Service Listing 10 - Survey Magnet

Service Activities

The Service Activities below are listed in a typical completion order, but the order may differ by implementation.  The following Cadmium provided service activities are typical for a Survey Magnet implementation but may vary depending on the complexity of the Customer's use case and experience in the Cadmium platform.  An inaugural implementation typically requires 4-6 weeks; the duration of a subsequent implementation is typically 3-4 weeks.  A rushed implementation schedule may be feasible but might incur additional costs.

1. Kickoff call
2. Initial Configuration of Tasks
3. Software Training
4. Quality Check
5. Pre-Launch Review Call
6. Post Event Configuration Review

Service activities begin when the Customer completes the "Get Started" mission located on the dashboard of the Survey Magnet module which can be accessed by logging into myCadmium (https://mycadmium.com/) and clicking the 'Magnet' product bubble for the appropriate event.

Services not listed are outside the scope of this agreement.

Service Activity Descriptions

Activity 1: Kickoff Call

This optional and highly recommended meeting serves as the formal start of the project.  The typical duration is 60 minutes or less.  The meeting will be scheduled by Cadmium upon Customer's completion of the 'Get Started' Mission.  During this meeting, Cadmium will:

• Establish critical milestones and target dates.
• Gather implementation requirements and use case details.
• Discuss next steps including any tasks that are to be completed by the Customer.
• Schedule future training calls as needed.

Activity 2: Initial Configuration of Tasks

Cadmium will provide an initial configuration of tasks based on stated business use cases. It is the Customer’s responsibility to carefully review each task’s configuration and to make changes as needed.

Activity 3: Software Training

This optional and highly recommended activity is to train the Customer's Point of Contact on how to use the Cadmium provided software to support the Customer's use case.  A typical implementation requires 3-4 training calls with additional training available for complex cases or extenuating circumstances.  It is Cadmium's goal to enable a Customer to use the software independently.  Training materials including tutorial clips and written instructions will be provided as needed.

Training sessions are scheduled upon request by Customer, conducted virtually, recorded upon request, and tailored to a Customer's specific needs which may include discussion about Customer's use case requirements or review of specific module features and functionality.  Topics will vary, but may include the following:

• Labeling continuing education (CE) credit types and assigning credit values
• Using Question Types and best practices for evaluations
• Formatting certificates using the certificate builder
• Adding quiz questions and assigning quizzes to sessions

The following business use cases can be supported but add complexity, and therefore typically require additional training time:

• Multiple Continuing Education (CE) Credit Types
• Content or Attendance Restrictions
• Managing CEs for Hybrid events
• Awarding CEs for Posters
• Presenter Evaluations and Reporting

Activity 4: Quality Check

This activity serves as a final review of the site's configuration and completes high-level functional testing for quality assurances before Launch.  It is conducted by Cadmium upon request by a Customer and is completed only after all components are fully configured and tested by the Customer.

• Quality checks are requested from within the 'Launch Prep' mission found on the product dashboard.
• The completion of this activity may take 3-4 business days for completion.
• Cadmium will direct Quality Check feedback and recommendations, including suggestions for configuration improvements to the Customer within the Cadmium ticketing system.  It is the Customer's responsibility to review the provided feedback and to remediate critical concerns.

Activity 5: Pre-Launch Review Call

This optional and highly recommended meeting with the Customer ideally occurs one (1) week before launch and is used for reviewing the configuration and discussing any outstanding questions.  Topics will vary but may include the following:

• Address any remaining Customer questions related to configuration
• Working in worksheets
• Organizing and filtering data
• Using the Communications module
• Configuring the login page

Activity 6: Post Event Configuration Review

This optional activity provides a retrospective review of a product configuration following an event, to achieve optimal configuration for a future event.  It is conducted upon request by the Customer and may take up to five (5) business days for completion.  If inefficiencies or suggestions for improvement are identified, detailed feedback will be provided to the Customer via Cadmium's ticketing system.  The Customer may request a training call for further explanation of the cited recommendations.  It is the Customer's responsibility to review and apply any configuration recommendations provided by Cadmium.