Create a Workflow Guide/Template: 1Password: Add Team Members to 1Password Account

[kcoronel]

Dependency

Creation of epic hackforla/UI-UX#21

Action Items

• Make appointment with member of admin team who is currently performing function.
  • remove label: "Status: Make Appt" add label: "Status: Record"
• Link folder for recording and guide in defined sections below (see Resources).
  • Record workflow demo
    • remove label: "Status: Record" add label: "Status: Upload"
• Upload recording and transcript.
  • link to folder, recording and transcript in the resources below
  • remove recording and transcripts from local or cloud storage
    • remove label: "Status: Upload" and add label: "Status: Create "As-Is"
• Make a guide
  • Turn video transcript into step-by-step process confirmation
    • remove label: "Status: Create "As-Is" add label: "Status: Review "As-Is""
• Admin reviews the "As-Is" adding missing steps or notes
  • remove label: "Status: Review "As-Is"" add label: "Status: Draft Guide"
• Make a Guide using guide template
  • remove label: "Status: Draft Guide" and label: "Status: Review Guide"
• Test guide with member of Admin team

Resources

• Admin team member currently performing function: Bonnie Wolfe

How to make a guide

• Template for creating guides - WIP
• UI/UX for Guides

Folders

• Recordings & Transcripts

  • Recordings general folder
  • Add Someone to 1Password, Add someone to Team Vault, 1Password Renewal
    • 📁
    • ⏺️

• Guides

  • Guides general folder
  • Add Team Members to 1Password Account
    • 📁
    • 🎉

Legend

📁 = Folder
✏️= Transcription
⏺️ = Recording
📝 = "As-Is"
🎉= Guide

Location of draft guide.

• Epic Issue Guide: Giving qualitative feedback on design UI-UX#21
• Add Team Members to 1Password Account

[ExperimentsInHonesty]

We made some minor changes and suggestions. Also we still need to make the language changes that we talked about

[kcoronel]

Replace "Follow the steps listed below" with "use the steps that follow"

[camille-kay]

Looks good. Only thing missing is a link to another guide which is still To-Do. @ExperimentsInHonesty Unsure if this should be moved to Ready for Placement or not in the meantime.

[ExperimentsInHonesty]

We need to change the instructions for this to indicate that the person should be added to the vault first, which issues an invitation, and makes sure that they are added to vault once confirmed. See new recording

[AubreySchiavone]

I requested access to the Google drive folders for the guides and recordings, so that I can review the guides :)