
- Are we hearing the same feedback from Veterans after Find a Representative updates?
- Do Veterans see themselves using Find and Appoint together as a process?
- Do users understand the information shown in the 21-22?
- Is there any information missing?
- What are users' expectations of the experience?
- Are there any challenges with using the experience?
- Are the next steps clear and actionable?
**Content artifacts**
- [x] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-content-and-ia-intake-request) feedback you received, including a content source of truth, any relevant static content page and entry point updates, and the intake form.
- [Content source of truth - Sharepoint](https://dvagov.sharepoint.com/:f:/s/SitewideCAIA/EpKqFTllvlxOkDwz2iFgveAB9PjkKVIrJu_TUAkQPbsU0g?e=L92kpF)
**IA artifacts**
- [x] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-caia-intake-request) feedback you received, including an IA review document or intake form.
- [IA redirect plan - Sharepoint](https://dvagov.sharepoint.com/:w:/r/sites/SitewideCAIA/_layouts/15/Doc.aspx?sourcedoc=%7B203EE57C-1260-4A20-9981-40A7396FB36A%7D&file=0.0%20Redirect%20plan.docx&action=default&mobileredirect=true)
- [URLs for Appoint a Rep MVP](https://app.mural.co/t/departmentofveteransaffairs9999/m/departmentofveteransaffairs9999/1714785369605/65b1ce20d08478615fe2ef8c347cf19305cbffab?sender=ubac5f0487f25bc4431288699) (notated below the user flow, this will carry over to Appoint a Rep v2)
##### Platform actions
- [x] [Slack thread with VFS team](https://dsva.slack.com/archives/C05L6HSJLHM/p1715625999205809)
- [x] Meeting date/time: **Friday, May 17, 2024 at 11:30AM ET**
#### After meeting
##### Platform actions
* Accessibility
* [x] Feedback ticket attached
* [ ] No feedback
* Content
* [x] Feedback ticket attached
* [ ] No feedback
* Design
* [x] Feedback ticket attached
* [ ] No feedback
* IA
* [x] Feedback ticket attached
* [ ] No feedback
* [x] Update this ticket with the Zoom recording
- [Recording link](https://oddball-io.zoom.us/rec/share/_vyc3kXpivC5i9eZ42t0A2TmQKysSyOSOLlTyO1l0JvtzQzmLzfYTduSD-LhYcrP.ZapD9So2syG1avMo)
- Passcode: `8fK!!@W1`
##### VFS actions
- [ ] Review feedback tickets and comment on the ticket if there are any questions or concerns
Analytics Request
Toggle Analytics Request
#### VFS actions
- [ ] Complete the [analytics request process](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Analytics-request.1782120453.html)
- [ ] Link to the Analytics Implementation and QA Request ticket below
Contact Center Review
Toggle Contact Center Review
#### VFS actions
- [ ] Complete the [Contact Center review process](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Contact-center-review.1782317061.html)
- [ ] Link to the Contact Center review request ticket below
Staging Review (Appoint a Representative v2)
Toggle Staging Review
#### Before meeting
##### VFS actions
- Navigate to reference link: [Staging Review Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/staging-review)
- [ ] Schedule your Staging Review when ready:
- Open the [Calendly staging review calendar](https://calendly.com/collaboration-cycle/staging-review)
- Select a date and time and click “Confirm”
- Add your name and email
- Click "Add Guests" and enter the VFS meeting attendees email addresses
- Invite all relevant VFS team members, including accessibility support, product owners, and other VA stakeholders
- Click "Schedule Event"
- [ ] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Staging Review` "slash-command" in your team channel. Provide information as prompted by the Slack workflow.
- [ ] If this product contains any [experimental design](https://design.va.gov/experimental-design/), add the `experimental-design` label and schedule a meeting with DSC to present the research findings.
- [ ] Link all artifacts **ONLY** in the Staging Review artifacts section below at least four days before the scheduled Staging Review. **Do NOT add artifacts to Comments section**
- [ ] I confirm the environment is available and test users have been provided.
- [ ] Please verify your product information in the [Product Directory](https://depo-platform-documentation.scrollhelp.site/getting-started/vfs-product-directory).
**Staging Review artifacts**
See Platform guidance on [Staging Review artifacts](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Staging-review.1810137181.html#Stagingreview-Artifacts). Platform findings are based solely on the staging URL and test users provided, as reviewed during the four days before the Staging Review meeting. Any test cases not covered or any ongoing work taking place during the review period may not be reflected in those findings.
