Updated some todos and notes. Added Datasnipper. Archived old notes.

Customer_Notes/Anthology/08.25.23.norg

@@ -12,7 +12,7 @@
       higher ed, and then signs up. <-- This is much smaller of a use case.
    --- This could also be for international clients, students, non-english speakers, or just random person in higher ed.
    -- If someone else types their email in incorrectly, that's a possible use case.
-      TODO: Add warning for any personal email addresses entered into field. And make button unclickable.
+      DONE: Add warning for any personal email addresses entered into field. And make button unclickable.
    - At some point in the future (next FY-July-June) they will have some things published in the catalog.
    -- They are months out from that. Courses aren't developed yet.
    - For the edu users that aren't on the list should:
@@ -29,7 +29,7 @@
    - The original filter screen was removed from the main page cause it was causing confusion.
    - The experience should be that if you filter and then search you will search only WITHIN that filter.
    - Can we not use Ocean Academy to search and then filter?
-     TODO: Can we do a "page search" bar that doesn't use Northpass searching? Some library?
+     DONE: Can we do a "page search" bar that doesn't use Northpass searching? Some library?
 
 ** Roles and Content Grouping:
    - They are still thinking through something like an Ocean Academy example of grouping content

Customer_Notes/DataSnipper/08.28.23_First-Meeting.norg

@@ -0,0 +1,52 @@
+* CSM Kick-off (No Patrycja)
+** 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
+        - Better User Experience
+    *Timeline:*
+        - Phased Launch:
+            - v1 - Basic Course (relatively quick)
+            - The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
+            - 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:
+   - Gabriele, Candide, Dirk, Sangeetha, Rachel
+
+** 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:
+   - First users in early October
+   - Data: at least understand how many people are going through the courses
+   -- 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.
+   - That approach won't go away, but how can they supplement with asynchronous learning?
+   - Content of the larger session is pretty well defined
+   - Larger session and then that session is split into two
+   - Pace and speed of the sessions - there's a ton of content
+   - Feedback: the middle bulk of info is missed because that is the most technical
+   - 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?
+   - Advice on how content is structured
+   - Creating interactive and content that can be scalable
+   - How to sequence the training over time?
+   - Communications - what's best? How to share new content? How to update their progress?
+   - Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
+     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!

Customer_Notes/G2/08.21.23.norg

@@ -10,4 +10,4 @@
   - New LPs will be pretty similar in content and structure as the previous.
   - Will need to redo quizzes for the new learning paths
 
-  TODO: Submit ticket to transfer RTE elements: General, Resource, Course, Accordion
+  DONE: Submit ticket to transfer RTE elements: General, Resource, Course, Accordion

Customer_Notes/G2/08.28.23.norg

@@ -0,0 +1,11 @@
+* Sync with Erin
+  - Currently on a mini-vacation in Golden, CO.
+  - Hopes to have her G2 for Sales course prototype ready by September 5th
+  - She needs to rebuild the quizzes too.
+  - Has not used the new Rich Text Functions we added for her.
+  - Asked for pricing for Certs - $2,000 for 1, $3,500 for 2.
+  - Wants to start doing some badges and gamification
+  - Too many certs _could_ dilute their core cert
+  - She's creating a Learning Path for onboarding next, is thinking of using a badge for that completion instead of a
+    cert.
+  - Erin accepted the invitation to join the CE Advisory Board.

Customer_Notes/Walmart_Spark/08.23.23.norg

@@ -11,7 +11,7 @@
    - Categories get hard coded with their images!
 
 ** Search Description:
-   - TODO: Norm to deliver length of each description for search.
+   DONE:O: Norm to deliver length of each description for search.
    - Spark will then decide if its a necessary priority.
 
 ** RC Search:

Customer_Notes/journal/2023/08/24.norg

@@ -1,19 +0,0 @@
-* Place main Topic Here - Company Name
-** Attendees
-   -
-   -
-   -
-   -
-
-* Topics
-** Topic 1
-   -
-   -
-   -
-   -
-
-* Action Items:
-  TODO:
-  TODO:
-  TODO:
-

Customer_Notes/journal/template.norg

@@ -1,18 +0,0 @@
-* Place main Topic Here - Company Name
-** Attendees
-   -
-   -
-   -
-   -
-
-* Topics
-** Topic 1
-   -
-   -
-   -
-   -
-
-* Action Items:
-  TODO:
-  TODO:
-  TODO:

OLD_CustNotes/Anthology.md

@@ -137,7 +137,7 @@ Questions:
 
 ### Random Questions and Tasks
 
-TODO: Can "allow retakes" default to yes for all newly created courses?
+DONE: Can "allow retakes" default to yes for all newly created courses?
 
 ## 07/14/23
 

OLD_CustNotes/Mattr.md

@@ -15,5 +15,6 @@ Questions for Wayne:
 
 ## 08/10/2023
 
-TODO: Can we get quiz raw answer in Webhook?
-TODO: We need quiz raw answer in Looker
+DONE: Can we get quiz raw answer in Webhook?
+DONE: We need quiz raw answer in Looker
+-- Update 08/28/2023 - Not happening anytime soon.

OLD_CustNotes/Walmart_Luminate.md

@@ -159,7 +159,7 @@ List from Stephanie:
 
 ### Finalizing Modals
 
-TODO: Setup google sheet for Quiz completion webhook
+DONE: Setup google sheet for Quiz completion webhook
 DONE: Talk to Kaitlyn about the modal. See list below:
 
 * Make modal accessible in the sandbox.

TodoList.md

@@ -1,5 +1,5 @@
 # Todo List
 
-TODO: Aiim -  Find out if we can mass import quizzes. 150 questions and answers.
-TODO: G2 - Reach out and ask if everyone who is new to the academy is also in Marketo.
-TODO: G2 - Send Erin a quick synopsis of how people who complete courses outside of learning path will have them marked as complete inside learning path.
+DONE: Aiim -  Find out if we can mass import quizzes. 150 questions and answers.
+DONE: G2 - Reach out and ask if everyone who is new to the academy is also in Marketo.
+DONE: G2 - Send Erin a quick synopsis of how people who complete courses outside of learning path will have them marked as complete inside learning path.