TWE: IS22: RP020: HfLA Website Team Members Exit Interview: Make Issues and Track Completion

[pandanista]

Dependencies

• [ ] Relevant research ethics guides
  • [ ] #495
  • [ ] #496
  • [x] #497
  • [x] #498
• [ ] Interview Instructions #366 (not sure what #405 was for)

Overview

We need to create an Exit Interview template issue, so that its easy to setup exit interviews and track their completion.

Details

• This template has already been tested on #321. This issue creates the template in the Issue tab, and creates a new issue to test it again.

Action Items

• [ ] Use template below to create an issue template
• [ ] Create issue
  • [ ] TWE:IS22:RP020: test the Exit Interview Epic template

Resources/Instructions

Draft of Template Issue: Research: Interviews: Make Issues

```` --- **name:** Research: Interviews: Make Issues **about:** The parent issue that tracks issues for all interviews of a specific research plan **title:** TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interviews: Make Issues and Track Completion **labels:** 'feature: interview(s)', 'feature: research', 'size: 1pt', 'role: UI/UX research', 'milestone: missing' 'epic', 'Research 000: missing', 'Participant Type: missing' **assignees:** --- ### Dependencies - [ ] An interview training guide has been created and approved [Replace with - ISSUE LINK IF AVAILABLE] ### Overview We need to create an epic issue that tracks each [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW (E.G., INTAKE OR EXIT)] interview to make sure we are getting all the steps uniform. ### Action Items #### Customize this Issue with Research Plan No, Type of Participant, and Type of Interview Replace the keyword strings (including text and the brackets) below with the appropriate values by using the browser search (**Mac:** ⌘+F or **PC**: Ctrl+F) - Research Plan Number - [ ] Search for `[Replace 000]` - [ ] Replace with the number of your research plan (e.g., 006) - Type of Participant - [ ] Search for `[Replace TYPE OF PARTICIPANT]` - [ ] Replace with the name of the participant type (e.g., Intern) - Type of Interview - [ ] Search for `[Replace TYPE OF INTERVIEW]` - [ ] Replace with the name of the interview type (e.g., Intake or Exit) - Year - [ ] Search for `[Replace YY]` - [ ] Replace with the last two digits of the year (e.g., 21, 22, 23) ### Customize the issue settings (located right side bar) change the issue settings to ensure the issue is properly categorized and easy to manage. - [ ] Under Assignees, assign yourself. - [ ] Under Labels, replace the `Research: 000: missing` with the label `Research: RP[Replace 000]` (helps you find related issues in the same workflow) and remove the corresponding missing label. - [ ] Under Projects, click gear, choose "Repository", choose Program Management. #### Customize the `Resources links gathered during the making of this issue` section (below) - Customize No. 2.01: RP[Replace 000] Wiki Page link - [ ] Go to the wiki page: Research Output Overview (# 1.01 link in resources) - [ ] Find the relevant wiki page for RP[Replace 000]. - [ ] Copy the link for the wiki page. - [ ] Update Resource No `2.01 [RP[Replace 000] Wiki Page]` with the link you just copied. Place it into parentheses at the end of the line. - Customize No. 2.02: Google Drive RP[Replace 000] Folder link - [ ] Open the Google Drive's Research by Type Folder (# 1.02 link in Resources) - [ ] Open the [Replace TYPE OF PARTICIPANT] Folder - [ ] Right-click on the RP[Replace 000] folder and copy the link. - [ ] Update Resource No `2.02 Google Drive RP[Replace 000] Folder` with the link you just copied. Place it into parentheses at the end of the line. - Customize No. 2.03: TWE: RP[Replace 000] Interview Instructions document link - [ ] Open the Google Drive's Research by Type Folder (# 1.02 link in Resources) - [ ] Open the [Replace TYPE OF PARTICIPANT] Folder - [ ] Open the RP[Replace 000] folder - [ ] Right-click on the Interview Instructions document and copy the link - [ ] Update the Resource No `2.03. TWE: RP[Replace 000]` with the link you just copied. Place it into parentheses at the end of the line. - Customize No 2.04: TWE: RP[Replace 000]: Interview Session Roll Call spreadsheet link - [ ] Open the Google Drive's Research by Type Folder (# 1.02 link in Resources) - [ ] Open the [Replace TYPE OF PARTICIPANT] Folder - [ ] Open the RP[Replace 000] folder - [ ] Right-click on the Interview Session Roll Call spreadsheet and copy the link - [ ] Update the Resource No `2.04. TWE: RP[Replace 000] Interview Session Roll Call Spreadsheet` with the link you just copied. Place it into parentheses at the end of the line. - [ ] If no Roll Call spreadsheet has been made, create a new issue by choosing on the top right of the GitHub page and then choose `Get Started` using the template `Research: Create Interview Roll Call and Session Table`. - [ ] Assign yourself to the new Roll Call and Session Table issue you just created - [ ] Add dependency label to this issue - [ ] Under `Dependencies` section of this issue, add the Roll Call and Session Table issue number as an action item to be done before completing other action items in this issue - [ ] Make a comment in this issue to notify the UX lead and research team that this issue is put back into the icebox due to dependency on Roll Call and Session Table - [ ] Remove yourself from this issue, and put the issue back into ICEBOX on the Project Management board - [ ] Once the Roll Call and Session Table issue has been completed, anyone on the research team can remove the dependency label and assign themselves to this issue again - Customize No. 2.05: TWE: RP[Replace 000]: Interview Recording Upload Form - [ ] Get link to form from related issue or RP[Replace 000] WIKI. If no issue created, use the `Research: Create Upload form for recordings` to create the form (this has been made into an issue but has not yet been created #341) - [ ] Update the Resource No. `2.05. TWE: RP[Replace 000]: Interview Recording Upload Form Template` with the link you just copied. Place it into parentheses at the end of the line. - Customize No 2.06: Easy Retro #### Customize template below in gray under `Resource 1.08. ...