# Feedback

comment:
Change the last sentence of the second paragraph to " This likely means the protocol needs to change so I need to perform and assessment."


comment:
Remove "plan" after assessment on the second option


comment:
Change "have all impacts been taken into consideration"


comment:
Would discuss the clinical validation and agree with other comment


comment:
Can we remove plan after assessment and put in the assessment pop up box after "The assessment considers how the change impacts" add that the list is not all inclusive in parenthesis


comment:
The end of the first sentence sounds a bit awkward to me


comment:
Can the 2nd sentence be changed to the following: The change owner should evaluate their specific change or impact of not implementing the change appropriately to determine its criticality level.


comment:
the site manager needs to attend the meeting to provide input on how the change will impact their function. Training would not need to attend the initial discussion meeting bc their impact would be discussed during the implementation of the change not the decision to make or impact of the change. The patient does not need to be included in the decision of the impact but should be notified once the change is implemented.


comment:
please change the first 3 lines aas the following:During a recent data safety review the CRP identified the need to lowered the initial dose amount of the compound. the review did not note an immediate risk of safety for the patients currently ongoing.


comment:
In the process documentation it mentions the following:

for training:
Project management tools (for example, project plan, cutover plan, communication plan)  can be used to document the project implementation steps/plans.

These supporting documents should be attached to the change record to support the implementation plan overview.

SHould we add here? Question for the SMEs


comment:
In Roles involved I only see the Change Owner and the Study Team. I may be missing something...


comment:
SHould we add Change Reviewer as a role involved?


comment:
The Study Manager needs to be involved.
I don't see the Change Evaluator involved?


comment:
In order to avoid confusion, is it possible to have only 6 chairs in the table since there should be only 6 participants?


comment:
Can we put a check mark to the first section on 'What is Change Management'?


comment:
We can refer to process maps in the course (process map titles are locked)- maybe we should then add the title of this process 'Manage Trial Change'


comment:
the content of executive summary doesn't flow very smoothly and logically. i suggest to break it in two major parts: 1. what should be included in executive summary; 2. what are the major usage of executive summary


comment:
the portion that has been highlighted in bold seems incomplete


comment:
it seems that we narrowed the customer analysis only to the people, actually it is much broader  than that. for example, the financial status of the company, the strategy, the competitive advantage, the culture, etc.


comment:
I had to think about the word "commutability" Not sure affiliates will understand?


comment:
I do not quite understand what we mean by opportunity and fit and how to prioritize accounts thinking about these two


comment:
is the strategic vision too vague?

Last bullet point - EMEA and Africa: EMEA usually stands for Europe, Middle East and Africa. therefore it already includes Africa


comment:
It was a little confusing when I clicked on all items in tent and then I didn't get 'next' button.  I didn't consider the person 'in the tent'


comment:
I'm not sure I understand the Financial - Total Cummins Inc. and relevance to the account plan


comment:
The instructions tell you to click on each term then click to find out which types of customer.  I wasn't sure where to click after clicking on terms.  Possibly be a bit more specific on where to go for third click


comment:
It begins when a change has been identified that may impact the protocol


comment:
The assessment plan  is the impact analysis and we should use that name instead of assessment plan.


comment:
Revise button should list Study Manager, Quality approver and Business approver the other roles are not correct.


comment:
Remove trials from the example, this process is typically performed at a trial level, so this is not a good example. Maybe use "For example, adding a country or updating the impact assessment."


comment:
CT materials-I will help determine the impact to product labeling, packaging, formulation and other elements  related to ancillary materials and Investigative Medicinal Product (IMP)

Regulatory-If the study is being performed in the European Union (EU), I will help determine  if the amendment is substantial in consultation with the medical director. If yes, then I will determine and document the change per EU regulations of the impact to recruitment and regulatory reporting.  I can also recommend steps to include in the implementation plan to eliminate adverse impact of the change. 

Site manager- I will help determine the impacts and approximate timelines for ethics approvals and regulatory documents impacted by the change. 

Statistician-  I will help determine the statistical consequences of the change and impacts to the analysis plan, sample size.

CRP- I will help determine if the change should pause screening and enrollment and things such as impacts to the study blind or  inclusion/exclusion criteria

DSS- I will help determine impacts to data validation and/or data review systems


comment:
site manager and CT materials do need to be added to the table. Training does not.


comment:
These will be pretty much the same reasons as the other case study. May want to add different people at the table such as CLO, study manager, CTPMA (CTPMA as a role that does not need to be at the table but needs notified)


comment:
I didn't think either one is required but I am not certain- lets verify this


comment:
What functions should be notified of the change and potential for impact? 
All trial team function representatives
CRP, CLO, DSS, Stats, Regulatory
CRP, CLO, Site manager, training


comment:
Now you are ready to complete the last module of the Transplant Academy


comment:
To answer SP's comments - yes, there are multiple CMV tests for this is fine.

Yes, affiliates should know about commutability as we introduce this concept in earlier modules


comment:
Remember learning about Masahiko's journey as a transplant patient in Module 1?


comment:
Yes, the third filter should be CE-IVD and US-IVD tests only. 
The second filter should be LDTs, including those made from CE-IVD reagents (here both homebrew LDTs and CE-IVD reagent based LDTs can be included as long as they report in IU/mL)


comment:
...that the Roche CMV tests offer key advantages for their lab.


comment:
...report in IU/mL to meet the current recommendations in guidelines. 

Want to remove "the best choice" throughout.


comment:
...second filters section removes tests that may report in IU/mL but are either homebrew LDTs or LDTs built from CE-IVD reagents.


comment:
Label on third funnel should just be CE-IVD or US-IVD tests

FDA approval is redundant if already say US-IVD


comment:
The third filter removes competitors CE-IVD or US-IVD tests based on key performance criteria such as clinical validation and workflow efficiency.


comment:
...you can position Roche CMV Tests as the solution to meet their needs.


comment:
For the second filter in the funnel PDF need to have the logos together in the middle or somehow placed differently...the current layout seems to suggest that the objection and Roche counter are specific to that company (ex; Argene)...the objections and counters in this level of the funnel apply to all the competitors shown at this level.


comment:
Agree with Tera's comments.  1 and 2 seen redundant.


comment:
Would like to change this counter on the funnel second level:
Thresholds are institution specific, which impacts patient management.

Thresholds are only institution specific; lack of universal guidelines impacts patient management


comment:
On funnel PDF for Siemens - capitalize "Test" in the name.


comment:
It is not research that is recommending...

but the current guidelines for management of CMV in SOT patients recommend IU/mL and proficiency tests organisations provide samples in IU/mL for testing.  This is the first objection to overcome.


comment:
Check for use of "z" vs "s" for British English


comment:
Agree.. the last part of the funnel should only be CE-IVD Tests and US-IVD tests..no LDTs


comment:
As per my comment on the PDF, can you move the logos for the companies to the middle as all these objections apply to each of them...here is looks like there are specific to each company.


comment:
These manufacturers provide CE-IVD detection reagents that laboratories can use to build LDTs.


comment:
Not eliminates.. 

The cobas(R) CMV tests minimise risk for the lab and provide operational efficiency that reduces the time and resources required.


comment:
Can we move from FDA approved to "US-IVD" throughput the module for consistency?


comment:
some typos and changes needed for the slide. Will send updated one through Basecamp


comment:
Typo of "LTDs" in answer...check to make sure this is correct throughout


comment:
It seems that the correct answers are always at the top of the conversations. Can we mix these up a bit?


comment:
These are the same competitors with just one more added...

Here is the list of top competitors. These competitors manufacture CE-IVD and/or US-IVD tests.

Let me demonstrate how to use the positioning statements from your reference guide in a conversation with a customer on the following screen.


comment:
Will need to discuss this on the call together as we did not have time to meet before hand.


comment:
Roche has decades of experience in setting the standard in infectious disease testing including for CMV.


comment:
This is incorrect. There is only one right answer here..the first answer


comment:
Let's discuss this question and the answers


comment:
This is the first time we use the word "harmonised". I think we should change to "standardised"


comment:
Will this be confusing if we answer with FDA approved if we change it to US-IVD every where else in the module?


comment:
This is not correct...we don't have EBV and BK tests at this time.  We need to discuss how to re-word this response.


comment:
We OK with using just an icon vs the whole image of an organ from the SPOT campaign here?


comment:
For the first filter - does it make sense to remind them that the arguments to using IU/mL can be found in academy course xx?


comment:
If we move the LDTs including those made from CE-IVD reagents is there a way to show hierarchy within the second filter- e.g. through a color gradation?


comment:
I'm not sure if I understand what is meant by "purchase calibrators"


comment:
A thought - what if the customer asks about what they can do with their current data / results assuming they work with copies/mL?


comment:
My previous comment would depend on if it's an existing customer (as opposed to a new customera0


comment:
Flexibility may mean that standardization may be difficult to achieve


comment:
I like this. I wanted to see if I could get a better result on the conversation so I went back and redid the conversation.


comment:
The last sentence "..their system just is not as.." is awkward. perhaps rephrase to ...their system is just not as..."


comment:
a fully automated transplant menu to me implies that Roche currently has many transplant assays not just CMV


comment:
Is the image supposed to look like a heart? For transplant?


comment:
I would use the image from the SPOT campaign to tie things together.


comment:
LSAM role should be added as they can advice on countries impact


comment:
When clicking on the professor, the slide does not leave enough time to read all, for non-English native speakers. needs 5 sec more time


comment:
we can use the following scenario: The Ministery of health in France required the addition of day 8 chemistry to be collected in the first three cycles of treatment for all patients enrolled in the country


comment:
The red text that popups up if you don't include your name should not say to include your WWID.


comment:
Does this actually take you to the warehouse as described in the text?


comment:
When coming back to this page, make next button live.


comment:
As stated earlier, the Hint shouldn't show up if picking all 4 already.


comment:
And having the continue, submit and next/back buttons is confusing.


comment:
Transfer spelling incorrect 3rd paragraph


comment:
First sheet doesn't get a blue check until I clicked it twice


comment:
The header needs to be consistent across courses.  Can't have the text as a lock up with the C.


comment:
Would like to reword 'Define a generator..', maybe "Describe" what a genset is or something else


comment:
Missed edit - the lab manager should say "Sure! Go right ahead." if the learner selects correctly.  There is no need for the popup and continue button.


comment:
The dry ice box needs to be bigger.  Maybe reduce the size of the tubes to give you more counter space?


comment:
The dry ice fumes should be there before the learner clicks.  I would also make the fumes smaller and appear to be coming out of the box top since that is where it is open.


comment:
I clicked the 2nd analyzer last and the "All of these..." text appeared at the same time as the popup box about why it's an environmental issue.  Learner should click the X on the popup before the "All of these..." text and Examine the samples button appears.


comment:
Box should be bigger here too.  Consider making test tubes/rack smaller to make it fit on the counter better.


comment:
To be consistent with the previous activity, we should force the learner to click the X before moving on to the next item.


comment:
Also to be consistent, I'd show the "fumes" from the dry ice coming out of the box here too.


comment:
The map is Set up, manage and close out trial in Impact so it is bigger than managing impact data.


comment:
I'm not sure that we use our internal collab spaces to manage site information.


comment:
I don't think we should mixt the IMPACT system with the collaboration sites since they are used completely different.  The wording on this page is reflective of IMPACT and not necessarily the colab space.


comment:
I may be wrong but I don't believe that IMPACT is used to manage the trial-level design.  It manages trial milestones at the trial, country and site levels.


comment:
I do not believe sites are entered during the set up phase in IMPACT


comment:
I think a review of the map may be helpful.  The trial is set up first and once that is done countries then sites can be set up and managed in IMPACT.


comment:
Maybe I'm reading this incorrectly but if the FPV date is April 1 and then move to August 1 we are giving the functions more time and not less time.


comment:
I am not sure this applicable across the globe.  I don't think we have sites wait until we hear back from the FDA if they have comments on the protocol they do not approve the protocol.


comment:
TMF documents are not considered transitory.  I think this should say depending if the trial has an eTMF or paper TMF will determine where TMF documents should be stored.  If the team is using an eTMF the documents that are required to tell the story of the trial should be housed within the TMF and not on the collab space. For paper TMF the documents should be printed and sent to the TMF file.


comment:
The audio portion is limited to two slides with some digging and scraping noise. I would not have audio at all if that is the only use of it.


comment:
The young professor/graduate school starting point sets a tone that might switch off more experienced hires, for me its better that this is rephrased to broaden the appeal.


comment:
The term journal may not be understood by all  not really sure what it could be replaced by, perhaps note book/note pad/diary?


comment:
Change to "an account plan isn't a one-time activity.  Today.."


comment:
The tent and images look great, but make the people and background appear low res and poor quality.


comment:
We need to edit the professor image to remove the shovel so he is not always holding a shovel throughout the course.  If he was going to always hold something it would be the journal.


comment:
Why is Simon gray, faceless, and low-res when all the other people look so much better. Is he like a BLP mascot/default figure?


comment:
Change the wording here from keeping in mind the following guidelines to keeping the following guidelines in mind


comment:
Change last sentence to "You need a plan or you're not going to be very successful"


comment:
Change ending sentences to "because I hadn't thought about where I wanted to dig and who I need to bring with me to be most successful, I wandered and wandered.  I didn't find anything."


comment:
I find myself having to click Start twice in order to advance.


comment:
Bold the ending "s" in Resources in the last sentence.


comment:
Need to be consistent with our language.  If the resource we have is the template, should we refer to it as the "Planning Framework" as we have in the text or is it really the template we have noted in the Resources?  Pick one to use throughout if we're referring to it more than once.


comment:
Re-word to read:  The agreement contains appropriate legal terms and conditions including, but not limited to, intellectual property, confidentiality, work product, etc. and establishes:


comment:
Recommend changing "would not be reasonable." to "may not be reasonable".


comment:
When I click the Monthly flag, I don't get new text.  it shows whatever was on screen previously.


comment:
When I clicked back to see the setup of this section again, then reached this screen, the text with Click Next to continue appears.  I wanted to see the setup again.  Am I thinking about this incorrectly from a functional standpoint?


comment:
I think we should say "How often an account team meets..." since our learners are managers.


comment:
After going backwards and coming forwards again, I don't get a Next button after I re-complete this activity.


comment:
We're using "sellers" and "account managers" interchangeably.  Let's pick one to use throughout.  My vote is "account managers."


comment:
change "mangify glass" to "magnifying glass"


comment:
change magnify glass to "magnifying glass"


comment:
When I click back then progress forward, I don't get a Next button on this screen, even if I've completed it.


comment:
Delete the extra period at the end of Simon's sentence.


comment:
This feels like another wall 'o text.  Can we break up or bullet some of the content?


comment:
Remove extra space between "a" and "(bi-)weekly" at bottom of journal.


comment:
"We" havent' applied strong coaching skills.  I'd frame this as "you."


comment:
This animation took forever.  The one in the other course seemed faster.  Can we check?


comment:
Perhaps the first sentence on this feedback screen should say "We need to get information on customer roles, whether the people in those roles are promoters or detractors, and how the customer selects vendors."


comment:
Change "magnify glass" to "magnifying glass".


comment:
Simon's speech bubble changes too quickly on this screen once the initial animation finishes.


comment:
The slide master for this screen needs to be updated so that the title reads "Sales Manager", not "Account Manager". The subtitle also needs to be updated to "Coach to Align the Cummins Team".


comment:
Again, we can just delete a sentence, in this case, the third one: "You coach your account managers to make the right decisions, to dig deeper so that they can reach their goals." I also suggest changing the second sentence as follows: "You coach your account managers and  provide ongoing support by checking in with them regularly, asking questions, and providing them feedback."


comment:
The slide master needs to be updated during the animation. That is, on the final slide in the animation, the slide title read "Account Managers" instead of "Sales Managers."


comment:
Re: jc's comment about language consistency, the actual Excel file for the template/framework is labeled "Corporate Account Planning Framework".


comment:
Update the account manager's speech bubble on the incorrect feedback layer: "Are you sure that's what I should be thinking about? Try again."


comment:
Change text to "It's important to prioritize which accounts need an account plan.  You can consider opportunity and fit so we allocate.."


comment:
Elaborate on opportunity and fit labels to  "Revenue Opportunity" and "Strategic Fit".

Guide people to the corporate template in the resource link to use the Account Qualification tab to see criteria for opportunity and fit that may be useful.


comment:
correct "and this is the ideal" and change to "account team for this customer"


comment:
Change "owner" label to "Team Members" and add Application Engineering to second initiative


comment:
The graphics feel like they are taking different approaches.  The background looks glossy, high res and good and the professor now looks like a low res drawing/cut out. We need to talk about updating the professor to align with the look of these sections.


comment:
Use a modern computer image like a laptop and a cell phone instead of walkie talkies


comment:
Adjust this section to focus less on the options for how to handle since multiple answers would be appropriate to tie better into the account plan - the intent is you learned about this new contact so make sure they are incorporated into the account plan, the team is notified and you decide how and with who to engage them.


comment:
Same adjustment as first, less about response and more about taking action to incorporate into the account plan and update the team.  It would be correct for the account mgr to reach out to learn more versus tell the account team this cryptic message since more information is needed in order to take action.


comment:
Correct to - "help you and your team stay aligned and make the most of each..."


comment:
I'd really like to hear about key initiatives Cummins will deliver for us.


comment:
Revise Financials label to "Account Financials" and for both answers clarify they wouldn't share those financials, but the customer specific measures (what the customer measures them on or is important to them) should be shared.


comment:
Speed up uncovering of dinosaur animation and revise text from the Professor to "Congratulations, you completed the course!".


comment:
On the c6000 Data Management Print View Quick Reference Card it states that Print View holds 1000 pages and then it is First in, First out (FIFO).


comment:
The blue on key words - GOALS, PROCESS, etc. looks a little odd to me... was this used in courses 1 & 2? If not, Let's use the same regular darker teal that is the standard template color, or a dark gray for these.


comment:
Can the background images go all the way to the top of the content area so there isn't a white bar above?


comment:
Is this supposed to be the same guy as earlier? Before he didn't have gray hair/beard and had on an orange sweater.


comment:
GLOBAL: Make text in these boxes left aligned instead of center. It will increase legibility when the eye can start at the same place line after line on bigger blocks of text


comment:
Let me send you an updated icon where the pen is yellow instead of red per the template changes


comment:
Well, he did have a beard, but he's not the same guy ;)


comment:
Financial Disclosure Defined in the top left of UI bounces around a little from screen to screen, and here the end of Defined sort of "bleeds" into the other part of top bar that is teal


comment:
The next button has the word next but no arrow showing until you rollover it


comment:
The screen titles on screen don't align with what is in the menu dropdown


comment:
Remove close captioning option from the menu since there is no audio


comment:
My previous comment applies to the onscreen text under the section "Use the menu to access:"


comment:
The module title text in the top left corner (white box, teal) is in a slightly different position from the previous screen


comment:
Resource link: I saw Jenn's comment that the only link to include for all courses is to the CDOS landing page, and that this goes on the reference page for the course. Were these other resources approved to be included in this course by the Lilly team?


comment:
Best Practice 1 text: "If there are any financial disclosures that have a "yes" on specific questions, the Study Manager needs to be informed." add "on specific questions" and a comma


comment:
Does the process map say "disclose-able"? The correct spelling (perhaps only outside of Lilly) is "disclosable"


comment:
Step 6 text: I think the 1st paragraph should be bulleted after "to list" since the 2 times they must complete the form are so different. The sentence is confusing otherwise.


comment:
This is a fairly extensive list of items to include - why aren't we using a process graphic to represent this conceptually? A graphic that breaks up the columns of the process map would help chunk this information together. Let's talk about this!


comment:
Anything we can do to tighten this up a bit? This screen is a little text overload


comment:
Make the blond lady the same direction in both instances


comment:
Third bullet point re-word to read:  "Lilly's responsibilities as established by the Lilly Law Division and local laws and regulations and/or procurement."


comment:
Reword:  . . . relevant scientific questions for customers (including patients, Health Care Providers and, regulators).


comment:
Suggest re-wording:  Consultants for medical research provide legitimate scientific advice and feedback related to clinical trial research.


comment:
Consultants are not always global thought leaders.  They may be local or regional.  Reword to say Consultants may be global, regional or local thought leaders and Lilly values their real world-feedback and expertise.


comment:
Re-word fourth bullet point to read:  "Confidentiality, intellectual property and other legal provisions to safeguard Lilly's information"  Suggest throughout the training when you reference confidentiality also mention "intellectual property".


comment:
Second example - reword:  A consultant has agreed to participate in a medical research advisory board related to a clinical trial and review data and/or answer important relevant scientific questions regarding the study for patients, investigators, etc.


comment:
The CBSO may not necessarily be the Requester's primary contact.  Sometimes the requester doesn't communicate with the CBSO.


comment:
Agree with comments regarding objectives 1 and 2 and removing CBSO in the last objective. If we do keep CBSO, should we spell out the acronym?


comment:
KB only provided the payment process for payments made out of the US.  This doesn't accurately state the Mercury process.  Should we make this more "high level"?
&. Change starting &. In some countries, the approver submits the invoice for payment along with supporting documentation, if any, and the payment is made via wire transfer or by check.  There are other situations where payments may be reviewed in a system and payment is triggered without submission of an invoice.


comment:
second information button to read:  Forms submitted through CPS are received and processed by Physician's World for Lilly.


comment:
Throughout the documents please add "medical research advisory boards" because there are other advisory boards that are not medical research.  Also a suggestion-- throughout the training please either capitalize the word consultant or use lower case.  I see it both ways.


comment:
Information button:  Please re-word:  For consultants outside the U.S. the request is submitted through the medical research portion of the "International Meeting and HCP Approval Collaboration Site"


comment:
Include "local laws and regulations" in third bullet; do we need to include "GCBC"?


comment:
See previous comment about the correct name OUS consulting  "International Meeting and HCP Approval Collaboration Site"


comment:
Re-word to say:  These forms may include consents, banking, tax forms, etc.


comment:
Reword to say:  The banking, tax forms, IN forms must match the name of the party listed in the contract who will be receiving the payment for services.


comment:
Reword to say:  CBSO rep would ask the requester for more detail with regard to the services and may recommend that the hours be adjusted to more accurately reflect the work to be performed.


comment:
Reword:  The changes may have to go through an approval process and if they are not approved, the agreement request could be terminated.


comment:
do we need to include other tasks they could potentially be contracted to do (ie: national coordinator, present/speak at meetings)?


comment:
Per the c6000 Quick Reference Card Data Management Print View holds 1000 pages.


comment:
directional text doesn't have any words bolded to follow convention of other screens


comment:
There's storyline Prev and Next buttons on this screen


comment:
directional text doesn't have any words bolded


comment:
Let's break this up into a few separate paragraphs to make it not such a big block of text


comment:
Make a separate paragraph starting with "Without teamwork..."


comment:
Incorrect feedback - body text - some is gray, some is black


comment:
module title in white area at top left - here it is center aligned... was left aligned everywhere else


comment:
Module title in white box at top left - also aligned center here


comment:
have directional text change to click next directions after you've clicked downstream impact


comment:
GLOBAL: N in Next for Click the Next button.... should be capitalized. do a find and replace


comment:
There are "Click the arrow..." directions here and the previous screen of this sequence, but not the others. I think you could probably get away fine with just having it on the first screen of the sequence (soccer field with no person on it screen)


comment:
Would a 24 hour lab with an e-module only have a daily pipe?


comment:
Align all text in gold boxes to the same x point


comment:
As you click through this, the people look like they get a little taller/shorter...


comment:
Would some of this text be better suited as a table where you're comparing rental agreement to consulting agreement with rows for each of the things that are "similar" ?


comment:
2nd paragraph - add a comma after responsibilities


comment:
Also a comma after responsibilities in the 3rd paragraph


comment:
Is this the right gold color on the outlines on popups? It looks a little orange-er to me than usual.


comment:
Move teal instance of execution "tab" down a little so you don't see a line of white between it and the outer teal shell of the course


comment:
Move the teal invoice tab down a little so you don't have a line of white between it and the outer teal shell


comment:
Do we have a headshot for a Budget Approver to include in the top bar here?


comment:
Include CBSO Rep headshot in top bar here


comment:
Move Execution tab down here too to get rid of white line below


comment:
Change directions to click next... once all clicks have been completed.


comment:
In the change management course, Lilly wants to focus on character's role (rather than giving them a name). This is a global approach, unless the character's name is part of a scenario. In addition, I think the first time a character appears in the course, they should have a box with their title called out. So in this case, the learning agent would have "Study Manager" as their title. Use a the same format as the popup box (white background, yellow outline, same font) for this


comment:
Use active voice for the 3 feedback boxes that pop-up: "Financial disclosure is not required", e.g.


comment:
Nice to have: each character goes into a visited state once clicked


comment:
See earlier comment on adding a "role" title for each character here


comment:
Regulatory character text: the sentence is confusing; I think you need to add some commas "I am consulted by a Study Manager, when financially disclosable information is reported, for guidance on..."


comment:
Per change management alpha review, Lilly would like check marks added to the modules that have been completed


comment:
Directional text: Change to "Click The Study Manager's Role button to continue."


comment:
The character is floating here - he should be flush with the top of the teal bar at the bottom. He may need to be shrunk down to fit


comment:
Either replace "Edwin" with his role (e.g., Study Manager) or identify his role in the onscreen text.


comment:
There is a comment in here from the change management external alpha...from RT (Rachel Turbeville, Lilly)


comment:
What is the purpose of the investigate icon? When I hover over it, it gets jumps to a bigger size. Recommend removing any hover state actions


comment:
Same issue on this screen with the icon - once it's clicked, it gets bigger and flashes between normal size and large size


comment:
It seems that there should be a set up slide before this process that explains the icons and why they are onscreen - this would introduce the process to the learner before they apply it


comment:
Since these questions are not "select all that apply" then they shouldn't be able to select more than one answer before submitting


comment:
The submit button hangs outside of the answer option box


comment:
Is there a reason that the learning agent here is a silhouette?


comment:
See previous comment on including the name of each character's role onscreen


comment:
Add a comma in the last sentence: "...is updated, which will..."


comment:
Feedback pulls from the previous menu screen here as well


comment:
Change directional text to "Click SAM Role in Financial Disclosure button to continue."


comment:
SAM needs to be defined in this paragraph (Site Activation Manager) before using it as an acronym throughout.


comment:
Same previous comment, add a label identifying the character's role as "Site Manager".


comment:
It's fine that we call them Site Managers throughout, but it is confusing when we call them SAMs as well. I'd recommend the 2nd sentence changes to: "One other important role is the Site Activation Manager (SAM), also called a Site Manager."


comment:
Incorrect feedback tool: It calls out that there are still steps to take, but doesn't identify them. Do we know what those steps are?


comment:
This isn't a true/false statement (it's more of a truth/lie statement, if you will). Recommend changing the 2nd sentence to "Because the trail was moving at a fast pace, I did not need to provide information to the Study Manager."


comment:
For all of these menu screens, there's the same introductory text. Recommend changing it up a bit to give the learner an idea of what will be covered in the module before they click the button to go into it.


comment:
Delete comma after analysis in sentence 1. I'd split this into two sentences for readability


comment:
Agree with Christa - info could be better digested via two columns, one with a house icon and one with a document/contract icon. Beneath house icon, bullets include: -cost of the rental; -tenant's responsibilities; -landlord's responsibilities. Beneath contract icon, bullets include: -basis for pay; -Lilly's responsibilities; - consultant's responsibilities; - confidentiality provisions to safeguard Lilly's information; -advice and feedback from a consultant (not intended for consultants providing tangible services)


comment:
Is there a way to make the steps look more clickable? Maybe a hover state?


comment:
Make sure slides reset to initial state, unless a different decision has been made with client


comment:
I have seen Requestor capitalized elsewhere, but here it's lowercase. Should this be a global standard?


comment:
CHange instruction to Click Next once all icons are clicked


comment:
I feel this screen should move to right after the "Is it a consulting agreement?" screen. You use the roles liberally in the process description, so defining them would be useful up front.


comment:
Is there a 2-heads icon you could use for Exception & budget approvers?


comment:
Change instruction to click next after all roles clicked


comment:
Not sure if this is a navigational fluke, but I'm at the screen where it says "Click the Requestor's Role Button," but the CBSO Rep button is flashing


comment:
...Never got text telling me to click the CBSO button


comment:
Add the word "the" - "...if the consultant is in the U.S., it goes through..."


comment:
Edit: "...in advance of the start date."


comment:
Add comma: "...in the trial, that may or may not be..."


comment:
IMPACT and collaborations sites are the 2 process to cover in this course, but they are very different and used for different purposes. I think we need to look at these 1st couple of introduction screens and maybe mention the 2 systems seperately?


comment:
CT Materials is called Product Delivery as a function.


comment:
IMPACT activities begin once the LY number is assigned?


comment:
1st bullet to be reviewed:
When the trial is set up in Impact, site-level and country-level updates can be made, or Impact data can be managed...


comment:
Lilly requested that we list the process steps in these splash screen boxes. I would recommend these be the column headers in the process maps - that makes sense to me, but I'm open to an alternative approach.


comment:
If you keep the first box text, "Definition" is misspelled.


comment:
Remove the "CC" menu option, and the onscreen icon/text for the transcript, since there is no audio.


comment:
Include a label at the base of each character the first time they are introduced to identify their role - white box, yellow outline, black text for role.


comment:
Payments for Services Needed at This Time? text: says go onto the next milestone: Invoices Approved. I see the tab for Invoice, but not Invoices Approved. I'm not sure that these line up...?


comment:
I see why you did what you did with this subprocess - it feels like it should be a secondary process while the learner is reviewing the execution tab the first time - mainly because this subprocess covers all the other stuff that happens before the invoicing process occurs.


comment:
Intro text is repetitive; change 2nd sentence to: "Let's take a look at the beginning of the request process."


comment:
Change red popup buttons to yellow - Lilly requested that we not use red at all to avoid learners getting confused about what's required vs. not in the process maps.


comment:
Per first alpha review call, Lilly would like completed modules to have check marks on these menu screens.


comment:
4th sentence, add "The" in front of Requestor


comment:
Directional text: words are out of order, change to "What should the requestor do?"


comment:
It's fine that no new information pops up when you click each box, but we can include some limited learner engagement here. I recommend that the column headers are onscreen at the beginning and only the Share row label. Learners click the Share button to see the row's information. Then Confirm comes onscreen and they click that to see the Confirm row's information. Include directional text at each point so they know what to do.


comment:
Update directional text to reflect which module button is active.


comment:
Include updated directional text to click the Next button to proceed.


comment:
Directional text out of order, change to "What should the requestor do?"


comment:
Recommend changing the scenario text to include a bulleted listed after "...including, but not limited to:" for easier readability.


comment:
Directional text, in addition to previous comment, change "requestor" to "CBSO rep"


comment:
Same interaction recommendation for the table as the requestor key decision table.


comment:
Per first course alpha review, include introductory paragraph that says: "Process maps, quality documents (procedures, required tools), and supporting materials are available to support the performance of your work."


comment:
I would like to talk about this section. A couple of thoughts/concerns 1) It does not seem to be aligned to the learning objectives you identified back in April. Where does it fit in? 2) We don't tell them anything about this, so are we assuming that they know how to categorize these customers? 3) The feedback for each one is so generic that it doesn't really tell them why that was a good selection.


comment:
Check all of these interactions - they should "reset" when you return to the course, but keep next button active so that you can redo them if you need to.


comment:
How does this magnifying glass activity help them be a better coach? would it be better to have them identify from a select all or something - what informatoin does the AM still need to get? Or which people might the AM want to talk to and why?


comment:
Title is incorrect. Should be Clinical Trial: Set Up, Manage, and Close Out Systems


comment:
In last sentence of orange box, delete EITHER the "or" or the comma after personnel


comment:
Confirm: When "CBSO rep" is used, should rep be lower case? When it's spelled out, it seems like it is always capitalized


comment:
When adding bullets as suggested by DOC, make sure to use parallel construction, in this case, starting each with a verb


comment:
In order to be consistent with process map - its not clear which piece is being discussed. 3 stages of highest level map is Trial Set Up, Trial Managed, trial Closed. If you are talking about the Manage Impact Data map - its 3 stages are Site and Countries Set Up, Data Managed, and Site and Countries closed


comment:
Per the process map - the last sentence about when this process begins should say "when resources have been assigned and trial funding committed


comment:
Add where/how to submit request to create a site?


comment:
Should first sentence say - when trial design elements are finalized and country allocation is finalized - need to clarify better which stage this bullet is referring to (data managed space?)


comment:
Should any wording be added to clarify that these activities may happen when a trial is early terminated?


comment:
Agree with Lesli - wording is not clear here. They wont be prepared for FPV when Apr 1 hits - or they wont be prepared when they later discover date is Apr 1 instead of Aug 1


comment:
3rd bullet: either say periodic, or annually (not both)


comment:
1st bullet: all records on the collaboration site?


comment:
The last bullet is also true if there was no litigation hold


comment:
Should we say CPM? Does that apply to ClinPharm as well?


comment:
Instead of just saying CDOS landing page, can we say:
- Set Up, Manage & Close Out Trial in IMPACT
- Set Up, Manage & Close Out Trial Collaboration Site
With the same URL as for the CDOS page


comment:
Audio, last sentence should read "verifies the baseline mechanism check again". Currently says verify


comment:
Could we extend the video a little longer at the very end showing him connecting the tubing?


comment:
Do we have video of him attaching the other end of the FPC cable? If so would be nice to include that.


comment:
I like the articulate background. Is there a way to put a menu on the left?  thinking of leaving it this way if you don't think there would be publishing issues because of file size.


comment:
tw = teri Womack
agree with collab site & impact comments from LS.

also, could we use "information" rather than "data" for the accuracy of information?  I know it is data but "data" usually is clinical trial data...


comment:
ct material isn't a function .. I think they are PR&D and they supply CT material


comment:
schematic shows "functional systems" but text shows "functions".  does it need to match?


comment:
should first line be "manage data" in order to be parallel with "set up" and close out"?


comment:
slide before says that the study team does trial, country, and site at each phase (set up, manage, and closeout).  for Set up there is nothing about trial.


comment:
see previous comment about ct material not being a function


comment:
agree with LS.  trial sites in some countries can get ERB approval in parallel with reg approval


comment:
for the other (BSCOTA, CPTMA) could we add a for example here?  it will be the study manager for ClinPharm and I would like for the clinpharm reps to know that it won't be BSCOTA or CPTMA for them.


comment:
Not sure what sTMF is ... old paper TMF process?  If so is it imperative that we have an electronic copy on the collab site if there is a paper in the box somewhere?


comment:
not sure I understand what the 2nd bullet is about... "required for the index"?


comment:
suggest rewording first bullet to "study teams use IMPACT to manage and maintain information about the trial design and milestones".  The actual trial design is in the trial protocol and the milestones, in the CC timeline.


comment:
think the first paragraph needs team added ... supports the clinical trial team.  not sure that the systems alone help the trial run efficiently


comment:
2nd sentence:  we keep information updated and accurate so that the trial team, associated systems, and other functions have current information about the trial. preventing and resolving mistakes is a result of current information being available for all...  follow?


comment:
appears "a" and "c" are both correct.  I would either make it so both option can be picked or make it so one is clearly wrong.  

as an FYI, study managers in ClinPHarm will have the trial level dates available before our CPMs will.


comment:
While I agree that "a" is the correct answer about getting the date in the system long term, wouldn't we do something so that the safey mailings for the week are not missed?


comment:
not sure that saying that the roster review is ruth's priority will land well when we have people dealing with SAEs, etc.  Could we soften this that Ruth should prioritize the review and discuss options with her manager about getting the review completed?


comment:
again since there are multiple correct answers could we make it so that one is clearly wrong or both can be selected?


comment:
please remove "all" from the second bullet.  We do not have follow the blue boxes so I think saying that we follow all is a contradiction.


comment:
supervisors should be added to final bullet


comment:
one of the learning examples was showing how patient safety could be affected by potentially having a missed safety mailing. Recommend using that as an example since timeline and budget while important are not our primary concern.


comment:
IMP stock ... we usually say IMP supply don't we?


comment:
does new addenda include revisions to existing addenda?


comment:
STEAM is not a term used in ClinPHarm.  Could you replace with trial team meeting?


comment:
is it new protocol or amended protocol for the training rep?


comment:
For STMF - Electronic copy on the collab site is optional.  It makes retrieving and sending documents easier but is not required.


comment:
I don't think transitory documents belong in the eTMF, because they can not go away.


comment:
Remove the words "If there is..." from the three examples


comment:
I agree as they are not always considered thought leaders


comment:
Example one needs to be worded (agree with Tera)....feedback on the protocol for the trial, and agree with Karen regarding expanding example two (ie: include related to clinical trial)


comment:
Do we need to say CBSO is primary contact? I have submitted requests and never spoke with someone in CBSO. Not sure if I'm missing something! 

Also, spell out acronym (Clinical Trial Project Management Assistant - CTPMA)


comment:
Change period at the end to a question mark.


comment:
Should Reagent Load/Unload List be changed to Reagent Load Unload List to be consistent with other screens?


comment:
Many questions have feedback for the incorrect answers. Should this question have incorrect feedback?


comment:
Pop-up for the Japan example:
Should there be a period after "study participant safety"?
so "When using a drug, regulations are stricter"?


comment:
The 3rd example u-is not listed as an exception in the procedure - is it a correct example?


comment:
1st sentence "financial disclosure documentation is obtained"? instead of filled out


comment:
I ticked the 3rd answer thinking it could be a non-BA or non-BE trial - maybe say "A new phase 3 trial"... to the scenario?


comment:
In the incorrect feedback, add that financial disclosure information is trial-specific?


comment:
Not sure if these examples are to be considered best practices - maybe it's more a debrief.


comment:
Process map was revised. 1st step is now "Facilitate decision of financial disclosure"


comment:
Lesli's wanted to ensure that we cover the "Decision of Sponsorship & Roles" in the training. It's a blue step - so could that be included here?


comment:
I don't believe a 24/7 e-module only lab would have a pipe


comment:
The word 'of' is not necessary in the first sentence


comment:
The word 'of' is not necessary in the first sentence.


comment:
Phase 2 in Japan - shouldn't it be "more strict" vs. stricter?


comment:
On the incorrect feed back: Must have Fin Disc information for each trial


comment:
The reconciliation reports are ran at the end of the study.  This would be too late to obtain a new PI.


comment:
Objectives 1 and 2 seem very similar. could they be combined?


comment:
Describe the roles involved in the medical research consulting agreement process.


comment:
Describe the medical research consulting agreement process ....

