[TEST] TWE: Create Template Issue: Create Consent Documents for Participants over 18

[sunannie27]

Overview

We need to create a template issue for creating TWE: Role: Consent Documents for Participants Over 18: Create (named in the format as TWE: Role: Direct Object: Action Verb) so that we have a consistent, transparent, defined, and self-supporting structure for people creating them.

Resources/Instructions: This section is at the bottom of this issue (scroll to the bottom to view it now). You will be asked to add links to this section while completing the issue.

Tip: Use two windows side by side. One with the issue open and the other one with resource links displayed to avoid back and forth. To prevent loss of work, refresh both windows after each edit.

Action Items

Customize this issue

• Customize this issue by adding the Name of Issue Template.
  • Note: An issue template's name is different from the issue title created from the template.
  • [x] Search for TWE: Role: Consent Documents for Participants Over 18: Create by using the browser search (Mac: ⌘+F; PC: Ctrl+F)
  • [x] Replace the keyword string (including text and the brackets) below with the name of your issue template according to the template naming convention: TWE: Role: Direct object: Action verb
    • The role is the primary owner of the issue template (e.g., Research, Design, Product)
    • Direct object should be the item that we're updating or working on (e.g., Wiki, Interviews, Roadmap)
    • Action verb should be the main descriptor of the action items (e.g., Update, Create, Transcribe)

Customize the issue settings (located in right sidebar)

Change the issue settings to ensure the issue is properly categorized and easy to manage.

• [x] Under Assignees, assign yourself.
• [x] Under Projects, choose gear, choose Repository, and choose TWE Project Management.
• [x] Add the milestone: Project Management
• [x] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.

Customize template draft

Create a draft of new template, which will be known as our "draft".

• [x] Copy resource 1.01 Content to copy for draft to a new comment on this issue.
• [x] In your draft, fill out the top part (called front matter) with the following information. See resource 1.02 Front Matter Resources section below for definitions and examples.
  • [x] Name
  • [x] About
  • [x] Title
  • [x] Labels
• [x] Define any Dependencies (or remove the dependency section if there is no dependency)
• [x] Customize the Overview section
• [x] Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
  • [x] The person working on this issue might be new to the org, so the issue should be able to be worked on without any prior knowledge
  • [x] If the person needs to add links, or put documents in specific locations, the place where they can do that action must be linked in the resources section
    • [x] The links in the resources section provided by the issue creator should be in the same order as the Action Items
    • [x] Refer to resource 1.03 Example Action Items for Finding Wiki Page and Template for an example of how to write clear instructions that avoid compound steps (steps within a step).
  • [x] Number each resource in the order each resource appears in the Action Items
    • [x] Group resources into numbers and decimals (e.g., Resource 1.01, Resource 2.01)
    • [x] Group the resources based on whether they are available when making the issues or they need to be created from this issue
      • If the resource is available, then group it under the Resources for creating this issue section (e.g., Resource 1.01, Resource 1.02, Resource 1.03)
      • If the resource will be delivered or created from this issue, then group it under the Resource links gathered during the making of this issue (e.g., Resource 2.01, Resource 2.02, Resource 2.03)
• [x] If documents or folders (sheets, docs, presentations, dashboard, etc.) will be created, find the document template that should be used by checking resource 1.04 WIKI Templates by role pages.
  • [x] If there is a template
    • [x] Add a link to the template into the #### Resources for creating this issue section of your draft
  • [x] If there is no template yet
  • [x] Put a placeholder into the#### Resources for creating this issue section of the draft [TWE: Template Issue: Research: [Replace ACTION VERB][Replace DIRECT OBJECT]
• [ ] Get sign-off by Product on the draft
• [ ] Create the template issue on the repo
• [ ] Add the link to the new issue template once created to resource 2.01. Find by clicking on the Getting started button to the right of the new template listed on new issue page
• [ ] Update the appropriate place in the wiki for your template (see resources section)

