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

Public resources for building on and in support of VA.gov. Visit complete Knowledge Hub:
https://depo-platform-documentation.scrollhelp.site/index.html
283 stars 204 forks source link

[CAIA Intake] Benefits Decision Review: HLR (VA-20-0996) form updates #82516

Closed eileen-coforma closed 1 month ago

eileen-coforma commented 5 months ago

Content, accessibility, information architecture (CAIA) new initiative collaboration request

Use this ticket to request collaboration on a new initiative with the sitewide content, accessibility, and information architecture (CAIA) team.

About your team

About your initiative

Which of these descriptions best fits the work we’ll partner on?

Select all that apply.

What's the nature of your initiative and desired outcomes?

Tell us briefly about your work and the outcomes you’re aiming to achieve.

The HLR paper form has been updated, and we want to get the digital form to match.

Collaboration timeframe

Note: We work on nearly every OCTO product and manage all unauthenticated content on VA.gov, so we will need to prioritize intake requests based on overall workload and VA and OCTO priorities.

We are starting the work this upcoming sprint (5/8-5/21), and Benefits content team mentioned they'd like to embed with teams (if possible), so we're asking early for possible collaboration.

Is this work tied to a Congressional mandate, change in law or policy, or upcoming event with a specific deadline?

Forms expire within the year of the paper form update (updated published 4/30/2024), so this needs to be done within the year.

Where are you at in your timeline?

Tell us briefly about what you're working on now (such as initial discovery, wireframing, or usability research planning) and add any known dates for upcoming milestones or deadlines.

Form is already in production, we are updating a few of the screens to match form language. There is no major feature change, but there will be content changes.

Will you release this new product incrementally (for example, release to 25% of users to start)?

Collaboration cycle

Which phases of the collaboration cycle have you completed?

Select all that apply.

Collaboration cycle ticket

If you’re going through the collaboration cycle, provide your ticket number and link:

Supporting artifacts

Provide links to any supporting artifacts that can help us better understand your initiative and begin collaboration. Include artifacts like your product outline, user flows, mockups and prototypes, or any draft content.

### A11Y Tasks
- [x] Sara/DK/EB to look into if PDF needs reviewed by CAIA A11Ys [NO REVIEW NEEDED AT THIS TIME (as of 5/29/2024)](https://github.com/department-of-veterans-affairs/va.gov-team/issues/82516#issuecomment-2145522006)
- [x] Priority flag added with Martha on 5/28/2024 call `Medium`
- [ ] Attend Kickoff Meeting 6/5/2024 1:30 p.m. ET `Sara & Evan`
### Content tasks
- [ ] https://github.com/department-of-veterans-affairs/va.gov-team/issues/85174
- [ ] https://github.com/department-of-veterans-affairs/va.gov-team/issues/86215
strelichl commented 5 months ago

@eileen-coforma I'm wondering if you can clarify this piece: “Benefits content team mentioned they'd like to embed with teams (if possible), so we're asking early for possible collaboration.” Who is the Benefits content team? And which teams are they looking to embed with? Thanks!

eileen-coforma commented 5 months ago

@strelichl Our team (benefits decision review) had a chat with Danielle, Beth, and Katherine a while back (in March) about how to better work with content on form updates (since updates can affect both unauthorized pages, as well as, our application). They mentioned that early involvement with our team, especially since we've established contact with SMEs, will be helpful in making updates.

jstrothman commented 5 months ago

@strelichl In this case, I'm the Benefits Portfolio OCTO designer who's been working with Danielle & Beth on prioritization so they can plan for content resources in support of our initiatives. In the past, it's been especially helpful for large initiatives when we've been able to have a content writer embed with the team. I'm aware that this possibility is highly dependent on the various demands on CAIA's time.

aprocik1 commented 5 months ago

Thanks @eileen-coforma and @jstrothman! Two more questions:

eileen-coforma commented 5 months ago

@aprocik1 Our designs aren't ready for review at this point. We will likely have designs drafted by the end of this sprint. I started this ticket to bring awareness that this work is starting, and to offer a chance for the writer who'd be working with us to sit in on these initial requirements conversations with SMEs.

