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Talkspace, Todolist, and Walmart

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Norm Rasmussen
2022-11-30 17:19:16 -05:00
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CustomerNotes/DouglasElliman.md
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@ -22,20 +22,22 @@ Current Issues:
* Then managers get involved, especially if agents dont complete it
* Restrict access if incomplete
* They need the new inactivity nudge to list ALL courses that they have been inactive for
* They are recieving a lot of quesitons from agents about WHICH courses they need to complete
* They are receiving a lot of questions from agents about WHICH courses they need to complete
* Kathleen on PTO next week. 10/2/-10/7
## 10/18/2022
* Spent her PTO in Ireland. It was her 4th trip there and has ancestry for Ireland. Her mom has dual-citizenship.
* Recieved an update regarding inacitivity nudge bug and that everything is working now.
* Received an update regarding inacitivity nudge bug and that everything is working now.
* She wants to setup specific inacitivity nudges for specific courses.
* Forwarded me an example email to use the copy in Northpass comms.
* Ask Marek - how to access properties? Can we change the hyperlink highlight color to the brand's colors? Also ask if we can remove the "and x number of courses more".
* Want better certificates. It takes Kathleen a lot of time to find, download, and send.
* Either when they click a completed course, be brought to cert, or have a certs page with all cert links they have accomplished.
* Either when they click a completed course, be brought to cert, or have a certs page with all cert links they have accomplished.
* Charlie is working on managers that can be pulled into a report? She wants to easily filter and see who the person's manager is so that Kathleen can inform the manager of who hasn't completed a mandatory training. This is from the end of September.
## 11/29/2022
Reports are not showing what she needs. Reuben Riviera says as not completed, but did complete it on Oct 4th.
She wants to setup meeting today before 3pm, with Jeff. 1pm.
She is trying to see everyone who hasn't completed the Cybersecurity Course so she can restrict their access.