Also, is it facilitate or submit requests for medical research consulting agreements?


comment:
...when generating medical research consulting agreements.


comment:
Seems interesting we only call out confidentiality provisions...should we expand list for required contract elements?


comment:
.....of what a medical research consulting agreement, the process and who is involved.


comment:
or we do not have the expertise interally


comment:
Let's take a look at the agreement Lilly uses to contract with medical research consultants.


comment:
What about when we contract with an institution vs. directly with the consultant?


comment:
I am not sure advice and feedback is needed here.  We are talking about the agreement, and this is a service they are providing.  So maybe it's scope of services?


comment:
A consultant has agreed to give feedback on the protocol for the trial.


comment:
So here you refer to Develop and Manage Consulting agreements process but in objectives slide you refer to Medical Research Consulting agreements process I think.  I would use the Develop and Manage Consulting Agreements process and then mention the scope of that process and that we are focused on medical research consulting agreements...


comment:
The Requestor conducts the following activities:


comment:
I would switch bullets 2 and 3.  First should ensure confidentiality agreements are in place and then shares info.


comment:
The CBSO is responsible for the following:


comment:
Under CBSO: Drafts and negotiates the consulting agreement,


comment:
I would separate out exception approver and budget approver


comment:
are prework, execution and invoice the real milestones in the BWL process map?


comment:
It is a judgment-based decision for whether to determine whether they want to participate as a consultant vs. in the trial.


comment:
If confidentiality agreement is needed because confidential information will be shared prior to execution of the consulting agreement, the Requestor collects a signed Letter of Confidentiality (LOC).


comment:
I'm in progress of trying to sort through the non-ba and non-BE wording. It is pulled straight from the requirements, but isn't quite right.  I need to discuss with Ally when she's back in the office


comment:
The request is received and processed by either Physician's World or the CBSO.  

The Clinical Contracts and Grants Office is only overseeing US agreements....


comment:
I think ACDD was used in a previous slide without defining.  Please define in first slide and can use ACDD here


comment:
Institutional notifications are a type of Anti-Corruption Due Diligence.


comment:
Does the requestor really sign off on IN or ACDD?  ALso, ACDD/IN is only required outside of the US.


comment:
Is it Develop and Execute Consulting Agreement process or Develop and Manage?


comment:
minor point ... but soccer fields do not have goal posts like football.


comment:
I would say Representative vs. using Rep in the course


comment:
The Representative must also determine the cost for other items included in the agreement such as ....


comment:
The institutional notification must be obtained from the consultant before proceeding?


comment:
I would be consistent with how you refer to CBSO in this course.  I think it differs depending upon slide.  CBSO Representative, Rep, CBSO Rep, etc.


comment:
should we mention data integrity as something that could be affected in addition to patient safety?


comment:
Here's the first time you mention Institution...I would ensure this is consistent across course because we can contract with consultant individually or with institution or both


comment:
I don't understand the first sentence that the invoice Requestor shepherds the invoice through the process.  Should this be something like: The person that receives the invoice determines next steps to ensure that payment for services performed are received?


comment:
Here you say budget approver but then mention invoice Requestor....


comment:
Suggested re-wording: The approver completes the internal payment requestor form and submits the form along with the invoice and supporting documentation to Purchase to Pay.  The invoice is sent electronically to the approver for approval, and the consultant is paid once the invoice is approved.


comment:
As you have seen, the process begins with the Requestor submitting the consulting agreement request.


comment:
the example needs to make sure that it is clear that the trial would need financial disclosure.  I assumed that I would need to know whether it was a phase 1 etc so selected need more information.


comment:
..have been asked to consult on CoLab sessions for a complex trial.


comment:
Make the text in the information boxes consistent for locations.  Should it be Location of the Consultant or US Consultant and OUS Consultant


comment:
The title for the information text box may need to be revised to something like Centralized Payment Services


comment:
the first "best practice" involves a form that we have not been introduced to at all.  I would suggest that it is modified to state that if there are responses on the financial disclosure that may indicate financial ties inform the study manager


comment:
The Requestor has submitted a request for a medical research consulting agreement for Dr. Smith.  He will be providing input into the design for a trial as well as he is a consultant for the marketing strategy.


comment:
The Requestor is asking to add time into the existing medical research agreement in place with Dr. Smith to include the consulting services for the marketing strategy since it is for the same compound.


comment:
I thought the form 3454 was only done at the time of submission and not for every trial.


comment:
Correct!  The agreements cannot be combined even though they are for the same compound.  Medical research and marketing services cannot be combined into the same agreement.


comment:
not sure how #8 ties into financial disclosure process.


comment:
In the response, we mentioned the cap for the first time here.  I wonder if we should mention something where we describe the medical research consulting agreement.


comment:
thought 3455 form was only at submission and not on a trial by trial basis.


comment:
I am not sure if this exercise is value added here since you already went through this process and discussed this at length in a previous slide.


comment:
May want to either say medical research consulting agreement throughout or make a statement at the beginning of the course to say the focus is medical research consulting agreements (referred to as consulting agreement throughout the rest of this course)


comment:
I would say contracting department vs. contracting shop.


comment:
If the consultant resides outside of the U.S., the request is submitted via SharePoint.  If the consultant resides in the U.S., the request is submitted via CPS.


comment:
the correct answer is not correct for the reason provided.  the phase 1 trial may be an exception so that may be why the financial disclosures do not need to be collected


comment:
Should we have a directive to click on the analyzer?


comment:
Can you make the hot spot for syringes bigger? Bottom half of doors


comment:
Is there a way to make the individual close the last check box before the directive comes up? (Talk to lab manager) Both come up same time.


comment:
Depending upon the change requested, it may be acceptable for the CBSO Representative to accept the change.  Alternatively, the CBSO Representative may need to seek input from the Lilly Medical team, patent/regulatory attorneys, affiliate personnel or Ethics and Compliance for resolution.


comment:
The CBSO Representative may also need to work with the consultant, consultant's legal counsel, consultant's institution and/or the institution's legal counsel until resolution or the request is terminated.


comment:
request for changes may not be approved though....so may want to revise this to say something like negotiations of the requested changes are complete...


comment:
...as there are no associated trials with this work.


comment:
Whenever a request for a consulting agreement is submitted, ...


comment:
Ensures the consulting agreement timelines can be met, ensures that the required documentation is provided and the request has been submitted to the correct contracting department.


comment:
Consultant or Institution requests changes.


comment:
The changes may need to go through an approval process.  If the changes are not accepted, the agreement could be terminated if agreement cannot be achieved by both the consultant/institution and Lilly.


comment:
In title, I would just have Knowledge Check vs. Knowledge Check Introduction


comment:
You've learned a lot about consulting agreements throughout this course, but do you recall the key points?


comment:
This check didn't have a submission button...would make consistent for all questions.


comment:
Can the word "protocols" in the Japan section explanation be changed to processes?


comment:
Instead of the last 2 best practices, Can we add a best practice that 1)sponsors of the clinical trial need to be identified and FD needs collected for all sponsors of the study. 
2) Consult with the CRP and regulatory to determine the roles that FD should be obtained for.


comment:
For medical director role can the following sentence be changed to "I also complete the Covered Study Determination letter to confirm whether.....


comment:
Can the third row be changed to Request reconciliation reports and request updated information to be obtained if any discrepancies are found.


comment:
Also the study manager does not compile the FD information, the site manager does this task also, so there are 3 tasks that the study manager does not perform from this list.


comment:
For the second downstream impact, it should state steps should be taken by the site manager to obtain updated financial information so it can be determined if thresholds were met.


comment:
For third impact, the second sentence should state If enrollment at site is determined to  to introduce bias then additional guidance is needed on how to proceed with the data collected from the site.


comment:
For study manager response, can it be changed to I request the reports form the GCBC representative if financial disclosure was required. I compare these reports with the financial disclosure forms and reconcile them. This ensures updated financial information is collected should any discrepancies be found and determine if thresholds were met for bias review of enrollment.


comment:
I thought the accurate response is 90 days before the last study participant visit for the trial or regulatory submission plan.


comment:
2 questions prior the response was 90 days after the last patient visit, but I thought it was 90 days before and this response is saying the correct on is immediately after the trial ended so this contradicts the prior response.


comment:
Since we discussed the 2nd best practice a lot can the following be put as the 2nd bp instead: All trials should collect financial disclosure regardless of country unless the 2 exception criteria of BE/BA studies or phase 1 study that will not be included in a submission are met. (This criteria was mentioned at the beginning of the module but very important and where a lot of confusion exists-may want to use the same description from that earlier question for the wording of the exception criteria)


comment:
Since this is geared more at the site manager's role and if the current BP#2 is added to the best practice section prior to this one, then can we put for this best practice that any item marked yes on the financial disclosure form needs to be communicated to the study manager.  For BP #3 can this be changed to: If there is any discrepancy reported during reconciliation by the study manager, the site manager needs to obtain updated financial information from the investigator.


comment:
format, displaying information about each patient's risk factors.


comment:
change understand to understanding. 

Second sentence: She instructs learns to continue...


comment:
Change all references to The Next Ultimate Assay Gourmet


comment:
mousing over the completed judges makes them pop out. Please disable this or don't make them go behind the table at all.


comment:
PLease change placeholder text to question 1, question 2, question 3. Right now they all say question 1. Just so the client can see that they aren't stuck in an endless loop


comment:
Change to TV/MG everywhere on this screen, including feedback


comment:
This should all be CT/NG on this screen. (TV/MG should always precede CT/NG since that is the focus of this launch.) Swap the screens and double check text on both screens for consistency


comment:
you need to get to know your patrons, judges, and competitors.


comment:
Just thinking out loud. Is it odd that all of our characters are illustrated and these are photos? I know it might be fairly time consuming to create new illustrations and not in scope. Thoughts?


comment:
Don't capitalize Risk in her speech bubble


comment:
I think you an remove title placeholder on all these slides and have them say TV/MG top competitors or CT/NG top competitors


comment:
Let's make this 3 so they don't get bogged down in having them all be "right"


comment:
This isn't needed for DP, but when it comes to create Alpha, the screen text should update to tell the learner to click on the next module.


comment:
This should probably mention the patrons


comment:
I clicked resources to check it out and have no way to get back to the screen I was just on?


comment:
You've met your patrons, heard what your competitors are saying......


comment:
I think Menu should take you to this screen and not the screen before.


comment:
The map has changed - some rewording to these boxes is needed. i'll saved the latest Word extract of the process on the collab site.


comment:
Instead of SAM say Site Activation Management (SAM)Representative


comment:
Does SAM representative apply for the clinpharm audience?


comment:
Instead of CDOS landing page, say Manage Financial Disclosure: the url can stay the same


comment:
Should this be Close Out Activities vs. Closeout?


comment:
Define financial disclosure and the importance


comment:
Describe the ROLES involved in the financial disclosure process


comment:
Click each box to learn if the situation will require the collection financial disclosure information


comment:
These types of trials typically involve healthy volunteers with the purpose of determining how a drug will absorb into the system.

I think last sentence needs to be revised as well as it isn't really an exception since the new procedure does not require FD to be collected for these types of trials.


comment:
For the second example, I think you need to reword the sentence because this is a phse 1 trial....


comment:
Revise to something like: Although this trial is being implemented outside of the United States, it is required because it is a late phase trial where study participants are taking drug and the safety of the study participants are being being monitored.  Actions must be taken to minimize the bias for investigators that have financial ties to Lilly?


comment:
I would change the title to something like: Explaining Financial Disclosure


comment:
I would say something like this example could be similar to investigators participating in the clinical trial.


comment:
clinical investigator or investigator - be consistent throughout the course


comment:
I would remove: which should be avoided at all times


comment:
I think we need more of an introductory slide prior to this one explaining "what" financial disclosure is and sponsor obligations


comment:
I would remove this slide and include a few potential issues that result from bias on previous slide.


comment:
The trainee has not had enough training in this deck yet to be able to answer this question. This is coming too early


comment:
This section should better frame "when during study development process" these activities are done


comment:
This training needs to focus more on understanding what Sponsor Decision means? As well as "key roles" that FD should be collected from. Agree that the lines about the 3454 submission forms need more clarity that those are only at point when a compound is pulling together an NDA


comment:
Financial disclosure is a method for ensuring bias is minimized.


comment:
Once financial disclosure information is provided, Lilly can take the appropriate actions to minimize any bias.


comment:
A new trial is about to begin and the investigator is participating as an investigator on another Lilly trial.  Does financial disclosure information need to be collected?


comment:
Yes.  You must collect financial disclosure information from the investigators regardless if the information was already collected from them from their participation in a previous trial.


comment:
This information has not been presented in the course yet for someone to know how to answer


comment:
If the investigator responded "yes" to any of the questions on the financial disclosure forms, inform the Study Manager.


comment:
it isn't really an exception because it is allowed per the procedure...


comment:
why is the last box in a different color?


comment:
These steps need much more framing and background in the pop up notes as to timing of each activity and what its meaning is


comment:
Do we want to include anything here about determine the roles which to collect FD from?  Also, what about specific instructions per trial (multiple sponsors, etc)....?


comment:
When you use the term financial disclosure process or process, should we use the process map name and use this consistently throughout the course?


comment:
when site personnel reports financially disclose-able information on the Financial Disclosure Form.

also...should site personnel be used?  What terminology do we want to use throughout course?


comment:
The next steps are documented in the Decision Log and the appropriate parties implement the required actions.


comment:
Pop-up box for #6 - remove period after or

Also what is the second bullet saying?  It is confusing so may need to  revise slightly


comment:
for regulatory, could we also in here state that they are consulted to determine if roles other than PI and SUb-I need to collect FD because of trial specific roles?


comment:
For stats, don't they help at beginning to minimize bias if there are yeses?


comment:
As a Study Manager, I am responsible for many activities within the Manage Financial Disclosure process.  Which activities listed below do you think I am responsible for?


comment:
For the step, there is financial disclosure to collect..I don't think this is the site manager unless I am misunderstanding this step.


comment:
The downstream impact for the reconciliation shows discrepancy doesn't make sense with this step.


comment:
what about adding something in here about roles to collect FD from?


comment:
When is the best time to request the reports for reconciliation?


comment:
Now is a good time to request the report for reconciliation.


comment:
You should only provide the reconciliation reports when requests are received.


comment:
This seems duplicative with a previous question.


comment:
Aren't signatures required on these forms already?  Isn't this a requirement vs. best practice?


comment:
Site Managers have some major responsibilities in the Manage Financial Disclosure process.  Site Managers obtain, compile and share the financial disclosure information as well as obtain updated financial disclosure information when reports for reconciliation identify issues.


comment:
This question was already asked in the course earlier


comment:
remove: as he does have some previous Lilly ties


comment:
site managers don't have anything to do with the 3454 form.


comment:
the response is not correct for the question...we are talking about FDFs vs. report for reconciliation


comment:
remove the period in the third answer after information


comment:
should financial disclosure be capitalized?  Ensure consistency throughout course.


comment:
Last objective, could we just say Identify the key decisions made when generating consulting agreements?
At this stage learners wouldn't know what CBSO is


comment:
1st sentence, should we say "consultants who provides medical
research services performs any work"?


comment:
Do they only provide advice and feedback?


comment:
CTPMA = Clinical Trial Project Manager Assistant


comment:
requestor 1st box:
Evaluates the need to share... prior to executing the Consulting Agreement.


comment:
2nd box for Requestor is only needed if the answer to the 1st one is yes. Say, If yes, is a ...?


comment:
Agree with Tera that CAP needs to be explained


comment:
It doesn't make sense on this slide to have the CBSO Rep defining medical research - this is not something they do. I don't think this definition is needed. I propose to just keep the definition of consulting that the Requestor person says


comment:
for sentence Consultants are global thought leaders - replace with "may be" global thought leaders


comment:
After I click the last milestone of Invoice the Next button doesn't appear and I have no way of moving forward


comment:
The answer to the yellow pop up box is never given


comment:
When you return from Subprocess map you are returned to beginning of Process again rather than to step 3 of Process


comment:
Need to add instruction to tell user to select an option


comment:
Exception and Budget Approver - I agree with Tera as this reads like they go hand in hand, but I believe they need to be divided as they are separate pieces


comment:
I agree with comments as CCGO only oversees US agreements, and an LOC is needed if the answer is "yes" to the first box (ie: need to share confidential info)


comment:
I don't recall signing off on the IN/ACDD when requesting OUS contracts


comment:
Can you make the training go back to the beginning of the process vs. the next step/where you left off


comment:
This process only involves OUS contracts. Do we need to include the process for US contracts? They us CPS


comment:
my comment should be "they use CPS/PW" - central payment services/physicians world


comment:
for the OUS system, can we use "IMA" (we will need to spell it out obviously!) vs. SharePoint?


comment:
Can we use IMA vs. SharePoint? Also, should PW be CPS?


comment:
Can you use another term for 'fashion'. Maybe say 'different contracting path' (like what you stated later in the training)? or something along that line :)


comment:
I'm not necessarily sure we should mention change controls for message notifications since we won't have actual change controls.  Maybe we could use some other form of communication to mention?


comment:
Had we decided that we would only name the WIP tables and not explain what they represent?  I'm okay with this. I guess it's just a little misleading that it says to click each icon to learn more.


comment:
We mention Excel docs as potential developments.  Is this still going to be the case?  I thought maybe Excel developments had been pulled from 3.2


comment:
We mention electronic deviations here.  I know other groups still plan to use those, but would this be confusing for the user who won't be able to?


comment:
Are we still using ValGen for periodic reviews?  And are we still using revalidation schedules?


comment:
The execution simulation got stuck at the selecting the Record button.  I had to fast forward through the simulation to continue.


comment:
When we select Confirm document ready for routing under the Review portion of the simulation, we stil don't have the drop down menu to select "Review"


comment:
Change text: In this activity, practice uncovering the needs of your customers. Read each customer statement, then select the statements that provide the most relevant needs.


comment:
When I replayed roberto, the blue text here was duplicated and overlayed each other.


comment:
Also on replay the speech text for the dealer and customer both appeared, so the dealer text was over the customer.


comment:
The text in the blue boxes shifts once clicked.


comment:
Office manager image covers up the needs text.


comment:
Once I got this wrong, the text in the top box shifted and she was referred to as a homeowner.


comment:
I got a message to enable flash player before I could start the course. It might just be my computer, but I never get that message so I just wanted to call it out!


comment:
customer-centric (add hyphen)
add a space between centric and (


comment:
Not sure of the lingo that is acceptable here, but I'd spell out F & B to features and benefits


comment:
All the correct answers for these three activities are the first one (I think!). Can we move this one so the correct answer is last?


comment:
The Kohler Characteristic doesn't tell me much. What about changing it to "Private, family-owned company that offers power generation for businesses and consumers across the globe."


comment:
Change opening to "That's correct.  Creating an account plan for Holds may not be needed because growth..."


comment:
Italicized text update to "It's the Sales Manager's responsibility to support and coach Account Managers as they begin and evolve their account plans"


comment:
Would it be possible for the arrows to be a different color? The black arrow is difficult to see next to the dark brown.


comment:
Significance of Requirement for second required step - It should read "For IB changes, the medical director is accountable for approving the IB decisions and communications."


comment:
Additional edit to text, last sentence - "I didn't find anything and missed an opportunity."


comment:
host was capitalized in other screens. Please make consistent.


comment:
Update last sentence to "Good competitive position knowledge provides Cummins the best opportunity to succeed."


comment:
Remove bold of 'achieve balance" and bold "measure ourselves against key customer measures of success".


comment:
Highlight text areas to click to make easy to notice and know where to click.


comment:
Remove "Eureka" in case not universally understood.


comment:
We should point out that paying attention to the customer analysis and initiatives will help determine key resources to engage.  So we need to add in the initiatives tab which would point to some initiatives that would drive resources to pick.


comment:
Move plot to left so as people are put into the plot area, their text is not cut off on right side so one cannot read it.


comment:
Move this to before resources discussion without all details so after resources are engaged they can be assigned to specific initiatives.


comment:
Change text to 'An account plan aligns you with your customer's needs, identifies opportunities and engages resources to succeed.  You don't want to share every section of the account plan, but there are some sections that are valuable to share.'


comment:
These icons were shown once before and then pop up throughout, but don't mean much with one initial exposure.  Can we add a term to make the icons be more meaningful and act as a guide around the loop?


comment:
I'm wondering if HOA is universally known? Can we just say Homeowners Association?


comment:
Continue for the middle "okay" choice took me to a different customer.


comment:
I would change the textbox one to include the conceal part : The RS20A has a lower decibel level and can be put anywhere on your property. This allows you to conceal it from the street if necessary.


comment:
Oh, maybe continue is supposed to take me to the next customer even if I get it wrong? I assumed they should try again until they get it right for all customers, right?


comment:
Again, it seems like the top answer is always the correct one in this activity. Can we shift this around.


comment:
Do you need some key points for this screen?


comment:
I have a SL course that includes the certificate. I can send you my html and file if you want to use this as your starting point?


comment:
My first round review went great, but I don't see how we meet the last objective of Recognize the different markets beyond genset where Cummins operates. Maybe this will come more from the guide?


comment:
I see in the DP feedback that these should come from Tom. you can ignore my comment. sorry!


comment:
should we say: describe the roles &responsabilities of functions involved in the change management"


comment:
even if we have currently CT material  template issue in Trialforce (due to the dependant questions), this won't affect the screenshots Nancy has prepared for the module


comment:
To address that last objective I feel is missed, I talked to John and he just wanted to say how Cummins is in more markets than just engines. I think we can achieve this objective by offering a screen like this that is Cummins focused. That way they see the description and can also see that Cummins is in more markets. I can give you text ASAP.


comment:
Change to: With storm season coming again next month, (change soon to next month to avoid two soons so close together)


comment:
Delete is after my neighbor on the last paragraph


comment:
change in last sentence: after it is installed


comment:
In the sorry that's not correct feedback, change the last sentence to say "Now that you know what this customer needs, it's time to have a conversation about those needs and prepare to position the Cummins solution." It seems odd to say you know the need needs and now you need to understand them.


comment:
Load management is desirable to him because of his need to prioritize that his appliances and computer remain operational at all times.


comment:
In that's right feedback change last sentence to "Now you need to have a conversation with the customer about his needs and prepare to position the Cummins solution."


comment:
On sorry, that's not correct screen, In third sentence, delete comma after outage and put a comma after quality


comment:
Graphic, bottom: change "Closeout" to "Close out" to mirror this course's process map. Lilly global edit is to make course terminology match the process maps.


comment:
On the farmer, put a comma after fans. It seems like the feedback is combining with feedback from homeowner activity.


comment:
In the first gold bar, change 'it' to 'its'.
In the third gold bar, recommend changing 'study team managers' to 'study managers' (to be consistent with the rest of CDOS.


comment:
Remove the comma after power on the first answer choice in the farmer positioning statement.


comment:
In farmer there's a better choice feedback the speech bubble text runs into the feedback text box


comment:
Same comment as a above in the correct feedback screen for farmer


comment:
which role is the Risk Assessor? is it a function?


comment:
I agree with Sharon I think you should have to get the best answer to move forward.


comment:
Intro text: I know it's pulled directly from Becky, but shouldn't it be "...for the official location of the TMF record."? (change 2nd "for" to "of")


comment:
I would say: france regulatory agency required the collection of an extra blood sample to be collected..." etc. it is easier thanks


comment:
Recommend changing the second sentence to "This process is used when a protocol amendment and/or the addition of a new protocol addendum after protocol approval is being considered."


comment:
alpha edit, row 38: Says "3rd bullet: either say periodic, or annually (not both)". The 3rd bullet still has both words in it. Remove "Periodic" at the beginning?


comment:
I think this should should be scripted to the best of our ability here.


comment:
CRP: it should be used addendum instead of amendment.


comment:
We don't provide links directly to the process maps in the other courses, just the single Resource link to the CDOS landing page at the end. I don't see an edit in the spreadsheet for including these here - was that decided for this course to take this approach? If not, I'd recommend removing the learning agent speech bubble and the non-CDOS landing page url.


comment:
In all other courses, when we introduce a character, Lilly wants a popup on them that states their role; in this case, Study Manager. See Leo or Erika's courses for an example of this.


comment:
Alpha edits, row 49 - I don't see the verbiage requested about discussing options with her manager to get the review completed.


comment:
Isn't the answer to this question TRUE? I thought missing or inaccurate information at the trial level impacts site and country levels, and that the feedback should be TRUE, missing or inaccurate information at any level can impact other levels.


comment:
Ignore my comment - For whatever reason, I thought it said Incorrect and then gave me that feedback. We're good!


comment:
Have we defined "IMP" before in the course? I don't recall seeing it...need to define it the first time it's used, if not.


comment:
Modify my previous comment regarding the resource links - if they are both linking to the original URL, and mirror what's at the end (this page), then they are fine to use.


comment:
Agree to change the second sentence.  An alternative sentence could be "This likely means the protocol needs to change and I need to work with other functions to understand the impact of the change."


comment:
Edit from course #1 alpha review: "This applies to all courses. Need a paragraph something to this effect: Process maps, quality documents (procedures, required tools), and supporting materials are available to support the performance of your work." I would copy/paste this statement directly into this course above "To learn more..."


comment:
Recommend changing the first sentence to "Two critical elements needed to effectively manage a change are the impact analysis and the implementation plan."


comment:
An impact analysis is only required for levels 2 and 3 changes, but an impact analysis can also be used for level 1 changes.  Please clarify this in the Impact Analysis box.


comment:
An implementation plan is only required for levels 2 and 3 changes, but can also be used for level 1 changes.  Please clarify this in the Implementation Plan box.


comment:
Please change the intro paragraph to "In the investigation phase, the impact analysis tool is used to identify the trial changes to include in a robust implementation plan."


comment:
Please correct the first introduction sentence to "It's important for the right people to attend the study team meeting."


comment:
In the scenario, the CRP is referred to as 'her', but the icon used for the CRP looks like a man.  Recommend changing the scenario reference to 'him' or changing the icon to a female.


comment:
Agree to correct the first sentence of the second paragraph to read correctly.


comment:
In the first sentence, can 'impacts' be changed to 'impact'?  It doesn't read well.


comment:
Please search the entire module to determine if the word 'impacts' should be changed to 'impact'.


comment:
Delete "that" in the second bullet point


comment:
Delete comma after "IMPACT" in first bullet


comment:
Delete comma after "IMPACT" in second bullet


comment:
Delete comma after "IMPACT" in third bullet


comment:
Add "out" after closed to read "...have been closed out or cancelled."


comment:
Remove the apostrophe on Cummins in the last bullet of Section 2


comment:
Remove "that" in first paragraph
Change "has been" to "is" in first paragraph
Add a comma after "August 1" in first paragraph
Change "get" to "are" in second paragraph
Remove "that" in third paragraph


comment:
last bullet on section 2 - change to "...markets beyond generator sets (gensets)." then use gensets everywhere else for the rest of the course


comment:
Update text and bolds to align with seller course alpha feedback.


comment:
Change text to "As a team leader, I know what resources they..."


comment:
In menu dropdown, it says Set-up, and no hyphen on screen - make them match


comment:
Screen title - it's odd to have a comma and &... should we just change the & to and since that is how it also appears in the course title? Make the change in the menu and on screen


comment:
Last sentence of sTMF text box: ..."so that the trial is inspection-ready..." (remove "that")
First sentence of eTMF text box: "...to ensure that the trial..." (remove "that")
Last sentence of eTMF text box (add "the" after "through")


comment:
Adjust gray box for overview to be the same width as the transparent white box it is attached to


comment:
Swap subject and predicate in both third and fourth bullet points to read:
third bullet: "A litigation hold banner...if there is a litigation hold."
fourth bullet: "Transitory records and convenience copies are deleted...if there is no hold or if an existing hold has been lifted."


comment:
Move bkgd image over to fill white gap between pic and outer shell (left side)


comment:
Second paragraph, first sentence: "...and accurate so that the trial team..." (Remove "that")


comment:
Not quite feedback - 1st sentence reads weird. How about "Remember, this customer told you he wanted to get this generator installed soon, and he doesn't want it to keep him up at night."


comment:
first paragraph, second sentence: "Site information gets transferred..." (Change "gets" to "is")
second paragraph, first sentence: "Ruth noticed that the TPO..." (Remove "that")
second paragraph, last sentence: "...the site won't have the safety mailings they need." (Change "they need" to "it needs")


comment:
second paragraph, first sentence: "At the same time, she's maintaining..." (Change "she's maintaining" to "she maintains")
second paragraph, last sentence: "...she's recently learned..." (change "she's" to "she")


comment:
The decision log is used to document the completion of all of the trial change tasks, but not necessarily used to track progress.  Recommend changing the 3rd bullet to "Review the implementation plan to verify the team member tasks are complete."


comment:
third answer option (remove comma after "site"; remove comma after "information")


comment:
I may have accidentally clicked the wrong answer and not realized it but just check: I chose the right answer but my result was incorrect


comment:
In the pop up summary, include a statement that says something like "Document the completion of all implementation tasks in the decision log."


comment:
The screen title/intro text/direction text is a little hard to read here with the dark bkgd


comment:
Remove apostrophe on Cummins in customer's speech bubble


comment:
Incorrect feedback popup - customer's speech bubble needs to extend further left to be "behind" him


comment:
Next button is disabled - will continue to next page after I clicked it


comment:
customer's speech bubble needs adjusted on all popups, not just incorrect


comment:
Recommend changing "medium" to "moderate" to align with the required tool verbiage.


comment:
Ruth is a female, so please change "him" to "her"


comment:
Capitalize C in Competitors on mod title in Menu dropdown


comment:
The way I read the question and selections, all 3 apply.  The criticality of the change does determine the level of detail needed in the documents.  If the 3rd bullet should not apply, consider rewording the question to "When developing the impact analysis and the implementation plan, what factor(s) influence the need for more detailed documents?"


comment:
Update menu dropdown to say Value of Cummins for this screen


comment:
The same comments from The Change Mgt Mindset Section 1, page 10-11 apply to this scenario.


comment:
Recommend changing the last bullet to "Document the completion of the implementation tasks"


comment:
Remove the exclamation mark on the course title


comment:
this should be about small business, not mid-size. so adjust opening text to "The Light Commercial Small Business market consists of small business owners and professionals." You'll also need to adjust the bullets. I would not think the 2nd one would be true. And the third would be "Includes small retail businesses and restaurants, law firms, and local doctors offices."


comment:
also adjust her speech bubble to whatever is in the source about small vs. mid-size


comment:
Some of your text can match the popup for Dr


comment:
Update icon in popup to the chicken instead of plant


comment:
Will need to update mid-size to small here, too. I mentioned yesterday, but maybe it would make sense to make this a small deli or bakery or something and we can refer to them losing lots of refrigerated ingredients if there were a power outage


comment:
Text by icons for name of market - can we put these in a white box that goes behind the icon? will make it more legible instead of text sitting on all the varied colors of the map bkgd


comment:
Shouldn't we now be on Customer B instead of A?


comment:
Also, I don't think the woman in wheelchair should have a label on her... she's just a resident, not a customer


comment:
special reqs popup - maybe change to ...who are critically dependent on medical devices in the.... ?


comment:
also change apparatus to devices in first popup


comment:
Guy in incorrect feedback popup is a different person - he has lighter skin and is a little beefy-er haha


comment:
Change to Customer C throughout scenario


comment:
Change her label to Apartment Manager instead of Lawyer


comment:
Change to apartment owner instead of property owner in blue directional text


comment:
Change to Apartment Manager in all cases in the scenario (not apartment owner as I mentioned in another edit here)


comment:
Special reqs popup - missing a space after the first sentence


comment:
Special reqs popup - 5th line - missing d in brands


comment:
The dropdown menu is not ordered the same as the course takes you through each of the 6 people


comment:
Update per earlier edits for this to be small not mid-size. Perhaps these people are retail shop owner (instead of chain), deli/bakery owner, etc.


comment:
I'm realizing now we have names on these people that earlier we referred to Customer A, B, C. Let's give those people names, too


comment:
Give this woman a name and use throughout scenario


comment:
He should be a Poultry Farmer instead of Dairy. Other person can be a Hog Farmer (These are the only 2 they want to cover in ag - hog/poultry). Also give them names throughout the scenario.


comment:
per DP feedback, they want the names of the markets to appear like you have them later as they click and return to the map for each of these pins


comment:
per DP edits - names of all markets should now be visible along with the pins


comment:
Suggested working changes for the red pop up...The process for the creation of a satellite location SEC is not applicable for satellite locations associated with a network.  Please contact your SME if you have any questions.


comment:
This is much closer to an "alpha with gaps" - I'd recommend only making the PMO character an active clickable element. It's OK to put onscreen for a DP that only one character is active at this stage (identify which one though!)


comment:
Typically, acronyms should be identified the first time they're used. Recommend spelling each role title out, following by the acronym in parentheses - "Research and Development (R&D)", e.g.


comment:
This text is still somewhere between a DP and an alpha, which makes it confusing. Recommend shortening to "The learning agent introduces himself as an IPM with RMS to tell a story about not following template guidelines for a business review." Spell out acronyms the first time you use them (I entered this comment later in the course as well).


comment:
I'd recommend a different position for the learning agent here so that the text boxes have the same layout.


comment:
It's fair to put a note onscreen for the client to say things like "Glossary button is active, but no content exists at this time. Should the glossary be active throughout the course or only at the end?"


comment:
Reduce size of the text box to minimize extra white space. It's unnecessary.


comment:
If these characters remain clickable here, I would recommend a visited state (grayed out or similar) since the learner must click each before they can advance.


comment:
Recommend incorporating jc's previous comment in the last sentence: "...learning the order and purpose the phases of the business review process." This gives the client a clearer picture of what the activity covers.


comment:
Directional text: If incorrect answers do not 'stick' (i.e. if learner has to get answers to the right spot to advance), include this in the blue directional text. e.g. "Incorrect answers won't 'stick'."


comment:
Directional text: "Drag the correct questions to the Proposal Phase document to complete it." Capitalize Phase since it's capitalized on the document, and call it the Proposal Phase document since that's the drop location.


comment:
Incorporate jc's feedback with placeholder text: "Feedback text goes here."


comment:
Back button does not work. Confirm function globally.


comment:
Same comment as previous: add directional text that incorrect answers won't stick if that's the case.


comment:
Answer option text: "...what is Roche market position?" Is this supposed to be "...what is Roche's market position?" or "...what is the Roche market position?" ?


comment:
The provided image is very grainy - recommend either replacing with a box that says "Placeholder for SharePoint image" or replacing with a clearer image, if we have one.


comment:
General comment: your feedback boxes are being used as an introduction to the next screen. The feedback boxes should be used to provide specific feedback on the learner's performance on this screen. Use introductory text at the beginning of the activities rather than in the feedback in the activity prior.


comment:
The yellow on active state of the tombstones looks a little brighter than it should be. I sampled it at #fbc11a and it should be #e2ab26 (i think these are ones you revised? because they don't match what i made in my source .ai)


comment:
Is the button standard for these courses to have it change shape on rollover? The corners get more rounded on over than they are on up. I haven't noticed that in looking at any of the other courses.


comment:
If they get the incorrect answers I think it should highlight the correct choices so they can understand what is correct.


comment:
As a layperson here...should directional text be "Click the monitor to open the waterfall and access the datasheet."? I didn't know what to do when it said click the waterfall...


comment:
The background image changed here but there's no indication that the learning agent is going to cover new information, or reinforce existing information. This seems like a good opportunity for the learning agent to do that...otherwise, why did the background image change?


comment:
I meant to put this edit in many screens ago. I have no idea what these acronyms mean, and only found out after I dragged them to the correct location in a previous interaction. Should there be a set up screen (like a table) near the beginning that describes what each of these phases are? It can be placeholder at this point.


comment:
Recommend labeling the RMD (US) and RMD (EMEA) red buttons as plot points since I had no idea what I was supposed to do here after reviewing the slides.


comment:
The Continue button has a varying amount of lag after the learning agent text box appears. Double-check and make consistent. (honestly, I'd say remove the lag entirely)


comment:
Folder popups - these boxes are very different from all of the other popup boxes, text boxes, and feedback boxes. Is there a reason why we're using a blue background and white font? There's also a ton of unused space on each of them. They don't look as clean as a lot of the other boxes.


comment:
Further suggested wording for the red pop-up:  The process for the creation of a satellite location SEC is not appplicable for satellite locations associated with a network delegated by Lilly to perform site qualification.  Please contact your SME if you have any questions.


comment:
I suggest to change the format, the 2-line text with the little score is difficult to read and operate


comment:
How does CDC notify to CRA which locations need visit?


comment:
Just as comment, I get this window freeze the first time I click on it. I think the problem was my connection but I want to let you know. I solved the freeze window by displaying the directory with the arrow in the top left of the screen


comment:
I suggest to include also the accronym. (Subject Matter Expert (SME))


comment:
Purple button should said "Satellite iSEC"


comment:
The instruction still says Proposal phase even though it is DG.


comment:
slight revision to SV first comment....or after the qualification and selection of the primary site


comment:
I need to check as I believe if a site has contracted with an external lab to collect and ship labs to Lilly's central lab we need to assess that location or verify that the site has asked the necessary information


comment:
CDC will notify the CRA that there are satellite locations and the CRA determines if monitoring needs to occur


comment:
suggest:  A primary site may use a satellite location to increase enrollment capabilities or provide an added convenience for study participants by having a choice of using a different location that may be closer to the study participant.  We can word smith but you get the general idea


comment:
need to reword the VO : if it is determined that the location will conduct clinical trial activities that require an evaluation then the CDC will perform an evaluation and complete the necessary documentation in the Satellite ISEC form.  The documentation will be specific to what clinical trial activities will occur at the satellite location.


comment:
I am confused as to the VO and what is being shown on the screen


comment:
should we add to the last sentence of the VO ...the CDC needs to probe further to assess if this would be considered a satellite location that needs evaluation.


comment:
maybe we say...additional questions will appear in the Satellite ISEC for the CDC or you to answer


comment:
maybe revise the last sentence to read...stick to the facts and don't use subjective language


comment:
We may want to add a pop up that identifies what "other" could include i.e. eConsent, electronic diaries....see if the CDCs think this would help


comment:
first sentence:  ...and therefore only certain questions may need to be answered within the satellite ISEC; we have stated elsewhere about the SPI so I think we can leave off this slide to Di's point


comment:
I think we should remove for a primary site from 1st sentence- they are just collecting lab specimens as a secondary location


comment:
same comment re:  questions will pop up- maybe replace as per earlier comment to sound more professional?


