Gainsight/CustomerNotes/JJSV.md

JJSV

Todos

• Channel Cards should say 33% viewed not complete
• Add timing to activity titles (Melinda)
• Add timing to channel card (Northpass)
  • Challenging Case Content, split into different courses
  • Dont share SCORM course Phaco Funds with Dr. Sam Garg
• My Topics - changing to what?
• All Channels should be All Topics
• Learning Paths >> Programs
• All other topics >> Modules
• Remove Zero_course function/codeblock
• Add copy and all contents to footer
• Check on viva code for legal
• Grey scale certain pictures that are not availble to non-logged in users
• Add privacy links to reg page
• For non-logged in, Events and My Topics should not be availble
• Melinda to provide links to privacy policy, cookie, etc
• Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
• Ask Marek about newsletter communiciations and if we can segment by certain groups or people
• See if we can expand the number of Properties
• State, Region, City, are all needed Properties
• If we need to back off on card content properties (course properties, such as time)
• Programs > Bummer, you're not part of any programs
• Other Topics > Yikes! You aren't accessing any any modules
• Ping Tigue regarding Events should be figured out by our demo -
• Add featured content spotlight box that moves the 4 boxes down
• Can we showcase videos on the main page with a little modal?
• Add all groups as per Kaitlyn's info
• Wants to start putting in content by the 15th August.
• Create and send document for Melinda's instructions to add categories.
• Delete all courses and everything from Media Library
• Let Melinda know when clean state has been achieved
• Create documentation for categories & adding courses to groups - understand catalog vs. groups
• [-] Update Smartsheet by moving all Phase II projects to new heading
• New Footer: all About (minus Products/DO)
  • Useful Links - JJ vision Pro, Contact Us, JJI, YouTube
  • Legal Allyson
• [-] Legal Notice needs to change
• This can't be $250,000k total for global academy
• AMER - is LatAm, Ameica, Canada
• ASIAPAC - NZ, AU, All of Asia
• Europe is Europe

In person events should change register button to "remind me" Melinda will then add the 3rd party links into the event description Figure out events setup

Notes

Customer base: residents, fellows, surgeons, optometrists, ophthalmologists Chapter Content Registrations will be a link that Melinda will manager

7/18/2022

Role is what will decide what content they have more than region or location Content is by role Events is by State It isn't even primary specialty Once the error is fixed on the form, K will let M know to test Events are tied to... Course or group But if we have a group per state, Are we also creating groups around role, not primary specialty When loading an event, event should select between both groupings - a Texas Ophthalmologist She needs granular control, she may not want to invite students or fellows Or a residency event and not invite ophthalmologists

Other one: How do we differentiate from "all"? For Americas, LatAm, Canada, and USA might have different courses This is ONLY for the US

10/03/2022

• CREATE a storyboard PPT of the UX of the academy
• Remove all links along the top of the footer
• Cookie/Legal should link to Northpass' Policy
• Contact Us should be un-clickable
• Add how to edit properties and links in the Documentation
• Backspace Professional Events
• Product Information should be: "Learn about Johson & Johnson's Technology Offerings"

10/10/2022

• Footer - make red text NOT red
• Grey Footer, change 2021 to 2022
• Have Kaitlyn rearrange the tiles on the main page
  • Currently: Events, Explore, Product, My Topics
  • Proposed: Events, My Topics, Product, Explore
• Tigue asked some questions.
  • During the registration process, can Company Practice Name have a suggestion that pulls from Google Search?
    • No, well maybe. Google is too expansive. We need a refined data set. She pinged Tigue, who may reach out
    • Talk and brainstorm about possibilities to refine the data that the search pulls from
• New Site launched One Vision. Pro site. It says "Interact" at the top of the dashboard. Onevision.prointeract.com.
• Melinda called it a "show pad". https://www.prointeract.com/#mousescroll
• Internal training site? CMS? Hard to tell. But it has a folder for sales training. It looks just like a list of files and resources.

