Insight in a Nutshell by https://padlet.com/nhaney1/qs3p3iiiqfs8 en-us 2019-01-02 22:49:23 UTC 2026-03-03 07:06:17 UTC hello@padlet.com Completes Group Profile online through formstack using COURSE code no later than 2 Fridays before program. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133581 2019-01-02 22:50:36 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133581 Coordinates on time arrival for program and ensures they bring a signed med/liability form for every participant. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133585 Bonus Points for Alphabetizing the forms by student name
Students without a form...CAN NOT PARTICIPATE AND SHOULD NOT ATTEND]]> 2019-01-02 22:50:38 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133585 Verifies Group Profile is completed and attached in Salesforce two Fridays before program. Reviewed at program meeting. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133743 If GP doesn't attach to course due to incorrect course ID, Admissions makes the fix to have it attach properly.

E-mails client with personal reminder if past due]]> 2019-01-02 22:54:19 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133743 Verifies Roster is completed 1 Friday a week before program. Reviewed at program meeting. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133749 E-mails client with personal reminder if past due.]]> 2019-01-02 22:54:20 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133749 Contacts Sales if POC does not respond to prompts from Admissions for Group Profile or Roster. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133751 Sales makes direct request with copy to Admissions.]]> 2019-01-02 22:54:21 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133751 Create Insight OPPORTUNITY and if program date is 95%+ confirmed create COURSE in COMMITTED stage. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133756 2019-01-02 22:54:30 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133756 Initiate program day w/ authorized signer and if the same person, POC. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133757 2019-01-02 22:54:34 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133757 Automate! To initiate, move COURSE stage to BOOKED only after the following field are completed USE THE AUTOMATION VALIDATION report in SF to verify : nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133759 Partner Contact
Authorized Signer
Age Ranges 
Start Date
Course End Date
Course Start Time
Course End Time
Program Line 
Course Location
Contracted # of students
Roster Due Date
Group Profile Due Date
Medical Forms Due Date
Liability Form Release Due Date
Created By ]]> 2019-01-02 22:54:35 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133759 Uploads Roster to Salesforce nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133854 2019-01-02 22:56:51 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133854 Takes attendance using Roster nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133856 Makes edits to roster to reflect true attendance.
Responsible for finalizing roster online.]]> 2019-01-02 22:56:52 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133856 Plans program day based on contacted # of students and group profile. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133859 2019-01-02 22:56:54 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133859 Reviews Med/Liability Forms morning of program and alerts facilitators of any need to know participant information. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133861 2019-01-02 22:56:55 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133861 Course is moved to BOOKED stage>automation begins nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133873 2019-01-02 22:57:11 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133873 Authorized signer receives e-mail with date, POC reference and an invoice heads up. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133880 No invoice mention for PYC]]> 2019-01-02 22:57:14 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133880 1st Welcome e-mail to POC with program line appropriate nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133881 Welcome letters
Med Form/Liability Form
Lunch Suggestions (not for PYC)]]> 2019-01-02 22:57:15 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317133881 Provide Hard Copies of Forms nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317140980 1. Sales provides client with hard copies of one sheeter and two sided med/liability form.
2. If this is not done, Sales needs to clarify client responsibility to print and distribute to participants.]]> 2019-01-03 01:22:37 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317140980 Post Program- nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142170  Accountable for Completing Roster Data with full participant information and 2nd and final upload of roster. Programs should be no more than 30 days out from timely data entry of full program data.]]> 2019-01-03 01:41:14 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142170 Reviews Group Profile nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142300 Auto attached in NOTES and ATTACHMENTS section on course at least 2 Fridays before program date.]]> 2019-01-03 01:43:14 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142300 Completes roster URL online using Google link no later than 1 Friday a wee before the program. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142554 2019-01-03 01:45:56 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142554 Distributes welcome info and two sided med/liability forms and SOU to all participants and collects signed med/liability form from all participants prior to program date. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142641 (If your clients will have greater success with having these hard copy vs. relying on them to print them, deliver hard copies.]]> 2019-01-03 01:46:45 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142641 Signs Contract! nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142937 2019-01-03 01:50:33 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317142937 30 Day Reminder nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317143595 Restates deadlines for:
Group profile
Roster
Reminder for forms-references 1st e-mail where all forms were attached
what happens for programs booked less than 30 days out? Only get reminders set up for inside that time frame.]]> 2019-01-03 02:01:39 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317143595 14 day reminder nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317143778 2019-01-03 02:03:17 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317143778 7 day reminder nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317143860 2019-01-03 02:05:01 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317143860 Group Profile nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317938705 POC completes group profile at least two Fridays before program in formstack using link and course code from auto letters and once complete:
1. Admissions and Avi get an e-mail that Group Profile is in Notes and Attachments.
2. If course code is neglected admissions gets an e-mail "record ID is incorrect" and admissions has responsibility to fix it formstack so it does attach properly.]]> 2019-01-07 16:20:55 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/317938705 Reviews Roster nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318033870 Can be accessed from COURSE page in SF and should be completed by group the Friday before the program.]]> 2019-01-07 18:59:07 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318033870 Runs Amazing Program nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318034188 2019-01-07 18:59:40 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318034188 Contacts POC if Day Program team indicated Group Profile or Roster support is needed. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318034870 2019-01-07 19:00:52 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318034870 Day after Program Thank You. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318035230 2019-01-07 19:01:27 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318035230 Discuss timelines and responsibilities with POC: nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318035641 1.Distribute information and forms
2. Complete Group Profile-2 Fridays two week before program
3. Complete Roster-1 Friday a week before program
4. Arrive on time with students and all SIGNED student med form/liability. (SOU also required in COVID times)
5. Students should not come to the program if they do not have their completed and signed med/liability form, and SOU. They can not participate in any fashion without these documents.]]> 2019-01-07 19:02:09 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318035641 Recieves New Program Alert from Salesforce. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318039792 2019-01-07 19:08:46 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318039792 Completes Course Report and Basic Course Data with SPS nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318041089 2019-01-07 19:10:41 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/318041089 The week before the program the PM for the day contacts the POC for a customer service check in. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/320983832 2019-01-15 20:14:06 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/320983832 Responsible to hide non client fields immediately after program alert. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/321012520 2019-01-15 21:23:15 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/321012520 Accesses Roster online or makes printed copy. This is program's choice. nhaney1 https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/321013917 2019-01-15 21:27:53 UTC https://padlet.com/nhaney1/qs3p3iiiqfs8/wish/321013917