feb_epic Power BI Documentation Tasks - Document MasterCard

[staceypark]

• "Dynamic Readers Group" in learner cheat sheet wk5 nov_epic story_13 Teams accessing PBI #2393
• wk2 dec_epic RLS issue workaround documentation #2428 Add "Dynamic Readers Group" to facilitator 1-pager - Jenn confirmed this already done!
• See sep_epic Power BI documentation & findings #2262 for more information as well

Documentation Review: REMAINING WORK ON PBI AS OF 2/22/22

• Review all Sessions for fidelity to Theory of Change & incorporate info scribed on wk3 dec_epic Blue S2 & S3, Red Part 1 Guides fidelity & consistency review #2423
• Incorporate SP edits for all relevant sessions (SP clinic selections in Session 1; Confirm clinic selections with teams; any other SP information)

FINAL REVIEW (TOC, SP documentation, etc)

Blue Session 2

Session 2 SEE

• Session 2 SEE GIFs
• SP information (Clinic Selections in Session 2)
• Need to change information about Data UI vs the way tabs are organized now by VISN
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 2 SAY

• Confirming Clinic Selections with team Session 2 SAY
• SP information (Clinic Selections in Session 2)
• Need to change information about Data UI vs the way tabs are organized now by VISN
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 2 SAY Checklist

• Confirming Clinic Selections with team Session 2 SAY Checklist
• SP information (Clinic Selections in Session 2)
• Need to change information about Data UI vs the way tabs are organized now by VISN
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Final Checklist for Session 2 (Check off when everything above fully done)

• Blue Session 1 Done & Do
• Blue Session 2 See
• Blue Session 2 Say
• Blue Session 2 Checklist
• Blue Session 2 Done & Do

Blue Session 3

Session 3 SEE

• Session 3 SEE GIFs
• Once again, update clinic selections information since it is no longer separate for Data & Viz and Team Data
• UPDATE all SP information according to SP tab development and testing
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 3 SAY

• Once again, update clinic selections information since it is no longer separate for Data & Viz and Team Data
• UPDATE all SP information according to SP tab development and testing
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Session 3 SAY Checklist

• Once again, update clinic selections information since it is no longer separate for Data & Viz and Team Data
• UPDATE all SP information according to SP tab development and testing
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Final Checklist for Session 3 (Check off when everything above fully done)

• Blue Session 3 See
• Blue Session 3 Say
• Blue Session 3 Checklist

Session 5 Guide Do/Done at bottom GIF:
https://github.com/mnallajerla/mtl_test/blob/feature-SP_documentation/blue/session05/s05_learner/mtl_session05_see.md

Red Part 1 (3 pts remaining work)

Red Part I SEE

• Red Part I SEE GIFs
• SP information (Clinic Selections in Part I)
• Need to change information about Data UI vs the way tabs are organized now by VISN
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Red Part I SAY

• Confirming Clinic Selections with team Red Part I SAY
• SP information (Clinic Selections in Part I)
• Need to change information about Data UI vs the way tabs are organized now by VISN
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Red Part I SAY Checklist

• Confirming Clinic Selections with team SAY Checklist
• SP information (Clinic Selections in Red Part I)
• Need to change information about Data UI vs the way tabs are organized now by VISN
• TOC edits (making TOC larger font, etc, consistent with Red part I review)

Final Checklist for Red part I (Check off when everything above fully done)

• Red part 1 See
• Red part 1 Say
• Red part 1 Checklist

Supplemental Materials

• Data Cheat Sheet
• Facilitator One-Pager

CREATE Red Part II

• Red Part II See wk1 feb_epic MTL Red Part II Documentation DEV #2438
• Red Part II GIFs
• Red Part II Say wk1 feb_epic MTL Red Part II Documentation DEV #2438
• Red Part II Checklist wk1 feb_epic MTL Red Part II Documentation DEV #2438

Pre & Post Email Templates PBI Updates

• MTL Blue Session 2 Corresponding Pre & Post Emails
• MTL Blue Session 3 Corresponding Pre & Post Emails
• MTL Red Corresponding Pre & Post Emails (??)

GIFs and Visuals

• Remake GIFs for all Sessions
• All SIM UI GIFs and Visuals to be updated with name changes

Additional Tasks

• Update RLS related documentation in CheatSheets and related Sessions @lijenn @mnallajerla
• Add the same documents in the PBI folder on TeamPSD

See: #2251, #2252, #2255

[mnallajerla]

@staceypark

Can we check in sometime next week to discuss this task?

[mnallajerla]

Meet with Stacey 10.25:

• WHERE: mtl.how/documents (document tracker)

Document Tracker Notes:

• Organized by level of documentation rather than product
• Columns are organized by audience (5 D's)
• If you change Session 2 Done & Do up top - would need to change: Session 1 Post Session Email , Session 2 Pre Email, Session 2 Post Email.

Power BI Documentation Work:

• CREATE a Document card for Power BI: this card will get updated every time Power BI gets updated
  - Problem > which column would we put this in?

