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.
- 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.
- 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.
- 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
- 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.
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.
- 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.
