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Workflow Modeling: 1Password #6

Closed
20 of 27 tasks
glenflorendo opened this issue Jun 28, 2021 · 23 comments
Closed
20 of 27 tasks

Workflow Modeling: 1Password #6

glenflorendo opened this issue Jun 28, 2021 · 23 comments

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@glenflorendo
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glenflorendo commented Jun 28, 2021

Dependency

Finishing with each issue

Overview

We need to model the 1Password management workflows, so that we can automate and/or train new people to do them.

Action Items

  • Name all of the known workflows in this tool
  • Make appointment with member of admin team who is currently performing function
  • Record workflow demos
  • Send admin assignee the link to the recording
  • Upload recording to Google Drive
    • Notify Bonnie to remove file to free up her Zoom account space
  • Attach link to issue
  • Turn video transcript into step-by-step process confirmation
  • Perform feasibility analysis to determine if automation possible, considering technology, time, and cost
  • Depending on feasibility:
    • Make automation
    • Make a guide

Resources/Instructions

How to make a guide

Content for this guide

  • Permissions and rights (from 1Password)
    • Users
    • Admins
    • Owners
  • Workflows:
    • Add Team Members to 1Password Account ⏺️ 🎉
      • Next Steps:
        • Bonnie invites Camille
        • Camille will test out instructions and leave comments in the google doc.
        • Create issue for guide
        • Add Team Member to a 1Password Vault ⏺️ at 6:12 mark 🎉
      • Next Steps:
        • Bonnie invites Camille
        • Camille will test out instructions and leave comments in the google doc.
        • Create issue for guide
    • 1 password for non-profits renewal process ⏺️ at 10:37 mark
    • Determine their permission level and set
    • Removing Team Members from a 1Password Vault ✏️ ⏺️ 🎉
      • Next Steps:
        • Bonnie invites Camille
        • Camille will test out instructions and leave comments in the google doc.
        • Create issue for guide
    • Add Administrators to 1Password Account 🎉
      • Next Steps:
        • Bonnie add Camille to Admins
        • Camille checks to see if the guide is accurate and makes notes if its not.
        • Create issue for guide
    • Adding Owners to the 1Password Account
    • Creating a new vault ✏️ ⏺️ 🎉
    • Create issue for guide
    • Adding a logo to a 1Password Vault ✏️ ⏺️ 🎉

Decisions

  • Why we are not using 1Passwords tutorials 📁 ✏️ ⏺️
    • 1password tutorial instructions are
      • too brief, not enough screen shots and helping you get oriented
      • include options that we have already determined that we can't use (so reading them would cause confusion)
  • We are not going to make a tutorial for how to use the Travel Option right now, since we don't see an immediate need.

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

Where to store things
Google Shared Drive - 1Password recordings folder
Draft Guide

Prior issue on creating a guide for 1password hackforla/website#701

@glenflorendo glenflorendo added the documentation Improvements or additions to documentation label Jun 28, 2021
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@ExperimentsInHonesty
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ExperimentsInHonesty commented Aug 14, 2021

@karen to

  • Current todo are move the transcripts into text files and put in related folders for each process.
  • Deleting vault? - need to record myself
  • Add new workflow to list above for recovering member accounts when they get locked out or forget pw

Questions:
At what point do we create project vaults? PM meeting, etc?

@kcoronel
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kcoronel commented Aug 29, 2021

  • Update guide with this example and create one for each of the workflows
  • Add recording of recovering member account

@kcoronel
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kcoronel commented Sep 4, 2021

  • @ExperimentsInHonesty to review guides above
  • @kcoronel
    • add guides to Guide Tracker
    • create remaining guides
    • make sure each guide has its own folder in the directory you are storing it in
    • update Guide: Add Team Members to 1Password Account to
      • replace header by making a new one using this template and save it into the folder you have created
      • review all the comments made by Camilla
      • review Bonnie's edits
        • remake any issues where there is a yellow line, but its not needed to highlight a section of the screen shot. We use a black line around any screen shots (we do that in the doc).
      • Inform Bonnie when the revisions are made.
    • update Guide: Add Administrators to 1Password Account to
      • replace header by making a new one using this template and save it into the folder you have created
      • review all the comments made by Camilla
      • review Bonnie's edits
        • remake any issues where there is a yellow line, but its not needed to highlight a section of the screen shot. We use a black line around any screen shots (we do that in the doc).
      • Inform Bonnie when the revisions are made.
    • update Guide: Add Team Member to a 1Password Vault to
      • replace header by making a new one using this template and save it into the folder you have created
      • review Bonnie's edits
        • remake any issues where there is a yellow line, but its not needed to highlight a section of the screen shot. We use a black line around any screen shots (we do that in the doc).
      • Inform Bonnie when the revisions are made.
      • Camilla and I will need to review next week
    • update Removing Team Members from a 1Password Vault to
      • replace header by making a new one using this template and save it into the folder you have created
      • review Bonnie's edits
        • remake any issues where there is a yellow line, but its not needed to highlight a section of the screen shot. We use a black line around any screen shots (we do that in the doc).
      • Inform Bonnie when the revisions are made.

@ExperimentsInHonesty
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ExperimentsInHonesty commented Sep 5, 2021

The testing took 15 min per guide
The editing took 2.75 hours for four guides + notes, however, much of it will be reusable in the other 1password guides

@ExperimentsInHonesty
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We will need to make a separate issue for each guide, so that its easier for the guide team to track it.

@kcoronel
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@ExperimentsInHonesty to create a template for issue for each guide
@kcoronel to add one more checkbox to comment above

@kcoronel
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kcoronel commented Sep 28, 2021

Need to record with Bonnie: Adding Owners to the 1Password Account

@ExperimentsInHonesty I made revisions for the following, list of edits in comment above:
Guide: Add Team Members to 1Password Account
Guide: Add Administrators to 1Password Account
Guide: Add Team Member to a 1Password Vault
Removing Team Members from a 1Password Vault

New:
Create a New Vault
Add a logo

@kcoronel
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kcoronel commented Oct 2, 2021

Next Steps from 10/2 Meeting:

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Jan 15, 2022

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This issue has been closed and the epic label removed because its got replaced when we made issue hackforla/UI-UX#21

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