Resources/Instructions

Resources for creating this issue

1.01 Content to copy for draft

Draft of template issue for `TWE: Role: Consent Documents for Participants Over 18: Create`
---
**name:** TWE: Template Issue: Research: [Replace ACTION VERB][Replace DIRECT OBJECT]
**about:** We are creating a template to complete `TWE: Role: Consent Documents for Participants Over 18: Create` issue so we can stay consistent in our process
**title:** TWE: Research: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF RESEARCH METHOD]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]
**labels:** 'feature: research', 'feature: missing', 'size: missing', 'Participant Type: missing', 'Research 000: missing', 'role:  UI/UX research', 'milestone: missing', 'complexity: missing'
**assignees:** 

---
#### Instructions for creating this issue
The person who creates this issue should use these links to add links to the resources section and customize this issue
- Customize the issue
    - [ ] Replace the keyword strings (including text and the brackets) below with the appropriate values by using the browser search (Mac: Command+F PC: Ctrl+F)
    - [ ] Search for `[Replace`
    - [ ] Replace with whatever the keyword or information is asking for.
- Customize the issue settings (located in right sidebar)
    - [ ] Under Labels, add labels for any labels identified as missing
    - [ ] Remove the corresponding missing labels
    - [ ] Under Projects, choose gear, choose "Repository," and choose TWE Project Management.
    - [ ] Add the milestone: [Replace MILESTONE]
    - [ ] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.
- Customize dependencies 
    - [ ] If no dependencies, delete dependency section
    - [ ] If dependencies, add the dependencies (any issue or reason that would prevent the action items from being completed)
- Remove this section.
    - [ ] Delete this section when all the checkboxes above are complete (i.e., the issue assignee will never see this part)

### Dependencies

### Overview
We need to [Replace ACTION VERB] [Replace DIRECT OBJECT] for [Replace REASON].

### Action Items
A STEP BY STEP LIST OF ALL THE TASK ITEMS THAT YOU CAN THINK OF NOW EXAMPLES INCLUDE: Research, reporting, etc.

### Resources
#### Resources for creating this issue
1.01
1.02

#### Resources gathered during the completion of this issue
2.01
2.02

1.02 Front Matter Resources

1.02.01 Front Matter Fields and Meaning

- name: (name that appear on the new issue tab) - about: (is the description that appears next to the issue template on the new issue tab) - title: (the title that appears when the issue is created. User then customizes this title for their issue) - Use the naming convention: TWE: Role: Direct object: Action verb - If more than one word should go into the direct object spot, use multiple square brackets with the keyword (see example) - labels: (choose the labels that will be the same each time, and choose missing labels for the ones that depend on content) - assignees:

1.02.02 Front Matter Field example

- name: 'TWE: Template Issue: Research: Create Roadmap' - about: We are creating a template to complete `TWE: Role: Consent Documents for Participants Over 18: Create` issue so we can stay consistent in our process - title: 'TWE: Research: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF RESEARCH METHOD]: Roadmap : Create' - labels: 'feature: research', 'feature: roadmap', 'milestone: missing', 'role: UI/UX research', 'Participant Type: missing', 'Research 000: missing', 'complexity: missing' - 'size: 0.50pt' - assignees: ''

1.03 Example Action Items for Finding Wiki Page and Template

1.03.01 Example Action Items

``` ### Action Items - Customize wiki page - [ ] Go to link 1.01 Internship Wiki, Join the team page - [ ] Find wiki page for this issue by looking at role pages. - [ ] Copy the link for the wiki page. - [ ] Add the link to Resource 2.01 - [ ] Add the name of the link in square brackets - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis - Customize document template. - [ ] Go to link 1.02 Design Process Overview - [ ] Find document template that should be used in this issue. - [ ] Copy the link for the template. - [ ] Add the link to Resource 2.02 - [ ] Add the name of the link in square brackets - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis ```

1.03.02 Example Resource Lists

