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TWE: Create Template Issue: Update Wiki Page #593

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21 of 34 tasks
pandanista opened this issue May 29, 2024 · 10 comments
Open
21 of 34 tasks

TWE: Create Template Issue: Update Wiki Page #593

pandanista opened this issue May 29, 2024 · 10 comments
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complexity: medium feature: research All issues involving research feature: template creation (step 1) issue to create a new template (see other labels with test in them) p-feature: wiki Participant Type: TWE Team Member PBV: research all issues for the research team Ready for product When the issue is ready for product team to review role: UI/UX research size: 1pt Can be done in 6 hours status: template testing (step 2b) added to issue in the questions column after a test issue has been made/linked

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@pandanista
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pandanista commented May 29, 2024

Overview

We need to create a template issue for [TWE: Research: Wiki Page: Update (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.

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.
    • Search for [TWE: Research: Wiki Page: Update] by using the browser search (Mac: ⌘+F; PC: Ctrl+F)
    • 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.

  • Under Assignees, assign yourself.
  • Under Projects, choose gear, choose Repository, and choose TWE Project Management.
  • Add the milestone: Project Management
  • 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".

  • Copy resource 1.01 Content to copy for draft to a new comment on this issue.
  • 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.
    • Name
    • About
    • Title
    • Labels
  • Define any Dependencies (or remove the dependency section if there is no dependency)
  • Customize the Overview section
  • Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
    • 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
    • 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
      • The links in the resources section provided by the issue creator should be in the same order as the Action Items
      • 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).
    • Number each resource in the order each resource appears in the Action Items
      • Group resources into numbers and decimals (e.g., Resource 1.01, Resource 2.01)
      • 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 section (e.g., Resource 2.01, Resource 2.02, Resource 2.03)
  • 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.
    • If there is a template
      • Add a link to the template into the #### Resources for creating this issue section of your draft
    • If there is no template yet
      • Put a placeholder into the #### Resources for creating this issue section of the draft [TWE: Template Issue: [Role]: [Replace ACTION VERB][Replace DIRECT OBJECT]
  • Get sign-off by Product on the draft

If this is for a template draft that needs testing at a later stage, please use the following handoff steps:

  • Add feature: template creation (step 1) to this issue
  • Once the template draft is finished, assign a team member or yourself to create testing issues
  • Once the testings issues are completed, get sign-off by Product on the template draft
  • Create or update 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 Get 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: Research: Wiki Page: Update`
---
**name:** TWE: Template Issue: [Replace ROLE]: [Replace ACTION VERB][Replace DIRECT OBJECT]
**about:** This issue helps you structure your template issue to be consistent with our other template issues in [Replace DIRECT OBJECT]
** title:** TWE: [Replace ROLE]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]
**labels:** 'feature: board / google drive / tools, feature: missing, milestone: missing, role: missing, size: missing', 'Participant Type: 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
    - [ ] 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 
    - [ ] 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, coding, 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

    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 below)
    • labels: (choose the labels that will be the same each time, and choose missing labels for the ones that depend on content)
    • assignees:
    Front Matter Field Example
    • name: 'TWE: Template Issue: Research: Create Roadmap'
    • about: This issue helps you structure your template issue to be consistent with our other template issues in roadmap
    • 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

    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
    
    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 by role pages

Resources gathered during the completion of this issue

  • 2.01 [TWE: [Replace ROLE]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]]([Replace LINK])
@pandanista pandanista changed the title TWE: Create Template Issue: [name of template] TWE: Create Template Issue: Update Wiki Page May 29, 2024
@pandanista pandanista added this to the 03 - Project Management milestone May 29, 2024
@pandanista pandanista added role: UI/UX research p-feature: wiki feature: template creation (step 1) issue to create a new template (see other labels with test in them) feature: research All issues involving research and removed feature: board / google drive / tools clean or setup issues labels May 29, 2024
@pandanista
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pandanista commented May 29, 2024

Revised Update Wiki Page Template


name: TWE: Template Issue: Research: Update Wiki Page
about: This issue helps you structure your template issue to be consistent with our other template issues in research wiki page updates
title: TWE: Research: [Replace TITLE of RESEARCH]: Update Wiki Page
labels: 'feature: research', 'feature: research audits', 'p-feature: wiki', 'Participant Type: missing', 'Research 000: missing', 'size: 1pt', 'role: UI/UX research', 'milestone: missing'
assignees:


Instructions for creating this issue

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.

  • Customize the issue
    • Open the "Research Output Overview" wiki page (Resource # 1.01)
    • Choose the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
    • Use the information on the wiki page and in research roadmaps or research plans to customize this issue
    • Copy and paste entire template text in this issue into text editor (i.e., "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")
      • Research Plan Name
        • Find/Replace [Replace TITLE OF RESEARCH] with the research plan name on the wiki page or the research plan folder (ex: “Intern Intake Interview” or “Mentor Exit Interview”)
    • Copy and paste the edited template from text editor back into this Github Issue, replacing the 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]: Research: Update Wiki Page
      
      • Choose "Edit" in the title section
      • Paste what 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 Screenshot 2023-01-11 at 10 50 11 AM, and apply the label Research: RP[Replace 000]
    • Under Labels, choose gear Screenshot 2023-01-11 at 10 50 11 AM, and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
    • Remove the Research 000: missing and Participant Type: missing labels
    • Under Projects, choose gear Screenshot 2023-01-11 at 10 50 11 AM, choose Repository, and choose TWE: Project Board
    • Add the milestone: choose gear Screenshot 2023-01-11 at 10 50 11 AM, and choose Research Audit and Update Wiki Page
    • 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

We need to review and update the wiki page for [Replace TITLE of RESEARCH] so that we can stay organized, consistent, and up-to-date on the wiki.

