diff --git a/CustomerNotes/Chek.md b/CustomerNotes/Chek.md
new file mode 100644
index 00000000..09573833
--- /dev/null
+++ b/CustomerNotes/Chek.md
@@ -0,0 +1,23 @@
+# Chek
+
+## 12/7/2022
+
+### Sync with Abdul & Callum
+
+Items from Abdul:
+
+* Brian is working on Hubspot/NP Sync not working
+* Brian's response time, Abdul concerned about how long it took.
+* Shopify & Custom Integration for selling Learning Paths. They create LPs and Products but it doesn't happen regularly. Currently they attach the product to the first course in the Learning Path.
+ * Abdul to send over a list of Learning Paths and Product Codes
+ * Total: 15 total LPs & Products
+* Using Accredible via Zapier, but Zapier breaks down a lot.
+* Can we add a session recorder into a page to watch what people are doing?
+
+Feedback from Callum as Head of CS:
+
+* Main issue, which may be user error:
+ * A lot of milestone issues. Someone may have finished an video, but the Milestone doesn't open up and let them continue
+ * No common course, but common people which may make it user error.
+
+TODO: Send Abdul a list of Enterprise features and cost. He will then send it to Gabi.
diff --git a/CustomerNotes/Papa.md b/CustomerNotes/Papa.md
index 832c17d0..2e28dbb0 100644
--- a/CustomerNotes/Papa.md
+++ b/CustomerNotes/Papa.md
@@ -1,14 +1,16 @@
# Papa
-## 8/30/2022
+## 8/30/2022
+
* Issues that may happen:
- * ADP is the brain - Integration
- * Transferring from LMS
- * Corporate & Care on Lessonly
- * Pals on Northpass
- * Integration with Snowflake and Looker in Phase 2
+ * ADP is the brain - Integration
+ * Transferring from LMS
+ * Corporate & Care on Lessonly
+ * Pals on Northpass
+ * Integration with Snowflake and Looker in Phase 2
### People
+
* Katie - Senior Learning - Care Team
* Lizzy - PM on Katie's Team
* Mini - Senior Training on Care Team
@@ -21,172 +23,195 @@
* Natasha - HR Generalist for HR Operations (under Amanda)
### Level Setting & Introduction
+
* Northpass was already being used for PAL Training & Support
* Separate Instances for Internal Side & External Side
* Lessonly Contract Expires on October 4th
-Katie & Lizzy never want access to the Pals side
-People should be in isolated instances
+Katie & Lizzy never want access to the Pals side
+People should be in isolated instances
Care center vs Pals
-ADP Integration -
-Okta SSO - Ted, Security Team
+ADP Integration -
+Okta SSO - Ted, Security Team
## 10/03/2022
+
* Rebecca has been in Northpass a lot as the main creator
-* Needs some clarity on items
+* Needs some clarity on items
* Not using the platform in an ideal manner
-* Didn't double check all the quizzes that were put in
-* Drew's team also made more than a few mistakes putting in Quizzes
+* Didn't double check all the quizzes that were put in
+* Drew's team also made more than a few mistakes putting in Quizzes
* Currently, Papa wants quizzes and assignments to be a single assesment
* They also want there to be grading and adjustments to the grading after completion
-* Instead, we will have to create properties and custom code the weights to create a per-quiz grade and a final, weighted average quiz.
+* Instead, we will have to create properties and custom code the weights to create a per-quiz grade and a final, weighted average quiz.
## 10/04/2022
+
* Meeting with Tedd - Okta has joinpapa.com
-* It is being sunsetted and everyone is moving to papa.com
+* It is being sunsetted and everyone is moving to papa.com
* Q1 2023
-* Possible solution is to add a regex to the logic and ignore joinpapa.com
-* Is there anyway we can move everyone to papa.com even sooner?
-* Northpass is grabbing the SSO Id that's being provided by the regex, but we're also grabbing another parameter, which is an email
-* Kaitlyn set up a sandbox to further test this. Ted has been invited.
+* Possible solution is to add a regex to the logic and ignore joinpapa.com
+* Is there anyway we can move everyone to papa.com even sooner?
+* Northpass is grabbing the SSO Id that's being provided by the regex, but we're also grabbing another parameter, which is an email
+* Kaitlyn set up a sandbox to further test this. Ted has been invited.
* Mostly, they want to test what happens if we update someone's email (joinpapa), will Okta overwrite upon next login and revert to joinpapa?
-* We need to map Okta/Papa's user.name to northpass' current_person.email
+* We need to map Okta/Papa's user.name to northpass' current_person.email
* Ted to setup okta in sandbox and test mapping of the papa username to northpass email.
* Northpass is requesting a base attribute in Okta, which can't be edited. This attribute is called user.name or username
-* We can't update or make a variable of that base attribute. That variable is mapped to the Okta Username. Which is joinpapa.com
+* We can't update or make a variable of that base attribute. That variable is mapped to the Okta Username. Which is joinpapa.com
* This attribute in okta is called: schoolkeep_gc.bi1994
* On the call, Ted said the following happened:
- 1. He changed his username to papa.com and removed the join
- 2. He logged out of Okta, but then said it didn't work
- 3. Then removed himeself from the group he setup.
+ 1. He changed his username to papa.com and removed the join
+ 2. He logged out of Okta, but then said it didn't work
+ 3. Then removed himeself from the group he setup.
4. Then waited for Okta to resync
- 5. And then has added himself back into the group.
- 6. However, it still logged him in with joinpapa.
- 7. Kaitlyn suggested to delete both of his accounts in Northpass
- 8. His deactivated account in Northpass is showing up with papa.com
+ 5. And then has added himself back into the group.
+ 6. However, it still logged him in with joinpapa.
+ 7. Kaitlyn suggested to delete both of his accounts in Northpass
+ 8. His deactivated account in Northpass is showing up with papa.com
9. Kaitlyn then deleted both of his accounts in Northpass
- 10. And then Ted was instructed to log back in.
- 11. And that worked!! He has the proper email and SSO UID!
+ 10. And then Ted was instructed to log back in.
+ 11. And that worked!! He has the proper email and SSO UID!
## 10/10/2022
+
* Lots of chat about structuring the content
-* They are okay with my proposed changes of a single group with a single set of courses for onboarding
-* But say things change from week to week and need to be updated
-* We may have to pull all analytics as as CSV and then delete the course if they continue down this path
-* QuiZ Leader Board - show ALL learners within a group. This is in Single Quiz Results. All people within a single dashboard.
+* They are okay with my proposed changes of a single group with a single set of courses for onboarding
+* But say things change from week to week and need to be updated
+* We may have to pull all analytics as as CSV and then delete the course if they continue down this path
+* QuiZ Leader Board - show ALL learners within a group. This is in Single Quiz Results. All people within a single dashboard.
* Closing thoughts by Lizzy: for the coming weeks, the courses will have to remain the same
- * However, eventually, they should solidify some courses and move towards asynchronous onboarding
- * Perhaps hold to this training for x months, and then try out a new method
- * In the new year?
- * Lizzy wants to talk to leadership and ask them some questions
-* We need to follow up on Tedd and get on SSO stuff.
-* He isn't responding to Lizzy either.
+ * However, eventually, they should solidify some courses and move towards asynchronous onboarding
+ * Perhaps hold to this training for x months, and then try out a new method
+ * In the new year?
+ * Lizzy wants to talk to leadership and ask them some questions
+* We need to follow up on Tedd and get on SSO stuff.
+* He isn't responding to Lizzy either.
## 10/17/2022
+
### SSO Meeting
-* Not really an SSO meeting because Tedd still hasn't shown up.
+
+* Not really an SSO meeting because Tedd still hasn't shown up.
*Other Items*
-* No cohort this week
-* New Cohort week of 41 people
-* They are unsure what's going to happen next week, they are unsure
+
+* No cohort this week
+* New Cohort week of 41 people
+* They are unsure what's going to happen next week, they are unsure
* Awaiting a "Dashboard" live for next week
-* Mini played around with sending reports to email etc and they want to get better at data analysis
-* Rebecca: inbound, first 10 days, are pretty well made and stabilized
+* Mini played around with sending reports to email etc and they want to get better at data analysis
+* Rebecca: inbound, first 10 days, are pretty well made and stabilized
* Concerned about 508 compliance as FROALA doesn't auto-stylize links to underline and blue
* Mini doesn't like that archived courses show up in drop downs. They want to be able to NOT see archived courses when adding a new course to a group.
-* Lizzy came up with the idea of having people be managers to _only_ show the courses they should be seeing.
+* Lizzy came up with the idea of having people be managers to *only* show the courses they should be seeing.
*Analytics for Trainers*
+
* Trainers having analytics issues
* Timeout and stalling issues
-* Not the same options?
-* Check for Manager permissions, and which courses they can manage and what analytics options they have.
-* Mini went in and change all the manager permissions and made them the same across the board
-* They shouldn't be deleting anything.
-* Asked for screenshots from the trainers re: analytics issues.
+* Not the same options?
+* Check for Manager permissions, and which courses they can manage and what analytics options they have.
+* Mini went in and change all the manager permissions and made Gthem the same across the board
+* They shouldn't be deleting anything.
+* Asked for screenshots from the trainers re: analytics issues.
## 10/24/2022
+
### Meeting with Tedd & Papa
-* After much hassling, Tedd finally showed up for a meeting!
-* He said, when they create new accounts via SSO, Northpass is requesting a few items for that intial creation and login.
+
+* After much hassling, Tedd finally showed up for a meeting!
+* He said, when they create new accounts via SSO, Northpass is requesting a few items for that intial creation and login.
* Here are the requests:
- * Full Name
- * Email Address
- * SSO UID
-* What's happening is:
- * He has two accounts, one is created based on group assignment in Okta, one from Northpass
- * Everything is setup for the username to be picked up
- * When he goes into his Okta dashboard, and clicks on Northpass SSO
- * Drop down of profile shows papa and everything "appears fine"
- * Email shows up in SSO UID
- * To get this to work and show up as above, he had to do a few things in his profile.
- * Said this is not how they usually setup and provision accounts with vendors.
-* 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.
+ * Full Name
+ * Email Address
+ * SSO UID
+* What's happening is:
+ * He has two accounts, one is created based on group assignment in Okta, one from Northpass
+ * Everything is setup for the username to be picked up
+ * When he goes into his Okta dashboard, and clicks on Northpass SSO
+ * Drop down of profile shows papa and everything "appears fine"
+ * Email shows up in SSO UID
+ * To get this to work and show up as above, he had to do a few things in his profile.
+ * Said this is not how they usually setup and provision accounts with vendors.
+* 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?
+ * 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
+* 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
+* 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.
+* 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.
+ * 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.
+ * 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
## 11/17/2022
+
### Thursday Sync - No Agenda
-Two items from Lizzy:
-* Chris and Anneliese were first invited without SSO. Now that SSO is setup, Kaitlyn had some questions about those two users.
-* Okay to delete since they are currently using SSO.
-* No class this week, the last one was 11/7. Next class is the 28th.
+
+Two items from Lizzy:
+
+* Chris and Anneliese were first invited without SSO. Now that SSO is setup, Kaitlyn had some questions about those two users.
+* Okay to delete since they are currently using SSO.
+* No class this week, the last one was 11/7. Next class is the 28th.
* Not happy about the 6 hour analytics update
* The trainers need to go over the exam within an hour to speak to the individual
-* Items trainer needs:
- * Specific answers to questions
- * Overall score
+* 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.
+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?
+
+* What prep work does she need?
+* What do we have to do?
+* What are the next steps?
* How to structure the training?
* Permissions?
+
+TODO: Plan agenda and meeting for Papa. Send her my notes.
+TODO: Decide on Slack Channel for Papa Onboarding.
diff --git a/CustomerNotes/SPSCommerce.md b/CustomerNotes/SPSCommerce.md
index 37fdd405..ddfc04f0 100644
--- a/CustomerNotes/SPSCommerce.md
+++ b/CustomerNotes/SPSCommerce.md
@@ -1,72 +1,92 @@
# SPS Commerce
## Todo Lists
-[X] Check in on workflows in a few weeks
-- [X] Connect Kayla and KJ for Analytics sync
-- [ ] Ask if we can do a Trial of Enterprise Workflows
- Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect external systems.
-- [ ] Send product subscription plan features
-Three years ago renewed after going out into the market and tested other systems
+[X] Check in on workflows in a few weeks
+
+- [X] Connect Kayla and KJ for Analytics sync
+- [ ] Ask if we can do a Trial of Enterprise Workflows
+ Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect external systems.
+- [ ] Send product subscription plan features
+
+Three years ago renewed after going out into the market and tested other systems
"Folklore of SPS"
-What other shortcomings are Workflows a bandaid for?
- * Analytics being a good example
+What other shortcomings are Workflows a bandaid for?
+ *Analytics being a good example
* How does the shortcoming affect renewal?
* What can be done about enrollments? What is the trigger for SPS to enroll in new courses?
Enterprise Workflow, where do they want to connect it to externally?
-## 10/12/2022
-* Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
-* Norm to reach out
-* Question from Kayla:
- * Someone requested asking about the SCA and a specific course
- * Lippert Inc is the customer
- * Requested data pull in training
- * Pulled an excel of SCA and found duplicates in the list.
- * The next column shows "Attempt Number" and she thought that was total number of attempts
- * Instead, the "duplicates" are actually the actual attempt number.
-* SCA is Kayla's favorite analytic
-* Why is Lippert asking for this? What will they do with it?
- * Lippert is a retailer of theirs
- * They would like to drive engagement of their suppliers
- * Coincides with a big marketing initiative
- * Increase training availability
- * YTD Engagement, overall/aggregate of who is enrolled in that course
- * Engagement can mean a few things
- * Overall course completion is helpful
- * But number of people at various % through the course is also interesting
- * Lippert asked for "a little more detail" unsure what that means
-* Course = Lipper Fulfillment
-* BUT, there could be people enrolled in the course that are _not_ involved with Lippert
-* They currently do mass enrollments, managed by their one-to-many customer service team
-* There is a Lippert Component group that could further deliniate the number of people that should or shouldn't be in the group
-* Last week when Kayla pulled the SCA, it said 509 enrollments. Today, it says 51.
-* ISSUES: David Morrical shows 3 attempts but in MCA does not show anything
-* SCA shows two Groups, MCA shows one - Lippert Components Inc and Lipper Components, Inc.
+## 10/12/2022
+
+- Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
+- Norm to reach out
+- Question from Kayla:
+ - Someone requested asking about the SCA and a specific course
+ - Lippert Inc is the customer
+ - Requested data pull in training
+ - Pulled an excel of SCA and found duplicates in the list.
+ - The next column shows "Attempt Number" and she thought that was total number of attempts
+ - Instead, the "duplicates" are actually the actual attempt number.
+- SCA is Kayla's favorite analytic
+- Why is Lippert asking for this? What will they do with it?
+ - Lippert is a retailer of theirs
+ - They would like to drive engagement of their suppliers
+ - Coincides with a big marketing initiative
+ - Increase training availability
+ - YTD Engagement, overall/aggregate of who is enrolled in that course
+ - Engagement can mean a few things
+ - Overall course completion is helpful
+ - But number of people at various % through the course is also interesting
+ - Lippert asked for "a little more detail" unsure what that means
+- Course = Lipper Fulfillment
+- BUT, there could be people enrolled in the course that are _not_ involved with Lippert
+- They currently do mass enrollments, managed by their one-to-many customer service team
+- There is a Lippert Component group that could further deliniate the number of people that should or shouldn't be in the group
+- Last week when Kayla pulled the SCA, it said 509 enrollments. Today, it says 51.
+- ISSUES: David Morrical shows 3 attempts but in MCA does not show anything
+- SCA shows two Groups, MCA shows one - Lippert Components Inc and Lipper Components, Inc.
## 10/26/2022
+
### Analytics Meeting with Kathleen Olson + Matt + Kayla
-* Kathleen has been focusing on engagement
-* Completion is not super important
-* Struggling with wiping of metrics after updating a course
-* Some confusing with attempts? If they update the course what happens to metrics of previous users.
-* Kayla pointed out that for free-form courses, if people are just clicking around via table of contents, then they could be engaged, but its not being logged.
-* Matt: he has told NP many times that the dependance on the continue button is too high.
-* Matt would be more interested in an "activity view" type analytic.
+
+- Kathleen has been focusing on engagement
+- Completion is not super important
+- Struggling with wiping of metrics after updating a course
+- Some confusing with attempts? If they update the course what happens to metrics of previous users.
+- Kayla pointed out that for free-form courses, if people are just clicking around via table of contents, then they could be engaged, but its not being logged.
+- Matt: he has told NP many times that the dependence on the continue button is too high.
+- Matt would be more interested in an "activity view" type analytic.
## 11/09/2022
+
### ILT Demo
-* They want to use Northpass to funnel people to events in other portions of their platform.
-* Here's an example of another event: https://www.spscommerce.com/lp/mapadoc-training-sage-100/
-* They want to add these links to the bottom of their training page.
-* Possibilities:
- * iFrame the OTHER events page if one exists
- * Auto pull in a list via API
- * Use automation & properties to allow Kayla to update a link and name (but they aren't on Enterprise)
- * Mockup/add HTML to their `training_events.html` page for Kayla to update on her own
- * Kayla to make a single new ILT in Northpass for each "event" with multiple sessions and for us to change the Register button to go to the events page.
-* Kayla wants as little work as possible
-* She doesn't want to manage registrations in Northpass, just use this as a funnel to the other site
-* This is just an avenue TOWARDS the event, not the holder/maintainer of the event.
+
+- They want to use Northpass to funnel people to events in other portions of their platform.
+- Here's an example of another event:
+- They want to add these links to the bottom of their training page.
+- Possibilities:
+ - iFrame the OTHER events page if one exists
+ - Auto pull in a list via API
+ - Use automation & properties to allow Kayla to update a link and name (but they aren't on Enterprise)
+ - Mockup/add HTML to their `training_events.html` page for Kayla to update on her own
+ - Kayla to make a single new ILT in Northpass for each "event" with multiple sessions and for us to change the Register button to go to the events page.
+- Kayla wants as little work as possible
+- She doesn't want to manage registrations in Northpass, just use this as a funnel to the other site
+- This is just an avenue TOWARDS the event, not the holder/maintainer of the event.
+
+## 12/07/2022
+
+### Kathleen & Kayla
+
+Kayla will update the boxes with links without buttons unless she gets bad feedback, then I will have to get Dorian's code from Charlie. Norm to wait feedback from Kayla.
+TODO: See if you can update the existing template that Dorian made to hyperlink a piece of text while we wait for the button.
+Kathleen has some questions and/or bring something to our attention:
+
+- Her team is trying to anticipate some changes that are happening in the company, and looking for long-term solutions. 4-Year Plan, repackaging and bundling the products. Potentially, one of the products could have 3 different names. For example:
+ - Currently: Fulfillment
+ - Future: Retail, Warehouse, Vendor/Supplier - three different fulfillment product names
+- They also want to replace user guides. Putting User Guide content in Northpass. Using text editor/RTE - just copy and pasting it into Northpass.
diff --git a/CustomerNotes/Talkspace.md b/CustomerNotes/Talkspace.md
index 8a198949..3cdfefa5 100644
--- a/CustomerNotes/Talkspace.md
+++ b/CustomerNotes/Talkspace.md
@@ -1,13 +1,14 @@
-# Talkspace
+# Talkspace
+
+## 06/28/2022
-## 06/28/2022
Talkspace Call - 6/28/22
Training Call for Madison & Marlene
Invite Ummey
Molly optional
Worse case in deleting and recreating the course
-Many people with 75% of the course
+Many people with 75% of the course
416 tickets of people with errors
52 people completed the learning path
Rest of comments are around the harassment and cyber course
@@ -33,168 +34,202 @@ Molly should not have access to course Marketplace
* Can we bring in opensesame ratings as well?
## 7/12/2022
+
500 errors tickets from people
-Test out the new learning paths from Ummey's email and check that they work
+Test out the new learning paths from Ummey's email and check that they work
August 1st goal of completeing the new courses
-Especially the Cultural Competency course
+Especially the Cultural Competency course
Internal service errors keep happening
-As early as last week
+As early as last week
We need options for outside of the learning path
-Learning Paths - two other schools re not having learning paths errors
+Learning Paths - two other schools re not having learning paths errors
-Molly needs help with: anyone who is not at 100% (for CA and non-CA) Compliance July and CA July the LP on dashboard needs to be removed. This way they don't get assigned a new one and then take the old one.
-- [X] Pull analytic and bulk remove the LP from those people
+Molly needs help with: anyone who is not at 100% (for CA and non-CA) Compliance July and CA July the LP on dashboard needs to be removed. This way they don't get assigned a new one and then take the old one.
-Can a learner self-select their role? Separate comms for each group?
-Comms each group are necessary
+* [X] Pull analytic and bulk remove the LP from those people
+
+Can a learner self-select their role? Separate comms for each group?
+Comms each group are necessary
They shouldn't need to switch groups once in this
-Pre registrations
+Pre registrations
Non CA link, 740 attempted learning path
And 500 complete (this is a good number)
160 have completed 75% (top 3 courses)
-50% would be fraud & hippaa
+50% would be fraud & hippaa
Molly wants to try... 500 people get a message saying "you're going to see messages, please ignore"
160 get invited to a group with the remaining courses
- - 8/26/2022
- - They are going to pay everyone no matter if they completed courses or not
- - We need to SHUT DOWN Courses without losing all this data
- - For Learning Paths, Compliance 2022, Cross Culture, April Learning Path, June Learning Path, July Learning Path
- - Deadline for shutting down courses: Tuesday, August 30
- - Molly told steve he's worked with a lot of homegrown LMS that were a pain to use
+* 8/26/2022
+ * They are going to pay everyone no matter if they completed courses or not
+ * We need to SHUT DOWN Courses without losing all this data
+ * For Learning Paths, Compliance 2022, Cross Culture, April Learning Path, June Learning Path, July Learning Path
+ * Deadline for shutting down courses: Tuesday, August 30
+ * Molly told steve he's worked with a lot of homegrown LMS that were a pain to use
## 08/04/2022
+
### Meeting with OpenSesame re: SCORM files
+
* Possibly missed events!
* Opensesame only sends complete/incomplete - values could be 0 or 1, or whatever the cmi.core.value are
* Communicated via API
* RPX now is OS' social sign on and SSO communication
* Osano is used by OS but not sure how it would factor in
-## 9/21/2022
+## 9/21/2022
+
* Overall, things are going well!
* Ensure the button color change gets changed
* QMC Audit, training audit by third party for training completed
* Rebecca Jewel, to reach out to Virun, Chief Medical Officer for this audit
## 10/11/2022
-* No date set for rolling out 2023 - sometime in January
-* Molly will set up and then Test internally, possibly ask us to test as well?
+
+* No date set for rolling out 2023 - sometime in January
+* Molly will set up and then Test internally, possibly ask us to test as well?
* Wants to know if we can combine Looks in Looker for data
* Needs to combine Northpass data with their data. They want to look in Looker at which 1099 has not clicked a link. Basically, they need to compare a Northpass list of enrolled learners with a list of Talkspace 1099s that have received an email.
## 10/11/2022
-### Meeting with Emile from Bellwether
-* Ask Ummey if activitiy specific information would be helpful?
-* Currently they are pulling learning path data
-## 10/18/2022
-* Ummey was letgo with the current round of layoffs. Only two people joined our weekly sync... not everyone else was let go. But lots of fear.
-* Still no resolve with OpenSesame. They are very concerned that this will cause issues in 2023.
-* Nervous about job cuts and if this continues, Molly and her team will be on the chopping block.
-* OS not offering any solutions. They don't even know who their CSM is.
