Feedback on Open Gov case study submission form

[jlberryhill]

Hi all -- thanks for pulling together the initial build for the case study submission form. Some feedback and questions below:

Feedback -I'm getting a series of php errors that appear right under the Start Your Submission box (see screenshot)

• When I click on the other sections of the form, a lot of PHP errors appear before the actual form fields begin (see screenshot)

• The "OECD OPEN GOV" text, image, and twitter feed up at the top looks a bit intrusive. Let's delete the Twitter feed for now, change the text casing to "OECD Open Government", and make the image 40% smaller. I also think it would be good to swap the placement of the image and the text, so the image comes to the left, and the text comes to the right (vertically align = center)

Questions

• Am I able to edit the case study form on the back-end at this point (such as the Welcome page text and text on the form itself?

[jlberryhill]

Forgot another question -- should I also be checking out the back-end WordPress Dashboard, where the cases will come in?

[conlaccento]

Hello @jlberryhill, thank you for your feedback.

• Sorry for the PHP notice, they are due to the work in progress on "Deliverable 2" and will disappear soon.

• Ok for Open Gov branding issues

• You can change the content of first page under Pages > Submit an Innovation – Open Government; the differences between the two forms currently are hardcoded, as the original form is: do you need a graphic interface to edit them?

• You can check the WP Dashboard: both the form create a new post under Case study, and an admin can choose the assignment selecting OECD, Open Gov or both.

[jlberryhill]

Hi all -- I went through the form. My thoughts below:

Overall:

• When I click save, the form reverts back to the OPSI case study form (the URL changes to /case-study-form/ (not open gov)

• For each open-ended question on the form, there is a link where a user can see sample text. The Open Gov team will need to tailor the text for their case study platform. Could you please create a second set of fields (under Theme Settings on the Dashboard)

• There are a number of automatic emails that go out (e.g., a submitter gets an email when their case is published). This is also in the Theme Settings page. Could you please duplicate this so Open Gov can customize their own emails?

• Could you please change "opsi@oecd.org" to "opengov@oecd.org" on the page footers (by the Back, Save, Next buttons)

Before You Begin page:

• Could you please duplicate the pages for the links "Explore what an innovation is and is not", "Review the submission, review and publication process", and "Review the innovation criteria for acceptance" so the Open Gov team can tailor the content on those pages.

Innovation Owner page

• I do not believe that this page is needed for the Open Gov form. We need it for the OPSI form because our cases must be related to the public sector, but the Open Gov team is less concerned about this. The name and email address are already known because only users who are logged in may submit a case.

Organisation Details page

• Please delete " & background (NGO, private company etc)"

• Please insert a new drop-down field under "Organisation Name" called "Organisation Type". The Options would be "Government", "Non-Governmental Organisation (NGO)", "International Organisation", "Academia", "Private Sector",

• Please change "Level of Government / Organisation" to "Level of Government". Please make it so that this question is only asked it the user answers "Government" to the previous question.

Innovation Summary page

• Just a reminder - the Open Gov team will have a different set of tags. I will check on this and get you the final list.

Innovation Description page

• The Open Gov team does not need that "Innovation Status" questions -- could you please eliminate this?

• Since the main question for this page ha sbeen delete, there is only one question left on the page, which would seem odd. Could you please move the "What Makes Your Project Innovative?" question to the Innovation Summary, then delete the Innovation Description page (since there would be no questions left on this page). Then, please rename the Innovation Summary page to "Innovation Description"

Innovation Reflections page Please change "Challenges and Failures" to just "Challenges"

Thanks!!

[jlberryhill]

One more think @conlaccento -- the Open Gov team wants to add one more minor field.

After the innovation tags, could you please add the questions "Is this case part of Open Government Partnership action plan in your country?" With a radio button box for Yes/No

Thanks!

[conlaccento]

I just endend up with those fixes: all done except the one regarding the Innovation description page.

