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DouglasElliman & other scripts

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Norm Rasmussen
2022-11-08 14:47:53 -05:00
parent fce96a5ea6
commit 22704920d8
14 changed files with 2286 additions and 35 deletions
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11
CustomerNotes/Aiim.md
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@ -26,5 +26,14 @@ Workflows Demo
* Service Hub is a HUBSPOT product
* She got stuck on a workflow
* CIP Exam, it should trigger for all learners not just a specific one
* But she is getting a trigger for "enter UID" which she doesn't want to do.
* But she is getting a trigger for "enter UID" which she doesn't want to do
* This should be for everyone.
## 11/08/2022
### Monthly Sync with Georgina
* Setup an incredible workflow in Hubspot
* NP activation link
* Dropped into Hubspot > goes in contact field
* Wants to explore gamification and badging
* Self gratification
* Wants to mimic duolingo

15
CustomerNotes/G2.md
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@ -96,7 +96,7 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* But Winter reports are coming soon around the G2 Reporting Course
* Make sure the script is run to remove people from G2 group!
## 10/24/2022
## 10/24/2022o
### Weekly Check in
* Katlin's numbers/metrics presentation was really good
* Everyone super impressed with numbers
@ -140,3 +140,16 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* Erin saw a certificate webinar - "How to build out a certificate program?"
* Mentioned having an interactive quizzes that are more than just True/False.
* Should we add a quiz at the activity with the most or least amount of engagement?
## 11/07/2022
### Erin is now the main POC for the Academy
* New email going out this week for the academy
* Wants to keep an eye on the numbers
* Northpass analytics workflow:
* She tries to check daily - quick glimpse
* School Activity
* Course Progress
* Course Popularity
* Goal for today: finish all the quizzes for the Profile Performance and Lead Management.
* Something that's difficult: Each section has limited information so you can only create so many questions per section, goal of 3 questions per section.
* She likes how easy it is to change the questions.

2
CustomerNotes/HappyCulture.md
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@ -20,5 +20,5 @@
* How are they going to change their business model?
* 2k per head, minimum 10 people clients
* Break that 2k into small chunks and charge x * 10 or x*20 depending on the number of people
* Break that 2k into small chunks and charge x * 10 or *20 depending on the number of people

35
CustomerNotes/Papa.md
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@ -126,3 +126,38 @@ Okta SSO - Ted, Security Team
* Tedd is sending the correct information at the first email, but upon the second email, he is sending this SAML stuff, and the wrong email is being sent.
* Kaitlyn to write up what Tedd needs to do to get the correct email.
## 11/07/2022
### Weekly Monday Sync
* Lizzy's items:
* First and foremost - SSO - will Lizzy/Kaitlyn's plan work? It should!
* Anyone who is deactivated according to Northpass will not be able to login unless they are reactivated
* Kaitlyn suggests we just delete everyone
* This way we can start totally fresh with these users
* Users without an SSO UID have never been activated or entered Northpass
* Active, current users will not be affected at all.
* Lizzy is referencing a few "one offs" whose training material is now in a different account? ie. Carmen Macias
* Criteria for deletion: Deactivated with no SSO UID
* For new people, do we have to wait for their activation to add them to a group?
* You could add them on Friday and add them to their group upon invitation.
* There is a high "no show" rate, so they need to be added that Monday of the first class.
* If these no-shows are removed from Okta, they will be removed from Northpass and/or inable to access Northpass.
* Pre-adding them to the group just takes away an extra step on Monday, because when they activate on Monday, they will just slot into their pre-created group.
### Chapin & Shala from Pal Onboading
* Pal Onboaring might be a black box/grey area of who owns it
* Chapin works in Pal Engagement
* Shala, VP of Marketplace and Ops (Chapin reports to Shala)
* Fill rates, engagement, etc is all under their purview.
* Pals have a webapp for onboarding training and then a mobile app
* Most Pal notifications are via email.
* Lizzy had given an update/presentation about Northpass at their ops meeting
* This is for the Visit Success team
* They fulfill Pals Visits
* This generated some interest from various teams, such as the above.
### Mini/Becca Care Center items
* Stef Owens, sowens@papa.com, Group: New Hire 10/31, Course 6.1 & 6.2
* What she is not seeing - some course updates
* She is going in through Okta, entering Northpass, and clicking "Learner Mode"
* Some new course versions and various items are not updating to her end.
* Publishing continues to be confusing for Becca

11
CustomerNotes/SwiftMedical.md
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@ -78,11 +78,12 @@ Kayla personal email: klambie@sympatico.ca
* Check whether a certificate is expired and then have them retake the course
* These are bonuses to their existing experience
* [ ] Separate Page with Completed Courses
* [ ] Retake Course button leads to certificate pdf
* [ ] Retake Course > View Certificate
* [ ] Most/all Courses are 1 year expirations - all will be same length
* [ ] Learner completes course with milestone, after 1 year, recert course becomes availble
* [X] Separate Page with Completed Courses
* [X] Retake Course button leads to certificate pdf
* [X] Retake Course > View Certificate
* [X] Most/all Courses are 1 year expirations - all will be same length
* [X] Learner completes course with milestone, after 1 year, recert course becomes availble
* Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?

22
CustomerNotes/Walmart.md
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@ -65,4 +65,24 @@
## 10/26/2022
### Weekly Content Sync
* Krystal needs to pull down some content and resources due to recent legistlation.
*
## 11/07/2022
### Free Form Courses & Changing the End of Course Screen
* Free Form Courses:
* Good news! The drivers are referring back to the resources (which is what we wanted)
* Bad News! They have to start from the beginning to find their resources.
* Will free form courses mess up the end of course screen?
* Once they are on the last activity, if there is no EOC screen, where should they go?
* Charlie: should the screen "hey, you have new resources available!" exist?
* Charlie: They could end up on the course overview page once they complete the resource, so they can review some courses.
* Charlie: Scenario: activity 2 out of 3, they hit next, see activity 3, hit continue, they go to the cover page and see that activity 2 and 3 are complete, but 1 aren't.
* The text ones with many activities need to be figured out.
* Krystal meets with them twice a week, so this needs to happen ASAP.
* Charlie promised to mock up two experience before the end of the week so that Krystal can share with the team.
* Two functionalities:
* 1.Continue buttons _always_ goes back to the course overview page so drivers can select a new activity
* 2.End of Course screen is skipped and people go back to the cover page at the end - OR - go back to resources home.
* Other feedback?
* Yes, video reosurces are not playing nicely with iOS.
* After the video is over, it takes over the entire screen and is hard to exit.