diff --git a/CustomerNotes.md b/CustomerNotes.md index 6a8e49d8..43fc7267 100644 --- a/CustomerNotes.md +++ b/CustomerNotes.md @@ -50,32 +50,32 @@ Goal of this project: - [X] Channel Cards should say 33% viewed not complete - [X] Add timing to activity titles (Melinda) - [X] Add timing to channel card (Northpass) -- [ ] Challenging Case Content, split into different courses -- [ ] Dont share SCORM course Phaco Funds with Dr. Sam Garg +- [X] Challenging Case Content, split into different courses +- [X] Dont share SCORM course Phaco Funds with Dr. Sam Garg - [X] My Topics - changing to what? -- [ ] All Channels should be All Topics -- [ ] Learning Paths >> Programs -- [ ] All other topics >> Modules -- [ ] Remove Zero_course function/codeblock +- [X] All Channels should be All Topics +- [X] Learning Paths >> Programs +- [X] All other topics >> Modules +- [X] Remove Zero_course function/codeblock - [X] Add copy and all contents to footer - [X] Check on viva code for legal - [X] Grey scale certain pictures that are not availble to non-logged in users - [X] Add privacy links to reg page - [X] For non-logged in, Events and My Topics should not be availble - [X] Melinda to provide links to privacy policy, cookie, etc -- [ ] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty, +- [X] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty, - [X] Ask Marek about newsletter communiciations and if we can segment by certain groups or people -- [ ] See if we can expand the number of Properties -- [ ] State, Region, City, are all needed Properties -- [ ] If we need to back off on card content properties (course properties, such as time) -[ ] Programs > Bummer, you're not part of any programs -[ ] Other Topics > Yikes! You aren't accessing any any modules -* [ ] Ping Tigue regarding [BPRA](2022-07-25_bpra.md) +- [X] See if we can expand the number of Properties +- [X] State, Region, City, are all needed Properties +- [X] If we need to back off on card content properties (course properties, such as time) +* [X] Programs > Bummer, you're not part of any programs +* [X] Other Topics > Yikes! You aren't accessing any any modules +* [X] Ping Tigue regardig Events should be figured out by our demo - -* [ ] Add featured content spotlight box that moves the 4 boxes down -* [ ] Can we showcase videos on the main page with a little modal? -* [ ] Add all groups as per Kaitlyn's info -* [ ] Wants to start putting in content by the 15th August. +* [X] Add featured content spotlight box that moves the 4 boxes down +* [X] Can we showcase videos on the main page with a little modal? +* [X] Add all groups as per Kaitlyn's info +* [X] Wants to start putting in content by the 15th August. * [ ] Create and send document for Melinda's instructions to add categories. In person events should change register button to "remind me" @@ -90,6 +90,7 @@ Chapter Content Registrations will be a link that Melinda will manager ### 7/18/2022 + Role is what will decide what content they have more than region or location Content is by role Events is by State @@ -345,6 +346,19 @@ Role/Dept based Onboarding They have a mock up of their design for the page (Figma Mock up) +## Original Agenda for Account +* Events: workshops or presentations with a live audience (in two forms: with limited and unlimited seating) +* Recordings: recorded videos from previous workshops or presentations that can be viewed at any moment +Compliance: mandatory courses on topics like Data Security or Workplace Inclusivity through our provider Everfi. Regarding their output, I was able to find on their help-centre that they use SCORM 1.2 & SCORM 2004 (3rd edition). +* Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already +* Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc. +* Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters +* Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc. +* Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating. + * ERC Custom Page with categories for each department + * Sub pages of custom pages? +* Using ILTs dummy pre launch +* # Swift Medical @@ -445,8 +459,18 @@ Next Sprint or following - 2-4 weeks Daniel has been the WildHealth dev working on this - [ ] Send documentation and endpoints (person created, person added to group) - [ ] Will a user that gets activated count against their MAL? -- [ ] +diet -> +diseas specific -> autoimmunne +module 7 -> coaching philosophy + +* [ ] Wild health academy - old publishing +* [X] Shopify tips: + * [X] Flow of Emails - Receipt + Invitation (this one lags) + * [X] Discount is on the last page, tell people to wait + * [X] Shopify's customer service isnt the best, so be diligent + * [X] Know your ProductIDs + * [X] One Product per Course # 4Pillars Code igniter information @@ -627,8 +651,8 @@ Vegas Conference - 1st week of September - September 13th Full embed Ideally Either via API or embed Open either way to the various options -- [ ] Requested an overview deck -- [ ] Has reviewed Developer Docs +- [X] Requested an overview deck +- [X] Has reviewed Developer Docs Quantuvos app, video session and can join to take it * SSO * @@ -638,7 +662,7 @@ Wants to align nomenclature and definitions between our company and theirs For Quantuvos, a program is a coaching application They work with company A, and they want all mid-level managers to be upper level by theend of the year Then 3 groups - IT, sales, and HR managers, those are each different programs and should have access to different types of content in Northpass -- [ ] Create a draw.io diagram for their programs and how it would map to groups. +- [X] Create a draw.io diagram for their programs and how it would map to groups. Will they piece meal or full embed? Full embed out of the gate and then add elements later on @@ -653,8 +677,6 @@ And multiple coaches to multiple clients Sounds like they are similar to CSM And 2 coaches on 5 clients who are managing the same account but their subsets will be different. - - ### Where is content? Categories are set in stone @@ -662,6 +684,25 @@ Lists are curated in those categories From their own coaches - Proprietary Content The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc) +## Meeting with Group + CEO +* one group per customer + * A program is a subset within a customer + * Subscribers are the whole group +* all courses for that customer will be in that group + +* There are also "subscribers" and "coachees" +* Center for Coaching Effectiveness (CCE) Content +* Can we share a specific activity and have the learner go straight there? +* Course per coach? Or Course per