IA Tracker: COE Form Updates

[jennymayoco]

Overview

Description

The team is updating the COE online application so it matches the latest PDF form.

Links

• Intake Ticket #82884

Team

• Team Name: Benefits - Non-Disability Experience
• Designer: Fiorella Geedi
• Product Manager: Laura Steele
• Slack (optional): #benefits-non-disability

Timeline

When does IA review need to be completed by? When is Midpoint Review?

Design Intent was 6/18 Midpoint TBD

Content review coming later, date TBD

IA Support

Work needed

• IA spec: Not needed - updating an existing online application
• Feedback for product team: Needed

### IA deliverables
- [ ] IA spec
- [ ] Feedback

Acceptance Criteria

• [ ] Feedback is shared with product team in Intake Ticket.

[jennymayoco]

Initial Questions for product team:

1. What's Veterans understanding of what an automatic COE is? What is "enough info" needed [to understand this]? What if the info on file is incorrect?

   From Fiorella:

   We need to work with content folks to make sure Veterans understand what an automatic COE before this page and perhaps add more explaination on the success alert.

   If their COE has errors, they can use this form to make changes. Unfortunately, we don't prefill the information of the COE. They have to enter everything, except all the usual prefill stuff, such as their personal information.

   I'll check with my team if when a Veteran has an automatic COE, we know where this COE is stored, and if we can connect to it so the Veteran can focus on fixing the errors

   ❗ Connect with Content

2. Can they update in Profile? Would we be able to link that here if so?

   From Fiorella:

   This page will used a new pattern. All this information will be locked and we can add a link to their profile.

   ✅ No additional IA next steps

3. If only need 2 types of evidence (listed above), is this long list necessary? Or how can we make it clear that this is where they can upload all evidence?

   From Fiorella:

   I like this suggestion!! Based on their selection on how they describe themselves, we suggest the documents they need to upload, and thus they should ony see the document types of the documents we are suggesting

   ✅ No additional IA next steps

4. What LOA does someone need to access this form? If LOA3, can we add content so folks know this before they try logging in? Forms team has an example of this

[jennymayoco]

Update from 7/12: this work is at the end of the priority list for Sitewide Content. Can check in with Lily once she's back in office 8/5 if there are any status updates

[kristinoletmuskat]

Update: we don't think there is much IA feedback at the moment. The form already exists and isn't moving.

[strelichl]

Moving to Backlog for now until Kristin is done with the new user flow!

[scjwalker]

Dropping this comment here for trackability. Also left on CAIA Intake ticket for COE

In a 9/23 meeting with the product team and Dené Gabaldón, CAIA learned that the COE work is likely to pause briefly. I worked with A. and Jamie to document the CAIA work done to-date. We've documented everything in this Mural, with the aim of being able to pick up where we left off.

You'll notice four sections in the Mural:

CAIA COE deliverables as of 9.27.2024 - this is a list of the CAIA work that's completed or in-process. CAIA recommendations for COE - these are recommendations outside of the form itself, to support the service-design and help achieve navigation that is consistent with other benefits. <- this one is worth a look by folks thinking about roadmap and technical estimates. Draft online form flow with content - this form content is likely ready to be picked up by a team development the form, though if significant updates are made outside the form, this may need updates to keep everything consistent. IA Spec Draft - this information is generally ready to create an IA Spec in GH. I'm pausing it rather than making the GH ticket, in case future changes require an update to the spec.