feb_epic Power BI Documentation Tasks - Document MasterCard

staceypark commented 2 years ago

[x] "Dynamic Readers Group" in learner cheat sheet https://github.com/lzim/teampsd/issues/2393
[x] #2428 Add "Dynamic Readers Group" to facilitator 1-pager - Jenn confirmed this already done!
See #2262 for more information as well

Documentation Review: REMAINING WORK ON PBI AS OF 2/22/22

[x] Review all Sessions for fidelity to Theory of Change & incorporate info scribed on #2423
[x] Incorporate SP edits for all relevant sessions (SP clinic selections in Session 1; Confirm clinic selections with teams; any other SP information)

FINAL REVIEW (TOC, SP documentation, etc)

Blue Session 2

Session 2 SEE

[x] Session 2 SEE GIFs
[x] SP information (Clinic Selections in Session 2)
[x] Need to change information about Data UI vs the way tabs are organized now by VISN
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 2 SAY

[x] Confirming Clinic Selections with team Session 2 SAY
[x] SP information (Clinic Selections in Session 2)
[x] Need to change information about Data UI vs the way tabs are organized now by VISN
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 2 SAY Checklist

[x] Confirming Clinic Selections with team Session 2 SAY Checklist
[x] SP information (Clinic Selections in Session 2)
[x] Need to change information about Data UI vs the way tabs are organized now by VISN
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Final Checklist for Session 2 (Check off when everything above fully done)

[x] Blue Session 1 Done & Do
[x] Blue Session 2 See
[x] Blue Session 2 Say
[x] Blue Session 2 Checklist
[x] Blue Session 2 Done & Do

Blue Session 3

Session 3 SEE

[x] Session 3 SEE GIFs
[x] Once again, update clinic selections information since it is no longer separate for Data & Viz and Team Data
[x] UPDATE all SP information according to SP tab development and testing
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 3 SAY

[x] Once again, update clinic selections information since it is no longer separate for Data & Viz and Team Data
[x] UPDATE all SP information according to SP tab development and testing
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 3 SAY Checklist

[x] Once again, update clinic selections information since it is no longer separate for Data & Viz and Team Data
[x] UPDATE all SP information according to SP tab development and testing
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Final Checklist for Session 3 (Check off when everything above fully done)

[x] Blue Session 3 See
[x] Blue Session 3 Say
[x] Blue Session 3 Checklist

Session 5 Guide Do/Done at bottom GIF: https://github.com/mnallajerla/mtl_test/blob/feature-SP_documentation/blue/session05/s05_learner/mtl_session05_see.md

Red Part 1 (3 pts remaining work)

Red Part I SEE

[x] Red Part I SEE GIFs
[x] SP information (Clinic Selections in Part I)
[x] Need to change information about Data UI vs the way tabs are organized now by VISN
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Red Part I SAY

[x] Confirming Clinic Selections with team Red Part I SAY
[x] SP information (Clinic Selections in Part I)
[x] Need to change information about Data UI vs the way tabs are organized now by VISN
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Red Part I SAY Checklist

[x] Confirming Clinic Selections with team SAY Checklist
[x] SP information (Clinic Selections in Red Part I)
[x] Need to change information about Data UI vs the way tabs are organized now by VISN
[x] TOC edits (making TOC larger font, etc, consistent with Red part I review)

Final Checklist for Red part I (Check off when everything above fully done)

[x] Red part 1 See
[x] Red part 1 Say
[x] Red part 1 Checklist

Supplemental Materials

[ ] Data Cheat Sheet
[ ] Facilitator One-Pager

CREATE Red Part II

[x] Red Part II See #2438
[x] Red Part II GIFs
[x] Red Part II Say #2438
[x] Red Part II Checklist #2438

Pre & Post Email Templates PBI Updates

[ ] MTL Blue Session 2 Corresponding Pre & Post Emails
[ ] MTL Blue Session 3 Corresponding Pre & Post Emails
[ ] MTL Red Corresponding Pre & Post Emails (??)

GIFs and Visuals

[x] Remake GIFs for all Sessions
[x] All SIM UI GIFs and Visuals to be updated with name changes

Additional Tasks

[ ] Update RLS related documentation in CheatSheets and related Sessions @lijenn @mnallajerla
[ ] Add the same documents in the PBI folder on TeamPSD

See: #2251, #2252, #2255

mnallajerla commented 2 years ago

@staceypark

Can we check in sometime next week to discuss this task?

mnallajerla commented 2 years ago

Meet with Stacey 10.25:

WHERE: mtl.how/documents (document tracker)

Document Tracker Notes:

Organized by level of documentation rather than product
Columns are organized by audience (5 D's)
If you change Session 2 Done & Do up top - would need to change: Session 1 Post Session Email , Session 2 Pre Email, Session 2 Post Email.

Power BI Documentation Work:

CREATE a Document card for Power BI: this card will get updated every time Power BI gets updated - Problem > which column would we put this in?

