small random changes
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Norm Rasmussen
144
CustomerNotes.md
144
CustomerNotes.md
@ -24,9 +24,9 @@ What is required for launch?
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## Todos
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- [ ] Channel Cards should say 33% viewed not complete
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- [ ] Add timing to activity titles (Melinda)
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- [ ] Add timing to channel card (Northpass)
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- [X] Channel Cards should say 33% viewed not complete
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- [X] Add timing to activity titles (Melinda)
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- [X] Add timing to channel card (Northpass)
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- [ ] Challenging Case Content, split into different courses
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- [ ] Dont share SCORM course Phaco Funds with Dr. Sam Garg
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- [ ] My Topics - changing to what?
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@ -34,25 +34,43 @@ What is required for launch?
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- [ ] Learning Paths >> Programs
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- [ ] All other topics >> Modules
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- [ ] Remove Zero_course function/codeblock
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- [ ] Add copy and all contents to footer
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- [ ] Check on viva code for legal
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- [ ] Grey scale certain pictures that are not availble to non-logged in users
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- [ ] Add privacy links to reg page
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- [ ] For non-logged in, Events and My Topics should not be availble
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- [X] Add copy and all contents to footer
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- [X] Check on viva code for legal
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- [X] Grey scale certain pictures that are not availble to non-logged in users
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- [X] Add privacy links to reg page
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- [X] For non-logged in, Events and My Topics should not be availble
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- [X] Melinda to provide links to privacy policy, cookie, etc
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- [ ] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
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- [ ] Ask Marek about newsletter communiciations and if we can segment by certain groups or people
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- [ ] See if we can expand the number of Properties
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- [ ] State, Region, City, are all needed Properties
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- [ ] If we need to back off on card content properties (course properties, such as time)
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- [ ]
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[ ] Programs > Bummer, you're not part of any programs
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[ ] Other Topics > Yikes! You aren't accessing any any modules
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Events should be figured out by your demo -
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### Notes
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Customer base: residents, fellows, surgeons, optometrists, opthamologists
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Chapter Content
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Registrations will be a link that Melinda will manager
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** 7/18/2022 **
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Role is what will decide what content they have more than region or location
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Content is by role
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Events is by State
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It isn't even primary speciality
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Once the error is fixed on the form, K will let M know to test
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Events are tied to... course or group
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But if we have a group per state,
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Are we also creating groups around role, not primary speciality
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When loading an event, event should select between both groupings - a Texas Opthamologist
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She needs granuar control, she may not want to invite students or fellows
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Or a residency event and not invite opthamlogists
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Other one:
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How do we differentiate from "all"?
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For Americas, LatAm, Canada, and USA might have different courses
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This is ONLY for the US
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# Crayon
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@ -126,6 +144,16 @@ Molly should not have access to course Marketplace
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# DoubleVerify
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- 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)
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## Demo with Mark Protus
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Integration with LI Learning
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Wants to stay within LMS and consume LinkedIn Learning content
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Build learning paths using linked in cirricula and them make them availble within Northpass
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Utilize BBHR integration
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COmpliance training would be via LinkedIn Learning and Traliant
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Know4 bet
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## Meeting with Mark Protus, New SVP of L&D
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Questions about usability
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Do we have a common database or individual databases per customer?
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@ -249,6 +277,29 @@ Meeting with Kayla at 3:00pm 6/28/2022
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- [ ] - Connect KJ with Wild health for Analytics
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- [ ] - Assign an SE for the Felix conversation
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The patient/client shouldn't see a difference between Clarity and Northpass
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Can we provision grouping before activation? Northpass
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What if we wait for a webhook, then put them in a group?
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Felix Scenario:
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Typical example
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Patient fills out 5 quesiton form
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You will be assigned 1 of 5 challenges
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You first need to be invited
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Then activated
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Then assigned a challenges
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Can we create a custom integration without zapier
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Make an API call?
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Yes they will create it themselves
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Email must be matching, or it will create a new account
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Next Sprint or following - 2-4 weeks
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Daniel has been the WildHealth dev working on this
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- [ ] Send documentation and endpoints (person created, person added to group)
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- [ ] Will a user that gets activated count against their MAL?
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- [ ]
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# 4Pillars
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Code igniter information
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@ -325,11 +376,11 @@ Educator - Teachers looking for PD requirements
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- Salesforce
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## General Notes
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## Genzeral Notes
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- currently hosting every module in survey gizmo and intercom
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- Need to break these down into activities
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- Components == activities
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- Components == activities:w
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- Calum wants the academy to be a living, adaptable thing
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- DEADLINES: End of July, all courses done, Mid-August, Launch
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- Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
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@ -351,6 +402,44 @@ Educator - Teachers looking for PD requirements
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- Updated driver doesn't need to take new training
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- Permissioning doesn't change very often
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- If someone has dropped off the app for 6 months, they will have to redo the trianing
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** 7/19/2022 **
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Colin
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Which access rights/permissions within BambooHR to turn on the integration
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- [ ] Separation of instances - chauffer and internal -S
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- [ ] Northpass chauffers and northpass internal -
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- [ ]
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Calum is sick now, surgery - next week he will return
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Design for both - start with basic design
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Integration into app in Q4 -
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SSO for chauffers
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UUID - not through email since they have duplicates
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Integrating with salesforce - what needs to be done in their salesforce to turn on integration
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Colin is very familiar with SFDC
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Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers
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Timeline Internal: HR team wants to use it right away, GDPR as first training
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Just focus on content creation with Chris
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Turn on salesforce
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watch it not work
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have p set up webhook script for learner completed
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pass uid in enrollment URL/invitation URL
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chauffer clicks, enrolls, takes course, webhook goes back to SFDC
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Thoughts:
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Turn on so enrollment object gets created
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Once it exists in salesforce, with workato we can update xyz in enrollments object
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** Meeting with Chris from Learning Team **
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Any department has to go through initial training
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Service Excellence team,
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Newbies from Manila are contractors and don't have BBHR access
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These are your customer care team
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Berlin, LA, etc all have Blacklane Employees
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ILT wont work because they have to do instructor led training within a course
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# Quantuvos
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@ -415,7 +504,20 @@ The rest comes from Experts - experts in certain fields (time management, podcas
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- [X] Check in on workflows in a few weeks
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- [X] Connect Kayla and KJ for Analytics sync
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- [ ] Ask if we can do a Trial of Enterprise Workflows
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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.
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- [ ] Send product subscription plan features
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Three years ago renewed after going out into the market and tested other systems
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"Folklore of SPS"
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What other shortcomings are Workflows a bandaid for?
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* Analytics being a good example
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* How does the shortcoming affect renewal?
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* What can be done about enrollments? What is the trigger for SPS to enroll in new courses?
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Enterprise Workflow, where do they want to connect it to externally?
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*
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# Agriwebb
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@ -695,3 +797,23 @@ Share some examples
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Include Andres with any Paula conversation
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## Content Call 7/18/2022
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- For today, how we need to think about how our sight looks and feels
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- Suggestions and best practices
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- Design should be full embed - the entire site into their app
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- Then we will do micro-embeds, small portions in their site
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Andres: in the beginning, have it right away
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Division of labor between Northpass design and Hello designs
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Andres works with us on wireframe
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Questions from Andres:
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- Next meeting, map out content and user flow what tools do we use? Figma? Draw.io (I suggested figma)
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- Trying to incentivize the users engagement in the learning center
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- Ideally show "another person completed this course" - can we pull from a table of names?
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- Mapping the content in the experience? Similar to Skuid Experience
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- [ ] Send webSDKs, embed, webhook, and documentation
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# AIIM
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Workflows Demo
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