**Product artifacts**
- [ ] Staging URL
- [ ] Specify which pages are included in the review
- [ ] Staging test user information
**Note:** Please double-check that you've provided staging access information appropriate for testing the tool or feature. Don't put staging credentials in your va.gov-team ticket; store [test user information, passwords, and tasks](https://github.com/department-of-veterans-affairs/va.gov-team-sensitive/blob/master/Administrative/vagov-users/staging-test-accounts-accessible-example.md) in a .md file in the va.gov-team-sensitive repository.
**Content artifacts**
- [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-content-and-ia-intake-request) feedback you received, including a content source of truth, any relevant static content page and entry point updates, and the intake form.
**IA artifacts**
- [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-caia-intake-request) feedback you received, including an IA review document or intake form.
**QA artifacts**
An artifact that corresponds to each standard in the [QA Standards](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards).
- [ ] [Regression test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-regression-test-planRegressionTestPlan)
- [ ] [Test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-test-planTestPlan)
- [ ] [Coverage for References](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports)
- [ ] [Summary(Defects) reports](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports)
- [ ] [E2E tests](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-e2e-test-participationE2ETestParticipation) (provide a link to the product’s code)
- [ ] [Code coverage](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-unit-test-coverageUnitTestCoverage) (provide a link to the product’s code)
**Accessibility artifacts**
- [ ] [Completed accessibility testing artifact](https://github.com/department-of-veterans-affairs/va.gov-team/issues/new?assignees=briandeconinck&labels=a11y-testing&template=a11y-testing.yaml&title=Accessibility+Testing+for+%5BTeam+Name%2C+Product+Name%2C+Feature+Name%5D). For details, see [Prepare for an accessibility staging review](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/prepare-for-an-accessibility-staging-review).
##### Platform actions
- [ ] Slack thread with VFS team
- [ ] Meeting date/time:
#### After meeting
##### Platform actions
- [ ] Update this ticket with the Zoom recording
- Recording link
- Password:
##### VFS actions
- [ ] Review the findings tickets and comment on the ticket if there are any questions or concerns
- [ ] Close individual findings tickets when the issue has been resolved or validated by your Product Owner. If a team has additional questions or needs Platform help validating the issue, please comment on the issue ticket.
- [ ] After launch, [request an accessibility audit from the VA 508 Office](https://depo-platform-documentation.scrollhelp.site/developer-docs/request-support-from-the-va-508-office#RequestsupportfromtheVA508office-AuditRequest). This is required even if no accessibility issues were found during the Staging Review.
- [ ] Share ServiceNow ticket number here: ______
- [ ] Close ticket once Privacy, Security, Infrastructure Readiness Review has been completed, VA 508 Office audit is requested, and all other post-Staging actions are complete
Staging Review (Find a Representative v3)
Toggle Staging Review
#### Before meeting
##### VFS actions
- Navigate to reference link: [Staging Review Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/staging-review)
- [ ] Schedule your Staging Review when ready:
- Open the [Calendly staging review calendar](https://calendly.com/collaboration-cycle/staging-review)
- Select a date and time and click “Confirm”
- Add your name and email
- Click "Add Guests" and enter the VFS meeting attendees email addresses
- Invite all relevant VFS team members, including accessibility support, product owners, and other VA stakeholders
- Click "Schedule Event"
- [ ] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Staging Review` "slash-command" in your team channel. Provide information as prompted by the Slack workflow.
- [ ] If this product contains any [experimental design](https://design.va.gov/experimental-design/), add the `experimental-design` label and schedule a meeting with DSC to present the research findings.
- [ ] Link all artifacts **ONLY** in the Staging Review artifacts section below at least four days before the scheduled Staging Review. **Do NOT add artifacts to Comments section**
- [ ] I confirm the environment is available and test users have been provided.
- [ ] Please verify your product information in the [Product Directory](https://depo-platform-documentation.scrollhelp.site/getting-started/vfs-product-directory).
**Staging Review artifacts**
See Platform guidance on [Staging Review artifacts](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Staging-review.1810137181.html#Stagingreview-Artifacts). Platform findings are based solely on the staging URL and test users provided, as reviewed during the four days before the Staging Review meeting. Any test cases not covered or any ongoing work taking place during the review period may not be reflected in those findings.
