Gainsight/Tasks.md

# Tasks and Todos

## Nintex
- [ ] Certs need to be updated - likely just the CEOs signature.

- [ ] Figure out if Outlook365 link can be inserted into notification emails.
  * This is the url from the button on the session page: `https://outlook.office.com/calendar/0/deeplink/compose?path=/calendar/action/compose&rru=addevent&subject=session+error+test&startdt=2026-08-01T13%3A00%3A00Z&enddt=2026-08-01T13%3A45%3A00Z&body=To+read+more+about+this+session%2C+please+visit%3A+%3Ca+href%3D%22https%3A%2F%2Fnormsandbox.northpass.com%2Ftraining_sessions%2Fb9e26ea4-1e6a-4d7f-8a7d-d7eb3a572d10%22%3Esession+error+test%3C%2Fa%3E&location=https%3A%2F%2Fattendee.gotowebinar.com%2Fregister%2F5488234718167782496`
  *

  https://www.google.com/calendar/render?action=TEMPLATE&text=session+error+test&details=To+read+more+about+this+session%2C+please+visit%3A+%3Ca+href%3D%22https%3A%2F%2Fnormsandbox.northpass.com%2Ftraining_sessions%2Fb9e26ea4-1e6a-4d7f-8a7d-d7eb3a572d10%22%3Esession+error+test%3C%2Fa%3E&location=https%3A%2F%2Fattendee.gotowebinar.com%2Fregister%2F5488234718167782496&dates=20260801T130000Z


## Arbor Education

### Tasks
- [ ] Send email to Laura and Desma (with Sreshta) explaining what needs to be done for the self-reg project. - 07-14-2025

### Completed
- [X] Move academy to open access & upload domain blocking code - 04-22-2025
- [X] Check that billing contact is not Claire. - 04-22-2025

### Notes


## Artera

### Tasks
- [ ] Submit TMR for Skilljar demo for the week of August 25th. Include Sally and Emily - 07-07-2025t

### Notes


## BuilderTrend

### Completed
- [X] Ask CSSC about release notes. Cam said he uses a Data designer to merge learner and client data. Wants to know if he can remove the data designer. - 04-16-2025

### Notes


## Chubb

### Tasks
- [X] Ask in SJ Migrations channel how we deal with old CE Links. Can we do a catch all error page?
- [X] Explore Google Form for CISA upload and management

### Completed
- [X] Book EMC time for Alisha, Jared, me, Kim, and Jenelle

### Notes


## Cin7

### Completed
- [X] Book EMC meeting for Courtney and Alisha. - 05-09-2025
- [X] Can SJ API add sign up fields programatically
- [X] Can we make a custom page that has a custom title. Use this as a landing page instead of an email
- [X] Custom fields on user records - (CE Props) - available in analytics

### Notes


## DeepL
- [-] Provide clients ability to easily access Spotlights feature.
  - [ ] Sort order of the resources (only) based on 1. date published or 2. Ribbon == new.
  - [X] Investigate what the url category filtering is and see if it works with DeepL's custom templates.

### Completed
- [X] Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025
- [X] Send Daniela instructions on how to update languages in templates. - 04-22-2025

### Notes


## Doubleverify

### Completed
- [X] Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025
- [X] Ask about replacing SCORM file from the activity within a course builder.

### Notes


## Notes

### Notes


## Other Admin

### Completed
- [X] Workato webhook endpoint update. See thread with Austin, Tom, etc. - 05-01-2025
- [X] Workato contract - schedule meeting for week of 16th with Larry and Andy. - 06-02-2025
- [X] Await Lukasz direction on changing the Artera and Hanna University Looks once the new explores are created. - 04-24-2025
- [X] Clean up Walmart Mexico S3 bucket. Wait for Hubert to share what he wants to do. - 04-24-2025
- [X] Update all Q3 and Q4 Renewals with ALL the questions Alisha posted in #theminihub

