Gainsight/CustomerNotes/Todos.md

# List of all Todos
---------

## 2/20/2024

- [X] Send exec-check in for Kat/Emily
- [X] Get understanding of Netradyne Enterprise pricing from Erica/Charles
- [X] Complete Lila’s courses review
- [X] Get better understanding from Travis what was discussed in previous HackerRank meetings
- [X] Slack with Lila & Kat about remaining courses for review
- [X] Confirm with Mohammed the common requests
- [X] Send HackerRank marketing materials/one-pagers

---------

## 2/21/2024

- [X] Begin design of Luminate Learning Path completion page
- [X] Test Weglot in templates for Datasnipper
  - [X] Can we adjust where the button shows up?
  - [X] Can we adjust dynamic elements that translate and are too long?
- [X] Update fonts & Continue button color for TripleSeat.

---------

## 2/22/2024

- [X] Chubb Header dropdown - add space to FAQ
- [X] Submit feedback for:
  - [X] Transcript page, Chubb online learning center - remove school & entire line
  - [X] Check Fonts in table
  - [X] Filters colors change - green highlight > Purple, and "clear all" blue > purple
  - [X] No name for Kim and Jenelle, but exists for Steve. Could be based on Display Name?
FEAT: Transcripts page - Clickable courses, Export of table "proof for learner", Last activity/last progress.
- [X] Send Sophia an overview of catalog & include Courtney on email as soft-intro.
- [X] Update End of Quiz Screens for Courtney at BigIdeas Learning.
- [X] Submit ticket for MATTR's requests: full-screen SCORM, progress bar not showing everything

## 02-23-2024

- [X] HackerRank - Publish and force retakes on all courses in their LP.
- [X] Move HackerRank to old publishing.
- [ ] Anthology - Test products on Dashboard with *only* Line images and Text product. $id{7f0070e6-3dc5-4aeb-b361-295e6295dc0c}
- [X] Anthology - Add Properties Updates to CSV Workflow.

## 02-26-2024

- [X] Cin7: updating properties from course settings not working. Figure out fix.
- [X] *Artera: Update CustomCSS tab with Milestone language.
- [ ] Create topic list doc for CE Team Meetings $id{d6cd674b-dd50-4b9f-a960-973812d27440}
- [X] Ask Travis to sync privately with Alaina

## 02-28-2024

- [X] Submit 2 CSQLs for Zenjob - one for PX and one for additional instance of CE
- [X] Zenjob - Clean "Internal Zenjob Testing" - remove everyone without a Zenjob email address. One domain - zenjob.com.
- [X] Part 2 - Add people to academy and add them to Internal Zenjob Testing group.
- [X] Ask about the following:
  - [X] Can a person "speak" to a KC bot?
  - [X] How does KC bot search work?
  - [X] Will NP have improved search in 2024? Will AI be included?
- [X] Walmart: Back button from overview page takes a while to respond.
- [X] Mattr: Research [Avner's Slack
message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?thread_ts=1709081535.497109&cid=C04RER4PH09) on how they can grade a coding assignment in or out of CE.

## 02-29-2024

- [X] Q2 finished by second week of March to give us enough time to plan/react --> Q3 - let's focus on getting these out by end of March --> Q4 - End of April
- [X] Meet and tell CSMs.
- [X] StopItSolutions, change button destination depending on property. Code block below is how you'd run it after page load and where the custom property lives.

```html
<script>
 window.addEventListener("DOMContentLoaded", function() {
        console.log("The person's company is: "+window.serviceLearningProps.customProperties.personProperties.data.attributes.customized_properties.company)
    }, false);
</script>
```

## 03-01-2024

- [X] Ask Katie/KC for all the domain > account group mappings.
- [ ] Look into Looker Reporting for Group Count, at least 1% in progress, etc $id{459cb677-9e2d-4fd8-af89-7282e3abf7d8}
  - [ ] Report with Groups and Group Members Count $id{f77ce524-c75e-43be-90a5-f858c27ada6b}
- [X] Test ILTs without dates for more than 1 session.

## 03-04-2024

- [X] Intro Dirk (DataSnipper) to Allyson
- [X] Cin7 - End of Quiz Screen for Surveys - Activity: "Feature Course Survey", Message: "Thank you for your feedback."

## 03-05-2024

- [X] As Katlin from G2 to explain how she got her metrics.
  - [X] 'Since joining Gainsight we have a mandate to scale our community. You guys are doing it well. How do you do XF work? How did you get those numbers? How did you tie it to retention?'
  - [X] Internal change management. They don't need to reference Northpass. You've mastered it, we'd love for you to do a session with our customers.