**Product artifacts**
- [ ] Staging URL
- [ ] Specify which pages are included in the review
- [ ] Staging test user information
**Note:** Please double-check that you've provided staging access information appropriate for testing the tool or feature. Don't put staging credentials in your va.gov-team ticket; store [test user information, passwords, and tasks](https://github.com/department-of-veterans-affairs/va.gov-team-sensitive/blob/master/Administrative/vagov-users/staging-test-accounts-accessible-example.md) in a .md file in the va.gov-team-sensitive repository.
**Content artifacts**
- [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-content-and-ia-intake-request) feedback you received, including a content source of truth, any relevant static content page and entry point updates, and the intake form.
**IA artifacts**
- [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-caia-intake-request) feedback you received, including an IA review document or intake form.
**QA artifacts**
An artifact that corresponds to each standard in the [QA Standards](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards).
- [ ] [Regression test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-regression-test-planRegressionTestPlan)
- [ ] [Test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-test-planTestPlan)
- [ ] [Coverage for References](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports)
- [ ] [Summary(Defects) reports](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports)
- [ ] [E2E tests](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-e2e-test-participationE2ETestParticipation) (provide a link to the product’s code)
- [ ] [Code coverage](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-unit-test-coverageUnitTestCoverage) (provide a link to the product’s code)
**Accessibility artifacts**
- [ ] [Completed accessibility testing artifact](https://github.com/department-of-veterans-affairs/va.gov-team/issues/new?assignees=briandeconinck&labels=a11y-testing&template=a11y-testing.yaml&title=Accessibility+Testing+for+%5BTeam+Name%2C+Product+Name%2C+Feature+Name%5D). For details, see [Prepare for an accessibility staging review](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/prepare-for-an-accessibility-staging-review).
##### Platform actions
- [ ] Slack thread with VFS team
- [ ] Meeting date/time:
#### After meeting
##### Platform actions
- [ ] Update this ticket with the Zoom recording
- Recording link
- Password:
##### VFS actions
- [ ] Review the findings tickets and comment on the ticket if there are any questions or concerns
- [ ] Close individual findings tickets when the issue has been resolved or validated by your Product Owner. If a team has additional questions or needs Platform help validating the issue, please comment on the issue ticket.
- [ ] After launch, [request an accessibility audit from the VA 508 Office](https://depo-platform-documentation.scrollhelp.site/developer-docs/request-support-from-the-va-508-office#RequestsupportfromtheVA508office-AuditRequest). This is required even if no accessibility issues were found during the Staging Review.
- [ ] Share ServiceNow ticket number here: ______
- [ ] Close ticket once Privacy, Security, Infrastructure Readiness Review has been completed, VA 508 Office audit is requested, and all other post-Staging actions are complete
VFS product information
VFS team name
Accredited Representation Management
Product name
Appoint a Representative v2 and Find a Representative v3
Feature name
Digital submission
GitHub label for team
accredited-representation-management-team
GitHub label for product
appoint-a-representative find-a-representative
GitHub label for feature
No response
Public DSVA Slack channel for VFS team
benefits-representation-management
Kickoff questions
Toggle kickoff questions
### When did/will you start working on this product/feature? Design ideation started on 3/18 ### Will your work result in visible changes to the user experience? Yes ### Are you doing research with VA.gov users? Yes ### Will your work involve changes to... Both ### Does your product/feature have Google Analytics tracking and a KPI dashboard in Domo? No ### Do you need to capture any additional analytics or metrics? Yes ### Product outline https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/products/accredited-representation-management/product-documentation/appoint-a-representative/product-outline-appoint-a-representative.md ### Verify all relevant materials provided to Governance Team - [X] I have provided all relevant and up-to-date links, screenshots, images, designs, etc. of the as-is version of the product ### Add the GitHub labels for your team, product, and feature to this ticket. - [X] I acknowledge that I must add the GitHub labels for my team, product, and feature to this ticket. ### Notify the Collaboration Cycle team of this ticket in your team's public Slack channel. - [X] I acknowledge that I must notify the Governance team by completing the Collab Cycle Kickoff workflow in my team's Slack channel after submitting this issue. This can be completed by typing "/collab cycle" and selecting the kickoff workflow. - Kickoff Slack Thread with VFS team: [Kickoff thread](https://dsva.slack.com/archives/C05L6HSJLHM/p1710956673328179)Recommended Collaboration Cycle touchpoints
Design Intent
