65 lines
2.4 KiB
Markdown
65 lines
2.4 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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