[CAIA A11y Research]: IVC Forms, CHAMPVA 10-10d (April & May 2024)

[StevenStraily]

[!NOTE] High-Level Overview: IVD Forms | CHAMPVA

• Initial Kickoff: None
• Research Timeframe: April 15th - May 2nd (A11Y 4/26-5/3/2024 +5/10/2024)
• Time of Day: Morning
• Pilot with a11ys (recommended): NA - DUE TO TIMEFRAME
• Assistive Tech Users: 4 AT Users (review the testing schedule table in this ticket)
• Artifacts Available: Yes access them in the supporting artifacts section
• Testing Environment: Prototype in Staging
• Assistive Tech Being Used: Screen Readers (3) and Screen Magnifier (1) Types of AT - TBD
• Task Lists: review this ticket's task lists aka next steps/definition of done

CAIA Assignee(s)

Toggle to view information about the CAIA Team.

- @coforma-jamie - @SarahKay8 - @sara-amanda

About the Team

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- **Team name:** IVC Forms - **OCTO-DE product owner:** Premal Shah - **Product manager:** Bo Altes - **Designer**: Rachael Penfil, Steven Straily, Syd Hoeper, Jamie Fiore - **FE engineer:** Michael Clement - **Accessibility Champion(s):** Rachael Penfil (and future champion Steven Straily) - **Product/team Slack channel:** [#ivc-forms-ux](https://dsva.slack.com/archives/C068Q9DQACX) - **Ticket created by:** @StevenStraily

Research Sessions

[!TIP]

• Providing CAIA A11ys with the time slots in advance for AT users, will allow a11ys to avoid conflicts on the CAIA A11y Capacity Calendar, and reach out to other a11ys, should CAIA not be available.
• Providing CAIA A11ys with the technology and devices the users will be testing with, will allow CAIA to prepare in advance for the sessions.

Toggle to view research timing information.

### Timeframe - **Pilot Session** (recommended):`TBD` - **Timeframe**: `April 15th - May 2nd` (A11Y starting 4/26/2024 - 5/3/2024 + 5/10/2024) ### Length of sessions - **Session length:** `90` minutes - **Buffer time between sessions:** `30 - 60` minutes - **Maximum sessions per day:** `3`

Testing Schedule

CAIA A11Ys will be looking for device and AT information. We realize that some of this information will not be available until the day of the session.

Please toggle and use the following table to enter the following information for each participant: Date and Time, Assistive tech (AT), Device and Operating System, Browser, and Skill level:

Toggle to view the AT testing schedule

P# | Date and Time (ET) | AT | Device and OS | Browser | Skill | CAIA A11ys Available ------------------|------------------|--------------|--------------|--------------|--------------|-------------- P14 | 4/26/1024, 9 a.m. EST (8 a.m. CST) - `RESCHEDULING - NO SHOW` | **Screen Reader** _Specific AT TBD_ | **Desktop/Laptop** _Specific OS TBD_ | _Specific Browser TBD_ | I**ntermediate?** uses every time they use the device | @SarahKay8 P17 | 4/30/1024, 9 a.m. EST (8 a.m. CST) - `PARTICIPANT CANCELLED` | **Screen Reader** _Specific AT TBD_ | **Desktop/Laptop** _Specific OS TBD_ | _Specific Browser TBD_ | **Novice?** uses a few times a week | @coforma-jamie `Hard Stop` P20 | 5/2/1024, 11 a.m. EST (10 a.m. CST) `TECHNICAL ISSUES, STOPPED MIDWAY`| **Screen Magnifier** | iOS, iPhone | Safari | Novice | @coforma-jamie P26 `CAIA left midway; participant only used captions` | 5/10/1024, 2:30 p.m. EST (1:30 a.m. CST) | Live captions | Desktop; Windows | Chrome | Advanced | @SarahKay8 - **Consideration**: You can also consider asking participants more specific AT and device combinations. - **For instance:** TalkBack on Samsung Galaxy 8, or VoiceOver on iPad with magnification.

COMPLETED CAIA A11ys will review the coverage needed, and self-assign, based on a11y availability.

