# Artera ## 11/21/2022 ### Meeting with Emily, new Lead Jackie is the main teammate in Northpass. Emily has questions about our relationship with Northpass, etc. Used to be a thought industry user - she loved them Bi monthly meetings - starting in January - Emily, Jackie, Sally (Optional) Which days are best? Wed/Thursday Partnership team Other questions and known issues: * What product plan do they have? DONE: Jackie the owner to schools. Add Emily and Sally to distribution list. Jackie is the go to! Emily & Customer Education is the main use case. Issues other people were having: DONE: The comms was not updating. Specifically, an image. There is a ticket from there. November 3rd a ticket was sent. They need an update by Dec 15th. DONE: Auto activation with learners is not working. Fake user - Jackie Arthur, is the fake users name. Post-Meeting Notes: * They have four instances: Meditech, LearnWELL, GrowWELL, WELL Health Partners ## 12/1/2022 ### Auto Activation of Users FEAT: For open access, it says "invite" button, but the email doesn't get sent. Please change the button to add. What happens between deal closed to PM adding them to Northpass? Main metric is course completion. By adding people ahead of time, this covers Artera's butt by adding and enrolling them into their specific group. FEAT: Auto Admin Message when a group is created and who created the group. FEAT: Also, they want to see Logs for User Activity - namely around group creation. Voice of the customer request: Managers can't reset passwords? DONE: If a Manager in an academy with SSO turned on, does it not know how to reset password? ## 01/12/2023 ### Emily Only Course progress stats, but week over week 70% average course completion is her standard She wants a week over week course DONE: Setup custom report with WoW of course progress. ## 01/26/2023 ### Certs, Custom Reports, etc DONE: Learning Path. If they are enrolled, it shows the courses below ALONG with in the learning. path. Jackie: if you're assigned a learning path and you've self-enrolled in a course that exists in the learning path, the courses shouldn't show underneath. Follow up: Show her how someone could be assigned in a course and learning path. Call the Dashboard "My Courses". Dashboard Order: 1. In Progress 2. Enrolled 3. Completed Jackie already attached the certs to all the courses. Custom cert can anyone do it? Or Enterprise only. ## 03/09/2023 ### Sync up Questions from Emily: * They are trying to get people into the academy more consistently during implementation. Usually people send them courses and let them enroll. When a new feature comes out, they create a new group with those courses and send out the group link. Jackie's addition: typically, when someone needs to take a new course, its not the same as implementation people. Looking for my recommendations. * Jackie's question, if you keep the group the same but add courses, does everyone get the course? * Manager permissions, no "select all" for course assignments. * FIX: If a manager creates a group, they don't OWN the group. The Admin needs to go in and assign that created group. * FIX:: Is there a way to programmatically assign a manager courses, groups, etc? - NO. DONE: embed calendar into events page and sidebar of My Courses: '' ## 03/23/2023 ### Moving to Prod Monday 27th. Some H1s hiding behind banner. If it is done on Monday Jackie can then record the video. Wrap categories if too long. Each box is the same height. Emily due April 19th. Will then be on parental leave. ## 05/02/2023 ### Scheduled Report Request They use looker and allow customers to 'self-service' their reports. Learners must complete the course before being able to access the reports. DONE: Custom Report for completions of "Self Service Analytics" Course. Other items: redoing the design of the internal LMS. ## 06/01/2023 ### Internal Instance Redesign They don't need ILTs for the internal. Match the external Artera LMS - as close to 1:1 as possible. Notes on what to and not to change: * My Courses - remove events embed, center all cards and make courses 3 across. * Course cards - They will not be using short description, make cards smaller. * Sub nav - Remove LP & Events * Homepage - no homepage, My courses is the homepage No official release, just move over when ready. Should be completed once Jackie returns from PTO. Anytime after the week of July 3rd. Jackie is back on July 11th. Jackie is OUT as of 22nd. ## 09/22/2023 ### Catching up after a while * Emily wondering why she didn't get notified about the last year of renewal * Only ap@artera.io was notified. * Emily wants to share all the feature gaps she's been feeling about Northpass. * Definite risk re: sentiment for next year. * Jackie's question about feature/future state: * They have a lot of partnerships * Platform is directly integrated into partners platform * With their own project managers * When training, they use Artera Academy * These partners need better metrics. * Can they do a scheduled report? * Filters for the report? She's not sure. ## 02/14/2024 ### New Year, new meetings Goals for 2024: * She will get this to me * CKO is in March, that's when they will get a "lay of the land" for the company. Needs for 2024: * Mini coursework * Role-specific courses * Wants to see the next 6 months roadmap * Would love to see a public product board and/or community to up-vote ideas. * Update URL to a new custom domain. * TODO: Send Emily and Jackie the steps for updating their domain to Artera. Red Flags: * Analytics "are the worst they have ever seen in an LMS" * Average Course Completion across _all_ courses needs to be customized in Google Sheets * Manual calculations are needed * They use Looker, so comparatively Northpass is limited. * They want to know more about Enterprise analytics. * Learning Paths not available to Managers is "bizarre" * Admin Console for who has changed what, who has updated the course, being able to view version history, etc. * Workflow - uploading SCORM file directly to course. Editing and uploading quizzes directly to a course. ## 03/13/2024 Spoke about upgrading to Enterprise. Data needed from Gainsight: * 1 or more learners have completed a course within a month Two questions from Emily: * Knowledge base URL was moved to Artera. They will soon move the academy url away from learn.wellapp.com * Wanted to know if native survey functionality is coming in. Typeform doesn't allow for aggregate data analysis. They are just using it for basic CSAT, 1-5 like scale. * Want to use quizzes as surveys. Show analytics. ## 04-10-2024 Jackie has been laid off. Emily on PTO May 6-10 ## 06-05-2024 Mark was big advocate for gainsight Emily goes up to PS, but her boss left Now reporting to MarComs Support went to Engineering This started in April Sally and Noor still involved Emily not feeling great Julie was her boss "we could do whatever we wanted" Increase the spread of the academy Artera UI is changing in July Emily advocating for a button in the UI ## 06-12-2024 Tom overseeing the CS product Adrianna is Emily's new boss. Brynn is new too