Gainsight/CustomerNotes/SwiftMedical.md

# Swift Medical

Gabriel, back end 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 activate
    * 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

Is there a specific location for a certification for a course for a person?
Not just an S3 bucket general image?
Can we pass variables into the end of course screen RTE?
[Skilljar experience](https://verify.skilljar.com/c/mtond85h86ap) which adds to LinkedIn
Coursera Plus certification?

Gif not working
(size <10mb)

Course order
Subsections

 1. Onboarding
 2. Key Features
 3. Clinical Content
 4. Additional Resources

Subheadings between them -
Add progress filter

Kayla personal email: klambie@sympatico.ca

## Manager Questions

    * They want a manager to add or remove courses
    * A Wound Care Leader should be able to tell their employees and group to assign learners
    * A manager in that group should be able to manage the learners in group

## New Use Case for Certificates

    * Show that anyone has done a certain course
    * Check whether a certificate is expired and then have them retake the course
    * These are bonuses to their existing experience

* [X] Separate Page with Completed Courses
* [X] Retake Course button leads to certificate pdf
* [X] Retake Course > View Certificate
* [X] Most/all Courses are 1 year expirations - all will be same length
* [X] Learner completes course with milestone, after 1 year, recert course becomes available

  * Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?

## 11/29/2022

### Workflow issues with Enrolling

Courses should be more content repositories, and enrolling needs to be more seamless. So if an non-enrolled person searches and clicks an activity, they should be auto-enrolled and brought straight to the activity they clicked on.
DONE: Enroll button should say "Start Course" even if they aren't enrolled and a click should Enroll + Place them at their activity.
FEAT: Can we remember the search click to drop them into the activity they clicked on?
WARN: Drag and drop of activities is glitchy and dropping activity in wrong spots. As if it forgets the mouse is dragging it and leaves the activity in the wrong place.

She doesn't agree with Catalog/Dashboard differentiation.

* Catalog should be everything that I have access to, whether in catalog or in group/assigned.
* Dashboard should be everything that I've already started.

In a perfect world:

* Dashboard should be courses that you are assigned or have started. You can also have "advanced functions" like courses you've self-enrolled in.

Swift recently went through a big restructuring, and 30% of the many teams, including marketing have left. The restructuring is focusing on the core product instead of innovation and new features.

Last random question: her manager, Rob, hates the gravatar things. Can the gravatar default change to a default image.
DONE: Ask if we can change everyone's gravatar to the default bathroom icon guy. If we can't, please disable gravatars and change everyone a gravatar shows up (header) to the bathroom guy.

## 12/21/2022

### Feedback on Hubert's Designs

DONE: Invite Kayla to the Sandbox.
Broadly okay, but little things were wrong. Here were the items:

* Text is not responsive. The toolbar is the full screen. It should be about half of the size. Optimally, when you land you should see some courses below the toolbar. ~67% browser resize.
* Title Text seems "strange".
* The order of the courses is not working anymore.
* Open Access Courses are not showing up correctly.
* Padding, Drop shadow, and size of cards on main page are not correct.
* Little blue line under subnavigation is showing up?
* Missing comma and grammar.
* Rounded edge, not sharp
* White background still showing up on achievements.
* Padding and Edges are all wrong.
* Ribbon is overlapping the edge and not on the corner of the card.
* Remove Zero State from catalog page.
* Pages are mobile responsive.
* Margin error on my learning paths. It is a bit more to the left than the rest of the content. On Mobile.

We need to follow _her_ [figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/Untitled?node-id=0%3A1) to a tee.

Her comments in [This Figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/Untitled?node-id=209%3A2&t=cF0MvFFWy1HmMTeZ-0)

## 02/14/2023

### Analytics Directly into Warehouse

DONE: Send Chux information about encrypted endpoint, data definitions, etc.