-* Norm to do a few tasks to help see if we can push this through.
-* Madison, on Ummey's team, is a contractor and last day is November 10th.
+### Meeting with Emile from Bellwether
+
+* Ask Ummey if activitiy specific information would be helpful?
+* Currently they are pulling learning path data
+
+## 10/18/2022
+
+* Ummey was letgo with the current round of layoffs. Only two people joined our weekly sync... not everyone else was let go. But lots of fear.
+* Still no resolve with OpenSesame. They are very concerned that this will cause issues in 2023.
+* Nervous about job cuts and if this continues, Molly and her team will be on the chopping block.
+* OS not offering any solutions. They don't even know who their CSM is.
+* Norm to do a few tasks to help see if we can push this through.
+* Madison, on Ummey's team, is a contractor and last day is November 10th.
## 10/25/2022
-* Jenna, People Ops, has joined the call.Ummey was her manager.
-* Will be attending weekly meetings
+
+* Jenna, People Ops, has joined the call.Ummey was her manager.
+* Will be attending weekly meetings
* Schedule an additional meeting for training
-* Talkspace needs to figure out roles for Northpass.
+* Talkspace needs to figure out roles for Northpass.
* Very busy, picking up where Ummey left off
-* Overwhelmed with Ummey's workload
-* Jenna and Molly to meet to discuss specific compliance/Talkspace needs within Northpass
-* Madison told Jenna everything she already knows about this implementation.
-* The biggest knowledge gap is Ummey's specific tasks.
+* Overwhelmed with Ummey's workload
+* Jenna and Molly to meet to discuss specific compliance/Talkspace needs within Northpass
+* Madison told Jenna everything she already knows about this implementation.
+* The biggest knowledge gap is Ummey's specific tasks.
-### Gracie and Fountain
-* Gracie had some time with Molly, but then cancelled and said she followed up with Nicole. But unclear about what.
+### Gracie and Fountain
+
+* Gracie had some time with Molly, but then cancelled and said she followed up with Nicole. But unclear about what.
+
+### Jenna & Hand off
-### Jenna & Hand off
* Asked about BBHR
-* Lots of questions to Jenna about trainings not showing up as complete. Flashing button is implemented.
-* Offered to reach out to support for figuring stuff like this out, and that we need emails and screenshots to successfully debug.
-* In terms of NPP instance, are they all in Northpass? Yes.
-* Jenna is currently doing an audit of HR and trainings and asked about groups within each instance, etc.
-* This is a separate audit from the QMC.
+* Lots of questions to Jenna about trainings not showing up as complete. Flashing button is implemented.
+* Offered to reach out to support for figuring stuff like this out, and that we need emails and screenshots to successfully debug.
+* In terms of NPP instance, are they all in Northpass? Yes.
+* Jenna is currently doing an audit of HR and trainings and asked about groups within each instance, etc.
+* This is a separate audit from the QMC.
## 10/27/2022
+
### Amanda Meeting about Internal Training
-* Is there a way for me to mark a learner manually complete on a course if Northpass is not recording the completion?
+* Is there a way for me to mark a learner manually complete on a course if Northpass is not recording the completion?
* You mentioned in a previous meeting that we might be able to set passwords and/or notifications up for specific milestones of training, how can we set this up? Is it something I could be given the functionality to add/remove/change as needed?
-* Would publishing new scorms affect notifications and passwords?
-* Can learning paths be branded with a specific color or banner without removing any branding or color from the courses within the learning path?
+* Would publishing new scorms affect notifications and passwords?
+* Can learning paths be branded with a specific color or banner without removing any branding or color from the courses within the learning path?
* Is there a way to automate assignment + comm of refresher courses at specific tenure dates?
*Notes:*
- * She has already created some courses
- * User errors, things not showing as complete.
+ *She has already created some courses
+ * User errors, things not showing as complete.
### Jenna & Angel Questions & Tour
+
*Questions from Jenna:*
- * What she wants to accomplish is where Talkspace is with Northpass as a whole.
+ *What she wants to accomplish is where Talkspace is with Northpass as a whole.
* How many schools? People in each school? What is in each school?
-_Jenna is auditing the NPP and Core School_
+*Jenna is auditing the NPP and Core School*
## 11/09/2022
-### Jenna and Angel again
-* Jenna only showed up
-* Audit is in progress
+
+### Jenna and Angel again
+
+* Jenna only showed up
+* Audit is in progress
* Moving Forward:
- * Molly owns 1099
- * Angel owns NPP
- * Jenna owns Core (contractors & employees)
-* Jenna is _NOT_ Auditing the 1099 Academy
-* Has all the data she needs
+ * Molly owns 1099
+ * Angel owns NPP
+ * Jenna owns Core (contractors & employees)
+* Jenna is *NOT* Auditing the 1099 Academy
+* Has all the data she needs
* Kai to remain as owner of NPP and Core instances. She is the BBHR Admin that can turn on connection
* Molly changed as owner of 1099 school
-* Norm as backup for Kai if she is unavailable.
-* Jenna: Amanda has a really good grasp on groups and onboarding people.
-* NPP Discrepancy: BBHR is not updating course progress from Northpass. Northpass is updated and shows 100% completion for many courses. BBHR doesn't have the correct percentages.
+* Norm as backup for Kai if she is unavailable.
+* Jenna: Amanda has a really good grasp on groups and onboarding people.
+* NPP Discrepancy: BBHR is not updating course progress from Northpass. Northpass is updated and shows 100% completion for many courses. BBHR doesn't have the correct percentages.
* Jenna to share a CSV of of all people that should be deleted from the instances. One for Core and one for NPP.
-## 11/15/2022
+## 11/15/2022
+
### Sync regarding Group Enrollment
+
Nicole and Taylor have been brainstorming the following:
-* If people have completed the courses in 30 days
+
+* If people have completed the courses in 30 days
* How to get courses to people? There are many groups.
-Molly and Taylor want more control of the process. They are trying to remove Fountain from the equation.
+Molly and Taylor want more control of the process. They are trying to remove Fountain from the equation.
**Steps in Fountain:**
-1. People attest that they are seeing clients
-2. Get Access to Compliance Courses
+
+1. People attest that they are seeing clients
+2. Get Access to Compliance Courses
## 11/22/2022
+
### Weekly Sync
-Angel/Jenna meeting with Integrations person. Follow up next week.
-DONE: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses.
-Amanda: Course setup as linear, Course example: B2B Introduction to B2B.
+
+Angel/Jenna meeting with Integrations person. Follow up next week.
+DONE: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses.
+Amanda: Course setup as linear, Course example: B2B Introduction to B2B.
DONE: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.
## 11/29/2022
+
### Nicole to learn about Webhook Fountain & Automation
+
My question: How does an email enter Fountain?
-They fill out a form and the email enters Fountain. People can amend their email after etc.
+They fill out a form and the email enters Fountain. People can amend their email after etc.
### Second Meeting - Standing bi-weekly
+
*Jenna*
-Jenna meeting with Mary Potter today to review compliance courses.
-She is still going through audit and will be done before the end of the year.
+Jenna meeting with Mary Potter today to review compliance courses.
+She is still going through audit and will be done before the end of the year.
*Molly*
Follow up item on cert for learning communities. Can we get a custom certificate for learning communities? Totally custom? Or just add a CEU/Legal Notice.
-Two different cert boards, might be two different certs for each board.
+Two different cert boards, might be two different certs for each board.
Other items:
-* Reporting.
+
+* Reporting.
Molly met with Mary Potter this morning (she is head of compliance). They are able to get everything they need except two things in Northpass:
-* Start Date -> What is that date? When they say they are seeing clients? After Getting Started Course, etc. Once they choose the start date, they need to be able to tell who has and who hasn't completed courses 30 days after that date.
-* If they haven't clicked the link, we don't know who has started.
-* Talkspace is not sure where that date/number should live.
-* Talkspace needs to define what a "Start Date" is for people. Is it after the Getting Started Courses? Is it when they activate in their group in Northpass?
