There are times when the research participant is seated beside you at your lab or office and you have a chance to give instructions in-person and let the conversation flow. It's for times like this that we created the new seamless iOS In-Person LiveShare. And what's more? Other stakeholders can observe the session too.
Before the participant arrives:
Create a Round within a Project
Log on to Lookback on your laptop/desktop and Create a LiveShare Round within a Project. Make sure to check 'iOS' when you select the 'Device requirements.' You can also choose to 'hide' 'Browser Controls' for iOS if necessary.
Prepare your QR code image
Click into the relevant 'Project' and click the "kebab" menu (3 vertical dots) and then click In-Person testing...
Print or keep the mobile QR code available. You'll need it to start the LiveShare.
Invite members from your Lookback Org to observe
You can use our Observer Lobby links to invite any colleagues or stakeholders to join your session as observers and/or to help take notes
Now you're done with your laptop/desktop.
Prepare your test device
Grab your compatible iOS device that the participant will be using and make sure it's connected to a strong Wifi connection and it's not affected by a Firewall.
Download the Participate App from the App Store on the same iOS Device you'll be using for the test
Close all other websites and apps that display any sensitive info like passwords. Later Lookback Participate will be recording your iOS device screen.
You're now ready to start an In-Person LiveShare on the iOS device.
When the participant arrives:
Open the camera on your test device.
Scan the QR code.
Tap 'Open in Participate.'
When the Participate App opens up you'll get a chance to 'Name your session.'
Hand over the iOS device to the participant
Permissions
Help the participant follow the prompts and grant permissions as follows:
When asked to Allow Notifications, switch the the toggle button to green and tap Allow and then Next to be alerted in the unlikely case there's a technical issue during the session.
Now you'll be asked to allow access to the camera. Then tap OK and then Next to enable the camera If the participant doesn't want to share camera, they can choose to not allow camera access. But that means, they can't switch on camera again, once the session begins.
Next, toggle the microphone to the on position
Finally, you'll be asked to share your screen
Tap on Next
Tap on Start Broadcast
Wait for 3 seconds
Tap outside of the Screen Broadcast (the gray box) popup to continue as illustrated in this gif:
Time to Test
Now the participant will be taken to your 'Landing Page' (if you've set one) and you're ready to conduct your In-Person LiveShare.
You know best. Give the participant instructions and tasks. Do your thing.
End your In-Person LiveShare
When it's time to end the test, what you do to end the session will depend on the model of iPhone you have:
For iPhone models with TouchID (no camera notch at the top), you'll tap on the red bar at the top.
For iPhone models with FaceID, you'll tap the red clock at the top
For iPhone models with the Dynamic Island, you'll tap the red circle in the Dynamic Island
In the confirmation window that pops up, tap on Stop
Finally, tap End Session to confirm you are ready to end the session.
Presto! You've successfully completed an iOS In-Person LiveShare with Lookback's New iOS Participate App.