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TWE: Template Issue: Research: Consent Documents for Participants over 18: Create #368

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24 of 31 tasks
Tracked by #318
pandanista opened this issue Feb 16, 2023 · 8 comments
Open
24 of 31 tasks
Tracked by #318
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complexity: large feature: research All issues involving research feature: template Participant Type: All Ready for product When the issue is ready for product team to review role: UX research lead size: 1pt Can be done in 6 hours status: template testing (step 2b) added to issue in the questions column after a test issue has been made/linked

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@pandanista
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pandanista commented Feb 16, 2023

Overview

We need to create a template issue for TWE: Research: Consent Documents for Study Participants over the age of 18: Create so that we have a consistent, transparent, defined, and self-supporting structure for people creating them.

Action Items

Customize this issue

  • Customize this issue by adding the Name of Issue Template.
    • Note: An issue template's name is different from the issue title created from the template.
    • Search for TWE: Research: Consent Documents for Study Participants over the age of 18: Create by using the browser search (Mac: ⌘+F; PC: Ctrl+F)
    • Replace the keyword string (including text and the brackets) below with the name of your issue template according to the template naming convention: TWE: Role: Direct object: Action verb
      • The role is the primary owner of the issue template (e.g., Research, Design, Product)
      • Direct object should be the item that we're updating or working on (e.g., Wiki, Interviews, Roadmap)
      • Action verb should be the main descriptor of the action items (e.g., Update, Create, Transcribe)

Customize the issue settings (located in right sidebar)

Change the issue settings to ensure the issue is properly categorized and easy to manage.

  • Under Assignees, assign yourself.
  • Under Projects, choose gear, choose Repository, and choose TWE Project Management.
  • Add the milestone: Project Management
  • Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.

Customize template draft

Create a draft of new template, which will be known as our "draft".

  • Copy resource 1.01 Content to copy for draft to a new comment on this issue.
  • In your draft, fill out the top part (called front matter) with the following information. See resource 1.02 Front Matter Resources section below for definitions and examples.
    • Name
    • About
    • Title
    • Labels
  • Define any Dependencies (or remove the dependency section if there is no dependency)
  • Customize the Overview section
  • Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
    • The person working on this issue might be new to the org, so the issue should be able to be worked on without any prior knowledge
    • If the person needs to add links, or put documents in specific locations, the place where they can do that action must be linked in the resources section
      • The links in the resources section provided by the issue creator should be in the same order as the Action Items
      • Refer to resource 1.03 Example Action Items for Finding Wiki Page and Template for an example of how to write clear instructions that avoid compound steps (steps within a step).
    • Number each resource in the order each resource appears in the Action Items
      • Group resources into numbers and decimals (e.g., Resource 1.01, Resource 2.01)
      • Group the resources based on whether they are available when making the issues or they need to be created from this issue
        • If the resource is available, then group it under the Resources for creating this issue section (e.g., Resource 1.01, Resource 1.02, Resource 1.03)
        • If the resource will be delivered or created from this issue, then group it under the Resource links gathered during the making of this issue (e.g., Resource 2.01, Resource 2.02, Resource 2.03)
  • If documents or folders (sheets, docs, presentations, dashboard, etc.) will be created, find the document template that should be used by checking resource 1.04 WIKI Templates by role pages.
    • If there is a template
      • Add a link to the template into the #### Resources for creating this issue section of your draft
    • If there is no template yet
      • Put a placeholder into the #### Resources for creating this issue section of the draft [TWE: Template Issue: Role: [Replace ACTION VERB][Replace DIRECT OBJECT]
  • Get sign-off by Product on the draft
  • Create the template issue on the repo if needed
  • Add the link to the new issue template once created to resource 2.01. Find by clicking on the Getting started button to the right of the new template listed on new issue page
  • Update the appropriate place in the wiki for your template (see resources section)

Resources/Instructions

Resources for creating this issue

  • 1.01 Content to copy for draft
Draft of template issue for `TWE: Research: Consent Documents for Study Participants over the age of 18: Create`
---
**name:** TWE: Template Issue: [Replace ROLE]: [Replace ACTION VERB][Replace DIRECT OBJECT]
**about:** This issue helps you structure your template issue to be consistent with our other template issues in [Replace DIRECT OBJECT]
** title:** TWE: [Replace ROLE]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]
**labels:** 'feature: board / google drive / tools, feature: missing, milestone: missing, role: missing, size: missing', 'Participant Type: missing', 'complexity: missing'
**assignees:**