+* Start Date -> What is that date? When they say they are seeing clients? After Getting Started Course, etc. Once they choose the start date, they need to be able to tell who has and who hasn't completed courses 30 days after that date.
+* If they haven't clicked the link, we don't know who has started.
+* Talkspace is not sure where that date/number should live.
+* Talkspace needs to define what a "Start Date" is for people. Is it after the Getting Started Courses? Is it when they activate in their group in Northpass?
* This is Talkspace started
+
+## 12/6/2022
+
+### Auto Enrollment into Groups
+
+TODO: -can NP trigger an email after course completion?
+TODO: -can we see the analytics/details of the email and who it was sent to?
+TODO: -can we receive an automated report of providers who have been assigned the training but 1) haven’t accessed the training, 2) started but have not yet completed the training.
diff --git a/CustomerNotes/TripleSeat.md b/CustomerNotes/TripleSeat.md
index 35eface3..af93022a 100644
--- a/CustomerNotes/TripleSeat.md
+++ b/CustomerNotes/TripleSeat.md
@@ -3,49 +3,55 @@
## 9/21/2022
* Iorad tried selling them "live" features
-* Their own domain or Iorad ontop of their app
+* Their own domain or Iorad ontop of their app
* Good at delivering first time training
* Not sure when to follow up
-* Badging options
+* Badging options
* Integration with Churn Zero
# Todo
-## 11/15/2022
-ChurnZero integration:
-* Companies that churn do not remain in CZ
-* People might use their Gmail or other non-work emails
+## 11/15/2022
-* The information they need is not where they want it to be.
-* Holly and Katie don't have access to CZ and Salesforce.
-* Reconsidering OpenAccess - why not prereg?
-* They want to add some additional questions to the reg form
-* Like location, restaurant, etc.
+ChurnZero integration:
+
+* Companies that churn do not remain in CZ
+* People might use their Gmail or other non-work emails
+
+* The information they need is not where they want it to be.
+* Holly and Katie don't have access to CZ and Salesforce.
+* Reconsidering OpenAccess - why not prereg?
+* They want to add some additional questions to the reg form
+* Like location, restaurant, etc.
## 11/29/2022
+
### Meeting with Katie, Holly, and Brian Neste
-Did TS agree on a One-Source-Of-Truth? It doesn't seem like there is one for the company. There is no one source of truth.
-For folks that have churned, what should Northpass do with that data?
-Embedding won't work because each client has a different domain/url.
-They are okay with asking Marketing about co-branding some items.
+
+Did TS agree on a One-Source-Of-Truth? It doesn't seem like there is one for the company. There is no one source of truth.
+For folks that have churned, what should Northpass do with that data?
+Embedding won't work because each client has a different domain/url.
+They are okay with asking Marketing about co-branding some items.
What is the current flow to allow clients access to their domain?
-* Recommended completions, 1 learning path, potentially nothing specific
+
+* Recommended completions, 1 learning path, potentially nothing specific
* Account Manager told client "let's talk when you finish Northpass"
-* Don't want Northpass to be a gatekeeping strategy
-* Site Review call and then get access to their domain.
-* How can we be "gatekeeping" without fully denying them.
+* Don't want Northpass to be a gate keeping strategy
+* Site Review call and then get access to their domain.
+* How can we be "gate keeping" without fully denying them.
* There is a lot of building and data-exchange just to build the flow.
-* Basecamp is the PM tool for users to fill in information, give over data, etc.
-* PSRs are diligent about making sure all the information is completed before the site review.
-* PSR = Professional Services Rep - they are the site builder architect and manager.
+* Basecamp is the PM tool for users to fill in information, give over data, etc.
+* PSRs are diligent about making sure all the information is completed before the site review.
+* PSR = Professional Services Rep - they are the site builder architect and manager.
* Order: Sales Manager > PSR > Onboarder > AM (AM<>CSMs are the same thing)
-* TSU comes into play with the Onboarder. Ideally, they will do some TSU stuff before the onboarding call.
+* TSU comes into play with the Onboarder. Ideally, they will do some TSU stuff before the onboarding call.
Biggest Gap in Onboarding Process?
-* Creating a Success Place in ChurnZero that goes to TSU?
-* Not every Account has an AM, so less personal contact
-* Workflow for non-AM accounts - how to push TSU to them?
-* Brian trying to find datapoint: Do accounts without an AM churn less?
-Katie wants to figure out _who_ is using TSU. Holly wants to find easier access to track that data.
+* Creating a Success Place in ChurnZero that goes to TSU?
+* Not every Account has an AM, so less personal contact
+* Workflow for non-AM accounts - how to push TSU to them?
+* Brian trying to find data point: Do accounts without an AM churn less?
+
+Katie wants to figure out _who_ is using TSU. Holly wants to find easier access to track that data.
TODO: Email Brian about getting Salesforce turned on? And send CZ video.Ask about marketing collaboration.
diff --git a/CustomerNotes/Walmart.md b/CustomerNotes/Walmart.md
index a4f14892..a356365b 100644
--- a/CustomerNotes/Walmart.md
+++ b/CustomerNotes/Walmart.md
@@ -1,184 +1,224 @@
# Walmart
## 10/11/2022
+
* Cam back on Monday
-* He will send Figma file with all the screens so that Walmart can review and ensure they are up to date.
-* Cam may also be able to provide a process to make this approval sequence even more
-* Talks about a Figma shared space, but usuing the existing OneDrive may be best.
-* Can we tag in 1Drive? An approval folder, a pending tag? A finals folder?
+* He will send Figma file with all the screens so that Walmart can review and ensure they are up to date.
+* Cam may also be able to provide a process to make this approval sequence even more
+* Talks about a Figma shared space, but usuing the existing OneDrive may be best.
+* Can we tag in 1Drive? An approval folder, a pending tag? A finals folder?
* New resources from Walmart - tagging or batching resources?
* Rock22 - what is that? Mentioned by Krystal
- * Sounds like a new resource cirriculum
-* Travis addressed analytics
+ * Sounds like a new resource cirriculum
+* Travis addressed analytics
* Krystal asked if this was specific for walmart, or how they were set up? Or is this for most users?
* Travis said "some things about Walmart are nuanced, but there are some underlying issues we need to address"
-* Krystal replied with the start course button and when someone is marked as "started". 36,000 enrolled but 1,200 started? Not a great number to report back to leadership.
-* Wants to get that data back or are we SOL?
+* Krystal replied with the start course button and when someone is marked as "started". 36,000 enrolled but 1,200 started? Not a great number to report back to leadership.
+* Wants to get that data back or are we SOL?
* Travis: Nope! The data is intact. We can provide this data, outside of our native analytics system.
## 10/19/2022
-### Walmart Wednesdays!
-* Process for OneDrive folder is to have a new pending and finished folders where Cam will take, update the shots, and then update them to the Resource Center (Courses) and then place them in a finished folder.
-* Currently, OneDrive is setup by topic.
-* Ask Cam to drop the finished V2 shots in the appropriate folder.
-* Krystal asking if we're seeing from other clients this topic of FTC and DOT legal changes.
+
+### Walmart Wednesdays
+
+* Process for OneDrive folder is to have a new pending and finished folders where Cam will take, update the shots, and then update them to the Resource Center (Courses) and then place them in a finished folder.
+* Currently, OneDrive is setup by topic.
+* Ask Cam to drop the finished V2 shots in the appropriate folder.
+* Krystal asking if we're seeing from other clients this topic of FTC and DOT legal changes.
* Their legal team is rattled by the upcoming proposal.
* 6 Total Factors that they will be "cracking down" on.
* How Walmart provides Guidance to the drivers will be impacted
-* Content will need to be overhauled.
-* (Link to the article Krystal shared)[https://news.bloomberglaw.com/daily-labor-report/whos-an-employee-and-whos-a-contractor-dol-proposal-explained]
-* Biggest impact is that Walmart can no longer provide sequential, step-by-step instructions to their drivers.
-* Krystal is mocking up a prop 22 training currently to educate people on what this new proposal is.
-* Training mostly focuses on safety, but there is a lot more questions about wages, earnings, etc . Spark drivers have a lot of questions about it.
