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Work Report for Next Level

Prepared by Paul Corcoran and Alex Smirnov
Last edited 268 days ago by Paul Corcoran
Completed work through May 2023
Updates to the user types that are permitted through the SSO into the KL. This includes changes for team members or CSP members have full levels of access to the KL without needing the SSO to assign different roles.
We would like to update it to include Board of Directors or other roles and need this information to be confirmed.
This required direct edits to the live site and did not go through the staging account.
These edits did not affect other users or the KL outside of the new rules we established for the SSO information being passed into the site.
General Bug Fixes
We have worked on and updated general bug fixes as they have been reported for our team to action.
These include an unforeseen issue that happened after launch wherein users were able to create a KL user without SSO and when updating to their SSO account, it failed to pass the appropriate token (permissions we have established) causing the user to not see the appropriate content. This is resolved.
CSP displays
With the urgency of CSP displays being addressed, we modified and updated the individual CSP template as instructed through IFMA team members.
Automated publishing of URL FROM the KL TO the Airtable Database [This took around 35% - 40% of the budget internally, for clarity]
Originally we set the system up with a one way synchronization from Airtable to the KL.
We updated the site to pass the URL of the new post back to the appropriate Airtable post and have it visible for admin
Ads
We worked through the ad integration plugin to confirm all ad space sizes and displays so that future ads can be easily modified by admin
Need to share how google ads can be integrated and the ad dimensions shared and the timeline on when it can be ready to go. Need a date to sell by.
Analytics
Alex was given access to the google analytics
This will be completed by Next Week (6/1/23)
Nice to add into the KL - Category under the title, create something that is member only. Indicating the access type on the front end.
Research Page for the updated link to direct to
Dimensions to CSP logos - URGENT

General Tasks
0
Task Overview
Action Item
Notes
Page URL
Assigned To
Status
Screenshot
Ad Integration
2
Configure and customize the existing ad plugin to display ads on the website.
Open
Ensure proper ad placement and responsiveness across different devices.
Open
Done
Analytics and Reporting
3
Set up and integrate analytics tools to track user behavior and website performance.
Open
In progress
Create a password-protected frontend page for administrators to download full analytic reports based on set dates.
Open
Blocked
Access shared to Next Level from IFMA
Open
Done
Research and FMJ (Publications) Integration
2
Implement a seamless integration between the Research section and the FMJ publications.
Open
Streamline content management and publishing.
Open
Automation in Publishing Process
1
Develop an automated system to send auto-generated messages to authors when their piece is published.
Open
Live URLs from Knowledge Library to Airtable
1
Automatically push live URLs from the Knowledge Library back into the Airtable database.
Open
Done
Source CSP Listing Table into Author Table
1
Integrate CSP listing data into the Author Table for streamlined data management.
Open
Create a Single Source URL Field in Airtable
1
Develop a single Source URL field in Airtable to consolidate submission data.
Open
Link for Shop Items (Research Reports Integration)
2
Create a user-friendly interface to display and link shop items, including research reports, on the website.
Open
Not started
Executive report and summary
Open
Not started
KL Access
3
Staff Member - Automatically allowed access to everything on the site from SSO
Open
Done
CSP users - full access to the site
Open
Done
Board of Directors
Open
Done
Bug Fixes
1
Login Error
Open
Done
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