---
#### Instructions for creating this issue
The person who creates this issue should use these links to add links to the resources section and customize this issue
- Customize the issue
    - [ ] Copy and paste entire template text in this issue into text editor (ie., "TextEdit" on _Mac_, "Wordpad" on _PC_)
    - Use Find/Replace (**Mac:** ⌘+F or **PC**: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values 
    - [ ] Search for `[Replace`
    - [ ] Replace with whatever the keyword or information is asking for.
- Customize the issue settings (located in right sidebar)
    - [ ] Under Labels, add labels for any labels identified as missing
    - [ ] Remove the corresponding missing labels
    - [ ] Under Projects, choose gear, choose "Repository," and choose TWE Project Management.
    - [ ] Add the milestone: [Replace MILESTONE]
    - [ ] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.
- Customize dependencies 
    - [ ] If no dependencies, delete dependency section
    - [ ] If dependencies, add the dependencies (any issue or reason that would prevent the action items from being completed)
- Remove this section.
    - [ ] Delete this section when all the checkboxes above are complete (i.e., the issue assignee will never see this part)

### Dependencies

### Overview
We need to [Replace ACTION VERB] [Replace DIRECT OBJECT] for [Replace REASON].

### Action Items
A STEP BY STEP LIST OF ALL THE TASK ITEMS THAT YOU CAN THINK OF NOW EXAMPLES INCLUDE: Research, reporting, coding, etc.

### Resources
#### Resources for creating this issue
1.01
1.02

#### Resources gathered during the completion of this issue
2.01
2.02
  • 1.02 Front Matter Resources

    Front Matter Fields and Meaning
    • name: (name that appear on the new issue tab)
    • about: (is the description that appears next to the issue template on the new issue tab)
    • title: (the title that appears when the issue is created. User then customizes this title for their issue)
      • Use the naming convention: TWE: Role: Direct object: Action verb
      • If more than one word should go into the direct object spot, use multiple square brackets with the keyword (see example below)
    • labels: (choose the labels that will be the same each time, and choose missing labels for the ones that depend on content)
    • assignees:
    Front Matter Field Example
    • name: 'TWE: Template Issue: Research: Create Roadmap'
    • about: This issue helps you structure your template issue to be consistent with our other template issues in roadmap
    • title: 'TWE: Research: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF RESEARCH METHOD]: Roadmap : Create'
    • labels: 'feature: research', 'feature: roadmap', 'milestone: missing', 'role: UI/UX research', 'Participant Type: missing', 'Research 000: missing', 'complexity: missing'
    • 'size: 0.50pt'
    • assignees: ''
  • 1.03 Example Action Items for Finding Wiki Page and Template

    Example Action Items
    ### Action Items
    - Customize wiki page
         - [ ] Go to link 1.01 Internship Wiki, Join the team page
         - [ ] Find wiki page for this issue by looking at role pages.
         - [ ] Copy the link for the wiki page.
         - [ ] Add the link to Resource 2.01
            - [ ] Add the name of the link in square brackets
            - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis
    - Customize document template.
        - [ ] Go to link 1.02 Design Process Overview
        - [ ] Find document template that should be used in this issue.
        - [ ] Copy the link for the template.
        - [ ] Add the link to Resource 2.02
            - [ ] Add the name of the link in square brackets
            - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis
    
    Example Resource Lists
    ### Resources for creating this issue
    1.01. [Internship Wiki, Join the team page](https://github.com/hackforla/internship/wiki/Joining-the-Team)
    1.02. [Design Process Overview](https://github.com/hackforla/internship/wiki/Design-Process-Overview)
    
    ### Resource links gathered during the making of this issue
    2.01. [Wiki page for [Replace TYPE OF ROLE]]
    2.02. [TWE: Template: [Replace NAME OF TEMPLATE]]
    
  • 1.04 WIKI Templates by role pages

Resources gathered during the completion of this issue

  • 2.01 [TWE: [Replace ROLE]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]]([Replace LINK])
@pandanista
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pandanista commented Feb 20, 2023

