Track 2 — Articulate POC

Week of March 31 – April 4, 2026 — MCTE Week 2: Proof of Concept Build
Call Center Modules — Specialized Deep-Dive Training
Weekly Progress 0%
0
Completed
0
Total Tasks
4
Modules
2
Mini Modules

Module Pipeline — Full Modules + Mini Modules ›

1 Account Closure/Shutdown
2 Verification
3 inForm
4 Documentation (Manual Fallback)
M AA End-of-Call Documentation
M Upgrade Service Conversion
Wednesday, April 1 Day 1
Done ›
  • Mapped 20/22 screenshots to Account Closure storyboard — visual requirements nearly complete CAPTURE
  • Created Rise AI prompt for Account Closure course build BUILD
  • Started Articulate POC prod session — Account Closure Rise build prepped BUILD
Thursday, April 2 Day 2 — TODAY
Today ›
  • Account Closure module — Sections 0–2 complete (Welcome & Objectives, Why Accounts Close, The Routing Decision) MILESTONE
  • Account Closure module — Section 3: Closing PrePass Account (next up, left off here) BUILD
  • CRM screenshot capture — truck deletion, sticker deactivation, bond indicator, consolidation (live session needed) CAPTURE
  • Fix Account Security KB Section 15 — Brian Cooley reference (if edit access granted) CONTENT
Friday, April 3 Day 3
Upcoming ›
  • Account Closure — continue Section 3 + push into Section 4 (PrePass Plus/Tolls) BUILD
  • Review existing inForm videos on PrePass website — content discovery for future module CONTENT
  • Week 2 goal check: Account Closure Sections 0–4 targeted, storyboard review prep for Bill MILESTONE
Saturday, April 4 Day 4 — Week Wrap
Upcoming ›
  • Account Closure — overflow build time if needed BUILD
  • Update this tracker + PROJECT STATUS.md with week’s progress ADMIN

Key Dates & Milestones

Mar 26 Account Closure — 22 CRM/D365 screenshots captured (20 mapped to storyboard)
Mar 31 AA End-of-Call Documentation — published to Reach360, presented to Bill
Mar 31 Verification — Rise build completed (pulled forward from Thursday)
Mar 31 Bill Causse requested inForm training — added to module pipeline
Apr 1 Account Closure — 20/22 screenshots mapped, Rise AI prompt created, prod session prepped
Apr 2 Account Closure Sections 0–2 complete — resuming at Section 3 (Closing PrePass Account)
TBD Account Closure storyboard review with Bill
TBD Missing CRM screenshots — truck deletion, sticker deactivation, bond indicator, consolidation
TBD inForm content discovery — review website videos, scope module
TBD FG v3 reintegration pass for completed modules
Track 2 Weekly Tracker — Week of March 31 – April 4, 2026 — Articulate POC — Built with Claude — Created April 2, 2026