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# Flink
## 07/07/2022
* MCA COLUMN ORDER:
* School ID
* Learner Name
* Email
* SSO UID
* Groups
* Course Name
* Course Version
* Enrollment Day
* Attempt STart
* Attempt End
* Attempt Number
* Course Progress
* Last Activity
* Last Activity Date
Align on points of contact
Concerns? They are the main contact for all back end structure and content
Some teams - Simon's team for example - are country managers, such as Netherlands
Workload balance - should someone else be working with Simon?
Patrycja for urgent things? Can Anna keep working with Patrycja
Simon's requests are not a priority sometimes
Flink needs to align with the market and some concerns are not right now
Priority right now is revamping everything in Northpass
Camila and Soner are main POCs for *everything* within Northpass
AGENDA FOR EACH WEEKLY MEETING - align that the markets priorities and requests are actuall priorities
Canva Demo
Logic for beginner, if you complete half of the must haves, you're at level X
All within northpass courses
Rider APP > open mobile app
If desktop > go to a URL
Can we setup a login of button groups?
Course Scripts : a need/vision, they want to read transcript of courses
Can we add duration on course card within LP overview page?
Events are a new push
- Talks from Hub Managers
- Already fruitful for netherlands
- Will be used by other markets
- Main district (Germany) were not involved in the events originally, and now they will be aligning on strategy
-
Analytics, need hub based metrics to give to the managers
Soner - one of the priorities are the reports he asked for
** Quiz hiding the score: **
- If it is too hard, don't worry
- This is a one-time case
- Not super high priorty
- Doesn't make sense to push for this right now
Front end layout - let them know what is possible
Next steps is categories, groups, and labels
They need to clean these labels, make them easier to understand
Filter by certain category labels i.e Marketing courses, etc
HM = Hub Manager
IA = Inventory Associate
Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass
From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses
They should then filter by
Two main labels for learning, Market Label & Language Label
They need it to be cleaner for the backend
People should be able to see multiple languages
There are multiple flows - HQ Cascade Content & HQ Diverse Content
Soner's suggestion, Each course is a contact in your phone and then you add different fields, so must have is just a label or category or ribbon
The most important thing is a clean view to see what their first/must complete courses are
All courses exist within this Matrix of circle courses
Eventually, they want hub managers to have a clean view of their employees, aka their hub
SAP is the goal for single source of truth for data
Zapier, Quinyx, BambooHR,
Okta is coming for SSO for access
_Overall Deadline_
Everything before Q4, SSO, Frontend
Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.
Single Course Analysis - because they wanted a dashboard
Course Completion - because they wanted to see who completed it
* Course completion NO should show up regardless of attempt start
## 07/26/2022
Training and Content Team for Netherlands, Switzerland, Austria
2nd biggest market with 65 hubspot. German is the biggest with 100+.
Distribution/Hub manager for Netherlands
Has some bottle necks:
- MCA and 5000 entries
- Learning Path Analysis
They manage everything from a google sheet
Hub managers have access to this google sheet
Currently manually sending emails and follow ups - NP communications are weak
Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer)
Scheduled Delivery would be great too
This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered
Source of truth is Big Query or Looker for the country manager and job title (HUB)
Can we API into the properties?
Wants weekly analytics -
Other Hot topics in the Netherlands:
- Frustrations with ILTs
- People can register for multiple sessions within an event (they shouldn't be able to)
- Can we prevent them from multiple sessions?
- Simon doesn't have the admin possiblity to unregister people from sessions
- He wants to register and unregister people
- If Simon increases the number of seats, that person can't re-register because they have already been denied
- Waiting list isn't good because a denial is a forever denial
- Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
- In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
- Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
- Don't like that you need multiple courses per language.
- Quizzes: needing multiple quiz for every language.
## 08/11/2022
* Reporting
* They are combining course a, b, and c into a new course A -OPPOSITE
* If course a is complete, then new courses a, b, and c need to be completed
* So everyone who has already completed those courses needs to be marked as complete in course A
* How can we mark someone as complete?