### Notes


## Pipedrive

### Completed
- [X] June LP Launch - test adding an LP to the getting started section under "Academy Courses" - 04-22-2025
- [X] Reach out to Ceri to understand if migration or re-design is larger priority. - 04-25-2025
- [X] Ask Zachary Hall to reach out to Ceri around SJ pricing. - 04-25-2025

### Notes


## Sandata

### Notes


## Walmart Scintilla

### Completed
- [X] Make the Basic LMS view templates live in prod. Due May 19th - 04-23-2025

### Notes


## Walmart Supplier

### Completed
- [X] Delete TO DELETE group - 06-02-2025
- [X] Follow up with Phillip re: the group deletion question - 04-23-2025
- [X] Move Production templates to Sandbox - 04-23-2025
- [X] Upload font files to S3 and make appropriate changes in templates/custom css - 04-23-2025
- [X] Add all users in CSV to "Active Supplier", "All Users", and "Grow with Walmart" groups. Set Locale-Person to USA.

### Notes


## Walmart Volt

### Completed
- [X] Start compiling ticket list and notes to send to Dan Kardell. - 04-23-2025

### Notes
    Live (Production Azure)
      School: Prod --> https://app2.northpass.com/admin/schools/3c8229bf-a77c-4c88-8c65-75a03b0b1212 - Name: Spark Driver Resources Hub
      Hosting Name: AWS (S3 bucket /walmart)
      Github Repo & Branch: service-learning-walmart --> https://github.com/SchoolKeep/service-learning-walmart - Branch: Master


    Sandbox (Production Azure)
      School: Sandbox/Dev --> https://app2.northpass.com/admin/schools/a21f483c-cfa4-46f7-b30b-8753ec1e7f60 - Name: Spark Sandbox
      Hosting Name: AWS (S3 bucket /walmart-sandbox)
      Github Repo & Branch: service-learning-walmart --> https://github.com/SchoolKeep/service-learning-walmart - Branch: Changes same as master

    Northpass Staging
      School: Staging --> https://app.northpass-staging.com/admin/schools/1ddd31d3-cabe-4809-b5d3-8abfbdd33458 - Name: Walmart Staging
      Hosting Name: AWS (S3 bucket /walmart-staging)
      Github Repo & Branch: service-learning-walmart --> https://github.com/SchoolKeep/service-learning-walmart - Changes same as master

## Williams-Sonoma

### Completed
- [X] Revert auto-adding of badges to post-new hire dash. Badges should only show when course `ef6af62f-897e-4eb2-8f0f-47b3df3bc06b` is completed. - 04-15-2025

### Notes


## Wood Mackenzie

### Tasks
- [X] Embedding PPTX in a course, not all settings transfer from admin to learner. But some do, which means the app has _some_ control this. They would like the continuous/page-by-page to carry over to Learner's LX.
- [X] Follow up on 8/7 around sharing ILT recordings as a course activity or something else
- [X] When Allyson returns: follow up on using quizzes as surveys. Reference Big Ideas.
- [X] PoC Dashboard, Date range should be based on Earliest Activity View - they can get enrollment dates from other reports. But if someone was enrolled 2 months ago but hasn't really viewed activities until the last 2 weeks and the filter shows 7 days ago, they want to see those activity views within the last 7 days.
    - What courses are popular and what companies are digging into the academy. And also understand why is activity 0 for one course but 39 for another. Is this a marketing solution (outreach to enrollments) or content (improve delivery).
    - Allyson cares less about what courses are popular and what is driving adoption.
- [ ] Add some signifier to the courses section categories to indicate that there are more courses (either count of courses or "click here for more")
- [ ] Cloning of cert files
- [ ] Changing from all-access to group-based access - but some clients have already opted-out of CS. How can we auto-sync opt outs between CS and CE?
  - [ ] Can CS JO get CE groups? See above issue. The other app they are using is Pardot


### Completed
- [X] Add Associated ILTs to the course overview page. Ref: SPS Training Centre.
- [X] Record screen recording of how to config this.
- [X] Send email follow up about data extracts.
- [X] Set default font in LX to Arial 18px

### Notes