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small random changes

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This commit is contained in:
Norm Rasmussen
2022-07-20 16:17:47 -04:00
parent 76fb78c989
commit 728cacd184
5 changed files with 227 additions and 13 deletions
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CustomerNotes.md
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@ -24,9 +24,9 @@ What is required for launch?
## Todos
- [ ] Channel Cards should say 33% viewed not complete
- [ ] Add timing to activity titles (Melinda)
- [ ] Add timing to channel card (Northpass)
- [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
- [ ] My Topics - changing to what?
@ -34,25 +34,43 @@ What is required for launch?
- [ ] Learning Paths >> Programs
- [ ] All other topics >> Modules
- [ ] Remove Zero_course function/codeblock
- [ ] Add copy and all contents to footer
- [ ] Check on viva code for legal
- [ ] Grey scale certain pictures that are not availble to non-logged in users
- [ ] Add privacy links to reg page
- [ ] For non-logged in, Events and My Topics should not be availble
- [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,
- [ ] 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
Events should be figured out by your demo -
### Notes
Customer base: residents, fellows, surgeons, optometrists, opthamologists
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
It isn't even primary speciality
Once the error is fixed on the form, K will let M know to test
Events are tied to... course or group
But if we have a group per state,
Are we also creating groups around role, not primary speciality
When loading an event, event should select between both groupings - a Texas Opthamologist
She needs granuar control, she may not want to invite students or fellows
Or a residency event and not invite opthamlogists
Other one:
How do we differentiate from "all"?
For Americas, LatAm, Canada, and USA might have different courses
This is ONLY for the US
# Crayon
@ -126,6 +144,16 @@ Molly should not have access to course Marketplace
# DoubleVerify
- google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
## Demo with Mark Protus
Integration with LI Learning
Wants to stay within LMS and consume LinkedIn Learning content
Build learning paths using linked in cirricula and them make them availble within Northpass
Utilize BBHR integration
COmpliance training would be via LinkedIn Learning and Traliant
Know4 bet
## Meeting with Mark Protus, New SVP of L&D
Questions about usability
Do we have a common database or individual databases per customer?
@ -249,6 +277,29 @@ Meeting with Kayla at 3:00pm 6/28/2022
- [ ] - Connect KJ with Wild health for Analytics
- [ ] - Assign an SE for the Felix conversation
The patient/client shouldn't see a difference between Clarity and Northpass
Can we provision grouping before activation? Northpass
What if we wait for a webhook, then put them in a group?
Felix Scenario:
Typical example
Patient fills out 5 quesiton form
You will be assigned 1 of 5 challenges
You first need to be invited
Then activated
Then assigned a challenges
Can we create a custom integration without zapier
Make an API call?
Yes they will create it themselves
Email must be matching, or it will create a new account
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?
- [ ]
# 4Pillars
Code igniter information
@ -325,11 +376,11 @@ Educator - Teachers looking for PD requirements
- Salesforce
## General Notes
## Genzeral Notes
- currently hosting every module in survey gizmo and intercom
- Need to break these down into activities
- Components == activities
- Components == activities:w
- Calum wants the academy to be a living, adaptable thing
- DEADLINES: End of July, all courses done, Mid-August, Launch
- Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
@ -351,6 +402,44 @@ Educator - Teachers looking for PD requirements
- Updated driver doesn't need to take new training
- Permissioning doesn't change very often
- If someone has dropped off the app for 6 months, they will have to redo the trianing
** 7/19/2022 **
Colin
Which access rights/permissions within BambooHR to turn on the integration
- [ ] Separation of instances - chauffer and internal -S
- [ ] Northpass chauffers and northpass internal -
- [ ]
Calum is sick now, surgery - next week he will return
Design for both - start with basic design
Integration into app in Q4 -
SSO for chauffers
UUID - not through email since they have duplicates
Integrating with salesforce - what needs to be done in their salesforce to turn on integration
Colin is very familiar with SFDC
Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers
Timeline Internal: HR team wants to use it right away, GDPR as first training
Just focus on content creation with Chris
Turn on salesforce
watch it not work
have p set up webhook script for learner completed
pass uid in enrollment URL/invitation URL
chauffer clicks, enrolls, takes course, webhook goes back to SFDC
Thoughts:
Turn on so enrollment object gets created
Once it exists in salesforce, with workato we can update xyz in enrollments object
** Meeting with Chris from Learning Team **
Any department has to go through initial training
Service Excellence team,
Newbies from Manila are contractors and don't have BBHR access
These are your customer care team
Berlin, LA, etc all have Blacklane Employees
ILT wont work because they have to do instructor led training within a course
# Quantuvos
@ -415,7 +504,20 @@ The rest comes from Experts - experts in certain fields (time management, podcas
- [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
* 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?
*
# Agriwebb
@ -695,3 +797,23 @@ Share some examples
Include Andres with any Paula conversation
## Content Call 7/18/2022
- For today, how we need to think about how our sight looks and feels
- Suggestions and best practices
- Design should be full embed - the entire site into their app
- Then we will do micro-embeds, small portions in their site
Andres: in the beginning, have it right away
Division of labor between Northpass design and Hello designs
Andres works with us on wireframe
Questions from Andres:
- Next meeting, map out content and user flow what tools do we use? Figma? Draw.io (I suggested figma)
- Trying to incentivize the users engagement in the learning center
- Ideally show "another person completed this course" - can we pull from a table of names?
- Mapping the content in the experience? Similar to Skuid Experience
- [ ] Send webSDKs, embed, webhook, and documentation
# AIIM
Workflows Demo

