Documentation using Zoom and Otter.ai for user testing

[abbyrivard]

Overview

The UXR team needs to document the use of Zoom and Otter.ai so that future researchers can easily understand how to utilize these tools to conduct and transcribe usability testing sessions.

Action Items

• Document Zoom account instructions
• Document Otter.ai account instructions
• Add documentation to wiki
• Review with product and research. Update if needed based on feedback
• Once finalized, add before and after images to the staging deck on this slide
• Get Stakeholder sign-off via the stakeholder meeting slide deck.

Resources/Instructions

• This issue is part of an epic UXR Technology and Sites How to Guides #1533

[ExperimentsInHonesty]

@Gbondy15 Please provide update

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures or links* (if necessary): "Add any pictures or links that will help illustrate what you are working on."

• remember to add links to the top of the issue if they are going to be needed again.

[melissaperry09]

Progress: The main text of the guide is complete, but screenshots and callouts need to added.
Blockers: No blockers to completing this. It is not dependent on anything at this point because we have done multiple rounds of user testing, and have the knowledge to complete it now.
Availability: Melissa is available to work on this for 2 hours this week.
ETA: Will be completed by 1/29/25.