Workflow Modeling: [name of technology] #75

Overview

We need to model the workflows of [name technology] so that we can create guide making issues.

Action Items

• Setup Items
  • Check to see if there is a label for the epic, and if not create a label for [name of technology] (e.g., 1password, GithHub, Google Drive)
  • Create folder for guides
  • Create folder for recordings
• Setup complete
  • remove label: "Status: Setup Epic" add label "Status: Make Appt"
• Make appointment with member of admin team who is currently performing function (see resources).
  • remove label: "Status: Make Appt" add label "Status: Recording Tool Overview"
• Record reviewing the application with member of admin team who is currently performing function to determine all features we are using and might use.
  • remove label: "Recording Tool Overview" add label "Status: Upload Overview"
• Upload recording and transcripts to its folder.
  • remove label: Status: Upload Overview" and add label "Status: Identify Workflows
• create a list of workflows that will not need guides at this time and define the reason why (decision record).
• create a list of all workflows that will need guides.
• create folders inside the guides and recordings folders for each workflow
  • remove label: "Status: Identify workflows - Admin" and add label: "Status: Create Issues from Epic"
  • create issues for each workflow (using the guides creation template).
    • remove label: "Status: Create Issues from Epic" add label: "Status: Monitor Epic" and move to Start Here column
• Once the first guide is created, then use it to make a template for the other guides in this epic and link it below
• once each guide issue is complete and the guide is done, put a link to it in the Guides list below
• Add this epics label to the tracker. - on hold for now

Resources

• Admin team member currently performing function:

• [Guide Creation Issue template]

Folders

• Recordings & Transcripts
  • 📁Recordings general folder
  • 📁[INSERT NAME OF THE FOLDER YOU WILL CREATE]
  • Link to specific recording and transcript (add links to the emojis)
    • ⏺️
    • ✏️
• Guides
  • 📁Guides general folder
    • 📁[INSERT NAME AND LINK OF THE FOLDER YOU WILL CREATE]

Legend

📁 = Folder
✏️= Transcription
⏺️ = Recording
📝 = "As-Is": Transcript edited down to steps (no pictures, no focus on writing instructions for others)
👷‍♀️ = Draft Guide Take the write up, put it in the Guide template and screen shots (or notes that screen shots are needed) and start working on the language.
🎉= Completed Guide

Workflows that need guides now

Workflows that don't need guides now

• Name of Workflow:
  • Decision Record: