Added Talkspace templates, made some changes to Skuid's script and started the Blacklane script

This commit is contained in:
Norm Rasmussen
2022-11-28 19:50:30 -05:00
parent f77086d19d
commit 54b2817095
116 changed files with 735 additions and 13 deletions

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@ -7,10 +7,10 @@ Which days are best? Wed/Thursday
Partnership team
Other questions and known issues:
* What product plan do they have?
TODO: Change Jackie the owner to schools. Add Emily and Sally to distribution list.
DONE: Jackie the owner to schools. Add Emily and Sally to distribution list.
Jackie is the goto! Emily & Customer Education is the main use case.
Issues other people were having:
TODO: * The comms was not updating. Specifically, an image. There is a ticket from there. November 3rd a ticket was sent. They need an update by Dec 15th.
DONE: Thecomms was not updating. Specifically, an image. There is a ticket from there. November 3rd a ticket was sent. They need an update by Dec 15th.
TODO: * Auto activation with learners is not working. Fake user - Jackie Arthur, jarthur+25@wellapp.com is the fake users name.
Post-Meeting Notes:

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@ -33,3 +33,12 @@
* If it goes well, more markets will want this training.
* When everything is in-app, she's expecting higher adoption
* Do African markets adopt differently during the Winter Holidays? They may not celebrate Christmas.
## 11/28/2022
### Post-Android Release Meeting
Release of the new courses keeps being delayed.
Bolt engineers sent video of what the in-app training looks like, but the drivers see the category of the course. However, the course category is just for Doris. The drivers should not see the category on the course overview page.
TODO: Hide category from course overview page.
Doris also getting asked about the in-app learning launch.
She asked about Crowdin - a translation service. Do we have an integration?
TODO: Research a Crowdin integration. Ask Vera what her workflow is like.

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## 11/28/2022
### Demo for Larger Team
Karen & Maria will be looking after L&D back into Cluid and using Northpass.
Karen will be looking at IT functionality. Maria too, but mostly Karen.
Iulian and Aodhana are on the People team (HR).
Kira is also part of this team - also part of People & Culture with Iulian.
Iulian is pronounced "Julian"
Certificates are exactly what they are looking for. New Certs are perfect for them.
Aodhana to reach out to schedule more meetings with each team. Norm to bring in Tracy to help with the account.

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@ -295,4 +295,4 @@ Cami has decided to keep the flow as is and not integrate Fountain with SAP. SAP
Their key tech stack priorities:
* SAP
* SSO
TODO: Ask Rob if we can add the SAP ID (learner property) to the Looker Extract for Flink.
DONE: Ask Rob if we can add the SAP ID (learner property) to the Looker Extract for Flink. << THIS IS POSSIBLE ON ENTERPRISE >>

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@ -105,5 +105,5 @@ Recreating the partner training, and redoing it again next month. Sophia is hope
Big shift in the coming weeks. Begin planning a revenue generating professional development product. Two models are being proposed, both are asynchronous. The earliest they will discuss the gap analysis for theses initiatives if 29th, with follow up on the 5th. She will let me know on the 22nd if anything changes in their urgency and planning.
![Proposed Models](images/Larson_TrainingProposals.png)
TODO: Create a deck with all the limitations and advantages of Northpass. Due before Christmas.
DONE: reate a deck with all the limitations and advantages of Northpass. Due before Christmas.
Interested in the ILTs for the synchronous model.

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@ -173,3 +173,20 @@ Two items from Lizzy:
* Items trainer needs:
* Specific answers to questions
* Overall score
## 11/28/2022
### Weekly Sync - ADP Questions
How does the integration work? Stock integration should go quicker, correct?
They are trying to figure out the difference between agents and care team people like Lizzy, Mini, etc.
Position ID in ADP?
All agents have the same position ID number. Do Mini and Lizzy have the same ID?
Do agents need learning data? What is the main objective of getting data into ADP?
Where is this need of ADP coming from? Always on the roadmap, Lizzy trying to get ahead of it.
Hopes that in the new year that there will be new trainings in Northpass and can those integrate into ADP.
Lizzy thinks it may take 8... EIGHT... weeks to get an ADP resource to help us with the integration.
Another question from Lizzy: training for content creators is next Tuesday. She wants to know:
* What prep work does she need?
* What do we have to do?
* What are the next steps?
* How to structure the training?
* Permissions?

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@ -175,4 +175,4 @@ Molly and Taylor want more control of the process. They are trying to remove Fou
Angel/Jenna meeting with Integrations person. Follow up next week.
TODO: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses.
Amanda: Course setup as linear, Course example: B2B Introduction to B2B.
TODO: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.
DONE: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.

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@ -113,3 +113,17 @@ How do events affect userflow?
Certifications:
* Are these course based?
## 11/28/2022
### Document/Proposed Ideas from Mike and Abby
CMS/Resource Hub:
* Documents living in Northpass and then offered in a "resource center" in the Academy.
* Sort of like a CMS?
* People need quick reference to something like an SOP while they are _with_ a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but availble to learners as well.
* Where do the docs live right now? Google Drive, lots of overlap and duplicates. People can't access them quickly enough. It needs to be accessible via Search functionality as well.
* Learners use search all the time. Search needs to really help them arrive at their required resource.
* People are both searching and going to a "resources" tab and find the activity.
* They were unaware of the search functionality finding specific activities and the ability to go to that activity.
TODO: Look into Templates and fix their search functionality. It should _only_ show activities, not courses.