Research Issue Template: Research: Create Interview Roll Call and Session Table

[jianwangcat]

Overview

We need to create a template issue for Research: Create Interview Roll Call and Session Table, so that we can create Research: Create Interview Roll Call and Session Table, when we are ready and maintain consistency with the org (across projects) and the guides project.

Action Items

• copy the text below this item to a new comment

## Orginal draft from Resource 1.0

• Copy the example from Resource 1.0 (title and body) and add under the text you just pasted into the new comment and choose the Comment button
• create a new comment
• Edit the prior comment and copy everything from the prior comment into the new comment
• Replace the text ## Orginal draft from Resource 1.0 with

## New draft for guides project

• save the comment
• edit the last comment to customize to this project.
• review with product
• add template to template issue gallery

Resources

1.0 Research: Create Interview Roll Call and Session Table Create a spreadsheet to track interview sessions, including interviewers, interviewees, customized script links, and interview date and times.

[the-techgurl]

New draft for guides project

Guides: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table: Create

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 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 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 Search/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
      • Search [Replace YY] and replace all with research year (ie., "22" for 2022)
    • Research Plan Number
      • Search [Replace 000] and replace all with the research plan number (ie., "001" for RP001)
    • Type of Participant
      • Search [Replace TYPE OF PARTICIPANT] and replace all with the participant type (ex., "Intern")
    • Type of Interview
      • Search [Replace TYPE OF INTERVIEW] and replace all with the type of interview (ex., "Exit")
  • 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
    • Choose "Edit" in the title section
    • Copy and paste

    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table: Create` 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 an interview roll call and session table for RP[Replace 000] so that we can keep track of who we are interviewing, when, and related links.

During these tasks you will be asked to add link to the Resources/Instructions section, and that section is at the bottom of this issue (go view it now).

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
  • Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • Open the [Replace TYPE OF PARTICIPANT] Folder
  • Right-click on the RP[Replace 000] folder
  • Choose "Get Link" and "Copy link"
  • 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 RP[Replace 000]'s Interview Roll Call and Session Table
  • Open the template "TWE: Template: Interview Roll Call and Session Table" (Resources 1.03)
  • Choose the "Use Template" button to save it to your own drive
  • Rename the file by following the steps:
    • Copy

    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table
    

    • Choose "File" > "Rename", and paste the text you copied into the top field
    
  • Customize both the Training Roll Call Table and the Session Table sheets
    • Copy

    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call Table
    

    • Choose "Training Roll Call Table" tab
    • Choose the header row (row 1)
    • Choose all text in the formula bar (double click), paste the text you copied, replacing the original text
    • Copy

    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Session Table
    

    • Choose the "Session Table" tab
    • Choose the header row (row 1)
    • Choose all text in the formula bar (double click), paste the text you copied, replacing the original text
    • Copy

    [Replace TYPE OF PARTICIPANT]#
    

    • Choose cell C2 in "Session Table" tab
    • Choose all text in the formula bar (double click), paste the text you copied, replacing the original text
  • 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 Type > [Replace TYPE OF PARTICIPANT]> 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 # 2.03 link
    1. In the roll call and session table sheet, choose "Share" (upper right corner)
    2. Choose "copy link"
    3. Update Resource # 2.03 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

• 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 "Interview Recordings & Transcripts" 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 2.03 (both the text and URL) from this issue to the right of this new bullet (* ) in the "Interview Recordings & Transcripts" section
  • Choose "Save Page"
• Check if the "Roll Call and Session Table" (Resource # 2.03) spreadsheet you just created is saved in the correct research plan folder on Google drive (Resource 2.02)
• Review with UX Lead
• Product sign-off

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview
1.02 Google Drive Folder: Research by Type
1.03 TWE: Template: Interview Roll Call and Session Table

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 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table]