+* Content will need to be overhauled.
+* [Link to the article Krystal shared](https://news.bloomberglaw.com/daily-labor-report/whos-an-employee-and-whos-a-contractor-dol-proposal-explained)
+* Biggest impact is that Walmart can no longer provide sequential, step-by-step instructions to their drivers.
+* Krystal is mocking up a prop 22 training currently to educate people on what this new proposal is.
+* Training mostly focuses on safety, but there is a lot more questions about wages, earnings, etc . Spark drivers have a lot of questions about it.
* Especially for those in CA.
-* Krystal doesn't want to jump too far ahead, but they are really interested in "journey based" content. How can we provide the right information at the right time for the drivers?
+* Krystal doesn't want to jump too far ahead, but they are really interested in "journey based" content. How can we provide the right information at the right time for the drivers?
* How Travis sees it:
- * Resource Center is a library center of resources for spark dirvers
- * It is reactive and 'on demand'
-* The best companies deliver "point in time" notifications
-* Prescriptive, in-time training that is triggered based on other data points.
-* Where are they struggling with this? How to deploy? What tech to use? What content to use?
+ * Resource Center is a library center of resources for spark dirvers
+ * It is reactive and 'on demand'
+* The best companies deliver "point in time" notifications
+* Prescriptive, in-time training that is triggered based on other data points.
+* Where are they struggling with this? How to deploy? What tech to use? What content to use?
* They want to have a resource available on the exact activity
-* Scanning is the big topic that is causing a lot of heart burn.
+* Scanning is the big topic that is causing a lot of heart burn.
* Travis has setup a group to go through a spark driver's journey to _find_ those inflection and points of frustration to begin figuring out where they can begin testing "on time" training.
-* Krystal wants to use existing content - chunk it up and separate it out - so that people can be told to go to a specific activity.
+* Krystal wants to use existing content - chunk it up and separate it out - so that people can be told to go to a specific activity.
* Travis and Krystal recieved "negative" feedback about the RC. But it wasn't really about the RC, but more about _styles_ of trainings - should we have more videos, text, interactive? Are we reaching the right learners with the right type of learning styles?
-* [ ] Have design team mock up some micro-learning, right time learning experiences for Walmart team.
+* [ ] Have design team mock up some micro-learning, right time learning experiences for Walmart team.
* Krystal asked about the mocked up dashboards. What triggered her question?
- * She said she was in the SCA and said the numbers didn't line up.
- * Resources for Contacting a Customer
- * There were less people enrolled than the total of in progress and finished.
- * Her boss is a numbers guy and eagerly asking about numbers.
+ * She said she was in the SCA and said the numbers didn't line up.
+ * Resources for Contacting a Customer
+ * There were less people enrolled than the total of in progress and finished.
+ * Her boss is a numbers guy and eagerly asking about numbers.
## 10/21/2022
-### No Meeting, notes and copy for Custom Dashboards communications.
+
+### No Meeting, notes and copy for Custom Dashboards communications
+
* [ ] A todo item
* A list item
+
1. A number
2. A second number
-*Request from Krystal on 10/10/2022*
+_Request from Krystal on 10/10/2022_
+>
> * Daily enrollment/group members tracking....want to visibly see the increase in enrollments to the RC in real time
> * Ability to view what the unique activity view of a course is (i.e. what activities did they review multiple times in a course) in real time
> * Ability to view course view/completion by zone...frequency of views/completions, average progress (similar to the single course analysis)
## 10/26/2022
+
### Weekly Content Sync
-* Krystal needs to pull down some content and resources due to recent legistlation.
+
+* 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 resources are not playing nicely with iOS.
- * After the video is over, it takes over the entire screen and is hard to exit.
-## 11/21/2022
-###
+### 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 resources are not playing nicely with iOS.
+ * After the video is over, it takes over the entire screen and is hard to exit.
+
+## 11/21/2022
+
+###
+
* Screens of telling the story of "how to get there"
-* Open app, click resource center, pick random resource --> walk through the resource itself
-* This will be embedded into a PPT deck
-* On deck, this needs to be done right now! Next few hours.
-* Charlie is working on next steps for design and flow of content
-* This is for drivers given the ability to go into any resource of their choice.
-* After random activity, once at end of course, they won't see "incomplete" activity screen, but go back to course overview page.
-* If you _do_ finish all activities, it will bring you to resource center home page
-* Video Resources: auto launches into video (iOS), and auto-orients to full screen.
-* Can Wistia do chapters? Yes. Wistia can add chapters, but how to do it programmatically?
-TODO: * We can add the chapters, but we will need to find a way to do it easily.
+* Open app, click resource center, pick random resource --> walk through the resource itself
+* This will be embedded into a PPT deck
+* On deck, this needs to be done right now! Next few hours.
+* Charlie is working on next steps for design and flow of content
+* This is for drivers given the ability to go into any resource of their choice.
+* After random activity, once at end of course, they won't see "incomplete" activity screen, but go back to course overview page.
+* If you _do_ finish all activities, it will bring you to resource center home page
+* Video Resources: auto launches into video (iOS), and auto-orients to full screen.
+* Can Wistia do chapters? Yes. Wistia can add chapters, but how to do it programmatically?
+TODO: * We can add the chapters, but we will need to find a way to do it easily.
Back story to Krystal's requests:
* They just had some research done about user experience with the resource center
* There was other feedback with the content that they want to discuss
- * Mostly, it will be a big text-based resource lift
- * You should be able to read and scan very quickly
-* The key is, the search feature _*really*_ needs to be improved. Thorough, neat, well laid out, etc.
+ * Mostly, it will be a big text-based resource lift
+ * You should be able to read and scan very quickly
+* The key is, the search feature __really__ needs to be improved. Thorough, neat, well laid out, etc.
* Over the next week, they are making a wishlist for the next year.
## 11/30/2022
+
### Review of Feedback Deck
-Research Group was quite small but could be indicative of the larger population. As for Demographics, Nichole said that most drivers seem to be college-aged women. Krystal to send their demographics deck and results that was recently completed.
+
+Research Group was quite small but could be indicative of the larger population. As for Demographics, Nichole said that most drivers seem to be college-aged women. Krystal to send their demographics deck and results that was recently completed.
##### Driver's journey
Are there thresholds and milestones - what are they? What makes a driver "experienced"? Is it number of drivers? Number of resources viewed? Something else? Krystal said they have just created something similar and she can send over some documents.
Questions and Thoughts:
-* Is there a benefit to creating a "advanced" group that drivers can be entered into after reaching a milestone?
+
+* Is there a benefit to creating a "advanced" group that drivers can be entered into after reaching a milestone?
* How can we more quickly deliver content to drivers?
- * This is already in the works with free-form courses, Kaitlyn's customization work for skipping end of course and overview screens, etc.
-* Is there a benefit or possibility of adding a "news" and "updates" type feed for drivers? They are requesting to be more up to date.
+ * This is already in the works with free-form courses, Kaitlyn's customization work for skipping end of course and overview screens, etc.
+* Is there a benefit or possibility of adding a "news" and "updates" type feed for drivers? They are requesting to be more up to date.
##### Content Delivery
-*Videos*
-Ideas for adding chapters? Or chopping up videos into smaller segments for faster access?
+_Videos_
+Ideas for adding chapters? Or chopping up videos into smaller segments for faster access?
Videos in IOS are automatically full screening and autoplaying, when Android is not. Need to see if this is a device related issue or something we can override.
_Wistia Video Quality Settings_
-Users were having issues getting videos to play when trying to connect to wifi. Wistia already has a built in feature that is enabled by default that automatically controls the video quality depending on a user’s current internet speed. https://wistia.com/support/uploading/export-settings#adaptive-streaming. This setting is also available to users to be able to change themselves by clicking the video settings cog wheel while watching a video and deleting video quality.
+Users were having issues getting videos to play when trying to connect to wifi. Wistia already has a built in feature that is enabled by default that automatically controls the video quality depending on a user’s current internet speed. . This setting is also available to users to be able to change themselves by clicking the video settings cog wheel while watching a video and deleting video quality.
