# Flink

## 06/15/2022

### Tasks(old)

- [X] Need to Hide some courses for an offline assessment
- [-] In person assessment, so score must be hidden - pending not resolved
- [-] contact SE for hiding score - 7 quizzes across 7 different courses
- [X] Turn on search bar for them
- [X] Demo Workflows
- [X] Quiz as Survey functionality and best practices
- [X] Milestones?
- [X] Intro to Marek for Communications Beta
- [X] Map out workflow for duplicate or changing email addresses
- [X] Intro to Clementine and Simon
- [X] Intro to KJ for Analytics changes?
- [X] ILTs are the most important from Netherlands meeting
- [X] Map their categories presentation to Northpass best practices
- [X] Move course to Sandbox for testing - test many courses in carousel
  - [X] TESTING / Rider Onboarding - DE (ENG)
  - [X] And then 5-6 others at random
- [X] Change Collapsible Menu
  - [X] Course Scripts
  - [X] Articles > Help Center
  - [X] Move Contact to the bottom: Contact, Profile Settings, Sign out
  - [X] Rider App
- [X] Add Language Buttons such as in Canva (top right)

### Notes(old)

New app launch during July, workforce support
These support apps will have links to Northpass
Customizable HTML web page
With learning paths courses are more sustainable
LP good for grouping certain content
How about setting up a certain groups
They are rethinking groups and need to transition their group hierarchy
Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
Figma file questions
They need more training and enablement  They will follow up for Figma files and setting those up for design

## 07/07/2022

- MCA COLUMN ORDER:
  - School ID
  - Learner Name
  - Email
  - SSO UID
  - Groups
  - Course Name
  - Course Version
  - Enrollment Day
  - Attempt STart
  - Attempt End
  - Attempt Number
  - Course Progress
  - Last Activity
  - Last Activity Date

Align on points of contact
Concerns? They are the main contact for all back end structure and content
Some teams - Simon's team for example - are country managers, such as Netherlands
Workload balance - should someone else be working with Simon?
Patrycja for urgent things? Can Anna keep working with Patrycja

Simon's requests are not a priority sometimes
Flink needs to align with the market and some concerns are not right now
Priority right now is revamping everything in Northpass
Camila and Soner are main POCs for *everything* within Northpass

AGENDA FOR EACH WEEKLY MEETING - align that the markets priorities and requests are actuall priorities

Canva Demo
Logic for beginner, if you complete half of the must haves, you're at level X
All within northpass courses
Rider APP > open mobile app
If desktop > go to a URL

Can we setup a login of button groups?
Course Scripts : a need/vision, they want to read transcript of courses
Can we add duration on course card within LP overview page?

Events are a new push
    - Talks from Hub Managers
    - Already fruitful for Netherlands
    - Will be used by other markets
    - Main district (Germany) were not involved in the events originally, and now they will be aligning on strategy
    -

Analytics, need hub based metrics to give to the managers

Soner - one of the priorities are the reports he asked for
**Quiz hiding the score:**
    - If it is too hard, don't worry
    - This is a one-time case
    - Not super high priority
    - Doesn't make sense to push for this right now

Front end layout - let them know what is possible
Next steps is categories, groups, and labels
They need to clean these labels, make them easier to understand
Filter by certain category labels i.e Marketing courses, etc

HM = Hub Manager
IA = Inventory Associate

Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass
From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses

They should then filter by
Two main labels for learning, Market Label & Language Label
They need it to be cleaner for the backend
People should be able to see multiple languages

There are multiple flows - HQ Cascade Content & HQ Diverse Content
Soner's suggestion, Each course is a contact in your phone and then you add different fields, so must have is just a label or category or ribbon
The most important thing is a clean view to see what their first/must complete courses are
All courses exist within this Matrix of circle courses
Eventually, they want hub managers to have a clean view of their employees, aka their hub
SAP is the goal for single source of truth for data
Zapier, Quinyx, BambooHR,
Okta is coming for SSO for access

*Overall Deadline*
Everything before Q4, SSO, Frontend
Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.