Supporting artifacts

Toggle to view the supporting artifacts

- [Product outline](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/products/health-care/champva/1010D/product-outline.md) - [User flows](https://www.figma.com/file/UmAtr3ULQEInMXfNFwP0g0/10-10d-User-Testing-Prep?type=design&node-id=1128-55365&mode=design&t=Zm9G4ic2ASxKyI1u-0) - [Prototype or mockups](https://staging.va.gov/health-care/champva/apply-form-10-10d/) - [Research plan](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/products/health-care/champva/1010D/research/users/Usability-Accessibility%20Test%20(April)/Research%20Plan.md) - [Research conversation guide](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/products/health-care/champva/1010D/research/users/Usability-Accessibility%20Test%20(April)/Conversation%20Guide.md) - [Epics/issue that may be helpful](Insert URL here between the parenthesis)

Next Steps: Definition of Done

### CAIA A11Y Tasks
- [x] **INTAKE TICKET:** @sara-amanda to process intake ticket
- [x] **INITIAL MEETING:** Schedule meeting with team **(Comms Via Slack)**
- [x] **(OPTIONAL) FEEDBACK REQUESTED:** Review Conversation Guide **NA - LIMITED TIMING**
- [x] **PILOT SESSION: SCHEDULE** Pilot session with the team. `Recommended` - **NA - LIMITED TIMING**
- [x] **PILOT SESSION: CREATE TICKET** Link ticket in this task list. **NA - LIMITED TIMING**
- [x] **CALENDAR HOLDS** Update A11y [CAIA Capacity Calendar](https://calendar.google.com/calendar/u/0/embed?src=c_f982350fc73a8162a1088ab14d00dd37335b2b559a60d6b67eb8021416f81c2a@group.calendar.google.com&ctz=America/Chicago) with holds for user research sessions with AT, when dates become available.
- [x] **REMOVE CALENDAR HOLDS** Remove holds on A11y [**CAIA Capacity Calendar**](https://calendar.google.com/calendar/u/0/embed?src=c_f982350fc73a8162a1088ab14d00dd37335b2b559a60d6b67eb8021416f81c2a@group.calendar.google.com&ctz=America/Chicago) and replace with invitations from project team (or Perigean) - `INVITES REQ. AND SENT C/O STEVEN 4/25` `HOLDS REMOVED 4/25`
- [x] **Divvy user research session support with CAIA A11ys** - based on availability and technology available to support.
- [x] **Review research folder and assets** @coforma-jamie @SarahKay8
- [x] **Participate in A11Y research**  **Date Span:**`4/26/2024` and `5/3/2024`
- [x] **SESSION NOTES**: Create CAIA notes document for a11ys to use during the sessions [IVC Forms CHAMPVA Notes Google Doc](https://docs.google.com/document/d/1_0Z8XcHxqOwupg_nru3bZSHuZV48BHeP7R70Pgg4tXo/edit?usp=sharing)
- [x] **SYNC:** Connect with CAIA A11ys on research findings (meeting)
- [ ] **Create/update the CAIA A11y Research Deliverable** This is dependent on the number of study participants CAIA supports. If minimal, A11Ys may share feedback only in the feedback Mural or this ticket. `n/a`
- [ ] **Share the completed deliverable** with the project team via Slack `n/a`
- [x] New session added c/o Steven Straily on 5/9 for 5/10 P26

