106 lines
4.1 KiB
Markdown
106 lines
4.1 KiB
Markdown
# Artera
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## 11/21/2022
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### Meeting with Emily, new Lead
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Jackie is the main teammate in Northpass. Emily has questions about our relationship with Northpass, etc.
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Used to be a thought industry user - she loved them
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Bi monthly meetings - starting in January - Emily, Jackie, Sally (Optional)
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Which days are best? Wed/Thursday
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Partnership team
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Other questions and known issues:
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* What product plan do they have?
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DONE: Jackie the owner to schools. Add Emily and Sally to distribution list.
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Jackie is the go to! Emily & Customer Education is the main use case.
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Issues other people were having:
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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.
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DONE: Auto activation with learners is not working. Fake user - Jackie Arthur, jarthur+25@wellapp.com is the fake users name.
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Post-Meeting Notes:
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* They have four instances: Meditech, LearnWELL, GrowWELL, WELL Health Partners
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## 12/1/2022
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### Auto Activation of Users
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FEAT: For open access, it says "invite" button, but the email doesn't get sent. Please change the button to add.
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What happens between deal closed to PM adding them to Northpass?
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Main metric is course completion.
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By adding people ahead of time, this covers Artera's butt by adding and enrolling them into their specific group.
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FEAT: Auto Admin Message when a group is created and who created the group.
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FEAT: Also, they want to see Logs for User Activity - namely around group creation.
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Voice of the customer request: Managers can't reset passwords?
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DONE: If a Manager in an academy with SSO turned on, does it not know how to reset password?
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## 01/12/2023
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### Emily Only
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Course progress stats, but week over week
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70% average course completion is her standard
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She wants a week over week course
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DONE: Setup custom report with WoW of course progress.
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## 01/26/2023
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### Certs, Custom Reports, etc
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DONE: Learning Path. If they are enrolled, it shows the courses below ALONG with in the learning. path.
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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.
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Follow up: Show her how someone could be assigned in a course and learning path.
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Call the Dashboard "My Courses".
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Dashboard Order:
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1. In Progress
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2. Enrolled
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3. Completed
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Jackie already attached the certs to all the courses.
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Custom cert can anyone do it? Or Enterprise only.
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## 03/09/2023
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### Sync up
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Questions from Emily:
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* They are trying to get people into the academy more consistently during implementation. Usually people send them
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courses and let them enroll. When a new feature comes out, they create a new group with those courses and send out the
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group link. Jackie's addition: typically, when someone needs to take a new course, its not the same as implementation
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people. Looking for my recommendations.
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* Jackie's question, if you keep the group the same but add courses, does everyone get the course?
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* Manager permissions, no "select all" for course assignments.
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* FIX: If a manager creates a group, they don't OWN the group. The Admin needs to go in and assign that created group.
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* FIX:: Is there a way to programmatically assign a manager courses, groups, etc? - NO.
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DONE: embed calendar into events page and sidebar of My Courses: 'https://calendar.google.com/calendar/u/0/embed?height=800&wkst=1&bgcolor=%23ecf0f9&ctz=America/Los_Angeles&showTabs=1&mode=AGENDA&title=WELL+Customer+Training+Workshops&showCalendars=1&showNav=1&showTitle=0&showDate=1&showPrint=1&src=Y184ZXM5aGp2Y2g4YnJnZTU2b3VsZXY0NGgzc0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29t&color=%23B39DDB'
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## 03/23/2023
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### Moving to Prod
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Monday 27th.
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Some H1s hiding behind banner.
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If it is done on Monday Jackie can then record the video.
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Wrap categories if too long.
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Each box is the same height.
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Emily due April 19th. Will then be on parental leave.
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## 05/02/2023
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### Scheduled Report Request
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They use looker and allow customers to 'self-service' their reports. Learners must complete the course before being able
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to access the reports.
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DONE: Custom Report for completions of "Self Service Analytics" Course.
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Other items: redoing the design of the internal LMS.
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