WHERE does Power BI Show Up:

Session 2 in MTL Blue - See & Say Guides, Say CheckList (3x, meaning 2 separate places)
Session 3 in MTL Blue - See & Say Guides, Say CheckList (3x)
Part I in MTL Red - See & Say Guides, Say CheckList (3x)
Part II in MTL Red - See & Say Guides, Say CheckList (3x)
"Done & Do" Section of See & Say Guides, Session 1,2,3,4 MTL Blue & Part I and Part II (6x)
Corresponding Pre & Post Emails (see example above) [different repo - https://github.com/lzim/teampsd/tree/master/mtl_facilitate_workgroup/pre_post_emails]
mtl.how/data cheatsheet (LucidChart, export as PDF and upload to GitHub) (in Learner folders in Sessions 2-4 Blue, and Part I and Part II in Red)
mtl.how/data facilitator one-pager (Lucid Chart) (in Facilitator folders in Sessions 2-4 Blue, and Part I and Part II in Red)
TeamPSD (internal folders) > quant_workgroup > Power BI

How to make the updates:

Pull request per repository (so don't need to make separate pull requests)

mnallajerla commented 2 years ago

discussed at WG Leads 11/15 - check with @jeffhoerle about what documentation he may already be doing
this is to document some of the major tasks that will have to be done (GIFs, See & Say Guides, etc).

mnallajerla commented 2 years ago

Requirements [WHAT] to Document:

Learner Facing Material [Due ASAP - Nov. 29th]

Make Dev, QA and Prod Cards: Dev card - #2369 ; QA - #2374
Review WHAT with @staceypark

Data Usage Reports: [For New Year]

WHAT:
[ ] Make and save individual.
[ ] Make and save or share selections w/your team.

staceypark commented 2 years ago

DECISION: We will hold off on updating the gifs/screenshots until we have the Production version ready. We will update the text content in the meantime.

@mnallajerla

mnallajerla commented 2 years ago

Something that would be helpful for SAY/Facilitator Facing

What's New What's been updated What's a Bug Fix What's been removed

mnallajerla commented 2 years ago

REMAINING MATERIALS TO DEVELOP:

[ ] Something that would be helpful for SAY/Facilitator Facing 1 page: What's New What's been updated What's a Bug Fix What's been removed

Session 3 Materials:

[x] DEV - #2383
[x] QA - #2384
[x] PROD - #2385

SESSION 2

[x] Time stamps for clinic selections portion?
[ ] Pre Post Emails - Do/Done
[ ] Add the same documents in the PBI folder on TeamPSD

MTL Red

[x] Carry over MTL Blue Session 2 edits to MTL Red Part 1: https://github.com/lzim/mtl/tree/master/red/part1

See: #2251, #2252, #2255

mnallajerla commented 2 years ago

GIFs:

use snagit to screen record and make GIFs
GIFs are stored in Team PSD, but the guides are made in MTL

How to upload GIFs:

[ ] Make a feature branch on Team PSD
[ ] Make a new folder in > Resources > GIFs
[ ] Upload GIF files to that folder in that branch
[ ] This branch needs to be added to Master
[ ] Take the final URL and put it in the Session 2 edits

Naming GIF files: "pbi_eraser_icon" etc

mnallajerla commented 2 years ago

For VA RED EDITS

Part 1 - Partner Phase

6 session Viz tabs Data tabs

Part 2 - Build Phase 6 session Params tabs

Start with highest priority (i.e. 1 of the 5 modules) Then consider different modules NIH vs VA Red - Facilitator Time & Attention needs to be parallel

Pre/Post & Done/Do:

What Veteran does the team need to discuss this week? [Is this a pre/post or done/do prompt] What viz tabs does the team need to decide this week? NIH & VA Red Facilitator (time & attention) Pre/post (done/do) (3 cycle iteration): data tabs: What Veteran does the team need to discuss this week? viz tabs: What team trend does the team need to discuss this week?

[5:18 PM] Zimmerman, Lindsey E. DECISION:

Done/Do review "We decided..." No change the to Red email templates all tailoring is done by facilititators in Dyanmics.

[5:19 PM] Zimmerman, Lindsey E. Facilitator Red > Part 1

va_part_1_say_data (3 sessions) va_part_1_say_viz (3 sessions) va_part_1_say_params (6 sessions)

mnallajerla commented 2 years ago

notes to incorporate into to-do above:

[ ] Make sure to have SP clinics Selections Info in Blue S2 and red part I
[ ] Make sure to have note about confirming Clinic Selections with team in red part I - figure out where is best

jamesmrollins commented 2 years ago

Hi @mnallajerla - I went through the folder and found these gifs that refer to the legacy Data UI. They seem very contextual, so the replacement function in the 3.0 Data UI may require some discussion between us or description that aligns with the new text in the session guides. Then I can reproduce these gifs in the same branch as the Sim UI gif updates and they can be pushed together.

[ ] data_ui_login.gif
[ ] data_ui_splashpage.gif
[ ] edit_excel.gif
[ ] facility_file_refresh.gif
[ ] master_dataui.gif
[ ] previous_clinic_list.gif
[ ] primary_diagnoses.png
[ ] session2_data_ui,gif
[ ] session2_data_ui_4_viz_diag.gif
[ ] session2_data_ui_4_viz_diag_mtl_2.0.gif
[ ] session3_data_ui_params.gif
[ ] spreferrals_tabs.gif
[ ] three_pop_ups.gif
[ ] vvc_filter.gif

mnallajerla commented 2 years ago

@jamesmrollins question answered in team meeting - we have redone all the necessary GIFs already.

@lijenn - Besides the relevant pre/post emails, I think we are actually done with this task! good to close?

lijenn commented 2 years ago

Agreed @mnallajerla! I have pre/post emails on my plate and am tracking.

mnallajerla commented 2 years ago

thank you @lijenn ! Please feel free to go ahead and close this card when you are done with that. I am all set from my end.

mnallajerla commented 2 years ago

Hi @lijenn - Thanks for all your support on this :) I believe this can be closed?

lzim / teampsd