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Gainsight/CustomerNotes/Sandata/Sandata.md

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Sandata

10/26/2023

Strategy Discussion

  • Nothing from Gary on implementation
  • Using this time to find a guide star for how design will work.

04-25-2024

Gary meeting with entire team today to "wrap everything up". Wants to show us everything that he's showing the team. Norm to send new sendgrid sectors for sender email domain. May 10th launch with first few groups. Will make a gameplan with Gary on what state will be launched on which date, etc. Norm and Austin to run "resend invitation" API script

05-01-2024

Last minute meeting with Gary regarding the following:

  • Our Domain is verified, need to setup a Sender Email Address
  • Ohio is going LIVE tomorrow, I need to verify the sign in/up landing page and password reset process.
    • Ohio is now going live next week.
  • North Carolina goes LIVE next week, same info as Ohio
  • Need to confirm Pre-Registration turn on (maybe May 31st since we dont lunch until June 1st)?
    • Turn on pre-reg early so that they can edit the invitation email
  • Email Invites? All on June 1st. June 2nd
  • Im going to split up each states group into 3 groups that match the form option / will need to remove all learners
  • Will Learners go into both state groups AND Role groups? If not, can we make that happen
  • Caregivers can be added later
  • Assigning courses to new learners as they sign in/up?
  • Report setup for scheduled completions