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Collaboration Cycle for Accredited Representative-Facing Team, Accredited Representative Portal, Form 21a digitization #91879

Open kristen101606 opened 2 weeks ago

kristen101606 commented 2 weeks ago

Please view the Milestone for all feedback and findings tickets associated with this Collaboration Cycle initiative.

VFS product information

VFS team name

Accredited Representative-Facing Team (ARF)

Product name

Accredited Representative Portal

Feature name

Form 21a digitization

GitHub label for team

accredited-rep-facing

GitHub label for product

(none)

GitHub label for feature

(none)

Public DSVA Slack channel for VFS team

benefits-representative-facing

Kickoff questions

Toggle kickoff questions ### When did/will you start working on this product/feature? This is not a Veteran-facing product. We are building tools for accredited representatives. We've been working on this particular aspect of the accredited rep portal (form 21a digitization) for several months. ### Will your work result in visible changes to the user experience? Yes ### Are you doing research with VA.gov users? No ### Will your work involve changes to... Tools, applications and dynamic pages ### Does your product/feature have Google Analytics tracking and a KPI dashboard in Domo? Unsure ### Do you need to capture any additional analytics or metrics? Unsure ### Will a VA editor (Drupal) notice this change? No ### Product outline (Coming soon) ### 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. Kickoff Slack Thread with VFS team: [Kickoff thread]([link](https://dsva.slack.com/archives/C05SUUM4GAW/p1725029139490979))

Recommended Collaboration Cycle touchpoints

PO Sync

Toggle PO Sync instructions #### Before the meeting Matt, Danielle and Mikki gave permission to skip. ##### OCTO Product Owner - [ ] Review [PO Sync Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/po-sync) to understand what this sync involves. - [ ] Schedule your PO Sync (with at least 2 business days lead time from now): - Open the [Calendly PO Sync calendar](https://calendly.com/collaboration-cycle/po-sync) - Select a date and time and click "Confirm" - Add your name and email - Click "Schedule Event" - [ ] Link all artifacts in the `PO Sync artifacts for review` section below at least two business days before the scheduled PO Sync. Please don't add artifacts in the comments section. **PO Sync artifacts for review** [See guidance on PO Sync artifacts.](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/po-sync#POSync-Whatartifactswillbeneeded?) Please provide links to artifacts **at least two business days** before the scheduled meeting. Required: - [ ] Product outline Optional: - [ ] Any other artifacts you have so far ##### Governance Team actions - [ ] Meeting date/time: #### After the meeting ##### OCTO - [ ] Update this ticket with the recording - Recording link - Passcode: - [ ] If the initiative receives OCTO alignment to proceed, add the PO-Sync-complete label to this ticket. - [ ] If the initiative does not receive OCTO alignment to proceed, comment and close this ticket.

Design Intent

Toggle Design Intent instructions #### Before the meeting ##### VFS team actions - [ ] Review [Design Intent Guidance](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/design-intent) to understand what this touchpoint involves. - [ ] 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" - [ ] 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: - [ ] User flow Not required, but nice to have: - [ ] Wireframes Optional: - [ ] Research plan - [ ] Any other artifacts you have so far ##### Governance Team actions - [ ] Design Intent Slack thread with VFS team - [ ] Meeting date/time: #### After the meeting ##### Governance Team actions - [ ] Update this ticket with the Zoom recording - Recording link - Passcode: - Accessibility - [ ] Feedback added to milestone - [ ] No feedback - Design - [ ] Feedback added to milestone - [ ] No feedback - IA - [ ] Feedback added to milestone - [ ] 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" - [ ] 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) - [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. **Required artifacts** - [x] Design prototype or high-fidelity mockup: Here are the [Form 21a Figma mockups](https://www.figma.com/design/2afIGOMII0uRI5ck1dWo1w/ARF---Form-21a---Apply-for-Accreditation-(CA-%26-Attorneys)?node-id=1026-23089&t=3zWmJtxiVHy20j4E-1) - Use page v5, linked to here. We don't have a specific section of the form that should be included or excluded from review, but it is a LONG form, so reviewing the whole thing in detail won't be possible during our 30 minutes. Sampling a few steps (for example, Step 1-3) would be helpful. - Specify which pages are included in the review - [x] Up to date user flow - Shown at the top of the [Form 21a Figma mockups](https://www.figma.com/design/2afIGOMII0uRI5ck1dWo1w/ARF---Form-21a---Apply-for-Accreditation-(CA-%26-Attorneys)?node-id=1026-23089&t=3zWmJtxiVHy20j4E-1). This is a very simplified flow showing that the user visits the OGC accreditation page, which will link to our form. - [Guidance on user flows](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/products/information-architecture/standards/user-flow-guidance.md) - [ ] If working with [Sitewide CAIA](https://depo-platform-documentation.scrollhelp.site/collaboration-cycle/sitewide-content-and-ia-intake-request), link to CAIA intake ticket. **Not required, but nice to have artifacts** - [ ] Accessibility annotations included as part of your design - [ ] Research plan - Links to specific CAIA artifacts: - [ ] IA spec - [ ] Content source of truth - Any other artifacts you have so far ##### Platform actions - [ ] [Slack thread with VFS team](https://dsva.slack.com/archives/C05SUUM4GAW/p1726152982512619) - [ ] Meeting date/time: 03:30pm Mon, Sep 16, 2024 #### After meeting ##### Platform actions * Accessibility * [ ] Feedback added to milestone * [ ] No feedback * Content * [ ] Feedback added to milestone * [ ] No feedback * Design * [ ] Feedback added to milestone * [ ] No feedback * IA * [ ] Feedback added to milestone * [ ] No feedback * [ ] Update this ticket with the Zoom recording - Recording link - Passcode: ##### 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

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" - [ ] 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-content-and-ia-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 - [ ] Test plan - [ ] Coverage for References - [ ] Summary(Defects) reports - [ ] E2E tests - [ ] Code coverage **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

Privacy, 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
strelichl commented 1 week ago

This is a non-Veteran-facing form. Our IA team will review and provide placement direction. Our content and IA team will provide guidance on the H1 to ensure that it does not compete or cause confusion with any Veteran-facing forms. Beyond that, we cannot provide additional UX flow or content support.

kristinoletmuskat commented 3 days ago

Hey @kristen101606, we're a little backed up in CAIA and wanting to understand your timeline a bit better. When is your PO review / design intent?

allison0034 commented 2 days ago

@kristen101606 Matt, Danielle and Mikki agreed to let them skip the PO Sync.