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Norm Rasmussen
2022-10-27 17:07:07 -04:00
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7
CustomerNotes/Crayon.md
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@ -40,11 +40,6 @@ Registration page - embed a hubspot form?
Hubspot is just for marketing
## Meeting with Sheila regarding Analytics and Hubspot
- [ ] Pull single course analysis with all versions lumped into one
- [ ] Can we pull all versions with date range?
## 10/26/2022
### Contract Convo with Conor
*Two major things they need from our end*:
@ -56,4 +51,4 @@ Hubspot is just for marketing
* The same flow needs to be done for the accelerator course.
* They are currently filming for the accelerator course
* Conor just needs to know right now what me or Austin or I will need to create that special link.
* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.
* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.

118
CustomerNotes/Flink.md
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@ -1,5 +1,44 @@
# Flink
## Old Notes without Dates.
### Tasks(old)
- [X] Need to Hide some courses for an offline assesment
- [-] In person assesment, so score must be hidden - pending not resolved
- [-] contact SE for hiding score - 7 quizzes across 7 different courses
- [X] Turn on search bar for them
- [X] Demo Workflows
- [X] Quiz as Survey functionality and best practices
- [X] Milestones?
- [X] Intro to Marek for Communications Beta
- [X] Map out workflow for duplicate or changing email addresses
- [X] Intro to Clementine and Simon
- [X] Intro to KJ for Analytics changes?
- [X] ILTs are the most important from Netherlands meeting
- [X] Map their categories presentation to Northpass best practices
- [X] Move course to Sandbox for testing - test many courses in carousel
- [X] TESTING / Rider Onboarding - DE (ENG)
- [X] And then 5-6 others at random
- [X] Change Collapsible Menu
- [X] Course Scripts
- [X] Articles > Help Center
- [X] Move Contact to the bottom: Contact, Profile Settings, Sign out
- [X] Rider App
- [X] Add Language Buttons such as in Canva (top right)
### Notes(old)
New app launch during July, workforce support
These support apps will have links to Northpass
Customizable HTML web page
With learning paths courses are more sustainable
LP good for grouping certain content
How about setting up a certain groups
They are rethinking groups and need to transition their group hierarchy
Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
Figma file questions
They need more training and enablement They will follow up for Figma files and setting those up for design
## 07/07/2022
* MCA COLUMN ORDER:
@ -199,49 +238,46 @@ Order of operations:
*Soner Design Changes:*
* The hero image height should be smaller. Cut off from search bar and below and then re-center the search bar and title.
* Include Privacy Policy and use the same Footer on (Flink's Website)[www.goflink.com]
Final item: Cami will get back to us when categories are done.
Northpass team to do final QA today.
## Tasks
- [X] Need to Hide some courses for an offline assesment
- [-] In person assesment, so score must be hidden - pending not resolved
- [-] contact SE for hiding score - 7 quizzes across 7 different courses
- [X] Turn on search bar for them
- [X] Demo Workflows
- [X] Quiz as Survey functionality and best practices
- [X] Milestones?
- [X] Intro to Marek for Communications Beta
- [X] Map out workflow for duplicate or changing email addresses
- [X] Intro to Clementine and Simon
- [X] Intro to KJ for Analytics changes?
- [X] ILTs are the most important from Netherlands meeting
- [X] Map their categories presentation to Northpass best practices
- [X] Move course to Sandbox for testing - test many courses in carousel
- [X] TESTING / Rider Onboarding - DE (ENG)
- [X] And then 5-6 others at random
- [X] Change Collapsible Menu
- [X] Course Scripts
- [X] Articles > Help Center
- [X] Move Contact to the bottom: Contact, Profile Settings, Sign out
- [X] Rider App
- [X] Add Language Buttons such as in Canva (top right)
### Notes
New app launch during July, workforce support
These support apps will have links to Northpass
Customizable HTML web page
With learning paths courses are more sustainable
LP good for grouping certain content
How about setting up a certain groups
They are rethinking groups and need to transition their group hierarchy
Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
Figma file questions
They need more training and enablement They will follow up for Figma files and setting those up for design
## 10/27/2022
### First Meeting after Launch
* Positive Reviews!
*Some Topics from Cami*
* Front end:
* Soner shared some items from the front end stuff
* Is there anything missing from the Flink side to help improve things?
* Patrycja: a better design understanding of the search.
* Cami - do we need to show courses?
* Soner Front End stuff:
* The search works, but once you search for a course, some cosmetic things need to be changed.
* Search results is slightly covered
* Results are showing courses that they are not enrolled in
* Screen had two handover processors - that's because learners are enrolled in both courses. This is normal functionality.
* Back to my Courses in course viewer is not functional.
* Search didn't work on dashboard?
* Flink logo should go to categories page. Not the status page.
* Language button isn't working as expected. If they click english, all the courses disappear. If they click german, all courses disappear. On home page, all courses of _both_ languages show up.
* Properties, if admin saves property as uppercase, it reverts to lower case. Bug?
* Location and Languages _should_ be working as expected.
* Soner has also recieved questions about course completion:
* Some people compelete the course in one language, they want to mark the other course as complete.
* Also, they provide a survey at the end of the course which the person can't take because Flink doesn't allow retakes.
* If people get moved between groups, so should courses?
* Items from Camila:
* They are setting up auto-triggers with Fountain, which is being discussed with Nino's team (along with Patrycja)
* Can we link Northpass with Braze?
* Cami to send over the User Experience/Flow for a good integration
* We need clean data, which can complicate it
* Trigger should be: if you didn't complete the training, send a Braze notification.
* Braze trigger would be time delay + check completion - if no, send notification
* Patrycja will still need a clear flow/infographic to understand what they need.
* One last item from Cami:
* Data from Northpass seems good
* But some people are assigned as Pickers when they should be Riders
* They are anxiously awaiting Rob's extract
* Flink team really wants to merge IDs of learners
* This is necessary to clean up data

