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Updated Skuid Tests, added Notes and Todos

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Norm Rasmussen
2022-11-29 19:40:47 -05:00
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CustomerNotes/Talkspace.md
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@ -175,4 +175,26 @@ Molly and Taylor want more control of the process. They are trying to remove Fou
Angel/Jenna meeting with Integrations person. Follow up next week.
TODO: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses.
Amanda: Course setup as linear, Course example: B2B Introduction to B2B.
DONE: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.
DONE: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.
## 11/29/2022
### Nicole to learn about Webhook Fountain & Automation
My question: How does an email enter Fountain?
They fill out a form and the email enters Fountain. People can amend their email after etc.
### Second Meeting - Standing bi-weekly
*Jenna*
Jenna meeting with Mary Potter today to review compliance courses.
She is still going through audit and will be done before the end of the year.
*Molly*
Follow up item on cert for learning communities. Can we get a custom certificate for learning communities? Totally custom? Or just add a CEU/Legal Notice.
Two different cert boards, might be two different certs for each board.
Other items:
* Reporting.
Molly met with Mary Potter this morning (she is head of compliance). They are able to get everything they need except two things in Northpass:
* Start Date -> What is that date? When they say they are seeing clients? After Getting Started Course, etc. Once they choose the start date, they need to be able to tell who has and who hasn't completed courses 30 days after that date.
* If they haven't clicked the link, we don't know who has started.
* Talkspace is not sure where that date/number should live.
* Talkspace needs to define what a "Start Date" is for people. Is it after the Getting Started Courses? Is it when they activate in their group in Northpass?
* This is Talkspace started