hackforla/admin-calendaring

Meeting Data Audit: Test

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Rabia2219 commented

Overview

We need to audit all calendar events for a given project to match the Zoom Setup and Zoom Audit Spreadsheet so that we can optimize the availability of the Zoom rooms and have the most current meeting information.

Prerequisite

Admin Team
  • access to the 1Password vault for HfLA-email-all
  • know your GitHub username and password so that you can use it in the hfla-email-all@hackforla.org Chrome profile
PMs
  • access to the 1Password vault for the project
  • access to the project's shared drive through the project's email Chrome profile
    • add the project's email as a Content Manager if the drive is not already shared with the email
  • know your GitHub username and password so that you can use it in the project email's Chrome profile

Set up

Set up Access Through Proper Profile

Admin Team
  • Log into the hfla-email-all@hackforla.org email and open it in a new chrome profile, so that you can access the account's calendar
  • open this issue in the hfla-email-all profile browser and follow steps to Access GitHub
PMs
  • Log into the project's email and open it in a new chrome profile, so that you can access the account's calendar
  • open this issue in the project's profile browser and follow steps to Access GitHub

Access GitHub

  • Log into your GitHub account. If you are already logged in you will see either your icon. If you are not, you will see a sign-in button top right in the issue that is open now in the new profile browser.
  • Assign yourself to this issue and move it to In progress (actively working)
  • Close any other browsers you have open that are not in the new profile browser, so that you don't end up opening links in the wrong browser (this will be particularly important when you are accessing drives)

Add Org Level Audits folder to Starred

If you do not see the project or CoP's drive in the list of shared drives, see Prerequisite above

  • access the Org Level Audits folder in the project or CoP's shared drive, it will be preceded by the project or CoP initials
    • a star next to the folder name indicates that it has already been starred and you don't need to do the next step
  • right click on the folder and select Add to starred
Notes

There are automation formulas used throughout the meeting data and audit reconciliation sheet to autofill cells and generate messages regarding meetings with nonstandard setup. These formulas are indicated in a light grey color.

  • During the Admin Prep you will be asked to confirm that there are formulas in the correct cells and columns, which will easily be recognizable by the light grey
  • Please do not edit any cells that are indicated to have formulas
Troubleshooting

Please make sure you read through all instructions carefully. There are some errors that are expected and should be automatically resolved as you continue with the tasks outlined in each action item. Please review Errors and How To Resolve Them to get an idea of what to expect.
If, while carrying out any of the tasks, there is still ambiguity or there are errors that are not listed with a solution on the page mentioned above, please follow these instructions to contact the Admin team.

Action Items

There are some action items below that are linked to a wiki page with instructions (they are displayed in blue). Open the link in a new tab, copy the instructions from the wiki page into a comment below and complete the tasks in the comment.

Prep

During the first task you will be asked to add a link under Resources/Instructions, and that section is at the bottom of this issue (go view it now).

If you are stopping here then do the following otherwise move to the Audit Prep tasks

  • move issue to Prioritized Backlog on the project board
  • unassign yourself

Audit Prep

If you are continuing right after completing the Prep tasks, skip the first two items and start from the third item, otherwise do all

If you are stopping here then do the following otherwise move to the Audit tasks

  • move issue to Prioritized Backlog on the project board
  • unassign yourself

Audit

If you are continuing right after completing the Audit Prep tasks, skip the first two items and start from the third item, otherwise do all

Add the next label according to role

Admin Team
  • add the status: needs post audit messaging label
PMs
  • add the status: needs post audit updates label

If you are stopping here then do the following otherwise move to the Recommendations and Next Steps tasks

  • move issue to Prioritized Backlog on the project board
  • unassign yourself

Recommendations and Next Steps

If you are continuing right after completing the Audit tasks, skip the first two items and start from the role specific item, otherwise do all

  • Assign yourself to the issue
  • Move the issue to In progress (actively working)
Admin Team
PMs

Resources/Instructions

1.0 [[Replace PROJECT NAME]: Meeting Data Audit and Reconciliation Spreadsheet]