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Changed up some of Anthology's bulk unenroll/enroll scripts so I have a ready to go script if anything goes wrong.

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Norm Rasmussen
2024-02-20 22:22:09 -05:00
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* [ ] ([KeystoneRV](2022-11-22_keystonerv.md)) [10/27/2022] Are learners enrolled in Learning Paths, enrolled in all courses in the LP? Or just the first one? When does Enrollment start?
* [X] (Talkspace) [10/27/2022] Update 2022 to 2023 on the main dashboard page - Update now
* [ ] (Talkspace) [10/27/2022] Setup Workflow Notifications
* [X] (Talkspace) [10/27/2022] Turn on Workflows for Talkspace BBHR
* [ ] (Talkspace) [10/27/2022] Get designs for Learning Path Customization & we can talk about categories
* [ ] (Talkspace) [10/27/2022] Password protection for a course when prompted.
* [X] (Talkspace) [10/27/2022] See if in NPP school we can remove/delete not activated people.
* [X] (Talkspace) [10/27/2022] Pull report of all users in NPP with activated/deactived status
* [X] (Wildhealth) [10/31/2022] Pass PTO information onto Brian so he knows about the support tickets from Baeleigh & WildHealth.
* [X] (Wildhealth) [10/31/2022] Update Branding on WPG - Abby to send new logo and Norm to figure out colors/branding for styling.
* [X] (Aiim) [11/08/2022] Send DV Accredible Interface with Badging and Certs. Aiim uses accredible.
* [ ] (Aiim) [11/08/2022] Create a QBR report for next month's meeting. Analytics, product info. Review usage, etc.
* [ ] (Amyris) [11/08/2022] Setup Quarterly Looker Pull of MCA to be sent to Nicole. Year to Date, MCA. Next one in January.
* [X] (SwiftMedical) [11/08/2022] Create Tabs & categories on catalog page - deciding on design.
* [ ] (Talkspace) [11/08/2022] If a course a is at 100% and is a 1099 course, remove from dashboard
* [X] (Talkspace) [11/08/2022] Remove Footer Completely no Dash no LPs
* [X] (Talkspace) [11/08/2022] Add Training@talkspace.com to footer
* [X] (Northpass) [11/09/2022] Start GrowthPass #6
* [X] (Northpass) [11/09/2022] Complete SOC 2 Training in Northpass University for employees.
* [X] (PUK) [11/09/2022] Check if we need to amend and re-send the Psychiatry-UK Agreement based on the hold until end of February.
* [X] (Northpass) [11/09/2022] Talk to prouct about updating the default admin invitation email content with support links, northpass academy, etc
* [X] (SPSCommerce) [11/09/2022] Create some HTML design updates for under the normal cards on the training events page.
* [X] (Skuid) [11/11/2022] Send Jessica questions about who is the super admin in Hubspot and ask her to setup a private or public app for our integrations.
* [X] (Skuid) [11/11/2022] Send Alexa the WildHealth Style report for each Learning Path as a test.
* [X] (Skuid) [11/11/2022] Ask Chris to help with Learning Paths and Skuid Reports.
* [ ] (Zenjob) [11/11/2022] Ask if we can do a custom integration with Salesforce to send assignment submission pictures
* [ ] (Zenjob) [11/11/2022] Can we pass information INTO a Typeform survey so that a learner doesn't have to enter their name?
* [X] (Zenjob) [11/11/2022] Change Back to my courses to the correct german ([see notes](Zenjob.md)) and remove `/app/dashboards` link, it should go to `/app/courses`
* [ ] (Zenjob) [11/11/2022] Ask Sophie about Shopify integration details and what they want to accomplish with selling courses.
* [ ] (Northpass) [11/11/2022] Submit ticket for a custom page creation in Northpass Academy that ONLY shows Admin Onboarding Courses.
* [X] (JJSV) [11/14/2022] Contact us should go to a FORM not an email - remove link all together for now make it inactive
* [X] (JJSV) [11/14/2022] Opt out for emails - Comms Changes
* [X] (JJSV) [11/14/2022] Upload the second video to the properties for us to test for playability.If it works, Melinda can feel confident about future videos.
* [ ] (JJSV) [11/14/2022] Update Registration Privacy Policy with Vision Pro Legal notice at "jnjvisionpro.com/legal-notice"
* [X] (JJSV) [11/14/2022] MAKE SURE YOU UPLOAD THE AUDIO STUFF TODAY! Upload podcasts to AWS and upload the SCORM so she has examples of both.
* [ ] (TripleSeat) [11/15/2022] Get Brian ChurnZero information
* [ ] (TripleSeat) [11/15/2022] Screenshots of AppCues Examples
* [X] (TripleSeat) [11/15/2022] Send Holly/Katie details of what needs to be done for embedding.
* [X] (Talkspace) [11/15/2022] Create video showing how to setup a Webhook in Fountain for Molly and Taylor to talk to Gracie about. The goal is for a webhook to fire when someone completes a stage in Fountain that attests that they are seeing clients and that would enroll them in their appropriate group and courses.
# Random Tasks
*Date is the date the task as assigned.*
## Meeting with Travis
## 2/20/2023
Figure out:How to offload implementation, support, and analytics from CSM
We should NOT be doing those three things
Figure out with Rob how to allow analytics team to create custom dashboards
* [ ] Send exec-check in for Kat/Emily
* [ ] Get understanding of Netradyne Enterprise pricing from Erica/Charles
* [ ] Complete Lila’s courses review
* [ ] Get better understanding from Travis what was discussed in previous HackerRank meetings
* [ ] Slack with Lila & Kat about remaining courses for review
* [ ] Confirm with Mohammed the common requests
Goal for Norm and Travis is to reduce variables and having CSMs create workflows on their own. They should start using a workflow we set out for them.
Support=0%
Implementation = 20% (content and strategy)
Analytics = 10% (delivery and showcase only)
Each CSM should have a visualization tool of their customer's hierarchy and structure
DONE: Create skeleton mind map for CSMs to use.
DONE: Create structure of daily workflows and how to be efficient at their job
Golden rules:
* Maintain a minimum of x points of contact (if you have 2, make 3.)
* On demand be able to articulate use case and what their client is trying to accomplish
* Short and long term goals for the client
* Renewal date and estimated amount
* Recent usage and changes over the last 2 months (weekly changes)
* Biggest pain point with Northpass
* Biggest satisfaction with Northpass
Travis is going to pull together an account health meeting for the team that looks at:
* Renewals within 6 months. We will go line-by-line.
* Norm and Travis to
### CSM Assignments and Territories
Google Slides of each quarter for CSMs to go through.
## 01/04/2023
### Safic-Alcan, Urgent Catch up
Use case: users must login
Can one of the fields be a list of groups?