comment:
I just noticed that the statement associated with the first question is incorrect and need to tell Di to correct- I will need to provide you with a new snapshot


comment:
when I send the new snapshot I will leave out the GLP since all the rest are being shown this may cause confusion


comment:
not sure how #2 got in here but it doesn't fall the laboratory questions


comment:
The following is missing under the question and before the "yes":  Does the satellite location have access to all the necessary equipment listed in the critical equipment question?


comment:
I would add to the box.  You will clarity your answer in the comments section of this section since all of the equipment is not checked.


comment:
for box:  ...not sure we need to mention SPI- let's see what CDCs think if we need to call it out again or just move through the questions


comment:
Leo the wrong equipment list was used it should be the one with the Centrifuge, thermometer and refrigerator for CT material- now I know why this whole thing is so confusing


comment:
The statement at the top should read:  this location is performing screening visit activities therefore the CDC needs to ensure the location has all the necessary equipment as per trial protocol.  In this case centrifuge and thermometer


comment:
as per my email list all of the accreditations because one is checked off- CLIA waiver


comment:
I didn't know you have to scroll down to see the rest- we should indicate this better for the learner as I missed the list of accreditations on the prior slide as a result so disregard my comments; for this the answer is to be no for #2 and that is what is in the email I sent so not sure where yes came from?


comment:
VO would say other changes and not circumstances


comment:
the first slide for the change form is missing questions which make it confusing: should show the leading question which it does:  is there a change at this satellite location in CT Material processes? then the next question Will the site be transferring CT Material to this satellite location from another location?  Then the long question which is shown should appear


comment:
suggest revising to read....The PI informs the CDC that they will now be using this location to store and dispense study drug to study participants.  As we discussed and we can change if the group thinks it is better- we are using study drug because we are reiterating what the site told the CDC and site isn't going to use Lilly terminology i.e. CT Material- if the group doesn't think this will get across just change and say CT Material


comment:
VO suggest adding distributing or dispensing CT Material to study participants


comment:
add to the box Satellite Location Change Form


comment:
box:  ....yes to this question the CDC must gain an understanding of what the CT Material transportation process is and that it meets....


comment:
when we spoke Friday you were saying that you were going to use my snapshots...now that you are I may need to provide new ones as Di has informed us that the form cannot be set up the way it is on the screen and therefore the flow of questions will be different.


comment:
box:  the additional comments section should be used to provide specific details as to why the answer is no-  I will let you know if this will change based on the changes to the form


comment:
the box statement is incorrect- to KS comment these are the recent revisions and we are no longer using the term central pharmacy and we are implying the use of a 3rd party as per the statement that comes after the question


comment:
suggest adding some of the comments Di sent via email i.e. the satellite location can not be qualified and selected until the primary location is qualified and selected etc.


comment:
CDC: Remove last sentence "In addition...  It's confusing and I'm not sure that it's likely to happen.


comment:
CRA: remove "and then" from the last sentence.


comment:
The system did not allow me to repeat the exercise.  It says I finished the activity if I try to go back and then next to return to the slide.


comment:
Back/next button would not allow me to repeat exercise.


comment:
The first question sounds like a primary site location change.  It should be rewritten if the intention is for it to be a initial satellite evaluation.


comment:
Change the color of the Initial Evaluation Form box.  My first impression is that it was "grayed-out" because it was not an option.


comment:
The site contracted labs or imagining centers should have the proper local regulatory approvals. For example below, it is site responsibility to ensure the lab has all training and proper credentials. I can think of IATA training for managing dry ice... however for the concept in this training, those areas are not satellite locations, so are not assessed as such.


comment:
CDC: The CDC informs the CRA that a site has satellite locations and the activities that are conducted at each location.
It is not clear the statement that site personnel did not add a satellite location after ISEC.. if there is a new location, the CDC has to assess it.


comment:
Product Delivery Team: I do not know if everyone is familiar with the soft number, if there is any reference of it in the site selection guide book, it is fine. I am thinking on a new CDC with no ClinOps background


comment:
Direction text: change exclamation point to period. I seem to recall that they have an aversion to them, so better safe than sorry :-).


comment:
I thought that there were now only 3 markets instead of 6, and that instead of doing one rep from each market, we would do like 2 from one, 4 from another and 1 for Ag? Maybe this has changed, but that's what I remember from my last call...


comment:
I forwarded you the email we got from Tom Bakritzes regarding the market categories. I think there are only 3? Residential, Light Commercial business, and Ag. Residential includes homeowner, condo owner/apartments, and senior living. Light Comm business includes small business owners and professionals (doctors, lawyers, etc.) and Ag is hog and poultry farms.


comment:
change "North America" to "North American"


comment:
module 2, bullet 1: change "find out" to "learn"
module 3 bullet: remove comma after categories


comment:
As I recall, they don't like having the word "module" on here. So, perhaps change the text at the top to: "This course has three lessons." Then, remove "Module 1:", "Module 2:" and "Module 3:" text from the gray bars.


comment:
Add  "They are" at the beginning of bullet 3 to make a complete sentence


comment:
see slide 2 on the DP edits. They want to have the name of the market appear next to the pin when it's selected or visited. So, the selected/visited states of the first pin should have the word "Residential" next to it. I need to confirm with Christa, but I'm pretty sure there should only be 3 markets and not 6.


comment:
remove the space between the p and second a in apartment (first sub-bullet)


comment:
*disregard previous comment* just looks like there's a space but I don't think there is :-)


comment:
No header/intro for bullets?

speech bubble: change "which is not good" to "which isn't good"


comment:
third if statement: make doctor's lowercase
third then statement: make lawyer lowercase


comment:
To further clarify Christa's edit: there should be 3 markets: 1) Residential, 2) Light Commercial Business, 3) Agriculture. The first three pins should be for the Residential market, and the names of the pins should reflect that. Example: the house pin should say "Residential: Home Owner". The next pin should say "Residential: Apartments". The third one should be: "Residential: Senior Living". Then the 4th and 5th should go with Light Commercial Business, so 4 should be "Light Commercial Business: Bakery" (or whatever the business type is) and 5 should be "Light Commercial Business: Doctor". Finally, the last one should be "Agriculture: Hog Operation" (or poultry farm or whatever you made it in the course).


comment:
Nice to have: I think you should give the customers names--like "Fred" instead of "Customer A".


comment:
fourth bullet: remove "often" to make bullets parallel and since you already say "in general" in the header

(this may be okay, i'm still learning the rules :-))


comment:
second speech bubble: change "vacation house" to "vacation home"
third speech bubble: change cannot to can't


comment:
I think I would move the first sentence in the Q2 layer ("With a job, a family, and two homes, I don't need another thing to worry about.") out of that layer and make it the first sentence in the Q1 layer instead. I think most people will click these in a top-to-bottom fashion, so I feel like it's better to establish that this guy needs generators for two homes in his response to Q1. Hope that makes sense!


comment:
I think you need to change the reference to "your station" to "your home" in the feedback.


comment:
Change the reference to "your station" in the third option to "your home" also.


comment:
second speech bubble, second paragraph, second sentence: remove "a" between "be" and "life"


comment:
second speech bubble, third paragraph: change the comma after comfort to a period and capitalize if to break the run-on into two sentences


comment:
Screen title: Change to "A Deeper Dive: Residential". Change the reference to "Single Owner Residential" to just Residential in the text.


comment:
Screen title: change to "A Deeper Dive: Residential". Maybe change the text to something like, "Let's get to know another customer in the Residential market category."


comment:
third speech bubble, fourth sentence: "...devices are not damaged when running..." - change "when" to "while"
third speech bubble, fifth sentence: change "finally" to "also"


comment:
I would name the customer. Agree with Christa about the label on the senior citizen. Also, I think the red text across the top should say: "Residential: Senior Living Facility" and the screen title should also say "Senior Living Facility". That's the name of the market and business type...the customer is the service operator, but you should just have the type of business listed at the top.


comment:
Screen text: since this is still the residential category, but just a different type of residential business...I think you need to change the first sentence. How about: "Residential businesses like senior living facilities:"


comment:
Need to make sure the label on the customer is correct. I would name the guy and make sure it says "Senior Living Facility Service Operator", or at least "Facilty Service Operator" under his name ( not gas station owner)


comment:
first speech bubble, ninth line: change comma to a period or semicolon
first speech bubble, ninth line: add apostrophe to "its"
first speech bubble, last line: remove extra space after "until"


comment:
Yep, your customer changed! Also, check all layers for the label on the customer...sometimes it's gas station owner.


comment:
second bubble: add a space before "Exercise"


comment:
On the labels, make sure you're capitalizing each word (Home owner should be Home Owner). Also, the pin title for pin 2 should be the title of the market and market type, not customer- i.e., "Residential: Senior Living Facility"


comment:
under "Sorry, that's not right" - remove space between "agreement" and the period


comment:
Change screen title to: "A Deeper Dive: Residential". Change reference to "more customers" to "one more customer" in the screen text.


comment:
Let's talk on Monday and confirm with Christa, but I think that the "breadcrumb" should be the Market followed by the business type, not the customer. So, in this case, it would be: "Residential: Apartment Complex" or something like that. Then, the screen title would be "Apartment Complex" and the customer would be "Apartment Manager" or "Building Superintendent" or something like that.


comment:
remove "Next" and change "talk to" to "talk with"


comment:
Change the first sentence/first bullet to: 

In general, apartment complexes in this category:
 - Are residential businesses with a single owner.


comment:
Let's discuss: Should it be Apartment Manager or Owner? I wonder if Owner isn't more accurate based on bullet 3 in the content (it says that gensets are purchased by the owner or a contractor). the customer should be the person making the purchasing decision in each of these scenarios.


comment:
remove that after animals in first speech bubble


comment:
in any option that refers to "your station"...need to change that reference to suit the scenario. In this one it should be changed to "your building".


comment:
Make sure that the customer label is accurate on every layer. Sometimes this one says "Lawyer"


comment:
change setup to "set up" in second speech bubble


comment:
change depend to "depends" in third speech bubble


comment:
remove comma after engine in third speech bubble


comment:
there may be an extra space between Having and Jurisdiction i can't tell


comment:
Change screen title to: "A Deeper Dive: Light Commercial Business". Change text to: "Next, spend some time learning about the needs of a customer in the Light Commercial Business market category."


comment:
change last bullet to keep parallel bullet structure


comment:
Change "Small Business Owner" to "Small Business" in both red and black text at top of the screen. Make Jane be a bakery owner or a floral shop owner or something like that.


comment:
change the first sentence to: "In general, small businesses in this market category:"...also, double-check the source content and make sure that the bullet points match small business and not mid-sized business. I think that the text might be inaccurate as it is currently.


comment:
This whole scenario needs to change...let me know if you need help!


comment:
Title: "A Deeper Dive: Light Commercial Business". Text: "Next, learn about a different customer in the Light Commercial Business market category."

Pin label for pin 3: "Residential: Apartment Complex"


comment:
pin label, pin 4: "Light Commercial Business: Small Business"


comment:
Bread crumb text and screen title: Change red text to "Light Commercial Business: Professional Services". Change screen title text to "Professional Services". Change first sentence text to: "These businesses include medical practices, law offices, and companies that offer other professional services. In general, they:"


comment:
Change title to: "A Deeper Dive: Agriculture"


comment:
In blue text, say "poultry farmer" rather than chicken farmer.

breadcrumb: "Agriculture: Poultry Operation" 
screen title: "Poultry Operation"


comment:
third bullet: change "will regulate" to "regulates"


comment:
On this slide, when you select the wrong answer the speech bubble 'are you sure.....' comes up.  This should fade out after x seconds and return to the original question - otherwise the user is guessing again.


comment:
This screen needs to make it more clear that the course is complete in my opinion.  Otherwise the user might click on the shovels and be taken back to work that is already complete, and could frustrate.


comment:
Yearly add it is a good time to review if we have account plans in place for the right accounts.

Quarterly edit "great for account performance reviews."

Combine weekly to Bi-weekly / Monthly and use the language under Weekly.  Remove the Monthly separate flag and text.


comment:
Can we add North America here? We may have discussed this before and why it should not be here, but it makes sense to add if we mention it the first thing on the next page (unless NA is included in the title on our LMS)


comment:
For correct answers, it makes sense to have green around the box instead of red.


comment:
Update buckets to just be yearly, quarterly and bi-weekly/monthly.

Yearly:  Remove "what deals have we made..." and add question "Do we need to stop or start an account plan for any customers based on our criteria?"

Quarterly:  change to "How is the account performing and what are our next big steps?"


comment:
For Bi-weekly / Monthly add "What is the status of your initiatives?  Show me in your account plan."


comment:
The word owner is cut off in the first sentence


comment:
In third if/then line, lawyer firm should be law firm.


comment:
Can you replace the billboard header? (re: biz segments) Maybe with the Vision? Let me know if there's nothing that will fit in that space.


comment:
Svc Ops popup: hyphenate customer-centric


comment:
Edit Svc Support popup: "The globally-connected Service Support sub-function helps customers..."


comment:
Edit Svc Tech Trng popup: "...to increase the technical competencies and product knowledge of technicians."


comment:
Edit Diagnostics popup: "...accurately and quickly lead to a successful repair."


comment:
Instructional text: Is there a space before "Click Next to continue?" Make sure.


comment:
There's a stutter in the audio for "What are your responsibilities" - "...which may l-lead me..."


comment:
Is there any way to allow the transcript to stay open when a new layer appears?


comment:
Instructional text, line 2, should be "help" instead of "helps"


comment:
Seeing Sharon's comment, let's remove "Mike will be your tour guide" from the inst text


comment:
Technical Trng popup: Remove the comma after "overview"


comment:
Technical Trng popup, hyphenate "on-the-job"


comment:
inst text, line 2: should be "help" instead of "helps"


comment:
Stop #2: Edit last sentence, "Starting with how we greet the customer, the way we stage the repair, create a quote, make the repair, and invoice the customer are all steps in the process to provide a consistent experience for our customer, whether in the shop or at the customer site."


comment:
Stop #3: Edit Bullet 1, "..in order for a technician"


comment:
Decision guide page 4 - feed back was not working. Please confirm that we offer the harnesses for the AC products


comment:
Stop #3 Edit bullet 2: "the faster we can help the technician pinpoint the issue, the faster our customer..."


comment:
Stop 3: Please make last sentence of last bullet a separate, non-bulleted line


comment:
First clip - can you fade audio all the way out so there isn't an abrupt cut?


comment:
Need to take a look at the text in the first two clips - they overlap each other re: "I can have someone there in 3 hours." I know this has been poked and chopped - let's make sure it flows logically.


comment:
Add first sentence to Mike's bubble: "The Service function is always striving to improve to deliver Legendary Service."


comment:
Replace attendant's question with, "How are you doing today?" Edit response: "Great! I am onboarding with the Cummins Service function, where I am learning how we deliver an excellent experience for our customers, just like you have done for me."


comment:
Can you do something - like put a film over the bkgd - when Correct Answer/Your answer appear, so that they're more legible? Not worth spending tons of time on, nice-to-have.


comment:
Back button did not work for me on these reflection screens


comment:
Edit sentence 3: We will be talking to the service manager.


comment:
I thought we were removing the WWID requirement? Some dealers don't have WWID's/


comment:
Last question, bullet 1: "In North America, customers for light-, medium-, and heavy-duty engines include Peterbilt, Bluebird, and SeaRay (for marine application)."


comment:
First bullet should be changed to 'Own mid t0 High-end homes"


comment:
Hold the phone. If Jose is answering all these questions, edit 3rd sentence to say: "We will speak to the service manager in a moment, but first, what questions can I answer about the Cummins Support Network?"


comment:
Could we have a more positive begining?

For example: "We have new Business Review formats that are more lean and objective! Let's get into it with this example!"


comment:
We need to tee up the video. Can you give Jose a speech bubble that says, "Howard's story gives you an idea of how you can personalize your path in the Service function."


comment:
I'm fine with the pdf, but needs cummins logo somewhere.  (Small, in title header?)


comment:
Needs click next inst text after clicking both items.


comment:
I would find a way to reword "The RS20A is a better quality product that will last longer".  That could be a matter of opinion, without any life expectancy data.


comment:
Switching Fuels is simple for all brands, it's not an advantage to Cummins, albeit ours doesn't require parts.  This is part of the Installation, customers have no idea about Fuel switching.


comment:
Do we have any data that shows our Power Quality is superior ?  I haven't seen anything yet.
Also,
Are we sure we can say our Generators are quieter than competition ?
Also,
I don't think we're the most fuel efficient with the new models.


comment:
These outcomes are correct but they are the outcomes of the Business Review. 

It's looking great!

Let's include more instructions for each of these outcomes during Alfa, specially on how to move the OnePager to the Next Phase.


comment:
Very nice, looking forward to complete and polish the training during alfa. Specially about updating the OnePager and moving it to Next Phases.


comment:
This one could work with a story about a Business Review presentation that had 150 slides and in the end everyone fell asleep.


comment:
Agreed about having further discussion on this part of the training.


comment:
I came back to this slide after completing it the first time and now it doesn't let me move forwward. Will try to re-boot the presentation.


comment:
Page looks empty, needs a suitable image on right hand side of page


comment:
I think the final text from the customer should be more like :- I want to keep the lights on and would like some power for the TV and such obviously, but most importantly, I want back up power for my appliances and computer


comment:
First time you have to click the dealer, he is not outlined in red


comment:
Definitely missing the right answer combination


comment:
For each of the three competitors do we have their key selling point that they focus on when selling? would be good to add this to each of the three competitors


comment:
Agree with GW, can we find something eels to focus on as an advantage for our sale


comment:
I am commenting on positioning statement 3 with the grey haired guy. This feels like a repeat of statement 2 regards the ability to switch fuels without changing parts. Maybe as he doesn't have technical people we should focus on the remote monitoring capability via the clear and easy to use display?


comment:
we don't seem to have covered the last point from the agenda ie the other markets / applications


comment:
Is it mandatory to go to the print certificate screen, I would think it should be optional as individuals will have their completion recorded in the LMS system and many today do not have a wall to display certificates etc on so do not print them. We should keep it as an optional item


comment:
Will this menu allow the learners to jump into Proposal/DG, DI/DO, or DO/LD sections of the training?


comment:
Would it be better to just have the training go in the Standard Business Review order? :

1.-Proposal / DG
2.-DI/DO
3.-DO/LD

Instead of letting them jump into DI/DO, go back to Proposal/DG and finally DO/LD, etc, disregarding their right order. (Prone to confussion)


comment:
We need to align with seller feedback on this section.  Gaps in the account plan are not necessarily driving the right resources to engage, but knowing what the goals are with the account, customer roles involved and key initiatives with the account will drive what support functions/resources to engage on the team.


comment:
Using customer roles and gaps in relationship / knowledge is a good example of what may drive resources to engage and have visit the customer.


comment:
Fill out the metrics tab.  Not a great example of what would drive resources to pull in unless there was an issue/ improvement need.


comment:
Edit opening exercise text to align with prior changes "...gaps in what the Cummins team knows about customer roles and some initiatives don't have the needed resources engaged.  Who else..."


comment:
change something similar to "a similar concept" and add a comma after concept, remove "that you might be more familiar with"


comment:
*DISREGARD PREVIOUS COMMENT* change sentence to: "It isn't always obvious while a player is kicking the ball around the field, but they may show signs of sponsorships from time to time..."


comment:
add comma after well, change is not to isn't


comment:
change last two sentences to one: "Again, safety could be at risk in this situation, and data integrity could be impacted."


comment:
change "you should keep in mind when" to "to keep in mind while"


comment:
medical director, first line: change will need to needs


comment:
medical director, third line: change need to needs; seventh line: change I also am to I am also


comment:
site manager, fourth line: change "in addition, i collect" to "i also collect"


comment:
regulatory: remove commas after Manager and reported; change I also am i I am also


comment:
Significance of Requirement for third step - It should read "The updated document and instructions must be communicated to relevant recipients to enable appropriate communications to investigator sites, ethics review boards, and regulatory authorities."


comment:
For Manage Trial-Level Communications, please add 'to investigator sites' at the end of the last bullet.


comment:
Expand RLC to Residential & Light Commercial (RLC)


comment:
Financial Disclosure column - The medical director also signs the Disclosure of Financial Interest form.


comment:
Notify of Approvals column - The medical director is responsible for approving IB decisions and communications.


comment:
What is the source and who is the author for the decision guide? please make sure to run this guide via Product Manager


comment:
Recommend changing the second gold bar to "Requirements are activities that stem from regulatory bodies (i.e., FDA.....) and Lilly business decisions for efficient..."


comment:
Mention the customer category next to each image. Delete the green check mark, it looks like the session is completed.


comment:
went back to this page & it wont let me move on to the next page


comment:
third option: change period after information to a comma


comment:
The 2 segments for Residential should be combined into 1, and the Agriculture is to specific there are other opportunities than poultry


comment:
Under agriculture- When did we start milking hogs???


comment:
Process step boxes: we haven't put a yellow arrow between any other boxes; recommend removing it from this screen


comment:
Resources popup: Alpha review feedback indicates that the CDOS landing page URL should be titled with the name of the process map(s) that apply to the course. Is there one map that applies to this course that we could change "CDOS site" to?


comment:
Font looks different from the other courses on the learning objectives text. I think the other ones are just bolded entirely with the specific words in uppercase. Double-check.


comment:
1st sentence: "...includes the activities that drive..." (change the to that)


comment:
3rd paragraph, 1st sentence: "its" should be "it's"


comment:
The first time the learning agent is seen after the LOs is on the Course Topics screen. Recommend moving his Role label there. Also, please center the label to his character, it's a little bit to the right here.


comment:
The submit button is hanging off the text box. Recommend moving the Study Manager over to the left, centering the text boxes to the screen, and moving the Submit button to the center of the bottom text box. That way the Study Team Member character's arm also isn't covering the box so much.


comment:
Slight modification to my original comment (I thought this might be a 'select all that apply' question): for single response questions, the question can auto-advance to the feedback, no need for a Submit button unless it's a select all that apply question. Global for the curriculum.


comment:
Yellow box, 1st sentence: "...the activities that drive..." (change the to that)


comment:
Menu screen title is from the Manage Trial Change course. Update to the current title.


comment:
Secondary instructional text, 1st sentence: "Clinical trial processes are composed of the activities that drive each process." This provides clarity and matches the verb and subject.


comment:
Double-check the placement of the instructional text on each screen. It seems to jump between slides.


comment:
Monica's polo - is it meeting branding requirement? "C" on a blue background?


comment:
Need a Cummins logo on the advisor's polo?


comment:
The description in grey box is not accurate. It should be Friday's topic.


comment:
The Technical Training and Service Capability sub-functions are not included.


comment:
Bullet 1: delete comma after management; Bullets 1 AND 2, the word "manage" should actually be "management"


comment:
Instructional and directional text: Recommend changing 'requirements' to 'compliance requirements' to make it super clear and differentiate them from the business expectations.


comment:
Global: it doesn't make sense to say "the set up, manage, and close out activities." Replace manage with management, or word differently.


comment:
If you click the instructional text, the directional text updates to 'Click Next to continue' even if the Significance of Requirement boxes haven't yet been revealed. Recommend locking the function so each significance must be revealed before advancing.


comment:
In last sentence, are all those topics in the same course, or should the last word, be "courses" ?


comment:
Directional text says "Click the Next...", remove "the"


comment:
Same as before, recommend "compliance requirements'


comment:
Correct feedback box: put the two items in a bulleted list, otherwise you have a very long run on sentence with lots of commas.


comment:
Directional text says "Click the Next..." remove "the"


comment:
First sentence - add apostrophe to co-worker's


comment:
Same as before, clicking outside the graphic changes the directional text to "Click Next to continue" even though the significance boxes haven't yet been revealed.


comment:
"Click the Next..." do global search to remove "the"


comment:
change "The intent is give you..." to "The intent is to provide you with..." and remove comma after processes


comment:
The two steps have a big white space gap between them. Doesn't seem to be a missing step there, just a gap. Tighten up the boxes so they are next to each, like in the other tables.


comment:
Clicking outside the table advances the directional text, double-check globally.


comment:
Sentence 2 is a mess. Rewrite: "The activities identify which tasks will be accomplished during each phase of the process and who is responsible for each one."


comment:
correct feedback: remove comma after trials


comment:
My apologies on the white space comment - this is fine. Just make sure the boxes line up (the bottom gray box doesn't line up at the top with its significance box)


comment:
Study Manager popup, 1st sentence: "I provide...", remove "am"


comment:
Instructional text says click Next to continue, but literally everything is clickable on the screen and no Next button is visible. Change instructional text to indicate that ppl should click each activity type to learn more, and change that instructional text to be "click next..." after both have been clicked. Make sure screen is reset to initial state.


comment:
Directional text: change "hear" to "see" or "read" - no audio, so doesn't align.


comment:
change "process starts" to "process begins"


comment:
CRP popup text, 1st sentence: Notification is capitalized, but should 'approved records' also be capitalized? Seems weird that only 1 word is capitalized mid-sentence.


comment:
first bubble: change bullet format to have parallel structure


comment:
second bubble, third bullet: change finalize to finalizes


comment:
Medical Direction popup, 2nd paragraph: Is it "I also ensure complete documentation of approval and rationale for terminating a trial early,..."? (add complete, or something similar), otherwise I'm not sure what the first part of the sentence means.


comment:
"review the significance of the..." (Change for to of)


comment:
Functional Contributor popup: spell out LOI as "Letters of Intent (LOIs)" since we haven't defined it previously


comment:
correct feedback box: need period at end of sentence


comment:
change significance for to significance of


comment:
header: remove "that" and add comma after meeting


comment:
The colors seem weird here. Recommend making the role boxes teal to differentiate them from the activities boxes.


comment:
add period at the end of second "significance of requirement" box


comment:
I'd make this a landing screen where the three scenario types are shown - then they go into the "Set up" scenario, after which they return to the landing page. Now the "Set up" scenario is grayed out, and they enter the next one - that would help to clarify the high level activities and orient them to where they are in the process.


comment:
Study Manager Notify of Approvals popup: missing the word "for", "responsible for the pre-work"


comment:
last bullet: remove comma after contract


comment:
Plz change Pass & Combine to Approval of Combined

Change the paragraph to say:

Congrats! Your project is approaching combined Business Review, for example DG/DI. 
You will need to submit an empty OnePager for the prior Phase (example DG) and a completed OnePager for the next Phase (example DI).


comment:
Reiterate as title is ok.
Please change text to:
During the Business Review you received feedback that additional information is needed before obtaining approval. Contact the Portfolio Team for support, they will un-submit and un-lock your OnePager so you can update it with new information.


comment:
Cancel as title is ok.
Please change text to:
A collective decision was made at the Business Review that the organization no longer wants to pursue this business opportunity. You will need to access the SPMT and change the project Phase to Canceled. Your projects data will be retained for future use, but it will not show on your active projects.


comment:
Check throughout that Pap Cytology is Pap cytology.


comment:
Popup, Last Sentence: Suggest changing "That" to "This" or "The"


comment:
Second Speech Bubble: Suggest possibly removing the "Not all women..." text. I'm not sure what that's in reference to.


comment:
The highlight box for the correct choice is a little odd. It seems like there may be two hotspots or something.


comment:
The correct hotspot seems a little off on this one too. Just FYI.


comment:
The correct hotspot seems off on this screen as well. Note, it only seems to happen after I've clicked on the hotspot.


comment:
Medical Director Financial Disclosure popup: missing the word "for", "responsible for determining"


comment:
CRP/CRS Notify of Approval popup: should "approved records" be capitalized?


comment:
CRP/CRS Close Out Trial popup: change CRST to CRS


comment:
Functional Contributors IMPACT Data popup: missing an "e" on "the"


comment:
1st key point: "includes the activities that drive...", change the to that


comment:
To follow up on Dennis's comment, make the gray boxes the same height as the beige ones, and center the text.


comment:
site manager: add and before documenting


comment:
I like this recap screen, but the blue boxes appear in random locations. Create a single box location on the right side where the 3 popups are layered on top of each other.


comment:
study manager/consulting agreements: add for after responsible


comment:
Add role titles to their corresponding popups


comment:
Functional contributors/Consulting agreements: add comma after finalizes


comment:
Study manager: Delete ", and" in second to last bullet


comment:
Maybe just me, but the instructional text looks like the spacing is off. Please check.


comment:
Communications popup - has the Templates icon instead of the Communications one


comment:
study manager/financial disclosure: change spend to spending


comment:
Financial Disclosure popup: "Financial disclosure form" is listed as an input and an output. Accurate?


comment:
study manager/close out trial: remove comma after close


comment:
Financial Disclosure is a legal term, and is requested to be uppercase for both words. Please do a find/replace all for this.


comment:
Nice job on these screens, john. Lots of content here, organized nicely.


comment:
Directional text: Bold "click" and "option" only.


comment:
Question text: "The timeline process includes...", pluralize "include"


comment:
When you click "distribution", it shows as the correct answer, but the wrong "distribution" is now orange.


comment:
Make sure this screen is reset to initial state


comment:
What does IB stand for? I don't recall seeing it earlier in the course. Feel free to correct me if I'm wrong!


comment:
Space #3, costs and expenses are the same thing. Change expenses to something like "revenue."


comment:
remove extra spaces between "processes" and "occur" & "set up" and "and"


comment:
trial change outputs: change to "Change record approved"


comment:
Notify is spelled incorrectly in the Menu


comment:
Once all correct answers are inserted, the instructional text reverts back to the timeline and budget text.


comment:
"Notify Required Personnel of Approved Records" is the title of the step in the process map. I believe it should be capitalized in the instructional text and the paragraph being built; the screen title should mirror this as well.


comment:
SAE form is singular as an answer, but plural once it goes into the paragraph. Make it plural in the answer options.


comment:
Communications is plural in the answer option, but singular in the paragraph once selected. Believe it should be plural for both.


comment:
complete and distribute templates: add commas after completion, templates, and forms


comment:
manage trial communications: add commas after creation and distribution; add period at end of sentence


comment:
manage trial budget: add comma after finalization


comment:
notify required personal...: remove extra period at end of sentence


comment:
develop and manage: add comma after Consultants/Institutions


comment:
set up trial meetings: change to process "of"


comment:
timeline box: 2nd sentence, capitalize "it" at the beginning of the sentence


comment:
remove "be" between "to" and "communicate"


comment:
communications: missing a comma after creation


comment:
second bullet: add "to" after "contributes"


comment:
Nice to have: Change "Purpose" header to "Purpose - what does it cover?" That way you can delete "This covers from every single box below.


comment:
Notify required personnel: Extra period at the end of Purpose column text.


comment:
Instructional text after clicking IMP LYXXXX arrow: "...include things like the...", add the word like


comment:
Per other alpha review calls, add the following text below "To learn more...": "Process maps, quality documents (procedures, required tools), and supporting materials are available to support the performance of your work."


comment:
Change "CDOS site" to the name of the process map where most of this is pulled from; I assume "Set up, Manage, and Close Out Activities"


comment:
I'm a little iffy on why we start with the inputs and outputs before we cover the purpose of the process. Assuming we want to keep this sequencing, I recommend moving the tables (or better yet, re-use the input/output icon popup screen) to come before the fill-ins, then use THAT as the review, instead of the first exposure to the info.


comment:
The characteristics in the intro text are the most important part of the next few screens. Find a way to re-write so you can bullet that they operate in parallel, occur to manage activities for all trials, and happen prior to trial-level activities


comment:
develop and manage trial timeline, second paragraph, last sentence: add comma after budget


comment:
If compound activities happen before trial activities, that box should appear on the left


comment:
complete and distribute...: remove comma after "approval"


comment:
notify personnel...: remove extra space between "trial-level" and "records"; remove extra space between "regulations" and the period; remove "that" after "ensure"


comment:
In bullet one, the important word is "requirements"


comment:
set up trial meetings: remove "being" before shared


comment:
manage financial disclosure: change "is a way of determining" to "can determine"


comment:
manage trial change: add comma after "implementing"


comment:
third bullet: add comma after "function"


comment:
incorrect feedback: add comma after "functions"


comment:
incorrect feedback: remove "does", change "when" to "while", add period at end of sentence


comment:
change comma after "assumptions" to "and"; add comma after "functions"


comment:
incorrect feedback: remove "to" after "help"


comment:
what to do/set up: add comma after communication


comment:
what to do/close out: add period after Activities


comment:
second paragraph: remove comma after activity


comment:
when i complete all clicks, go to next screen, then come back, Next button is not enabled


comment:
intro text - close out should be 2 words


comment:
change occur to occuring; change semi colon to a period and capitalize some


comment:
suggest moving the select alls up a little so it isn't so close to the bottom of the content area. also they don't look evenly spaced right now


comment:
submit button is in Arial instead of DIN


comment:
The text in this table is pretty small. Could we have the speech bubble first, then click to see table and speech bubble goes away so you can have the table text be larger?


comment:
table heading - shouldn't close out be 2 words here?


comment:
close out - also in each row of close out column


comment:
middle cell - is there a reason why this is title case? just seems like a sentence like it should be "When major changes occur"


comment:
correct feedback: remove "that" after "Study Manager"


comment:
Setup/When to Do it cell: Dash between timeline and first is smaller than others.


comment:
third option: remove "that" after "Study Manager"


comment:
screen title and title in menu don't match


comment:
Course title as it appears in my browser tab also has close out as 1 word instead of 2


comment:
change "spending more than you have" to "over-spending"


comment:
budgets developed and finalized, study team, second bullet: add comma after "Finalize"


comment:
directional text - get rid of the before Timeline


comment:
align with business unit: change spend to spending


comment:
"develop/finalize CRO costs" - remove space between the slash and finalize


comment:
"Develop, finalize global investigator budget" - change comma to and


comment:
fourth bullet: add comma after "Finalize" and period at the end


comment:
remove "the" before trial in directional text


comment:
the outer gold outline of the box overlaps with the outer teal storyline shell at the bottom


comment:
suggest making all the study team silhouette people a lighter gray


comment:
change "Review of" to "Reviewing"; change "Approval of" to "Approving" (or change finalizing to finalization)


comment:
de-pluralize "Intents" (I may be wrong here...)


comment:
site manager bubble: remove extra space between "is" and "up"


comment:
medical doctor bubble: remove comma after decision


comment:
Notification Prepared tombstone - move down so there's no white hairline between it and outer teal shell


comment:
first bubble: add comma after "service"; last bubble: change "when" to "while"


comment:
replace "and" after "advice" with a comma


comment:
add comma after "property" in third bullet


comment:
CBSO Rep: pluralize "Complete"; add "and" at end of third bullet


comment:
I don't believe footnotes for * in other spots have been italicized?


comment:
All but the last guy are down too far where they are overlapping the bottom teal area


comment:
Text label for first girl looks blurry compared to the others


comment:
Both of these people need to move up a little so they aren't overlapping the bottom teal area


comment:
prework, is the valid..." - add "and" before "the Requestor"


comment:
finalize and execute consulting agreement: remove "that" after is


comment:
confirm/applies when: add comma after submitted


comment:
target icon text: add comma after first "US"; change comma after "Site" to a period, capitalize "if", add comma after second "US"


comment:
Resource button: Pluralize "Resource" since there are multiple there.


comment:
*Disregard previous comment* I meant to say add "and" after "tax forms,"


comment:
move comma after "that" to after "trial"


comment:
change "Participating" to "Participation" ; change third bullet to read: "Attendance of telephone or web conferences"


comment:
"Investigative product" should be "Investigative Medicinal Product (IMP)"


comment:
Add period at the end of the directional text.


comment:
target text: add comma after "two years"


comment:
received/impact: remove "that" after "ensure" ; add comma after "provided"


comment:
combine the first two sentences/change the period to a comma


comment:
Nice to have: visited state for each item clicked


comment:
"Specific activities occur during each phase" (change occurring to occur)


comment:
I second Manuel: consider having IPM explain how using the SPM tools (OnePager & Business Review Templates) helped him achieve the desired outcome from his business review (approval)!  Now he wants to share his experience.


comment:
Can we swap this facial expression with the one on the next slide? He should smile here and be more exaggerated when describing a viral outbreak.


comment:
Should we say ... from clinical plan set up through trial close out ?


comment:
1st bullet: add "after the LY # has been assigned"?


comment:
start of 1 sentence: should we say "IMPACT data should be managed..."


comment:
rd bullet: The Trial PDO closes out the trial in IMPACT after it has been confirmed that all sites and countries are closed or cancelled.


comment:
the blue text after "Click Next", can we say "the collaboration site" instead of just site. Site means often something else for the audience and the term may create confusion here.


comment:
Change header in organge frame to Collaboration Site Reviewed and Closed Out


comment:
1st paragraph: propose to remove the words
"by ensuring it runs efficiently"


comment:
Can we not add the name to the right of each location after it has been selected?


comment:
Should we point out explicitly that each of these that we mention at each location/market are examples since we are mentioning other examples in each market?


comment:
Should be "apartment complexes in this category" not apartment complexes this category


comment:
Should be "a higher end brand" not higher end brands in tab that is What special requirements do you have?


comment:
Was Generator appearance mentioned in the customer requirements/questions part?


comment:
Describe the Manage Financial Disclosure PROCESS (this is the name in BWL....not sure if it needs to match here?)


comment:
Again not sure if it needs to match: Describe the ROLES involved in the Manage Financial Disclosure process.  If yes, I would check throughout training course and update accordingly.


comment:
I would rename the first button to Financial Disclosure Defined as well as the Click the Financial Disclosure Defined button to get started based on recent changes to terminology used in process map and quality docs.


comment:
Change Investigators or other site staff to site personnel


comment:
I think it would be helpful to provide more background on the FDA regulation..

FDA Code of Regulations (21 CRF Part 54) requires applicants submitting an original or supplemental US NDA/BLA to submit certain information concerning the compensation to, and financial interests and arrangements of, any clinical investigator conducting clinical studies covered by the regulation.

Under the applicable regulations,3 an applicant is required to submit to FDA a list of all clinical investigators who conducted covered clinical studies and to identify those who are full-time or part-time employees of the sponsor of each covered study (21 CFR § 54.4). For each clinical investigator who was not a full-time or part-time employee of a sponsor of the clinical study, the applicant must provide either a certification, using FORM FDA 3454, that none of the financial interests or arrangements described in 21 CFR § 54.4(a)(3) (see Section III.B. below) exists, or completely and accurately disclose, using FORM FDA 3455, the nature of those interests and arrangements to the agency and describe any steps taken to minimize the potential for bias resulting from those interests and arrangements (21 CFR § 54.4(a)). If the applicant acts with due diligence to obtain the required information but is unable to do so, the applicant may certify that it acted with due diligence but was unable to obtain the information and include the reason the information could not be obtained (21 CFR § 54.4).

