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Create internal documentation on Scrive use
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Description

Create internal documentation detailing best practices around a few common workflows. Also set up templates for the most common

Workflows:

  • Collecting multiple signatures for (e.g. Årsmötesprotokoll)
  • 2-person signing (e.g. simple contracts)
  • 1-person signing (e.g. Jäv)
  • ...

Things to describe:

  • Suggested order of recipients and when recipients can share order
  • Adding a viewer last in the order to get a confirmation that everyone has signed
  • Special considerations if person sending it out is not signing themselves
  • When to send a link to the document rather than having it attached.
  • When to select which type of authentication method.
  • Any guideline for archiving the document off Scrive
  • ...

Templates:


Current documentation:

Event Timeline

I just braindumped things in the description. It might be that some things are missing or irrelevant

We should also make sure there is a note about adding Opad as Viewer in the last step for anything affecting salaries

Jopparn subscribed.

Adding you as well André. If you could support Jenny with developing this during the week that would be great. The most important thing to have in place in the near term is how to use this for the F2F campaign.

The part about the campaign should be time reported on TfP 2020, so adding the tag.

Document is here: Scriveinstruktioner

Update according to notes in the document,

Task about data retention corresponding with this can be found here: https://phabricator.wikimedia.org/T303815

I restructured this document a bit to be a better fit for the wiki. The suggestion is available here.
My thinking is that most info can live there and then we can have an internal document serve the function of listing several common documents and the work flow for these and any text snippets that often get copy pasted into invitation messages etc.

The restructured text is now up on wmse:Scrive. Note that it is awaiting additional information coming from T256962#9015574 and T341867.

The internal document has been updated to only include such info as is not already listed on the wiki. This boils down to

  • Common documents and how we handle them
  • Template texts to use in e.g. invite messages.

I'd also suggest we add a section about the available template documents.

Note that some de-duplicatione will need to be done as some of the texts are present (but not identical in both Scriveinstruktioner and Text Scrive - för den som uttryckt att den vill bli månadsgivare. I suggests that text be moved to the later which is then referenced from the former.

But I'll leave the practical work on this to you @Jenny_Brandt_WMSE now that it is no longer blocking the privacy related tasks.