``` ### Resources for creating this issue 1.01. [Internship Wiki, Join the team page](https://github.com/hackforla/internship/wiki/Joining-the-Team) 1.02. [Design Process Overview](https://github.com/hackforla/internship/wiki/Design-Process-Overview) ### Resource links gathered during the making of this issue 2.01. [Wiki page for [Replace TYPE OF ROLE]] 2.02. [TWE: Template: [Replace NAME OF TEMPLATE]] ```

1.04 WIKI Templates 1.04.01 by role pages

• TWE: WIKI: UX Research Guides Templates
• [Design]
• [Product]
• [Engineering] 1.04.02 default document templates, in case you don't have one yet, can be found on the Design Process Overview page

Resources gathered during the completion of this issue

2.01 ["Research: [Replace DIRECT OBJECT]: [Replace ACTION VERB]"]([Replace LINK])

[sunannie27]

Draft of template issue for TWE: Role: Consent Documents for Participants Over 18: Create

name: TWE: Template Issue: Research: Creat Consent Documents for Participants Over 18 about: We are creating a template to complete TWE: Role: Consent Documents for Participants Over 18: Create issue so we can stay consistent in our process title: TWE: Research: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Consent Documents for Participants Over 18: Create labels: 'feature: research', 'feature: missing', 'size: missing', 'Participant Type: missing', 'Research 000: missing', 'role: UI/UX research', 'milestone: missing', 'complexity: missing' assignees: @sunannie27

Overview

We need to Create Consent Documents for Participants Over 18 for consistency.

Action Items

• Customize wiki page
  • [ ] Go to link 1.01 Internship Wiki, Join the team page
  • [ ] Find wiki page for this issue by looking at role pages.
  • [ ] Copy the link for the wiki page.
  • [ ] Add the link to Resource 2.01
    • [ ] Add the name of the link in square brackets
    • [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis
• Customize document template.
  • [ ] Go to link 1.02 Design Process Overview
  • [ ] Find document template that should be used in this issue.
  • [ ] Copy the link for the template.
  • [ ] Add the link to Resource 2.02
    • [ ] Add the name of the link in square brackets
    • [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis

Resources for creating this issue

1.01 1.02

Resources gathered during the completion of this issue

2.01 2.02

[pandanista]

The name of Resources/Instructions could be confusing. Can we rename the section to Resources?

[pandanista]

Draft of template issue for Consent Documents Template for Participants over 18

name: TWE: Template Issue: Research: Create Consent Documents for Study Participants over the age of 18 about: This issue helps you structure your template issue to be consistent with our other template issues in consent documents title: TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Informed Consent Documents (18 yrs +): Create labels: 'feature: research', 'Participant Type: missing', 'Research 000: missing', 'size: 1pt', 'role: UI/UX research', 'milestone: missing' assignees:

---

Instructions for creating this issue

Resources/Instructions: This section is at the bottom of this issue (scroll to the bottom to view it now). The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

Tip: Use two windows side by side. One with the issue open and the other one with resource links displayed to avoid back and forth. To prevent loss of work, refresh both windows after each edit.

• Customize the issue
  • [ ] Open the "Research Overview" wiki page (Resource 1.01)
  • [ ] Choose "Research Documents by Participant Type" or "Research by Plan Number" to locate the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
  • Use the information on the wiki page and in research roadmap or research plan to customize this issue
  • [ ] Copy and paste entire template text in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
    • Year
      • [ ] Find/Replace [Replace YY] with research year (Two digit format, ex: "22" for year "2022")
    • Research Plan Number
      • [ ] Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
    • Type of Participant
      • [ ] Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
  • [ ] Copy and paste the edited template from text editor back into this Github Issue, replacing all original text
  • [ ] Re-check all the checkboxes above after copying and pasting the edited template
  • [ ] Close the text editor
  • Update the issue title
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Informed Consent Documents (18 yrs +): Create

