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Create materials for RA orientation

Purpose

For each project, a usability orientation presentation and packet are created. These materials give RAs an overview of who DORIS is, the organization being studied, what is expected of them onsite, what a usability study is, and how to use Vantage Space.

Responsible Party

Data Analyst or Ops Manager

Interdependencies

RA contractors have been hired and/or DORIS corporate employees have been informed they are doing the usability study. 

Directions

  1. Make a copy of the Usability RA Training Summary template located in the shared drive/Templates/Research Project/3 -  Challenge Seeking/Usability.
  2. Rename it [Client] Usability Training Summary and save it to the client folder/3 - Challenge Seeking/Usability.
  3. Check to make sure the top headers as the correct client name, and that the blurb below is accurate to the study.
  4. On-site Expectations, Observation Guidelines, Activity Selection Clarifications, Technology Tags, and Reminders will all stay the same.
  5. Print out blank sheets with lines that can be found on page 9 of the RA Usability Orientation Presentation- New RA training linked below.

Note

    In

  1. Opengeneral, we prefer experienced RAs who are familiar with DORIS, understand our values, and are reliable. If we need to hire an RA through a temp agency, we would need to conduct a more formal training and take them through the RA Usability Orientation Presentationvirtually. onWe InDesignwould andthen inputprovide the organizationUsability nameRA ontraining the first slide and the name and logo on slide 7
  2. On Slide 30, insert correct start dateSummary for the studyon-site
  3. On Slide 31, put contractor's names, their assigned RA number, and the location they are studying.
  4. Save changes back to Box.

RA Orientation Packet training.

  1. Open the Orientation Packet on Acrobat and update the Introduction section (on Page 3) with a couple of sentences describing the organization / goal of the project.  
  2. Save Changes back to Box. 
Resources

The templates for both the Presentation and Packet are found in Box under the Data Collection > Usability subfolderRA Training Summary

OpeningRA theUsability usabilityOrientation - New RA training files