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Views: Normal vs. Preview

03 Basic Competence in InDesign Views and Layout Aids

Preview mode in Adobe InDesign displays a document as it will appear after exporting, hiding non-printing elements and frames. To toggle between Normal View and Preview View, you can: Press the W key on your keyboard (as long as the Type Tool is not active)...

Group or Ungroup Objects

03 Basic Competence in InDesign Working with Objects

You can combine several objects into a group to treat them as a single unit. You can then move or transform the objects without affecting their individual positions or attributes. Items are often grouped to make it easier to arrange them on the page. Sele...

Align or Distribute Objects

03 Basic Competence in InDesign Working with Objects

You use the Align panel (Window > Object & Layout > Align) to align or distribute objects horizontally or vertically along the selection, margins, page, or spread. Align means moving the selected objects to have the same horizontal or vertical alignment. For ...

Paragraph Spacing

03 Basic Competence in InDesign Working with Text

Several terms describe space between and around text (leading, kerning, and tracking). The DORIS paragraph and character styles account for all of them. Usually, using the paragraph style built into the document template will accommodate spacing.  Basic Conte...

Graphics + Frames

03 Basic Competence in InDesign Adding and Managing Images

Insert a graphic Choose File > Place to place a graphic (or multiple graphics) in your document. Click Open. If a frame is selected before placing, the graphic is placed within the frame. You can also click to place a graphic into an existing empty frame o...

Lock + Unlock Objects

03 Basic Competence in InDesign Working with Objects

You can use the Lock command to specify that you don’t want certain objects to move in your document. Locked objects stay locked when a document is saved, closed, and then reopened. As long as an object is locked, it cannot be moved.  Select the object or o...

Glossary of InDesign Terms

01 Hello, Adobe InDesign

anchor point—a point on a path that indicates a change of direction. Paths are made up of one or more anchor points. baseline—the invisible line on which most letters sit. It is the starting point for text alignment in InDesign. bleed—the area outside the pa...

3. Delete Figure Text from Main Content

05 Creating Research Documents Phase 1: Create Doc + Add Text

If the document you create includes images and figures, they will be added in the next phase. If the text copied over from the content document includes figure titles, subtitles, or descriptions, it can be deleted. If you want to be extra kind to the person w...

2 :: Project Orientation

Assessment

Confirm Kickoff Meeting logistics Prepare protocol and materials for Kickoff Meetings Conduct Kickoff Meeting  Update Internal Project Team  Update participant attendance Send Kickoff Follow Up Email 

Creating a Google mailmerge

Participant Communications How to Mailmerge

Purpose Sending participant communications.  Responsible Party Data Analyst Interdependencies We have received the client's Participant List Directions Create a mailmerge sheet from the templates gallery, house in 0 - Project communications folder in ...

Sending Mailmerge

Participant Communications How to Mailmerge

Purpose Communicate with participants Responsible Party Data Analyst Interdependencies The email text has been approved by the client.  Directions Create a mailmerge email draft  Change the "From" line to @doris email account  Pull in the tags from ...

Usability Analysis

4 :: Challenge Defining Data Analysis

Purpose Provide client info about how frequently spaces are used, and how they are used.  Responsible Party VP of Ops or Research Associate Interdependencies The usability study has been completed + the data has been downloaded + cleaned.  Directions ...

3 :: Challenge Seeking

Assessment

Conduct strategy meeting with project team Review the Interview/Survey Protocol document Link Calendly to participant list  Interview Prep + Execution  Confirm interview dates + create interview schedule  Determine how participants will sign up and pa...

4 :: Challenge Defining

Assessment

Data Prep Prepare Interview Data Prepare Survey Data  Data Analysis  Google Sheets analysis (Qual)  MAXQDA Analysis (Qual)  Excel Survey Analysis (Quant)  Create Initial Insight Document  Conduct individual synthesis  Group Synthesis  ...

5 :: Solution Seeking

Assessment

Confirm Logistics for Solutioning Workshop  Send Solutioning Session Sign Up Comm Send Solutioning Session Sign Up Reminder Comm Prepare Tools + Supplies for Solutioning Session Facilitate Solutioning Sessions  Facilitate Onsite Solutioning Session F...

6 :: Solution Defining

Assessment

Conduct Solution Analysis Strategy Meeting Prepare session data Execute Qualitative Analysis Conduct individual synthesis  Conduct Group Synthesis Meeting Create/use Insight Report outline started after challenge seeking Write Solutioning Content  Rev...

7 :: Project Conclusion

Assessment

Conduct Project-to-Sales Handoff Send final Thank you comm Clean out and archive Box + Drive folders Add Project Data to Data Warehouse Prep for Post-Project reflection meeting with DORIS team Schedule Quarterly Post-Project reflection meeting with DOR...

Building and Editing Interview Content

3 :: Challenge Seeking Interviews

Purpose To ensure the interview is error-free and the display logic works correctly (if applicable)  Responsible Party Research Associate, Data Analyst and Project Strategist Interdependencies The interview protocol has been gate-checked. Project Strate...

Create interview links + add to the Participant List

3 :: Challenge Seeking Interviews

Purpose Create a personalized link for each participant so their variables are embedded in the interview, making it look more personal for the participant and so we do not have to enter variables on the backend during data analysis. The DORIS interviewer w...

Ops Manager
Research Associate

Send Project Launch Comm content to client liaison

1:: Project Launch

Navigate to the Project Launch Comm for the SOP and template language.