Toggle Design Intent instructions
#### Before the meeting ##### VFS team actions - [x] Review [Design Intent Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/design-intent) to understand what this touchpoint involves. - [x] Schedule your Design Intent (with at least 2 business days lead time from now): - Open the [Calendly design intent calendar](https://calendly.com/collaboration-cycle/design-intent-or-midpoint-review) - Select a date and time and click "Confirm" - Add your name and email - Click "Add Guests" and enter the email addresses for VFS team attendees - Click "Schedule Event" - [x] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Design Intent` slash-command in your team channel. Provide information as prompted by the Slack workflow. - [x] Link all artifacts in the `Design Intent artifacts for review` section below at least two business days before the scheduled Design Intent. Please don't add artifacts in the comments section. **Design Intent artifacts for review** [See guidance on Design Intent artifacts.](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/design-intent#Designintent-Artifacts) Governance Team feedback is based on the artifacts provided here as well as information provided during the meeting. Please provide links to artifacts **at least two business days** before the scheduled meeting. Required: - [x] User flow - https://app.mural.co/t/departmentofveteransaffairs9999/m/departmentofveteransaffairs9999/1692888741111/2474c0612887653142ab991d234898b6968dbf0e?wid=0-1711033114108 Not required, but nice to have: - ~[ ] Wireframes~ - N/A Optional: - ~[ ] Research plan~ - N/A - [x] Any other artifacts you have so far - [here are the designs for our MVP](https://dsva.slack.com/docs/T03FECE8V/F06EBTZJH40?focus_section_id=temp:C:GDe623c3aaea09643babfe92c50f) ##### Governance Team actions - [ ] Design Intent Slack thread with VFS team: https://github.com/department-of-veterans-affairs/va.gov-team/issues/78846 - [ ] Meeting date/time: April 2, 2024 at 11.30 AM ET #### After the meeting ##### Governance Team actions - [ ] Update this ticket with the Zoom recording - [Recording link]([https://oddball-io.zoom.us/rec/share/qX1oAlEbqxX5toS8UEJknt8ic3QWaCXbunIPYTDG--N0i1HcIV1ViKk7CdU-GWj5.nBhrSTt14RV5taGe](https://u15570388.ct.sendgrid.net/ls/click?upn=u001.BGhqzrz1VcIjFe5pPsQgyJM53IuOmOaO5Gnbnvl8ZRcMGbiT1DESkejPHJGeVmK69wfANGJavyAxUdoRTiwLTFiPuMnQs0Le-2FguTQLPj-2B2dP1aCD7gUofuHXR8bhATbRiI58cHETPfrcPFVbCNIPIiRCeEiIgh5iAxsEmuOEGE8-3DbxRW_jqPBO3OCORMgTIIvo1DE9WYM3qORj3HdYgpf6TDO7Mcp9K0bACcCGgVA7qAb18CQcSHfjKZAk1qsdqzH0xTsDDxpGchOEFkmASnOZhX7dVrBXR5ep-2BhW4zjVhGbOAMY-2BWuHCCutw3PLDu3caToARG5DsXz8yHM3C2V6wBkO5OJCJ-2Bhk0Ykmy4w4sbEPIRRHzg13SpeYvivwmzl91sfRDlqnSwyWeI251dOM1cOvwntBcJotJblPvUtENOLjKs3YudO1GFqgFkpO6zL-2F462XXV4qGTUyYB-2BIZI76QnozLBQWlnndyvClKWjeW4oT3OlkHauPbET-2BD7OfdLhap-2FpPWP1Ipzb-2BPZmxs3-2B8l4CYU2WPYKY8FJpjCOZ4Ps0Ju1KqdcCFAjVtVTXpK7Iwj7d7w7ttpp1r4mQa3xjFg0QBvZCFXcYzrOqiEVrPNQP7E3wfmvub2izaQMbeAc-2B2rfYvSYkPYLqjyUDFlJGCj3uStSsJCj8xXP4mNL-2FH-2BPRFjwVLU6WhPcta5Qn-2FNt45xUXLqm2uTizA42eaC5fOZcWzGMv0H1DQhWHOjSu44B5-2Bx25oClYPZh3hixiYdH5b-2BhvPuRWkO-2Bls8xaF12H-2F2MSP-2BExeQ4uO3K81rMFzJ0D54Z6IxdLs9TEpBWDTr-2BnllnybCiXbK9BShuD6K0vH3fiStyMmOoihrwe2DcHGAzyZD4OJYjd464c70b95FZyaSjFwxIg-2F9QG7BUiCR8ATeFS-2B5x2POQBt9gYgEQwC-2BnX5vfPnaa5YMpLiOJpL-2BvHhnoYy73V9xbY7-2F4KtML-2BYi1BEI3NGunq-2BYOGVoJwTawk32mQtU) - Passcode: 4pC*#Ev0 - Accessibility - [ ] Feedback ticket attached - [x] No feedback - Design - [ ] Feedback ticket attached - [x] No feedback - IA - [ ] Feedback ticket attached - [x] No feedback ##### VFS team actions - [ ] Review feedback tickets. Comment on the ticket if there are any questions or concerns.Research Review
Toggle Research Review
#### VFS actions - [ ] Complete the [research review process](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Research-plan-review.1781891143.html)Midpoint Review
Toggle Midpoint Review