+
+Drivers are not looking at the transcript - why? They say they don't notice the button. The deeper question is, is the transcript necessary? I think yes, but tbd.
-Drivers are not looking at the transcript - why? They say they don't notice the button. The deeper question is, is the transcript necessary? I think yes, but tbd.
* How about chopping up the Transcript into bullet points? What would that look like?
-* At the same time, the drivers are asking for more text-based content as they don't need to use headphones, can quickly find the word/sentence they want.
+* At the same time, the drivers are asking for more text-based content as they don't need to use headphones, can quickly find the word/sentence they want.
-*Search Bar*
-Focus on search functionality - this needs to improve sooner than later.
+_Search Bar_
+Focus on search functionality - this needs to improve sooner than later.
Is the magnifying class necessary? Why are drivers clicking that instead of clicking "go" or "enter" on their keyboard?
How can Walmart analyze the most used search forms. Norm had asked Rob.
-_Surprise!:_ Charlie was able to figure it out via DataDog very quickly! Charlie to send Norm a CSV export on a regular basis, I will then make it look nice and send it to Krystal.
+_Surprise!:_ Charlie was able to figure it out via DataDog very quickly! Charlie to send Norm a CSV export on a regular basis, I will then make it look nice and send it to Krystal.
Unclickable Search Icon - Users are trying to click the icon in search bar which is currently not setup as a button. A few options to change this:
+
* We could hide the icon once a user begins entering text into the input field.
* Move icon to left side of input before placeholder text
* Update design to show more of a button that is clickable
-Key takeaway: Drivers _seem_ to be accessing the resource center while they are in line or in the process of a drive. Why? Likely because Drivers are rushing to earn as much money as possible and then thinking about the "how" later.
+Key takeaway: Drivers _seem_ to be accessing the resource center while they are in line or in the process of a drive. Why? Likely because Drivers are rushing to earn as much money as possible and then thinking about the "how" later.
-*A key paradigm to keep in mind is that the main focus of all drivers will be earning more money. This is common across Northpass customers - the money making activities will always be the most popular.*
+_A key paradigm to keep in mind is that the main focus of all drivers will be earning more money. This is common across Northpass customers - the money making activities will always be the most popular._
My Resources Feature - provide users functionality to be able to “Save”, “Favorite”, or “Pin” a resource
Charlie to look into mimicking our custom Ratings Service to accomplish this.
+
* Would need designs on how this would look
* Can we add a Popular Content menu? Can we base this off search results (see above)
-
### Content Sync
-Gathering Information on this legal CYA of version history.
-New items from Krystal:
-* The new way of viewing the content, Krystal got to play with it. She had a question, and Kaitlyn answered it. But she wants others opinions:
- * If you click activity 2 in resource
- * Bottom is prev & next
- * For Krystal, the X wasn't intuitive.
-* Suggestions:
- * Written communication for what the X is
- * Guidance for going back home
- * Do we even need the Previous button? People are coming in free form.
-* Buttons - Home is Resource Home. Exit is Resource Home Page.
-* The sentiment is that previous and next won't be used.
-* Completion metrics are less important than previously thought. Viewed metrics are.
-* If you've already viewed the activity and want to go back, it is to prevent them from taking the entire resource, the goal is to go to a specific section.
-TODO: Krystal: Could we set up a course where the first pass you have to go through it in order. If you revisit it, you then just have Home and Exit.
-Button Names (Proposed):
-* Resource Home Page => Resource Center |
+Gathering Information on this legal CYA of version history.
+New items from Krystal:
+
+* The new way of viewing the content, Krystal got to play with it. She had a question, and Kaitlyn answered it. But she wants others opinions:
+ * If you click activity 2 in resource
+ * Bottom is prev & next
+ * For Krystal, the X wasn't intuitive.
+* Suggestions:
+ * Written communication for what the X is
+ * Guidance for going back home
+ * Do we even need the Previous button? People are coming in free form.
+* Buttons - Home is Resource Home. Exit is Resource Home Page.
+* The sentiment is that previous and next won't be used.
+* Completion metrics are less important than previously thought. Viewed metrics are.
+* If you've already viewed the activity and want to go back, it is to prevent them from taking the entire resource, the goal is to go to a specific section.
+DONE: Krystal: Could we set up a course where the first pass you have to go through it in order. If you revisit it, you then just have Home and Exit.
+
+Button Names (Proposed):
+
+* Resource Home Page => Resource Center |
* Resource Overview Page => Content List | Contents
Walmart Legal Needs:
-* Exact Replica of User Experience
+
+* Exact Replica of User Experience
* Krystal to send example
Kaitlyn's Idea:
-Remove the previous button. Leave "X" and Next button. If someone has not completed everything and is on last activity, bring to overview page. If someone has completed everything and on last activity, bring to resource center home.
+Remove the previous button. Leave "X" and Next button. If someone has not completed everything and is on last activity, bring to overview page. If someone has completed everything and on last activity, bring to resource center home.
+
+## 12/7/2022
+
+### Content Meeting
+
+* 98% Agreement on Content Strategy for 2023
+TODO: Start a spreadsheet with list of resources and activities and the associated words
+* Dot Com > Offer Types Resource.
+* Fridays for search results report
+* Purposely miss spell words in the hidden words for each activity.
+* Nichole would love to see the option of giving a language choice. Nichole suggested that the courses should switch language automatically if people use the search in Spanish or another language.
+* Thumbs up/down for courses. Is there a legal implication with adding that feature?
+* Help Docs has a feedback form and a thumbs up and down function.
+
+### Design Meeting
+
+TODO: Charlie to check with Rob on Analytics implications for allowing or not allowing retakes.
+TODO: Create Wistia Chapters and Send her an example.