Single Course Analysis - because they wanted a dashboard
Course Completion - because they wanted to see who completed it
    * Course completion NO should show up regardless of attempt start

## 07/26/2022

Training and Content Team for Netherlands, Switzerland, Austria
2nd biggest market with 65 hubspot. German is the biggest with 100+.
Distribution/Hub manager for Netherlands
Has some bottle necks:
    - MCA and 5000 entries
    - Learning Path Analysis

They manage everything from a google sheet
Hub managers have access to this google sheet
Currently manually sending emails and follow ups - NP communications are weak
Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer)
Scheduled Delivery would be great too
This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered
Source of truth is Big Query or Looker for the country manager and job title (HUB)
Can we API into the properties?
Wants weekly analytics -

Other Hot topics in the Netherlands:

- Frustrations with ILTs
- People can register for multiple sessions within an event (they shouldn't be able to)
- Can we prevent them from multiple sessions?
- Simon doesn't have the admin possiblity to unregister people from sessions
- He wants to register and unregister people
- If Simon increases the number of seats, that person can't re-register because they have already been denied
- Waiting list isn't good because a denial is a forever denial
- Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
- In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
- Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
- Don't like that you need multiple courses per language.
- Quizzes: needing multiple quiz for every language.

## 08/11/2022

- Reporting
  - They are combining course a, b, and c into a new course A -OPPOSITE
    - If course a is complete, then new courses a, b, and c need to be completed
  - So everyone who has already completed those courses needs to be marked as complete in course A
  - How can we mark someone as complete?
  - People should be enrolled in the new course
- Courses
  - number of enrollments
  - Ask soner
- Needs info on events
- Upcoming on the global level

## 9/22/2022

- Banner Width smaller
- Mobile view search bar becomes too short - Phone view
- Chevron Carousel is okay for many courses
- Embed our Workforce Contact
  - If you click contact, it will send them to a website hosted by Flink
- Soner to send brand guidelines & which buttons should be removed from collapsible menu
- Questions about Preview as Manager vs Learner
- Allow them to update FAQ on their own
- collapsible menu not showing in mobile

## 10/06/2022

- Cami and Soner to pull their own analytics
- Unsure what those key metrics are
- However, they currently look at:
  - Completion % of courses
  - Number of completed courses
- Planning needs to happen about what those analytics are
- Main priorities, cateogries, ensure the front end is "Flinky",
- Reduce banner slightly, Cami to send a picture of what she wants
- They want to launch ASAP, but need to find a window that works best
- Wednesdays are generally slow and could be a good transfer day
- Wednesday 10/19 - tentative

## 10/13/2022

- Soner to work on communications plan and roll out

## 10/20/2022

### Almost ready to launch courses

- Starting on categories and groups - Patrycja sent an email just before the meeting.
- Cami wants to know what we need to do before launch - is categories and groups the last big item?
- Categories will only have the role. Groups will have front end groups? Not sure
- Cami asking: can we trigger cateogries with different groups?
  - Yes.
- Each course can be in any number of groups *and* categories
- Patrycja is asking: what courses should be *assigned* and which should allow self-enrollment?
- They have targeted content in the platform. Enrollments and Course Interest is not very important.
- Everything will be assigned. All courses must be taken by the learners and the real metric will be course completion.

Order of operations:
    1. Assign Categories to a Group
    2. Assign Courses to a Group

- Cami has also shared the accurate names of the groups and categories.
- Groups = Training, Onoarding DE, etc. Mapped to each country.
- It may be that we're missing one of the groups, but lets trigger what we have for now for testing.
- We have to clean up the groups and move over 1,000 people into the new group. Patrycja said if they sent us a CSV with the new groups people should be in, we can do it automatically.
- Netherlands has yet to be aligned. Soner to share groups.
- Soner requesting a list of groups and the names of learners in those groups.
- Cami to instruct us and support on cleaning up the groups.