#### Before meeting ##### VFS actions Navigate to reference link: [Midpoint Review Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/midpoint-review) - [x] Schedule your Midpoint Review when ready: - Open the [Calendly midpoint review calendar](https://calendly.com/collaboration-cycle/design-intent-or-midpoint-review) - Select a date and time and click “Confirm” - Add your name and email - Click "Add Guests" and enter the VFS meeting attendees email addresses - Invite all relevant VFS team members, including accessibility support, product owners, and other VA stakeholders - Click "Schedule Event" - [x] Check this box if you'd like this review to be asynchronous (Please refer to the [Midpoint Review guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Midpoint-review.1781039167.html) for the difference between a synchronous meeting and an asynchronous review) - **NOTE: We may want to pursue an asynchronous review of Find v3 if we run out of time in our synchronous meting** - [x] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Midpoint Review` "slash-command" in your team channel. Provide information as prompted by the Slack workflow. - [x] Link all artifacts **ONLY** in the Midpoint Review artifacts section below at least two days before the scheduled Midpoint Review. **Do NOT add artifacts to Comments section** **Midpoint Review artifacts** See Platform guidance on [Midpoint Review artifacts](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/midpoint-review#Midpointreview-Artifacts). Platform feedback is based solely on the artifacts provided, as reviewed during the two days before the Midpoint Review meeting. Any work not included in the artifacts below or any ongoing work taking place during the review period may not be reflected in that feedback. Provide links or documents for the following: - [x] Finalized design prototype or mockup - see links below - [x] Specify which pages are included in the review - see links below - [x] Research plan - still being drafted (our researcher is ooo) but a high level outline is provided below - [ ] Conversation guide - still being drafted (our researcher is ooo), please refer to the research plan outline below Main prototype links: - [Mobile](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=0%3A19109&node-id=120-67790&viewport=-4520%2C2523%2C0.25&t=McyUHXY4YneBMK71-1&scaling=min-zoom&starting-point-node-id=120%3A75196&show-proto-sidebar=1) - [Desktop](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4521-225994&viewport=-586%2C-2555%2C0.13&t=WjYWofDavAgxNQ66-1&scaling=min-zoom&starting-point-node-id=4521%3A225994&mode=design) - [Unauthenticated with Print-fill Only](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=3717-80885&viewport=1600%2C88%2C0.06&t=IOurlN6nYglajRio-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) - [Canvas view](https://www.figma.com/design/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?node-id=5138-420728&t=2KXkFjFp3B91NYeM-11) Areas of emphasis: - [Select a representative](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4521-226014&viewport=10254%2C-11262%2C0.5&t=xviodnSh9GXwnmFK-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (part of above links) - [Select a Representative with Search results](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=4929%3A314490&node-id=4929-315905&viewport=399%2C421%2C0.25&t=b3Isy3CgLZraEKI0-1&scaling=min-zoom&starting-point-node-id=4929%3A315905) - [Confirmation](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4521-225954&viewport=1976%2C-2622%2C0.13&t=n8IBR0c5qw7wywkK-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (3 screens) - [Confirmation for print](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4615-195277&viewport=1976%2C-2622%2C0.13&t=n8IBR0c5qw7wywkK-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (2 screen) (Not in main links) - [Selecting a VSO from the Select the Representative Step](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4878-152276&viewport=10088%2C-13040%2C0.5&t=Jwvx6zVwjnbvnz3i-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (3 screens) (Not in main links) - [Alert that shows on Select a Representative screen if a VSO representative with only one organization cannot accept digital submission -OR- they are a claims agent -OR- they are an attorney](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4528-261760&viewport=10088%2C-13040%2C0.5&t=Jwvx6zVwjnbvnz3i-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (Not in main links) - [Alert that shows on Select a VSO screen if the VSO does not accept digital submission](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=5138%3A420728&type=design&node-id=4878-151874&viewport=10088%2C-13040%2C0.5&t=Jwvx6zVwjnbvnz3i-1&scaling=min-zoom&starting-point-node-id=3717%3A80893) (Not in main links) **For Async Review** - [Find a Representative v3](https://www.figma.com/proto/bzbwObT9hiItve0q3cQX9c/Find-and-Appoint-a-Representative?page-id=0%3A19109&node-id=120-67790&viewport=-9680%2C5495%2C0.5&t=ZhGSnP841qERpffD-1&scaling=min-zoom&starting-point-node-id=120%3A75196&show-proto-sidebar=1): - New filters for Veteran Service Organizations (drop down list) and digital submission (checkbox) - Notation of representatives that "Accepts digital signature" in the search results -- we've been trying to define if this makes more sense inside vs. outside of the additional component ...or perhaps both? - The acceptance is the VSO's decision (not the individual VSO Representative) and it'd be most accurate to have the "digitally accept" note in-line with the