    • [ ] Choose "Edit" in the title section
    • [ ] Paste the texts you copied into the issue title
    • [ ] Choose "Save"
• Customize the issue settings (located in right sidebar)
  • [ ] Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
  • [ ] Under Labels, choose gear , and apply the label Research: RP[Replace 000]
  • [ ] Under Labels, choose gear , and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
  • [ ] Remove the Research 000: missing and Participant Type: missing labels
  • [ ] Under Projects, choose gear , choose Repository, and choose Program Management
  • [ ] Add the milestone: choose gear , and choose Research Plan Execution
  • [ ] Remove the label milestone: missing
• Remove this section
  • [ ] After all the checkboxes above are complete and the issue is ready to be worked on, delete all text below the "Instructions for Creating this Issue" (top heading) and above "Overview" (heading below) -- i.e., the issue assignee will never see this part

Overview

Create informed consent documents for RP[Replace 000] so that we can keep track of the participants who agree to participant in the study. This process only applies to participants over 18 years old.

Resources/Instructions: This section is at the bottom of this issue (scroll to the bottom to view it now). You will be asked to add links to this section while completing the issue.

Tip: Use two windows side by side. One with the issue open and the other one with resource links displayed to avoid back and forth. To prevent loss of work, refresh both windows after each edit.

Dependency:

• [ ] [Replace TYPE OF PARTICIPANT] Research Plans and Goals Chart has been created

Action Items

Customize Resource Links

• Customize Resource for Wiki Page Link
  • [ ] Go to the wiki page: Research Output Overview (Resources # 1.01)
  • [ ] Open relevant wiki page for RP[Replace 000]
  • [ ] Copy the link for the RP[Replace 000] wiki page.
  • [ ] Update Resource # 2.01 with the link you just copied. Place it into parentheses at the end of the line.
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for this Research Plan's Google Drive Folder
  • [ ] Choose the "Research by Plan # and name" folder on the shared Google Drive (Resources # 1.02)
  • [ ] Right-click on the RP[Replace 000] folder
  • [ ] Choose "Get Link"
  • [ ] Choose "Copy link" and "Done"
  • [ ] Update Resource # 2.02 with the link you just copied. Paste it inside parentheses at the end of the line.
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Customize Resource for [Replace TYPE OF PARTICIPANT]'s Research Plans and Goals Chart
  • [ ] Go to Research Output Overview Wiki page (Resources # 1.01)
  • [ ] Choose [Replace TYPE OF PARTICIPANT] in the "Research Documents by User Type" section
  • [ ] Choose the Research Plans and Goals Chart in the "[Replace TYPE OF PARTICIPANT] Research Plans and Goals (public page)" section
  • [ ] Copy the URL of [Replace TYPE OF PARTICIPANT] Research Plans and Goals wiki page in the browser window
  • [ ] Update Resource # 2.03 with the link you just copied. Place it into parentheses at the end of the line.
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Customize Resource for RP[Replace 000]'s Research Informed Consent Overview Google Doc
  • [ ] Open the template "TWE: Template: Research Informed Consent Overview" (Resources 1.03)
  • [ ] Choose the "USE TEMPLATE" button to save it to your own drive
  • Update the file name by following the steps:
    • [ ] Copy the text below