` - [ ] Copy link from 2.03 TWE: RP[Replace 000] Interview Instructions to Item A - [ ] Copy link for 2.04 TWE: Interview Session and Roll Call Table to Item B - [ ] Copy link for 2.06 TWE: easy retro to Item C - [ ] Copy link 2.05 Interview Recording Upload Form to Item D #### Create an issue for each interview. - [ ] IS[Replace YY]: RP[Replace 000]: [replace TYPE OF INTERVIEW] Interviews: [Replace TYPE OF PARTICIPANT] # 1 - [ ] IS[Replace YY]: RP[Replace 000]: [replace TYPE OF INTERVIEW] Interviews: [Replace TYPE OF PARTICIPANT] # 2 - [ ] Replace this action item with as many interview issues that you need (e.g., [Replace TYPE OF PARTICIPANT] # 3, [Replace TYPE OF PARTICIPANT] # 4, etc.) - [ ] Hover over the action item to the right so that the target circle appears - [ ] Click "Convert to Issue" - [ ] Copy the gray template issue text in the section below `Resource 1.08. Template for IS[Replace YY] [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Issues` - [ ] right click on the issue you just created (open in a new tab) - [ ] paste the text into the issue that you just created. - [ ] Click "Submit New Issue" - [ ] Add the issue numbers/links to the Resource No 2.04. TWE: RP[Replace 000]: Interview Session Roll Call Spreadsheet #### Schedule the interviews Note if you have to create more than one interview, you may have to do the following steps several times - [ ] Go to the UI/UX wiki page for setting up interviews on Hack for LA Zoom accounts (Resource No 1.07). - [ ] Copy the action items to this issue in a comment and check off each item. - [ ] Update the related interview issue (created above) with the time and Zoom link information. #### Follow-up steps - [ ] Check whether all recordings have been uploaded to the correct folder and that any personally identifiable information is NOT stored in the shared drive. - [ ] Contact the UX researchers who uploaded the recordings and ask them to delete their files. ### Resources for creating this issue 1.01. [Wiki: Research Output Overview](https://github.com/hackforla/internship/wiki/Research-Output-Overview) 1.02. [Google Drive Research by Type Folder](https://drive.google.com/drive/folders/1f5Qgq-ikT_UwcgRBuoBamqY0Wacsg9f5?usp=sharing) 1.03. [TWE: Template: [RP__]: [NAME OF RESEARCH] Interview Instructions](https://docs.google.com/document/d/1YKJZHejAAvX19NfPh1AKC4k3CuX0nrJQq9N3BXBAB2U/template/preview) Template 1.04. [TWE: Template: Interview Session Roll Call Spreadsheet](https://docs.google.com/spreadsheets/d/1dmJJLaBDBiZWy4-dmdxG3XqP4OemR5aJTOScD_GsoLc/template/preview) 1.05. [1password.com](https://1password.com/) 1.06 [Interview Recording Upload Form Template](https://docs.google.com/forms/d/1FsDgBvpkjfJzmkxFl80I9HWenoOwpvst7oMAaDFgPEg/edit) 1.07 [UI/UX Wiki: Setup Interviews on Hack for LA Zoom Accounts](https://github.com/hackforla/UI-UX/wiki/Setup-Interviews-on-Hack-for-LA-Zoom-accounts) 1.09 [Research: Create Interview Session and Roll Call Table] Template Issue 1.10 [Research: Create Upload form for recordings] #### Resource 1.08. Template for IS[Replace YY] [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Issues ``` ### Overview We need to track the interview for [Intern's Number] so that we don't drop the ball or lose data about it. ### Action Items - [ ] If you are conducting the interview on your own and not in a breakout room - [ ] 5 min prior, login to 1password and get hostkey for Zoom [Zoom meeting room#] - [ ] Join the meeting via the calendar link in your invite or here in this issue - [ ] Claim host - [ ] When they enter room, begin consent process, and ask if we can record and transcribe. - [ ] Turn on transcript. - [ ] Use script in interview. - [ ] Upload recording and transcript and a chat file if applicable using the Interview Recording Upload Form - [ ] Verify with UXR lead that recordings have been uploaded correctly - [ ] Delete recordings (only after UXR lead directs you to do so). ### Resources/Instructions #### Interview Links and Instructions - A) [RP[Replace 000]: Interview Instructions] - B) [TWE: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Session and Roll Call Table] - C) [Easy Retro link for Q&A that occurs during interview] - D) [[Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recording Upload Form] #### Interview details - Zoom link for interview - Date and time for interview: #### Other links - [Code for America's Guide on Qualitative Research](https://info.codeforamerica.org/qualitative-research) #### Text once you are ready to send invite update We have added the zoom invite info and the panelist for your interview. Looking forward to seeing you! ``` ### Resources links gathered during the making of this issue 2.01. [RP[Replace 000] Wiki Page] 2.02. [Google Drive RP[Replace 000] Folder] 2.03. [TWE: RP[Replace 000]: Interview Instructions document] 2.04. [TWE: RP[Replace 000]: Interview Session Roll Call Spreadsheet] 2.05. [TWE: RP[Replace 000]: Interview Recording Upload Form] 2.06 [TWE: easy retro] ````

[cbutcher318]

@pandanista Please add labels when you are able.

[pandanista]

• Labels added. This could be used as a testing template for #321.