* People should be enrolled in the new course
* Courses
* number of enrollments
* Ask soner
* Needs info on events
* Upcoming on the global level
## 9/22/2022
* Banner Width smaller
* Mobile view search bar becomes too short - Phone view
* Chevron Carousel is okay for many courses
* Embed our Workforce Contact
* If you click contact, it will send them to a website hosted by Flink
* Soner to send brand guidelines & which buttons should be removed from collapsible menu
* Questions about Preview as Manager vs Learner
* Allow them to update FAQ on their own
* collapsible menu not showing in mobile
## 10/06/2022
* Cami and Soner to pull their own analytics
* Unsure what those key metrics are
* However, they currently look at:
* Completion % of courses
* Number of completed courses
* Planning needs to happen about what those analytics are
* Main priorities, cateogries, ensure the front end is "Flinky",
* Reduce banner slightly, Cami to send a picture of what she wants
* They want to launch ASAP, but need to find a window that works best
* Wednesdays are generally slow and could be a good transfer day
* Wednesday 10/19 - tentative
## 10/13/2022
* Soner to work on communications plan and roll out
*
## 10/14/2022
These are new notes to test an update function
* Item 1
* Item 2
* Item1.2.3
* Item 3
* Item 4
* Item Item
|----
## 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)
* [ ] This is a task #1
* [ ] This is another task #2
* [ ] This is a sub task! #3
* [ ] Here is another task. #4
### 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
,[Name](2022-10-17_name.md)

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# JJSV
** Think Boutique when considering the style **
## Todos
- [X] Channel Cards should say 33% viewed not complete
- [X] Add timing to activity titles (Melinda)
- [X] Add timing to channel card (Northpass)
- [X] Challenging Case Content, split into different courses
- [X] Dont share SCORM course Phaco Funds with Dr. Sam Garg
- [X] My Topics - changing to what?
- [X] All Channels should be All Topics
- [X] Learning Paths >> Programs
- [X] All other topics >> Modules
- [X] Remove Zero_course function/codeblock
- [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
- [X] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
- [X] Ask Marek about newsletter communiciations and if we can segment by certain groups or people
- [X] See if we can expand the number of Properties
- [X] State, Region, City, are all needed Properties
- [X] If we need to back off on card content properties (course properties, such as time)
* [X] Programs > Bummer, you're not part of any programs
* [X] Other Topics > Yikes! You aren't accessing any any modules
* [X] Ping Tigue regardig
Events should be figured out by our demo -
* [X] Add featured content spotlight box that moves the 4 boxes down
* [X] Can we showcase videos on the main page with a little modal?
* [X] Add all groups as per Kaitlyn's info
* [X] Wants to start putting in content by the 15th August.
* [X] Create and send document for Melinda's instructions to add categories.
* [X] Delete all courses and everything from Media Library
* [X] Let Melinda know when clean state has been achieved
* [X] Create documentation for categories & adding courses to groups - understand catalog vs. groups
* [-] Update Smartsheet by moving all Phase II projects to new heading
* [X] New Footer: all About (minus Products/DO)
* [X] Useful Links - JJ vision Pro, Contact Us, JJI, YouTube
* [X] Legal Allyson
* [-] Legal Notice needs to change
* [ ] Contact us should go to a FORM not an email - remove link all together for now make it inactive
* [ ] Opt out for emails - Comms Changes
* [X] This cant be $250,000k total for global academy
* [X] AMER - is LatAm, Ameica, Canada
* [X] ASIAPAC - NZ, AU, All of Asia
* [X] Europe is Europe
In person events should change register button to "remind me"
Melinda will then add the 3rd party links into the event description
Figure out events setup
### 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
## 10/03/2022
* [-] CREATE a storyboard PPT of the UX of the academy
* [ ] Remove all links along the top of the footer
* [ ] Cookie/Legal should link to Northpass' Policy
* [ ] Contact Us should be un-clickable
* [ ] Add how to edit properties and links in the Documentation
* [ ] Backspace Professional Events
* [ ] Product Inforation should be: "Learn about Johson & Johnson's Technology Offerings"
## 10/10/2022
* [ ] Footer - make red text NOT red
* [ ] Grey Footer, change 2021 to 2022
* [ ] Have Kaitlyn rearrange the tiles on the main page
* [ ] Currently: Events, Explore, Product, My Topics
* [ ] Proposed: Events, My Topics, Product, Explore
* Tigue asked some questions.
* During the registration process, can Company Practice Name have a suggestion that pulls from Google Search?
* No, well maybe. Google is too expansive. We need a refined data set. She pinged Tigue, who may reach out
* Talk and brainstorm about possiblities to refine the data that the search pulls from
* New Site launched One Vision. Pro site. It says "Interact" at the top of the dashboard. Onevision.prointeract.com.
* Melinda called it a "show pad". https://www.prointeract.com/#mousescroll
* Internal training site? CMS? Hard to tell. But it has a folder for sales training. It looks just like a list of files and resources.

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## 8/25/22
**3 Points for our Meeting:**
* Analytics
* First back to school season, in October post-mortem report on how year one went
* Wants to discuss data points that would lead to ROI and KPI
* Survey or NPS scores
* Email other important metrics for analysis
* These numbers are very low compared to the number of people invited
* The number of groups is the number of total invited groups/clients
* People can opt out,
**Flow:**
1. Auto email goes out with a description of how to get into the academy
2. No one clicks
3. 110 clients have been invited and each client is a districts
4. Each district could be 2 people or 30 people
5. Are they enabling their distcits to forward the emails along?
### Custom Reports
**Requested Data in Reports:**
* Group Name + Created + Members
* List of People not Necessary
* Back to School Season needs it Weekly
* Last week of July to Last week of September
* Friday Morning Delivery
* No Group ID
> Overall goal is spending less time in live trainings with small districts (<$50,000)
> This time last year, 35% of trainings were spent with small accounts
> This year, 26%! A 10% change.
115 actually did training, ~350 hours
This is just training time, hours for travel and planning isnt' factored in
This has been successful now and is positioning for something better in the future
Idea has been floated to sell stuff in the future. No timeline or roadmap for this.
Low enrollments because District Contact invites teachers to the platform
Larson isn't in control of the communications
Might be more comfortable a year from now helping with that
It is a sticking point to be in control of teacher's emails and contacts
**Other ideas:**
* SSO for their district
* BigIdeasMath.com is where learner's sign in right now
* Can we consolidate a single authentication method?
* Integrations with:
** Salesforce, Hubspot, Pendo, No BI Tool
**Next 6-8 Months:**
* Back to school "ends" mid-September
* Oct-December - Focus on Sales
* Jan - Mar - Continued Sales
* Launching new product segment, Elementary
* Launched & Begin Sales Fall 2022
* Implemented 2023
* Trained by April 2023
* Development of Resources in February 2022
* April is "next year" of Northpass
* Integrations, Design, and any other changes should be completed by April of 2023
* Wait until November for New Conversations
## 9/8/22
* They need to train sales people on the new product
* And all other employees later in the future, mostly customer-facing employees
* Combo of live meetings & LMS
* They also need to train their partner, Geographic Learning
* Throwing around the idea of using Northpass for this
* GL needs accountability - share recording, small quiz, check they are done
* Can we use sales training and track actual sales?
* Add ammo for Sophia's case
* Workflow: attend the live session > Test knowledge >
* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [X] Add personalized message to /app.
## 9/22/22
* Takes a course > single question:
* Did you attend live training on {date}?
* If yes --> Free form course, review material, No quiz (resource)
* If no --> Milestones, videos, and quiz
* There are weekly trainings, that are live
* If they don't attend that, they need to do asynchronous training
* She wants to do scheduled release of sections, but a course per update might make more sense.
## 10/20/2022
*New Product Launch*
* Big sales training on this product happened
* They have recordings and bi-weekly follow up documents of all this new product knowledge
* She was hoping to put it into Northpass, but her VP said there is "information overload" and they need to simplify everything.
* Initiative fatigue in the company
* A big barrier is getting people into Northpass. Setting expectations to have them login to a new system makes it feel like another "task" for employees to do.
* So putting it in Sharepoint makes it "a resource" for employees to access on-demand.
* One of the challenges that Sophia is facing is the registration process for customers.
* Two things she wants to focus on next:
* Short term: Registration process is really messy. Authentication isn't clean for learner
* Long term:

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# Talkspace
## 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
416 tickets of people with errors
52 people completed the learning path
Rest of comments are around the harrasment and cyber course
Would new ones work better? Not guaranteed
Understanding from Norm:
Who is in charge of all courses?
William Bell (Kipp)
Cyber Security
Harrasment showing 100% in NP
Not in BBHR
CS: still due
Harrasment: Still due
Contact Patrycja
Amanda Corriveau - she needs admin access to BBHR/NP but shouldn't be able to access Course Marketplace
Both need BBHR to connect courses, Molly in 2nd instance
Molly should not have access to course Marketplace
[ ] - Ratings for internal use only, once someone rates, the rating disappears
[ ] - 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
August 1st goal of completeing the new courses
Especially the Cultural Competency course
Internal service errors keep happening
As early as last week
We need options for outside of the learning path
Learning Paths - two other schools are 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
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
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
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
* [ ] 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
## 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
* [ ] 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
* 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 recieved an email.
## 10/11/2022
### Meeting with Emile from Bellweather
* Ask Ummey if activitiy specific information would be helpful?
* Currently they are pulling learning path data
*
## 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