*What steps need to be accomplished to launch? Cami wants to begin the transfer tomorrow, 10/21/2022.*
    1. Creating the course categories and assigning them correctly. Adding courses to the groups also needs to be done.
    2. Begin transfer of templates behind the scene. This may take some time and *could* bring the academy down for a bit of time.
        - Considerations: they have this "home quiz" which is due on Friday
        - Best time is Friday evening Berlin time.
        - We need to let Flink know when the transfer is starting and if the site goes down.
        - Then let them know when it is finished.

*Soner Design Changes:*
    - The hero image height should be smaller. Cut off from search bar and below and then re-center the search bar and title.
    - Include Privacy Policy and use the same Footer on [Flink's Website](www.goflink.com)
Final item: Cami will get back to us when categories are done.
Northpass team to do final QA today.

## 10/27/2022

### First Meeting after Launch

- Positive Reviews!

Some Topics from Cami

- Front end:

  - Soner shared some items from the front end stuff
  - Is there anything missing from the Flink side to help improve things?
    - Patrycja: a better design understanding of the search.
    - Cami - do we need to show courses?
  - Soner Front End stuff:
    - The search works, but once you search for a course, some cosmetic things need to be changed.
    - Search results is slightly covered
    - Results are showing courses that they are not enrolled in
    - Screen had two handover processors - that's because learners are enrolled in both courses. This is normal functionality.
    - Back to my Courses in course viewer is not functional.
    - Search didn't work on dashboard?
    - Flink logo should go to categories page. Not the status page.
    - Language button isn't working as expected. If they click English, all the courses disappear. If they click German, all courses disappear. On home page, all courses of *both* languages show up.
    - Properties, if admin saves property as uppercase, it reverts to lower case. Bug?
    - Location and Languages *should* be working as expected.
  - Soner has also received questions about course completion:
    - Some people complete the course in one language, they want to mark the other course as complete.
    - Also, they provide a survey at the end of the course which the person can't take because Flink doesn't allow retakes.
    - If people get moved between groups, so should courses?
- Items from Camila:
  - They are setting up auto-triggers with Fountain, which is being discussed with Nino's team (along with Patrycja)
  - Can we link Northpass with Braze?
  - Cami to send over the User Experience/Flow for a good integration
  - We need clean data, which can complicate it
  - Trigger should be: if you didn't complete the training, send a Braze notification.
  - Braze trigger would be time delay + check completion - if no, send notification
  - Patrycja will still need a clear flow/infographic to understand what they need.
- One last item from Cami:
  - Data from Northpass seems good
  - But some people are assigned as Pickers when they should be Riders
  - They are anxiously awaiting Rob's extract
  - Flink team really wants to merge IDs of learners
  - This is necessary to clean up data

## 11/09/2022

### Meeting re: Fountain Integration

- They switched to prereg in December because of learner invitations and notifications after being invited by SAP Litmos
- Fountain requires OpenAccess, hence why they are getting errors in Fountain Flows
- They also want to make sure IDs match up across all their tech stack. What they are failing to understand is that importing each ID into each separate piece of technology is *NOT* best practice. Instead, they need all the data to flow INTO their source of truth and pull the data from their.
- Camila also wants to add the ID to their data extract, which I don't know if it is possible. They need Enterprise.

## 11/17/2022

### Weekly Sync - No Agenda

Cami has decided to keep the flow as is and not integrate Fountain with SAP. SAP is a custom integration. Fountain is basic, but it has been turned off. What they requested to turn on Fountain would change the auth method and cause issues downstream. Especially with messy data. So for now, we will leave everything as is. Fountain *may* be re-integrated in Q1 of '23.
Their key tech stack priorities:

- SAP
- SSO
DONE:  Ask Rob if we can add the SAP ID (learner property) to the Looker Extract for Flink. << THIS IS POSSIBLE ON ENTERPRISE >>

