Gainsight/CustomerNotes/Artera.md

# 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

TODO: 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.