## 03-06-2024

- [ ] Begin project plan of moving Spark from Groups to Catalog. $id{51c2ff37-68e1-4316-959d-b2961aa82bea}
- [X] Create template of renewal exec check in for team.

## 03-07-2024

- [X] Intro Lindsey to Zenjob

## 03-08-2024

- [X] Chat with Allyson about ILTs and manager permissions.
- [ ] Ask Charlie about a categories to courses script - Anthology $id{0e77a829-cfa2-4208-8308-97cd82a7cc33}
- [X] Find out if ppl roles (mgr/admin) are in any API payloads. - Anthology
- [X] Ask Lila about verbiage of LMS vs CE Product, etc.

## 03-12-2024

- [X] Emerging markets outreach - $50k+ goes to Easton. Under that goes to Kat. Be sparing with Kellie - C-level and brand name/SaaS/Good Logo. CC Kat on *all* check ins. Send reminder to #ce-cs.
- [X] Reach out to Chris and ask for executive sponsor. If they ask why, we say this is standard procedure and we actually recommend the same to our customers. Direct line of contact to our executive team.
- [X] Add TL tl;dr notes for Artera, Williams-Sonoma
- [X] Clone courses into sandbox and remove templates for Big Ideas
- [ ] Luminate - update templates to allow the badge to be downloaded with a single click. $id{ea163920-0dd0-4beb-a595-39386fe258b5}

## 03-13-2024

- [X] Artera: ask for DB query of all courses in HTML formatting in spreadsheet
  - [X] This may no longer be possible due to a security flaw in how we stored RTE data.
- [X] Blacklane - invite Timo to sandbox
- [X] Blacklane - Add check on login page for group, if group exists, bypass selection screen
- [X] Blacklane - Ask if there is an endpoint that shows the courses within an LP & the order
- [X] HowardHanna - Send follow up email.
- [X] SPS - Send intro to Tracy email.

## 03-14-2024

- [X] Chubb - Update transcripts to remove for and remove school.

## 03-22-2024

- [X] Transfer Luminate templates & properties to Mexico School
- [X] Transfer SSO Config from Luminate Prod to Mexico
- [X] Try and rip language picker from Pipedrive into Mexico
- [X] Complete Downsell/Churn sheet by 3/29

## 03-25-2024

- [X] Cin7 - Clone all courses from Customers to Partner instance
- [X] Cin7 - Clone all templates from Customer to Partner instance --> Had to change domain away from partneracademy.cin7.com
- [X] Cin7 - Create Google Sheet & Script that pulls list of courses.

## 03-26-2024

- [X] Walmart - we *must* get screenshots to them. Discuss with Rob & Allyson

## 03-27-2024

- [ ] Walmart - Ask if they can expose storage in Azure. $id{16dac37f-1783-43b6-91be-e174c0c0bb6b}
- [X] Anthology - Presentation might be a few minutes late.

## 04-02-2024

- [X] Glassdoor - reach out to Paul about next meeting - alone with Tracy or reschedule?
- [X] Datasnipper - Email Alexandra and Dirk about Monday's Meeting

## 04-04-2024

- [X] Anthology - Update ILT cards:
  	- [X]  "Additional Dates" rather than "Multiple Dates" provided there's enough room for the characters.

## 04-11-2024

- [X] Papa - Clone course to Pal University `Understanding No-Shows & Late Cancellations`
- [X] Artera - Update Sign in page to exclude gmail and yahoo emails.
[](2024-04-15_.md)
## 04-15-2024