VSO, within the additional component. - In research we've found most Veterans/claimants prefer the "digitally accept" path when available, and the concern is the notation within the additional component could get missed, unless the user is in the habit of opening the additional components for all search results -- some users did this in testing, but not all. Research Plan Goals - Understand how Veterans search for and select a representative. - Understand usability of the authenticated Appoint a Representative flow (21-22 form only) on both desktop and mobile devices. Research Plan Outcome - Information on how Veterans search and find representation will provide input on how Find and Appoint work together. - User testing will inform adjustments to the Appoint a Representative flow (21-22 form only) to improve usability. Research Plan questions - What methods do Veterans use today to find representation? - Are we hearing the same feedback from Veterans after Find a Representative updates? - Do Veterans see themselves using Find and Appoint together as a process? - Do users understand the information shown in the 21-22? - Is there any information missing? - What are users' expectations of the experience? - Are there any challenges with using the experience? - Are the next steps clear and actionable? **Content artifacts** - [x] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-content-and-ia-intake-request) feedback you received, including a content source of truth, any relevant static content page and entry point updates, and the intake form. - [Content source of truth - Sharepoint](https://dvagov.sharepoint.com/:f:/s/SitewideCAIA/EpKqFTllvlxOkDwz2iFgveAB9PjkKVIrJu_TUAkQPbsU0g?e=L92kpF) **IA artifacts** - [x] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-caia-intake-request) feedback you received, including an IA review document or intake form. - [IA redirect plan - Sharepoint](https://dvagov.sharepoint.com/:w:/r/sites/SitewideCAIA/_layouts/15/Doc.aspx?sourcedoc=%7B203EE57C-1260-4A20-9981-40A7396FB36A%7D&file=0.0%20Redirect%20plan.docx&action=default&mobileredirect=true) - [URLs for Appoint a Rep MVP](https://app.mural.co/t/departmentofveteransaffairs9999/m/departmentofveteransaffairs9999/1714785369605/65b1ce20d08478615fe2ef8c347cf19305cbffab?sender=ubac5f0487f25bc4431288699) (notated below the user flow, this will carry over to Appoint a Rep v2) ##### Platform actions - [x] [Slack thread with VFS team](https://dsva.slack.com/archives/C05L6HSJLHM/p1715625999205809) - [x] Meeting date/time: **Friday, May 17, 2024 at 11:30AM ET** #### After meeting ##### Platform actions * Accessibility * [x] Feedback ticket attached * [ ] No feedback * Content * [x] Feedback ticket attached * [ ] No feedback * Design * [x] Feedback ticket attached * [ ] No feedback * IA * [x] Feedback ticket attached * [ ] No feedback * [x] Update this ticket with the Zoom recording - [Recording link](https://oddball-io.zoom.us/rec/share/_vyc3kXpivC5i9eZ42t0A2TmQKysSyOSOLlTyO1l0JvtzQzmLzfYTduSD-LhYcrP.ZapD9So2syG1avMo) - Passcode: `8fK!!@W1` ##### VFS actions - [ ] Review feedback tickets and comment on the ticket if there are any questions or concernsAnalytics Request
Toggle Analytics Request
#### VFS actions - [ ] Complete the [analytics request process](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Analytics-request.1782120453.html) - [ ] Link to the Analytics Implementation and QA Request ticket belowContact Center Review
Toggle Contact Center Review
#### VFS actions - [ ] Complete the [Contact Center review process](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Contact-center-review.1782317061.html) - [ ] Link to the Contact Center review request ticket belowStaging Review (Appoint a Representative v2)
Toggle Staging Review
#### Before meeting ##### VFS actions - Navigate to reference link: [Staging Review Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/staging-review) - [ ] Schedule your Staging Review when ready: - Open the [Calendly staging review calendar](https://calendly.com/collaboration-cycle/staging-review) - Select a date and time and click “Confirm” - Add your name and email - Click "Add Guests" and enter the VFS meeting attendees email addresses - Invite all relevant VFS team members, including accessibility support, product owners, and other VA stakeholders - Click "Schedule Event" - [ ] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Staging Review` "slash-command" in your team channel. Provide information as prompted by the Slack workflow. - [ ] If this product contains any [experimental design](https://design.va.gov/experimental-design/), add the `experimental-design` label and schedule a meeting with DSC to present the research findings. - [ ] Link all artifacts **ONLY** in the Staging Review artifacts section below at least four days before the scheduled Staging Review. **Do NOT add artifacts to Comments section** - [ ] I confirm the environment is available and test users have been provided. - [ ] Please verify your product information in the [Product Directory](https://depo-platform-documentation.scrollhelp.site/getting-started/vfs-product-directory). **Staging Review artifacts** See Platform guidance on [Staging Review artifacts](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Staging-review.1810137181.html#Stagingreview-Artifacts). Platform findings are based solely on the staging URL and test users provided, as reviewed during the four days before the Staging Review meeting. Any test cases not covered or any ongoing work taking place during the review period may not be reflected in those findings. **Product artifacts** - [ ] Staging URL - [ ] Specify which pages are included in the review - [ ] Staging test user information **Note:** Please double-check that you've provided staging access information appropriate for testing the tool or feature. Don't put staging credentials in your va.gov-team ticket; store [test user information, passwords, and tasks](https://github.com/department-of-veterans-affairs/va.gov-team-sensitive/blob/master/Administrative/vagov-users/staging-test-accounts-accessible-example.md) in a .md file in the va.gov-team-sensitive repository. **Content artifacts** - [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-content-and-ia-intake-request) feedback you received, including a content source of truth, any relevant static content page and entry point updates, and the intake form. **IA artifacts** - [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-caia-intake-request) feedback you received, including an IA review document or intake form. **QA artifacts** An artifact that corresponds to each standard in the [QA Standards](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards). - [ ] [Regression test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-regression-test-planRegressionTestPlan) - [ ] [Test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-test-planTestPlan) - [ ] [Coverage for References](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports) - [ ] [Summary(Defects) reports](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports) - [ ] [E2E tests](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-e2e-test-participationE2ETestParticipation) (provide a link to the product’s code) - [ ] [Code coverage](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-unit-test-coverageUnitTestCoverage) (provide a link to the product’s code) **Accessibility artifacts** - [ ] [Completed accessibility testing artifact](https://github.com/department-of-veterans-affairs/va.gov-team/issues/new?assignees=briandeconinck&labels=a11y-testing&template=a11y-testing.yaml&title=Accessibility+Testing+for+%5BTeam+Name%2C+Product+Name%2C+Feature+Name%5D). For details, see [Prepare for an accessibility staging review](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/prepare-for-an-accessibility-staging-review). ##### Platform actions - [ ] Slack thread with VFS team - [ ] Meeting date/time: #### After meeting ##### Platform actions - [ ] Update this ticket with the Zoom recording - Recording link - Password: ##### VFS actions - [ ] Review the findings tickets and comment on the ticket if there are any questions or concerns - [ ] Close individual findings tickets when the issue has been resolved or validated by your Product Owner. If a team has additional questions or needs Platform help validating the issue, please comment on the issue ticket. - [ ] After launch, [request an accessibility audit from the VA 508 Office](https://depo-platform-documentation.scrollhelp.site/developer-docs/request-support-from-the-va-508-office#RequestsupportfromtheVA508office-AuditRequest). This is required even if no accessibility issues were found during the Staging Review. - [ ] Share ServiceNow ticket number here: ______ - [ ] Close ticket once Privacy, Security, Infrastructure Readiness Review has been completed, VA 508 Office audit is requested, and all other post-Staging actions are completeStaging Review (Find a Representative v3)
Toggle Staging Review
#### Before meeting ##### VFS actions - Navigate to reference link: [Staging Review Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/staging-review) - [ ] Schedule your Staging Review when ready: - Open the [Calendly staging review calendar](https://calendly.com/collaboration-cycle/staging-review) - Select a date and time and click “Confirm” - Add your name and email - Click "Add Guests" and enter the VFS meeting attendees email addresses - Invite all relevant VFS team members, including accessibility support, product owners, and other VA stakeholders - Click "Schedule Event" - [ ] Notify the Collaboration Cycle team of this event by using the `/Collab Cycle Staging Review` "slash-command" in your team channel. Provide information as prompted by the Slack workflow. - [ ] If this product contains any [experimental