Follow-up training: dashboards and renewals view
Email threadLaura suggests a second session on the renewals view and per-client dashboards. Jasmine agrees for Thursday afternoon, will invite more colleagues and may ask Monica to get the rest of the forty seats in use.
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What this says
As at Fri 9 Oct 2026Laura suggests a second session on the renewals view and per-client dashboards. Jasmine agrees for Thursday afternoon, will invite more colleagues and may ask Monica to get the rest of the forty seats in use.
Ask: Laura proposes an hour on the renewals view and simple dashboards for each employer client.
Customer view: Jasmine is enthusiastic: the team has been asking about renewals all week and there is "clearly appetite now".
Next: Jasmine may raise filling the remaining seats with Monica.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2026-08-03
Last message2026-08-04
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Laura Penhaligon 3 Aug 2026 17:22Hi Jasmine, Good to see more of your team using the brain over the last few weeks. Since the first session went well, I'd suggest a second one focused on the renewals view and how to build a simple dashboard for each employer client. Would later this week work, or is next week easier? I can keep it to about an hour again. Thanks, Laura
Jasmine Coleman 4 Aug 2026 10:25Hi Laura, Yes please, that would be great. The team has been asking questions about renewals all week, so the timing is good. Thursday afternoon works for me, and I'll ask a few more colleagues to join, as there is clearly appetite now. If it goes well I'll ask Monica about getting the rest of our forty seats in use. Thanks, Jasmine
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