### IVC Forms/CHAMPVA TEAM Tasks
- [x] Tag @coforma-terry in Slack [#sitewide-content-accessibility-ia](https://dsva.slack.com/archives/C01K37HRUAH) :thread:[ in DSVA Slack from Steven in Accessibility Help Channel 4/15/2024](https://dsva.slack.com/archives/C8E985R32/p1713215220775169)
- [x] Schedule intial meeting with @coforma-terry and @sara-amanda (SLACK COMMS)
- [x] Schedule a pilot session with CAIA a11ys `Recommended` **NA - LIMITED TIMING**
- [x] (OPTIONAL) Receive feedback on Conversation Guide for Screen Readers (if requested) **NA - LIMITED TIMING**
- [x] **PROTOTYPE:** Provide prototype to CAIA A11ys via this ticket in the supporting artifacts section [Prototype in Staging](https://staging.va.gov/health-care/champva/apply-form-10-10d/)
- [x] **DATES NEEDED** See `TESTING SCHEDULE SECTION` [Toggle to view the AT testing schedule](https://github.com/department-of-veterans-affairs/va.gov-team/issues/80754#:~:text=Toggle%20to%20view%20the%20AT%20testing%20schedule) in the ticket above. Please provide date range and slots for AT sessions being planned.
- [ ] **ASSISTIVE TECH. INFO NEEDED:** Please provide the AT the users will be utilizing during the research sessions, when known. See `TESTING SCHEDULE SECTION` [Toggle to view the AT testing schedule](https://github.com/department-of-veterans-affairs/va.gov-team/issues/80754#:~:text=Toggle%20to%20view%20the%20AT%20testing%20schedule) in the ticket above. **PARTIAL RCVD 4/25/2024; REMAINING INFO DURING SESSION**
- [x] **INVITES:** Forward invites from Perigean to CAIA A11ys (Sara or Terry) - 4/25/2024 INVITES REQ. AND FWD FROM STEVEN S.
- [x] New session added 5/9 for 5/10 via Steven Straily

[sara-amanda]

CAIA Research Support

Calendar holds have been placed for three sessions, and will be replaced with official invites, when those are received.

Initial Holds

Ref. Slack: Thread in DSVA

• April 26th 8am CST [9 a.m. ET] - @SarahKay8
• April 30th 8am CST [9 a.m. ET] - @coforma-jamie
• May 2nd 10am CST [11 a.m. ET] - @coforma-jamie

Ticket Refinement

The ticket has been refined/updated with:

• High-level overview
• Toggled/hidden content in the ticket
• Participant table created and updated with known information
• Assignees have been added to the ticket
• This comment from 4/18/2024 has been updated on 4/19/2024

Next Steps

Refer to the ticket task list above for next steps/definition of done

Snapshot of What's Next

• CAIA recommends all teams schedule a pilot session with a CAIA A11y prior to user testing, so that we can shift left in order to mitigate issues encountered during the live sessions
• Participant numbers needed from @StevenStraily (Ex. P1) - update testing schedule table when available
• Confirming session count is 3 with @StevenStraily - update testing schedule table if this changes
• Assistive Tech (unknown from screener at this time) - update testing schedule table when available
• Devices being used in the testing sessions: mobile or desktop - update testing schedule table when available
• Invites from Perigean need to be sent over to CAIA to add to the capacity calendar. - remove holds when invites received

cc: @coforma-terry

[sara-amanda]

CAIA Research Support (Recent Updates)

Date of update: 4/25/2024, 4/26/2024 and 5/10/2024

cc: @StevenStraily @SarahKay8 @coforma-jamie @coforma-terry

Participant Information

c/o @StevenStraily via Slack. I will add this to the table in this ticket.

P14 - RESCHEDULING PARTICIPANT NO SHOW April 26th was to be on a Desktop/Laptop - and uses a screen reader every time they use their device P17 - April 30th is on Desktop/Laptop - Screen reader a few times a week P20 - May 2nd is on Mobile - Uses a Screen Magnifier a few times a month P26 - May 10th is on Desktop/Laptop - Screen reader a few times a week

• [x] Added participant number
• [x] Added device type
• [x] Added assumed skill level, based on usage.

Additional Updates

• [x] High-Level Overview (top of ticket)
• [x] Task Lists Updated: "Next Steps: Definition of Done" (bottom of ticket)
• [x] CAIA Raw Notes Doc Updated (linked in task list)
• [x] Calendar holds removed
• [x] Invites received
• [x] Added the invites to the CAiA Capacity Calendar; invited A11Ys, who self assigned in this ticket table.
• [x] Moving to In Progress from Ready

Pending Information

@StevenStraily will be asking participants about the following, at the start of the sessions:

• [ ] Type of AT (Screen Reader - JAWS; or Screen Reader - NVDA)
• [ ] Operating System (Mac or Windows)
• [ ] Browser (Chrome, Safari, etc.)
• [ ] Self-identified skill level (Beginner, Intermediate or Advanced)