Draft of template issue for Consent Documents Template for Participants over 18

name: TWE: Template Issue: Research: Create Consent Documents for Study Participants over the age of 18
about: This issue helps you structure your template issue to be consistent with our other template issues in consent documents
title: TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Informed Consent Documents (18 yrs +): Create
labels: 'feature: research', 'Participant Type: missing', 'Research 000: missing', 'size: 1pt', 'role: UI/UX research', 'milestone: missing'
assignees:


Instructions for creating this issue

Resources/Instructions: This section is at the bottom of this issue (scroll to the bottom to view it now). The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

  • Customize the issue
    • Open the "Research Overview" wiki page (Resource 1.01)
    • Choose "Research Documents by Participant Type" or "Research by Plan Number" to locate the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
    • Use the information on the wiki page and in research roadmap or research plan to customize this issue
    • Copy and paste entire template text in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
    • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
      • Year
        • Find/Replace [Replace YY] with research year (Two digit format, ex: "22" for year "2022")
      • Research Plan Number
        • Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
      • Type of Participant
        • Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
    • Copy and paste the edited template from text editor back into this Github Issue, replacing all original text
    • Re-check all the checkboxes above after copying and pasting the edited template
    • Close the text editor
    • Update the issue title
      • Copy
      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Informed Consent Documents (18 yrs +): Create
      
      • Choose "Edit" in the title section
      • Paste the texts you copied into the issue title
      • Choose "Save"
  • Customize the issue settings (located in right sidebar)
    • Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
    • Under Labels, choose gear Screenshot 2023-01-11 at 10 50 11 AM, and apply the label Research: RP[Replace 000]
    • Under Labels, choose gear Screenshot 2023-01-11 at 10 50 11 AM, and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
    • Remove the Research 000: missing and Participant Type: missing labels
    • Under Projects, choose gear Screenshot 2023-01-11 at 10 50 11 AM, choose Repository, and choose Program Management
    • Add the milestone: choose gear Screenshot 2023-01-11 at 10 50 11 AM, and choose Research Plan Execution
    • Remove the label milestone: missing
  • Remove this section
    • After all the checkboxes above are complete and the issue is ready to be worked on, delete all text below the "Instructions for Creating this Issue" (top heading) and above "Overview" (heading below) -- i.e., the issue assignee will never see this part

Overview

Create informed consent documents for RP[Replace 000] so that we can keep track of the participants who agree to participant in the study. This process only applies to participants over 18 years old.

Dependency:

  • [Replace TYPE OF PARTICIPANT] Research Plans and Goals Chart has been created

Action Items

Customize Resource Links

  • Customize Resource for Wiki Page Link
    • Go to the wiki page: Research Output Overview (Resources # 1.01)
    • Open relevant wiki page for RP[Replace 000]
    • Copy the link for the RP[Replace 000] wiki page.
    • Update Resource # 2.01 with the link you just copied. Place it into parentheses at the end of the line.
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked Screenshot 2023-02-21 at 6 47 15 PM
  • Customize Resource for this Research Plan's Google Drive Folder
    • Choose the "Research by Plan # and name" folder on the shared Google Drive (Resources # 1.02)
    • Right-click on the RP[Replace 000] folder
    • Choose "Get Link"
    • Choose "Copy link" and "Done"
    • Update Resource # 2.02 with the link you just copied. Paste it inside parentheses at the end of the line.
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for [Replace TYPE OF PARTICIPANT]'s Research Plans and Goals Chart
    • Go to Research Output Overview Wiki page (Resources # 1.01)
    • Choose [Replace TYPE OF PARTICIPANT] in the "Research Documents by User Type" section
    • Choose the Research Plans and Goals Chart in the "[Replace TYPE OF PARTICIPANT] Research Plans and Goals (public page)" section
    • Copy the URL of [Replace TYPE OF PARTICIPANT] Research Plans and Goals wiki page in the browser window
    • Update Resource # 2.03 with the link you just copied. Place it into parentheses at the end of the line.
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for RP[Replace 000]'s Research Informed Consent Overview Google Doc
    • Open the template "TWE: Template: Research Informed Consent Overview" (Resources 1.03)
    • Choose the "USE TEMPLATE" button to save it to your own drive
    • Update the file name by following the steps:
      • Copy the text below
      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview
      