27
CustomerNotes/KeystoneRV.md Normal file
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@ -0,0 +1,27 @@
## 10/27/2022
### Meeting Requested by Tabatha
*Preliminary Questions:*
* Adding users for specific Learning Paths?
* Email notification didn’t go through for new users to register? (this was a manual add of a new user)
* New School/Learning Path for our CS for employees.
* Number of Learners Enrolled in a course do not always match?
* Don't match what? Situation:
* Alpine Learning Path
* Courses in LP
* Construction Course has 1160 enrolled
* Next course as 513 enrolled
* Availability of courses is important to them.
* Other thing: Users that don't have an ignite account:
* Their CS team wants to have a small school as a clone/knock off for another team.
* What does another Keystone instance look like?
* It won't be as large. Internal training. Maybe some external training.
*
*Notes:*
* They use Mambo as their analytics aggregator
* Just launched a Dearler Mgmt View
* Their dealers/clients get sales points for completing sales and then they can redeem swag for points.
* Something about multiple tokens. Has to do with UUID in their own system and APIs. She didn't explain more, just that it was an "issue".
* What is the token? It follows the user.
* Middleware - zaneray or mambo might create the token

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CustomerNotes/Talkspace.md
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@ -62,7 +62,6 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
- 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
* [ ] Pull master Spreadsheet of Learning Paths, MCA
- 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
@ -82,9 +81,6 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
* Rebecca Jewel, to reach out to Virun, Chief Medical Officer for this audit
## 10/11/2022
* [ ] Update 2022 to 2023 on the main dashboard page - Update now
* [ ] After someone finishes the 1099 courses, they will then reach the Compliance Group/courses. The 1099 courses should not be seen.
* [ ] Send Molly options for hiding the 1099 courses. Workflows to unenroll? Hide courses not in the group?
* 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
@ -116,7 +112,6 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
### Gracie and Fountain
* Gracie had some time with Molly, but then cancelled and said she followed up with Nicole. But unclear about what.
* [ ] Record Vidyard + Screenshots to show what needs to be done.
### Jenna & Hand off
* Asked about BBHR
@ -125,3 +120,25 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
* 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?
* 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?
* 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.
### Jenna & Angel Questions & Tour
*Questions from Jenna:*
* 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_

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CustomerNotes/Walmart.md
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@ -52,10 +52,17 @@
## 10/21/2022
### 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*
> * 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.
*