Onboarding new/returning agency partners

[nicolebrennan]

At a glance

In order to have an expected delivery and outcome for onboarding new/return partner agencies, we need a set of processes and structured messaging that Comms and PO agree on.

Acceptance Criteria

We need

• a Google doc with processes for onboarding new/return users of Search.gov
• a Google doc with scripted content/messaging to base the conversation off of
• We are keeping these processes and content in Google to make sure they are more accessible (access)

Scenario:

when

• A new user reaches out to ask questions about Search.gov services...
• A new user reaches out to request the services of Search.gov...
• A return user asks questions about Search.gov services
• A return user requests to rejoin Search.gov services
  ...

then...

Preview Give feedback

1. A new user reaches out to ask questions about Search.gov services and we have XX process
2. A new user reaches out to ask questions about Search.gov services and we have XX process
3. A new user reaches out to request the services of Search.gov and we have XX process
4. A return user asks questions about Search.gov services and we have XX process
5. A return user requests to rejoin Search.gov services and we have XX process
6. We are answering for the conversation and things that happen next

Shepherd

• Content/COMMs shepherd: Arantxa
• UX shepherd:
• Engineering shepherd:

Background

Security Considerations

Required per CM-4.

---

Process checklist

• Has a clear story statement
• Can reasonably be done in a few days (otherwise, split this up!)
• Shepherds have been identified
• UX youexes all the things
• Design designs all the things
• Engineering engineers all the things
• Meets acceptance criteria
• Meets QASP conditions
• Presented in a review
• Includes screenshots or references to artifacts
• Tagged with the sprint where it was finished
• Archived

If there's UI...

• Screen reader - Listen to the experience with a screen reader extension, ensure the information presented in order
• Keyboard navigation - Run through acceptance criteria with keyboard tabs, ensure it works.
• Text scaling - Adjust viewport to 1280 pixels wide and zoom to 200%, ensure everything renders as expected. Document 400% zoom issues with USWDS if appropriate.

[nicolebrennan]

This document aims to provide step-by-step on how to conduct Customer Account Management Process (CAMP) for Search.gov accounts.

Adding in the CAMP docuemtn we have so far:
https://docs.google.com/document/d/1y7QAyAh2ZW58l1xr5q9K6mZ81y7abXpkkXBEqPGI-Gc/edit?tab=t.0