      • Choose "File" > "Rename", and paste the text you copied into the top field of the Google Doc to rename the file Screenshot 2023-02-20 at 2 16 31 PM
      • Highlight the texts of the title on the first page of the Google Doc cover page Screenshot 2023-02-20 at 2 17 03 PM
      • Paste the texts you copied to replace the original title of the Google Doc
      • Keep the "Research Informed Consent Overview" Google doc open in a tab for future editing
    • Move the file into the Internship's shared drive in this Research Plan's Google Drive folder
      1. Choose File > Move (or Move icon)
      2. Choose the back arrow to access all your drives
      3. Choose Shared drives > Internships > Internships > Research > Research by Plan # and name > folder for RP[Replace 000]
      4. Choose "Move here"
      5. Choose "Move" when it asks if you want to change ownership to a shared drive
      6. Dismiss the notification that says the file is now in the shared drive
    • Update Resource # 2.04 link
      1. In the "Research Informed Consent Overview" Google Doc you just created, choose "Share" (upper right corner)
      2. Choose "copy link" and "Done"
      3. Update Resource # 2.04 with the link you just copied. Place it into parentheses at the end of the line.
      4. Choose "Update comment" in Github and make sure all the checkboxes above have been checked
    • Customize Resource for RP[Replace 000]'s Informed Consent Form
      • Open the Informed Consent Form in Resources # 1.04
      • Choose the 3 vertical dots at the top of the Google Form on the left of your profile Screenshot 2023-02-20 at 3 55 20 PM
      • Choose "Make a copy"
      • Copy the text below
      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews
      
      • Paste the texts you copied into the "Name" field
      • In the "Folder" field, choose "Consent Form", then choose back arrow to "Templates", back arrow to "Research" folder
      • Choose Research > Research by Plan # and name > folder for RP[Replace 000]
      • Choose "Select"
      • Choose "Make a copy"
      • Update Resource # 2.05 link by completing the following steps
        1. Choose "Send" in the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews you just created
        2. Choose the link icon Screenshot 2023-02-20 at 6 21 51 PM
        3. Check the box for "Shorten URL"
        4. Choose "Copy"
        5. Update Resource # 2.05 with the link you just copied. Place it into parentheses at the end of the line.
        6. Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for RP[Replace 000]'s Research Consent Email
  • Open the link in Resources # 1.05
    • Choose the "USE TEMPLATE" button to save it to your own drive
      • Update the file name by following the steps:
        • Copy the text below
        TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Consent Email
        
        • Choose "File" > "Rename", and paste the text you copied into the top field of the Google Doc Screenshot 2023-02-20 at 7 23 23 PM
    • Move the file into the Internship's shared drive in this Research Plan's Google Drive folder
      1. Choose File > Move (or Move icon)
      2. Choose the back arrow to access all your drives
      3. Choose Shared drives > Internships > Internships > Research > Research by Plan # and name > folder for RP[Replace 000]
      4. Choose "Move here"
      5. Choose "Move" when it asks if you want to change ownership to a shared drive
      6. Dismiss the notification that says the file is now in the shared drive
    • Update Resource # 2.06 link
      1. In the Google Doc, choose "Share" (upper right corner)
      2. Choose "copy link" and "Done"
      3. In Resource # 2.06, place the link you just copied into parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis ( so it turns into a hyperlink
      4. Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Customize documents needed for RP[Replace 000]'s Consent Overview, Form, and Email

  • Customize RP[Replace 000]'s Research Informed Consent Overview Google Doc
    • Open RP[Replace 000]'s Research Informed Consent Overview Google Doc (Resources # 2.04) if it is not open
    • Copy the text below
    You are invited to take part in Tech Work Experience’s 20[Replace YY] [Replace TYPE OF PARTICIPANT] Research
    
    • Highlight the first sentence of the Google Doc (see screenshot) Screenshot 2023-02-20 at 3 19 12 PM
    • Paste the texts you copied into the highlighted section to replace the original first sentence of the Google Doc
    • Copy the hyperlink from Resources # 2.03
    • Paste into the highlighted section so the document says [Replace TYPE OF PARTICIPANT] Research Plans and Goals with a Wiki page link attached Screenshot 2023-02-20 at 1 55 11 PM
    • Update the footer of the Google Doc on page 2
      • Update the date with the date this Google Doc is created Screenshot 2023-02-20 at 2 45 14 PM
      • Update participant type with [Replace TYPE OF PARTICIPANT] Screenshot 2023-02-20 at 2 45 44 PM
    • Update the LINK TO SIGN INFORMED CONSENT at the end of the doc with the link labeled 2.05 in Resources
      1. Copy the link in 2.05
      1. Highlight the LINK TO SIGN INFORMED CONSENT Screenshot 2023-02-20 at 4 37 41 PM
      1. Choose "Insert link" icon Screenshot 2023-02-20 at 1 55 53 PM
      1. Paste the link you copied into the box and choose Apply Screenshot 2023-02-20 at 2 54 26 PM
  • Customize RP[Replace 000]'s Research Informed Consent Form
    • Open RP[Replace 000]'s Research Informed Consent Form (Resources # 2.05) if it is not open
    • Copy the text below
    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews
    
