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Sandata sign up form, and Cin7 templates. Some progress on G2, but need to finish it.

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This commit is contained in:
Norm Rasmussen
2024-05-20 16:55:19 -04:00
parent 3820969cc2
commit f93d5053fd
7 changed files with 57 additions and 11 deletions
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23
Assorted_Notes/Pulse2024.md Normal file
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# Notes on Offiste + Pulse 2024
## Offsite
*CSM/Project Manager Role*
* Example from CS CSM:
* GS: "We just had a meeting and showed them the risk management framework! They will start using it."
* 2 months later
* Client: "Yeah we never implemented it."
* CS is facing similarity to other products trying to self-serve.
## Future of CS
* Most popular selection was 1 CSM and 1 CSSC
What do we know works?
* Missed that slide
We need to decouple CS from the other Emerging Products. Right now, CS is the focal point and "leader" for the multi-product customer. How can we change that so the appropriate product is the leader?
Scorecards for CE Data. Community first-pass MVP Example:
* Number of contacts that have registered for Community
* Number of Questions or Articles they have generated
* Number of Product Ideas that they are submitting on behalf of that client.

1
Custom_Templates/customer_templates/Cin7 Customers/_cards_course.html.liquid
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{% if course.ribbon %}
<div class="np-card-ribbon" {% if course.ribbon == "Omni" %} style="background: #0026b2;"
{% elsif course.ribbon == "Core"%} style="background: #05CBBF"
{% else %} style="background: #213343"
{% endif %}>
{{ course.ribbon }}
</div>

2
Custom_Templates/customer_templates/G2/_course_progress_and_cta.html.liquid
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{% if course.enrolled? == false %}
{% t shared.enroll %}
{% elsif course.started? == false %}
{% if course.id == "1d10edc4-6414-4707-891b-8daab9927070" %}
{% if course.name contains "Resource Kit" %}
Explore this Kit
{% else %}
{% t shared.course.start, key: current_school.course_vocabulary %}

9
Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid
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@ -6,9 +6,8 @@
required
>
<option class="second-login-role-option" value="" selected>Select a role</option>
<option class="second-login-role-option" value="Agency Admin/Manager">Agency Admin/Manager</option>
<option class="second-login-role-option" value="Agency Staff">Agency Staff</option>
<option class="second-login-role-option" value="Agency Billing">Agency Billing</option>
<option class="second-login-role-option" value="Agency Scheduling">Agency Scheduling</option>
<option class="second-login-role-option" value="Agency Billing & Scheduling">Agency Billing & Scheduling</option>
<option class="second-login-role-option" value="EVV Agency Admin/Manager">Agency Admin/Manager</option>
<option class="second-login-role-option" value="EVV Agency Staff">Agency Staff</option>
<option class="second-login-role-option" value="Alt-EVV User (Aggregator)">Alt-EVV User (Aggregator)</option>
<option class="second-login-role-option" value="Caregiver">Caregiver</option>
</select>

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Custom_Templates/customer_templates/Sandata Learn/login.html.liquid
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{{ current_school.request_access_label }}
</a>
{% endif %}
<a
class="np-form-link np-button-color"
href="https://sandata.com/support"
>
Click here for Support
</a>
</form>
</div>
</div>

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Custom_Templates/customer_templates/Sandata Learn/sign_up.html.liquid
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@ -66,6 +66,12 @@
{% t .terms_link %}
</a>
</span>
<a
class="np-form-link np-button-color"
href="https://sandata.com/support"
>
Click here for Support
</a>
</form>
</div>
</div>

15
Todos.md
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@ -273,13 +273,13 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
- [X] DoorDash - how are they sending out notifications for new training? Ask Travis. [ITERABLE]
- [X] Cin7 - Email Courtney with these questions re: Academy Changes
- [X] Homepage carousel: Core shows LPs & Deep Dives, Omni just shows category carousel. What should multi-prod show? (Omni/Core Courses are separated at the carousel level, we cannot show both types of courses in a single carousel)
- [ ] Williams-Sonoma - Custom report in Looker with last login time.
- [-] Williams-Sonoma - Custom report in Looker with last login time.
## 05-01-2024
- [ ] Volt - Let Dan know when a sample of the publishing webhook is available.
- [ ] Sandata - Add to workflow --> if learner selects `admin` in form, assign EVV Agency Administrator Training role.
- [X] Sandata - Add to workflow --> if learner selects `admin` in form, assign EVV Agency Administrator Training role.
## 05-03-2024
@ -290,3 +290,14 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
## 05-06-2024
- [X] Swift - Update Header Template with Transcript and send to Kayla.
## 05-20-2024
- [ ] Datasnipper - send Dirk list of needs for next week
- [ ] Update Notes for Glassdoor, tell Tracy to email thank you
- [ ] Scheduled time with Oli for Slido
- [ ] Enter Slido notes
- [ ] Sandata - Is there an API endpoint for listing the courses within a Learning Path?
- [ ] Cin7 - Badges:
- [ ] Move Badges logic from employee instance to Customer/Partner's Instance
- [ ] Add the two custom badges to Partner/Customer instance (see Gustavo's email)