WHERE does Power BI Show Up:

1. Session 2 in MTL Blue - See & Say Guides, Say CheckList (3x, meaning 2 separate places)
2. Session 3 in MTL Blue - See & Say Guides, Say CheckList (3x)
3. Part I in MTL Red - See & Say Guides, Say CheckList (3x)
4. Part II in MTL Red - See & Say Guides, Say CheckList (3x)
5. "Done & Do" Section of See & Say Guides, Session 1,2,3,4 MTL Blue & Part I and Part II (6x)
6. Corresponding Pre & Post Emails (see example above) [different repo - https://github.com/lzim/teampsd/tree/master/mtl_facilitate_workgroup/pre_post_emails]
7. mtl.how/data cheatsheet (LucidChart, export as PDF and upload to GitHub) (in Learner folders in Sessions 2-4 Blue, and Part I and Part II in Red)
8. mtl.how/data facilitator one-pager (Lucid Chart) (in Facilitator folders in Sessions 2-4 Blue, and Part I and Part II in Red)
9. TeamPSD (internal folders) > quant_workgroup > Power BI

How to make the updates:

• Pull request per repository (so don't need to make separate pull requests)

[mnallajerla]

• discussed at WG Leads 11/15 - check with @jeffhoerle about what documentation he may already be doing

• this is to document some of the major tasks that will have to be done (GIFs, See & Say Guides, etc).

[mnallajerla]

Requirements [WHAT] to Document:

Learner Facing Material [Due ASAP - Nov. 29th]

• Make Dev, QA and Prod Cards: Dev card - wk3 nov_epic Power BI LEARNER Facing Documentation DEV S2 #2369 ; QA - wk4 nov_epic Power BI LEARNER Facing Documentation QA #2374
• Review WHAT with @staceypark

Data Usage Reports: [For New Year]

• WHAT:
• Make and save individual.
• Make and save or share selections w/your team.

[staceypark]

DECISION: We will hold off on updating the gifs/screenshots until we have the Production version ready. We will update the text content in the meantime.

@mnallajerla

[mnallajerla]

Something that would be helpful for SAY/Facilitator Facing

What's New
What's been updated
What's a Bug Fix
What's been removed

[mnallajerla]

REMAINING MATERIALS TO DEVELOP:

• Something that would be helpful for SAY/Facilitator Facing 1 page:
  What's New
  What's been updated
  What's a Bug Fix
  What's been removed

Session 3 Materials:

• DEV - wk2 dec_epic PBI Documentation Session 3 DEV #2383
• QA - wk1 dec_epic PBI Documentation Session 3 QA #2384
• PROD - wk2 dec_epic PBI Documentation Session 3 PROD  #2385

SESSION 2

• Time stamps for clinic selections portion?
• Pre Post Emails - Do/Done
• Add the same documents in the PBI folder on TeamPSD

MTL Red

• Carry over MTL Blue Session 2 edits to MTL Red Part 1: https://github.com/lzim/mtl/tree/master/red/part1

See: #2251, #2252, #2255

[mnallajerla]

GIFs:

• use snagit to screen record and make GIFs
• GIFs are stored in Team PSD, but the guides are made in MTL

How to upload GIFs:

• Make a feature branch on Team PSD
• Make a new folder in > Resources > GIFs
• Upload GIF files to that folder in that branch
• This branch needs to be added to Master
• Take the final URL and put it in the Session 2 edits

Naming GIF files:
"pbi_eraser_icon" etc

[mnallajerla]

For VA RED EDITS

Part 1 - Partner Phase

6 session
Viz tabs
Data tabs

Part 2 - Build Phase
6 session
Params tabs

Start with highest priority (i.e. 1 of the 5 modules)
Then consider different modules
NIH vs VA Red - Facilitator Time & Attention needs to be parallel

Pre/Post & Done/Do:

What Veteran does the team need to discuss this week? [Is this a pre/post or done/do prompt]
What viz tabs does the team need to decide this week?
NIH & VA Red
Facilitator (time & attention)
Pre/post (done/do) (3 cycle iteration):
data tabs: What Veteran does the team need to discuss this week?
viz tabs: What team trend does the team need to discuss this week?

[5:18 PM] Zimmerman, Lindsey E.
DECISION:

Done/Do review
"We decided..."
No change the to Red email templates all tailoring is done by facilititators in Dyanmics.

​[5:19 PM] Zimmerman, Lindsey E.
Facilitator Red > Part 1

va_part_1_say_data (3 sessions)
va_part_1_say_viz (3 sessions)
va_part_1_say_params (6 sessions)

[mnallajerla]

notes to incorporate into to-do above:

• Make sure to have SP clinics Selections Info in Blue S2 and red part I
• Make sure to have note about confirming Clinic Selections with team in red part I - figure out where is best

[jamesmrollins]

Hi @mnallajerla - I went through the folder and found these gifs that refer to the legacy Data UI. They seem very contextual, so the replacement function in the 3.0 Data UI may require some discussion between us or description that aligns with the new text in the session guides. Then I can reproduce these gifs in the same branch as the Sim UI gif updates and they can be pushed together.

• data_ui_login.gif
• data_ui_splashpage.gif
• edit_excel.gif
• facility_file_refresh.gif
• master_dataui.gif
• previous_clinic_list.gif
• primary_diagnoses.png
• session2_data_ui,gif
• session2_data_ui_4_viz_diag.gif
• session2_data_ui_4_viz_diag_mtl_2.0.gif
• session3_data_ui_params.gif
• spreferrals_tabs.gif
• three_pop_ups.gif
• vvc_filter.gif

[mnallajerla]

@jamesmrollins question answered in team meeting - we have redone all the necessary GIFs already.

@lijenn - Besides the relevant pre/post emails, I think we are actually done with this task! good to close?

[lijenn]

Agreed @mnallajerla! I have pre/post emails on my plate and am tracking.

[mnallajerla]

thank you @lijenn ! Please feel free to go ahead and close this card when you are done with that. I am all set from my end.

[mnallajerla]

Hi @lijenn - Thanks for all your support on this :) I believe this can be closed?