design](https://design.va.gov/experimental-design/), add the `experimental-design` label and schedule a meeting with DSC to present the research findings. - [ ] Link all artifacts **ONLY** in the Staging Review artifacts section below at least four days before the scheduled Staging Review. **Do NOT add artifacts to Comments section** - [ ] I confirm the environment is available and test users have been provided. - [ ] Please verify your product information in the [Product Directory](https://depo-platform-documentation.scrollhelp.site/getting-started/vfs-product-directory). **Staging Review artifacts** See Platform guidance on [Staging Review artifacts](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Staging-review.1810137181.html#Stagingreview-Artifacts). Platform findings are based solely on the staging URL and test users provided, as reviewed during the four days before the Staging Review meeting. Any test cases not covered or any ongoing work taking place during the review period may not be reflected in those findings. **Product artifacts** - [ ] Staging URL - [ ] Specify which pages are included in the review - [ ] Staging test user information **Note:** Please double-check that you've provided staging access information appropriate for testing the tool or feature. Don't put staging credentials in your va.gov-team ticket; store [test user information, passwords, and tasks](https://github.com/department-of-veterans-affairs/va.gov-team-sensitive/blob/master/Administrative/vagov-users/staging-test-accounts-accessible-example.md) in a .md file in the va.gov-team-sensitive repository. **Content artifacts** - [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-content-and-ia-intake-request) feedback you received, including a content source of truth, any relevant static content page and entry point updates, and the intake form. **IA artifacts** - [ ] Please include a link to any [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-caia-intake-request) feedback you received, including an IA review document or intake form. **QA artifacts** An artifact that corresponds to each standard in the [QA Standards](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards). - [ ] [Regression test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-regression-test-planRegressionTestPlan) - [ ] [Test plan](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-test-planTestPlan) - [ ] [Coverage for References](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports) - [ ] [Summary(Defects) reports](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-traceability-reportsTraceabilityReports) - [ ] [E2E tests](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-e2e-test-participationE2ETestParticipation) (provide a link to the product’s code) - [ ] [Code coverage](https://depo-platform-documentation.scrollhelp.site/developer-docs/quality-assurance-standards#QAstandards-unit-test-coverageUnitTestCoverage) (provide a link to the product’s code) **Accessibility artifacts** - [ ] [Completed accessibility testing artifact](https://github.com/department-of-veterans-affairs/va.gov-team/issues/new?assignees=briandeconinck&labels=a11y-testing&template=a11y-testing.yaml&title=Accessibility+Testing+for+%5BTeam+Name%2C+Product+Name%2C+Feature+Name%5D). For details, see [Prepare for an accessibility staging review](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/prepare-for-an-accessibility-staging-review). ##### Platform actions - [ ] Slack thread with VFS team - [ ] Meeting date/time: #### After meeting ##### Platform actions - [ ] Update this ticket with the Zoom recording - Recording link - Password: ##### VFS actions - [ ] Review the findings tickets and comment on the ticket if there are any questions or concerns - [ ] Close individual findings tickets when the issue has been resolved or validated by your Product Owner. If a team has additional questions or needs Platform help validating the issue, please comment on the issue ticket. - [ ] After launch, [request an accessibility audit from the VA 508 Office](https://depo-platform-documentation.scrollhelp.site/developer-docs/request-support-from-the-va-508-office#RequestsupportfromtheVA508office-AuditRequest). This is required even if no accessibility issues were found during the Staging Review. - [ ] Share ServiceNow ticket number here: ______ - [ ] Close ticket once Privacy, Security, Infrastructure Readiness Review has been completed, VA 508 Office audit is requested, and all other post-Staging actions are completePrivacy, Security, Infrastructure Readiness Review
Toggle Privacy, Security, Infrastructure Readiness Review
#### VFS actions - [ ] Complete the [Privacy, security, infrastructure readiness review process](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/Privacy-and-security-review.1782317101.html) - [ ] Link to the Readiness Review ticket below #### Platform actions - [ ] Privacy, security, infrastructure readiness review is complete