diff --git a/Scripts/API_Tests/api_test.py b/Scripts/API_Tests/api_test.py
index 710d909b..8c7d0c65 100644
--- a/Scripts/API_Tests/api_test.py
+++ b/Scripts/API_Tests/api_test.py
@@ -1,6 +1,7 @@
import requests
-apiKey = "SlpQlju219WnWogn94dQUT6Yt"
+# apiKey = "SlpQlju219WnWogn94dQUT6Yt"
+apiKey = "VNDXh8K4tLYJ-Nvp78bo6w"
url = "https://api.northpass.com/v1/media"
# function = sys.argv[1]
@@ -25,8 +26,9 @@ def putTest(apiKey, url):
def getTest(apiKey, url):
headers = {"accept": "application/json", "X-Api-Key": apiKey}
response = requests.get(url, headers=headers)
- print(response.text)
-
+ # print(response.text)
+ jsonResponse = response.json()
+ # print(jsonResponse["data"][1]["attributes"])
def postTest(apiKey, url):
headers = {
diff --git a/Scripts/API_Tests/medialib_csv.py b/Scripts/API_Tests/medialib_csv.py
new file mode 100644
index 00000000..81809639
--- /dev/null
+++ b/Scripts/API_Tests/medialib_csv.py
@@ -0,0 +1,24 @@
+import requests
+import pandas as pd
+
+apiKey = "VNDXh8K4tLYJ-Nvp78bo6w"
+url = "https://api.northpass.com/v1/media"
+
+
+def getMedia(apiKey, url):
+ headers = {"accept": "application/json", "X-Api-Key": apiKey}
+ response = requests.get(url, headers=headers)
+ json = response.json()
+ print(json)
+ toCsv(json)
+
+
+def toCsv(json):
+ js = pd.json_normalize(json, "links", "data", ["type", "attributes", ["asset_type"]])
+ # js = pd.read_json(json, orient="index")
+ print(js)
+ js.to_csv("/Users/normrasmussen/Documents/Northpass/Scripts/API_Tests/spsmedia.csv")
+
+
+if __name__ == "__main__":
+ getMedia(apiKey, url)
diff --git a/Scripts/API_Tests/spsmedia.csv b/Scripts/API_Tests/spsmedia.csv
new file mode 100644
index 00000000..6ae12a69
--- /dev/null
+++ b/Scripts/API_Tests/spsmedia.csv
@@ -0,0 +1,2 @@
+,data,included,links.self,links.next
+0,"[{'type': 'media', 'id': '4e549f91-44a0-4561-a6fe-b95c329f773c', 'attributes': {'asset_type': 'document', 'file_name': 'Onelink Business Requirements Summary.pdf', 'file_type': 'document', 'name': 'Onelink Business Requirements Summary', 'status': 'ready', 'created_at': '2022-12-06T21:10:42Z', 'replaceable': True}, 'relationships': {'activities': {'data': [{'type': 'activities', 'id': '352132c5-b80d-4b89-a568-b5bc5dfc969d'}, {'type': 'activities', 'id': '352132c5-b80d-4b89-a568-b5bc5dfc969d'}, {'type': 'activities', 'id': '352132c5-b80d-4b89-a568-b5bc5dfc969d'}, {'type': 'activities', 'id': '352132c5-b80d-4b89-a568-b5bc5dfc969d'}, {'type': 'activities', 'id': '352132c5-b80d-4b89-a568-b5bc5dfc969d'}]}}, 'links': {'self': 'https://api.northpass.com/v1/media/4e549f91-44a0-4561-a6fe-b95c329f773c', 'edit': 'https://app.northpass.com/media/4e549f91-44a0-4561-a6fe-b95c329f773c/edit', 'download': 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{'asset_type': 'document', 'file_name': 'Chadwell Business Requirements Summary.pdf', 'file_type': 'document', 'name': 'Chadwell Business Requirements Summary', 'status': 'ready', 'created_at': '2022-12-05T18:48:06Z', 'replaceable': True}, 'relationships': {'activities': {'data': [{'type': 'activities', 'id': '87a9b8f2-b9be-4cd8-ab5a-656eb1be6f7e'}, {'type': 'activities', 'id': '87a9b8f2-b9be-4cd8-ab5a-656eb1be6f7e'}]}}, 'links': {'self': 'https://api.northpass.com/v1/media/dc958fdf-1a15-40e1-adc1-5326b86aed8c', 'edit': 'https://app.northpass.com/media/dc958fdf-1a15-40e1-adc1-5326b86aed8c/edit', 'download': 'https://cdn.filestackcontent.com/security=policy:eyJwb3J0IjpudWxsLCJwcm90b2NvbCI6Imh0dHBzOi8vIiwiZGwiOnRydWUsImNhbGwiOlsicmVhZCIsImNvbnZlcnQiLCJzdG9yZSIsInBpY2siLCJyZW1vdmUiXSwiZXhwaXJ5IjoxNjcwMzc5NDE3fQ==,signature:d58bbe01cfce9266b6a4f7257a4cbd62d4bde1d394db3c53d6fc86276f7a770e/jVdCsEzbSACOYt1o68X3?dl=true', 'teaching': 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diff --git a/Scripts/Skuid_LPs/find_completed.py b/Scripts/Skuid_LPs/find_completed.py
index 0559c236..c3628c7b 100644
--- a/Scripts/Skuid_LPs/find_completed.py
+++ b/Scripts/Skuid_LPs/find_completed.py
@@ -2,7 +2,7 @@ from collections import Counter
import pandas as pd
basecsv = "/Users/normrasmussen/Documents/Northpass/Scripts/Skuid_LPs/Skuid_MCA125.csv"
-lpcsv = "/Users/normrasmussen/Documents/Northpass/Scripts/Skuid_LPs/skuidlps2.csv"
+lpcsv = "/Users/normrasmussen/Documents/Northpass/Scripts/Skuid_LPs/skuidlps.csv"
"""
Example multivalue dictionary
@@ -29,28 +29,50 @@ How to create this by automation?
"""
-def lpLevels(lpcsv):
+def lpLevels(basecsv, lpcsv):
levels = pd.read_csv(
lpcsv,
- index_col=None,
- header=None,
+ index_col=1,
)
+ newDf = levels.groupby("Learning Path")
+ learningpaths = newDf.apply(lambda x: x["Course Name"].unique())
+ # learningpaths = newDf2.apply(pd.Series)
+ # learningpaths.rename_axis(index=0)
+ mainFunc(basecsv, learningpaths)
# print(levels.Level.unique()) # Print only unique values from the Level column
-def mainFunc(basecsv):
+def mainFunc(basecsv, learningpaths):
+ # Part 1
readData = pd.read_csv(
basecsv,
)
- # lp01 = readData[readData["Course Name"] ==
- # print(lp01)
- # people = lp01.groupby(["Email", "Learner Full Name"])["Course Name"].nunique()
- # print(people)
- # readData.drop_duplicates(subset="Course Name", keep="first")
- lvl1 = readData.loc["Course Name"].any()
- if lvl1.str.contains('Level 1'):
- emailGroups = readData.groupby(["Email", "Learner Full Name"])["Course Name"].nunique()
- print(emailGroups)
+ group = readData.groupby("Learner Full Name")
+ df2 = group.apply(lambda x: x["Course Name"].unique())
+ df2 = df2.apply(pd.Series, dtype="string")
+ # print(df2)
+ # This prints a dataframe with the learner's name as the index column and the courses as adjacent columns
+
+ # Part 2
+ # learningpaths.set_index(0)
+ # print(courses)
+ lp_dict = learningpaths.to_dict()
+ courses = lp_dict.values()
+ print(courses)
+ # crs = courses
+ # print(crs)
+
+ # Part 3
+ # for course in courses:
+ # print(df2.isin(course))
+
+ # df3 = df2.columns
+ # print(df3)
+ # for name in df3.items():
+ # print(f"name: {name}")
+
+ # emailGroups = readData.groupby(["Email", "Learner Full Name"])["Course Name"].nunique()
+ # print(emailGroups)
# emailGroups = people.to_csv(
# "/Users/normrasmussen/Documents/Northpass/Scripts/Skuid_LPs/outtest2.csv"
# )
@@ -70,5 +92,5 @@ def mainFunc(basecsv):
if __name__ == "__main__":
- mainFunc(basecsv)
- # lpLevels(lpcsv)
+ # mainFunc(basecsv)
+ lpLevels(basecsv, lpcsv)
diff --git a/Scripts/Skuid_LPs/skuidlps.csv b/Scripts/Skuid_LPs/skuidlps.csv
index c34875b0..bbd205ca 100644
--- a/Scripts/Skuid_LPs/skuidlps.csv
+++ b/Scripts/Skuid_LPs/skuidlps.csv
@@ -1,4 +1,4 @@
-Level,LP,Course Name
+Level,Learning Path,Course Name
Level 1,01: Skuid Ethos - Level 1,Congratulations! You've been accepted to Skuid Skool
Level 1,01: Skuid Ethos - Level 1,Create Your Own Dev Org Environment/Install Skuid - Level 1
Level 1,01: Skuid Ethos - Level 1,Skuid Resources
diff --git a/Timetagger/_timetagger/users/norm~bm9ybQ==.db b/Timetagger/_timetagger/users/norm~bm9ybQ==.db
index fb36c678..4929ab23 100644
Binary files a/Timetagger/_timetagger/users/norm~bm9ybQ==.db and b/Timetagger/_timetagger/users/norm~bm9ybQ==.db differ
diff --git a/TodoList.md b/TodoList.md
index 18c656e0..3eab1457 100644
--- a/TodoList.md
+++ b/TodoList.md
@@ -3,9 +3,26 @@
TODO: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions.
TODO: Get Chris to create Tracy's Dashboard in Hubspot.
TODO: Train Courtney on: Automation, Apps, Analytics, Templates & Design
-Training Sessions on:
-* Templates & Designs & Automation
-* In-built Properties and Custom Properties
+For Courtney, Training Sessions on:
+
+* Templates & Designs & Automation
+* In-built Properties and Custom Properties
* Add-ons
-*
+
+Admin Stuff, access:
+
+* Courtney:
+ * Looker
+ * Admin
+ * Gong
+ * Master Data Email
+
+* Tracy:
+ * Looker
+ * Gong
+ * Air Call
+ * Hubspot
+
+More items:
+Ticket etiquette