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

[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
    • 📁
    • ⏺️ at 6:12 mark

• Guides

  • Guides general folder
  • Add Team Member to a 1Password Vault
    • 📁
    • 🎉

Legend

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

Location of draft guide.

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

[ExperimentsInHonesty]

@kcoronel - Camille and I reviewed the latest draft. See document for requested change.

[kcoronel]

Edited this issue to reflect the changes captured in hackforla/knowledgebase-content#63
Made the changes to draft guide

[ExperimentsInHonesty]

• Only thing remaining is defining Hack for LA's word choices (e.g., click or choose, right hand side, etc.). Define inclusive guidelines #31

[ExperimentsInHonesty]

@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

[kcoronel]

@ExperimentsInHonesty looking for more clarification here tomorrow 1/15

[ExperimentsInHonesty]

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

[ExperimentsInHonesty]

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