Gainsight/Tasks.md

Tasks and Todos

Arbor Education

• Check that billing contact is not Claire. - 04-22-2025
• Move academy to open access & upload domain blocking code - 04-22-2025
• Send email to Laura and Desma (with Sreshta) explaining what needs to be done for the self-reg project. - 07-14-2025

Artera

• Submit TMR for Skilljar demo for the week of August 25th. Include Sally and Emily - 07-07-2025t

BuilderTrend

• Ask CSSC about release notes. Cam said he uses a Data designer to merge learner and client data. Wants to know if he can remove the data designer. - 04-16-2025

Chubb

• Book EMC time for Alisha, Jared, me, Kim, and Jenelle

Cin7

• Book EMC meeting for Courtney and Alisha. - 05-09-2025
• Can SJ API add sign up fields progromatically
• Can we make a custom page that has a custom title. Use this as a landing page instead of an email
• Custom fields on user records - (CE Props) - available in analytics

DeepL

• Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025
• Send Daniela instructions on how to update languages in templates. - 04-22-2025

Doubleverify

• Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025
• Ask about replacing SCORM file from the activity within a course builder.

Notes

Other Admin

• Workato webhook endpoint update. See thread with Austin, Tom, etc. - 05-01-2025
• Workato contract - schedule meeting for week of 16th with Larry and Andy. - 06-02-2025
• Await Lukasz direction on changing the Artera and Hanna University Looks once the new explores are created. - 04-24-2025
• Clean up Walmart Mexico S3 bucket. Wait for Hubert to share what he wants to do. - 04-24-2025
• Update all Q3 and Q4 Renewals with ALL the questions Alisha posted in #theminihub

Pipedrive

• June LP Launch - test adding an LP to the getting started section under "Academy Courses" - 04-22-2025
• Reach out to Ceri to understand if migration or re-design is larger priority. - 04-25-2025
• Ask Zachary Hall to reach out to Ceri around SJ pricing. - 04-25-2025

Walmart Scintilla

• Make the Basic LMS view templates live in prod. Due May 19th - 04-23-2025

Walmart Supplier

• Delete TO DELETE group - 06-02-2025
• Follow up with Phillip re: the group deletion question - 04-23-2025
• Move Production templates to Sandbox - 04-23-2025
• Upload font files to S3 and make appropriate changes in templates/custom css - 04-23-2025
• Add all users in CSV to "Active Supplier", "All Users", and "Grow with Walmart" groups. Set Locale-Person to USA.

Walmart Volt

• Start compiling ticket list and notes to send to Dan Kardell. - 04-23-2025

Williams-Sonoma

• Revert auto-adding of badges to post-new hire dash. Badges should only show when course ef6af62f-897e-4eb2-8f0f-47b3df3bc06b is completed. - 04-15-2025

Wood Mackenzie

• Add Associated ILTs to the course overview page. Ref: SPS Training Centre.
  • NOTE: All ILTs need to show up on Training Events page, but only some need to show up on course page.
  • Record screen recording of how to config this.
• Embedding PPTX in a course, not all settings transfer from admin to learner. But some do, which means the app has some control this. They would like the continuous/page-by-page to carry over to Learner's LX.
• Send email follow up about data extracts.
• When Allyson returns: follow up on using quizzes as surveys. Reference Big Ideas.
• Set default font in LX to Arial 18px
• Follow up on 8/7 around sharing ILT recordings as a course activity or something else

Workhuman

• Submit Publishing Request to product. Currently, WH shares direct-to-activtiy links from their community page to showcase certain features. For instance, one of their links uses this url. If they add new activities, the users who click that link won't see them because they would need to click "Retake course" which doesn't exist.
• Ask about increasing the Password security policy for Customer Hub (CC+CE). The request from the Workhuman Infosec team is:"The password policy should require a minimum length of at least twelve characters to increase complexity and resistance to brute-force attacks. When two-factor authentication (2FA) is enforced, a minimum length of eight characters may be acceptable. Specific character class requirements, such as mandating uppercase letters, numbers, or symbols, should be avoided in favour of allowing any printable Unicode characters to encourage the use of passphrases.

Sandata

Easiest Solution: Dummy/New/Shell course with 0 enrollments so migrator will work flawlessly with the migration endpoint. This will result in Gainsight being much more confident about the 3k people having correct certificate and certificate dates. If we cannot do the above, the edge cases to consider are:

• Any progress with active attempt - migrator will not run
• Completion after 9/8/2025 - regen cert but transcript may be different & increase complexity on how we run the script
• Question - what do to do with people between 9/3-9/8
• In course enrollments tab for admin, enrollment date will be after completion date
• Does everyone who needs access to this new course, have access?
• Cert course name will remain even if course is renamed
• If someone completed it after 9/8 what is their "correct" certificate completion date?