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview

    • [ ] Choose "File" > "Rename", and paste the text you copied into the top field of the Google Doc to rename the file
    • [ ] Highlight the texts of the title on the first page of the Google Doc cover page
    • [ ] Paste the texts you copied to replace the original title of the Google Doc
    • [ ] Keep the "Research Informed Consent Overview" Google doc open in a tab for future editing
  • [ ] Move the file into the Internship's shared drive in this Research Plan's Google Drive folder
    1. Choose File > Move (or Move icon)
    2. Choose the back arrow to access all your drives
    3. Choose Shared drives > Internships > Internships > Research > Research by Plan # and name > folder for RP[Replace 000]
    4. Choose "Move here"
    5. Choose "Move" when it asks if you want to change ownership to a shared drive
    6. Dismiss the notification that says the file is now in the shared drive
  • [ ] Update Resource # 2.04 link
    1. In the "Research Informed Consent Overview" Google Doc you just created, choose "Share" (upper right corner)
    2. Choose "copy link" and "Done"
    3. Update Resource # 2.04 with the link you just copied. Place it into parentheses at the end of the line.
    4. Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for RP[Replace 000]'s Informed Consent Form
  • [ ] Open the Informed Consent Form in Resources # 1.04
  • [ ] Choose the 3 vertical dots at the top of the Google Form on the left of your profile
  • [ ] Choose "Make a copy"
  • [ ] Copy the text below

    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews

  • [ ] Paste the texts you copied into the "Name" field
  • [ ] In the "Folder" field, choose "Consent Form", then choose back arrow to "Templates", back arrow to "Research" folder
  • [ ] Choose Research > Research by Plan # and name > folder for RP[Replace 000]
  • [ ] Choose "Select"
  • [ ] Choose "Make a copy"
  • [ ] Update Resource # 2.05 link by completing the following steps
    1. Choose "Send" in the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews you just created
    2. Choose the link icon
    3. Check the box for "Shorten URL"
    4. Choose "Copy"
    5. Update Resource # 2.05 with the link you just copied. Place it into parentheses at the end of the line.
    6. Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Customize Resource for RP[Replace 000]'s Research Consent Email
• [ ] Open the link in Resources # 1.05
  • [ ] Choose the "USE TEMPLATE" button to save it to your own drive
    • Update the file name by following the steps:
      • [ ] Copy the text below

        TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Consent Email

      • [ ] Choose "File" > "Rename", and paste the text you copied into the top field of the Google Doc
  • [ ] Move the file into the Internship's shared drive in this Research Plan's Google Drive folder
    1. Choose File > Move (or Move icon)
    2. Choose the back arrow to access all your drives
    3. Choose Shared drives > Internships > Internships > Research > Research by Plan # and name > folder for RP[Replace 000]
    4. Choose "Move here"
    5. Choose "Move" when it asks if you want to change ownership to a shared drive
    6. Dismiss the notification that says the file is now in the shared drive
  • [ ] Update Resource # 2.06 link
    1. In the Google Doc, choose "Share" (upper right corner)
    2. Choose "copy link" and "Done"
    3. In Resource # 2.06, place the link you just copied into parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis ( so it turns into a hyperlink
    4. Choose "Update comment" in Github and make sure all the checkboxes above have been checked

       Customize documents needed for RP[Replace 000]'s Consent Overview, Form, and Email

• Customize RP[Replace 000]'s Research Informed Consent Overview Google Doc
  • [ ] Open RP[Replace 000]'s Research Informed Consent Overview Google Doc (Resources # 2.04) if it is not open
  • [ ] Copy the text below

    You are invited to take part in Tech Work Experience’s 20[Replace YY] [Replace TYPE OF PARTICIPANT] Research

  • [ ] Highlight the first sentence of the Google Doc (see screenshot)
  • [ ] Paste the texts you copied into the highlighted section to replace the original first sentence of the Google Doc
  • [ ] Copy the hyperlink from Resources # 2.03
  • [ ] Paste into the highlighted section so the document says [Replace TYPE OF PARTICIPANT] Research Plans and Goals with a Wiki page link attached
  • Update the footer of the Google Doc on page 2
    • [ ] Update the date with the date this Google Doc is created
    • [ ] Update participant type with [Replace TYPE OF PARTICIPANT]
  • [ ] Update the LINK TO SIGN INFORMED CONSENT at the end of the doc with the link labeled 2.05 in Resources
    1. Copy the link in 2.05
    2. Highlight the LINK TO SIGN INFORMED CONSENT
    3. Choose "Insert link" icon
    4. Paste the link you copied into the box and choose Apply
• Customize RP[Replace 000]'s Research Informed Consent Form
  • [ ] Open RP[Replace 000]'s Research Informed Consent Form (Resources # 2.05) if it is not open
  • [ ] Copy the text below

