small random changes

CustomerNotes.md

@@ -24,9 +24,9 @@ What is required for launch?
 ## Todos
 
 
-- [ ] Channel Cards should say 33% viewed not complete
+- [X] Channel Cards should say 33% viewed not complete
-- [ ] Add timing to activity titles (Melinda)
+- [X] Add timing to activity titles (Melinda)
-- [ ] Add timing to channel card (Northpass)
+- [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
+- [X] Add copy and all contents to footer
-- [ ] Check on viva code for legal
+- [X] Check on viva code for legal
-- [ ] Grey scale certain pictures that are not availble to non-logged in users
+- [X] Grey scale certain pictures that are not availble to non-logged in users
-- [ ] Add privacy links to reg page
+- [X] Add privacy links to reg page
-- [ ] For non-logged in, Events and My Topics should not be availble
+- [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
+

MCA.sql

@@ -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';

NP_Custom_Templates/customer_templates/Omnisend/_footer.html.liquid

@@ -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>

SalesNotes.md

@@ -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
+