    • Under "Questions" tab, highlight the title section Screenshot 2023-02-20 at 5 01 13 PM
    • Choose the pencil shaped icon in the lower right of the Google Form
    • Paste the texts you copied into the title section of the Google Form to replace the original texts
    • Copy the hyperlink from Resources # 2.04
    • Paste the hyperlink you copied to replace the highlighted section (in the screenshot below) so the form says TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview with the Google Doc link attached Screenshot 2023-02-20 at 8 35 53 PM
    • Edit the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview URL you just pasted
    • Choose "Edit link"
    • Choose the "Link to" field Screenshot 2023-02-20 at 5 10 49 PM
    • Make sure to delete edit?usp=sharing and add preview at the end of the link so people outside the TWE Team can view the Google Doc
    • Choose "OK"
    • Copy the text below
    [Replace TYPE OF PARTICIPANT] #
    
    • Paste into the highlighted area in the participant # question Screenshot 2023-02-20 at 5 04 43 PM
    • Add or delete participant numbers based on the Research Plan doc in RP[Replace 000]'s folder (Resources # 2.02)
    • Copy the text below
    [Replace TYPE OF PARTICIPANT]
    
    • Paste into the highlighted area in the signature section Screenshot 2023-02-20 at 5 05 05 PM
    • Choose the pencil shaped icon in the lower right of the Google Form to make sure you are in the editing mode
    • Scroll up to the top of the Google Form to select the "Responses" tab Screenshot 2023-04-27 at 11 17 07 AM
    • Under "Responses", choose "Link to Sheets"
    • Choose "Create a new spreadsheet"
    • Choose "Create"
    • Go to RP[Replace 000] folder (Resources # 2.02)
    • Locate the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews (Responses) spreadsheet
    • Choose "Get Link"
    • Choose "Copy link" and "Done"
    • Update Resource # 2.07 with the link you just copied. Place it into parentheses at the end of the line.
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
    • Under "Settings", make sure the "Collect email addresses" and "Allow responses editing" are toggled on. Screenshot 2023-02-20 at 4 27 00 PM
  • Customize TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Consent Email script
    • Subject line:
      • Copy the text below
      [Replace TYPE OF PARTICIPANT]
      
      • Paste the texts you copied to replace the highlighted area of the subject line Screenshot 2023-02-20 at 7 34 11 PM
    • Email body:
      • Copy the text below
      [Replace TYPE OF PARTICIPANT] in our Summer 20[Replace YY]
      
      • Paste the texts you copied to replace the highlighted area of the email body Screenshot 2023-02-20 at 7 38 16 PM
      • Copy the text below
      [Replace TYPE OF PARTICIPANT]
      
      • Paste the texts you copied to replace the following highlighted area of the email body Screenshot 2023-02-20 at 7 42 10 PM
      • Copy the hyperlink from Resources # 2.03
      • Paste into the highlighted section so the document says [Replace TYPE OF PARTICIPANT] Research Plans and Goals with a Wiki page link attached Screenshot 2023-02-20 at 7 43 21 PM
      • Copy the URL in Resources # 2.05
      • Choose "this link" Screenshot 2023-02-20 at 7 48 13 PM
      • Choose "Edit link"
      • Paste the link you copied into the box
      • Choose "Apply"