    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews

  • [ ] Under "Questions" tab, highlight the title section
  • [ ] Choose the pencil shaped icon in the lower right of the Google Form
  • [ ] Paste the texts you copied into the title section of the Google Form to replace the original texts
  • [ ] Copy the hyperlink from Resources # 2.04
  • [ ] Paste the hyperlink you copied to replace the highlighted section (in the screenshot below) so the form says TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview with the Google Doc link attached
  • [ ] Edit the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview URL you just pasted
  • [ ] Choose "Edit link"
  • [ ] Choose the "Link to" field
  • [ ] Make sure to delete edit?usp=sharing and add preview at the end of the link so people outside the TWE Team can view the Google Doc
  • [ ] Choose "OK"
  • [ ] Copy the text below

    [Replace TYPE OF PARTICIPANT] #

  • [ ] Paste into the highlighted area in the participant # question
  • [ ] Add or delete participant numbers based on the Research Plan doc in RP[Replace 000]'s folder (Resources # 2.02)
  • [ ] Copy the text below

    [Replace TYPE OF PARTICIPANT]

  • [ ] Paste into the highlighted area in the signature section
  • [ ] Choose the pencil shaped icon in the lower right of the Google Form to make sure you are in the editing mode
  • [ ] Scroll up to the top of the Google Form to select the "Responses" tab
  • [ ] Under "Responses", choose "Link to Sheets"
  • [ ] Choose "Create a new spreadsheet"
  • [ ] Choose "Create"
  • [ ] Go to RP[Replace 000] folder (Resources # 2.02)
  • [ ] Locate the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews (Responses) spreadsheet
  • [ ] Choose "Get Link"
  • [ ] Choose "Copy link" and "Done"
  • [ ] Update Resource # 2.07 with the link you just copied. Place it into parentheses at the end of the line.
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • [ ] Under "Settings", make sure the "Collect email addresses" and "Allow responses editing" are toggled on.
• Customize TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Consent Email script
  • Subject line:
    • [ ] Copy the text below

      [Replace TYPE OF PARTICIPANT]

    • [ ] Paste the texts you copied to replace the highlighted area of the subject line
  • Email body:
    • [ ] Copy the text below

      [Replace TYPE OF PARTICIPANT] in our Summer 20[Replace YY]

    • [ ] Paste the texts you copied to replace the highlighted area of the email body
    • [ ] Copy the text below

      [Replace TYPE OF PARTICIPANT]

    • [ ] Paste the texts you copied to replace the following highlighted area of the email body
    • [ ] Copy the hyperlink from Resources # 2.03
    • [ ] Paste into the highlighted section so the document says [Replace TYPE OF PARTICIPANT] Research Plans and Goals with a Wiki page link attached
    • [ ] Copy the URL in Resources # 2.05
    • [ ] Choose "this link"
    • [ ] Choose "Edit link"
    • [ ] Paste the link you copied into the box
    • [ ] Choose "Apply"