Some of the form update content could impact the unauthenticated content page for HLR. Like @jstrothman mentioned, we've been told by content writers that it's extremely helpful to have direct contact with the SMEs for these updates.

strelichl commented 5 months ago

@eileen-coforma thanks for clarifying, and giving us this early insight. As you mentioned, we do have limited content capacity--there are three projects in the queue that will need Katherine and A’s focus before they can turn to this--so in this case they'll likely need to complete this work after you engage SMEs. We appreciate your understanding and can keep you updated as things progress.

bethpottsVADEPO commented 5 months ago

At this stage, for content's awareness of the work and any challenges that may need to be addressed with content solutions in the course of this work, how about we start by having Eileen record the next several stakeholder meetings for content and share those recordings--can that link be shared right in the ticket? In the meantime, we'll continue to prioritize Benefits portfolio work at the OCTO level and then at the ticket level.

strelichl commented 5 months ago

@eileen-coforma looking ahead as a next step, we'd like to schedule a kickoff with your team. We’re available Wednesday 6/5 at 12 or 12:30pm Eastern, would either of those work for you?

eileen-coforma commented 5 months ago

@strelichl Wednesday noon is busy for me and my backup, @skylerschain. We can ether do Wednesday 1PM ET or Thursday or Friday 12PM ET.

kristinoletmuskat commented 5 months ago

@eileen-coforma hey hey! Checking in on IA support for this. Are ya'll considering moving the form, or are we just making updates to the form itself? And do you think you will add new or change any sub-urls within the form?

strelichl commented 5 months ago

@eileen-coforma could 1:30 ET work on Wednesday? If not, 12 or 12:30pm Eastern are available the following Wednesday (6/12)

eileen-coforma commented 5 months ago

@strelichl Yes, 1:30ET Wednesday would work for both of us. Thanks!

@kristinoletmuskat We will just be making updates to the form itself. There might be one new page, but we still need to check with stakeholders. We don't foresee changing sub-urls within the form. On the other hand, we have a separate ticket for SC (VA 20-0995), which will have new pages and sub-urls.

kristinoletmuskat commented 5 months ago

ok great! I'm going to untag IA here and look at that other one.

sara-amanda commented 5 months ago

PDF Accessibility

On 5/29/2024, Sara and Evan spoke to DK about the PDFs re: ticket comment:

“The HLR paper form has been updated, and we want to get the digital form to match.”

*This has been added to the Kick-Off Meeting Notes for 6/5/2024.

skylerschain commented 4 months ago

Here's the link to the Mural board. Red stickies contain links to Figma file where content is being updated.

eileen-coforma commented 4 months ago

@katherine-fung @aprocik1 Please let me know when your suggestions are finalized.

katherine-fung commented 4 months ago

Hi @eileen-coforma,

We've provided our content recommendations in this Google doc: https://docs.google.com/document/d/1OZcdssks9WrtSCLK60ywdXxpOy-lautYuVcFlADNRhU/edit

(We needed a space outside of Figma to go back and forth on edits. We'll let you and your team reconcile the content in Figma).

Let us know if you have any questions!

strelichl commented 2 months ago

Hi @eileen-coforma! Do you have an idea of when you're planning to launch yet? I'll want to set up a sync for us to go over the widget work to ensure we have enough time to coordinate that beforehand. Thanks!

eileen-coforma commented 2 months ago

@strelichl Can I get more context about this widget work? We're prepping for staging review right now, and will be ready to release once that is complete.

strelichl commented 2 months ago

@eileen-coforma Sure thing! This is an overview of the process--basically your engineer will receive copy from us, create the React widget, give our writer the code to add in Drupal, and test it with us. This sync would be for us to discuss the timeline (when the launch will start and when it will go to 100%), go over any specifics or questions, and schedule a final review meeting with your engineer and our writer/copy editor to ensure it's ready to publish.