The fields are structured in groups, each group is a step of the form. For this architectural reason I can't move fields beetwen groups.

[jlberryhill]

Hi @conlaccento -- I've been away on travel but an now looking through all of the deliverables. I've broken down my feedback for the submission form below:

Feedback item #1:

For the submission form, there is a "Submit" button on every page. However, the submit button should only appear on the "Questionnaire Feedback & Misc" page. Like on the OPSI case study form (https://oecd-opsi.org/case-study-form), all pages leading up to the Questionnaire page should have "Back", "Save", and "Next". Please see screenshots below.

How it is now:

How it should be:

Tags The OPSI case study platform and the Open Gov case study platform will use an entirely different set of tags. It appears that you have added both sets of tags to "Innovation Tags" list in the back-end. This will not be sufficient, as now there is just a very big mashup of both tag sets. We have discussed this a lot with @marcochiesi, whi may be able to explain further.

Innovation Description page There are two empty fields. Could you please delete these? (see screenshot below)

[conlaccento]

Hi @jlberryhill, I fixed both the situations. About the Innovation tags I duplicate the taxonomy, so each set of tags can be managed indipendently.

[jlberryhill]

Hi @conlaccento -- The Open Gov team has requested some textual changes to their form (OPSI form would remain the same).

For the "Innovation Overview" field, please replace:

"The Innovation Overview is an overview of the project and outcomes. If you've already written a report about your project, this could also be your abstract or one-pager. This should summarize all of the information for the innovation at a high level. You will have the opportunity to elaborate on some of the details later in the submission. In approximately 3-4 paragraphs (maximum 5,000 characters), please tell us:"

with:

"The Innovation Overview is an overview of the project and outcomes. You will have the opportunity to elaborate on some of the details later in the submission. In a maximum of 5,000 characters, please tell us:"

Please also replace the bullets below this with the following bullets:

• What challenge the innovation addresses or what opportunity was taken advantage of

• Objectives for this innovation

• Who benefited from the innovation

• How is the innovation envisioned to be sustained? Scaled-up? Replicated?

**For the "Challenges" field Please replace "Describe what challenges have been faces, and potentially what failures have occurred (maximum 1,000 characters)."

with

"Describe what challenges have been encountered during design and/or implementation of the innovation (maximum 1,000 characters)."

Please delete the newsletter signup option

[jlberryhill]

@conlaccento -- I'm still seeing two empty fields on the Innovation Description page, right above the Back/Save/Next box (screenshot below).

There is also a blank field under the Innovation Overview field (above the tags). See screenshot below.

The navigation buttons (BackSave/Next) are not really functioning like they should be.

• When I am on the Organisation Details page and I click "Next", it takes me to Innovation Description (skipping Innovation Summary)

• When I am on the Innovation Description page, nothing happens when I click Next. When I click Back, it takes me to Organisation Details (again skipping Innovation Summary).

• When I am on the Innovation Development page, the Next button takes me to the Innovation Description page (which is backwards).

• When I am on the Innovation Reflections page, the Next button takes me to the Innovation Description page (which is two pages backwards).

(I stopped checking. It seems that nearly all of the Back and Next buttons are off).

When I go to edit an Open Gov case from the Innovations tab in my user profile, it tries to edit it using the OPSI form, not the Open Gov form.

[conlaccento]

All issues are done, except the last point.

What behaviour do you expect when try to edit a case that belong to both types (Opsi and OpenGov)?

[jlberryhill]

Thanks, @conlaccento.

Your last question is a good one. For case studies that only belong to one Case Type, could you please have them open to edit using the form of that case type. For example, I just used the Open Gov form to submit a case called "inno title here". When I view it under the Innovations tab in my profile, and I click edit, it opens the case in the OPSI form. Instead, this should open in the Open Gov form, since it is only the Open Gov case type.

For cases that have been cross-posted (e.g., are both case types), would it be possible to make it so that they open with the original case type? In this sense, I suppose there would be a Primary cas type (the original one) and a secondary case type (one that was added afterwards). The default submission form for a case in editing would be the one associated with the Primary case type.