• Update the wiki page for this research plan (Resources # 2.01)
  • [ ] Open the link in Resource 2.01
  • [ ] Choose "Edit" to edit the page
  • [ ] Find the "Script" section
  • [ ] Make a new line at the end of the list and add a new bullet by inserting - at the beginning of the line
  • [ ] Copy and paste Resource 2.04 (both the text and URL) from this issue to the right of this new bullet (-) in the "Script" section
  • [ ] Copy and paste Resource 2.05 (both the text and URL) from this issue to the right of this new bullet (-) in the "Script" section
  • [ ] Choose "Save Page"
• Update [[Replace TYPE OF PARTICIPANT] Research Plans and Goals] on Wiki (Resource 2.03)
  • [ ] Open the link in Resource 2.03
  • [ ] Choose "Edit" to edit the page
  • [ ] Find the "Consent" Section,
  • [ ] Make a new line at the end of the list and add a new bullet by inserting - at the beginning of the line
  • [ ] Copy and paste Resource 2.04 (both the text and URL) from this issue to the right of this new bullet (-) in the "Consent" section
  • [ ] Copy and paste Resource 2.05 (both the text and URL) from this issue to the right of this new bullet (-) in the "Consent" section
• [ ] Update the research plan doc in [Google Drive Folder: RP[Replace 000]] (Resource 2.02)
  • [ ] Include consent overview (Resources 2.04), form (Resources 2.05), and email (Resources 2.06) in the research plan Google Doc's Appendix
• [ ] Review with UX Lead
• [ ] Product sign-off

Action Items for Distribution and Collection of Participants' Consent

• [ ] Identify the participants and their email addresses from documents in Resources # 2.03
• [ ] Check in with UX and Product team on research participants' recruitment timeline
• [ ] Log in the internship@hackforla.org's Google account in a separate Chrome/browser profile window (you do not want to cross-contaminate this process with your personal Google account profile) so you can access the Gmail in the next steps
  • If you are not sure how to do this, use the following steps to log in:
    1. Log into 1password (Resources # 1.06)
       • Refer to the guide linked in Resources # 1.06.01 if you are unsure about any of the following steps
    2. Choose internship-UI/UX vault
    3. Choose login info for internship@hackforla.org account
    4. In your Chrome web browser, select your Google Account profile picture in the top right corner
    5. Under "Other profiles", choose "+ Add"
    6. A "Set up your new Chrome profile" window will pop up. Choose "Sign in"
    7. Copy and paste the internship@hackforla.org login info from 1password vault to set up your new profile. Resources # 1.06.01 has step-by-step instructions to guide you through this.
    8. Once logged in, choose "Gmail" among the Google apps listed under the profile
• [ ] Personalize the consent email drafts (linked in Resources # 2.07) in internship@hackforla.org's Gmail account: either by doing mail merge, or by adding each participant's first name in the email body and their email address in the recipient line
• [ ] Review the consent email drafts to make sure the consent forms and consent overview docs are correctly linked
• [ ] Send out the consent emails
• [ ] Check back in 3 business days to see the responses in Resources # 2.08
  • [ ] If there are missing responses, send a reminder email using the existing email thread
• [ ] Once the consent has been collected, notify the UX lead
• [ ] UX lead moves the signed consent forms to the HfLA Internship's PII drive
• [ ] Final product sign-off

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview 1.02 Google Drive Folder: Research by Plan # and name 1.03 TWE: Template: Research Informed Consent Overview 1.04 TWE: Template: Research Informed Consent Form for Surveys/Interviews This consent form is for participants over 18 1.05 TWE: Template: Research Consent Email 1.06 1password 1.06.01 Guide: Log into a Google Account with 2-Step Verification Using 1Password If this is your first time logging into Internship's private drive, please follow the instructions to log in.

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan [Replace 000]] 2.02 [Google Drive Folder: RP[Replace 000]] 2.03 [[Replace TYPE OF PARTICIPANT] Research Plans and Goals] 2.04 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview] 2.05 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews] This consent form is for participants over 18 2.06 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Consent Email] 2.07 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews (Responses)] This consent form is for participants over 18

[pandanista]

This issue and #555 serve as a demo for template testing workflow.

The first comment is issue template.

The second comment is the template draft.

555 is the initial set up for template testing.

[pandanista]

Keep this issue open as a refrence for testing #555.

[ExperimentsInHonesty]

This issue is replaced by issues

• 555

• 564