Link to guidelines for more information: https://www.fda.gov/downloads/regulatoryinformation/guidances/ucm341008.pdf


comment:
Financial disclosure information must be collected from all site personnel that requires financial disclosure for all trials except Phase 1 trials that have not been identified to potentially have subsequent pivotal/registration trials, including non-bioavailability or non-bioequivalence clinical pharmacology trials.


comment:
The last sentence where you describe BA/BE trials: These studies may directly affect marketing applications...if they affect marketing applications, then why aren't they included?  

Also - trial vs. study

Also - I think we should be consistent throughout course with how the term marketing applications.  In the procedure and process maps, we use: original and/or supplemental US NDA/BLA.  I think we should use this in the course too for consistency.  Also we need more context in definition around US NDA/BLA because this is the first time we say anything about marketing application....


comment:
It isn't really an exception that is granted for Phase 1 trials since procedure says they aren't required to collect FD.  We changed this wording in procedure and process maps.  Suggested rewording: Financial disclosure is not required because this is a Phase 1 trial and later phase trials will be run separately.


comment:
Financial disclosure is required for all trials except Phase 1 trials that have not been identified to potentially have subsequent pivotal/registration trials, including non-bioavailability or non-bioequivalence clinical pharmacology trials.  Therefore, financial disclosure is required for this trial.

I don't think the second sentence really fits here, so I would delete: Actions must be taken to minimize the bias for Investigators that have financial ties to Lilly.


comment:
Needs to be changed to site personnel vs. investigators throughout course


comment:
It appears that there is a white flashing on the bottles that appears with the flashing buttons. Can this be fixed?


comment:
Many questions have feedback for the incorrect answers and others do not. Should the incorrect feedback include information other than "Incorrect, try again"?


comment:
There is white flashing on the bottles in addition to the flashing lights.


comment:
Had to click on the Next button instead of the Complete Learning Checkpoint button to get to the certificate screen.


comment:
Getting an "error 404" screen instead of the certificate page.


comment:
Many questions have feedback for the incorrect answers in addition to "Try again". Should the incorrect feedback always include other information for the learner?


comment:
The title of this slide says an introduction but it isn't really just being introduced because there was a question earlier about it.  Might consider revising the title slide.


comment:
I would remove: This trial does not meet any exception requirements.


comment:
Suggested revision: Does Financial Disclosure information need to be collected?


comment:
Suggested rewording for Incorrect response :Not quite.  If the Investigator participated in another trial where financial disclosure information was collected, you must collect financial disclosure information for each trial regardless.


comment:
I would suggest revising for the other responses: correct and maybe.more information is needed


comment:
I think you can remove: Gold steps are for all trials....technically it isn't for all trials because there are a few trial types that we don't collect for.  The gold steps are really the milestones for the process when FD is required


comment:
Financial disclosure information is collected for trials except....add the language around Phase 1....


comment:
step 2: Consult Regulatory and the Medical Director to determine if a partner is involved in the development of the drug.  In addition, determine what site personnel roles will need to provide financial disclosure information.  At a minimum, financial disclosure information needs to be collected from the primary investigator and sub-investigators and may include other roles such as the pharmacist, raters, nurses or others involved in the treatment or evaluation of study participants.


comment:
The circles don't look teal to me until you click on circles.  Maybe we should say steps 3-10 are only sponsor/co-sponsor...


comment:
For step 6, suggested re-wording: If the trial will be included in the US NDA/BLA submission, continue with steps 7-15. Otherwise, the process is complete.


comment:
After submission planned has occurred, request the Payments of Other Sorts report and reconcile the information in the report against the summary of financial disclosure information.


comment:
Step 8 - Resolve any discrepancies between the summary of financial disclosure information (vs. financial disclosure forms) and the Payments of Other Sorts report.


comment:
For step 11 - do you want to mention anything about the quality doc here that can be used to summarize the information:

Supplemental Site Personnel Listing for Forms 3454 and 3455


comment:
For step 12, do you want to reference the 

Supplemental Site Personnel Listing for Forms 3454 and 3455


comment:
Communications and Documentation: The pop-up box needs to have 'documentation' incorporated into the text. (We don't 'communicate' the decision log)


comment:
Make the 'submit' button of a different color red background with white text?? Currently its not very visible..


comment:
Meetings Overview pop-up: Recommend adding 'or investigator training meetings' to the end of the overview paragraph.


comment:
Notify Personnel of Approved Records pop-up: In the inputs column, please add 'or protocol document' as another example.

In the Outputs column, please remove "Relevant communications' (Rationale: there are other instances in this module where we do not identify a relevant communication)


comment:
Financial Disclosure Inputs:
Please add 'requiring financial disclosure' to the end of the 3rd bullet.


comment:
Close Out Trial Overview: Please revise the end of the overview paragraph to "and confirming all site closeout activities are completed."


comment:
Close Out Trial Outputs: please change the second bullet to "OUS investigative site information collected" and third bullet to "Trial closed" (all sites closed is an output to the Close Out Sites process)


comment:
The second paragraph needs to read "The communications and documentation process covers...". Also include 'documentation' in the title of the slide.


comment:
I would be consistent with steps 12 and 13 with how we refer to the FDA forms....for example Complete Certification of Financial Interests Form (FDA Form 3454).


comment:
Step 14 is also only if Lilly is sponsor/co-sponsor.


comment:
Disregard comment about step 14 and only if Lilly is sponsor/co-sponsor.  It applies to step 15 vs. step 14.

Both 3454 and 3455 and supplemental form is provided for submission, not only certification of financial interests...


comment:
need to be consistent on how we are referring to FDA forms throughout steps and course


comment:
Manage Financial Disclosure process - would ensure consistency throughout


comment:
Key point 1 - should be Financial Disclosure information needs to be collected by sponsors of the trial vs. for?


comment:
Key point 2 - it should be CRP/CRS/CP not only CRP

Also should we say documented as well and mention the resource document that is available to document:  
Financial Disclosure Trial Sponsorship and Site Personnel Roles


comment:
For key point 3, I would suggest adding some more to this like appropriate assessments must be done to ensure bias is avoided as much as possible?


comment:
For Medical Director - I am consulted by the Study Manager to verify that Financial Disclosure is required for the trial.

I would remove the next sentence that references the Covered Study Determination Letter...this isn't in the process maps or quality docs.

Last sentence would move up after the first sentence and have slight revision: I am also consulted by the Study Manager to determine if roles other than the primary investigator and sub-investigator require the collection of financial disclosure information.


comment:
Site Manager - 

I also collect updated financial disclosure forms as needed if a discrepancy between the summary of financial disclosure information and the Payments of Other Sorts report is identified.


comment:
Regulatory - 
I am consulted by the Study Manager to determine if roles other than the primary investigator and sub-investigator require the collection of financial disclosure information due to trial-specific needs.  I am also consulted by the Study Manager when financially disclosable information is reported and guidance and direction is needed on the potential for bias any on any actions that need to be taken to minimize the bias.


comment:
Statistical Representative - 
I estimate the impact of any bias that may exist and make suggestions on how to mitigate the bias on enrollment.


comment:
GCBC - 
I provide the Payments of Other Sorts report to the Study Manager which will be reconciled against the summary of financial disclosure information provided by the Site Manager.


comment:
The Clinical Trial INvestigator Financial Disclosure Defined section seems to be more than just defining..it goes through entire process and roles/responsibilities so maybe this should be renamed?  Financial Disclosure Definition and Process.


comment:
You may want to include some language here around completing activities if Lilly is sponsor/co-sponsor.

Also some suggested wording tweaks: 

Determine and document appropriate actions if there is a "yes" on a Financial Disclosure Form.

Request the Payments of Other Sorts report and reconcile the report against the summarized financial disclosure information and request updated financial disclosure information to be obtained if discrepancies are identified.

Notify site personnel that their financial disclosure information is being included in the submission to the FDA.


comment:
I am confused on this one...it says above that Study Managers must consult with other roles and then below it says to learn about which require consultation from the Study Manager..


comment:
I think in the first key step, you are trying to articulate that: 

A "yes" was indicated on the financial disclosure form.

Consult the Study Manager

Need to understand the appropriate steps to take to minimize the potential bias and this should be documented.


comment:
Payments of Other Sorts report and Summarized Financial Disclosure information show a discrepancy.


comment:
Steps should be taken by the Site Manager to obtain updated financial disclosure information from the site personnel, so it can be determined if thresholds were met.


comment:
Site personnel vs. Investigators meet the threshold


comment:
If there are sponsors other than Lilly for the trial vs. There is a Sponsor for a trial.


comment:
The downstream impacts aren't really downstream impacts - they are providing more information....so either you need to provide why is it important and what happens if we get it wrong or change the header to more information or something like that


comment:
Identify the site personnel roles that require financial disclosure vs. There may be other key roles involved with study participants.


comment:
I think you want to say something about documenting all site personnel roles that require FD....at a minimum, need primary investigator and sub-investigators; however, there may be other role which require it that are trial-specific....


comment:
Title of Slide: Payments of Other Sorts Report for Reconciliation

Throughout the process, the Payments of Other Sorts report is provided for reconciliation against the summary of financial disclosure information to ensure that the financial disclosure information collected is accurate and complete.


comment:
GCBC - 
I provide the Payments of Other Sorts report to the Study Manager.


comment:
Study Manager - 
I request the Payments of Other Sorts report from the GCBC Representative if financial disclosure is required for the trial.  I reconcile the Payments of Other Sorts report against the summary of financial disclosure information provided by the Site Manager.  This helps to ensure that the financial disclosure information is accurate and complete.  If any discrepancies are identified, I will ask the Site Manager to obtain updated financial disclosure information from the site personnel.  I consult the Statistical Representative if any site personnel meet the thresholds to prompt a bias review.


comment:
Slide title: Payments of Other Sorts Report: GCBC Representative 

A trial ended a few days ago.  When is the best time to request the Payments of Other Sorts Report?

Where you say reports for reconciliation, I would change to Payments of Other Sorts reports throughout.


comment:
What do you mean reports?  Is this report for each trial?


comment:
Key point 2 - I think use same terminology as previously used.


comment:
From determining requirements for Financial Disclosure for the trial all the way to providing the financial disclosure for the submission, Study Managers must be sure to follow the process closely.  This helps to ensure that bias is minimized to protect the safety of study participants and data integrity as well as the financial disclosure information provided in the submission is accurate and complete to avoid rejected submissions to the FDA....or something like this.....


comment:
Site Managers obtain and compile financial disclosure information as well as obtain updated financial disclosure information from site personnel as needed when discrepancies are identified during the reconciliation of the Payments of Other Sorts report and the summary of financial disclosure information.


comment:
I would be consistent if we are going to use the actual number or spell out the number: 2 or two for example.


comment:
There was a site that indicated "yes" on one of the financial disclosure forms.


comment:
Response doesn't match the question.  It should be that if site personnel answer yes to any of the questions in the financial disclosure form, the Study Manager needs to be notified to determine the appropriate next steps to minimize bias.  I would update the answer to both responses.


comment:
I am also working on a trial in Europe.  Even though the trial is not in the US, I need to collect financial disclosure information from site personnel.


comment:
I would delete the second sentence and make consistent with the other answer.


comment:
The sentence to frame the key points doenst make sense because the key points are broader than just about yes on the financial disclosure forms.  Maybe tweak to: There are some important points that Site Managers need to consider in the Manage Financial Disclosure process.


comment:
I would adjust this question....is this whether the site manager has any other responsibilities, if yes, they really don't.  If you are asking whether any more activiites are needed with regards to interacting with our sites, the answer should be no and that's true because we would notify sites if their information meets the threshold and is reported to the FDA


comment:
One of the financial disclosure forms received had a "yes" included on it.  Because we need to get sites activated very quickly, I do not need to provide information to the Study Manager.

I would check all questions and ensure consistency with verb tense and whether we say "I" or "SIte Manager"...etc.


comment:
The response does not match the question.  It should be: Regardless of how quickly sites need to be activated, the Study Manager needs to be notified if any financial disclosure forms have a "yes".  Also change both responses.


comment:
Without teamwork, we would not be able to  minimize the bias on the trial to ensure we protect study participant safety and data integrity.  This is why the Manage Financial Disclosure process is so important to study participants, sites and Lilly.


comment:
You've learned a lot about the Manage Financial Disclosure process in this course, but do you recall the key points?


comment:
this is the first time in the course that we mention financial ties to Lilly change..I think it should be mentioned earlier in the course.


comment:
It is important to follow the process and procedures in the Manage Financial Disclosure process but why?


comment:
Obtaining accurate and complete financial disclosure information ensures that the appropriate evaluations occur to minimize site personnel bias.  This will help ensure the safety of study participants and protect the data integrity and avoid rejection of Lilly's NDA/BLA...or something like this....


comment:
I think there are key decisions mentioned in the course other than for study manager..I would revise to say Identify Key Decisions made during the Manage Financial Disclosure process.


comment:
Let's change the use of blue to the "teal" color in the new pallet.


comment:
Instead of the host of the next ultimate assay... it should be the host of the second season of the ultimate assay gourmet.


comment:
switch the order and note the assay first and then the systems.


comment:
Please send list of systems questions from launch training.


comment:
Doesn't make sense to include a differences chart. They are totally different tests and shouldn't be compared.


comment:
See Kate's content for TV/MG & CT/NG with TV/MG combined.


comment:
Feedback from the last training noted that this section was very confusing. Can we find a different way to present/test on this information?


comment:
The old template is appearing on top of the new template.


comment:
Add "Finacial Disclosure allows the FDA to evaluate potential sources of bias in covered clinical studies that may be related to an investigators
compensation, proprietary interest, significant equity interest, and/or significant payments of other sorts."?


comment:
Correct feedback: say ... you must have Finacial Disclosure for each trial...


comment:
Step 5: do we want to mention that the Financial Disclosure Tracking Log should be used?


comment:
SMEs: do we say Last Study Participant Visit or Last Patient Visit (LPV)? (Under GCBC rep)


comment:
Say LPV instead of Last Study Participant Visit?


comment:
In the scenario, should we say "when was the best time to..."? Given that the trial has ended and the best time is 90days prior to LPV, you are too late already


comment:
Does this knowledge check add value? If not, propose to remove


comment:
Same comment as previous: does this knowledge check add value?


comment:
Key point 2 has been mentioned several times in the course and is not specific to the study manager? Remove?


comment:
The previous content in this specific module (study manager role) doesn't really highlight these key points


comment:
Change: "SmartStyle Mobile App and SmartStyle.com Check-in Training" to "SmartStyle Mobile App and Online Check-in Training"


comment:
The background and banner colors are reversed. In the original, the background was gray and the SMARTSTYLE banner blue. The new colors should be grey->new grey (if different), and blue->primary teal color, both in style guide doc on Basecamp.


comment:
In the original course, the image on the phone was SS 03 (page 3 of the edits list document); this image here looks like SS 04.


comment:
Ignore my previous comment...I think your image is correct based on the description on-screen. Can you show me where we were told to replace the image though? I'm just confused...


comment:
The "Your Time" button isn't centered in the red highlight box. Please lower the red highlight box so that the button is centered.


comment:
Same here, please move the red highlight box so the button is centered.


comment:
Double-check all red highlight boxes are adjusted so the button they highlight are centered.


comment:
Is the "Void" box supposed to be onscreen here, before they click the "X" hotspot? The image replacement requested is Ticket 6_Wait_Serv Screen, and it doesn't have a Void box on it. It seems like you should only see the Void box after selecting the X.


comment:
The Void box that shows up after you click the X hotspot should be replaced with the image titled "Ticket 6_Void Ticket_No Show". I think the 2nd Void box should be removed entirely, and the 1st Void box should only appear onscreen AFTER the X is clicked.


comment:
The colors for the "How You Manage It" button don't match (primary teal, and the hover state) the rest on the landing page. Please update.


comment:
These images need to be updated with the Photoshopped ones.


comment:
When I clicked 'Target', 'Star' and 'Auctioneer', it gave a box that stated 'Are you sure that's how we should label this account'.  I am not sure if that should be in there?


comment:
Disregard my previous comment!  I figured it out.


comment:
Course completion certificate dont have the training course name for which the candidate will be certified post successful completion. Currently it is mentioned as null


comment:
The Exit button still dont operate on my laptop. I cant exit the course using Exit button


comment:
Change highlight for selected answer to be more obvious.

If they get it wrong, don't make them do another click to clear it by selecting "Try Again"


comment:
For the second scenario, if you select a partial correct answer, it still makes you think it is completely incorrect.  Please add different response if they pick part of the answer correctly to state that is correct and also consider ....


comment:
I think we are asking too much (like in seller e-learning) expecting them to interpret account plan initiatives / needs well enough to rule out or in resources to engage.  The key is we want them to think about the different resources to engage and help their account manager understand why that resource could be valuable to engage.


comment:
Both answers are correct for engaging legal and finance versus just one as currently written.  We should allow two to be selected and if only pick one notify them that both are correct.


comment:
For Sales App Engineer, make incorrect answer more wrong.  Use other resource answer like help sorting out logistics.


comment:
Overall it seems like it would be more helpful to have 3 correct resources and one wrong resource for learning.


comment:
Change text to "...which pages have content they could share?


comment:
Change text to "...to share appropriate information from the Strategic Alignment, Initiatives and Metrics pages."


comment:
Make sure in these pages we are referencing it as sharing some information from these account plan pages, not sharing all the content in that section as documented.

Ex.  "Sharing appropriate information from the Strategic Alignment section lets the..."


comment:
Remove submit button after response entered to avoid confusion on selecting that again or Next to proceed.


comment:
The third response on sharing initiatives can be correct too so need to allow more than one or make more incorrect.


comment:
In this section remove the repeated text and then allow them to select the differentiated part of the response since it will reduce the text they have to read.

Ex.  Sharing the status of key metrics that the customer measures us by or would have interest in ...
 - answer 1


comment:
In the metrics section answer 1 and 3 are correct so need to allow multiple, combine or make one wrong.  

The text to the right/wrong answer is talking more to an overall account plan than key metrics which measure our performance against areas important to the customer so start needs revised to focus on metrics.


comment:
Curious if there was reason for excluding menu from the OnePager training?


comment:
Maybe not "trickiest" - could we use a different term but currently no thoughts on what to put??


comment:
Looks great, for alpha I would think of emphasizing in the text that the pairings relate to content comment elements that are in encountered in the two or three phases.


comment:
This seems out of place, it breaks up the focus of the two phases and the market attractiveness slides that are in both phases. Can we think of putting it either in the very beginning (what tools are available and where to find them) or at the end.


comment:
1. My prior comment refers to the excersise on where the templates are located
2. The thinkcell image should also show the headers (Competitor 1, Addressed Market, etc.) - without it I am just entering numbers blindly


comment:
Unclear that I am to enter the information in a specific order. 
Also not initially clear that I am to follow the instructions to enter specific data in a cell
Last - once I entered the screen froze


comment:
The major challenge with the waterfall slides is the understanding how an IPM would use avail data to segment and how the waterfall is built - by blindly asking them to enter numbers and not spending time on the output, we have lost a huge opportunity to connect them to: how to use the data they have, how to enter that data into waterfall slide, and what story the output is telling us.


comment:
This is a good slide, maybe in the prior slide the training could spend a few moments to review the output and why it looks incorrect


comment:
Is there any reason why "health care" and "providers" start with upper case and "patients" and "regulators" not?


comment:
Instead of saying it on a negative way, I would say.  "Lilly uses medical research consultants when we need topic expert feedback or need information on the external environment."


comment:
Minor detail here - but I don't think the shirt is in compliance with brand standards for the color. Should be white on red.


comment:
On the Medical Research Consulting Examples, last bullet point, should we write Medical Research Advisory Boards Related to a Clinical Trial, or, Medical Research Advisory Boards related to a clinical trial?


comment:
The responsibilities of this Service Advisor example...do they overlap with those in Cummins Care group? Specifically the call center?


comment:
In the Valid Confidentiality Agreement question.  Answer should be:
If the answer if yes, confidential information will be shared prior to the execution of the consulting agreement.  If the answer is no, the Requestor collects a signed Letter of Confidentiality (LOC) prior to sharing confidential information.


comment:
Would it be worth including a distributor region map of NAD in the course resources?


comment:
Should we emphasize here and are there other places too about the need for the manager to ask for / reference the account plan to reinforce value and use?


comment:
Change to one click to show how does everyone contribute at a high level.


comment:
Should we change this since we have a change mgmt. module separate from this one and include something that does not have a separate module for training? For example, I received an invoice from a vendor or a request for an additional supplies from a site. How do I manage this request?


comment:
If we stay with this scenario, we need to change the order or provide different examples because documenting and communicating the decision should have already  occurred before the implementation plan was started.


comment:
Based on the feedback from the prior screen, may need to change this.


comment:
For first row, under manage, can this be changed to: Update, document and communicate any changes, revisions or needs appropriately (or something like this)


comment:
For second row, under manage, can this be changed to "when change or updates occur"


comment:
For second row, last column-lets discuss rewording this


comment:
Are all these columns applicable to study close out? May want to think about changing this title or illustrating this objective differently.


comment:
For feedback under Timeline communicated and managed, 3rd bullet can this be changed to stated the study manger and study team members (remove specificity to Lead SAM)....


comment:
For feedback on SAE form can this be changed to The SAE form provides sites with a way to document serious adverse events that occur during the study"


comment:
prescreening logs, supply re-order forms are other forms that may need to be created in addition to the other three, so this should be clarified somewhere and including them as a distractor may be confusing


comment:
Again #1 distractor is a form that study manager creates for the study, so not sure this is best distractor to use


comment:
for the second paragraph, shouldn't this be all RTO documents and not jut CSR?


comment:
Can we change title of someone else does this to CPM or study manager with compound level responsibilities?


comment:
CRP/CRS is also included in the training materials for investigator meetings so we need to revise this statement


comment:
should medical doctor be medical director here?


comment:
medical doctor should be medical director


comment:
Document early trial termination should go under study manager


comment:
Determine if early termination is warranted should go under someone else does this


comment:
change doctor to director and maybe consider changing the correct answer to "The decision to terminate the trial early based on the rationale must be reviewed and approved." The study manager will in almost all cases be the one to document the decision and approval


comment:
The map and procedure are now Set Up, Manage and Close Out.  Please update throughout all modules.


comment:
The study managers facilitate and document the consultations on the key decision points in the process. I recommend modifying last gold bar to "...key decisions managed by Study Managers...".


comment:
We replaced 'investigator' with 'site personnel' throughout the FD map and FD quality system documents (this does not apply throughout set up, manage...).  Recommend changing this throughout the FD module as well.


comment:
Add 'documentation' in the Communications box.


comment:
The first and third bullets seem to conflict. Please clarify.


comment:
I suggest changing the first bullet to "Are inputs to trial-level activities and documents" or something similar.


comment:
Double check page numbering - it seems to be slightly off in modules 2 and 3.


comment:
second paragraph, change "One hundred samples are" to "Several samples are..."


comment:
Back button shouldn't be visible on this page.


comment:
Can we see if Matt can create a splash screen for the course? Nice to have, not need to have.


comment:
We also removed 'clinical'.  I can go either way on this one.  I'm just pointing it out!


comment:
Discuss the use of "(BA/BE)" after "non-bioavailability/non-bioequivalence" with Teri.  She asked that we not use it in the procedure because they are referred to in the 'non' format when spelled out and the not in the 'non' format in the abbreviation. It can be used, however, when 'non' is not in the abbreviation.


comment:
Now that I've read the description of the first bar, I'm not sure 'non' should be in the gold bar.


comment:
Third bar-last paragraph of answer applies to the first bar as well.


comment:
Clarify that step 10 is an enrollment bias assessment.


comment:
Recommend including a sentence in the intro paragraph that steps 11-15 are apply when Lilly is the applicant.


comment:
For step 15, please add that a summary of steps taken during the trial and results of the enrollment bias assessment are included in the notification to the site personnel.


comment:
Key point 2 response should say medical director in stead of CRP/CRS/CP to align with the map and procedure.


comment:
In the planner for Monday we say 'CMI' should we use Cummins here instead given the audience?


comment:
Response to key point 3 - recommend changing to "Bias is mitigated before a trial begins and an enrollment impact assessment is completed at the end of a trial.


comment:
Recommend adding the following to the end of circle 4 - "Confirm steps to minimize potential for bias are implemented prior to confirming the site is ready to enroll."


comment:
Medical Director - the map and procedure also state MD is consulted to identify the sponsor/co-sponsor.


comment:
The blue shirt/white Cummins logo looks like the old branding


comment:
Regulatory - he/she is also consulted to identify sponsor/co-sponsor


comment:
Should be using 'Warranty' vs 'Claims Management'


comment:
Where we say 'A technician can call to get troubleshooting help over the phone' can we instead say 'A technician can reach out for troubleshooting help'  - moving away from phone to other means of contact click to chat, etc.


comment:
I am very confused by this scenario. I'm not sure why a study manager would consult with a site manager when FD is to be collected. The downstream impact seems more like what the site manager does vs a true impact.  A site manager cannot 'ensure' thresholds are not being met.  The site manager identifies when a threshold has been met and communicates it to the study manager. if this is not done correctly or on time (before ready to enroll), then the impact is that we (the sponsor) have not met the compliance requirement to mitigate bias.


comment:
For warranty, let's change reimburse service providers 'fairly' to 'competitively'


comment:
2nd scenario - Downstream impact should be "The Site Manager obtains updated financial disclosure information in order to appropriately identify which site personnel meet the reporting threshold."


comment:
In general, consider renaming "Downstream Impact" to "Downstream Activities".  Using the word "Impact" can also mean consequences if the scenario isn't completed correctly, which doesn't seem to apply in this case.


comment:
The Service Support text at the bottom is highlighted twice during the video, but is only truly utilized during the second instance not the first.


comment:
Scenario 1 - recommend putting "sponsorship/co-sponsorship" in front of "...requirements are met"


comment:
Perhaps we should be 'calling Service Support and the Level 1 agent performs XYZ...' vs 'calling Level 1' people may not understand what that means.


comment:
Key point 1 - I wouldn't consider this a best practice.  It is required if applicable.


comment:
All key points are required.  Please remove 'best practices' from the intro sentence.


comment:
Recommend not calling out a Lilly-specific role in case it changes to another role with Lilly and to avoid confusion for project-sourced trials.


comment:
Key point 3 response doesn't connect with the intro sentence. Recommend changing intro sentence to "...keep in mind throughout the financial disclose process." or something like that.


comment:
The scenario led me to believe this was the initial notification of 'yes' to the study manager.  However, the responses seem to be about reconciliation.  Please align the scenario and responses.


comment:
In Tera's suggested change, add "...and meet regulatory financial disclosure reporting requirements".


comment:
I agree with Tera's comments about the use of 'ties'.  maybe change the first selection to 'Whenever there is a change to sponsorship/co-sponsorship'


comment:
I agree with Tera's suggestion.  The collection of FD does not ensure an investigator is not biased. FD collection and reporting is about financial transparency with study participants and the FDA and serves as a reminder to site personnel that they are to remain objective regardless of their financial interest in the trial results.


comment:
Explanation for the second example is not correct


comment:
The instruction to click the professor should be in a different location. It isn't visible without scrolling.


comment:
Is there a desire for these sections to require the right answer to move on and hit next? Right now, I can move forward with wrong answers and just hit next.


comment:
might want to describe the icon so folks know what to click here.


comment:
Is the first statement in need of qualification? For example, "Based on feedback from sales managers... "


comment:
Should we indicate that the questions will not stick if incorrect?


comment:
the monthly graphic appeared grainy to me when it was enlarged on this screen.


comment:
it could have been user error but I kept having issues with this page. I couldn't get the magnifying glass to work.


comment:
X actually implies x'ing out. Is there some sort of other icon to add them to the team?


comment:
Course completion button should be more obvious and in the middle or to the right instead of left.


comment:
In the pop up for Manage Financial Disclosure replace US IND submission with US NDA/BLA submission


comment:
Should be Final Country Allocation instead of Finalized


comment:
Under Study Manager - it should say "finalizes grants or CRO costs


comment:
its just Decision Log instead of Decision Log tool


comment:
Last bullet "Provide the Lilly Medically Qualified Personnel name


comment:
Remove "tool" after decision log in the sentence


comment:
the statistician reviewing the presentations and CRP approving presentations only happens if it is a data results meeting. These 2 steps would not happen for a rejuvenation meeting


comment:
Red activities can also be from Lilly Business requirements not just compliance requirements


comment:
Suggest saying "which required activities" instead of compliance requirements


comment:
third bullet should be "in" TMF instead of "on"


comment:
Its Decision Log instead of decisions log


comment:
Again the Stat and CRP steps are only of its a data results meeting


comment:
Distribute Medically Qualified Personnel only needs to be listed once instead of twice


comment:
Notify Required Personnel Step should have full name Notify Required Personnel of Approved Records


comment:
CRP does not approve grant budget, nor do they sign the certification of financial interests forms


comment:
Medical Director provides supervision of "Medical" staff


comment:
The Stat "may" complete impact assessments - not always


comment:
last part of Site Manager role - the obtain updated financial disclosure "if a discrepancy is found". Its not the Site Manager who would identify the discrepancy therefore suggested wording in quotes


comment:
the bubble under Manage trial Budget talks about managing the trial timeline - should title be changed or bubble description?


comment:
For CRP role under Manage Trial Budget - no where on process map do I see the CRP noted as needing to approve grant budgets?


comment:
Site Manager bubble - the Site Manager distributes "who" the medically Qualified Personnel is, to the sites


comment:
Financial Disclosure - MEdical Director - may be consulted to determine if FD needs collected.
For Stat role - add to end of sentence "if that investigator met the financial threshold"


comment:
Close Out trial - Site Manager role add at end "to the sites"


comment:
Inputs for Financial Disclosure Process should be trial worksheet and Financial Disclosure trial Sponsorship and Trial Personnel Roles
Outputs should be Completed Financial Disclosure Summary, Certification of Financial Interesst form, Disclosure of Financial Interest Form, List of Site Personnel to be listed on Forms 3454 or 3455


comment:
In trial change overview -closing changes is mentioned twice


comment:
Change course name in storyline shell to match as it appears in red text on this screen


comment:
Per the DP review call - space between Cummins logo and red/white text in black top bar should be equal to the size of the Cummins logo - so need to move it to the right more


comment:
Per DP edit sheet, they requested Define a generator... be changed to Describe a generator..


comment:
sometimes g in genset is capitalized, sometimes lowercase. Needs to be consistent (and of course is fine to have George Genset a capital G even if the rest is decided as lowercase)


comment:
LTP bullet 1 - add a period at the end to be consistent with the others


comment:
Email sentence 3 - add a comma after chemical energy


comment:
1st box say "Need to share confidential info PRIOR to executing consulting agreement?"


comment:
Wording of pop-up under the pre-work tab seems off. Should this say:
During this activity, the requestor evaluates the need to share confidential information with the consultant.  A consultant may request such information to decide if whether or not they would provide their services.


comment:
2nd step in Pe-work. the pop-up
the last part of the sentence, say:
the Requestor verifies if a confidentiality agreement is already in place with the consultant, if not the requestor collects a signed confidentiality agreement.


comment:
We may be late in the game, but I feel we have already covered this sufficiently in the process review. Remove this screen?


comment:
1st sentence orange box, change "acceptable" to "adequate"?
to avoid saying it's accpetable to accept :-)


comment:
Pop-up box, 1st sentence
there seems to be a "the" too many.
Once the requested changes...


comment:
the link to the CDOS UI didn't work for me. Can you check if you have the correct url? http://lillynetcollaboration.global.lilly.com/sites/CDCI/os/SitePages/Home.aspx


comment:
Remove the words "landing page" after 1st bullet


comment:
the course didn't close when I clicked "next"


comment:
There are little green lines at each corner of the image


comment:
First paragraph above bullets - 2nd sentence is not a complete sentence


comment:
Suggest changing this screen title to just "Where is it?" - the word at is not grammatically correct


comment:
Confirm this is a different image. DP edit to change the image, but not sure what it was before?


comment:
George speech bubble, 2nd paragraph - should be co-workers (plural)


comment:
first bullet reads odd.. suggest changing "for example" to to "such as"


comment:
should o in overload (4th bullet) be capitalized? I wouldn't think so, but don't know if this is some sort of proper noun term?


comment:
Blue directions should change to click next after all 4 have been visited


comment:
email text - missing first t in alternator


comment:
For all other spots, I'm able to click another without closing out the popup but on this one I can't


comment:
Other options seems weird. Maybe put a yellow note instead asking Cummins if there are any other options they'd like to include?


comment:
Same thing on this alternator layer as base frame layer. Not able to keep clicking the circles without closing out the popup


comment:
1940s (remove apostrophe) in both the timeline and the 1940s popup


comment:
Use of kW is not consistent - in 1940s, it has a space between number and kW, here no space. Use consistently throughout


comment:
What does "Controls were relay-based" mean? Is this common knowledge to the learner or do we need to explain?


comment:
Match timeline label to popup - "1960s to 1970s"


comment:
Match timeline label to popup title - "Mid-1980s to mid-1990s"


comment:
Match timeline label to popup title text - "Late 1990s"


comment:
First dragger - extra space between operational and control


comment:
Correct feedback is still placeholder text


comment:
Correct feedback - per DP edit, should be green outline like it is here on all other screens, too. (So this edit applies to other feedback screens, but not this one)


comment:
Email text, 2nd sentence - "I know that genset systems are..." (genset should be singular)


comment:
Email text, 3rd sentence - "...with modular designs" - make design plural


comment:
R-ball on PowerCommand should be superscripted


comment:
5th bullet - Remove the word "the" before PowerCommand


comment:
5th bullet - add a comma - "...PowerCommand electronic control, which provides.."


comment:
Bullet 3 - extra space between the and flexible


comment:
Use standard SF checkmark - it is light blue - will send in my basecamp reply


comment:
Remove the word "Provides" at the end of 1st bullet


comment:
5th bullet - add 2 commas - "...electronic control, which provides total system integration, including..."


comment:
Second sentence should be "met" not "meet"


comment:
Add a yellow note to Cummins to see if we can get some higher resolution images of these gensets. These 3 are quite blurry


comment:
5th bullet - same fixes as when this text appeared on prior screen


comment:
Really the whole intro sentence seems kind of pointless... Suggest just removing it and only having the directional text


comment:
Once you click the boss, her speech bubble is still placeholder text


comment:
On the last click, the "you can learn more" and the controller info box come up at the same time. I read those top to bottom and that's out of order. Suggest the fourth genset box comes up first, then the learn more box slides in a few seconds later.


comment:
"That is not correct" popup on Q3 - Continue button doesn't work


comment:
In the prototype, the idea was to click on specific parts of the genset for things to pop up. Why the change here? Because I'm just clicking the main picture, I'm looking at the text boxes, but not really attending to where the little red line points on the genset itself...


comment:
George speech bubble - remove apostrophe on Cummins


comment:
directions tell you to click next to continue, but then you wouldn't see the boss's speech bubble


comment:
Boss speech bubble - change semi colon to a colon, make each site bulleted, remove comma at the end


comment:
If a person is just now learning what a genset is, will they know what "no utility parallel" means? Need to make this more descriptive.


comment:
Correct feedback - extra space after first sentence


comment:
Why are some bullets full sentences and others not? Will the target audience know what consistent vs. variable load is?


comment:
Correct feedback - suggest making "You will also find.." its own sentence


comment:
"Cummins developed a new ratings classification for data center power generation systems." Why is this important?


comment:
Directional text tells me to click exit but there is no exit button


comment:
Module title in black bar should match menu


comment:
Menu dropdown - add a ? to the module title


comment:
Remove the word intro from the screen title


comment:
Change screen title in menu to match what is on screen


comment:
Having all the options be correct doesn't give the learner an opportunity to discern right from wrong answers. There should be some distractors so the learner can truly test his/her knowledge.

Also, the design says you're suppose to see the boss' reaction - what happened to that?


comment:
Revising my previous edit - change course shell title to be "Know the Basics: Gensets" (just lowercasing the t) and text in red - remove the word Diesel


comment:
Nevermind about the boss reaction comment - I see now that went to the "how a genset works" activity rather than who the customers are.


comment:
I get what you mean, but "Where is it at?" is horrible English...


comment:
Oops - my comment went to the previous screen :-)


comment:
Why is it important for a salesperson to know the evolution of gensets? Suggest including that in boss' text.


comment:
There was a DP edit to change the alternator outline and decision of "will work with SME to correct alternator outline." but Sharon R put that John said to ignore? Why aren't we doing this after we said we would do it? If we don't have the information, let's at least include a yellow note asking them so they don't think we are blatantly ignoring it


comment:
Again, there should be distractors. If learners figured out in the first activity it's just a "check all the boxes" activity, they definitely won't read this one closely...


comment:
On this screen and the next, the bullet lists aren't parallel (some are sentences, some not). Since the type of information included for each genset looks to be the same, you could do tables instead (that would also give learners a break from looking at bulleted lists).


comment:
Again, all answer options should be about the same length. Also suggest moving the right answer to where it's not first (it was also first in the last activity).


comment:
2nd bullet. Revise to: "They are designed to operate with a consistent load."


comment:
the 3rd bullet needs "planning" after element.


comment:
Recommend changing the second sentence to: "They would question if the work is truly medical research if there is not a clinical trial (protocol trial alias) associated with this work.


comment:
What happened to the product spec screen? did they say to get rid of it?


comment:
George second speech bubble, second paragraph: change "...more familiar with our products and the industry" to "more familiar with the genset industry" or something like that to make it less repetitive


comment:
Check triggers on this screen. After all of the locations are visited - instructional text state should change to say "Click Next to continue."


comment:
make comma after fuel a period; change second sentence to "Gensets offer a logical choice for industries that rely on uninterrupted electrical power in many different situations."


comment:
change last bullet: "Typical applications include: base loading, paralleling with utility to provide additional power, and combining heat and power (CHP)."


comment:
first bullet: change "where there is" to "with"


comment:
Email text: remove "that" in "...and that a genset is an engine..." and remove comma after electricity


comment:
Only 2 of the 4 listed roles are called out in the introduction. Recommend all or none be called out.


comment:
1960s to 1970s: change sentence to read "Throughout the 1960s and 1970s,..."


comment:
mid 1980s to mid 1990s: remove comma after 1500kW


comment:
remove comma after 2000kW, add period after 20MW, remove comma after large in last bullet


comment:
change "again increased" to "continued to increase", change comma after improvements to a period, remove comma after design in last bullet


comment:
Recommend changing the second paragraph to "A contract must be fully executed before any work with an external party can begin, which is per the ..."


comment:
in the "Provides operational control..." text, remove extra space between operational and control


comment:
Can the pop-up process box be somewhere in the gold box with the text?  It might be difficult to locate on the man since they will be focused on the words to the right of him.


comment:
change third answer to: "Gensets are built with modular design and interchangeable subassemblies."


comment:
email text, third line: "are bigger than they were, and..." - remove comma after were


comment:
In the first sentence after clicking the icon click, please add "the" in front of protocol.


comment:
intro text: remove comma after warehouse


comment:
C2000 D5, bullet 3: remove "It has a" and add period at the end; bullet 5: start bullet with Equipped


comment:
C1400 D5, bullet 2: remove "Can be"; add period at end of bullet 3; start bullet 5 with Equipped


comment:
C3750 and C250 and C500: remove "Can be" in bullet 2


comment:
change Q2 to read: "Which of these options best explains how a genset works?"


comment:
add commas after "continuous power" in first and third options


comment:
incorrect fdbk: add comma after continuous power


comment:
after receiving incorrect fdbk, the continue button will not work


comment:
In the first scenario like this one, IMPACT was the consequence if the work wasn't done correctly.  In this module, it seems more like the benefit of the review. Should we use consequence or benefit as appropriate instead of impact?


comment:
bullet 3: change "where there is" to "with"


comment:
Please replace 'studies' with 'trials' when describing trial types.


comment:
Course gets stuck after Invoice - instructions say to click another milestone but there isn't another milestone to click?


comment:
The first paragraph is duplicated from the Intro screen. Should we remove it?


comment:
Let's add a Note to Cummins about getting us a more hi-res image of the 90's genset, if possible


comment:
In this slide under Strategic Fit description it will be good if we replace word Supplier with Cummins or Our firm's ability to capitalize on an opportunity....


comment:
I need to write the Correct feedback for this screen.


comment:
Per DP feedback, since the learner clicks Continue to progress, remove/disable the Next button.


comment:
This slide seems incomplete or waiting for information on Strategic Alignment contents.


comment:
After Barb (boss) talks, change directional text to Click Next to continue.


comment:
I recommend that the first bullet be to determine if there is a litigation associated with the trial and, if so, request a Litigation Hold banner and follow the instructions on how to maintain the site.

