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Some notes and file clean up. JJSV Templates

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This commit is contained in:
Norm Rasmussen
2023-02-06 15:07:51 -05:00
parent b9a39a8164
commit 3ab8bc6ff4
62 changed files with 880 additions and 163 deletions
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9
CustomerNotes/G2.md
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@ -260,7 +260,7 @@ DONE: Send screenshots on Workato Information, Analytics, Workflows & Group Prov
### New Instance Discussion
TODO: Clone all courses to Public instance.
DONE: Clone all courses to Public instance.
June launch for certifications. Erin currently working on a promo plan for launch, trying to see what teams should be involved.
Her budget was approved so now she can use loom and start recording videos for the academy.
@ -273,3 +273,10 @@ All certs will be attached to existing courses. The format is:
* G2 Buyer Intent - the two buyer intent courses.
Buyer Intent: targeting people that have completed the course but don't have access to
## 02/05/2023
### No real list from me
Erin on vacation for two weeks in May. Middle to end of May - returns on the 21st.
TODO: Get cert dimensions for her asap.

4
CustomerNotes/JJSV.md
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@ -194,3 +194,7 @@ DONE: List of Form Fields - Country is hidden.
### Content & Design Changes
DONE: Hide the TOC for all courses except webinars - specifically, podcasts, videos, documents.
## 02/06/2023
### Last content meeting before launch?

2
CustomerNotes/Kiwi.md
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@ -31,5 +31,5 @@ They would like a discount in some way. Joey's KPI is cost per employee and said
Miguel, re: contract - There was some discussion regarding a Zapier license? He said Kiwi paid for Zapier and then invoiced Northpass for that cost? It was a discussion with Paula, apparently.
TODO: Turn on Workato
DONE: Turn on Workato
DONE: Send Miguel webhook info, workato, what's available, snowflake/looker, and the custom extract.

10
CustomerNotes/Mizuno.md
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@ -5,13 +5,13 @@
### Certs Discussion
Overall, don't like our certs and need more
TODO: Skip "view" button and show Certs immedieatly at the end of course screen.
TODO: Certs not loading after clicking view. <-- On Chrome. Worked for Norm.
DONE: Skip "view" button and show Certs immedieatly at the end of course screen.
DONE: Certs not loading after clicking view. <-- On Chrome. Worked for Norm.
FEAT: Cert emails for Outlook need to be reformatted.
TODO: Upload a better size for picture on dashboard header.
DONE: Upload a better size for picture on dashboard header.
ERROR: Certs not sending in email the correct template. Alpinist Template downloads as two pages. Mountaineer logo is too small.
TODO: Ask Patrycja to add me to the final run through.
DONE: Ask Patrycja to add me to the final run through.
To start for the 23rd, people are getting assigned to learning paths. But self-selection in groups is the ideal long-term setup.
Ocean Academy or Stripe type landing page would be ideal for self-selection.
Actually start on 27th. 23rd is 100% ready and QA done. 27th are real people.
Actually start on 27th. 23rd is 100% ready and QA done. 27th are real people.

2
CustomerNotes/SPSCommerce.md
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@ -83,7 +83,7 @@ Enterprise Workflow, where do they want to connect it to externally?
### Kathleen & Kayla
Kayla will update the boxes with links without buttons unless she gets bad feedback, then I will have to get Dorian's code from Charlie. Norm to wait feedback from Kayla.
TODO: See if you can update the existing template that Dorian made to hyperlink a piece of text while we wait for the button.
DONE: See if you can update the existing template that Dorian made to hyperlink a piece of text while we wait for the button.
Kathleen has some questions and/or bring something to our attention:
- Her team is trying to anticipate some changes that are happening in the company, and looking for long-term solutions. 4-Year Plan, repackaging and bundling the products. Potentially, one of the products could have 3 different names. For example:

2
CustomerNotes/Skuid.md
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@ -166,7 +166,7 @@ TODO: Build Figma in Sandbox - tbd Skuid/Skuad
Synaps as favorite exam embedding software. They might be an LMS.
Salesforce no syncing. Support knows about it. All new customers that are coming in are not being synced.
TODO: get update on SFDC integration issue.
DONE: get update on SFDC integration issue.
Lots of Skuid Users that try to go to Skuid instead of HR. Now they are resetting their password on Skuid, but not getting emails.
Users sometimes submit tickets others just don't say anything.

18
CustomerNotes/Wildhealth.md
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@ -173,4 +173,20 @@ She noticed a font change and wants to change them across the academy.
[Public Calendar Link](https://calendar.google.com/calendar/u/0/embed?src=pmtpcalendar@gmail.com&ctz=America/New_York)
Start with one instance and let Abby know.
TODO: Submit ticket for font changes & iFrame the calendar.
DONE: Submit ticket for font changes & iFrame the calendar.
## 02/06/2023
### Certs for Completion of Courses in Group
TODO: Create "hidden" course where a cert will live. Submit ticket for course to show up only after all 10 courses in PM Fundamentals group is complete.
TODO: Ask Product about custom certs for Enterprise. Wild Health needs it for accreditation/legal healthcare reasons.
Education Portal > PM Fundamentals Group > Must complete all courses.
Date for custom cert: end of month, if possible. If not 2-3 months.
WHAcademy: Abby fixed an embed issue but is trying to embed a different website, but it is showing Northpass. www.wildhealth.com\education. It is not working, it is just showing the
TODO: Ask about embeds not working - not loading or just showing the current Northpass page in the iFrame.
WHAcademy again:
TODO: Check out the "Sleep" course, Bear Chronotype image, rounded corners not working, they image is staying sharp
This previously worked.