# Artera

## 11/21/2022

### Meeting with Emily, new Lead

Jackie is the main teammate in Northpass. Emily has questions about our relationship with Northpass, etc.
Used to be a thought industry user - she loved them
Bi monthly meetings - starting in January - Emily, Jackie, Sally (Optional)
Which days are best? Wed/Thursday
Partnership team
Other questions and known issues:

* What product plan do they have?

DONE: Jackie the owner to schools. Add Emily and Sally to distribution list.
Jackie is the go to! Emily & Customer Education is the main use case.
Issues other people were having:
DONE: The comms was not updating. Specifically, an image. There is a ticket from there. November 3rd a ticket was sent. They need an update by Dec 15th.
DONE: Auto activation with learners is not working. Fake user - Jackie Arthur, <jarthur+25@wellapp.com> is the fake users name.

Post-Meeting Notes:

* They have four instances: Meditech, LearnWELL, GrowWELL, WELL Health Partners

## 12/1/2022

### Auto Activation of Users

FEAT: For open access, it says "invite" button, but the email doesn't get sent. Please change the button to add.
What happens between deal closed to PM adding them to Northpass?
Main metric is course completion.
By adding people ahead of time, this covers Artera's butt by adding and enrolling them into their specific group.
FEAT: Auto Admin Message when a group is created and who created the group.
FEAT: Also, they want to see Logs for User Activity - namely around group creation.
Voice of the customer request: Managers can't reset passwords?
DONE: If a Manager in an academy with SSO turned on, does it not know how to reset password?

## 01/12/2023

### Emily Only

Course progress stats, but week over week
70% average course completion is her standard
She wants a week over week course

DONE: Setup custom report with WoW of course progress.

## 01/26/2023

### Certs, Custom Reports, etc

DONE: Learning Path. If they are enrolled, it shows the courses below ALONG with in the learning. path.
Jackie: if you're assigned a learning path and you've self-enrolled in a course that exists in the learning path, the courses shouldn't show underneath.
Follow up: Show her how someone could be assigned in a course and learning path.
Call the Dashboard "My Courses".
Dashboard Order:

1. In Progress
2. Enrolled
3. Completed

Jackie already attached the certs to all the courses.
Custom cert can anyone do it? Or Enterprise only.

## 03/09/2023

### Sync up

Questions from Emily:

* They are trying to get people into the academy more consistently during implementation. Usually people send them
  courses and let them enroll. When a new feature comes out, they create a new group with those courses and send out the
  group link. Jackie's addition: typically, when someone needs to take a new course, its not the same as implementation
  people. Looking for my recommendations.
* Jackie's question, if you keep the group the same but add courses, does everyone get the course?
* Manager permissions, no "select all" for course assignments.
* FIX: If a manager creates a group, they don't OWN the group. The Admin needs to go in and assign that created group.
* FIX:: Is there a way to programmatically assign a manager courses, groups, etc? - NO.
DONE: embed calendar into events page and sidebar of My Courses: '<https://calendar.google.com/calendar/u/0/embed?height=800&wkst=1&bgcolor=%23ecf0f9&ctz=America/Los_Angeles&showTabs=1&mode=AGENDA&title=WELL+Customer+Training+Workshops&showCalendars=1&showNav=1&showTitle=0&showDate=1&showPrint=1&src=Y184ZXM5aGp2Y2g4YnJnZTU2b3VsZXY0NGgzc0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29t&color=%23B39DDB>'

## 03/23/2023

### Moving to Prod

Monday 27th.
Some H1s hiding behind banner.
If it is done on Monday Jackie can then record the video.

Wrap categories if too long.
Each box is the same height.

Emily due April 19th. Will then be on parental leave.

## 05/02/2023

### Scheduled Report Request

They use looker and allow customers to 'self-service' their reports. Learners must complete the course before being able
to access the reports.

DONE: Custom Report for completions of "Self Service Analytics" Course.

Other items: redoing the design of the internal LMS.

## 06/01/2023

### Internal Instance Redesign

They don't need ILTs for the internal.
Match the external Artera LMS - as close to 1:1 as possible.

Notes on what to and not to change:

* My Courses - remove events embed, center all cards and make courses 3 across.
* Course cards - They will not be using short description, make cards smaller.
* Sub nav - Remove LP & Events
* Homepage - no homepage, My courses is the homepage

No official release, just move over when ready.
Should be completed once Jackie returns from PTO.
Anytime after the week of July 3rd. Jackie is back on July 11th.
Jackie is OUT as of 22nd.

## 09/22/2023

### Catching up after a while

* Emily wondering why she didn't get notified about the last year of renewal
* Only ap@artera.io was notified.
* Emily wants to share all the feature gaps she's been feeling about Northpass.
* Definite risk re: sentiment for next year.
* Jackie's question about feature/future state:

  * They have a lot of partnerships
  * Platform is directly integrated into partners platform
  * With their own project managers
  * When training, they use Artera Academy
  * These partners need better metrics.
  * Can they do a scheduled report?
  * Filters for the report? She's not sure.