The current order could lead a user to believe records can be deleted before determining if a litigation hold banner is required.


comment:
Per Alicia's comment on repetitive bullets (#2 and #5 for most screens) we can add these to preface the warehouse tour and remove them from each genset


comment:
I need to write Barb's text for this screen


comment:
Consider renaming this page.  Following procedures is a requirement, not a best practice.


comment:
Consider making the first paragraph into 2 sentences. "...trial running smoothly. These process activities are initiated once resources..."


comment:
Recommend the following change in paragraph 2: "The Study Manager oversees and/or executes these activities and..."


comment:
Update first paragraph with earlier comment.


comment:
It seems to be locked in a loop.  I click on Simon and read his story then press the back button.  It takes me back to the screen with "Click Professor Simon..." screen but there is no next button appearing.


comment:
I'm not aware of any levels of bias.  I recommend deleting the first sentence.


comment:
In addition to Janel's comment on the second paragraph, I recommend the following change: "...process is use to collect and report..."


comment:
Change opening statement to "If potential for bias due to financial interests is unavoidable"


comment:
Please make the following change to paragraph 2: "...approving, and implementing changes when there is a request to amend a protocol/protocol addendum or to add new addenda..."


comment:
FD is not contingent on whether Investigators have financial ties so the first sentence needs to be revised...Financial Disclosure is the regulatory requirement for Investigators to provide information regarding their financial interests or arrangements with the sponsor(s) of studies covered under 21 CFR § 54.4.  Studies are categorized as covered by the medical director if the study is designed to establish that the product is effective (including studies that show equivalence to an effective product) or any study in which a single investigator makes a significant contribution to the demonstration of safety.


comment:
Since the Medical Director determines what studies are covered under 21 CFR 54 and documents the decision on the Covered Study Determination required tool, can we confirm that the required tool will remain and simply explain who is decides when FD is needed and where it's documented?


comment:
Last sentence of first paragrapgh - expanded access trials.


comment:
First pop up should be bioequivalence clinical pharmacology trial or any trial in which a single investigator makes a significant contribution to the demonstration of safety


comment:
For the 3rd bullet, can we say "Communicate with study team members and functions? I also don't think it's necessary to call out site communications for the study manager role since it is very rare site communications come directly from this role.


comment:
I think this example needs to be the opposite timeframe.  If the real FPV is Apr 1 and gets set to Aug 1.  The supplies would not be ready.


comment:
Since Medical Director should determine whether FD should be collected for a study, I suggest changing the question to "What is the purpose of Financial Disclosure?" check all that apply:  
1) Identify potential for bias early in the study so take action to minimize potential
2)  Meet regulatory requirement
3)  Ensure Investigators understand all sponsors involved in the study


comment:
Change Key Point 1 to "All Sponsors of the clinical trial need to be identified on the form so that each sponsor is conidered individually when responding to the questions."

Change Key Point 3 to "Emphasis should be on obtaining financial disclosure to identify individuals would could financially benefit and take action to minimize potential for bias due to their financial interests."


comment:
·  #1-should also be included in the Medical Director row; change text box to "Financial Disclosure will be collect for all trials that the medical director has deemed covered under the regulation."  
·  #3- change text to "Notify the Study Manager if site personnel report financial information that meets thresholds on the form."
·  #4-Consult with Regulatory and Medical Director
·  #5-Clarify that when compiling the summary the site manager should confirm that FD is being provided for all individuals whose role and participation require disclosure.  If the Site Delegation Log indicates an individual was in a roles and participated in the study but didn't provide FD then follow up must be performed to obtain FD from the individual and documentation of follow up must be retained to meet FD requirements at the time of NDA/BLA submission.  
·  Shouldn't #5 and #6 be under the heading "Financial Disclosure collected"?    
·  #8-instead of resolve discrepancies with payments of other sorts report should the advice be to take the greater amount?


comment:
·  #10-reword "steps are determined to evaluate trial results for potential bias"  since at end is too late to take steps to minimize 
·  #11-reword "Obtain information...(Lilly and any additional companies)".   "Summarize and document actions taken during the trial to minimize bias and results of bias review by stats."   
·  #13-reword "Complete the FDA Form 3454 (Certification of Financial Interests) to list those site personnel in the defined roles who either did not have financial interests above the thresholds or, in the rare event, that financial disclosure was not obtained despite attempts to contact the individual including brief description of due diligence efforts."  
·  #14-Either include all documents or revise to "Completed FDA Forms and required supporting documents are given to appropriate individual for inclusion in the submission."  
·  #15-A 3455 isn't always completed per individual so it would probably be best to reference the letter that can be sent making them aware that they will be reported on the 3455.


comment:
If this scenario stays, it needs to be revised.  A team will need to complete an impact assessment in order to develop an implementation plan, the decision should have been documented earlier and all functions should already know (and were a part of the impact assessment and implementation plan development).


comment:
On the previous screen, I provided an incorrect answer and there is not a back arrow button here.


comment:
For medical director role, I recommend replacing the first 2 sentences with "I determine if the trial is covered or not covered under the regulation.  If I've signed the Covered Study Determination letter indicating the trial is covered then I'm verifying that Financial Disclosure is needed."

For stats rep role, I recommend striking "or mitigate bias on enrollment" from the second sentence.


comment:
Clicked on an incorrect response on the previous screen and now there is no back arrow.


comment:
Recommend different content unless I misunderstand the intent
·  Whether to collect Financial Disclosure->Medical Director->If Financial Disclosure isn't reported but the FDA considers it applicable this would impact the NDA/BLA submission.
·  Compiled Financial Disclosure information includes an individual but not their responses.->Site Manager-> Steps should be taken to ensure individuals who participated in the study in a role designated by medical and regulatory have provided financial disclosure.  Steps should be taken to only include individuals who participation in the designated roles and not just those listed on the initial 1572 otherwise it appears as incomplete reporting and due diligence to contact the individual would be needed to prevent impact to NDA/BLA submission.
·  After starting the study the Investigator reports a change and now meets the financial threshold but the site wants to revise their contract to increase enrollment.->Statistics Representative and Medical ->With the financial disclosure update, actions to minimize bias are essential to maintaining FDA confidence in results and their expectation that sponsors take action to minimize potential bias due to financial interests.


comment:
·  There could be other companies involved in development of the compound.->Medical Director and Regulatory ->Not obtaining financial disclosure for all parties considered as a sponsor would have impact on the NDA/BLA submission.   

·  Consider for the downstream impact for the last example:  Site personnel delegated responsibility for assessments related to or part of the primary endpoint would meet the definition of evaluating study participants and financial disclosure should be obtained.


comment:
In general for this module, I recommend changing the 'manage trial' scenarios and examples with when to use the decision log.  This is a critical document used to tell a trial's story during an inspection.


comment:
The study manager has specific required tasks to complete (not just be available to study team members).  Was there a reason these weren't included?


comment:
Suggest re-wording the second sentence as follows:  "If the changes are not accepted, the request could be terminated if all parties cannot agree to the terms."


comment:
The process states that the CPM confirms 'trial design element planning' is complete.  Should we use this throughout for consistency?


comment:
Could we change this sentence to read:  "US Consultant.  The system used to submit consulting agreement requests is based on the country of residence of the consultant."


comment:
First sentence for Regulatory "Manager" right before the comma


comment:
Can the first sentence be re-worded as follows:  "An Italian consultant has been asked to participate in a medical research advisory board to be held in the US."  Second sentence is fine as is.


comment:
Bullet number 4 is also correct, just not the best choice.


comment:
Modify the first sentence to read:  "If not truly medical research, the request should be processed via a different contracting path (i.e., non-medical research via IMA or procurement)."


comment:
This course is about Fin disc not consulting agreements


comment:
Recommend modifying the last sentence as follows:  A medical research consultant does not provide tangible services such as reading and interpreting patient mammogram results.


comment:
Modify the first sentence as follows:  Lilly utilizes the services of medical research consultants when Lilly does not have the expertise internally or desires to collaborate with the external environment.


comment:
I'm working on a global phase 3 study.  Even though some investigators are not located in the U.S., I will still request Financial Disclosure information because the study is pivotal to the NDA submission.


comment:
What about the TCED?  Should we really include Risk Profile in this list since it is technically a part of the TCED?  Reminder: the Risk Profile document itself is not distributed to sites/reg authorities/ERBs.


comment:
The end of the "**" statement needs to read "...Records tool for trials with 2 or more countries."


comment:
"Sorry, she's not scheduled today, but I can take care of you. Next time you can visit smartstyle.com to see if Jenny is working that day and can check in online."


comment:
Update second response to:
"You're very welcome! I recommend downloading our new app for your next visit. It lets you check wait times and check in from your phone."


comment:
For study manager role in regards to manage trial change, can this be updated to state something like: ...documenting the decision for the change and facilitating and communicating the  associated tasks and impacts.


comment:
The CRP does not have much of a role in the activities listed so may want to remove this role or add an activity such as trial meetings, where they do have responsibility.


comment:
The tasks for study manager listed under FD are responsibilities for study manager in managing the trial budget. For FD, the study manager is responsible for determining financial disclosure, documenting the sponsorship and roles that require FD and document decisions for mitigating enrollment bias when disclosable information is identified.


comment:
For study manager responsibilities in "Notify of approvals" this should read "....prepare trial level notification, identify and confirm distribution list and distribute the notification."


comment:
Middle module where CSA and customer interacting, told no techs best be can do is 3 hours - maybe reality but comes across negative with unhappy customer.  Technician in later scene has blue overall (not Cummins colors), plus stands with folded arms, need more positive photo/image.


comment:
For the statistician in the FD section this should read at the end ...bias, when financially disclosable information has been identified.


comment:
For data results meeting can this be changed to trial meetings? These meetings are not only for data results but also can include meetings such as investigator training meetings, etc


comment:
For notify personnel of approved records can we list the first column to state Right to Operate documents such as Investigator's Brochure


comment:
For compound related activities-can this state create compound level notification for the approved and/or updated RTO documents


comment:
For trial- level activities- change the first bullet to: notification of trial level documents, e.g. triggered from compound notification or trial level document approval


comment:
The second bullet is one of the few site-level distribution requirements in this process map and procedure.


comment:
Please add 'representative' after Compound RTO


comment:
The study manager consults with the study team and documents the rationale and patient care decisions.
Agree with Rachel - the medical director documents approval/non-approval of the request.


comment:
Same comments on bullet 2 that I provided a few screens back


comment:
This is a confusing question.  The recommendation (by study team) and approval/non-approval (by medical director) are already documented in the required tool.  Is there an additional step to document the decision to terminate the trial?


comment:
Agree with Janel. here is the definition of business requirement (red activity): a specific, necessary, and non-negotiable (1) activity the business must perform or (2) position to which the business must adhere


comment:
Please remove 'compliance' in front of requirements.  I don't think it is necessary to delineate between compliance and business requirements in this module unless you are quoting a specific regulation.


comment:
There has been a decision to no longer use 'rejuvenation' meeting. Please change the question to one of the following:
"Investigator training meetings
"Affiliate training meetings
"Re-training meetings (e.g., for low enrollment, lessons learned)
"New sites or additional training
Also, please review the map again to identify all of the required activities before one of the above mtg types can occur.


comment:
The last 2 rows are only true for interim/end of trial results mtg that are not a part of the Disclose Plan.
Also, remove 'study' from the last row.


comment:
The map lists the Compound RTO rep as "Study Manager with compound responsibilities" instead of CPM. The Compound RTO rep consults with regulatory and medical director to 1. determine if it is a substantial/non-substantial amendment and 2. identify guidance to include in notification.


comment:
The Significance of Requirement for the second row is after compound-level and trial-level communications. The relevant recipients for each level of communication (compound and trial) are located in the procedure.


comment:
Another required step in this process is obtaining the appropriate signature on the Notification of Approved Records.  For all IB communications, the medical director globally responsible for the drug/device signs the form.


comment:
Can we have two female silhouettes on this screen? If so, please change the Manager/field leader to a female.


comment:
Should "Meeting Owner" be removed from the study manager label for this scenario?


comment:
The study manager should also determine if the study team member changes requires a distribution of medically qualified personnel information to the site manager.


comment:
Are we identifying sponsor trial master file requirements in other training modules? The process and procedure in scope of this module do not include filing steps.  I recommend the focus be on what good looks like when entering a decision in the log and what good study team minutes look like as opposed to when to file in TMF/eTMF.


comment:
The CRP/CRS does not ensure documentation of approval and rationale for terminating a trial early.  The study manager populates the form with the study team and obtains the medical director's decision to terminate/not terminate the trial early.


comment:
The CRP/CRS only signs the notification of approved records for trial-level documents.  The medical director signs for IB communications/decisions.


comment:
The map indicates the study manager with compound RTO responsibilities creates and distributes notifications of compound approved records to study teams.


comment:
CPM: The process map indicates the study manager completes the impact assessment with trial changes in the manage trial change process.  Is this the impact assessment being referenced?


comment:
Ignore my comment about the CPM not doing the impact assessment.  
Can we change this sentence in all of the roles to something like - partner with the study manager to complete the impact assessment...?


comment:
study manager/communications - please add 'and distributing medically qualified contact information to the site manager'


comment:
study manager/IMPACT Data - does this column need to be in this module?  If so, should it be more like "the study manager is the trial-level primary data owner"? the bubble language is not logical.


comment:
Med director/financial disclosure - they also sign the Disclosure of Financial Interests Form


comment:
stat/FD - they conduct (not review) an enrollment bias assessment.


comment:
CRP/CRS - signs notifications for trial-level records.


comment:
CRP/CRS; Close Out Trial - they do not document or approve the early trial termination.  they ARE consulted on the decision rationale and study participant care instructions.


comment:
A couple of the circles changed to gray without me clicking on them.


comment:
I don't think I would include a PDO responsibility under functional contributors.  PDOs are study managers at the trial level and site managers (which includes many job titles) at the country and site levels. I would consider functional contributors as customers of IMPACT.


comment:
Notify Personnel of Approved Records 
INPUTS - there are other inputs that trigger this requirement such as protocol/addendum, protocol/addendum amendments, trial-level consent documents, CSRs.
OUTPUTS - Recommend NOT repeating a requirement from sponsor trial master file process/procedure.  Recommend just stating "Documented notification of approved records" because sometimes an email communication is sufficient.


comment:
Trial Change Overview: please change "and closing changes" with "and confirming implementation complete" to align with the process and procedure.


comment:
Close Out Trial Outputs - can we add "Distributed treatment assignments"?


comment:
This process does not include closing a change.


comment:
Can we say something different than "The templates process ensures..."?  Maybe "The creation and distribution of trial-level templates to the sites ensures..."


comment:
Second fill-in-the-blank paragraph: "The communication and documentation process..."


comment:
Please change "Communications" box to "Communication and Documentation"


comment:
The first and third bullets seem to conflict.  Can we clarify them?


comment:
change 'study' to 'trial' and 'study patient outcomes' to 'study participant outcomes'


comment:
Add a cover slide to this section to preface the scenarios:

How can your salon make the most of mobile app and online check-in? 

YOU play an important role in SmartStyle Mobile App and Online Check-in at your salon. 

Keys to Success:
"	Encourage guests to check in on smartstyle.com and to download the app
"	Enter any pre-scheduled guests into the POS every morning upon salon opening
"	Check all guests into the POS immediately (walk-ins and call-aheads)
"	Move tickets through the correct service stages
"	Manage schedules and breaks
"	Monitor wait times. Regularly review tickets and clear no shows as needed.

Questions? Contact Helpline 855-MYREGIS


comment:
Should we add a box saying 'Study Manager' in the middle of the man? It would be easier to know where to click


comment:
CTPM clinical trial project manager  not CPM


comment:
The title should be Diesel Gensets (not just Gensets) as we have a Gas Gensets course also.


comment:
The last example of "Not a Satellite Location",  remove Trialforce reference here. Nothing to do with Trialforce.


comment:
need to correct the non-bioavailability info.


comment:
need to make the second one of phase 1 trials clearer


comment:
t in not needs to be bolded in first bullet


comment:
ignore two previous edits. This whole screen needs to be updated per the script. There are several text edits on slide 2.


comment:
line 3, the comma after accuracy is underlined and shouldn't be


comment:
animation is off. First click should bring up text that says "With the ASC-US cases, 57% of the time, the pathologists disagreed." along with the 57% in the chart. Direct learners to click chart again. Then animate on text that says "An HSIL cytology result is a strong indication of cervical disease. Pathologists misdiagnosed HSIL disease 53% of the time." and the 53% on the chart. Have them click one last time and bring up "Put simply, Pap cytology lacks accuracy and misses disease." and the popup with the brochure.


comment:
screen popup - line 1 it should be HPV Test (capital T in test)


comment:
Manage line 2 - CINtec(R) PLUS Cytology. Plus needs to be italicized.


comment:
I assume the grayed out boxes are this way b/c they are covered in separate training courses.  Will this be clarified?


comment:
Why are the 3 circles on the right (manage trial change, manage FD and develop and manage consulting agreements) a different color?  Please clarify.


comment:
Not sure we should mentioned that ISEC is required for all satellite location created in Trialforce. Need feedback from CDC as they are the one asking this a lot without the training.


comment:
The first icon is grayed out after completed; the remaining icons do not get "grayed out" after completion.  Can the icon coloring be consistent?


comment:
the snapshot that is shown is not correct and I had sent the revised one with the other information last week.  I will find and resend


comment:
The exported version of the satellite ISEC is not the most up to date version please obtain from Di both the satellite & satellite change forms


comment:
Under Section 1, Learn and Recognize are not lined up


comment:
1St bullet point needs to be rewritten. Middle to high end


comment:
Is last bullet point true? or just common? Please rewrite


comment:
I don't understand the "Uncover Customer Needs" at the end of this activity as it's written. Every customer is checked off, but it sounds like I still need to complete an activity?


comment:
Is it true that it can be located 'Anywhere' on the property?  How far is the limit?


comment:
Title of course should be Diesel Gensets, not just Gensets as we also have a Gas Gensets course.


comment:
Agree with IK, make printing cert. optional


comment:
In the text on the second click of George, 1st paragraph, last sentence, "its" should be "it's"


comment:
Also, we could add the Control Panel Basics course in the upper right hand text box - but this is now a lot of text.


comment:
In the popups, don't have the image of the genset clickable/moveable.


comment:
I don't like how the oil filters and turbo are called out, but you can't see them.  I don't have an immediate solution, but would like to address it.


comment:
In the bosses 1st paragraph, I would use "advanced" vs "updated"


comment:
Ian - do you have access to any better images? These were best I could do through Dave.


comment:
I will upload higher res images to basecamp.


comment:
The second answer looks like there is an extra space in between "a" and "piece"


comment:
Ratings for data center applications are unique to Cummins. They are actually standby.


comment:
The answers need to be worded differently as data center applications are actually standby.


comment:
I would change the heading from "Cummins Genset Tools" to "Sales Tools"


comment:
I would add East Coast for Hurricanes as well


comment:
3rd bullet point needs to be rewritten. Of instead of and?


comment:
I don't know if it's accurate to say that Senior Living Facilities "Are often in disaster prone areas" - they are all over


comment:
the snap shot for this one isn't reflecting the current form I will send again


comment:
Once someone completes a module, when you roll over a completed module, the checkmark gets covered up. Is this fixable?


comment:
Okay, now I remember why we did this. We were trying to show that users have to scroll up to get to the screen where you see the services. So rather than having it look like the finger is tapping something, the screen should basically be rolling up about the same time the finger is going up (as if it's swiping up).


comment:
Okay - on the previous version, we made sure the checkmarks were entirely inside the circle, so when you rolled over you didn't see part of the check hanging out. That's what we need to do here.


comment:
When the finger appears here, the screen shot from the next screen (with the pic of the customer) should fly on. Check previous version to see how it works...


comment:
I think we need to reduce the font size here. You need a return between the first bold sentence and the second sentence.


comment:
The "Tap CHECK ME IN and you'll be added to the list" is still running off the bottom of the phone. Adjust so it's within phone window screen.


comment:
No longer want to use pictures of secondary containment damage. I'm not sure what we are going to use at this point. We can put a generic picture here though to begin. Will discuss tomorrow.


comment:
We will either keep this and delete the prior slide, or delete this one as this is how we've introduced the learning points before. I don't think we would have both unless there is more content than expected.


comment:
So this was a miss by me & Rich. They don't want the sites to see both forms since they don't use them. I wonder if we could use the same idea with the sites names listed where they have to click on them, then see a specific example of their form. Let me know your thoughts. One possible issue with this is that each site has several different forms, with each of their battery limit maps on them. Let's talk about it tomorrow.


comment:
Ok, so this is what I was talking about on the previous page. We may not need the previous page. I'll need to talk with you to see what we can do about the multiple forms. They don't want it to directly link to the forms to have to leave the course and go to Livelink. I'm really not sure the best way to go about this. Will brainstorm with you tomorrow.


comment:
We need to provide different images. TBD what these are.


comment:
2) Perform the Visual Inspection - will need to say Florida......or Louisiana........there are 2 different ones for each state due to each state's reporting requirements.


comment:
Step 3: Submit completed inspection to your supervisor. 
Step 4: The appropriate person will review the form for completion and accuracy. 
Let's review this document again - for all sites - because it states step 1, 2, 4...where is 3? They told me what I typed above but that's not in the document. I have a note about asking if we can again have one branch for FL, one for LA...I'm not sure how that will work.


comment:
We may have to add a disclaimer that this is an example of the phos acid/evap area at Riverview for the picture of the battery limit maps.


comment:
We don't like this splash image - will need to change. More discussion on this tomorrow.


comment:
need to change this image. For the images that are of secondary containment issues, we may have something after the scenarios that says if you see something like this, notify your supervisor. But the forms are only for reporting leaks/spills/releases. So they would not document secondary containment issues.


comment:
Detailed comment :-)
Can we captalize Representative to say SAM Representative? (as it is a role)


comment:
Is the screenshot here for question 2 correct? Just double-checking as it mentions "Is there a change" and we didn't have a change in the scenario...


comment:
trial level activities - remove period after first bullet


comment:
Change "Update the decision log to keep it inspection-ready" to "Determine if there are key decisions made during the meeting that should be entered into the decision log.


comment:
1st signif of req box: remove "and filed appropriately in the TMF". I think that's one thing they want removed based on the "remove references to filing" comments.


comment:
Per alpha edit, row 20: Decision Log is a formal title and should be capitalized throughout.


comment:
are some of the sections supposed to be deactivated...?


comment:
to clarify, by disabled I mean grayed out


comment:
"resources have been assigned and funding has been allocated." - change to "resources are assigned and funding is allocated."


comment:
I don't understand the last bullet: Is it "Distribute change of medically qualified personnel, as required."?


comment:
DISREGARD previous comments - question answered :)


comment:
"resources have been assigned and funding has been allocated" - change to are and is


comment:
gg's comment: it's an extra space after "forms", not an extra comma


comment:
"...I need your advice so I make..." change to - "...I need your advice in order to make..."


comment:
study manager/meetings: set-up -> "set up"


comment:
functional contributors/meetings: Letters of Intent (drop the s after Intent)


comment:
correct fdbk - "A new country being added to the trial..." change to - "Addition of a new country to the trial..." or "A new country added to the trial..."


comment:
incorrect fdbk - "...agreements need to be done." change to "need to be completed"


comment:
alpha edit, row 39: the stat role comment has not been addressed


comment:
Investigators Brochure should be "Investigator's Brochure" for consistency


comment:
Trial-level activities: 1st bullet, missing "e.g." between "documents, triggered"


comment:
"trial level" should be "trial-level" and "compound level" should be "compound-level"


comment:
Edits: 

"I conducted a Job Safety Assessment (JSA) to make sure the equipment and surroundings were safe to proceed with the repair." 

"Using COS practice #10...to understand our customer locations and improve our responsiveness.


comment:
Intro text: refresh my memory: we decided to keep the first sentence about "processes that keep the trial running smoothly"?


comment:
"The Service function is always striving to improve service to our customers"; take out the rest.


comment:
Per RT's email "Financial Disclosure requirements." should be "Financial Disclosure collection requirements."


comment:
Take out the first sentence;
Discard JH comment.


comment:
Take out "plus any additional resources". 

Change to world map with only the data "190 countries, 600 distributor locations, 7200 dealer locations" - take out the people data from the picture.


comment:
Change "Support Network" to "Service Channel" in the course.


comment:
First bullet - "providing..."; take out "consistent".
Switch the order of the last two bullets.


comment:
1.take out the dashes; 
2. "In North America, some examples of customers for..."
3. "Internationally, some examples of our customers..."
4. Some examples of our Power Gen.."


comment:
It should be 7200+ dealer locations; 
Spell out Parts Distribution Centers;
Remove Oil and Gas and Marine Center of Excellence.


comment:
There needs to be a transition between the supervisor role and level 3 role. The role description doesn't match in the video.


comment:
1. Agree with "blue overall" and "folded arms" comments.


comment:
Will send you a separate slide capturing changes in the video.


comment:
3rd paragraph, 1st sentence: "an investigators" should either be "an investigator's" or "Site Personnel's"


comment:
There's some additional text over the back and next buttons once all 3 buttons have been clicked


comment:
Intro text, add a sentence at the beginning: "Let's take a look at the Manage Financial Disclosure process."


comment:
step 11: make co-sponsors singular in parentheses.


comment:
step 12: replace the 2nd 3455 with the short-hand requested "Form FDA 3455"


comment:
step 13: since you already defined it, you can use the short-hand version in this text box "Form FDA 3454"


comment:
step 2: doesn't financial disclosure need to be capitalized since we're talking about the official regulatory process? I think it does. Applies to 2nd and 3rd sentences.


comment:
in general, is there a way to make the screen size to prevent scrolling? this is very difficult on a few screens?


comment:
the overall process has changed (e.g., "store" steps have been removed, so the screen shot will need to be replaced


comment:
step 8: is the text in parentheses aimed at us? e.g. did we say financial disclosure forms before and now they want to say summary of financial disclosure instead? Also capitalize Financial Disclosure. Do a double-check throughout the course, but particularly this process map is where I'm seeing it the most.


comment:
process has changed (Store content step has been removed).  however, the information in the pop up for that step is still general enough that it still works.


comment:
I think the boxes should be removed since they are not highlighted.


comment:
Store Translated R&R content step has also been removed.  the text in the box is still relevant, if it's needed.


comment:
See the Whole Process button link will need to be updated.


comment:
Site Manager popup" Remove "also" at the beginning since it isn't a 2nd responsibility being listed.


comment:
capitalize Financial Disclosure on this screen as well when it relates to the regulatory process (e.g. process, forms, maps, etc)


comment:
screen shots, Trial-Specific should be added in front of "Site-Generated"


comment:
Pop up of sub process - screen shot has changed, removed Store R&R content step


comment:
#8 - capitalize Site Personnel for consistency


comment:
Obtain approvals and acknowledgments - this process step/name has changed to "Obtain Regulatory/Ethics Approvals".  This impacts the screen shot and the pop up box.


comment:
Back button doesn't work on this screen or the one previous


comment:
Popup should read, "Regulatory/Ethics Approvals for R&R content must be obtained through the Obtain Regulatory/Ethics Approvals process.


comment:
Site Manager, last bullet should read:
Ensures the Regulatory/Ethics approval process is performed.


comment:
checked links - they are all still valid


comment:
Change directional text to "Select the best answer." This is no longer a T/F question.


comment:
Change resource Trial Branding Request Form to Study Branding Request Form
This only shows when clicking review the resources button  it doesnt show on any of the other resource screens.


comment:
"last patient visit" be "Last Patient Visit (LPV) per Lesli's spreadsheet.


comment:
disregard previous comment to change the name of the form.


comment:
It looks like from Lesli's spreadsheet, cell 119F that the text should be "There are some key points you should keep in mind throughout the Manage Financial Disclosure process." Correct me if I'm reading this wrong!


comment:
Let's put a big yellow note on this screen that says "Only judge 2 has been updated with new content. Please confirm the correct customer profiles for all 3 judges."


comment:
disregard, I forgot you need to click all the answers


comment:
For this Alpha, let's let them continue without click all 3 judges.


comment:
I could be wrong, but didn't we used to have green checkmarks appear on the correct ones? I think we need something to show the right/wrong answers.


comment:
Let's script this. This isn't really that dependent on them to provide content.


comment:
Let's update him to the blue sweater graphic


comment:
Let's be clear here as we switch between judges and customers.


comment:
check verbiage per spreadsheet:  "The photometer check will not be available until the Daily Pipe is performed."


comment:
The TV/MG question doesn't have the right response, which might be confusing. I'd delete the text if we keep the question about TV/MG


comment:
Agreed, let's have a note on the first judges screen that lets them know which profiles we feel good about and which need to be changed. I would remove Abbot entirely from the first screen--this used to be Abbott--we need a new profile.


comment:
Let's take this animation out and make it a placeholder


comment:
Will this blue change to teal with the new UI? If so, call that out here.


comment:
Can you make these smaller so they match the format of the previous screen?


comment:
Since 2.3 and 2.4 were merged, Add green popup message from 2.4: 
"Check the status of all modules to ensure they have sufficient reagent volumes for your workday.  Do this after all materials on the Reagent Load List have been registered and updated.  Any associated alarms must also be cleared once the reagent shortage is resolved."


comment:
change message per spreadsheet to:  "Reconstitute calibrators and controls to allow sufficient time for preparation."


comment:
Since 2.3 and 2.4 were merged, Add verbiage per spreadsheet:
"The inventory status will be more accurate if all materials on the Reagent Load list have been registered and updated and any associated alarms are cleared."


comment:
change wording per spreadsheet:
"It is more efficient to prepare the Calibrators and QC materials prior to or during the pipe.


comment:
Titles in the menu for Stop 4 and Stop 5 aren't in order.


comment:
add to end of last sentence:  "...prior to loading any patient samples with ISE tests."


comment:
remove the words "should be" before "selected"


comment:
Please disregard first comment - after talking to Laura, that first sentence should be replaced with:

When trial changes occur, e.g. protocol amendments, the Trial planner is responsible for determining the actions that need to be taken.


comment:
audio has changed (see word transcript), need to assess animation to make sure that it still matches the audio.


comment:
Maybe keep the ingredients out each time one is added instead of them disappearing between slides. This way they get the feel of the "addition".


comment:
Extend the text box to give some breathing room to  the text.


comment:
Dialogue arrow is pointing the wrong way.


comment:
Is Sue talking here or are they instructions? If she is talking maybe she should have a green dialogue box instead?


comment:
change wording:  "Sample Data Clear must be done when the system is in Stand By.  Maximize efficiency by doing this prior to other tasks that do not require software."


comment:
change workding:  "Backup and Delete data according to your laboratory protocol. Sample Data Clear can only be done when the system is in Stand By. While data is being backed up/deleted, maximize efficiency by performing other tasks that do not require software."


comment:
Same comment from Alpha: the first paragraph is the same than in the Introduction (Why activities matter). Shoud we remove it?


comment:
The 'Next' at the bottom left of the page should be the same hyperlink as the 'Next' in top right of the pagr.


comment:
1)Resi: Single family, we should add why they buy - convenience during outages, medical equipment
2) LC/Ag: why have we picked restaurants, doctors and poultry specifically. The applications go way beyond these 3. Can we look at broader descriptions and provide these specific applications as examples?


comment:
Change format of IF statements to denote it's a hyperlink.


comment:
Some local code changes are driving need for a back up generator. This should be mentioned in what's driving the need.


comment:
Tenants live in multiple unit facilities ... add 'facilities'. Current verbiage implies one tenant lives in more than one unit.


comment:
This is the best needs description so far. It is direct. The others are too high level - like customer satisfaction - and bury the practical needs - like food spoilage in restaurants - at the bottom.


comment:
The local permitting office is the best place to start learning about codes. Establish a relation with the inspector who is going to sign off on the permit. If dealers are working with an electrical contractor, that is another source.


comment:
Most of these deep dive slides mention that genset may be bought through an electrical contractor. We need slide on how to sell to these EC's.


comment:
Overall, there is too much emphasis on decision drivers and needs by specific customer types. All these are important to all customers, perhaps with varying interactions.

On the other hand, there is a major miss in addressing to the customer why they should buy from an authorized dealer (as against any EC or over the internet)- factory training, able to service and provide warranty, turn key solution, proper sizing and application - are some key reasons.


comment:
in last paragraph need to be a little bit more explicit.  When it says provides and overview of "these activities" I would recommend stating "the activities in darker color"


comment:
The overall tone of this training may come across as condescending to dealers experienced with gensets. Perhaps add a statement to the effect of 'This training will introduce dealers who are new to generators markets to segments/customers ..... and provide a refresher to those who have prior experience.'


comment:
could use a example of a trial level template in the first paragraph.  For some reason as I'm reading this today, I'm spacing what this is referring to.


comment:
Put the air cooled picture on top. Remove one of the two gas models and add an Ag open set.


comment:
The Back button does not work on every page. Either make it work or mention that Menu drop down will get you to a previous section.


comment:
General: Recommend that facilitators have a headset, and confirm all learners have the ability to connect to the screen sharing service.


comment:
I agree that we should have the players read through these scenarios. Good idea!


comment:
Maybe check option A regarding the address so that it is more specific that this is done without confirming they are certified first.


comment:
base engine warranty should be what this discussion is about.


comment:
All tools are available - take out major components - if the customer wants to just find out the warranty information alone, then this should work.


comment:
Let's clean up the menu options so that it makes more sense to a facilitator.


comment:
insite job image correct feedback - insite doesn't confirm that all diagnostic tests have been run. Image tells you what fault codes are active and inactive. Technicans sometimes clear the fault codes and then if the first fault code is not active, then both fault codes will look as inactive but you will still have a light on. In this case, if you have a light on and no fault codes here is what you need ot know. Ask if there were any fault codes when they first come in. Errors are still there, but the fault codes aren't there. Change options to be:A ask for quick recap and get an image. B: Have them go out and roadtest it.


comment:
Level 1 should be solved in 10 minutes, Level 2 - 2 days, and Level 3 7 days.


comment:
Level 1 = minutes, Level 2 = hours, and Level 3 = days.


comment:
I lied - Level 1 = 5 minutes but it depends on the group.


comment:
C: Contact Service event solutions doesn't seem valid to the team. Darren dropped off so that we need more information. He feels there is nothing beyond level 3. We need to confirm with Joe/Melissa.


comment:
So far feedback is good, and they liked this scenario and how the game played. Reminder to Sharon to talk to Joe/Melissa about tracking this game and the players in the LMS.


comment:
Thank you for calling PowerGen Service vs. service provider.


comment:
Make model number: josh will send an example.


comment:
Customer would be calling a Cummins Service center that is local to them. I have 3 guys that are all on jobs and I can get one out tomorrow. I can probably get out a guy tomorrow vs. reach out to a technican in your area.


comment:
Update the name of the service technican.


comment:
Modify the question - leave the answer options, but rewrite the question to include that the agent doesn't know what to do. (Once a level 1 knows it is a technican that needs help, they automatically escalate to level 2)


comment:
Adjust the correct option for escalation to be more like 2 working days.


comment:
All options need to change based on what we heard around timings (5-10 min, 2 days, 7 days)


comment:
This question gave the team pause. This is a different process through power gen. Product engineering consultation requires a form to be filled out.


comment:
Darren to talk to the power gen folks to figure out the best way to word this question.


comment:
update text to say that he exhausted published troubleshooting.


comment:
Team didn't know what PITS was - Should we still use this reference?


comment:
PITS should be okay to use, but need to include documentation to it in the guide/glossary.


comment:
Sounds like A&B was the right answer. Design team should know about it. They need to fix the issue, and let people also know about it in the field so that they know about it and Level 1 can fix it. Provide repair guidance and then contact the design team.


comment:
Level 2 should have access to PITS as an FYI.


comment:
Level 3 gets the solution to the tech, figure out why the project engineer didn't put out field documentation, and get level 2 access to PITS if they don't have it.


comment:
Boats take a long time so 20-30 is reasonable for a boat issue.


comment:
Facilitator should take about the time constraints in the different "fields" boats would take longer FYI


comment:
Erika can you reach out to Josh and walk through this scenario with him to get his feedback? Joshua E Cooper <joshua.cooper@cummins.com>


comment:
Third bullet - "Requirements are compliance and business required activities, while..."


comment:
Should we make reference to CDOS where these blue and red tasks are found?


comment:
for the second row, the significance of the requirement, is this generally the study manager or the CPM?


comment:
compound project manager?  is that CPM? if so isn't that the clinical project manager?


comment:
is it truly a "must" for the notifying study team members


comment:
For the CPM should we state something about the responsibility of creating and distributing the compound level notifications?


comment:
I'm not sure that we can say The goal of the processes to improve patient outcomes


comment:
There is not a next button to move forward


comment:
For consulting agreements, under the study manager this needs changed to "of ensuring" instead of obtaining.


comment:
Second bullet point we may need to consider changing the words around funding. Suggested wording the process begins when both resources have been assigned and funding for a portion or the entire trial has been committed by the business units.


comment:
I'm not sure that we need this slide since there is Artie training available for what the red and blue means in a process map


comment:
the study manager would not develop the CRO costs.  I think obtain would be better word choice


comment:
Under the bullet points for statistician and CRP I believe we need to add the words around what they're reviewing. For example interim data results their approval has to do with data results and not about presentations in general


comment:
The CRP must approve presentations that contain  interim and end the study results.


comment:
Let's discuss how detailed we need to get into competitors...


comment:
First significance of requirement  add EU in front of regulatory at scientist after regulatory


comment:
Remote Display point needs to be reworded. It is currently not highlighting the right benefit of Remote Monitoring.


comment:
Use the same icons that we have on our brochures (marcom team can provide this)


comment:
Validate the key selling features from Product Manager.


comment:
Change the product image to TRIO or air cooled image


comment:
Around set up trial meetings please carry them over to the side as well.


comment:
For distribute traumatically qualified personal contact information please add to site personnel for distribution to sites.


comment:
do we want to change "dollars" to money ... not every country uses dollars?


comment:
Please carry forward previous comments for CRP meeting presentations that contain interim or end of study results


comment:
You should consider rewording the order of the trial change content and so starting with decision log start with the impact assessments and go from there


comment:
suggest changing the Clinical Trial Manager to a different role ... Isn't the CTM the old role name for the late phase study manager?


comment:
Brown boxes at the top last one meetings you may want to add in a better description about the type of meeting you're talking about.


comment:
can we reword last little bit ... "between investigators, study team contacts..."
the way it is written implies that conversations between 2 investigators in a trial would be documented by lilly and we may not even know that those 2 investigators are talking.


comment:
what is meant by "is in the required tool"


comment:
Financial disclosure study manager the study manager does not determine who needs financial disclosure in a silo so it may be better to say something along the lines of collaborates with medical director and regulatory scientist to determine sponsorship and site personnel that require collection of financial disclosure information


comment:
how do you determine the meetings need to be registered?  I cannot find this information anywhere currently ...


comment:
Check all spelling of managers within this training.


comment:
agree with LLS here... we cannot affect the patient outcomes. the execution of a trial perhaps.


comment:
Should the CRP/CRS Close out trial be around in early trial termination?


comment:
not sure that the significance of meeting owner finalizing the meeting agenda is to ensure marketing doesn't help.  I think this needs to be rephrased.  is the actual required step that only medical personnel can contribute to the agenda?


comment:
is substantial or non-substantial a determination that is regulatory driven for IBs as it is in the EU for protocols?  If so, leave text as is.  If not, please choose word other than substantial.  

