Recently Updated Pages
06 Survey Launch
Trigger: Day survey launches From: DORIS ResearchSubject: Survey LaunchPreview Text: Take the 10...
Confirm Challenge Defining meeting logistics
Purpose Schedule and confirm CD meeting logistics. Responsible Party Ops Manager Interdepend...
Useful MAXQDA functions
Smart Coding Tool The Smart Coding Tool is designed for working with coded text segments and is ...
Confirm interview dates + create an interview schedule
Purpose The Operations Manager confirms the interview dates with the liaison and creates the int...
Create project resources
Purpose Technology resources are needed to support all DORIS projects, from time tracking to fil...
Getting Started with MAXQDA
MAXQDA is "on-premise software" installed locally on each user's computer. Each person who uses M...
Team Cloud
MAXQDA is a single-user program that does not allow several people to access the same project fil...
Send Kickoff Follow up / Interview Sign Up Email
Purpose Provides context for who DORIS is and the project, contains the interview sign-up link, ...
02 Kickoff Follow Up / Interview Sign Up
Trigger: After Kickoff Meeting(s) occur Recipients: EveryoneFrom: DORIS + [Org name] [Project Na...
2 :: Project Orientation
Confirm Kickoff Meeting logistics Prepare protocol and materials for Kickoff Meetings Conduct...
Create Alignment Meeting Project in Ops Logistics
Purpose Creating the project in Ops Logistics allows the Ops Team to incorporate its related tas...
1 :: Project Launch
Sales to Project Handoff Create and edit project charter Set up Wrike Create project resou...
Set up Project Timeline in Ops Logistics
Purpose A project timeline is vital for managing a project and ensuring it's completed on time. ...
Usability Analysis
Purpose Responsible Party VP of Ops or Contractor Interdependencies The usability study has...
Create survey links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the s...
Editing Survey Content
Purpose To ensure the survey is error-free and the display logic works correctly (if applicable)...
11 Project End
Trigger: When the Research Findings document goes into making From: DORIS ResearchSubject: Thank...
10 Solutioning Session Thank you
Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator From:...
09 Solutioning Session Sign Up Reminder (as needed)
Trigger: People haven't signed up for Session before the only one happening OR after the first da...
08 Data Collection Thank You / Solutioning Session(s) Sign Up
Trigger: Data collection has finished and workshops date/time/location has been confirmed by liai...