- [ ] DataSnipper - Get a Scoping understanding and price based on [this Figma File](https://www.figma.com/file/h38sPdLFmDAmXr9Ui71BRq/DS-Academy?type=design&node-id=1729%3A382&mode=design&t=aLhrvbzmVsf7bvnq-1) $id{0f3570ef-06a0-404e-abd4-74eb4c50e9c9}
- [ ] DataSnipper Internal - Create XLSX for Alexandra to fill out $id{e2335ceb-30a6-4af7-a331-e015fe973855}
- [-] ATL/BTL Updates in Salesforce and GonG. Ensure the Persona and Post-Sales Decision Role.
  - [X] Datasnipper
  - [X] Wild Health
  - [X] Walmart Spark
  - [X] Sandata
  - [X] Williams-Sonoma
  - [X] Cin7
  - [X] G2
  - [X] Chubb
  - [ ] Skuid/Nintex $id{26238333-ec67-4d7f-8967-9e0800c22632}
  - [X] Anthology
  - [X] Netradyne
  - [X] AIIM
  - [X] Zenjob
  - [-] SPS Commerce --> Matt Schroyer already has a post-sales role for CS. How to reconcile for CE?
  - [ ] Blacklane $id{6fbd7d7e-5dbf-4587-a944-e416f5db6a43}
  - [ ] DoorDash $id{0c0650bd-3942-4c89-8b30-03cb81a551da}
  - [X] DoubleVerify
  - [ ] DouglasElliman $id{3f973528-d969-4798-92f8-9b405ddc685f}
  - [X] Flink
  - [ ] Humly $id{a4e63360-80b7-44b4-8343-8be661b22f78}
  - [ ] Glassdoor $id{cf672cfd-4d3d-4fad-a17b-739271def030}
  - [X] HackerRank
  - [X] Big Ideas/Larson Texts
  - [X] OneNetwork
  - [X] Mizuno
  - [X] MATTR
  - [ ] StopItSolutions $id{68dbadfe-b005-4969-aeb6-b65bc57a82de}
  - [X] Swift Medical
  - [X] TripleSeat
  - [X] Artera (WellHealth)
  - [X] Pipedrive
  - [ ] Copado $id{9854cfe6-1dce-4aa3-946c-c51b18436b15}
  - [X] Terminus
- [X] G2 - Get group booking link for me and Nergis

## 04-17-2024

- [X] Walmart - Update Monday.com with notes.
- [ ] Move Courses out of group enrollments. $id{be418a4d-ea79-450c-a5ba-544a3485441a}

## 04-18-2024

- [X] Chubb - Looker, Learner Full name - what is it pulling?

## 04-19-2024

- [X] Anthology - Extract CSV of all Courses & UUIDs.

## 04-22-2024

- [X] DataSnipper - Internal academy small changes
- [ ] DataSnipper - External CSQL for design changes. $id{7efb3c02-4977-41d3-9430-bb59c213dd28}
- [X] Papa - Header text on homepage.
- [X] DV - Submit CSQL for custom salesforce integration
- [X] Cin7 - Partner Academy Changes
- [X] Cin7 - Test Mgr Permissions
  - [X] Can a manager create a course and retain management of it? [YES]
  - [X] Can a manager _clone_ a course and retain management of the new course? [ONLY COURSES THEY HAVE CREATED]
 - [X] Can a manager create a group and retain management of it? [YES]
- [X] Cin7 - Customer Academy, add multi-product group filtering --> Top priority
- [X] Cin7 - Employee Academy - remove progress for learning path for deep dive.

## 04-23-2024

- [X] WS - Get Sample MCA for Aubrey for Data Extracts

## 04-24-2024

- [X] Luminate - End of April, launch of new Cert
  - [X] Fix Email formatting - is it only on Outlook?
- [ ] Luminate - Add X to Modal on homepage to click out of it. $id{423edc31-e485-4586-a736-80200a45e6ab}
- [-] Cin7 Partners into Customer Academy:
	- [X] Add logic for partner property to Partner category --> Catalog
	- [X] Ensure logic for both omni and core already works
	- [-] Can we do specific badges to groups, but from the same course.

## 04-25-2024

- [X] Chubb - Check if SSO logged in learner can get to admin view without logging in again?
- [X] Sandata - New sandata.com sender domain with different sectors
- [X] Skuid/Nintex - Ask Charles about two selling points for Nintex --> Migration & eCommerce

## 04-29-2024

- [X] G2 - Banner from another custom page --> is this possible?
- [X] Cin7 - Partners in Customer Academy; all partners should see _all_ product courses, regardless if they are Omni or Core. Logic - if omni and core group, or if in partner group, show all courses. Then, if omni, or if core, show just those courses.
- [X] Copado - Send meeting invite for Friday at 10:30 am.
- [X] Copado - Get Sales decks from Charles
- [X] DoubleVerify - Remove French and Russian languages from Header language picker on 5/10.

## 04-30-2024

- [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)
 - [X] 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. $id{11ff9c7e-d4b8-42b5-8fd3-098e7c5b4c7e}
  - [X] Sandata - Add to workflow --> if learner selects `admin` in form, assign EVV Agency Administrator Training role.

## 05-03-2024

- [X] Pipedrive - Exec Check in for Kat <> Ben
- [X] Artera - Update end of Quiz Screen to: "Thanks for your feedback! If you have any questions, please reach out to education-team@artera.io."
- [ ] Internal - Divide Walmart use-cases in spreadsheet for CS Ops $id{88232230-e029-4fb1-a6ca-5bf8bd4ab789}

## 05-06-2024

- [X] Swift - Update Header Template with Transcript and send to Kayla.