In either case why is it important if the amendment is substantial?


comment:
can we just specify TMF since the eTMF is a portion of the TMF?


comment:
can we just say "financial disclosure forms" instead of financially disclosable information forms?


comment:
all of the players in the study team do much more than is listed in their bubbles.  Can we put in the opening information on the slide something like:  in addition to other responsibilities of these roles, some activities related to managing the clinical trials and collaborating with the study team are shown for the roles below.


comment:
I'd like to include more examples in the functional contributors -- specifically CLO rep and PRD rep.  Also, I would like to say something about the responsibilities they have related to documentation of Trial activities and contribution to the TMF


comment:
I would recommend removing the medical director from this table since there is not specific action.  the medical director as overall accountability for the trial and as it is currently represented it looks like they do not do anything...


comment:
for collaboration sites ... could we not say trial systems such as collaboration sites, TMF, Impact?


comment:
the meetings on this slide ... are these the study team meetings or the investigator (external) meetings?


comment:
doesn't every role have a responsibility related to trial changes?


comment:
are functional contributors not part of the study team?  on this slide it seems like they are not, but on the previous slide it seemed like they were...


comment:
rather than Notify of approvals could it state "notification of approved documents".  Upon first reading approvals my mind immediately goes to regulatory and ethics approvals.


comment:
doesn't the cbso have some role in the financial disclosure process?  Should the "functional contributors" be listed on this slide?


comment:
not sure that patient outcomes can be a goal here.  could it be effectively executed clinical trial with high level of quality and data integrity?


comment:
Connect series genset images should be used in the pic on the left side


comment:
I don't think we address the last bullet point on the left in the slides. Suggest removing it.


comment:
Third image should be removed, out of production product.


comment:
I question the disaster prone area part al together. The sales person viewing this should know the disasters in their area. Maybe a list of disasters that can effect them. You can include rolling power outages, brown outs, remote locations, and aging power grids could also be included.


comment:
I am not sure what is trying to be communicated in the 3rd bullet point.

The last point is irrelevant.


comment:
I am not sure what is trying to be explained in the 3rd bullet point.

The last bullet point is irrelevant.


comment:
The 3rd sub bullet point should be include apartments as well


comment:
First bullet point is not right. The third point seems limited or should maybe say "Examples include...".


comment:
The first bullet is not correct. I am not sure why the third point is needed. It is not mentioned on the other customer slides.


comment:
The first point is wrong. The third point seems irrelevant.


comment:
Are we talking about categories or customers? This page has categories, but the individual pages talk about customers


comment:
Number of questionable statements in Q&A sections


comment:
James does mention that he does not want to do the maintenance, so would that include 'low maintenance'?


comment:
I guess I lost the sale several times based on James' look


comment:
The link to the guidelines for choosing the right customer doesn't work.


comment:
WOW ! Lost this sale as well (OUCH). I am not sure this the correct answer based off comments in previous section. 'Premium' is mentioned several times by Maribel.


comment:
'Service agreement' was not mentioned in previous section


comment:
No 'instantaneous' power and again service agreement is not mentioned anywhere.


comment:
Other examples: 'Proximity to home or business', 'Gas equipment requirements'. Also maybe just 'Noise levels' and remove property line info.


comment:
Minor point - do we need to add a box for the user ID? We ask for it on the other course


comment:
The guide, for the most part, is correct. There are a few areas that need updating. Mostly it is the comments on air cooled product that need it. But I would like to see Marketing to go through it to make sure the message is consistent with our other literature.


comment:
Might want a different homeowner name. Kim for a guy is not very common.


comment:
James says "requirements for my business', but he is a home owner


comment:
Can we use icons our RLC marketing group has developed for each of these sub-categories?


comment:
Can we get a more 3D or better graphic for this town?  Also, AG should be located further outside town, not near other business.


comment:
I have made this comment before, but the statement about the weather seems irrelevant.


comment:
Seem like we should select correct answer and not incorrect. I noticed that if you get it wrong, there is nothing to tell you what the right answer was.


comment:
In text about remote display, we offer this as an option only.


comment:
She really looks pissed off if you get it wrong!!


comment:
Seems like you should select the correct answer(s). If you get the answer wrong, there is no way to determine what the right one was.


comment:
Should we select the correct or incorrect answer(s)? If you get the answer wrong, there is no way to determine what the right one was.


comment:
If you get the answer wrong, there is no way to determine what the right one was.


comment:
Our stated sound numbers are not from 100% power. We should say we are one of the quietest on the market.


comment:
Do we want to make this clickable like the customer introduction page, instead of having to click next to see them?


comment:
Bold text "At each of these points, ....ask to see it."


comment:
Alpha edit needed included:  For Bi-weekly / Monthly add "What is the status of your initiatives? Show me in your account plan."


comment:
Ignore alpha edit comment - see edit on next slide.


comment:
Update bold text to match Seller e-learning's latest edits.


comment:
Update tent image in this section to match seller e-learning with file boxes under desk removed.


comment:
Text edit "Select the tabs with information that should be shared, then ..."


comment:
For the second question two still look correct.  Make last option more incorrect and update response accordingly.  Something like "Focus on sharing all the initiatives to show the customer how busy we are" or something similar.


comment:
Two responses are correct for the third question, but if I only pick one I get the response which reinforces the two answers.  This seems confusing as we should prompt to pick all that are correct or just make one answer correct.


comment:
the change in 2nd objective will need to be reflected in the audio


comment:
Change from Initial site study training to Investigator Site Study Training.


comment:
pop up should go away, text can stay, "This is where the Study Team further refines the relevant topics for the trial and develops the PS training material."


comment:
1st sentence:
& in my country or assigned territory.


comment:
Typo in 1st sentence: Its important to select good sites so that timelines are met and data is of high quality.


comment:
Update url for the site selection guidebook:
http://lillynetcollaboration.global.lilly.com/sites/DCOEHub6/onboarding/SiteSelection/default.aspx


comment:
Review the process map button: remove linkage to pdf file and have it link to the user iterface: http://lillynetcollaboration.global.lilly.com/sites/CDCI/os/SitePages/Home.aspx


comment:
Quality Work Plan to be removed as a resource


comment:
screen shot has changed, popup text is okay


comment:
The screenshot (specifically inputs) has changed.  The pop up text is still correct.


comment:
"See the Whole Process" link needs to be changed from linking to pdf to linking to the CDOS landing (home) page.


comment:
Plan for Training Delivery linked process has changed to "Setup Trial Meetings" and now links to SDMT process (outside of ESSP).  Delete this detail in the pop up (Plan for Training Delivery).Replace with very high level description of "Setup Trial Meetings" as it relates to protocol-specific training (see activity description)


comment:
Conduct Training Kickoff Meeting - this step has been deleted/genericized into the "Setup Trial Meetings" linked process.  could pull up this into the more generic description, as it includes a requirement of,  e.g., this process includes a planning for training and developing protocol-specific training materials.  Remember, Marketing personnel are not to be involved in developing content for the protocol-specific training.


comment:
Coordinate Development of PS Training Materials step - this step has gone away, remove pop up and text.


comment:
Develop PS Training step- this has been incorporated into the Set up Trial Meetings linked process step, so this step goes away.  This content could be incorporated as an example, into the description for the "Setup Trial Meetings" linked process.


comment:
Disregard my comment that these steps have gone away:  Conduct Training Kickoff Meeting, Coordinate Develop of PS Training Materials, Develop PS Training Materials and Obtain PS Training Materials.  However, still need to figure out how much detail should be left in the content.  Also, need to keep in the comment about Marketing not being involved in developing content for training materials


comment:
remove screen shot, can still focus in on the part of the process to Dev PS Training Materials and Obtain PS Training Materials


comment:
CC and audio - the tool is now 11 pages, not seven.


comment:
PS Training Content Design Required Tool.  Pages of screenshots have changed in the updated required tool, e.g., the first page, General Instructions plus steps only show steps 1-2, instead of steps1-(current course).  Will upload pdf version into BLP/Lilly shared library.


comment:
The Choose PS Training Topics screen shot (Compound Overview) - this screen shot will change with new required tool (not content but layout)


comment:
Need to check link to PS Training Content Design Required Tool links to new version


comment:
The 2nd objective should be changed to Identify best practices for Developing, Finalizing and Delivering protocol-specific training.


comment:
Replace "...enter into internal systems" with "...enter into the IMPACT system"


comment:
"See the whole process" button should link to the CDOS home page


comment:
remove screen shot - will be replaced with the updated process walkthrough.  For Audio, remove "click the red-highlighted box to learn more about the big picture"


comment:
Enter Site-Level Enrollment Ready Dates into Internal system - process step name has changed, however, the description is still accurate (2nd sentence) if that can be reused for updated process walkthrough  Remove 1st sentence


comment:
Document Trial Activaiton & Enrollment Mitigations/Contingencies - this step didn't change so could reuse content if needed.


comment:
Enter Country-Level Enrollment Projects into Internal Systems and Enter Trial-Level Enrollment Projects into Internal Systems have been combined into the "Manage Impact Data" step, description of the activity remains the same(just combined).


comment:
Enter Site-Level Enrollment in Internal system process Step name is now "Manage Impact Data", description of activity for this step in the process is the same.


comment:
for previous descriptions (if used), remove "enter into internal systems"  and replace with enter into IMPACT


comment:
So, I got a little confused. These cards will NOT spell out the acronym/words from the timeline. Please swap out "This is the right order" with "STAYING ELIGIBLE HELPS STUDENT-ATHLETES GRADUATE"
Then, edit the feedback text: "Well done! Remember, by accurately completing the certification process at your institution, you are helping each student-athlete achieve their academic goals. Click Next to continue."


comment:
Okay, a little vague here, that's my fault. Please add the 5 role circles from the timeline, and label each one. Then, give each a rollover with placeholder text: "Role description goes here."


comment:
Review the Process map - this should link to the CDOS home page.


comment:
4th option in the learning check - replace "the internal system" with IMPACT


comment:
2nd option in learning check - Replace "the internal system" with IMPACT


comment:
Stationary text (1st paragraph) - replace the internal system with IMPACT


comment:
when clicking on Site Activation Documentation button, pop up text need to replace "the internal system" with IMPACT


comment:
Add instructional text: Review each academic record, and decide whether it shows one of the six <Red flags> or if your certification process should <Play on!> Correct answers advance the player toward the deadline goal, but wrong answers will lose time on the clock.


comment:
Label the placeholder examples "Example 2 placeholder (red flag)" or "Example 3 placeholder (Play on)"


comment:
Can you add some kind of acknowledgement of correct answers besides the player moving? Or maybe just make that more noticeable?


comment:
Edit Title: "Withdrawal from a course"
Edit description: "This student withdrew from Principles of Chemistry II, indicated by the "W" in the Grade column."


comment:
This screen is nicely done. Please delete the word "recaps" from the intro text.


comment:
Please delete the two gray boxes that don't have a best practice associated.


comment:
Chop off the extra blue bar on "Update degree progress"


comment:
Add "Note to NCAA: Tasks will be updated to match new timeline."


comment:
This screen got a little lost in translation - I believe there will be multiple screenshots we want to show, so we should account for at least 3 on this screen. Each screenshot would have its own hotspots, as this one does - that functionality is fine. Let me know if you want to talk thru this further.


comment:
Each gray button starts out regular narrow text then they all change to narrow bold when I click update records


comment:
If I click update records, then click the binder icon to see more detail, I can't get out of the binder more info to come back to this screen. Suggest binder more info has an X to close it and return to this screen instead of a next button that just moves you further along.


comment:
Looks like all the buttons work, not just the 3 noted in the yellow note


comment:
Text under Verify information button looks like it is Imago not Arial


comment:
Suggest having the draggers be maybe blue or another color to stand out more. I didn't even notice it over there at first.


comment:
There's no next button visible but directions tell me to click next


comment:
I'm now on "Team Tasks" screen (looks like feedback tool is not mapping here)... Blue boxes with text on clipboard - can we just make the ones for C and AS larger to hold the text instead of having it as smaller text than the other 3? Could make the ones with less text a little shorter height blue boxes to accommodate these being longer


comment:
Disregard my comment about the binder more info having an X - I didn't realize there were a bunch of screens behind it and not just a popup


comment:
Add "required tool" after Informed Consent Negotiations Guide Document (what ICF Developper)


comment:
Reviewer what:
3rd bullet change to:
- Ensures that findings and comments from the quality review are resolved prior to obtaining approval.


comment:
In the incorrect feedback, replace CP with Clinical Pharmacologist and say "... an MQO Representative reviews legal language."

Say Ops. Manager in the 1st try incorrect feedback


comment:
it says click "next" to continue but maybe it should say "next button"


comment:
if I click the months, they turn blue. not an issue, just kind of pointless


comment:
Check Requirements: "...to ensure that every student-athlete is meeting..." change to: "...to ensure every student-athlete meets..."


comment:
I may be wrong...but I don't think I ever clicked the binder for "Certify Eligibility (Spring), and it says I did....double check


comment:
Please add a screen after this one. Title: The Certification Timeline
Text: Learners are introduced to the high-level steps of the timeline as well as the associated memory device (mnemonic/acronym).


comment:
The applause audio file isn't very good - the volume stairsteps down, and it's a little longer than I'd prefer. Matt, what's your gut - keep it or leave it?


comment:
To christa's point re: all the buttons work - please remove the note on the screen.


comment:
When instructional text changes once all have been clicked, replace the word "complete" with "continue" - Click next to continue the course.


comment:
Continuous Rating Power has a acronym of COP?
Should it be CRP?


comment:
Change Gensets in first line to "Diesel Gensets" to be consistent with title of course


comment:
First line should say "Cannot be stored as easily as fuel"; ad another "as" before easily


comment:
Take out the second during in the first bullet point towards the end of the sentence, it should be "such as power outages"


comment:
Should we not pluralize the word hospital, residential and commercial backup power by saying: "Typical locations include hospitals, residential locations and commercial backup locations."


comment:
In second bullet point, should we not add "for" before the word an? It would be: "They are designed to operate for an unlimited number of hours...."


comment:
Under Unlimited and Limited Prime Power bullet points, add the word "for" before an to be "...for an unlimited..." and "...for a limited..."


comment:
In second bullet point, there seems to be an extra space in between the words rental and for


comment:
In second bullet point add the word "for" to be "...for an unlimited number of hours...."


comment:
This is all really impressive and it looks great. The only feedback I have is based on the slider when it comes to looking at the different components of the genset. It took me a while to figure out how to move it, and I'm pretty tech savvy. Though it may not be this way for everyone, it may prove difficult if some people can't figure out how to move it and can't move on to the next section.


comment:
Mouse is still clickable after Georges boss is clicked on and her text comes out.


comment:
It might just be me, but the slider seems clunky to me. If we could actually use it to see the entire engine in 360 degrees then it would make sense. I suggest just using back and forth arrows.


comment:
Unable to go back when completing the activity.


comment:
Not sure if there is a typo somewhere, but the edits page in excel calls for this to be called C2000 D5, but in the text it is called C2750 D5


comment:
As with QSK60 slide, this text does not match what is called for in the edits excel sheet, could be because the image you got is different than what we talked about on the call. Edits ask for C1400 and the text says C1250 D6


comment:
Is there a need for the go back to the warehouse button if we have the X button to get back there?


comment:
In first line add the word "Diesel" before Gensets to be "Know the Basics: Diesel Gensets"


comment:
If we are calling out the full name Generator Set in the first line, should we not change the course name to "Diesel Generator Sets"? Otherwise, we can just make reference to the fact that generator set is not used very often. Needs to be clarified to avoid confusion


comment:
Communicate and Log pop-up:
After 1st sentence add:
For trials with two or more countries, use the Notification of Approved Records required tool to communicate availability of approved consent documents.


comment:
After that sentence that I gave in previous comment add:
For all other trials, the use of alternative methods of communication (for example, e-mail) is acceptable.


comment:
1st bullet: delete wording "in Blueworks Live" and add "map" after process


comment:
incorrect feedback:  I would simplify and use one that says Not quite.  Try again.


comment:
incorrect feedback: I would just have one and say Not quite.  Try again.


comment:
update walkthrough with new approach.  Also "See the Whole Process" button should link to CDOS home page (should also include instructions to tell learners to return back to the course when they are done looking at the process map.


comment:
note needs to be added for Quality Review Checklist: Note: The individual performing the quality review should not be the same individual who created the ICF."


comment:
Cover Letter to Distribute Trial-Level Documents needs to be changed to Notification of Approved Records required tool on both the screen and in the popup correct/incorrect response


comment:
3rd bullet replace patients with "study participants"


comment:
remove process map and add a link to the "Review the resources" to the Develop Recruitment and Retention Strategy and Content BWL process map (same link that is on the "To Learn More" page


comment:
remove process map - same comment as previous screen re adding link to BWL process map


comment:
remove screenshot (same comment as 2 other gateway screens)


comment:
also remove magnifying class that shows the larger process


comment:
Develop R&R Strategy subprocess - remove screenshot


comment:
"See the Whole Process" should link to the BWL process (same as the link on the "To Learn More" page.


comment:
Cover Letter to Distribute Trial-Level Documents needs to be changed to Notification of Approved Records required tool.


comment:
1st option and feedback responses - change instances of  "cover letter" to notification


comment:
2nd option - change cover letter to notification


comment:
3rd option - Cover Letter to Distribute Trial-Level Documents needs to be changed to Notification of Approved Records required tool. Also change any reference to cover letter in the feedback responses.


comment:
first option - change cover letter to notification


comment:
Change "Cover letter" in instructions and in the graphic to,  Notification of Approved Records required tool.


comment:
We will need to replace the link to the Cover Letter with an example using the new required tool (Notification of Approved Records) I will upload when I get it.


comment:
Change the language to: Click the document to see the details of the Notification of Approved Records document distributed for the trial.


comment:
In the email example&change at the earliest opportunity to at the next scheduled visit.


comment:
Use Tera's wording for the edits...

&.. as indicated in the Notification of Approved Records distributed for the trial.  Active study participants should be re-consented at their next scheduled visit.

Use language above for incorrect response too.


comment:
Please disregard 2 previous comments on updating cover letter language.  According to Tera, the timing has been removed from the required tool, so this question/responses will need to be removed.


comment:
Tera's comment for incorrect response (use similar text for feedback on first option too:  

Not quite.  The Notification of Approved Records is not shared externally.  Phoebe should pull the appropriate information from that document and provide to the site in an email.


comment:
The title of this page -- Certified: Eligible.  Can we consider alternative titles like Division I Athletics Eligibility Certification?


comment:
Can we use a variety of background pictures so we can show more than three schools?


comment:
Can we have the ability to click on the position on the right and only those tasks related to that position shows up?  for example,, click on registrar and only red ones show up all at once on the screen?


comment:
I wonder if the font in the intro box could be 1 size larger. When I reviewed for CT/NG I was on a monitor, but it looks a little small on a laptop screen.


comment:
Change "on-board stability" to "open kit stability".


comment:
I don't think this was in the list of questions I provided. I believe I removed it because its actually not accurate and has been a point of confusion from previous trainings. Can you double check the list I sent?


comment:
Add "It takes less than 3.5 hours for the cobas® 6800/8800 Systems to complete the first 96 tests." prior to "subsequent runs..." in the dialogue boxes that pop up after attempting to answer


comment:
Reword question to read "What is a benefit of the controls used on the cobas® 6800/8800 Systems?"


comment:
In the dialogue box that pops up after the question is answered, change the second sentence to "cobas(R) TV/MG also has 90 day open-kit stability"


comment:
Change this question to the following new one:
If you consider the varying media types supported on cobas 68/8800, what is the maximum number of assays that could be used on a single plate in a single run?	
Correct: 3	
Incorrect: 2, 12,16

Feedback: The cobas® 6800/8800 Systems can process up to 3 assays in a single run.  The sample type has no affect on the number of assays that could be performed.  Sample type only affects the pipetting parameters of the system.


comment:
Replace with new question:
Considering the maximum number of assay cartridges that could be stored in the on-board refrigerator  and the largest size of assay kits , what is maximum number of tests that could be performed on the cobas® 6800/8800 Systems before loading additional reagent cassettes?	
Correct: 5760	
Incorrect: 96, 1152, 960	
Feedback: The cobas® 6800/8800 Systems can have up to 12 assay cartridges onboard at once, and the largest reagent cassettes hold enough reagent to perform 480 tests.  Therefore the maximum number of tests performed by the system prior to reloading reagent is 12 x 480 = 5760 tests or 60 runs of 96 tests.


comment:
Change TV multi-copy exclusive target to "TV single target"

Description when user clicks on this box: TV is a multi-copy exclusive target test that is specific for the TV target sequence.


comment:
Change Meatal test: 850 uL to Meatal test volume: 850 uL

When user clicks on this box, pop up: remove the word "only" and add "which is the same volume required for urine samples"


comment:
When user clicks on MG single target, have the pop up say "cobas(R) TV/MG uses a dual-target approach for MG"


comment:
The correct test name is cobas(R) TV/MG so it should never just say cobas(R) MG or cobas(R) TV even if we are referring to just the TV or MG target. (e.g. see pop up when you click MG dual-target test)


comment:
Pop up for "sort and re-load samples for each test" should say "That is incorrect. cobas(R) CT/NG and cobas(R) TV/MG can be processed during the same run with no sorting or re-loading required"


comment:
Pop up for Direct load PreservCyt vials should say "That is inccorect. The sample racks used for the cobas(R) 6800/8800 Systems do not support PreservCyt vials. Samples must be aliquoted into a secondary tube prior to loading onto the system.


comment:
Pop up for TV/MG must be run separately from CT/NG should say "That is incorrect. cobas(R) CT/NG and cobas(R) TV/MG can be processed during the same run from the same patient sample and from a mix of different sample types".


comment:
Any combination of the 4 targets pop up should say "That's correct! The cobas(R) 6800/8800 Systems can process any combination of CT, NG, TV, and/or MG from the same patient sample during the same run."


comment:
Pop up for HPV, CT/NG, and TV/MG in the same run should say "That's correct! The cobas(R) 6800/8800 Systems can process up to 3 tests during the same run. HPV, CT/NG, and TV/MG can be processed together in the same run."


comment:
Pop up for meatal swab - add at the end of the sentence "for both TV and MG".


comment:
Helping hands scenario 1:

8 minutes should say < 8 hours


comment:
Pop up should say < 8 hours (i.e. add "<")


comment:
I filled in correct answers for 1, 2, 4, and 5. Before I could drag the answer over for #3 the pop up said I was correct but I hadn't completed all 5 answers yet.


comment:
I think I made scenario 2 too confusing. Change as follows:
The lab needs to process 90 samples for CT/NG. All samples have a test request for TV and/or MG in addition to CT/NG as follows: CT/NG + TV/MG: 55 samples, CT/NG + TV: 30 samples, CT/NG + MG: 5 samples


comment:
What I suggested actually doesn't add up :( Make it 85 CT/NG samples, CT/NG + TV/MG: 55 samples, CT/NG + TV: 25 samples, CT/NG + MG 5 samples


comment:
Add a statement after the corrected scenario that says "assume all 85 samples are processed during the same run".


comment:
Correct answers:
1. 3
2. < 3.5
3. Change question to "Number of times the samples have to be loaded onto the system" answer: 1
4. 3 mins
5. 28 mins


comment:
Pop up for scenario 2:

You got it!

3 sets of controls will be required to run a mix of TV/MG, TV, and MG in a run. Samples will only have to be loaded onto the system one time. The cobas(R) 6800/8800 Systems will process the right mix of tests for each sample with no sorting or re-loading required.


comment:
Scenario 3
1. These samples should be loaded _____... change to

1. How do you recommend the lab load these samples onto the cobas(R) 6800 System?

- CT/NG then TV/MG
- Urine samples first and then swab
- Load either urine or swab first but order doesn't matter
- Load all samples at the same time


comment:
Scenario 3: 1. Samples _____ negative control... this one is confusing and the answer isn't correct. The tests use the same negative control however when CT/NG and TV/MG are run together, the negative control has to be run in duplicate, one for CT/NG and one for TV/MG which is system limitation. I'll suggest a different question that may be more helpful.


comment:
Instead of the question around Negative control for CT/NG and TV/MG, how about this:

Match the correct sample volumes to the correct sample types:

Endocervical swabs (400 uL)
Vaginal swabs (400 uL)
Meatal swabs (850 uL)
Urine (850 uL)
PreservCyt samples (400 uL)


comment:
1. LIS needs to send sample type.... need to reword this slightly since not all swab types use a different sample volume than urine.


comment:
Preparation is Everything INtroduction
For the question "what are the hands-on tasks required for preparation of urine samples in cobas PCR Media prior to loading onto the cobas6800/8800 Systems

Remove Recap the Sample as an option (samples are recapped AFTER processing)


comment:
Pop up for urine samples. Change to:

The only preparation required for a Urine Sample in cobas PCR Media is decapping the sample before loading onto the cobas(R) 6800/8800 Systems.


comment:
For woven swab samples use the same feedback as for urine samples


comment:
Flocked swab samples should be the same as urine samples and woven swab samples (they do not require aliquoting or heating).

Use same feedback as for urine - have decap the sample as the only step.


comment:
Hmm.. flocked swab was checking 4 boxes as correct (decap, recap, heat, aliquot) but the pop up box was inconsistent. ANswers and pop up should match urine and woven swab.


comment:
For resources I will provide 2 documents:

1 - Overview of cobas(R) TV/MG
2 - Understanding controls

In addition, would you be able to make the chart I suggested in the word document I sent over? It includes processing time for various batch sizes as well as preanalytic timing I believe.


comment:
Patron 1 looks good if you want to create more poses


comment:
Allison Stuart

Occupation: University Student
Take out History
Risk Factors
- Sexually active
- More than one sex partner recently
- No health check or STI testing in the past year

Allison says "I don't have any symptoms of an STI so I don't need to worry"

Is she correct?
No, people with STIs often do not have symptoms. 
Facts:
Just like CT and NG, patients with TV and MG may not have symptoms. 
Allison is at higher risk of contracting or spreading STIs including HIV
If she has an STI, she is long term issues such as Pelvic Inflammatory Disease
Allison should talk to her doctor about getting tested for STIs


comment:
I changed the information for the question for patron 1. Its tough to put numbers around TV and MG since there is inconsistent information between countries around these two infection types and what the prevalence is so it would be tough to provide an answer.


comment:
So maybe the way we do this is make these corrections on last screen:


Allison Stuart Occupation: University Student Take out History 
Risk Factors: Sexually active, More than one sex partner recently, No health check or STI testing in the past year 
I'll add a comment for this question screen separately.


comment:
Change Allison speech bubble to:

"I don't have any symptoms of an STI so I don't need to worry" 

Change top box to: Is Allison correct to not worry about having an STI? Choose the correct answer in response to Allison:

Correct: No, people with STIs often do not have symptoms. So it is possible that Allison could have TV or MG.

Incorrect: Yes, females with TV or MG always have symptoms such as itching or discharge. Since Allison has no symptoms she doesn't have to worry.

Incorrect: Yes, Allison doesn't need to worry since TV is always symptomatic and
females don't get MG. 
 
Facts: Just like CT and NG, patients with TV and MG may not have symptoms. Allison is at higher risk of contracting or spreading STIs including HIV If she has an STI, she is long term issues such as Pelvic Inflammatory Disease Allison should talk to her doctor about getting tested for STIs


comment:
Patron 2:
Remove History
Risks: Multiple sex partners, Male sex partners, No health check or STI testing recently


comment:
Patron 2 speech bubble:

"Men don't get TV and I don't have any discharge or discomfort urinating so I am not worried about having MG"


comment:
Patron 2: Top Box:
Is Stuart correct to not worry about having TV or MG? Choose the correct answer in response to Stuart


comment:
Patron 2 Answers
Correct: No, men can be infected with TV. Men with MG do not always have symptoms. Incorrect: Yes, only females contract TV. Men do not get infected with TV. 
Incorrect: Men always have obvious symptoms when they have STIs 
Facts: Just like CT and NG, patients with TV and MG may not have symptoms. Stuart is at higher risk of contracting or spreading STIs including HIV since he has multiple sex partners and is considered higher risk for contracting various STIs. Stuart should talk to his doctor about getting tested for STIs


comment:
Change Rhonda's age to 36 so that she can represent a pregnant patient


comment:
Rhonda:

Take out History
Risk Factors: 
Change in vaginal discharge and painful urination
History of STIs
May be pregnant
Older female*

* Although TV may be present in the typical female population tested for CT/NG, high TV prevalence has been seen in an older female population


comment:
Rhonda's speech bubble:

"I seem to be having some issues lately when urinating. I am trying to get pregnant so maybe its a sign! I had Chlamydia when I was younger but I'm out of that risky age-range now."


comment:
Top box
Is Rhonda correct to not worry about having an STI? Choose the correct answer in response to Rhonda

Correct: No, Rhonda is incorrect in thinking she is too old for an STI since TV is often found in an older population. She also has other risk factors
Incorrect: Yes, Rhonda is correct. STIs are all typically found in a younger female population
Incorrect: Yes, Rhonda is correct. Her symptoms are likely just signs of pregnancy


comment:
We could have a c4800 CT/NG customer that is running TV or MG using a home brew test which would be a very manual process. We would run the risk of losing them to a competitor if we didn't transition them to a c6800 and their volumes justified the higher throughput system.


comment:
c4800 conversion questions:

Best: What is your volume of requests for TV and MG testing? 
(this is the best question because they may be running a home brew test for TV and/or MG and we can provide them with a more efficient solution)

Not the best choice: What other home brew tests are you running for STIs (such as Mycoplasma hominis for example)? (This may be a good future question to support use of the Omni utility channel, but I wouldn't start here. Some labs run M. hominis, Ureaplasma urealyticum, and/or Ureaplasma parvum as part of an MG Panel and therefore may be less inclined to switch to our IVD MG test).

Not a good choice: How often do you get requests for HSV 1 and HSV 2 testing? (While we offer the cobas(R) 4800 HSV-1 & 2 Test on the cobas(R) 4800 System, we do not have a test for the cobas 6800/8800 Systems. We will be providing a solution using the Omni utility channel but several competitors have an IVD test for HSV 1 & 2.)


comment:
For second box, change to
"What do you think your annuals volumes will be in the next 2-5 years for tests you are currently running on the cobas(R) 4800 System?"


comment:
For the pop-up for "what additional assays do you anticipate adding to your lab's menu in the future?" change pop up to
"This could be helpful because it could open up dialogue around the Omni utility channel. However it could also highlight menu gaps on the cobas(R) 6800/8800 Systems for IVD tests that our competitors offer (e.g. HSV 1 & 2). Ask specifically about assays that Roche already offers e.g. Virology, HPV


comment:
Positioning statements:
Best: the cobas(R) 6800/8800 Systems offers the efficient solution with the broadest set of specimen claims when testing a combination of CT, NG, TV, and MG combined.


comment:
Incorrect statement:
cobas(R) TV/MG for use on the cobas(R) 6800/8800 Systems is the best solution since clinicians want to test a combination of TV and MG for all of their patients at risk for STIs.

This statement is incorrect. The knowledge of prevalence for TV and/or MG and the impact to patients varies by country and by clinician within some countries. Some clinicians may only want to test for TV and others may only want to test for MG. Educating the market will be important.


comment:
Incorrect statement (keep as is): The cobas(R) 6800/8800 Systems offers the broadest menu to meet your needs for Sexual Health Testing.

This isn't correct. While we will have a solution for HSV 1 & 2 Testing on the Omni Utility Channel, some competitors have an IVD HSV 1 & 2 Test.


comment:
Pop up for the correct positioning statement:

That is correct! cobas(R) TV/MG offers the broadest set of claims across both targets in comparison to our competitors. All UROGENITAL* sample types that can be tested for cobas(R) CT/NG can also be tested using cobas(R) TV/MG which means labs don't have to worry about self-validating when they want to run a combination of these tests. (*note this does not include extragenital samples: anorectal and oropharngeal)


comment:
You are correct that Judge 2 should be a Hologic Panther customer actively comparing systems


comment:
Pop up for question two"

Change systems to Systems for cobas(R) 6800/8800 Systems.


comment:
Question 3 is a pretty good one but there will be a lot of labs that may only run TV or MG so I think we should focus on reagent prep instead - which gets even uglier when running CT/NG, TV, and MG on the Panther.

Question:
How much time and skilled labor is required to reconstitute reagents for your CT/NG, TV, and MG testing?

Pop up: Great start! Hologic Panther customers have to manually reconstitute reagents for 3 separate sets of kits when running CT/NG, TV, and MG. This requires skilled labor! For cobas(R) CT/NG and cobas(R) TV/MG, the lab can just pop in their cassettes as needed - this requires very little training!


comment:
For Judge 2, the first and second activity are identical


comment:
Change to my comment around question 3 for the first activity (I think this will be a better probing question for activity 2). Its probably better to start higher level for this first activity

Question 3: How often do you get test requests for TV and/or MG in addition to CT/NG and what sample types are typically sent?

Great Start! cobas(R) TV/MG has been validated for use with all UROGENITAL samples that are validated for cobas(R) CT/NG. WHen using the Hologic Panther, the lab may have to self-validate certain sample types for certain tests. For example Panther does not have claims for male patients for TV testing.


comment:
Use the question 3 I originally proposed for activity one for the best probing question here instead.

Question 2: How many extractions are required when you are running CT/NG, TV, and MG using the Panther?

A decent question. Since TV and MG are separate tests on the Panther, 3 extractions are required when running a combination of CT/NG, TV, and MG on 1 patient sample (for cobas(R) only 2 extractions are required). However, labs may not currently be getting test requests for all 4 targets on individual patients so its worth exploring but perhaps not the leading question.


comment:
Do you currently use a TomCat along with your Hologic Panther System for Liquid Based Cytology samples (e.g. PreservCyt)?

This is not a good question. Panther and cobas(R) 6800/8800 Systems both require pre-analytics for PreservCyt samples. However, this discussion may lead to objections around not having pierceable caps for cobas(R) PCR Media Tubes. Its better to ask questions that will highlight the benefits of our solution.


comment:
First positioning statement pop up.

I think on a previous screen we pointed out that the Panther required more monthly maintenance so that is inconsistent with this pop up. Either way its not the best positioning statement. Maybe say

The cobas(R) 6800/8800 Systems can save your technicians time with reduced maintenance and no need for bleaching sample racks between each run.

Although this may be true, its not the best choice for positioning the cobas(R) 6800/8800 Systems for STI testing over the Panther.


comment:
Positioning statement 3: change cartridges to cassettes to be consistent with other modules and always capitalize Systems in the brand name.
The cobas(R) 6800/8800 Systems provides the broadest menu for STI testing with cobas(R) CT/NG, cobas(R) TV/MG and a solution for automating your LDTS.

For pop up:

This is not the best positioning statement. While the cobas(R) 6800/8800 Systems does have a very competitive offering with an efficient solution for STI testing, Hologic Panther has an IVD test for HSV 1 & 2 and Fusion for open channel testing.


comment:
statement 2:

cobas(R) TV/MG offers the broadest set of claims across both targets and only requires 1 extraction for both results. The test has been validated for use with all of the same urogenital specimens as cobas(R) CT/NG including male specimens for all 4 targets.


comment:
Did we only have 3 judges for CT/NG and HPV module?

We need one for BD as well.


comment:
I am currently using Abbott's m2000 for CT/NG Testing and I'm excited about their new system coming soon. I run TV and MG using home brew tests in my lab.


comment:
Question 1: What is your current turn-around-time for results for CT/NG, TV, and MG testing?

Great start! The cobas(R) 6800/8800 Systems provides a fully automated solution for testing all 4 targets and has a higher throughput which will reduce the lab's turn-around-time significantly over the m2000 plus home brew tests for TV and MG.


comment:
Question 2: 
What sample types do you test for TV and MG?