## 12/8/2022

### Camila, Flows & Workato

- Soner is no longer part of Flink

Cami & Flow Clean up:

- Main goal is to create a local table
- They need to clean up and back fill users
- They are developing a list
- Push the data, with these key values:
  - SAP IDs
  - Email, Second Email
  - Role
  - Market
  - Hub* (MAYBE)
- Issue is, the export they are requesting, the SAP team thinks there is too much compliance and legal items.
- This is definitely coming in before the end of the year.
- She is also requesting who is active and deactivated in their list.
- Then, we need to align on the clean up. Criteria:
  - Deactivate all those that are marked as not active. Check by SAP ID, if there is no SAP ID, then check by email and second email.
  - Second, merge accounts based on goflink and flink email. Keep the accounts with more completions. Also, include the SAP ID. Everyone from Flink will have an SAP ID.
    - Criteria and logic: Keep most completions first, then onboarding training, etc. We may need to share nuanced criteria and cases with Cami
  - Question from Norm: is the SAP ID the same as SSO ID?
  - Once everything is clean, then they can turn on SSO. The email from Auth0 or Okta will be the main email of the person.
  - The main email in Northpass should be the GoFlink

After this, account creations need to be solved and how to avoid duplicates. Currently, there are clean creations from SAP.
Netherlands mentioned that some people were new joiners did not have access to Northpass.
She is very excited about the backfill and this will be super helpful.

## 12/15/2022

### Clean up Update

Cami has the file and ready for the clean up. But she needs to clarify some things.
Matching needs to be done via 3 values:

- SAP ID
- Business Email
- Personal Email

Keep the accounts with the most course completion, specifically onboarding courses.

The data is very sensitive for the company. Even with the NDA, the company wants it encrypted.
Password: Flink23
She will also send the email with the file and a disclosure. Norm to reply with a "Received" or "Acknowledged" message.

Deadline: First week of January, or ideally if it can be done next week.
Include Anna with any questions regarding the clean up and matching.

## 01/31/2023

### Follow up on a few items

Agenda from Email & Responses:

- Is it possible to set up a new open access section in northpass ( as a new "school" section)?
  - Do you mean a whole new instance? A new academy with a different authentication type would change your contract, so I get you some details on that. If you just want a page within your academy with different materials, that is not a problem at all.
- SAP webhook, we have some bugs on account creation.
  - Do you mind sharing what bugs you are experiencing? If it's shared now, we can explore these before our check in.
- Clean up final steps and backfill, maintenance of profiles updated.
  - Sounds good.
- Can we include on our reports the columns staff ID, hub and the information that we shared for the backfill? We will need it to create our dashboards.
  - Currently, properties are not available in the extract, but it is on the roadmap for the first half of this year for our enterprise clients. The person who created the custom extract your team is using will add them to your extract whenever they get that done. I will let you know when it becomes available.

## 03/06/2023

### Demo to Nino and Jenny

Focus is open access. Anna's email description:
> So the Workforce Growth team is looking for a solution that they can use in their assessment centres, so before we hire someone, which is why this needs to be open access. Additionally, they are looking for better ways to push training directly to Riders and Ops Associates, for instance through Braze. As part of this search they are also talking to Edume. Now, to best prepare for the call next week, it would be great if you could show us:
>
> 1. What is generally possible in terms of open access, ideally focused on this assessment centre use case - if this means that we need a new instance, it would be good to get some initial pricing as well
> 2. Options to push ad-hoc trainings via Braze

Fountain flow - watch video and take quiz.
This whole idea is new. Self service video+quiz
Braze use case is different. Braze would PUSH the onboarding flow.
If used id x completed the course, then push certain information

Assessment Center == Fountain
Current Riders/Pickers == Braze

Nino used Northpass back in the day. But not recently

Main goal is to boost conversion but they have some limiting factors. They need to increase conversion while keeping
stable experience.

Timeline: the sooner the better. Everything *should* be ready before end of March.