## 05-20-2024

- [X] Datasnipper - send Dirk list of needs for next week
- [X] Update Notes for Glassdoor, tell Tracy to email thank you
- [X] Scheduled time with Oli for Slido
- [X] Enter Slido notes
- [X] Sandata - Is there an API endpoint for listing the courses within a Learning Path?
- [X] Cin7 - Badges:
	- [X] Move Badges logic from employee instance to Customer/Partner's Instance
	- [X] Add the two custom badges to Partner/Customer instance (see Gustavo's email)

## 05-22-2024

- [X] Cin7 - Update Footer Links
- [X] HowardHanna - Update menu items for HH and AT.

## 05-24-2024

- [X] Anthology - CSQL & CAM for Additional Instance - Spanish
- [ ] Anthology - Hero & Subnavigation can be updated whenever $id{5a4e5962-b343-4c7c-a83d-a06c4d793388}
- [ ] Anthology - Remind Katie about the load time plan & message $id{20df4e48-8ac4-44f5-b04e-b4e10582faf8}
- [ ] Anthology - Remind KC about the email to Locked Anthology users $id{e1e7d890-afd5-44be-93d3-3421d348d0e8}

## 05-28-2024

- [X] Pipedrive - Follow up on Optimizely and Segment in a week or two
- [-] Pipedrive - Send follow ups
  - [X] Kaisa - Steps & Process for redesign
  - [ ] Chloe - What we need to implement SEO - examples of why FAQ is working. $id{14924775-8456-4f3e-bb8a-a13d7c016b3d}
- [ ] Cin7 - Employee Catalog Filters - show ALL categories, no matter what $id{0a7200a8-dba4-4c04-bc45-2d31f4823c65}
- [X] Cin7 - Badges - still showing duplicate badges.

## 05-31-2024

- [X] Anthology - Intro Jessica (CAM) for Spanish Academy
- [X] DoorDash - Intro Barb for PS CSQL.

## 06-03-2024

- [X] Cin7 - Catalog Filters showing both Core and Omni despite learner only in one group
- [X] Cin7 - Badges still duplicating

## 06-06-2024

- [X] DataSnipper - People & Groups Report
- [X] Sandata - If someone selects Caregiver role, place them in the caregiver group according to their state
- [X] Sandata - Do not place a user in the Admin group if they select the state: Ohio.
- [X] Walmart Luminate - Mass delete from file.
- [X] Chubb - Add props to all users from file.

## 06-10-2024

- [ ] DataSnipper - Course Overview page, click enroll and auto-click start. Bring to LX $id{9691c2d5-e62e-4989-8b97-f2d0ae61139e}
- [ ] DataSnipper - Order My Courses section by not started/in-progress, completed at bottom. $id{058b7879-f1e5-4dfe-816b-48fac4bf7d34}
- [ ] DataSnipper - On dashboard can we ignore courses enrolled via learning path $id{77342ec6-4c91-4331-90ad-f63f8289d2b6}
- [X] Blacklane - Mass Delete Internal Users

## 06-24-2024

- [X] Anthology - URL Cut over to `academy.anthology.com`

## 06-26-2024

- [X] Walmart - Add visuals to instructions for single activity
- [X] Walmart - Change accordion in video activities to new accordion.

## 07-01-2024

- [X] Datasnipper, look up webhook ID: 3a33b194-c51c-40aa-98c1-d477f6ca4dda

## 07-08-2024

- [X] Anthology - Write up flow to test search bar

## 07-15-2024

- [X] MATTR - Create ticket spreadsheet to share with client.

## 07-17-2024

- [X] Chubb - Send Steve Google App Script & ask Kim what report she needs
- [X] Chubb - Ask SE for Delivery Log export from db. They are trying to find the best way to reminder agents who haven't started anything to actually start the path. Include all the data.
- [X] Volt - They would like an Archive Webhook. "It's necessary for the whole equation of getting everything up to enterprise level standards." No rush but it would help fill in the whole circle.
- [X] HH - Looker: Course Completion, only yes, last 24 hours, scheduled for "results are changed" and 8am every day.

## 07-18-2024

- [X] Cin7 - Check this: can a not-activated user in prereg sign up on the sign up page?

