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Create a Workflow Guide/Template: 1Password: Add a Team Member to the Project Vault #23

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kcoronel opened this issue Oct 9, 2021 · 8 comments
Open
17 tasks done

Create a Workflow Guide/Template: 1Password: Add a Team Member to the Project Vault #23

kcoronel opened this issue Oct 9, 2021 · 8 comments
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1.6-Status: Draft Guide CoP: Admin epic: 1password feature: guide creation

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@kcoronel
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kcoronel commented Oct 9, 2021 •
edited by ExperimentsInHonesty
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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

Folders

Legend

📁 = Folder
✏️= Transcription
⏺️ = Recording
📝 = Writeup
🎉= Guide

Location of draft guide.
@ExperimentsInHonesty ExperimentsInHonesty changed the title Add Team Member to a 1Password Vault Guide Guide: 1Password: Add Team Member Vault Oct 9, 2021
@ExperimentsInHonesty
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@kcoronel - Camille and I reviewed the latest draft. See document for requested change.

@ExperimentsInHonesty ExperimentsInHonesty changed the title Guide: 1Password: Add Team Member Vault Guide: 1Password: Add a Team Member to the Project vault Oct 10, 2021
@kcoronel
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kcoronel commented Oct 18, 2021 •
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Edited this issue to reflect the changes captured in hackforla/knowledgebase-content#63
Made the changes to draft guide

@kcoronel kcoronel changed the title Guide: 1Password: Add a Team Member to the Project vault Guide: 1Password: Add a Team Member to the Project Vault Oct 18, 2021
@kcoronel kcoronel mentioned this issue Oct 30, 2021
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@ExperimentsInHonesty
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ExperimentsInHonesty commented Oct 31, 2021 •
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ExperimentsInHonesty commented Jan 9, 2022 •
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@kcoronel I added a note next to your question with new wording and some other notes. Some changes are the same between this and hackforla/UI-UX#23

@ExperimentsInHonesty ExperimentsInHonesty mentioned this issue Jan 9, 2022
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@kcoronel
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@ExperimentsInHonesty looking for more clarification here tomorrow 1/15

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Both Camille and Bonnie have signed off on this guide. Its ready for placement

@ExperimentsInHonesty ExperimentsInHonesty added the TG: Place Guide Decide where links to the guide should go label Jan 23, 2022
@ExperimentsInHonesty ExperimentsInHonesty self-assigned this Jan 23, 2022
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We need to change the instructions for this to indicate that this guide should be used if the person already is a member of hackforla 1password, and they need to be added to a second vault

@ExperimentsInHonesty ExperimentsInHonesty moved this to Final Formatting Required in P: Guides: Tracker of issues in CoPs May 31, 2024
@fchan218 fchan218 mentioned this issue Oct 18, 2024
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@Aditya23soni Aditya23soni changed the title Guide: 1Password: Add a Team Member to the Project Vault Create a Workflow Guide/Template: 1Password: Add a Team Member to the Project Vault Oct 25, 2024
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1.6-Status: Draft Guide CoP: Admin epic: 1password feature: guide creation
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Status: Final Formatting Required
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@ExperimentsInHonesty @kcoronel @camille-kay @edwardsarah