10/19/2022

Meeting with Melinda re: Design stuff

• Since we aren't going OUS - Out of US - we can remove all Cookie Policies
• CPRA - US/California cookie policies
• 5 more starts are adding their own privacy policy rules, just like California
• Something we will have to do is let them know that JJSV has a quarterly review policy.
• If a user has been inactive, not logged in, for 6 months, they should be deactivated. Don't erase history, just block their login.
  • This would be for HCPs - healthcare providers
• Employees will be removed from platform upon termination of their employment
  • Usually its a form submission and then tracked on a master user sheet
• There may be the need to do the same deactivation trigger for employees.
  • YES. New Logic:
    • Deactivation for all people after 6 months OR
    • Deactivation for employees after termination.
• Question - how do deactivations work with open access?
• User Audit Policies is what all the above logic and rules will be called.
• Melinda will pull new screenshots for her presentation and then provide the group with the registration link. Each person will register on their own to review the steps. Two reviews will happen to look for bugs and do some QA.

10/24/2022

• Tigue and one of his bosses/co-workers, Sanjiv Kochar, Under Opti799 Comms (Contractor)
  • is "hammering" Melinda about dropping Northpass and using Vision Pro.
• Vision Pro sucks (according to Melinda)
• Vision Pro uses Drupal and
• They want to change the website, project is called "Project Headless"
• Q3 Launch of this type of new platform
• API Integration? For what?
• CMS is not a good solution for them. They strictly need an LMS. Other people think JJ needs a QMS, HRIS, CMS, etc. But Melinda knows they need an LMS.
• Melinda is off Thursday and Friday of next week - November 3rd & 4th.
• Run the inactive list/script just before their quarterly review, or every 6 months.
• This will be a closed pilot, only available to KOLs (key opinion leaders).
• May be able to do more without such legal review since it is for a select group of people.
• She is moving (movers show up) on 28th of November, so everything needs to be packed beforehand.

11/10/2022

Impromptu Meeting regarding

• Wants to learn again how to change the properties for the video carousel
• Didn't know how to access the Automation > Properties section
• Wants to do a new line within the JSON array of her video carousel
• Her AWS Links aren't working. This is the format she gave it to me in:
  • https://jjsvbucket.s3.us-east-2.amazonaws.com/VID_US_EXT_Safe+and+Effective+Use+TECNIS+Symfony+OptiBlue_vFIN_PP2022OTH4993.mp4
  • My changes:
    • https://jjsvbucket.s3.us-east-2.amazonaws.com/VID_US_EXT_Safe%26and%26Effective%26Use%26TECNIS%26SymfonyOptiBlue_vFIN_PP2022OTH4993.mp4
    • This caused the video player to show up, but not play the video
  • URL Encoder:
    • https%3A%2F%2Fjjsvbucket.s3.us-east-2.amazonaws.com%2FVID_US_EXT_Safe%2Band%2BEffective%2BUse%2BTECNIS%2BSymfony%2BOptiBlue_vFIN_PP2022OTH4993.mp4
    • This caused the same issue as above.

11/14/2022

First 30 minute meeting

• Does the DSAR form and Toll Free number for JnJ or Northpass? We don't have either.
• Can they register this as a sub-site or a separate site? Sub site would be easier
• Melinda out for the next two weeks.
• Other item for her is playing audio files. Loading into AWS will be easiest, not SCORM.

12/5/2022

Weekly Sync - Courtney Joined

Melinda half day on the 23rd, then off until the 3rd. Audio files in the platform did not look how she wanted it to look. The S3 embed is too plain DONE: If there are no events, remove zero state error message. DONE: Add Description of the podcast. She doesn't want the S3 Bucket Audio embed anymore, but will add audio files to SCORM files and those will all be individual courses with skip overview page. DONE: Get rid of fine tuned and change Podcasts to Professional Podcasts - categories.

12/19/2022

Pre-Holiday Sync

DONE: Send Melinda a list of all the information Northpass stores

01/09/2023

Final To do before Launch

• All Course Cards should say Start, if viewed, Continue
• Mimic the Privacy Links in Footer of Clean & Clear
  • Verbatim: Do Not Sell or Share My Personal Information | Limit the use of my Sensitive Personal Information
• Need a list of the personal information and records that Northpass stores DONE: Find course creation cheat sheet/documentation DONE: Recorded Webinars Category DONE: List of Form Fields - Country is hidden.

01/23/2023

Content & Design Changes

DONE: Hide the TOC for all courses except webinars - specifically, podcasts, videos, documents.

02/06/2023

Last content meeting before launch?

No notes.

02/27/2023

Check in - did she create content?

She has nothing for me. Asked about how to change the carousel videos on the homepage.