Gainsight/CustomerNotes.md

#Crayon 
**Crayon**

As of tonight
Crayon.co/Academy will no longer have a form
Crayon.co/Academy/Activator-Course - Form to course url
And then the same for architect

These should be course 

Lets remove groups later


Current experience is press enroll and then start
how to refresh and auto enroll
look at pre-enroll populated links for post-launch

Conor to send sub head copy to update

Norm to send screenshot of home page with my name added

Can you look at group deletion? How can we enroll everyone in the group and delete the group

Send Conor how to find MCA and show only empty attempts

Conor off July 5-8
Conor off this Friday


#Talkspace 

Talkspace Call - 6/28/22
Training Call for Madison & Marlene
Invite Ummey
Molly optional

Worse case in deleting and recreating the course
Many people with 75% of the course 
416 tickets of people with errors
52 people completed the learning path
Rest of comments are around the harrasment and cyber course

Would new ones work better? Not guaranteed

Understanding from Norm:
Who is in charge of all courses?

William Bell (Kipp)
Cyber Security
Harrasment showing 100% in NP
Not in BBHR
CS: still due
Harrasment: Still due
Contact Patrycja

Amanda Corriveau - she needs admin access to BBHR/NP but shouldn't be able to access Course Marketplace
Both need BBHR to connect courses, Molly in 2nd instance
Molly should not have access to course Marketplace




#DoubleVerify 
- google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
-

- :w


#Dept Agency 
Thought Iorad was included, not an additional cost
More than one person interpreted as included

They don't have a budget for this and their debrief was all about how easy Iorad

Charles was the best salesperson they ever had, CPO thought he was the best
Iorad was a decision factor

They need it for at least this year


Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already

Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc.

Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters

Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc.

Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.



#Swift Medical 

Gabriel, backend questions
* didn't know about developer docs
* is impressed with its extensiveness
* showed him how to turn on API and obtain UUID of courses and groups
*
*

Asking about adding people to groups automatically
When someone clicks on the academy button in their app, they have a course enrollment link
Will a user get created when they click that link without doing the sign up process
Prereg + UID? 

Wants someone to be enrolled in a group based on their company
How to do this with open access? 


In the server database is where a person's company is stored
How can we link people to certain groups without self-selecting?
Kaitlyn suggesting webhooks based on person activated
Recieve response when someone is activated, and based on that mapping, add them to a group

Gabriel
when someone clicks a link, 

What's the ideal - Norm?
Kayla - they should have access to all the content when they first click a link 
Someone clicks a general swift academy button, and gets brought to 

Turn on Workflows for Swift External academy

Gabriel's Final Example:
- A user in a group will have access to the catalog + group courses, correct? Yes!
- There's no way we can give access to a group pre-activation
- Best bet is to give them access to entire 


Questions to Kayla 
    - Why create after click? Why not activate someone when they sign on with Swift
    - Best course is webhook when activat
    - What other options do we have to activate people? 


Meeting with Kayla at 3:00pm 6/28/2022
    - Hasn't had time to go over some of the things she wanted to
    1. new templates wants turned on
    2. search bar toggled on
    3. Want to remove enroll step - go back to the tickets and check
    4. One SCORM per course, and so the percentage has no validity, see if we can pull SCORM % and add to bottom of course viewer/LX
    5. Automatic open to full screen for SCORM - non technical users don't know it even exists
    6. The normal box takes up too much of the screen and is wasting space
    7. Autofull screen script not working consistently - it works upon refresh


#Wild Health 


Here is text

#4Pillars 
Code igniter information
RDS on AWS SQL database

Send documentation for open access and appending learner information into URL


Scrolling not working on course overview page or LX when embedded into their app

Launch is still on track, translation can wait a day or two
As long as embedded experience working, parameters can be passed

#STOPIT Solutions 
Three most important things:
    1. Sandbox
    2. Certificates
    3. Self-Service e-commerce

##Goal of Sandbox
Non production instance
StopIT admins and partner are managers
Just QA and Internal 
Modular and formatting
Videos, PDFs, RTF, Quiz, Assignments etc
$Kevin: would it make sense to have two separate instances? One for SEL content and one for EDU instance?
Do they need SE work? 

Timeline from $Jai: Get created, get invited
Once ready for SE. 
Jai and Kevin as admins
Include Robin when ready

Once Robin drops content, modularize the content


## Content 
### eCommerce 


Ondemand content for teachers
Certificates and CC receipt

Powered by 451 ink
Check out if we can integrate

For ondemand, lots of marketing
to individual teachers outside of their districts
The courses will be CEU Credits
STOPIT will have to track CEUs
Properties

Another option: 
Can they modify the build into the SEL instance?

Definitions: 
Admin training - 
Student SEL - 
Educator - Teachers looking for PD requirements