topic? +* Can Auth0 use Groups? Why not? + +- Asia and Sources of Content - + - Right after coaching session, coach wants to send their own content to the client + - But send it within Network-Q + - 1st marker for sending content - coaching path and client sends survey and what they want to be coached on + - 2nd marker + + # CIBC ## Categories and Flow @@ -689,6 +730,8 @@ She might need to connect with us to utilize the platform Andre in that meeting aswell + + # SPS Commerce ## Todo Lists @@ -827,7 +870,20 @@ Context, they want to have everything setup in Northpass by Q4 because they are - [ ] Intro to KJ for Analytics changes? - [ ] ILTs are the most important from Netherlands meeting - [ ] Map their categories presentation to Northpass best practices -- [ ] + +## Topics for when Cami and I are out +* 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 + ### Notes @@ -1266,3 +1322,38 @@ How can we dynamically associate learning paths or "next course" based in learni Within a month Marceline will have some additional information and it seems like good news for her (a promotion?) Next meeting: September 2, 2022 + +# Bolt + +## People +* Doris +* Training with Figma interface +* She likes it, but it's not great for learners. + +# G2 + +## Kick off Call +* How can I be helpful for the first week? + * Launched by September 14th + * Full launch + * Lots of internal teammates who are anxious to kick the tires +* New CED & Marketing Manager - Erin Boyd +* Liz is project manager for product + * She is the tech POC + * Travis is tech person + * Tori is UX designer + * Michelle is PM for myG2 +* Katlin to manage kickoff, then Erin will take over + * After Erin takes over, Katlin will be strategic vision +* Long term goal: public facing certification - 2023 at the earliest +* Embedding the university into the help widget +* Slight design changes might need to happen + +Concerns? None, Mitch and Jordan need to do salesforce piece + +They feel like this has been talked about for a longtime. Just waiting for a GO signal. + + + +* Salesforce integration +* Launch with 9 courses diff --git a/NP_Custom_Templates/customer_templates/.DS_Store b/NP_Custom_Templates/customer_templates/.DS_Store index f9963a77..37db0383 100644 Binary files a/NP_Custom_Templates/customer_templates/.DS_Store and b/NP_Custom_Templates/customer_templates/.DS_Store differ diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_cards_course.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_cards_course.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_cards_course.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_cards_course.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_cards_featured_course.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_cards_featured_course.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_cards_featured_course.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_cards_featured_course.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_course_details.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_course_details.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_course_details.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_course_details.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_footer.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_footer.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_footer.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_footer.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_head.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_head.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_head.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_head.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_header.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_header.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_header.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_header.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_section_faqs.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_section_faqs.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_section_faqs.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_section_faqs.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_section_instructors.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_section_instructors.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_section_instructors.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_section_instructors.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_section_popular_topics.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_section_popular_topics.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_section_popular_topics.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_section_popular_topics.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_section_professionals.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_section_professionals.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_section_professionals.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_section_professionals.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/_sub_navigation.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/_sub_navigation.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/_sub_navigation.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/_sub_navigation.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/catalog.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/catalog.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/catalog.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/catalog.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/community.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/community.html.liquid similarity index 100% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/community.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/community.html.liquid diff --git a/NP_Custom_Templates/customer_templates/Climbing_Norm/homepage.html.liquid b/NP_Custom_Templates/customer_templates/Academy Climbing/homepage.html.liquid similarity index 79% rename from NP_Custom_Templates/customer_templates/Climbing_Norm/homepage.html.liquid rename to NP_Custom_Templates/customer_templates/Academy Climbing/homepage.html.liquid index 39ecd8d3..cd6c6d30 100644 --- a/NP_Custom_Templates/customer_templates/Climbing_Norm/homepage.html.liquid +++ b/NP_Custom_Templates/customer_templates/Academy Climbing/homepage.html.liquid @@ -28,11 +28,13 @@ {{ homepage.featured_courses_subheadline }} -{% if courses.featured.any? %} -