I just got a batch of feedback from the Open Gov team. I will look through it an circle back.

[jlberryhill]

Hi @conlaccento -- I received some user testing feedback from the Open Gov team (below.

I think there is something generally misconfigured with the open gov admin permisisons group.

• They are now able to access the submission form, but most other links send them to their Edit Profile page. For example, when they click on one of the links on the "Before You Begin" page, it takes them to the Edit Profile page instead of the linked page.

• In addition, most of the menu items do not show up: (screenshot below). While we want the back-end to be fairly restricted for the Open Gov folks, they should have full browsing ability on the front-end, just like any regular user and any logged-in users.

It does not seem possible to upload images and file. ALL registered users (even "Pending") should be able to upload images and files through the submission form

[jlberryhill]

Hi @conlaccento -- Strangely, the footer menu is showing a ton of links that arent supposed to be showing up.

This should mirror the OPSI website at https://oecd-opsi.org.

[jlberryhill]

Hi @conlaccento -- encountering strange error on the submission form page (see screenshot). The error reads, "Failed to load plugin: paste from url https://staging.oecd-opsi.org/wp-includes/js/tinymce/plugins/paste/plugin.min.js"

[conlaccento]

Hi @conlaccento -- I received some user testing feedback from the Open Gov team (below.

I think there is something generally misconfigured with the open gov admin permisisons group.

* They are now able to access the submission form, but most other links send them to their Edit Profile page. For example, when they click on one of the links on the "Before You Begin" page, it takes them to the Edit Profile page instead of the linked page.
  ![capture3](https://user-images.githubusercontent.com/7728105/47783633-8624d000-dd03-11e8-9eb4-3b09c0d93748.PNG)

* In addition, most of the menu items do not show up: (screenshot below). While we want the back-end to be fairly restricted for the Open Gov folks, they should have full browsing ability on the front-end, just like any regular user and any logged-in users.

It does not seem possible to upload images and file. ALL registered users (even "Pending") should be able to upload images and files through the submission form

Hi @jlberryhill, I made several test and fix those issues regarding taxonomies management and page restrictions for OpenGov admin: now everything should works as expected.

[jlberryhill]

Hi @conlaccento,

Thanks! I am logged into account TestUser123, which is a member of the Open Gov Admin permissions group. The "Explore what an innovation is and is not" link still sends me to a page to edit my profile, but the other links work.

When I am not logged in at all, OR when I am logged in as an Open Gov Admin, most of the menu links on the top of the page still do not show up. When I am logged in with an account that is not open gov admin, I see the full menu, as I should (second screenshot).

I am getting a PHP error at the top of all pages (screenshot below).

Also getting some PHP errors on the case study submisison form page.

When I am logged into a regular user account (OpenGov3 -- not an open gov admin account), I am unabl to upload images and files (screenshot below).

[conlaccento]

Thanks, @conlaccento.

Your last question is a good one. For case studies that only belong to one Case Type, could you please have them open to edit using the form of that case type. For example, I just used the Open Gov form to submit a case called "inno title here". When I view it under the Innovations tab in my profile, and I click edit, it opens the case in the OPSI form. Instead, this should open in the Open Gov form, since it is only the Open Gov case type.

For cases that have been cross-posted (e.g., are both case types), would it be possible to make it so that they open with the original case type? In this sense, I suppose there would be a Primary cas type (the original one) and a secondary case type (one that was added afterwards). The default submission form for a case in editing would be the one associated with the Primary case type.

I just got a batch of feedback from the Open Gov team. I will look through it an circle back.

Now there's a field called "Primary type", that is setted automatically to their first case type value, but can be changed from backend. The field value decide which form to use for editing.

[conlaccento]

About other issues I think they was all due to our work in progress, currently I can't replicate them.

This thread is becoming very long, if you have further issues to notify please open a new issue for each of them.