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@ -0,0 +1,42 @@
SELECT DISTINCT p.id
,p.full_name
,p.uuid
,p.email
,c.name AS course_name
,c.uuid as course_uuid
,e.created_at AS enrollment_time
,t.course_completed_at
,t.first_activity_completed_at
,t.last_activity_completed_at
,t.attempt_number
,t.progress
FROM people p
JOIN enrollments e
ON e.learner_id = p.id
JOIN courses c
ON c.id = e.course_id
JOIN schools s
ON s.id = p.school_id
LEFT JOIN (SELECT DISTINCT p.id AS person
,ca.completed_at AS course_completed_at
,min(com.created_at) AS first_activity_completed_at
,max(com.updated_at) AS last_activity_completed_at
,ca.created_at AS enrollment_time
,ca.attempt_number AS attempt_number
,ca.progress AS progress
FROM courses c
RIGHT JOIN course_attempts ca
ON ca.course_id = c.id
JOIN partnerships pa
ON pa.id = ca.partnership_id
JOIN schools s
ON s.id = c.school_id
JOIN people p
ON p.id = pa.person_id
JOIN completions com
ON com.course_attempt_id = ca.id
AND c.name ='PASS Basic - The Industry Standard'
GROUP BY 1,2,5,6,7) t
ON t.person = p.id
WHERE p.email = 'joelclaiborne@yahoo.com'
AND c.name ='PASS Basic - The Industry Standard';

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NP_Custom_Templates/customer_templates/Omnisend/_footer.html.liquid
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@ -5,7 +5,7 @@
<div class="footer-top-left">
<img class="footer-top-left-logo" src="https://s3.amazonaws.com/static.northpass.com/Omnisend/logo.png">
<div class="footer-top-left-text">
Your complete marketing automation platform.
The top-rated marketing automation platform for ecommerce.
</div>
<img class="footer-top-left-badges" src="https://s3.amazonaws.com/static.northpass.com/Omnisend/omni_footer_badges_2022.png">
</div>
@ -75,7 +75,7 @@
</a>
</li>
<li class="footer-top-right-bottom-column-list-element">
<a class="footer-top-right-bottom-column-list-element-link" href="">
<a class="footer-top-right-bottom-column-list-element-link" href="https://www.omnisend.com/omnisend-bookings-for-wix/">
Wix
</a>
</li>

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@ -0,0 +1,50 @@
# Duaabl, Formerly Handies
## Norm's Notes:
* Found us via Bolt academy
* Training taskers
* Testing every app similar to Bolt
* Still focusing on construction and home repair
* They need to start on something specific
* Behavioral training and issues
* Bad feedback like how someone is smoking while on the job
* No other tools to onboard
* Record of all jobs is in their app - how much they earned, what jobs they have done
* Holistics
* Two apps - one for user and one for tasker
* ASAP Timeline, just started to look at options
* One month to get it rolling, current tasker need to go through the courses
* Marketing is involved
* Currently just in Estonia, but want to enter new markets
* Sept/Oct expand
## Drew's Notes:
7/15/2022 Duuable (Formely Handies) Annika Orusalu
Found us via Bolt
Customer Support/Community Manager
New Onboarding process
Sort taskers who are ready to take jobs and during the process they train their users how to use their app & wants to do it in an easy way
She is testing every vendor to see how they did it, that how she found bolt
Currently onboarding process- still focused on construction & home care at the moment
Handies started from construction
Really easy steps on app how to onboarding but no training
Users do not know how to properly act when they arrive to a home
She wants to change the way they think so they can become more professional
Currently not using any tools, does not have any knowledge on technical things
Holistics
Using 2 apps that are working together
In the development process so customers can give feedback
Just started looking for options and need it quickly
Wants to finish it in 1 month and ready to go
Taskers who are using the app have to go through it as well
Wants to enter new markets as well in september/October
Is familiar with LinkedIn learning
Wants to know about analytics in terms of when someone finished a courses etc.
Just needs something really easy to onboard with the basics
Look through tutorial, behavior steps so they have it
In the future it will be used to training different topics
Wants to know pricing/ has no pricing expectations
Has to check with marketing and decide next steps