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.

Action Items

Customize Resource Links

  • Customize Resource for Wiki Page Link
    • Go to the wiki page: Research Output Overview (Resources # 1.01)
    • Scroll down to the section Research by Plan Number
    • Open the hyperlink Research Plans, sorted by number (Resources # 1.02)
    • Locate the Research Plan you attempt to update the wiki page, often titled as Research Plan [Replace 000]: [Replace TITLE of RESEARCH]
    • Open the wiki page of Research Plan [Replace 000]
    • Copy the URL of the wiki page of Research Plan [Replace 000]
    • Return to the issue you are working on
    • Choose three dots Screenshot 2024-06-26 at 3 25 09 PM and Edit in this comment
    • In Resource # 2.01, place the link you just copied between 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
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for the Research Plan's folder on Google Drive
    • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name (Resources # 1.03)
    • Go to the research plan folder of RP[Replace 000]
    • Right-click on the RP[Replace 000] folder
    • Choose "Get Link"
    • Choose "Copy link" and "Done"
    • In Resource # 2.02, place the link you just copied between 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
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Review files in RP[Replace 000] folder on Google Drive

  • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
  • Review all files in the folder of RP[Replace 000] to get familiar with this research plan
  • Gather information regarding RP[Replace 000] that will be reflected in the wiki page update

Update Wiki Page (Resources # 2.01)

  • Open the link in Resources # 2.01 if it is not open
  • Initiate an update on wiki page
    • Choose "Edit" in the title section
  • Update the research agenda on wiki page
    • Update Proposed Research Agenda
      • Update date information for Start, Data Collected and End based on the information gathered from reviewing files in RP[Replace 000] folder on Google Drive
      • Choose Save page to save any changes made
  • Update research plan details and status on wiki page
    • Update Summary of Research
      • Update Question
      • Update Purpose
      • Update Methods
      • Choose Save page to save any changes made
    • Update Current Status
    • Choose Save page to save any changes made
  • Check all issues related to this research plan
    • Check issue labels
      • Choose Resources # 1.04
      • Go over all issues related to RP[Replace 000] (both open and closed)
      • Check the consistency in the language describing the research plan (e.g., "intake" vs. "onboarding")
        • Correct any inconsistency in description language
      • Check if all issues related toRP[Replace 000] have the correct label Research: RP[Replace 000]
        • Add the correct label if the research plan number label is missing
        • Correct any incorrect research plan number label
    • Check All Issues section on the wiki page
      • Go back to the RP[Replace 000] wiki page (Resources # 2.01)
      • Open the link of Label: Research RP[Replace 000] in the All Issuessection
      • Check if this link correctly identifies all issues related to this RP (both open and closed)
  • Update research outstanding tasks on wiki page
    • Update Outstanding Task Items by removing the items that have been completed and updating the status for the items that are working in progress or to be completed
    • Choose Save page to save any changes made
  • Update assets section on wiki page
    • Update the link in Type folder
      • Go to the Shared Drives > Internship > Internships > Research (Resources # 1.03)
      • Choose Research by Participant Type folder
      • Choose [Replace TYPE OF PARTICIPANT]
      • Copy the sharable link of the folder
      • Update with the name of [Replace TYPE OF PARTICIPANT] folder on wiki page
      • Paste the link you copied in () at the end so it becomes a hyperlink
      • Choose Save page to save any changes made
    • Update the the link in RP folder
      • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
      • Copy the sharable link of RP[Replace 000] folder
      • Update the RP### with RP[Replace 000] on the wiki page
      • Paste the link you copied in () at the end so it becomes a hyperlink
        - Update the links under Research Plan section
      • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
      • Find the updated research plan document, often titled as TWE: IS[Replace 00]:RP[Replace 000]:[Replace the TITLE of Reserach] Research Plan
      • Copy the sharable link of the updated research plan document
      • Update with the name and link of Research Plan
      • Leave it blank if there is no research plan in the Google Drive
        - Update the links under Scripts
      • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
      • Find all updated script documents, often titled as TWE:IS[Replace 00]:RP[Replace 000]:[Replace TITLE of RESEARCH] Script/Form
      • Copy the sharable link(s) of the updated script documents
      • Update the link(s) for Scripts
      • Leave it blank if there is no script in the Google Drive
        - Update the links under Interview Recordings & Transcripts (for qualitative data) or Survey (for quantitative data)
      • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
      • Find all updated, de-identified interview recordings & transcripts OR survey documents
      • Copy the sharable link(s) of all updated, de-identified interview recordings & transcript OR survey documents
      • Update the link(s) for Interview Recordings & Transcripts OR Survey
      • Leave it blank if there is no such assets in the Google Drive
        - Update the links under Synthesis
      • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
      • Find the updated synthesis documents, often titled as TWE:IS[Replace 00]:RP[Replace 000]:[Replace TITLE of RESEARCH] Report
      • Copy the sharable link of the updated synthesis document
      • Update the link for Synthesis
      • Leave it blank if there is no update in the Google Drive
        - Update the links under Presentation of Findings
      • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
      • Find the updated presentation documents, often titled as TWE:IS[Replace 00]:RP[Replace 000]:[Replace TITLE of RESEARCH] Presentation
      • Copy the sharable link of the updated presentation document
      • Update the link for Presentation of Findings
      • Leave it blank if there is no update in the Google Drive
        - Update the links under Action Items Spreadsheet
      • Go to the Shared Drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] folder (Resources # 2.02)
      • Find the updated action item spreadsheet, often titled as TWE:IS[Replace 00]:RP[Replace 000]Action Steps:[Replace TITLE of RESEARCH]
      • Copy the sharable link of the updated action item spreadsheet
      • Leave it blank if there is no update in the Google Drive
      • Choose Save page to save any changes made
  • Update Related Wiki Pages
    • Copy the URL of Research Home Page (Resources # 1.05)
    • Paste behind the Research Home Page in () so it becomes a hyperlink
    • Copy the URL of Research Output Overview (Resources # 1.01)
    • Paste behind the Research Output Overview in () so it becomes a hyperlink
  • Ask Research Lead to Review the Updated Wiki Page
  • Ask Product Team to Review the Updated Wiki Page