  • Update the wiki page for this research plan (Resources # 2.01)
    • Open the link in Resource 2.01
    • Choose "Edit" to edit the page
    • Find the "Script" section
    • Make a new line at the end of the list and add a new bullet by inserting - at the beginning of the line
    • Copy and paste Resource 2.04 (both the text and URL) from this issue to the right of this new bullet (- ) in the "Script" section
    • Copy and paste Resource 2.05 (both the text and URL) from this issue to the right of this new bullet (- ) in the "Script" section
    • Choose "Save Page"
  • Update [[Replace TYPE OF PARTICIPANT] Research Plans and Goals] on Wiki (Resource 2.03)
    • Open the link in Resource 2.03
    • Choose "Edit" to edit the page
    • Find the "Consent" Section,
    • Make a new line at the end of the list and add a new bullet by inserting - at the beginning of the line
    • Copy and paste Resource 2.04 (both the text and URL) from this issue to the right of this new bullet (- ) in the "Consent" section
    • Copy and paste Resource 2.05 (both the text and URL) from this issue to the right of this new bullet (- ) in the "Consent" section
  • Update the research plan doc in [Google Drive Folder: RP[Replace 000]] (Resource 2.02)
    • Include consent overview (Resources 2.04), form (Resources 2.05), and email (Resources 2.06) in the research plan Google Doc's Appendix
  • Review with UX Lead
  • Product sign-off

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview
1.02 Google Drive Folder: Research by Plan # and name
1.03 TWE: Template: Research Informed Consent Overview
1.04 TWE: Template: Research Informed Consent Form for Surveys/Interviews This consent form is for participants over 18
1.05 TWE: Template: Research Consent Email

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan [Replace 000]]
2.02 [Google Drive Folder: RP[Replace 000]]
2.03 [[Replace TYPE OF PARTICIPANT] Research Plans and Goals]
2.04 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Overview]
2.05 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews] This consent form is for participants over 18
2.06 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Consent Email]
2.07 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] Research Informed Consent Form for Surveys/Interviews (Responses)] This consent form is for participants over 18

@pandanista pandanista changed the title TWE: Create Template Issue: Create Consent Forms TWE: Create Template Issue: Create Consent Forms for Participants over 18 Feb 21, 2023
@pandanista pandanista moved this from New Issue Approval to Questions/Review in TWE Project Management Feb 22, 2023
@pandanista pandanista changed the title TWE: Create Template Issue: Create Consent Forms for Participants over 18 TWE: Create Template Issue: Create Consent Documents for Participants over 18 Feb 23, 2023
@pandanista
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@priyatalwar A team member is stilling testing this template, I am moving this to prioritized backlog for now.

@pandanista pandanista moved this from Questions/Review to Prioritized Backlog in TWE Project Management May 26, 2023
@pandanista
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@bradyse Hi Sara, this is the consent form template, but I haven't incorporated the latest changes (such as the google form setting changes, etc) that I made in the testing template into this one yet.

Let me know if you have more questions.

@pandanista
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Incorporated the changes suggested in #373 to include the distribution and collection of consent forms in the end of the template.

@ExperimentsInHonesty ExperimentsInHonesty moved this from Prioritized Backlog to New Issue Approval in TWE Project Management Mar 21, 2024
@ExperimentsInHonesty ExperimentsInHonesty moved this from New Issue Approval to Prioritized Backlog in TWE Project Management Mar 21, 2024
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pandanista commented Mar 27, 2024

@sunannie27 This template in this comment is ready to be tested. Please create a testing issue for this template, and let me know if you have any questions.

Since this is the template, I didn't assign you. After the testing issue is created, please assign the testing issue to yourself. Thank you.

@pandanista pandanista moved this from Prioritized Backlog to In progress (actively working) in TWE Project Management Mar 27, 2024
@pandanista pandanista self-assigned this Mar 27, 2024
@pandanista pandanista added the status: template testing (step 2b) added to issue in the questions column after a test issue has been made/linked label Mar 27, 2024
@pandanista pandanista moved this from In progress (actively working) to Questions/Review in TWE Project Management Mar 28, 2024
@pandanista pandanista changed the title TWE: Create Template Issue: Create Consent Documents for Participants over 18 TWE: Template Issue: Research: Consent Documents for Participants over 18: Create Apr 9, 2024
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@pandanista what are next steps for this issue? It's in the questions column, and your last comment does not provide any clarity.

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pandanista commented Apr 23, 2024

@pandanista pandanista added Ready for product When the issue is ready for product team to review and removed ready for research lead labels Apr 23, 2024
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complexity: large feature: research All issues involving research feature: template Participant Type: All Ready for product When the issue is ready for product team to review role: UX research lead size: 1pt Can be done in 6 hours status: template testing (step 2b) added to issue in the questions column after a test issue has been made/linked
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