DataSnipper Notes

CustomerNotes/DataSnipper/DataSnipper.md

@@ -1,11 +1,12 @@
 # CSM Kick-off (No Patrycja)
 
-## Notes from Charles prior to Meeting:
+## Notes from Charles prior to Meeting
 
 **DataSnipper** - Intelligence Audit Platform
 **Current:** Live ILTs (12 Hours per Week)
 **Pains:** Scale, Timezones, Language, Pace, etc.
 **Goals:**
+
 - Provide Scalability w/o Adding Team Members
 - Reduce Manual Hours of Training
 - Eliminate Discovery of Progress
@@ -17,25 +18,22 @@
 - Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
 - Webinars will be big component for them tho so just keep in mind
 
-
-## Attendees:
+## Attendees
 
 - Gabriele, Candide, Dirk, Sangeetha, Rachel
 
-
-## Teams:
+## Teams
 
 - A ton of ILTs
 - Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
 - Tech-touch approach
 - Gabriele is siloed, this is for new hires
 
-
-## Goals and Info:
+## Goals and Info
 
 - First users in early October
 - Data: at least understand how many people are going through the courses
-    - Data should be available in Hubspot
+  - Data should be available in Hubspot
 - They are also looking at CSPs.
 - Have refined the ILT approach, so they are good at it.
 - Began with 1:1 training which was too heavy for the team.
@@ -47,11 +45,10 @@
 - Automation feature is hard to understand.
 - Everyone is currently getting the same training, but this is a good opportunity to split people up.
 
-
 ## Where are they?
 
 - Where do I fit into implementation and on-going support?
-    - What's best for Patrycja vs me? When should they go to both?
+  - What's best for Patrycja vs me? When should they go to both?
 - Advice on how content is structured
 - Creating interactive and content that can be scalable
 - How to sequence the training over time?
@@ -60,3 +57,43 @@
   DONE: 930 am on Mondays for the standing meeting.
 - Gab and Dirk talking this week about personas.
 - One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!
+
+## 09/25/2023
+
+### Remaining Sync Items
+
+Communications deep dive - sender address, footers, options, etc.
+
+- Gabriele's topic
+- Communications into two "tracks", and within those tracks there are always two tracks
+- Standard onboarding > two macro tracks - high and low performing
+- Comms to announce that learners are registered > main POC on client side
+- Comms with learners about the registration
+- Everything will be triggered based on health --> What does that mean?
+- Broad health categories, if a client falls within a range.
+
+Overview from Dirk:
+
+- Content furiously being prepared over last week
+- Content outlines completed
+- Iorad and videos will be completed.
+- First course draft will be completed this week.
+- Internal testers + Norm
+
+Remaining Items:
+5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users
+
+- Jost for regularly and Jost Medium for headings.
+- Presentation specifically, default to paginate, not scroll.
+- Change default functionality.
+
+* Making a file available in the same page as video activity rather than as separate activity
+
+- Hubspot link within "additional information"
+
+ILTs & Timezone
+
+- Local Timezone not showing
+
+FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request
+In addition: activate or deactivate activities based on a property.

CustomerNotes/Wildhealth/Wildhealth.md

@@ -224,3 +224,7 @@ DONE: Create Assignments Analytics for Google Sheets.
       have to update them once.
 
     Trei on paternity leave until end of September. Analytics changes for 2024.
+
+## 09/25/2023
+
+- custom learning path flows