Resources/Instructions

Resources for creating this issue

1.01 Research Output Overview
1.02 Research: Plans: by Number
1.03 Google Drive, Research Folder
1.04 Internship issues direct link
1.05 Research Home Page

Resources gathered during the completion of this issue

2.01 [RP[Replace 000]: Wiki Page]
2.02 [RP[Replace 000]: Research Folder on Google Drive]

@pandanista
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pandanista commented May 29, 2024

Need to update the template above further by adding customize the issue and customize the settings sections, then we will update the order of the resources if needed.

See this comment for more info.

@pandanista
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@jinyan0425 Would you mind finish updating this wiki page update template? Thank you.

@jinyan0425
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jinyan0425 commented Jun 20, 2024

@jinyan0425 Would you mind finish updating this wiki page update template? Thank you.

@pandanista I have added the customization sections and reordered the sources as needed.

@jinyan0425 jinyan0425 moved this from In progress (actively working) to Questions/Review in P: TWE: Project Board Jun 20, 2024
@pandanista
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For the update wiki page template, there is an action item that asks the assignee to link the issues related to the RP### label. I'd like to get some clarification on the scope of the action item.

  • Does it only ask the assignee to use the Feature: RP008 to check and see if they are all labelled correctly using the RP###?
  • Does the assignee check all open and closed issues using Internship issues direct link to check all the issues?

@pandanista pandanista added Ready for product When the issue is ready for product team to review and removed ready for research lead labels Jun 27, 2024
@jinyan0425

This comment was marked as resolved.

@ExperimentsInHonesty
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@jinyan0425 Next step is to test this issue using this testing template Once you have created the testing issue, add the link to a new comment here and the label status: template testing (step 2b) to this issue.

@ExperimentsInHonesty ExperimentsInHonesty removed the Ready for product When the issue is ready for product team to review label Aug 8, 2024
@ExperimentsInHonesty ExperimentsInHonesty moved this from Questions/Review to In progress (actively working) in P: TWE: Project Board Aug 8, 2024
@pandanista
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I updated thetesting template, and some of the changes include:

  • Correcting feature: test a template (step 2a) to feature: template test (step 3) since the step 3 label needs to be added to any new testing issues assignees create instead of step 2a;
  • Adding status: template testing (step 2b) to the create template draft issue in the instructions.

@jinyan0425 Let me know if we need to make more changes to the testing template while you set it up. Thank you.

@jinyan0425 jinyan0425 added the status: template testing (step 2b) added to issue in the questions column after a test issue has been made/linked label Aug 13, 2024
@jinyan0425 jinyan0425 moved this from Questions/Review to In progress (actively working) in P: TWE: Project Board Sep 25, 2024
@jinyan0425
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jinyan0425 commented Sep 27, 2024

Shall we move this to the ICEBOX? @pandanista Could you please check this with Bonnie next week? If so, please move it to the ICEBOX. Thank you!

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@ExperimentsInHonesty ExperimentsInHonesty added the Ready for product When the issue is ready for product team to review label Nov 21, 2024
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Labels
complexity: medium feature: research All issues involving research feature: template creation (step 1) issue to create a new template (see other labels with test in them) p-feature: wiki Participant Type: TWE Team Member PBV: research all issues for the research team Ready for product When the issue is ready for product team to review role: UI/UX research size: 1pt Can be done in 6 hours status: template testing (step 2b) added to issue in the questions column after a test issue has been made/linked
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Status: Questions/Review
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