UX | Conversation with CAIA to understand role and inclusion

[brian-wilke]

Reserving this space to reach out to CAIA to start understanding how users on that side will interact with the Form Builder and what touchpoints need to be created.

CAIA contacts: Laura Willwerth and Megan Zehnder

Tasks

• [x] Prepare artifacts to illustrate role of the tool in form conversion
• [x] Review with SME (Jeana) and PO (Matt)
• [ ] Use diagram to indicate where CAIA might interact with tool or user
• [ ] Schedule meeting time and share visuals and questions
• [ ] Document learnings for sharing back to the team

Acceptance Criteria

• [ ] Insights collected (link: view notes here)
• [ ] Team has reviewed and discussed findings (link: recording)

[brian-wilke]

@Karak888, @gopixelsgo, this may need a separate epic that is dedicated to how CAIA works with the Form Builder and its processes.

[gopixelsgo]

@brian-wilke I agree, that epic would be helpful.

[gopixelsgo]

Topics and questions to start with:

• Where might we want to remove guesswork on the part of the user as it relates to CAIA interactions? (improved hints?)
• What tasks do CAIA have once a form conversion is submitted for review?
• Does this review align with existing steps in the Collab cycle, or is this a different path?

[brian-wilke]

This ticket needs to be continued. Meeting not set yet.