Gainsight/CustomerNotes/Blacklane.md

# Blacklane

## Whos Who

    - Calum: Content, User journeys
    - Colin: Might be the same (has covid 7/5)

## Tasks

- [X] Create Flow Chart of Roles, Courses, NP Definitions etc
- [X] Lay out one course per role since we can't hide activities
- [X] Check with SE if we can hide activities based on role
- [ ] Create flow chart of how to create courses
- [ ] Annotated version of diagram - remove details
- [ ] Go through Master Course and look for holes
- [ ] Review

## Integrations

    - Salesforce

## Genzeral Notes

- currently hosting every module in survey gizmo and intercom
- Need to break these down into activities
- Components == activities:w
- Calum wants the academy to be a living, adaptable thing
- DEADLINES: End of July, all courses done, Mid-August, Launch
- Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
- Hasn't discussed how to introduce the Launch
        - soft launch without a big announcement,
        - content carts inapp
        - newsletters
        - Formal launch to follow
- Calum has google sheet with all the training structures
- Roles in chauffer - admin, provider, dispatcher, reviewer, driver
- Is there a priority/importance of the roles?
- Regardless of role, all training is the same, currently.
- Need to separate it based on permisionning. How to separate training?
- Each role is different, no monetary incentive
- New account gets all training under Y
- Each course will need to be for each category
- Salesforce integration
- What is the trigger for Norm to gain another permission? Partner portal just updates their chauffer - only admin can update a driver's rules and permissions
- Updated driver doesn't need to take new training
- Permissioning doesn't change very often
- If someone has dropped off the app for 6 months, they will have to redo the trianing
**7/19/2022**
Colin
Which access rights/permissions within BambooHR to turn on the integration
Separation of instances - chauffer and internal -S
Northpass chauffers and northpass internal -
Calum is sick now, surgery - next week he will return
Design for both - start with basic design
Integration into app in Q4 -
SSO for chauffers
UUID - not through email since they have duplicates
Integrating with salesforce - what needs to be done in their salesforce to turn on integration
Colin is very familiar with SFDC
Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers
Timeline Internal: HR team wants to use it right away, GDPR as first training

Just focus on content creation with Chris

Turn on salesforce
watch it not work
have p set up webhook script for learner completed
pass uid in enrollment URL/invitation URL
chauffer clicks, enrolls, takes course, webhook goes back to SFDC

Thoughts:
Turn on so enrollment object gets created
Once it exists in salesforce, with workato we can update xyz in enrollments object

**Meeting with Chris from Learning Team**
Any department has to go through initial training
Service Excellence team,

Newbies from Manila are contractors and don't have BBHR access
These are your customer care team

Berlin, LA, etc all have Blacklane Employees
ILT wont work because they have to do instructor led training within a course

## 01/18/2023

### Braze/Northpass

- Webinar and Learning Data should go into Braze. If Braze can store that data, even better.
- Store IDs in Northpass from Braze or Salesforce
- They need to limit API calls because Braze will charge them more with even more API calls.

Data Warehouse: Airflow - between warehouses.

Trigger would come from warehouse that X course needs to happen because of decision Y.