This is a decent question. It will be good to highlight that cobas(R) TV/MG has been validated for use with all of same UROGENITAL specimens that cobas(R) CT/NG has been validated for. However, its possible that they have self-validated their home brew tests for other specimens that we don't have claims for (for example, some clinicians are ordering MG testing with rectal specimens)


comment:
Question 3:

How important are pierceable caps to you?

This is not a good question. Abbott has pierceable caps for CT/NG testing. In this scenario, they lose the benefit of pierceable caps since they probably remove the cap to run their homebrew TV and MG tests. However, if their CT/NG volumes are high and their TV/MG volumes are low, they may see the pierceable cap as an advantage.


comment:
Probing question 1:

How much training is required for your home brew TV and MG tests and do you often have to train new people?

This is a good probing question! If the lab has high staff turn-over, training new staff to run these manual homebrew tests can be a burden since it likely requires highly skilled labor. This is an opportunity to highlight the simplicity of the fully automated cobas(R) TV/MG Test which is very easy to train new staff to run.


comment:
Probing question #2:

How much maintenance is required for your m2000 System and your systems used for your homebrew tests?

This may be important to the lab but they probably have bigger needs to address.


comment:
Probing question 3:

How many tubes do you have to decap every day for your homebrew tests?

This is not a good question: cobas PCR Media tubes require decapping, whereas Abbott has a pierceable cap solution for CT/NG. They would only require decapping tubes that also have a test request for TV or MG.


comment:
Positioning Statement 1:

cobas(R) TV/MG offers a fully automated simple solution for testing both targets, eliminating manual processing required by homebrew tests. When combined with cobas(R) CT/NG, tests results for all 4 targets can be available for a clinician all a the same time with reduced turn-around-time over the m2000 and manual methods. 

Good choice: this statement highlights some of the key benefits of using the cobas(R) solution over the m2000 and homebrew testing including quicker turn-around-time, less manual labor, simplicity, and overall benefits of automation.


comment:
Positioning statement 2:

cobas(R) TV/MG will reduce your manual labor since you currently have to remove caps from your tubes to run your homebrew tests.

This is not a good positioning statement. cobas(R) PCR Media Tubes require decapping before loading onto the cobas(R) 6800/8800 Systems.


comment:
Positioning Statement 3:

cobas(R) TV/MG offers the broadest set of sample claims across both targets eliminating the laboratory's need to self-validate samples for testing.

Be careful! This may be a true statement for some laboratories but its possible that some laboratories have self-validated other sample types (e.g. rectal swabs). Instead focus on the fact that cobas(R) TV/MG has more validated sample types across both targets than other tests on the market and has the sample UROGENITAL claims as cobas(R) CT/NG.


comment:
I will send content via a word document for a Judge that is currently a BD customer considering moving to another solution.


comment:
With continuous loading of samples, Hologic's Panther can produce up to 275 TV or MG results in an 8 hour shift.


comment:
When the user clicks on Abbott dialogue box can say something like

"Oops, the m2000 doesn't have IVD tests for TV or MG!"


comment:
In blue speech bubble add TV and MG so it reads "How many TV and MG results can you produce in an 8 hour shift?"


comment:
For BD:

BD Viper XTR: up to 736 TV results in 8.5 hours. Sorry, no IVD Test for MG.

BD Viper LT: Sorry no IVD tests for TV or MG!

BD Max: TBD TV results in an 8 hour shift (Kate to provide). No test for MG!


comment:
Cepheid

Up to "x" TV Results in an 8 hour shift when using the GeneXpert Infinity 80.

Up to "x" TV Results when using a GeneXpert "y" - KES to provide data on a few different size systems

Sorry, no test for MG!


comment:
Uniqueness of TV Test

Cepheid: Only IVD Molecular Test for TV with a claim for male urine

BD: Uniquely combined in 2 different panels CT/NG/TV or Vaginal Panel (BV, Candida, TV)

Abbott: Oops sorry, no test for TV.

Hologic: We have the best performing TV test on the market.


comment:
Hologic update:

We have the best performing TV test on the market and were first to market with a CE-IVD test for MG.


comment:
Hologic:

We were the first to offer a CE-IVD test for MG, with a broad set of patient claims including a meatal swab for male patients.


comment:
Abbott guy is missing the logo on his chef coat


comment:
For CT/NG, all 4 of these companies would be considered top competitors by affiliates, it may vary by country. So I would leave this question out altogether.


comment:
All process-map screens to be re-done according to new agreed upon process representation.


comment:
1st milestone and map starting from different points is new. For example the preparing for kick-off for the Study Manager swimlane. We'll need to cover that.


comment:
"Log Follow-up Items" and "Determine Qualification Needs for Satellite Location" are new blue steps that we'll need to include in the representation


comment:
Significant changes here as well:
- Update Site Selection Progress: new step - We need to explain the new process where CDCs tell the sites and that the other site managers responsible for site activation communicate to teams and other functions the progress of site selection.  
- Manage IMPACT Data: We need to show the IMPACT link and PDO.  Should do the same here as in the other training that this is in like site activation and enrollment plans


comment:
1st bullet:
- Remove "in Blueworks Live"


comment:
Add as a second bullet:
- Understand and qualify all satellite locations that will be utilized by the site to conduct the trial.


comment:
2nd sentence, after "providing relevant trial-specific information to sites" add " logging follow-up items and ensuring they are completed before site is declared enrollment ready".


comment:
In the Consenting Guidance pop-up add a 3rd paragraph:
For trials with two or more countries, consenting guidance is provided in the Notifcation of Approved Records required tool.


comment:
The process starting points and the milestone is changed here


comment:
a new blue step added here, which we'll need to cover:
- Complete Final discussion with Site (This activity includes the final contact with the site to discuss the overall trial experience (e.g. obtain feedback for Lilly on the trial, discuss the site's performance on the trial, future trials, etc.)


comment:
A new red step, which is a linked process: Manage IMPACT Data: The system is updated to indicate the date the site is closed.
The site closed date may be entered directly into the TPO system and electronically fed to the Lilly system or entered directly into the Lilly system.


comment:
The red step "Complete Appropriate Site Closeout Activities", was removed and a blue step on Reconcile Site Documentation added


comment:
reword to:
.... Erin, one of the Site Managers responsible for on-site activities, ...
(this is the wording used at the start of the course)


comment:
Site Managers pop-up, change to:
The Site Manager(s) are responsible for ensuring that all required closeout activities are completed. Some activites, like scheduling and conducting a live closeout visit and resolving outstanding issues will be done by the Site Manager(s) responsible for on-site activities  . Other activities, like having a final discussion regarding the overall trial experience with the site, are done by the Site Manager(s) responsible for sponsor level activities. All Site Managers will work closely together during the preparation for and conduct of the appropriate closeout activities. One key area of partnership is ensuring that the sponsor TMF  and the site binders are complete .


comment:
Click the Start button... text should be in blue


comment:
The DP edits say this should have the 6 sales process steps below the text for Organization


comment:
the outline around the screenshot on the Download and Use image is only a hairline on the left side... on the Content popup, you can see it all the way around/drop shadow on right


comment:
2nd sentence of intro text is is not a complete sentence. I'd just change it to be part of the first sentence... so, "Now is your chance to use the Sales Tools Source, learn about three customers, and then..."


comment:
Cheryl and Joseph - if clicked twice, the 3rd speech bubble is placeholder text. I'm guessing they shouldn't even be able to be clicked more than once?


comment:
The intro text is a little hard to read on the dark/detailed bkgd. Make the white bkgd of box a little less transparent


comment:
The bkgd image has a gray bar below it and they don't align at the bottom right/fill the whole content area


comment:
Is a follow-up email really a "tool to use"? It's also not one of the tools we are teaching on/that appears in the PDF


comment:
Same thing as previous - Is email and a phone calll really a "tool to use"? These also are not in the tools we are teaching on/that appears in the PDF


comment:
clicking on organization moves the Sales Tool Source to the right (idk if this is supposed to happen)


comment:
Anthony, second bubble: add comma after research; change what model to which model


comment:
Joseph, second bubble: add comma after installed


comment:
add comma after research, change what to which


comment:
I was able to move on even though I never got the right answers (next button)


comment:
I checked the link - it links to the latest version of the required tool.  and the section name has not changed so this should be okay.


comment:
The section is actually Confidentiality, the sub section is Elements of Global Data Privacy, then the Uses and Disclosures of the Data Privacy


comment:
Slight revision to 2nd sentence: However, you must also know who to communicate the changes to and what exactly you should communicate.


comment:
On the oil filters popup - remove the wording about it not being visible from this view.


comment:
Can we move some of the icons to the other view?  Like the base frame and the cooling system? So the icons are more evenly distributed?


comment:
For base frame popup, add that it is also commonly called a chassis or skid.


comment:
Change white text and bullet points to "Powersuite(TM) is Cummins single online repository for installation and design. You can find information such as:
- Technical data: datasheets, noise data
- Technical drawings
- Gensize(TM): generator sizing tool


comment:
From Laura:  I would put additional context in that the approvals for sponsor and site content are required before it can be used to recruit study participants.


comment:
for Modify for Country-Specific Sponsor-Generated Translated R&R Content linked process (red highlighted box), for the "Update" step in the pop up screen, comment from Laura:  The second sentence in the update country specific translated R & R content I think is just wrong or not complete.  Is it saying after the updates are made then the content is distributed to the site manager.  Not sure the sentence needs to be there.

This is only relevant if this is covered in any detail in the updated process walkthrough.


comment:
for the "Modify Country-Specific Sponsor-Generated R&R Content" linked process, for the "Approval" step, Laura's comment:  I think that we just need to state that all R & R materials are to be stored in the TMF in the defined locations.  I think we just need to say that overall.  Carrie will have some thoughts I am sure.(SLTM comment: Can discuss at the process walkthrough).


comment:
They don't need to use the lens here at all since they uncovered all of the training map modules at the beginning of course #1.


comment:
Yellow Ventana box: "...the remainder will be scripted for alpha." (slight modification to remove extra word)


comment:
Directional text once learners drags the cursor to 40x: update to "Click close to return to the Competitive Landscape"


comment:
There's no title on this screen. Can the learning agent be made a little smaller, and include the screen title "Competitive Landscape"


comment:
For each popup, update directional text once the cursor is dragged to say "Placeholder text for 40x" (currently says 20x on both screens)


comment:
To Kristen: It feels like the text should change between when the competitors are onscreen and when the DP 200 is onscreen. Do you have a recommendation for breaking this up, or if it needs to be?


comment:
For all customer statements in this module, confirm the spacing of the text - it looks like there are double spaces throughout, but it might just be a justified format.


comment:
Double check hotspot around "correct text" - this interaction wouldn't trigger when the end of the laser beam was on that phrase, but instead a little higher.


comment:
With all 4 customer interactions completed, the instructional text should adjust here in the learning agent's speech bubble. We can use placeholder for DP: "Learning agent congratulates the learner on successfully completing each customer interaction." Nice to have: In the introduction, make each customer look annoyed, and on the screen with all 4 grayed out, they can look happy, like you really helped them out.


comment:
Ventana yellow box: Let's add an ending sentence: "Learners will close the course to receive completion. This will be programmed in for the gold master course."


comment:
Make Resources tab active, and include sentence to the effect: "Resources can be kept here or this function removed." We don't yet know what they want to include for resources, so we should draw their attention to deciding.


comment:
If we're not going to have the audio, that's fine. Can you copy/paste it from the script into the Note to Ventana in that case? It's hard to know what to click/do without it in this case.


comment:
Ignore previous comment re: audio. We don't need them to drag the lens; the screen can start with stuff on the shelves and just have them click to open the popup. The audio can start before they open the popup.


comment:
can you center the competition icon under the text on the left? it looks a bit out of alignment.


comment:
Agreed - make the second screen be about DP 200. Maybe something like "The DP 200 and other Roche digital pathology products can overcome the competition. Designed to transform pathology, the  streamlined solutions from Roche can help provide clinically sound, advanced medical insights that are reproducible without the limitations of time, distance or traditional technologies."


comment:
change directions: "Click the right arrow to see how we stack up."


comment:
I don't mean to be a picky person - but the happy version of this guy looks like he's about to swallow his own tongue. Can we use a different pose?


comment:
Can we add the audio text "Audio: Congratulations on completing the course. Youre well on your way to dealing with the digital pathology competition!"
 to the screen? and have it pause a bit more before it auto-advances to the final page?


comment:
This should be the first page of How We Stack Up


comment:
The video needs a border and the controls at the bottom


comment:
I think these should be numbered continuously instead of starting over at 1 each recipe card since they all refer to the same intro scenario.


comment:
Extra space after "also" in second paragraph.


comment:
Move "Study Manager" label to the left of the woman by her hip.


comment:
Make the onscreen text audio and remove text.


comment:
First set of directions say "Click Master ICF Developed" should be "Click Site-Level ..."


comment:
Take the information that popups when you click the image - about Master versus Site ICFs and incorporate that text into the page that introduces that process map and delete this screen.


comment:
GLOBAL- Move all labels for roles to the left side near the hip of the person.  "Site Manager" on this page


comment:
Move note to the right some so it doesn't cover up text


comment:
Move computer text up some so it's not touching black bottom of computer screen.


comment:
When I rollover button the words disappear


comment:
NGD screenshots: Make this a new page instead of a popup. Words are spilling out of the popup boxes. I would make a note and ask if we should delete this screen since the button on the main page will link to an outside website.


comment:
does the text on this screen have a drop shadow? I think it's different from the rest of the text


comment:
in the scanners screen, it seems odd to have the blue line between the two. I would delete that.


comment:
Matt missed this popup. I would just have a white box with purple outline slide out from the left and cover the text and Master ICF icon and put the popup text on it.


comment:
Please make the popup a new page. Because the previous and next button are in the player it looks like you are on a new page but then goes back to two pages before. SO we need to make some of these popups their own page.


comment:
Add the audio clip that belongs here. It should be like "Welcome to the lab..."


comment:
Please enable the drop down menu on the left to help with testing.


comment:
Bullet is purple - needs to be the same color as the text.


comment:
do we have a better graphic of the Virtuoso? This one is blurry. (Not a big deal if we don't but thought I would ask)


comment:
Global - make sure Click and object (the right arrow) is bold in all directions.


comment:
this should be the first screen in One Slide, 2 stories.


comment:
Bold "Click" and "Continue button" in directional text. Capitalize Continue to match the button text.


comment:
GLOBAL: Check all onscreen buttons to make sure text doesn't disappear on rollover


comment:
The previous, introductory image does not match with the graphics anymore. I would replace it with the 2nd image the learner sees when they first interact with the lens.


comment:
The lens has a green arrow pointing to it before uncovering the first 2 modules, and then there is no green arrow before uncovering the 3rd and 4th modules


comment:
Capitalize "Site" in "site-level ICF(s)"
GLOBAL: Make sure "Master ICFs" is capitalized and then "Site-level ICFs" is capitalized throughout course.


comment:
Once all modules are uncovered, the 2 characters change position and size. They should stay the same. Both characters also appear fuzzy, can we make them clearer?


comment:
update so the description at the bottom builds when you click on the words. See programming note on slide 16.


comment:
Remove the blue box from the directional text. Match it with other directional text in terms of color and size.


comment:
No "that's right" feedback. Just make sure the Click the right arrow directions are triggered.


comment:
In each item's popup screen, the background should be the same yellow/green/splash background style as you see in The Next Transformation module. The font size is also much larger in these popups and should be consistent throughout the course.


comment:
When you need them to try again, can you put the [close] button in the speech bubble? or next to the customer's head? it's too far away now.


comment:
Remove blue box from "Click the right arrow to continue" directional text. Match color and size. I also didn't get the directional text after all 3 items were uncovered using the laser. Check the trigger that advances to this directional text at the end.


comment:
Can we give the modules names instead of Module 1,etc?


comment:
on the popups for this screen - can the white bullets be black? the white is hard to see on the background.


comment:
For some reason if you rollover the right corner of the screen you see the rollover of the BLP back and next button.


comment:
Add "Note to Ventana: Select iScan to continue."


comment:
Global: these graphics are only partially updated. The patient should have a label beneath them that says "Patient" and the calendar is supposed to be updated from one panel to the next on each side, e.g. both start with Day 1 marked off, then the next panel shows that 1 day passed on the right, and 4 days passed on the left. The patient is also supposed to be saying something on each panel to indicate that they are waiting and frustrated. Let's plan to talk through this. Please reference:  https://blp.basecamphq.com/projects/13808477-ventana-dp-200-global-product-launch/posts/102791504/comments#368753517


comment:
Insert "Note to Ventana: Click Virtuoso to continue."


comment:
Agreed with Kristen's feedback on the description at the bottom - otherwise, it's confusing. Please change the correct answer option of "high quality" to "high quality images"


comment:
Resources - make a popup which mirrors Sarah's course.


comment:
Please change correct answer option "automatically" to "automatically calibrated"


comment:
Directional text here (Click the right arrow to continue) and on several other screens is a totally different size and color. Please match it consistently throughout the course.


comment:
Please add to the Ventana note: "Is there another Virtuoso screenshot you'd rather we use when discussing the software?"


comment:
In feedback, should be "effect," not "affect


comment:
When I failed, Sue slides in once, then slides in again with the message. Looks weird.


comment:
feedback boxes stay on screen way too long. They need to disappear when hover ends or something?


comment:
Can we combine sentences 3 and 4? "The lab currently uses a cobas 4800 System with..."


comment:
I don't think we can answer these questions with these resources??? They don't make sense to me. We need a different table here or need to simplify the questions based on the info that's actually in the table. Also, I think the scrolling is not good in the resources. They need to be side by side or open separately. I feel like people will get very confused on this.


comment:
Same here. I don't know how people will answer these questions using these resources. We need to stick to a single fact that can be answered using the resources or have different resources. We may all need to talk through this one.


comment:
The letter i has disappeared from a lot of the instructions here. Weird.


comment:
This question isn't related to hands on time or time to first results. I think this belongs in another section or we need to change the beginning of the activity to remove verbiage about time to first results and hands on time.


comment:
Urine seems to have no blue state. It starts green and goes to gray.


comment:
Global-Menu descriptions are all the old ones and need to be updated to actual screen names.


comment:
Let's put a small black border on this video so it doesn't blend into the background in sections. Also add the video controls so they can pause and see the time stamp.


comment:
the answer says that only decapping is required, but recap the sample shows checked and turns green also.


comment:
If we're going to use the cookbook as a resource, we need to introduce it somewhere to tell them it's there. But the info in it needs to be related to the questions, unless Kate thinks people should already know this stuff. Seems pretty complex to me though.


comment:
Add a period on the Controls are ready to load. Answer option


comment:
In positive and negative feedback hyphenate open-lit in the first sentence.


comment:
add this at the end of the positive and negative feedback: ......respectively. No other blood screening or virology system can complete results that quickly.


comment:
When you fix cobas branding make sure the (r) is superscripted


comment:
Superscript the (r) look for this globally


comment:
But a comma after therefore in both positive and negative feedback


comment:
in the question there is an extra space between kits and the comma after the word


comment:
In Meatal test volume 850, something got cut when you made the edit. Check what it used to say.. I think it should say "a volume of 850 uL, which is the same as urine samples...


comment:
Add cobas and superscripted (r) in front of MG as well to preserve branding


comment:
in 4 targets 1 sample the (r) is not superscripted. Check this on all popups


comment:
On TV/MG must be run separately pop up, add period at the end of the sentence.


comment:
Replace the intro text with this: As you build your specific recipes, you need more than just the right ingredients. You have to follow the right steps to get to the right end result. Factor in the right steps, such as hands-on time and time to first results, and you'll have the perfect dish! Practice making sure you know the right steps by filling in your recipe cards and receiving your ingredients.


comment:
Add a sentence that says you can check your cookbook if you need help with this recipe in the green direction text.


comment:
Put your period inside the quotes on stick in green direction text.


comment:
on #5 the cobas p 480 says (c) instead of (r)


comment:
same feedback on the period after stick for all of these screens


comment:
1. Positive controls for TV/MG should be 3 not 3.2


comment:
Ok, I figured this out. Take the yellow note off. Change The lab needs to process 90 samples for CT/NG to 85 Now it all adds up. She changed the scenario first and then said it didn't add up so make it 85, it just got in the wrong order when we pulled feedbackl


comment:
Replace first sentence of feedbck to say: When the lab is running a mix of TV/MG, TV-only, and MG-only, a separate positive and negative control is required for each test mix.


comment:
I changed intro instructions a bit to reflect Ryan's feedback. Funny because I did that before I say his comment. I love when we are on the same page!!


comment:
The font in tiny in the question section


comment:
The question here doesn't have anything to do with the activity. I think it should be this question: A lab is processing a mix of samples for CT/NG and TV/MG. There are 300 CT/NG samples and 50 of these samples require testing for TV and MG. 50% of the samples are urine in cobas® PCR Media Tubes and the other 50% are swab samples in cobas® PCR Media Tubes.


comment:
change to: must use a _______ negative control.


comment:
I prefer the grey but I agree, they all need to be the same


comment:
Woven swab pop up text needs to be aligned middle instead of top to match the others


comment:
For woven, the feedback says only decapping is required, but it is showing the green box and a check next to recapping


comment:
This feedback applies to woven and flocked samples


comment:
Are the tasks currently just for presentation purposes (we haven't given actual tasks for actual people at this point)? Some of the tasks seem a bit off. For example, why would the Academic Support be dealing with "transfer recruiting info". Not sure what that means.


comment:
Also wondering about the title of this page - may suggest Certification of Eligibility


comment:
Could image have combination of athletic / academic?


comment:
Change "check requirements" to Check PTD requirements


comment:
The bottom image is a bit hard to make out, it almost looks like a reflection of the image above it.


comment:
How many times do I need to answer incorrectly until it will give me the correct answer?


comment:
How do I refer to the RLC Classroom training while I am taking this course?


comment:
Possible distractor: Yes. Because all women under age 25 should be tested.


comment:
Possible distractor for Ricky: Yes. Men of hispanic origin run a higher risk of contracting both TV and MG.


comment:
Can we revise how we have the learner do this activity? It is very frustrating to go through and not know which combo of answers is correct and get it wrong 10 times without a clue of what the right answer is


comment:
Possible distractor for Rhonda: Yes. Potential pregnancy puts her at higher risk for an STI.


comment:
When you click the questions, the words on the buttons change. I'm not sure what the correct verbiage is on these.


comment:
I think there is a typo in the first sentence. Is products supposed to be contains or something like that?


comment:
"Based on what you know about this customer, which is the best final positioning statement?"


comment:
It might be beneficial to point out what a "tool" is as I don't think we explicitly come out and define it, we only define the Sales Tool Source. Maybe we could say "A tool is a resource or action to take on the part of the sales person" or something of that nature


comment:
questions are changing on the buttons when you click them here too.


comment:
Maybe its intuitive to most, but can we label the Consultative Selling Process steps below the text where it is mentioned just to reinforce that they are there and we are making the learner aware of them


comment:
"pop" may not be understandable for ESL learners. Change to put.


comment:
change to same verbiage as on Judge 1 regarding positioning.


comment:
extra space between the and need in box 1?


comment:
meets should be meet in correct feedback.


comment:
Third button-comma after TV/MG. 

LDTS should be LDTs


comment:
Why are the technical documents and sizing guide the right tools? Can we explain this to the learner?


comment:
highly-skilled, fully-automated

"...cobas TV/MG, which is..." remove the word test, add a comma


comment:
use same wording as on judge 1 and judge 2 here


comment:
Global-replace Hologic with Grifols. 

The possessive version of Grifols will be different, so need to go through each of these and make sure the possessive version is correct.


comment:
We need to add numbers for Cepheid on this screen (when we get them)


comment:
remove the first sentence here. It's redundant with the TV screen prior to this.


comment:
The Drag and drop functionality does not work and I cannot get passed this section.


comment:
Had to click next to get to Georges last speech bubble, that doesn't make sense we should still be clicking George to get to all three text bubbles


comment:
And again still clicking next instead of George even though he is still talking?


comment:
Second bullet should read as follows:- These gensets are rated for limited running hours per year' The text as is, is not strictly correct as they can run for an unlimited number of hours if the rating is reduced, the equipment is the same for all ratings.


comment:
Unlimited time prime, bullet 1 the load is variable or varying not a constant.


comment:
Add to the end of the last bullet, 'in a Data Centre application'


comment:
perhaps Georges boss's text should be 'your next assignment is to find out and explain to me how gensets work'


comment:
Change to ECM, Engine Control Module and AVR Automatic Voltage Regulator


comment:
Change the first line to 'Gensets typically include other subassemblies as shown:'


comment:
Feedback tool for Oil filter screen not working - We still have text saying filters not shown when we are looking at them


comment:
Does the audio on this page reflect changes made by tera in the word doc on pg 5? She has a line there that I think replaces the second sentence.


comment:
Transcript has white and black text. Can it be all white text?


comment:
First popup, first bullet "master" needs to be capitalized.


comment:
2nd popup, first bullet the word "the" is missing a "t"


comment:
2nd popup, take out comma before "and" in all cases.


comment:
You're missing a fourth milestone that Tera mentions in the word document - see the BWL map and page 8 of the word doc via Tera's comment.


comment:
the next button disappeared on this screen when I clicked back to it from the previous screen


comment:
In item 2a and 2b capitalize "Site" in "site-level"


comment:
need direction text from beginning of course until this point


comment:
The feedback on the title is mainly that it has no context.  Is there any plan for a landing page with a visual (like a stamp Certified:  Eligible")?  If not, we might need to rethink this.


comment:
Feedback here centered on the organization -- we discussed breaking this out into months, or maybe 2-month intervals.  I will send you a revised calendar list with just eligibility requirements.  One person asked if this tool can be printed.  "DA" should be AD - Athletics Director.  We might need a disclaimer -- suggested staff; titles and roles may vary by campus.  The order of the slides came up - should the "role breakdown" come first?


comment:
I am still waiting for the screen shots.  We were not really sure how the user got to this page.


comment:
Generally liked this concept.  Consider re-ordering/slight heading changes: 1. Send rosters 2. Collect materials needed to certify 2. Check requirements 4. Document certification check 5. Share information.  Also, the guy under the one banner looks like he is drinking -- can that one part of the image be replaced?


comment:
The 3rd box should read "percentage of degree"  Task doers are right.


comment:
Rosters require compliance and coaches as the task-doers.


comment:
Collect materials task doers are compliance, registrar, advising staff.


comment:
Document the cert check should show registrar and compliance as the task-doers.


comment:
The processes are Develop vs. Developing


comment:
The share info piece should include compliance, registrar, academic support, advising staff, head coaches and AD as task-doers and recipients


comment:
The course is called Developing Master and Site Informed Consent I think...


comment:
Game is good; need more diversity in the pics, but I know you are still waiting for the set from Dana.


comment:
Before we start the processes, ....vs. Before diving into the process.


comment:
Instead of "staying eligible helps student-athletes graduate" could we try "eligibility requirements lead to student-athlete graduation"?  We also have a tag-line we use on some stuff:  "Graduation is the greatest victory."  Maybe something like that.


comment:
Where site informed consent is used, use site-level ICF instead.


comment:
I would suggest removing the sentence: See the diagram on-screen for more information.  or say: Refer to the diagram below.


comment:
Like this -- maybe it needs to go before the timeline.  DA should be AD; we'd like to add "adviser" to separate the academic support from college advisers.


comment:
For audio: the last statement that says click on Master ICF Developed for moreinformation....I would say something like click on the milestones shown below to learn more about the process.


comment:
Is this going to be a rehash of the roles page?


comment:
Like the imagery; we would like to refine their tasks.


comment:
These are good flags.  Would like to add "degree applicability" as another one.


comment:
I would switch the order of the content in the Master ICFs Approved milestone box.

During this milestone, the ICF approver approves the Master ICF.

In addition, the following activities are performed by the site manager during this milestone: 
-
-
-


comment:
I know you need some more cards for this game; had one request for a little more animation if not too expensive;


comment:
will be updated with new process walkthrough


comment:
Will the clock run the whole time (3 mins to complete the whole game?)?


comment:
Same comment for the audio as in the last slide.  I would say click on the milestones below to learn more about the process.


comment:
We will want to add to the explanation so they understand why this could be an issue.


comment:
We were confused as to how this was different from the earlier slide.  Maybe this cold expound on the materials needed to complete the certification?


comment:
I would revise the text in the SIte-Level ICFs Approved milestone box.

During this milestone, the site-level ICFs are reviewed and approved.

In addition, once approved, the site manager: 

Also....should there be a period after records version history?


comment:
Good concept, and we could add a lot.  Not sure how big this should be.


comment:
make sure the embedded process name is changed to Take action to Adjust or Meet Enrollment Projections


comment:
Change language from I dont have to update the internal system, these changes dont have to be managed in Impact (or something like that)


comment:
Remove Update Internal System as a distractor and add a replacement distractor (Manage Impact Data?)


comment:
I am wondering if the background should go before the process introduction?  Sandy/Jennifer - what do you think?


comment:
I am wondering if this should also go before the process introduction?  Sandy/Jennifer - what do you think?


comment:
Need to check these resources and also look at any Impact training/resources from the Manage Impact Data linked process (e.g., Impact Required Fields tool will be retried


comment:
The Study Manager distributes the Notification of Approved Records.......for trials with 2 or more countries.

We should add a sentence on this slide somewhere to say that for trials with 1 country, the study manager does not need to distribute the Notification of Approved Records required tool and email is acceptable.


comment:
the person doing this work is the site manager, not study manager.


comment:
too many spaces between "are" and "listed"


comment:
Refer to the INformed COnsent Negotiation Guidance Document required tool to determine who can approve specific language changes.  This is already stated above, so I don't think it's needed here.


comment:
The note is duplicative.  I think you can delete.


comment:
Did we use CRP/CRS/CP before?  If yes, be consistent on this slide.


comment:
Please check procedures.  This slide says Sponsor Trial Master File procedure vs. a previous slide that said Create, Maintain Trial Master File


comment:
why are we calling out addendum ICFs and assents here as we already said in the beginning that throughout course they would be referred to as ICFs.


comment:
why does it say ICF Review and Approval at top left corner?  This should be Develop ICF maybe?


comment:
same comment as previous with regards to text in top left corner


comment:
before the bullets, you may want to include...

Site Manager: 


In first bullet...Ensures that known specific requirements of a Regulatory Authority, ERB and/or site are added to the ICF prior to submission to ensure a smooth approval process.


comment:
Reviews any changes made or requested by the Regulatory Authority, ERBs and/or sites for acceptability (e.g. adding in Regulatory Authority, ERB and/or site requirements or using their own template) and ensures that all Lilly required elements are present.


comment:
For trials with 2 or more countries participating, the Study Manager will distribute....

At the end of that sentence add: For trials with 1 country, the Study Manager can communicate via email.


comment:
check verb tenses...I think second bullet we want will inform vs. informs


comment:
The response doesn't quite match the answers to be selected.  It should say something like yes quality reviews are expected to be performed on both Master and Site-Level ICFs


comment:
Don't hate me... but I do NOT like this screen. Let's have Christa take a look. The juxtaposition of the illustrations and photo are jarring.


comment:
Please change the table in the popup so it is not shaded and there are bullets, to match the other popups.


comment:
Edit "More Power" by adding a sentence: "The features that enable this benefit are the:


comment:
Georgia, please confirm correct answer should be Easier Serviceability


comment:
Don't forget to edit fdbk if correct answer is serviceability


comment:
This fdbk - first sentence - needs to be edited if correct answer is serviceability.


comment:
Great job with this activity, Michelle. Simple, engaging, effective.


comment:
It shouldn't be required to click all five before preceding. Activate next button, and add to inst text: "...or click Next to continue."


comment:
Please go ahead and source icons for these screens. Just... remember to avoid metaphors when it comes to the icon for "package size."


comment:
I don't feel like it comes across that Jacques is offering counter/positioning statements to each competitor claim. Could we label these statements as "Positioning response" or... something??


comment:
Delete the "Let's see what you learned..." sentence. Instead, add a sentence at the end, "If you're not sure, check the <TITLE> resource."


comment:
When you click continue in the feedback, the screen flashes before advancing forward.


comment:
The screen-flashing thing happened on this feedback, too - please check all.


comment:
First - the Beta Tool is listing this as the Lilly Trial SMC Systems course, Module 2: Systems and Roles, Section 1: page 2.3 the Impact Process phase 1.


comment:
Please add the note to cummins on this screen from the script.


comment:
As you move through the process, I would turn the milestones purple when clicked, not before the milestone is clicked. This Is happened when I clicked on the milestone prior, so it threw me off, and wasn't sure what I had already clicked.


comment:
OMG OMG OMG it's so cute I just wanna ride it offscreen! If they don't like that, I think we're done here. ;)


comment:
hahaha, You made the "sail" might be cuteness overkill. Let's tame it down to "Well done! Use the Cummins sales process to sell the QSK95 Marine to your customers!"


comment:
Re: feedback - I just saw a note to avoid exclamation points, so don't end fdbk with !


comment:
are there supposed to be arrows between the milestones?  there were on the Master Informed Consent milestones but not here


comment:
it looks like there is supposed to be some introductory text on this screen  - I'm not seeing it? (The Develop Site Informed Consent process begins once the trial-level ICFs, multimedia components, consenting guidance, ICF sources, or change requests are approved.) it's on the script that was sent back, screen 1.3


comment:
For Site Level ICFs Approved milestone, 1st bullet, should be A quality review is performed.


comment:
I'm not able to see what appears in the "for what?" column when I clicked on the each "role"


comment:
I finally did get it but had to click on the text, not anywhere in the box, is it possible to increase the "hot spot" to click on to each role "box"?


comment:
For the PowerSuite page go with something like this:-
Powersuite(TM) is Cummins single online repository for installation and design; You can find several information such as:
- Technical data: datasheets, noise data
- Technical drawings
- Gensize(TM): online generators sizing tool


comment:
It feels odd that Click Next directions are at the top left as the first piece of text on screen in place of where a screen title would typically be. Move below text and make the words blue, too.


comment:
Top black bar - there must be space equal to the size of the C logo between the logo and the left side of the red and white lines of text


comment:
Is this meant to be for a Euro audience? Centre is more of a UK spelling. Leave if that's on purpose, otherwise change to center


comment:
Directional text should be blue in all instances


comment:
I'm going to suggest we move the directional text on all screens down to the bottom of the screen. It feels odd to be the first thing you read on a screen - so here, I'm reading it before I've ever even heard of Gloria


comment:
What is the audio icon in the bottom left for?


comment:
popup - suggest making the color of the "paper" a little lighter so the red text on it reads a little more legibly


comment:
popup - 4th text block - again British vs. American English... if on purpose leave, or if not, change containerised to containerized


comment:
Popup - icons - the icons feel a little wonky in placement - move the 3rd one over to the right a bit (line down center of circle part aligned with point on top of house)


comment:
there's 2 spaces after the word "levels"


comment:
Answer option 1 - suggest adding a - "...resulting in a high burn temperature..."


comment:
There's no back button through this 2 part multiple choice question


comment:
Add a comma - "By using a lean burn genset, you will lower..."


comment:
seems like NOx should be in parentheses, too like HC, CO, PM... but I don't know if this sort of gives away the answer then?


comment:
I think it should be explained somewhere on the page why the two answers are correct.


comment:
Provide feedback was not working on previous map screen


comment:
Let's break up this first chunk of text from Gloria so it doesn't feel so large - start a new paragraph with "A lean burn genset is..." and another new paragraph with "We call this Combined Heat..."


comment:
Gloria's 2nd text - let's break up here too with a new paragraph starting at "Also, lean burn..."


comment:
same edits here as previous paper popup about bkgd color and moving the 3rd icon to the right a bit


comment:
Asterix footnote - I think you can just start this with "Not always possible..." since the asterix are on the 2nd and 3rd bullet to refer to the footnote


comment:
Data centre (along river) - popup comes up behind the greenhouse pin. (ALSO - reminder on centre vs. center for all instances on this map screen, too)


comment:
The rollover popups for waste water and data center are flip flopped


comment:
the 2nd sentence reads a little weird and is passive. Maybe instead something like, "Bacteria digest the waste in a controlled environment, usually a tank, producing methane gas. Then, we use the methane gas to..."


comment:
The first sentence from customer reads a little weird - exceed vs. at least. Is it just "We are looking to raise our system efficiency to at least 90%" ?


comment:
When I first came to this screen, Gloria and her speech bubble were in the bottom right like on previous visits to the course map, for a second or two then jumped to current view


comment:
Rollover on Redo Conversation comes up behind Gloria's head


comment:
Same thing happened with Gloria being at bottom right when I came back to this screen after going to Redo Conversation screen


comment:
I think this could be helped by a few things - 1. have the photo be only of water in the bkgd and it needs to be more of a horizon view than a birdseye view - like istock #501130760 maybe? 2. perhaps use ships with a little more detail like istock #472387901


comment:
Variable speed propulsion popup - is there a reason the left column is in a light gray box and right column in a darker gray box? if it's just to separate the columns ion text, I'd remove and push left column text over to align at the left with the text above it


comment:
These icons look squished vertical a little. Also these are really old... would suggest we remake... there were icons like this in source content for courses we created 4-5 years ago that we were even remaking then


comment:
Intro text - change colon to a period and delete everything after. We don't need to have these listed twice (intro text and below each icon)


comment:
Can we make the bkgd of Hank's pic not black? either just light grayish or maybe ocean/sky like it is a polaroid you took of him at the dock?


comment:
Correct feedback, last sentence - change bock's to block's


comment:
Move checkmark a tiny bit right so it isn't covering the k in Hank


comment:
There's space between the gray background and black stroke on some of these - the 1st on right and bottom, the 2nd on right, the 3rd on right, the 5th on bottom


comment:
Add in direction text: "Correct words won't 'stick.'"


comment:
Gloria bubble starting with "Good question." - Line 9 - de-pluralize emissions


comment:
Line 4 - change "to" to "for"; Line 6 - remove "that"


comment:
3rd email - change "tomorrow we will be visiting" to "tomorrow, we will visit"


comment:
5th email - remove "that" in second line; remove "then" in last bullet


comment:
second-to-last email - remove "that" in first line after bullets


comment:
break up first sentence; remove "that" in second-to-last sentence


comment:
second bullet - change "is lacking" to "lacks"


comment:
remove extra space after trigeneration and before cooling


comment:
Some direction text says "Click next to continue" while others just say "Click next" - choose one


comment:
wording of last answer option is confusing (change though to through and the to that?)


comment:
feedback text is different for this customer?


comment:
I could not find the answers in the sales tool source so it just leaves one guessing as to what the correct answer is instead of informing. Perhaps the sales tool source needs some revision to include the answers to these questions more clearly?


comment:
I think formatting this page into the sales source guide and/or a previous slide before the tests would be very helpful. For example, naming each stage and listing the tools below them with maybe a sentence or two of explanation.


comment:
The first sentence sounds singular and plural at the same time. Should it instead be "Many customers use paralleling gensets to take advantage of their benefits." ?


comment:
may not matter right now since this is just placeholder, but can we have the popups when clicking the "i" not overlap title text of other clickable areas?


comment:
When you click try again, can the incorrect answer that is on the notecard go back to its original spot?


comment:
add "a" before commercial entity in Utility


comment:
add click next to continue after last icon is clicked


comment:
This feels a little backwards. The text says joe shares what he knows, then click penny, but penny's speech bubble is what is showing. Think we need to switch the speech bubble to Joe for the start of the screen


comment:
remove comma after component; make "in to" one word


comment:
who is Joe? Will that be included in DP?


comment:
after trying again to select the correct response, I cannot de-select my original incorrect response


comment:
The section title should be in sentence case.  What is Paralleling?


comment:
Minor thing, but change the text in the pop-up windows to Condition # description text.


comment:
The standard for dialog screens is to use the red highlight to indicate which person to click on to continue the conversation. So, just reverse the highlighting on this screen.


comment:
Add directional text to Click Next to continue.


comment:
Use the red highlight to indicate which person to click to continue the dialog.


comment:
Penny is still active on this layer - the mouse pointer turns into a hand. Nothing happens when you click, but I think you should deactivate Penny so the learner doesn't expect something to happen when she is clicked.


comment:
Per Georgia's comment - this seems to be true for the top distractor option. The other options can be turned off if you click again.


comment:
Same issue with the top option not turning off when you click it again.


comment:
Add direction text to Click Next to continue.


comment:
I would make gensets a label instead of a popup so you KNOW that the shapes there are gensets, but we don't need a description.


comment:
I'd scoot Penny to the left and maybe shrink the characters down a little to give manuel's descriptive info/diagrams as much space as poss.


comment:
1. Combine this screen and next so "Joe" is already visible as she asks the question. Then, user should click him to see the response.
2. Change "Joe" to "Manuel," use the same character as previous activity.


comment:
Change intro text: "Penny asks her last question: Where can I find more information on paralleling?"


comment:
In transcript text: Recommend capitalizing all text at the start of the bullet points.


comment:
This may be intentional (if so, ignore this). The second paragraph fades onscreen after a few seconds.


comment:
Transcript text: This text seems slightly off from the narration. May want to double check this.


comment:
First paragraph, fourth sentence: Suggest adding "the" before "study decision log".


comment:
Click the Next button text did not appear - may want to add this after everything has been clicked.


comment:
Transcript text, First paragraph, second sentence: Suggest changing "screen" to "slides" unless this is a change Lilly wanted to make to the transcript.


comment:
Since this is a select all question, suggest adjusting the directional text to "Select all the correct answers..." or something along those lines. If you've used select all directional text elsewhere in the course, feel free to match that.


comment:
Since there are two correct answers, suggest adjusting the start of the question to, "Which of these are NOT key tasks for Enrollment Managers..."


comment:
Since there are two correct answers, suggest adjusting the start of the question to, "Which of these are NOT key tasks when developing..."


comment:
Since this is not a select all, suggest possibly removing the submit button (unless they wanted to have the submit button on all questions).


comment:
Site Activation Popup: It appears there may be an extra space after "dates" in the third sentence.


comment:
Popup: Is it possible to move the text box out a bit to the right so, "mitigations/contingencies fits on the line above?


comment:
Popup, last sentence: Suggest adding a comma after "submissions".


comment:
Last link icon: Suggest moving it out a bit (it seems to be overlapping the text slightly).


comment:
Slightly picky edit here but if you have time, could you check the x's in the popups? Some of them seem close to the edge of the popup and the first one seems close to the text. Maybe align them as much as possible so they match pretty closely?


comment:
Sending an updated image for HE 600, the one we are using here is old


comment:
Should pointer be vertical? when the beam turns on i'm not sure if I am pointing with the beam or the pointer.