Let me know how that sounds!

eileen-coforma commented 2 months ago

@strelichl Thanks for the clarification! I'm not sure if this is necessary for our two forms. They're both already launched in production, so we already have a React widget. All of our changes are happening within the form itself, and the form will remain live.

strelichl commented 2 months ago

@eileen-coforma Ah, that is a different story! So none of the changes will affect the static page (same how to prepare info, etc), you're just incrementally launching the changes within the form itself?

eileen-coforma commented 2 months ago

@strelichl I don't believe so. We only have suggested content changes for things within the application (which includes the form introduction), but nothing that should affect the static sitewide page.

eileen-coforma commented 2 months ago

@strelichl I confirmed with our dev. Even with our incremental release, we won't need to use a React widget. We haven't been using React widgets for our forms. Folks coming in will either see the old content or new content within the form. This is for both of our forms.

strelichl commented 2 months ago

@eileen-coforma Got it--so the changes you're making to the form don't change the info we need to provide on the static page. In that case we won't need a static page widget.

One more question: How will the changes affect people who are partway through filling out the form? Will they continue the old version or need to start over, or something else?

eileen-coforma commented 2 months ago

@strelichl For HLR, they can continue the version. The data passed over should be the exact same.

eileen-coforma commented 2 months ago

@katherine-fung I sent the content to our stakeholders and got some feedback from Shireen. There are some pieces of feedback that seem to have been given a bit out-of-context, ie:

But there are also feedback that pertain to their suggestion vs sitewide style choices, ie:

Can you take a look through this feedback and let us know what you suggest we accept/decline/inquire more about?

HLR-2024-Web-Screens - OAR edits 24JUL2024 v2.pdf

katherine-fung commented 2 months ago

Thanks @eileen-coforma! I've replied to Shireen's comments here:

HLR-2024-Web-Screens.-.OAR.edits.24JUL2024.v3.pdf

I'll reach out to Shireen next week to discuss and CC you, Skyler and Julie S.

cc @aprocik1

katherine-fung commented 2 months ago

Hi @eileen-coforma,

I've left comments in the Figma file that reflect Shireen's feedback from the PDF she emailed back to us last Thursday.

I've indicated in Figma where we can go ahead and make the changes she's requested. Let me know if you want me to go in and change that text in Figma.

Otherwise, I have 3 notes/questions:

  1. I emailed Shireen about a way to her incorporate on the screen "Option to request an informal conference," and CC'ed you.

  2. Shireen left comments about the screen where the form asks Veterans to opt in to the modernized decision review process. Can you take a look at her comments in the PDF? She offered a way to show the plain language version of the policy, but I'm not sure if it's feasible.

  3. Shireen requested a copy change to the confirmation page. I realized that I didn't review the confirmation page in my original review (in the Google doc of my recommendations). I've left a few other recommendations for this screen via Figma comments, but I'm not sure if they're in scope. These recommendations are to align with confirmation page style that CAIA has been implementing in online forms.

cc @aprocik1 @strelichl

katherine-fung commented 1 month ago

Closing this ticket because I've finished providing content recs for the HLR updates.

Noting that for the questions in my last comment:

  1. Shireen approved the recommendation, and we implemented it.

  2. "Withdrawal from the legacy appeals process" screen implements Shireen's requests.

  3. Product team has implemented content recs for the confirmation screen.

I'm also documenting that at this time, the homelessness question will not include hint text about why VA is asking the question.

Per Eileen, "We’ve tested the homelessness question once before, and when prompted, people understood the need for a homelessness question and the demographic it’s targeting, even when it didn’t apply to them. We have not tested the question with participants experiencing homelessness, so we’d have to turn to other teams who have done that research. We’ll be testing this question (with the more extended prioritization variation) on the SC research we’re doing next week."

jstrothman commented 1 month ago

Thank you @katherine-fung -- I want to add a note about the homelessness question, to share what I mentioned to @eileen-coforma -- I hope we come back to this after this update.

From a trauma-informed perspective, I believe we should explain why we're asking intrusive questions that don't have a clear relationship to the form being filled out. We've seen in research on other forms where people ask why this question and other sensitive questions are being asked. I shared a related thread with you & others re Pension form where we talked about writing "Why we need this information" content for such questions.

If you have any suggestions for how we might get to having general guidance / principles for such questions, I'd love to be part of making sure that happens.

strelichl commented 1 month ago

Thank you for sharing this @jstrothman—we’re going to regroup with OCTO to align on some language/guidance for these questions, and will keep you updated as we make progress.