## 08-06-2024

- [ ] Datasnipper - When you click Start LP, drop you into the first activity of the first course regardless of LP flow. $id{591a1d4b-43a6-4965-b726-04010e7b6e12}
- [ ] Datasnipper - When LP is free form, at what point do you get enrolled in the courses - enroll or start path? $id{b280cdc5-86ed-4de6-b629-396222ce5017}
- [ ] Walmart Luminate - Write up that we CANNOT do their redirect, that we will help with their auth, and the language setup will need to be the same as Mexico. $id{f616337c-8dc1-4c94-99a9-2ae62cb923a0}

## 08-07-2024

- [ ] Walmart - Resurrect the feedback mechanism and how we would have built it. What happens when someone clicks thumbs up? $id{d31ccb46-181f-444a-824e-a3a542bf3f67}

## 08-12-2024

- [X] Anthology - reach out to Amit and set up some time to chat

## 08-13-2024

- [ ] REVIEW - VOs: $id{564d77b6-adb0-4175-a3d9-829eff7a3edf}
  - [ ] Quantitative - 80%, Qualitative - 100% - Mid-year Baselines 3 VOs out of 18 current customers $id{5e9ad6d8-4170-4c73-be09-292cb8eebcc2}
- [X] Williams-Sonoma - Big Wishlist item is native survey tool.

## 08-14-2024

- [ ] Datasnipper - Update new user workflow to remove all access group from anyone in a company group. $id{3091404b-8058-43d7-9c26-e5df777f1f47}
- [ ] Datasnipper - One time script to remove all access group from anyone with >1 group assignment. $id{c45fde58-b24d-4432-9885-741f8028d9a0}
  - [ ] Datasnipper - All Learners UUID: 2e274dc7-3abe-4575-8b3d-0c8e73a09f44 $id{d6d7c494-3f05-4ccd-85a6-aec29c00ce0e}
- [ ] Chubb - Images in hero not aligned correctly. $id{b069a9d4-b9ff-485f-9ac3-b745d1ce99ad}

## 08-15-2024

- [X] Cin7 - Update templates based on logged out view. Courtney to come back with changes after pushed to production.
- [X] Anthology - ask Katie about adding the Categories filter to the homepage.

## 08-20-2024

- [X] Anthology - Find out if we can highlight the element selector when using the keyboard to navigate.

## 08-23-2024

- [ ] WMTSupplier - Send notes on how a CE team should be staffed - content creator, support facing, etc. Include numbers. $id{a140201e-e8e5-4ce8-a075-dbe679ede723}

## 08-30-2024

- [X] Datasnipper - Run script for if anyone with > 1 group, remove from all groups and enroll in client group.
Nextweek deadline

Run lighthouse on anthology templates and find list of things that need to be improved

## 10-08-2024
- [X] WSGC - Add logic for [IC] in group name
- [X] WSGC - Change holiday course from catalog to enrolled
- [ ] WSGC - Test iFrame (check Gong recordings) $id{05e0147a-1918-4cdd-bfcb-80d371216923}
- [X] Luminate - Search results in Canada not working
- [X] Spark - Enable search functionality
- [X] DataSnipper - Figure out logic for filters function

- [X] WSGC - Remove Learning Paths from Footer in post-new hire
- [ ] Cin7 - Change the employee catalog filters to allow for other categories in a section called Other $id{99c9898f-9acd-4e24-bef7-34ba0db8a245}

## Assorted Notes from October to EOCY
New Commerce Catalog:
* Filter option doesn't work anymore - is also broken if you try to upload old templates. Bug with filter.
* Icon changes
* Icon on cards for course vs learning path
* Once on v3, catalog needs to be moved commerce_catalog
* New catalog has both learning paths, ilts, and courses.

### Walmart Supplier -
* Help Articles - land on first activity, everyone will be enrolled via Group:
  * https://supplieracademy.northpass.com/courses/a891fcb0-ed3a-4851-8e64-0f4f0b602c2d/activities/2571c2cb-2fc7-4b11-a8b9-fd72d5fa6adf

### Walmart Luminate - 52 hours total
 * 38 used just on Luminate -> 14 remaining
 * Originally for ALL use-cases and up to Walmart to split it up.
 * Will need to extend those hours soon. Luminate can purchase them separately if need be.
 * Issue is that this needs to be addressed with supplier.


## 12/19/2024
- [X] Walmart - See if we can get when Jess added courses to the LP in Spark
- [X] Walmart - PDF of LP overview screens
- [X] Walmart - CSV of LPs and their Courses
- [ ] Chubb - Revisit Qualtrics Milestone $id{01e92b8a-6abb-4048-883b-2ae164af723a}