Monthly adopters meeting: 2022 January 26th

🧑🏿‍🤝‍🧑🏻 Meetings Adopters
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:information_source: Don’t forget to add a post topic and date!

Logistics

:calendar: 2022-01-26T15:30:00Z→2022-01-26T17:00:00Z

:tv: Google meet room: https://meet.google.com/bnj-yvrx-ybn

  • If you’d like access, send a message to the @maintainers group.

Agenda

  • :writing_hand: - Who will take notes? :raised_hands:

    • To take notes, all’s you got to do is type in here: Riseup Pad

  • :speaking_head: Anyone needs any specific time to discuss ongoing work?

  • :file_cabinet: Fredrik files (review of recent releases , active dev tasks/bugs)

    • Django updates?
    • Security updates?

  • :couch_and_lamp: Adoptor Maintainer Corner *(if we have multiple adopters in the call please keep updates on adoptor specific features as brief as possible! :bowing_man: )

    • How did ARDC’s bug QA week go?
    • How did DDP’s fund using Hypha launch go?
    • Any x-Adopter info updates re. OTF’s finance work?

  • :art: UX Design Corner

    • Reporting?
    • Add here

  • :notebook: Documentation Corner

    • Adopter Onboarding docs?
    • Adopter work flow docs?
  • Add here

:page_facing_up: Notes

Monthly adopters meeting: 2022 January 26th

January 27, 2022 3:30 PM → January 27, 2022 5:00 PM

Google meet room: https://meet.google.com/nuq-pztb-asu

Attendees: Eriol, Chelsea, James Vasile, Dan Blah, Rosy Schechter, Chris Zubak-Skees, Bernard, Slammer Musuta, Di Luong

Agenda

Quick round of intros

AP: Eriol make sure Google meeting links are correct also the agenda link in google calendar invites!

Anyone needs any specific time to discuss ongoing work?

  • Discussion on Meta terms & flags

  • Product Management + Design + Dev: Reporting: Updates from Product Management & Design on reporting: Feasibility Review Template - M&E and Reporting - Adopters Nov & Dec 2021 & Jan 2022 - Google Sheets

  • Product Management + Dev + docs: Should be all ok to put a 40min Fredrik & Shrikrishna & Eriol video conversation about how they approached the Intacct API build.

  • X-community: Governance documents progress.

  • Product Management: Discussion on automatically updated/submissions and settings we have discussed adding, where do we want them (Fund, Round, Form, Global?), do we even want more (for many users, having too many settings is overwhelming). Description on GitHub here.

  • Product Management: Discussion on 'What does the files tab need to do for Adopters?: What does the files tab need to do for users?.

Fredrik files (review of recent releases , active dev tasks/bugs)

Adoptor Maintainer Corner (if we have multiple adopters in the call please keep updates on adoptor specific features as brief as possible!)

  • How did ARDC’s bug QA week go?

  • Have an internal bug process tracker (b/c of confidentiality) but half of them are upstream candidates for improving Hypha OSS → coming soon. Dan Schultz ← Expect this name in PR’s etc.

  • Chelsea asked how others use the “flagging” feature.

    • Dan answered: on dashboard, you can flag things for yourself (and they’ll show up as flagged), or flag things for staff (in which case all staff will see those as flagged). E.g., whoever was lead for a round would staff-flag everything that needed to be reviewed, and then any staff who logged in would see which applications are up for immediate discussion. Another use was between rounds to flag “interesting” applications to get a closer look.

    • Di gave a demonstration of how they use meta terms (look under “Actions to take” → “More actions” → “Meta terms” on the embedded reviewer dash panel). She tagged an application for “Red Team Labs”, and then showed how in the filterable list view she could filter on that meta term.

  • Chris Zubak-Skees discussed newcomer UX: “staff flag” not clear to folks ‘flag to staff’ (or maybe “flag for staff”)

    • Meta terms: not clear that there needs to be 3 levels of meta terms. Top level tag.

    • @Eriol/PM:Suggestion for a more free form way of tagging. That supports tree tags vs. free form tags.

    • Bernard responded w/ suggestion to go through previous applications and use that to construct a set of meta terms that make sense. If one just starts w/ free-form tagging, one ends up with lots of somewhat overlapping terms.

    • @Emily for docs. On dashboard there are staff flags that exists. A way to flag on a case by case basis. Reset used to manage and track a screening process and further determination reviews.

    • Staff flags: lead for round, staff flag go to dash and see your flags.

    • Add into the workflow generally how to have a to-do list for a meeting discussion etc.

    • I believe you can also filter by flags

    • Meta terms can be used in a whole bunch of flexible ways - when you want the applicant to be part of the process. Category questions via meta tags.

    • e.g. applications that we would say no to but consider for another call can me meta tagged (if you create the meta term first!)

  • Rosy: Successful grants process now means there more use for detailed Hypha features needs @Fredrik to speak with Karl request.

    • Process for QA involved all staff and recorded workflow and UX/UI bug debt @bernard @eriol

  • How did DDP’s fund using Hypha launch go?

    • Was due to go out on 15th Jan → sending good vibes to Allan

  • Any x-Adopter info updates re. OTF’s finance work?

    • Single button apply

    • Finance demo could be done in Feb onwards for adopters

  • X-community, Lead by Reset & OTF at the moment: Governance documents progress.

    • OTF & Reset & SimSec are working across governance documentation and agreements

    • Viewable pre-summit for ‘socialising’ the governance work.

    • April for Virtual Hypha summit to ‘break the bottle’ as it were over the Hypha OSS community

    • Governance has been working so far so input might be light from that pov.

    • Conversations with other funders and onboarding has been helped via governance convos

    • OSS sustainability conversations

  • Governance process

    • Dan: Trying to design governance ahead of time, both to help reduce potential for conflicts as more organizations adopt Hypha and (inevitably) have feature requests that will not all be aligned, and for funders/adopters for whom “oh it’s open source everything just works don’t worry about governance” is not reassuring enough and who would like to see an actual governance process described in writing.

    • That led to a broader discussion of open source sustainability. Not even trying to summarize it here, but it was great. Eriol sent this link toward the end of it: https://recommendations.implicit-development.org/

UX Design Corner

Documentation Corner

  • Adopter Onboarding docs?

  • Adopter work flow docs?

PM Corner

Any Other Business or ‘Proposals ongoing’

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@Adopters Please add any agenda items you’d like to discuss here for the January Adopters call :slight_smile: I’m working on past discussions this week in preparation.

@allan do you think you’d be able to join to take us through DDP’s grant workflow if you are available?

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Hi @eriol - I’m going to try and make it. I can’t promise though. Jan is looking very tight for me at the moment.
DDP is going to launch hypha with an open call on the 15th of Jan BTW so by the 26th If I do make it, I’d be happy to talk about the new born instance and workflow too

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For sure Allan, if you can’t make this one but we can manage to have a 1-2-1 and I can always communicate back anything to the wider adopters. Or if you want to record a little video to camera we’d welcome that of course and that can happen according to your own schedule :slight_smile: