Cleaned up TODOs and other customer notes. Added some Terminus templates, I believe.

CustomerNotes/Anthology.md

@@ -113,7 +113,7 @@ page, etc.
 ## 04/06/2023
 
 DONE: Ask if we can invite KC to their Wistia Project
-TODO: Create ExcelSheet for what Northpass needs to accurately update the SRT file.
+DONE: Create ExcelSheet for what Northpass needs to accurately update the SRT file.
 WARN: Wants to start uploading within the week
 
 Content Creators will begin again with 1.0 versioning

CustomerNotes/Glassdoor.md

@@ -52,3 +52,11 @@ DONE: Add this to the `styles.css` file for the academy:
 DONE: Does the "updated" course alert bring you straight to the activity that is updated?
 
 They want to embed Northpass into Wix.
+
+## 05/25/2023
+
+### Account Segmentation & Automation
+
+Mark: Glassdoor is looking at this way differently than Northpass. The epiphany is that Northpass does not have all the same data as Glassdoor. Mark was expecting that we had to map GD segmentation to Northpass 1:1. But we don't have to do that and it isn't wise.
+
+P

CustomerNotes/LarsonTexts.md

@@ -210,3 +210,35 @@ Redesign.
 She gave me her login again to the app. Gave Hubert assets.
 Sophia is training 8 people across two teams on how to use Northpass and Best Practices.
 Offered to join her if she needed help.
+
+## 05/26/2023
+
+### Planning for Expansion
+
+The Story:
+
+* How can support cs in making every customer a partner
+* How to continue supporting district goals in years 2-5?
+
+Context:
+
+* CS team didn't exist a year ago. Now they have 5.
+* What can we do to reach districts without manual work or without pushing their goals.
+* What should be part of the story is the roster of people in Northpass via the platform (embedding).
+
+Tasks:
+
+* Norm to do the nitty gritty technical stuff.
+* Sophia - to bring up and tell the story & Norm to create the tasks that add to that story.
+
+People:
+
+* Chris Toothman, Embedding, some technical information
+* Ruben, CSM - Good at Metrics, CS goals, etc. Ruben managing Planhat.
+
+Concerns:
+
+* Restructuring Groups & Analytics concerns her. She is open to archiving everything and "starting fresh" with an academy.
+* She doesn't know yet where she is going to get this sources for making content.
+* Where does "follow up" training come from? What are the subjects?
+* She wants to be trained on making more modular, micro, smaller trainings

CustomerNotes/Mattr.md

@@ -8,7 +8,6 @@ Nata & Ashley - Content Strategy
 MVP - 4 courses, ready by Mid-March
 No involvement from Norm until the MVP launch in March. Then will review content and strategy and offer advice.
 
-
 Questions for Wayne:
 
 * Prereq property use case? Label or should it block someone?

CustomerNotes/Mizuno.md

@@ -20,7 +20,7 @@ Actually start on 27th. 23rd is 100% ready and QA done. 27th are real people.
 
 ### Mizuno Running Kickoff with Matt
 
-TODO: Confirm dates with Matt for Sales conference.
+DONE: Confirm dates with Matt for Sales conference.
 Matt to collect the rest of the videos etc for the course.
 
 ## 05/16/2023

CustomerNotes/Pipedrive.md

@@ -170,7 +170,7 @@ Webinars:
 * But she needs to bring in widgets & code from their page.
 * These would be pre-recorded. Similar to video tutorials, you go to the course intro page and then are asked to signin.
 * Can we look into an integration to upload webinars directly? LiveStorm auto uploads to Vidyard.
- TODO: Find an endpoint to auto-create courses/activities.
+ DONE: Find an endpoint to auto-create courses/activities.
 
 User Profiles:
 

CustomerNotes/Skuid.md

@@ -161,7 +161,7 @@ FEAT: Notifications after a Learning Path - not at the last course!
 ### Long list from Alexa
 
 She has Figma file for cert page and will send it to me Friday/Monday for us to build.
-TODO: Build Figma in Sandbox - tbd Skuid/Skuad
+DONE: Build Figma in Sandbox - tbd Skuid/Skuad
 
 Synaps as favorite exam embedding software. They might be an LMS.
 
@@ -201,9 +201,9 @@ Increasingly difficult to find what message is what. On the main comms page, the
 
 For incomplete groups, the ppl change each month. She needs to run a report of everyone it was sent to each month.
 
-TODO: Research what comms metrics are exposed in Looker.
-TODO: Ask Marek why the duplicate message/email wasn't there.
-TODO: 2023 March HW Reminder is the template she is using.
+DONE: Research what comms metrics are exposed in Looker.
+DONE: Ask Marek why the duplicate message/email wasn't there.
+DONE: 2023 March HW Reminder is the template she is using.
 
 ## 04/28/2023
 
@@ -217,14 +217,14 @@ Alexa's team currently using QuestionMark for demo and testing.
 YouTestMe is still recommended by Alexa.
 No schedule, likely. Might be "click here to take your exam."
 Still starting with one exam, and likely won't do another one for another year or two.
-TODO: Casually talk with Nikki about Skuid's Cert Program.
+DONE: Casually talk with Nikki about Skuid's Cert Program.
 
 She wants to get notifications for when someone completes Level 1 or Level 2 LPs.
 AppCues pop-up for ALL NINE learning paths.
 Notification after x number of learning paths complete.
 
 Can we run a report that shows ALL course attempts?
-TODO: Create Looker organized by attempts, show all attempts across all people & courses.
+DONE: Create Looker organized by attempts, show all attempts across all people & courses.
 
 ## 05/02/2023
 
@@ -238,4 +238,4 @@ Deadline is to now push it out before the end of May.
 She is able to stay for a month to finish the program.
 
 Anna will be the only training person left at Skuid.
-TODO: Setup introductory call with Anna and Austin so we can all meet.
+DONE: Setup introductory call with Anna and Austin so we can all meet.

CustomerNotes/SwiftMedical.md

@@ -144,4 +144,4 @@ Her comments in [This Figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/U
 
 ### Analytics Directly into Warehouse
 
-TODO: Send Chux information about encrypted endpoint, data definitions, etc.
+DONE: Send Chux information about encrypted endpoint, data definitions, etc.

CustomerNotes/Talkspace.md

@@ -280,7 +280,7 @@ From Molly's Email:
 
 Goal: They need to communicate with the people who have not completed the compliance courses within 30 days.
 
-TODO: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses.
+DONE: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses.
 
 ## 01/31/2023
 
@@ -289,7 +289,7 @@ TODO: Add Column with Date Complete of Getting Started or Managed Care. They wou
 Molly wants to send an auto-email that shares training and support resources as soon as they are done with the course.
 Course = 1099 Provider: Getting Started with Talkspace
 Molly to send copy and links. These shouldn't be a worry cause its a different course with different content and triggers.
-TODO: Set up new Workflow with 1099 Provider Course as the Trigger.
+DONE: Set up new Workflow with 1099 Provider Course as the Trigger.
 
 ## 02/27/2023
 

CustomerNotes/Terminus.md

@@ -33,13 +33,13 @@ They use LeanData for checking for duplicates in their various systems. That's w
 ## 05/16/2023
 
 DONE: Remove Discover Catalog
-TODO: Add new header image that Cherrill will send.
-TODO: Make Footer similar to Terminus.com - at least the background as blue and text as white.
+DONE: Add new header image that Cherrill will send.
+DONE: Make Footer similar to Terminus.com - at least the background as blue and text as white.
 DONE: Remove sign in in header.
 DONE: Move sub-nav to under header image
-TODO: minimize padding around logo. Mimic sign-in/main page.
-TODO: Addtl. Resources boxes same height
-TODO: Feature course, view button align left
-TODO: If no events, link saying "checkout upcoming events!" and link to /app/training_events
-TODO: Filter Button to Terminus Green or Orange
-TODO: Catalog: Sections divided by categories with headings at each section.
+DONE: minimize padding around logo. Mimic sign-in/main page.
+DONE: Addtl. Resources boxes same height
+DONE: Feature course, view button align left
+DONE: If no events, link saying "checkout upcoming events!" and link to /app/training_events
+DONE: Filter Button to Terminus Green or Orange
+DONE: Catalog: Sections divided by categories with headings at each section.

CustomerNotes/Walmart.md

@@ -385,15 +385,17 @@ Krystal to speak to lead designer to give Cam insight as to how they design thei
 
 ## 03/16/2023
 
-TODO: Show MJ how to do Show Transcript for bullet points. Here is the code:
+DONE: Show MJ how to do Show Transcript for bullet points. Here is the code:
 
 ```html
 <div id="transcriptToggle">Show Transcript</div>
 <div id="transcriptContent">
-<p>Hey everyone, this is Ally with Tripleseat and in this video we are going to go over how to create an event and the different options you have to do so. The quickest way to add an event right to your calendar is by clicking on the new event button on the top right corner of your screen in Tripleseat. Detailing this page out and clicking create will add the event right to our calendar as well as store the contact information within Tripleseat.</p>```
+<p>Hey everyone, this is Ally with Tripleseat and in this video we are going to go over how to create an event and the different options you have to do so.
+The quickest way to add an event right to your calendar is by clicking on the new events button on the top right corner of your screen in Tripleseat.
+Detailing this page out and clicking create will add the event right to our calendar as well as store the contact information within Tripleseat.</p>
+```
 
-
-TODO: Show MJ example of Video+Article as two activities example.
+DONE: Show MJ example of Video+Article as two activities example.
 
 ## 03/29/2023
 
@@ -445,7 +447,7 @@ Dave taking over for Nichole. Dave's role is Lead Technical Writer, Senior Desig
 Knowledge Base.
 
 DONE: Reach out to J about deep linking between resources.
-TODO: Ask Cam to mock up the resource bundle experiences - aka Learning Paths.
+DONE: Ask Cam to mock up the resource bundle experiences - aka Learning Paths.
 
 
 ## 04/26/2023

CustomerNotes/Walmart_Luminate.md

@@ -130,3 +130,25 @@ Questions from Stephanie:
 Looking for a June 1st launch. First Wednesday of June. June 7th hard deadline.
 Material Design icons
 Jessica isn't aware of how detailed we can customize things. Maybe send her screenshots?
+
+## 05/25/2023
+
+Needs for modal on entry: Property Boolean, info?
+
+Design:
+
+* Ask Dashboard or How to Course (Intro To luminate in drafts)
+* Make up the design so it stands out.
+
+Info to ask:
+
+* Company
+
+List from Stephanie:
+
+* Time estimates from Kaitlyn. Added in Automation! Checkmark!
+* Articles: Get rid of progress bar. Continue button should skip EOC screen and bring them to this [Dashboard](https://walmartluminate.northpass.com/app/dashboard)
+* On search, when you have a property in results, it shows the templated code, not what the code should be rendering.
+  Sanitized search.
+* She doesn't love the learning path cover page. Send learning path examples of a more minimal design.
+* Add categories tag to search results boxes.

CustomerNotes/Wildhealth.md

@@ -180,7 +180,7 @@ DONE: Submit ticket for font changes & iFrame the calendar.
 
 ### 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.
+DONE: 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.
 DONE: 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.
@@ -198,3 +198,4 @@ This previously worked.
 
 Updated Abby on LPs, Certs, eCommerce and road map
 TODO: Get Abby a list of requirements for design of certs
+TODO: Create Assignments Analytics for Google Sheets.

CustomerNotes/Zenjob.md

@@ -54,6 +54,6 @@ Ideal information in Salesforce:
 ### Design Changes & Tickets
 
 DONE: Added a new group to homepage's access.
-TODO: Submit tickets from [this page](https://docs.google.com/spreadsheets/d/1kV93XzZuXTbIrh4HfqhZoFwGvBhNxCRZTC36eBqxaV0/edit#gid=0). Specifically: Static Banner (140), Popup (120), And Embed the Website (124).
+DONE: Submit tickets from [this page](https://docs.google.com/spreadsheets/d/1kV93XzZuXTbIrh4HfqhZoFwGvBhNxCRZTC36eBqxaV0/edit#gid=0). Specifically: Static Banner (140), Popup (120), And Embed the Website (124).