Noticed that the images still have a white box around them when you click into each, does BLP you need different image?


comment:
This is the first mention of DP 200, I think we should use the full product name - VENTANA DP 200.  There after we can use DP 200. So maybe every course we can start with the full name then after that first mention we can use the short name.


comment:
Not sure if it will be like this for the final version of the course, but the size of the screen is much smaller than others.


comment:
Should know everything about diesel be "know everything about diesel engines"?


comment:
I love the continue conversation button as opposed to the red outline on other courses. This is much easier to follow


comment:
No down or up arrow when you first see the Day 1 images so not sure where I should click


comment:
As much as I like the page being clean and not having extra words or content on the sides, should we include something about what this chart means? ie-what is OECD


comment:
It is a lot of information, maybe we can just point it out to the learner that there is more information on Demand, and have it be optional to click on it.


comment:
After Effects Video title does not make sense to me. Should it be called Transforming to Digital Pathology?

How do we know what the video really focuses on because it says it focuses oon workflow efficiency, clinical confidence, etc...where / who is providing this video?

Is the "Learners are introduced to tools they can use throughout the online prework" going to be there? Do we call them learners? 

Why is some text blue vs. black?


comment:
We talked about using a different lens during the design review? Is this the old or new lens? 

The lens is not working. Are we going to go for replacing the competition here (Leica).


comment:
Only upgrading computer and scanning customer types work here. Are more than two supposed to be active here? There neeeds to be some feedback when they are complete with this screen. Also maybe directionally where to drag the microscope? This is not obvious. The microscope lens also does not work well on this module (performance)


comment:
Who is Carey? We should think about who this character should be. When do you need this by? I want to check with Kimberly on who she thinks this should be.


comment:
Text is red here, this is a new color. Would like to keep text colors consistent. Is there a need for the black background behind the text? can we have the whole screen be black (more similar to the V6 and DP 200 UI)?


comment:
Scanner should be called VENTANA iScan HT. High level description should include key features as well as positioning compared to the DP 200. Pointer noise and use is a bit funny, not sure I am feeling it.


comment:
Need beauty shots from Mike T here and use a monitor. Background of HT and DP 200 should be the same not different.


comment:
Agree with Mike that the pointer needs to be vertical. It also does not reset its location between clicking on the different products. Is this intentional?


comment:
Is there a better slide image that you can use? I can send you one if not. Should we create multiple slides? A case here for review or do we want to keep it as a single slide?


comment:
How come the patient pictures change between each slide?


comment:
Both patients look like they are waiting -- are we keeping color through the days or should we keep the left part of the screen black and white?


comment:
Text bubbles should appear in the order they should be read.


comment:
Right idea but need to edit the wording ab it more. Also, this part focuses more on the DP 200 and I think it should focus on the total solution that RTD offers.


comment:
I think the initial animation is not working correctly.


comment:
Benefits and Features need to update when zoomed in on. Text also needs work for each Feature you are looking to highlight, and the corresponding benefit.


comment:
Need a Virtuoso screenshot here, not Image Viewer. Need updated text.


comment:
1. This should be animated to show the Leica machine and the microscope moving to the shelf.
2. Microscope should be replaced with a  monitor, Leica machine with the DP 200.
3. DP 200 and the monitor should have the same green background with complete, not just the monitor.


comment:
Learners should already know "Carey" or the character that we are going to use. Do we need to reintroduce him?


comment:
1. Can we update the competition icon?
2. "tissue analysis and imaging" are not really accurate descriptors3
3. Too many colors, introducing green now for the background of the competition icon.


comment:
Again too many colors here -- orange and red text, black background boxes white, and black for the competition. Can we make this more aesthetically simple?


comment:
What videos do you want to provide here? Is this from RTD?


comment:
Change 'more efficient' to 'more effective in part because of a resupply.'


comment:
Update the image, as it is an old image now.
Also our products maximum efficiency today is just less than 44%.  Showing 46% could be seen as misleading on presenting the wrong information.


comment:
Maybe expand that the CO2 is extracted and purified using exhaust gas after-treatment.  That way a sales exec knows additional BoP is required for greenhouse applications.


comment:
Place methane number above knock.  I think it gives the material a better flow.


comment:
I would include a point that it's always important to utilise your local SAE or SME for advice around methane number and genset selection, as it's not necessarily a responsibility we give to the sales exec.


comment:
There are no contaminates shown in the gas composition, so the reference to these in the first sentence can be removed.  What is shown are other hydrocarbons, which affect the methane number calculation result.


comment:
Double check the data on this slide.  I've seen some recent market size analysis completed by Cummins showing APAC market close to $400m.

Is this total market size, or accessible market size?


comment:
I'm ok to leave them three slides in.  

I agree with the comment from PL. Maybe include a glossary of terms.

Maybe a glossary of terms is something that could be included as a link that a sales exec could download


comment:
If one slide had to go, it would be 'improved fuel cost competitiveness' as it really only applies to the US


comment:
The image and page seem fuzzy and unclear, as in the images and words seem a bit grainy.


comment:
Do we mention anywhere what is the decision process on whether a master ICF is needed?


comment:
The way that the activities are listed make it seem out of order...  first the ICF approver approves the ICF, then the site manager records version history, etc...


comment:
Should it be indicated who is doing the quality review and approval?


comment:
Can we also include that the approval should be communicated to the eConsent vendor so that eConsent can go live?


comment:
It seems awkward to have this after the process introduction.  I think it should go before.


comment:
I know they asked for the engine over the marine bg, but it looks weird. Could the bg photo maybe be faded into the regular background somehow? This is a nice to have comment, btw.


comment:
Thoughts about specifically adding that guidance on eConsent and other topics?


comment:
The tool is in veeva vault.  however it is being updated.


comment:
Instead of saying that the checklist is signed...  what about completed?  the checklist may be completed in eTMF with no wet signature.


comment:
If there is no CS-ICF template, wasn't this changed to Global Informed Consent Business Lead as the approver.


comment:
Can we have Lucy Smiley review the eConsent section?


comment:
We should run this by SMEs, but it seems like we should be making a distinction between application and market since we go from talking about what other markets the QSK95 is used in and then on to the specific applications for the QSK95 in the Marine Market. I might have that backwards too


comment:
I really like this approach. We need to be sure we select the right ship images to represent what is a realistic opportunity for QSK95. 

In the Variable Speed Propulsion example - Cruise Ship should not be on this list. A Cruise ship would use a fixed speed auxiliary rating for an emergency genset or prime power.


comment:
Kilowatt per square foot ration is not the correct way to communicate about the power of this engine. We want to talk about horsepower per liter or kilowatt per liter. We are largely providing/selling mechanical power not electrical power.


comment:
We have a higher res logo. Can we insert it here? I'll forward you the email with all of the versions.


comment:
We should identify each customer type as well to help link up the benefits that are important to them. Example: Hank is a Captain on a Patrol Boat, Customer #2 might be an Operator/Fleet owner of a Tug boat, Customer #3 might be a shipyard building a vessel. This helps reinforce our "Upstream Selling" approach that is coming later.


comment:
change paragraph 2 to "You can help your customers with Guaranteed Asset Protection (GAP). Explore this course to learn:" (I want a break between the paragraphs. If this doesn't give us that space, please edit the text to get us there.)


comment:
I would like to be more specific in our descriptions of these features to better explain why they are important to serviceability. Example: Modular Heat Shield


comment:
have it say "animation on product basics, which includes:" so they don't feel like we're over-emphasizing carriers or regulations.


comment:
Make sure ? is in the directions for all - What's GAP? button, How Does It Work? button, etc.


comment:
the setup pages don't appear in the dropdown left nav.


comment:
I want to pick your brain about the Lilly courses. I think we need the Menu button in the upper right to be on this screen. Or we have to remove the directions that say "Return to this screen at any time..."


comment:
either need a placeholder image or a note that says one will be coming at alpha.


comment:
Let's do a > to move on instead of continue. Just to be consistent.


comment:
update note to say "All graphics are placeholder and include a watermark. Graphics will be downloaded after design proof review."


comment:
ideally we would add hover states to all buttons


comment:
title and body text are slightly off alignment


comment:
exit icon is squared off at the bottom? or is that a bullet point maybe?


comment:
check master that the page title and the body text are aligned


comment:
make the timing of the buttons come on at the same time (i think maybe one is different from the other 2)


comment:
can we make the selected state a little more pronounced? maybe make it darker blue?


comment:
can we have check marks or something to show completion? maybe there are, but i just see the same buttons as before.


comment:
Similar comment as before. We are selling Mechanical power so for the "Power Density" icon we should not use an electrical cord.


comment:
Think we need to show the weights specific to competitive engine models rather than a range. I am not sure if this detail was provided in the information packet or not.


comment:
Much better reference to "power density" with the kW per L rather than the kW per foot that was referenced earlier in the module. 

Again it might make more sense to show these comparisons by engine model rather than providing the range.


comment:
Let's explain the value in the RPM comparison rather than just a statement of what the RPM differences are.


comment:
I think we are providing the benefits of the "upstream influencing" model. Upstream influencing is a best practice.


comment:
If we think about the benefit of upstream influencing we would say #1 - If we only focus on the shipyard for this project Cummins has a 1 in 5 chance of winning this deal. By focusing our selling efforts on the operator we can influence the content of the quote and potentially giving Cummins a 5 out of 5 chance of winning the deal.


comment:
"around 25, and has been out..." - my bad, that is not a real sentence that I wrote!


comment:
end paragraph 2 after the word research.


comment:
Benefit = Cummins chances of winning the deal are increased by potentially influencing the specification of the quote.


comment:
take big blue directions and place them as small directions under the arrows.


comment:
Benefit = Allowing Cummins to provide the best value proposition for the total project.


comment:
This is kind of a final statement which is aimed at trying to change the behavior of our Account Managers. We need our account managers to think about the bigger picture and give Cummins the best chance to win the project.


comment:
I think Jacques is reinforcing the upstream influencing benefits rather than best practices. The best practice is to "Focus upstream of the sale and influence the decision makers of the project"


comment:
Check back/next arrows throughout. They don't seem to point to the correct pages in this activity.


comment:
Like the earlier customer example, we should identify this customer by Name, Vessel type and customer type (i.e. Operator). By using the operator distinction we are reinforcing the "upstream influencing" message.


comment:
you're missing the features screen - it goes straight from the profile to the benefits.


comment:
slow the transition speed on these - they shouldn't come on so quick. See Leo's prototype if you need help.


comment:
change to say "with an infant son and daughter in elementary school." since you show a baby in the backseat. :)


comment:
A cruise ship in not the best choice for this background animation. I would prefer to use a Tug boat image. I can provide a high-res image but it will have a more realistic look rather than the cartoony theme we have been using throughout (I like the cartoon look)


comment:
be sure to update the profile with the text change from previous page.


comment:
make answer 2 shorter by saying "Used vehicles depreciate like new vehicles..."


comment:
Make sure stuff doesn't bleed into the footer. We can shorten answers if need to.


comment:
incorrect - remove the "Try again" sentence as it duplicates the button.


comment:
I'm getting stuck here. Correct answer should be "It provides peace of mind..." and the correct response under negative equity. Both of those say correct tho - please fix.


comment:
directions should always be below the arrow if that's what they're clicking.


comment:
same issue with directions needing be under the arrows.


comment:
milestone 2, first bullet reads pretty clunky. Suggested reword: Determine if he/she needs to have a discussion with the study manager about possibly pausing screening/enrollment and/or randomization for the site.


comment:
again, click arrow directions need to be under those buttons.


comment:
2nd milestone, last sentence, change such to so. It's more readable


comment:
We have a new product trio image that should replace this composite image. It features the new air cooled product and updated branding


comment:
let's take the fade off this guy - he's too hard to see with it on.


comment:
Oops, my edits here are for the first milestone


comment:
click arrow directions need to be under the arrow.


comment:
first sentence is pretty run-on. Can you break it into two?


comment:
add to note "Click X (in the Menu) to close the course."


comment:
Need to update branding on the top two product images


comment:
Third bullet point - the and between retail businesses and restaurants should be replaced with a comma


comment:
First bullet point is redundant to the text in the above paragraph. (Not sure if this statement is accurate based on Jeff's comment)


comment:
First bullet point is redundant to the above paragraph (also not sure if it is accurate based on Jeff's comments)


comment:
The title says "Agriculture: Poultry Operation" but the text says "Light Commercial Small Business"


comment:
all instruction text for this screen should say Click the Required Actions Determined (or whatever the title is) milestone...


comment:
Instead of "manually started remotely" change to "monitored remotely"


comment:
Says "manually start remotely" again - should be "monitor remotely"


comment:
"Manually started remotely" should be "monitored remotely"


comment:
Need to make sure that the features/benefits that are most important to each type of user is actually mentioned when they answer the questions previously


comment:
I'd suggest a standardized welcome slide - standard info users have to enter, standard product images, etc.


comment:
Module 1 had a doctor speaking... this one is a healthcare manager; suggest keeping it consistent throughout the courses


comment:
I would also suggest telling users how many statements they should select. The wording is a bit tricky, so in context they all feel relevant


comment:
It's not obvious that after the first question/answer, you have to click the dealer again for another question/answer - the blue instruction changes, but b/c the color doesn't change, it's not obvious


comment:
Should there be consistency in use of the Next button at the top v/s adding a Continue button elsewhere? People not familiar with these courses and their format may wonder why the Next button isn't operational in this instance


comment:
Again, suggest telling users how many statements to select


comment:
Again, it's not clear that you have to click the dealer a second time for a second question/answer


comment:
Again, need to tell users how many to select. And as the others said, need to make sure we give the correct answer if they get it wrong - I still don't know the answer!


comment:
Not obvious that you have to click on the dealer a second time


comment:
Agree - the information provided doesn't provide any sort of direction on how to sell against competitor products or how they position their products


comment:
Some of the possible answers seem really defensive / argumentative - can we reword to be more professional while still conveying the same message?


comment:
Consistency in use of the Continue button and the Next button


comment:
The Introduction button is blue but not clickable. Is it the intent?


comment:
Need to make sure product branding is current - should be Cummins C not CPG


comment:
Update branding on product images - should now feature Cummins C not CPG


comment:
Continue button can replace the yellow note once it's removed so it doesn't touch the speech bubble on top.


comment:
I filled in the fields, click Enter and nothing happens.


comment:
The learning agent's speech needs to move from the blue instruction bar back into a speech bubble. The only text in the blue bar should be "Instructions: Click Introduction to begin."


comment:
The business review icon appears on the screen just before the speech bubble fades in. It should fade in with or just after the speech bubble.


comment:
And on second thought, perhaps the learning agent's thumbs up pose isn't appropriate for the context, since he's announcing that a new disease has appeared across the world...


comment:
The chart seems stretched/distorted horizontally (logo). Can you reset the size and hide the line on top of the chart?


comment:
The text for the Subsequent Return layer should be in a speech bubble, not the blue instruction bar.


comment:
Check feedback trigger - two feedback layers are showing up.


comment:
I am being picky. Can we remove the white shadow of the monitor on the desk?  White shadow seems odd.


comment:
Move the bubbles closer to the hotshot :)


comment:
I have another version of the arrow in my course, you can copy and use it.
The Continue button is jumping down lower than the previous screen.


comment:
The Continue button is too far from the bubble, I was looking for it :)


comment:
The hotshot's legs are cut too high. Poor guy!


comment:
The Help icon lightbox slides requires several textual updates: The font is incorrect in the LPN and PPN pop-ups; in PPN, the first sentence should begin "The Partial Project Number is used..."; the first sentence of the Main Customer pop-up should read "The Main Customer fields helps to group projects according to..."; the first sentence of the Project Phase pop-up should read "This field indicates..."; the first sentence of the Project Code pop-up should read "...indicates when the project will start."; the first sentence of the Unmet Medical Need pop-up should end "...what medical need the project addresses."


comment:
Based on the content received from RMS, the correct draggers for this screen should be updated: Investment Date = 6/15/2016, US LD = 4/4/2019, and CE LD = 6/2/2018.


comment:
Same shadow treatment here for the monitor (remove the white glow).


comment:
The monitor doesn't need to stretch so wide.


comment:
Check that the font in the speech bubble text is Imago Pro Book 18. Also, change last sentence of feedback to "I've corrected them here." Also, learner should be able to click base layer on all feedback layers, etc., otherwise the UI buttons are inaccessible when these layers appear.


comment:
Last sentence of pop-up rectangle ("Is that correct?") should end with a question mark, not a colon.


comment:
I just realize we don't have a screen for users to type in their names so it shows up in the certificate, do we?


comment:
I was able to move to this screen after completing only one part of the previous interaction. In that interaction, learners must drag and drop both draggers and identify correct abbreviations for them before moving here.


comment:
In the Help icon lightbox, the learning agent's second sentence should end: "...by following these steps:"


comment:
I've noticed a bug. If you drop a dragger over a dropspot that's already populated, the dragger will stick there, and the dragger already in the dropspot will return to its point of origin in the business case. Odd. The other slides like this one should be checked for that error. Perhaps the draggers should be smaller?


comment:
The highlighting on the Help icon should only appear on those screens where the Help icon allows access to new information. The Help icon on this slide and the last several open the same lightbox. In the Storyline script, the instruction bar text indicated the slides on which the highlighting should appear (look for the instruction "Click the Help icon for more information.").


comment:
Also, check the font in all the help popups. There are a couple that are not imago


comment:
The date cells at the top of the screenshot should be updated to read 6/15/2016 (Investment date), 4/4/2019 (US LD), and 6/2/2018 (CE LD).


comment:
The green ring around the help icon looks fuzzy to me. Can anything be done about that?


comment:
Dates on this screenshot should also be updated: 6/15/2106 for investment, 4/4/2019 for US, and 6/2/2018 for CE.


comment:
For the platform, should it be cobas(R) 6800/8800?


comment:
site managers popup - line 5 there is a space between activities and the period.


comment:
I think this screen or the previous one needs to acknowledge somehow that the learner clicked the correct button (Save Changes), rather than just moving straight to telling the learner that he or she needs to open the saved OnePager to update it.


comment:
The grey outlines around the filled cells disappear on this screen.


comment:
I'm not sure that the OnePagers in the list should have gray boxes around them.


comment:
I don't think the help icon needs called out here with the arrow because it's still the same help content on this screen.


comment:
There should originally have been a note to Roche on this slide. It may be hidden in the Story file, but it needs to be visible. The story for this section needs modification, and we need to prompt them for the details.


comment:
The popup help information has not been updated


comment:
quality and safety issues aren't centered under the image.


comment:
The animation at the beginning of this slide went backwards. It should scroll off screen to the right, not the left.


comment:
Updated the dates here too based on JG's edit to the previous screen


comment:
check how the process map buttons work on all three of these. It launches a Lilly web page, but it does so in an extremely large window on my computer. Think like 4xs the size of a normal window.


comment:
The file for the Glossary link is on DD (IPM Template Training > BRME > Assays > Programming > Images). It's called AssayInstrumentBRTimeline.JPG.


comment:
On the feedback layer, let's remove the captions, since the numbers change to the correct numbers when the Correct layer timeline starts. If you want the back button to be clickable, then change this in the layer properties, however, you will need to add a transparent box over the answer options so they can't be clicked on the feedback layer


comment:
Agree with HT's comment. Also, "regions" should be capitalized in the Finance pop-up speech bubble.


comment:
When I completed this interaction the first time, I placed the Design Output dragger last. Instead of getting the DO pop-up, I was taken directly to the next slide.


comment:
I tried the interaction again. Whatever dragger I place last moves me to the next slide without displaying the appropriate pop-up.


comment:
The Back button seems to be acting weird here. It took me to the previous feedback slide, not the previous interaction that brought me to the current slide. Also, in the interactions in this section the correct draggers always seem to be the ones on top. The incorrect answer draggers are always on the bottom.


comment:
When I clicked continue on the correct feedback layer of the previous interaction (spot-the-error-in-the-waterfall), I was briefly shown the base layer of that interaction before moving to the current slide.


comment:
The instruction bar should probably be unhidden when the Activity Introduction layer appears. Otherwise the instruction bar appears for a second and then disappears when that layer appears.


comment:
The help content is the same for this screen, so I don't think we need to draw attention to the icon


comment:
I broke this interaction. HTP, ping me tomorrow and we'll fix it... but the variables need to reset when the user moves on or the they get stuck when returning to this screen.


comment:
Let's try to make the font sizes the same in the cells. I can try if you want!


comment:
Update the dates using info in JG's earlier comment


comment:
Make radio buttons consistent. There is no highlight hover on the ones I saw prior to this screen


comment:
Instructions say "2020" when it should be "2021"


comment:
The back button doesn't take me back to the last screen


comment:
On the 23.1 that's already filled in the cell, remove the line/shadow at the bottom of that text box


comment:
Can we make the LA's pose change on this screen?


comment:
I can see the View P&L Values button in the image under the storyline button. Can we make the storyline button a little bigger?


comment:
The speech bubble is coming from the top of his head. Can it be moved to under the image?


comment:
Should "Submit" be "submit" in the Pass and Combine popup?


comment:
We need to change instructions for if a learner comes back to the menu after completing all sections. Something like "Click any section to review the information again."


comment:
The highlighting on the Help icon needs to match the highlighting used in the SPMT course.


comment:
The font in the speech bubble on the correct feedback layer looks incorrect.


comment:
The bottom part of the screenshot is missing. It should show the COGS Margin.


comment:
Again, part of the screenshot is missing. Ensure that it's not hidden in the Timeline.


comment:
I would delete the note to Roche in the lightbox for this screen. The note on the interaction screen itself is sufficient.


comment:
We should check whether Roche wants "regions" capitalized or not. Their materials are show it both ways.


comment:
I might re-write the instructions: "Click and drag into the blank speech bubble the information to share with the Regions."


comment:
Since we don't yet have the ThinkCell screenshot, I would modify the approach to this interaction with a callout that says "Note to Roche: This interaction does not yet have the ThinkCell screenshot. The purpose of the interaction is for the earner to input the data from the Business Case into the correct cells. This will be fully programmed for beta, one we receive this screenshot."  I would not let them input data here if the functionality doesn't work. Otherwise, they can't advance to the next screen.


comment:
The directional text is off for this interaction. Since the incorrect answer won't stick, the directions should say that. Also, there is no Submit button, the interaction auto advances once you drop in the right location. How much work would it take to make this a 3 tries and you're done interaction?


comment:
Add to James' input: "Incorrect answers won't stick."


comment:
Should the Lightboxes section of the Menu be visible to the Roche reviewers? I don't understand how they relate to the course since they aren't called out anywhere. Recommend hiding them from the Menu.


comment:
Feedback tool isn't working for me on the next screen. The green arrow above the Help icon is at a weird angle. Also, I thought we were adding a label to each icon so we knew what each was? Even if it only shows in a hover state. I may be wrong, but want to check on that.


comment:
The green arrow pointing to help is in a weird position on more than one screen. Double check globally.


comment:
If the learner doesn't need to abbreviate "earlier obsolescence", I wouldn't ask them a question on abbreviating it. I would just remove the 2nd multiple choice question.


comment:
Can't enter feedback on the next screen. Instructional text is confusing. Change the 1st sentence to "Click the Help icon to review the Business Case." Remove the last instructional sentence. They have to click the Help icon to see the Business Case to answer the question, so it's not really optional.


comment:
Move the note to Roche... right now it makes the group look like it's unclickable


comment:
Fix alignment of the draggers to the document


comment:
The text on the buttons look too large... is this consistent?


comment:
Try to place continue button in similar locations


comment:
Remove hover on the image under thinkcell and the business case


comment:
Use the same x-out button we use in SPMT


comment:
Let's shrink the dragger when it's picked up


comment:
Let's leave "click" out of it... just "Drag into the ..."


comment:
I'm unable to get past this page.  Every answer I click says it's incorrect.


comment:
As we work ......... sentence needs to change. Not clear of what we mean.


comment:
Please remove the process overview text from screen.


comment:
if we could have the role of lender/loan officer always in professional clothing, that would be more ideal - at least a polo/collared shirt vs a v-neck T. The hair would be fine if the dress was more appropriate to be honest.


comment:
Would like to see us add the word "may" before "eliminate remaining loan balance" or "GAP may pay off your loan", since there are exclusions, I always train to never say "GAP will pay off your loan...", so hoping we can adjust that here too.


comment:
confused by "lost cost protection" - but since its not right answer, may be intention.  And, since GAP is not insurance in many states, best not to refer to it as "policy" and maybe just refer to as "Our GAP protection...."


comment:
don't feel the instruction here is clear - may be better if the colors differed more - for instance, once you click the ones you've chosen, have it be green or something - the blue shading is not different enough for me to be clear which ones I've checked and which ones are unchecked.  And, having to have the right mix of two selections on one side and only one on negative might be why others can't get past this screen. I wonder if we could add bullets off to side stating the "needs" that were stated in earlier screen of this client - just to help staff recall the needs to be able to match them to benefits that match those stated needs.


comment:
little confused on this one - feel the instruction needs more. the scenarios weren't different enough - it seemed to me either scenario would work, but it only takes one - and that is going to differ based on perceptions, etc.


comment:
R&R Master content popup - there's a weird space between the first and second sub bullets.


comment:
sub bullet 2 on R&R Master content popup - "(which is typically...)" not it typically


comment:
country specific popup - weird spacing between bullets 1 & 2


comment:
Per Sandy's email this afternoon, remove "Start" and "End" circle. Remove first sentence in process over and change second sentence to "The Develop Site Activation & Enrollment Plans process is the development..."


comment:
When you return to page make it so the audio plays again but you can still click the milestone without it completing


comment:
pretty sure per line 21 that the last bullet for site manager should say "Ensure the Regulator/Ethics approval process is performed."


comment:
Per sandy's email, remove last bullet of popup milestone


comment:
onscreen Review the resources button brings up a different group of resources than the resources button in the menu. I assume they should be consistent?


comment:
Remove "These plans should be documented."


comment:
In transcript, please add bullets to the objective list.


comment:
The replay button stays on screen after you click it. It should disappear and show the pause button.


comment:
Per Sandy's email from today, please remove the "start" and "end" circle graphics.


comment:
In audio and transcript, remove second sentence "This process begins...."


comment:
In transcript and audio, remove second to last sentence "After all the site close-out...."


comment:
Maybe I am missing something, and I know they are Cummins charts but the legend %'s doesn't match the pie chart %'s


comment:
Zoom in button for Increasing gas production by key countries brings up larger version of Largest proven gas reserve graph


comment:
When you zoom in on Largest proven gas reserve graph you loose the red bar for Russia, it becomes a blue bar so the two images seem different, they just need to match.


comment:
Source for World Energy Demand is shown when you have all four graphs displayed, you have cut it off when you zoom in.


comment:
I'm not convinced that the lines Dan and Gloria use to lead into these graphs actually match the graphs, there seems to be a lot of overlap between this and the previous re demand for gas in general and then only the one graph re the sector that the gas is used in


comment:
I don't think the English is very good in this paragraph from Gloria, eg. This customer.... They opt for etc, perhaps try 'Customers such as this one with a stable electricity demand concentrate on producing power for their plant as efficiently as possible and as a result use the Single-turbo version of our genset. We also have other customers with the single-turbo version who are connected to the grid providing peaking power.
For customers in locations where the grid is unstable they favour the multi-turbo version which is better suited to variable loads.


comment:
Should we add to the grid connection line (if paralleling to the utility/grid) ??


comment:
Have we already defined the stoichiometric vs lean burn before this slide or are we assuming this is enough info


comment:
Global - capitalize roles such as Study Manager in transcript.


comment:
The third to last line that starts "For a site that is being..." add a dash between "close" and "out"


comment:
Wrong feedback ID here. Please make sure all instruction text is the darker color. First popup it's light


comment:
Last popup, second bullet, there is a an extra space between sentences. First popup, the direction text is the wrong color.


comment:
Global - Make sure all references to "close-out activities" looks like that... in the first line here we have it as "closeout"


comment:
Text change - this hospital uses lean burn gas gensets that run all year round


comment:
Global - Any instance of "close-out" that comes before a noun like "visit" or "activities" needs to be "close-out". See second sentence where it says "closeout visit" Thanks!


comment:
BTW, my global edits were referencing the site managers popup.


comment:
Site Managers popup, extra space in last sentence between "complete" and the period.


comment:
text change - we can also offer change to we also offer.... as in the next statement we can also do standby in 50Hz but its not a regular published offering,


comment:
IGNORE MY EDIT ABOUT CHANGING "closeout" to "close-out"  Please change all instances of "close-out" to "closeout" Do a global search. Sorry!


comment:
I reached out to Sandy about the PDF of the process map on this page. We may replace it with a link to the CDOS landing page. Or update with the new process map. I'll let you know.


comment:
not sure about this correct answer, CHP is not usually associated with cooling. Normally it is hot water and steam


comment:
The wrong transcript is showing up. It shows the process map transcript


comment:
Since Sophie recommended removing the PDF here and replacing with this link "http://lillynetcollaboration.global.lilly.com/sites/CDCI/os/SitePages/Home.aspx" I'd do that globally.


comment:
Cooling in CHP will this not just confuse Trigeneration


comment:
text change: ....the greenhouse is also using CO2.....


comment:
The map and dotted lines do not appear to following correctly


comment:
EDITS FOR PROCESS MAP: Remove "Start" and "End" circles. I don't see the line "Remember," in the final version back from Lilly. First popup, first bullet, capitalize "Study Manager". Make sure the replay button comes up after audio completes. Also, when you revisit the page make sure audio plays again and you can click the first milestone. Last popup, last two bullets need periods.


comment:
EDIT FOR PROCESS MAP: First popup, "principle" should be "principal"  Do a global check.


comment:
Purple popup, put a comma after PI and replace the dash with a comma.


comment:
Red poup, put commas before and after "Dr. Thompson". remove the dash


comment:
Protocol Change popup, capitalize the P in "planner"


comment:
Audio is missing last line in first paragraph, it starts "Key information may need to..."


comment:
Check transcript on this page. You have an extra space before the period in the first sentence. Also, you have some words that came through from the edits that are marked out like "legally" and "required" and there is a dash before not in the last sentence.


comment:
We have the same greenhouse that had CO2 blowing in that Gloria showed Dan and now the owner had a bad crop last year and wants a genset and needs to know about CO2, this makes no sense, we need to change the background


comment:
Check transcript. You need to remove a crossed out "study" and the last sentence doesn't match the audio.


comment:
We continue to provide feedback that says due to potential mobile usage we don't want any 'hover' options please.


comment:
If you decide midstream you want to review the failed conversation, it takes you all the way back to the beginning.  Is there a way to get back to where you left off prior to going to the failed convo?


comment:
Same comment as above for Gloria Gass convo.


comment:
If you use the menu in the top left to navigate through the course, it doesn't make the course map update (ie, it's still on the place you left off when going through the course page by page).


comment:
Last sentence remove 'emissions' and add a comma after 'NOx')


comment:
$110m market share does not align with tab 2 information on laptop. Am I missing something?


comment:
PROCESS MAP EDITS HERE: Please updated feedback IDs on process map. Remove "start" and "end" circles. In transcript sentence that starts "Let's start with the high-level..." remove "process" before "which". In the first milestone, first bullet, please capitalize "study manager". Second milestone, first bullet, add a comma after the first "ICFs" before "if" and delete extra space. Same bullet, delete extra space between sentences. Globally, make sure Master and Site-level are capitalized - See second milestone first bullet second sentence.


comment:
I think it gives added weight to the increase in the gas market and key drivers from a few different perspectives. The gas demand by region graph isn't easy to digest, so maybe this one could go.


comment:
on point 3: Know your competition 
Remove the words "in the target market segment". these are not needed
on point 4: Upstream Influencing 
Change sentence to : In order to increase our sales opportunities learn why it is important to call on operators in addition to shipyards.


comment:
DE I agree, maybe adjust the statement to 'can be more effective' as it may not be a driver for some customers. However it changes the context of the first two statements. Perhaps we need to adjust these too?


comment:
I would consider explaining the general nomenclature:
C2000 N6C = C - Cummins, 2000 (kW not kVA), N - Natural Gas, 6 - 60Hz and C - Continuous. That will be enough detail for this short course.


comment:
Great you covered my last comment. Might be worth adding a standby product title here ie C2000 N6, and note that the C is missing.


comment:
There are 6 marine segment the QSK95 targets.  Recreational(Superyacht), Commercial Transport, Passenger Vessel, Offshore, Government, and Specialty.  We should have examples for all six. The vessel graphics need to be improved. The recreational boat is a boat not a superyacht. Need an image of a superyacht. The little boat with the red flag on top is too generic.  A government patrol boat should be in this view and more distinct as a patrol boat / cutter vessel. An image for an offshore supply vessel needs to be added. Can actual pictures be used vs. cartoon images? For passenger vessel can a people/car ferry image be used vs. a cruise shop?


comment:
These need working on some more, they are all too similar and have typos within them, some words used in the wrong context.


comment:
Needs a bit more work. Not got any suggestions at the moment.


comment:
Second sentence is incorrect. Benefit of more air is lower emissions, the secondary benefit was it allowed more power. I think we should simplify this by stating that the gas composition needs to be reviewed and must be of a set quality to achieve full power. If lower than this value a Gas AE specialist (like Gloria Gass) can give a specific site rating.


comment:
1. it took me awhile to get what I need to do 1. on this page. Is it better to show the entire list upfront to remove the confusion.

2. However, I'm debating whether we need this exercise. The previous slide may be sufficient.


comment:
'Through the CHP process...' sentence is incorrect. Try combustion of fuel in air yields CO2 which can be used in the greenhouse after other unwanted exhaust contaminants are removed.


comment:
"Build your foundation for the future:".  To give this more of a member end-result focus, I might change this to "Protecting your member's financial future:"


comment:
The True/False question needs to be adjusted to reflect my earlier comment.


comment:
I'm ok to leave the 3 slides in too. It's interesting info.


comment:
Greenhouses do not normally have radiators or cooling towers. Heat goes to thermal storage tanks in European installations. Please add this as an option to point 3.


comment:
Please note it can also be called CCHP, combined cooling heat and power.


comment:
Seems to do a double run through the conversation before opening up the next button.


comment:
1. Let me tell you how our deisel generatyors can help you.
2. I'd like to explain how our lean burn gas generators can reduce these challenges...


comment:
First paragraph suggestion to add clarity to the message:

Did you know a vehicle starts losing value the moment you drive it off the dealer lot?  That vehicle's value will continue to decline during the first few years of ownership.  If the vehicle is stolen or totaled in an accident, this could create a gap between what your insurance company says the car is actually worth, and the balance of your car loan.


