Feature

Training Academy

A Direct View of the Real Training Experience

This page maps directly to the production training experience inside LIFEWiZE so agents understand the real learning workflow before they log in.

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Dashboard Skeleton

`/dashboard/training` (ClientTrainingPage)

`FolderCard` grid + two-stage folder hydration

Stage 1: `/api/folders/`
Stage 2: `/api/user/folder-status/`
Action: `/dashboard/training/notes`

Agent Foundations

First-touch scripts, discovery flow, and basic objections.

14 videos71%
`FolderCardSkeleton`

Casey's Content Vault

Content workflows and social scripts for daily publishing.

18 videos0%
`FolderCardSkeleton`

Appointment to Close

Multi-step objection handling and final close sequencing.

11 videos36%
`FolderCardSkeleton`

Retention Systems

Policy review and referral workflows for renewals.

9 videos12%
`FolderCardSkeleton`

Dashboard: Folder Grid - interactive demo

Dashboard: Folder Grid

ClientTrainingPage Layout

The dashboard view uses a responsive `FolderCard` grid with thumbnail, video count, lock state, and completion percentage.

Two-Stage Data Hydration

Static folder metadata loads first (`/api/folders/`), then user-specific access/progress hydrates via `/api/user/folder-status/`.

My Notes Entry Point

Agents can jump directly to the notes hub from the training header with a dedicated `/dashboard/training/notes` action.

Folder Workspace Skeleton

`/dashboard/training/[id]` (folder detail)

Subfolder Accordion

Course View

Module 1: Foundations

`Editor` notes panel

FeedbackModal
BadgeModal
Stripe Unlock

Folder Workspace: Course + Assessments - interactive demo

Folder Workspace: Course + Assessments

Hydrated Course Workspace

Inside `/dashboard/training/[id]`, subfolders and course completion states are hydrated from `/api/user/folder-contents-status/:id/`.

Video, Workbook, and Notes Tools

The folder view includes a course player, signed workbook download flow, and the in-page `Editor` for training notes.

Assessment and Completion Modals

`ExamComponent`, `CreateQuizModal`, `FeedbackModal`, and `BadgeModal` power quizzes, grading, and post-completion feedback loops.

Notes Hub Skeleton

`/dashboard/training/notes`

Folders & Notes

Notes Actions

Total notes from `/api/get-all-notes/`: 3

Selected for export: 1

Edit modal: `NoteEditorModal`

Save endpoint: `/api/save-notes/:course_id/`

Editing and export flow mirrors the notes hub behavior used by agents during training.

Notes Hub: Capture and Export - interactive demo

Notes Hub: Capture and Export

Folder-Grouped Notes

The notes hub pulls all notes by folder from `/api/get-all-notes/` and supports per-folder expand/collapse browsing.

Edit and Persist

Agents can edit notes in `NoteEditorModal`; updates persist through `/api/save-notes/:course_id/`.

Bulk Export to PDF

Selected notes can be exported as a single PDF with `html2pdf`, matching the actual in-app workflow.

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