> For the complete documentation index, see [llms.txt](https://accreditron.gitbook.io/research/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://accreditron.gitbook.io/research/trials/untitled-1/untitled.md).

# Process and Procedure

Outline of the proposed process. This trial is broken into six steps.

## 1. Briefing Assessors and Working with Ministry

Five regional assessors will be chosen by the ministry to participate in the trial. The assessors will be emailed to arrange a phone call to brief and have a quick interview.\
\
The template for the email is [Assessor - Pre-trial](https://drive.google.com/open?id=1G2aZbrwYBIwCmUHp-1zdURYYTOilfzst0xLmZTxtd7Y) found in the Email Templates folder, this email should also include the info [sheet for Assessors](https://docs.google.com/document/d/1_23bP3tsxABls6Jiq7XzXAjaqU0N6wC-z0wUUiO_BBM/edit?usp=sharing).

During the phone conversation, the researcher will answer any questions the Assessor has. The interviewer will follow the [pre-trial assessor script](https://docs.google.com/document/d/1aM5VJt1TPb4UBqKwGdfbKzvtW5V3BSwkg8IsSTaLmsU/edit?usp=sharing) to prompt questions. Then they will document the answers in the [assessor pre-trial questionnaire](https://docs.google.com/forms/d/1WzUP57MKHUzUBWlnmubZmmtyt20U3pV1o8PF21N-NzM/edit).  

The assessor will then select a provider and contact them regarding the trial. The assessor will have the option to use the [Assessor to Provider - Initial email](https://docs.google.com/document/d/1btNPXUXaoDOT5TlpMiaGnV5v6fnQjFlBwv_xZVzsO_4/edit) provided in the Email Templates folder.

## 2. Pre-trial Interviews

If the provider chooses to participate in the trial, the researcher will contact them to organise a time to do a pre-trial briefing and interview with them.

The interviewer will:

1. Use the [pre-trial provider email](https://docs.google.com/document/d/172j8rnbV1X8ASA_DLuK4MnDnAIV2MYyEs1FsrCYLtRY/edit) template to send the provider their [info sheet](https://docs.google.com/document/d/1m83k7wXA2zF2QAnedlF_uIx1RoxmQy5asyWWG74tq7g/edit#heading=h.5lsn9qefmda6) and [consent form](https://docs.google.com/forms/d/1rRqIPyZHfjRSOxvEhagZfQJfxS6EIVoLLVX-dFduzi4/prefill).
2. Schedule time for the interview.
3. At the start of the interview ensure the provider has submitted their [consent form](https://docs.google.com/forms/d/1rRqIPyZHfjRSOxvEhagZfQJfxS6EIVoLLVX-dFduzi4/prefill). The interviewer will answer any additional questions from the provider relating to the trial.
4. Use the [pre-trial script](https://docs.google.com/document/d/11oLwJH7j5XflbOX_5mTJ5-l4LEXlFVX3GsVhWaxo8Q4/edit) to conduct the interview and briefing.
5. Save recording in the recording folder with name and date of interview.
6. Send them the [provider task sheet](https://docs.google.com/document/d/1hmGXGMnzggOpBBKFa3LDc9Eyp2msaOHDKFEqe3Nlq4Y/edit#heading=h.2qphzkv4obng) which will help guide them through the trial.
7. Transcribe the interview into the [Trial - 2 - Provider Questionnaire](https://docs.google.com/forms/d/1QccvaQMu_6xRLv7qCVW4cHskvk6NIXWK3dPQJ8FHPZQ/edit).

## 3. Trial Task

Providers were given the task during the pre-trial brief to submit their pre-assessment information for review.

{% hint style="info" %}
**Participant Task:**

"Please submit your pre-assessment information for review.'
{% endhint %}

The researcher will not be monitoring how they interact with the software during this period. However, participants may email, or call, with questions.\
\
The provider has been advised to contact their assessor before contacting their researcher. There is expected to be a conversation between the assessors and the researcher throughout the trial.

## 4. Post-trial Interview

Assessors will be automatically notified by email from Accreditron when a provider submits their pre-assessment for review. At this time the assessor can begin their process of reviewing their pre-assessment.

The assessor will contact the researcher to begin post-trial interviews.

The interviewer will interview the Provider following these steps:

1. Email the provider to organise the post-trial interview using the [Provider - Post-trial template](https://docs.google.com/document/d/1TsZkpbmlfo9YD9Mp5qmvO8XhgjUnZfGH4Wy-OlgLWBg/edit).
2. Schedule time for the interview and add to the calendar.
3. Conduct interview using [Post-trial Provider Script](https://docs.google.com/document/d/1eBMcwHFG14ytJlktgjWVwqZr9fnDdlYTgbDayj_fB0A/edit).
4. Add recording to recording folder with name and date of the provider.
5. Transcribe interview into the [Trial 2 - Provider -Questionnaire](https://docs.google.com/forms/d/1QccvaQMu_6xRLv7qCVW4cHskvk6NIXWK3dPQJ8FHPZQ/edit).
6. Send [thank you email](https://docs.google.com/document/d/1vd9DKePJAusRFw0YearF2gT9-hAs2b2VtcgvMnWWOkI/edit) to the provider.

The interviewer will interview the Assessor following these steps:

1. Schedule time for the interview and add to the calendar. There is an email template available to use titled [Assessor - Post-trial](https://docs.google.com/document/d/1uF8KHRC9Cr4wHojnIs5YxI-PTl8oqaQuqtkKcV1UCOw/edit) template.
2. Conduct interview using [Post-trial Assessor Script](https://docs.google.com/document/d/1cUHTK1DtAdqTyHnlBEzxvRnQA9hmX3-Kc8tYblmts0k/edit).
3. Add recording to recording folder with name and date of Assessor.
4. Transcribe interview into the [Trial 2 - Assessor - Questionnaire](https://docs.google.com/forms/u/1/d/1HOpEC3ZJc1ETn2VDu66ZHrHKwsbKryYOnF9DCWyXjCc/edit?usp=drive_web).
5. Send [thank you email](https://docs.google.com/document/d/1Xg0pHo55D3gGGlN7BkmnwE3XspMHsxQrnlo6Sy4Sy-k/edit) to the assessor.

## 5. Processing of Data Collected

Once all interview data has been transcribed into the appropriate questionnaire, the researcher will begin to sort this information into usable findings.<br>

The researcher will then categorise the collected data for faster analysis. Looking for common trends or themes in the data\
\
For example, trends might include:

1. questions which providers get stuck on,
2. misunderstood concepts, or
3. features that had a strong positive response.

These findings could be about any aspect of the product and could identify:

1. areas which are working well,
2. parts which need improvement, and
3. opportunities for new features.

## 6. Reporting of Findings

Having completed the processing and analysis of data the researcher will compile this into a report and presentation for the Accreditron team and government. The team will use the findings to inform the direction of their design process.