Updated Skuid Tests, added Notes and Todos

CustomerNotes/DouglasElliman.md

@@ -34,3 +34,14 @@ Current Issues:
 * Want better certificates. It takes Kathleen a lot of time to find, download, and send. 
 * Either when they click a completed course, be brought to cert, or have a certs page with all cert links they have accomplished. 
 * Charlie is working on managers that can be pulled into a report? She wants to easily filter and see who the person's manager is so that Kathleen can inform the manager of who hasn't completed a mandatory training. This is from the end of September. 
+
+## 11/29/2022
+Reports are not showing what she needs. Reuben Riviera says as not completed, but did complete it on Oct 4th. 
+She wants to setup meeting today before 3pm, with Jeff. 1pm. 
+She is trying to see everyone who hasn't completed the Cybersecurity Course so she can restrict their access.
+What she is doing: pulling MCA for this course, for this entire year, for anyone at 99% or less. Downloads as CSV, she then does an excel filter to remove duplicates. People have multiple emails, which is an issue. 
+Last week, she had 110 people in the report, this week she had 210. 
+People showed up on Monday but didn't show up last week. 
+Other issue: duplicate emails with inactive emails, but they completed it with their active email. 
+
+Austin's last convo with Michael McCormick was at 11am last Wednesday, November 23rd. Michael said he was going to send the changed data to Zack to look over this. It is retrieving data from the API endpoints. 

CustomerNotes/G2.md

@@ -164,4 +164,23 @@ CEO is _very_ excited for the numbers of G2U and wants the cert done ASAP.
 * Clickup has a great university that she likes
 * Adding a cert to someone's linkedin is a huge component about this. They want this to be marketing focused
 * She now wants to think about Learning Paths. Buyer Intent Expert, Review Expert, 
-* No timeline for how fast this should be done. But CEO is very excited and expecting this soon. 
+* No timeline for how fast this should be done. But CEO is very excited and expecting this soon.
+
+## 11/29/2022
+### Meeting with Michelle re: Partner Training
+Michelle is the internal onboarding manager at G2, for the past year
+Previously she did more onboarding work. It's her cup of tea. 
+Enablement team has recently taken on an "extra pillar" of enablement for partners. Reps should be able to co-sell G2 better along with internal G2 reps to selling G2. 
+With current economics and hiring slowing down, she is exploring partnership enablement. She won't be the PM for this, but is just exploring it. 
+They would like to lean towards a DIY system instead of hiring a new Program Manager just for this task of Partner Enablement.
+What are the goals of this partner enablement project? 
+* She is unsure. "That's the question, isn't it."
+* Pain points: they don't know what they don't know. Partner Success Managers are getting a lot of questions and spending hours on calls to have meetings and explain things. They are doing a lot of "upkeep" of collateral for partners. 
+* Partners Team has their own goals.
+* Enablement isn't responsible for the amount of dollars brought in, but can hopeully influence the amount brought in. 
+Currently uses Lessonly for internal LMS, and has used LevelJump as a cadence tool for tasks. For a CMS, they use high spot. This is managed by Carli, the G2M project manager. 
+What is the partner experience? Do they have their own G2 app? 
+Zoominfo is a partner. It would be cool is ZoomInfo's AEs could co-sell G2. Or same for a CSM, they could see that they aren't integrated with G2 and take a course to learn how to integrate it. 
+Can Northpass offer certs?
+Michelle: The way I've survived over the past year is to gather as many SMEs and Champions over the past year to help support Onboarding information and documents. 
+TODO: Build out a Test Instance for G2 Partnerships and put in their branding, and then create a course with her to test. 

CustomerNotes/Omnisend.md

@@ -43,4 +43,33 @@ Out of 41 people, 39 played its
 
 ## 10/17/2022
 ### Meeting with Lukasz W & C to discuss settings for other public academies. 
-* 
+
+## 11/29/2022
+### Ad Hoc meeting with Audrius to Discuss "Items"
+Problems/Opportunities:
+* Internal Training:
+    * Training people internally, admin and onboarding team. They are using Northpass. 
+    * They make a course not in catalog, but these courses are still in the customer academy.
+    * How to do a course with sensitive content? Can he password protect? Would groups solve for it? 
+    * Links are _not_ being sent via Slack, they are being assigned to courses and then get the default Northpass email. 
+    * His concern with Groups is when they send invites to the academy, they register, but then get redirected to the dashboard. The course they get sent to is not where they land - they get directed to the dashboard. 
+    * Can we do 2FA with Northpass Preregistration?
+* Revisit Google Auth:
+    * Is there anything in particular that Omnisend needs to provide to use Google Apps. What is the difference between App Directory and Default in Google Apps authentication? 
+    * They are less concerned with activated/active learners and really want to see individuals and get names and emails.
+    * Can Google Apps allow _any_ google account user to sign up with Omnisend? Is this the same as social login? 
+    FEAT: * They want Google Social Login for external users. They also want 2FA for internal users. 
+TODO: Can Google Apps allow social login? Can anyone with a google account have an account in Northpass?
+TODO: What needs to be done to setup a new instance with Google Apps auth? The documentation is really limited. 
+    * What Audrius would prefer is to have public pages, but the actual content must be behind login. 
+    * They need to switch to a better acquisition model. The original idea was to be like Youtube, but to be honest, this will never be like Youtube. 
+* Responsiveness with Screens:
+    * Some have rounded corners, some don't
+    * Course image in course overview doesn't go all the way to the right (there should be no gap)
+    * Google Console is showing a lag/delay in responsiveness and it should be quicker. Core, vitals, usability - they are getting bad ratings. 
+    * Audrius to send Norm numbers on delays within the pages. 
+TODO:     * Submit Ticket to move the Course Image on the overview page all the way to the right of the screen.  
+* Contract:
+    * Doesn't need 3000 learners - wants to slash the price. 1500-2000 learners especially if they switch to Google Auth. 
+TODO: Send Contract information, updating pricing for fewer learners but an additional instance. 
+*Audrius is away from 5th of December until the end of the year.* So if we can setup the Google Auth answers this week, it will be helpful so he doesn't have as much work to do while he is gone. 

CustomerNotes/SwiftMedical.md

@@ -1,5 +1,5 @@
 # Swift Medical
-Gabriel, backend questions
+Gabriel, back end questions
 * didn't know about developer docs
 * is impressed with its extensiveness
 * showed him how to turn on API and obtain UUID of courses and groups
@@ -34,7 +34,7 @@ Gabriel's Final Example:
 
 Questions to Kayla 
     - Why create after click? Why not activate someone when they sign on with Swift
-    - Best course is webhook when activat
+    - Best course is webhook when activate
     - What other options do we have to activate people? 
 
 Meeting with Kayla at 3:00pm 6/28/2022
@@ -82,9 +82,25 @@ Kayla personal email: klambie@sympatico.ca
 * [X] Retake Course button leads to certificate pdf
 * [X] Retake Course > View Certificate
 * [X] Most/all Courses are 1 year expirations - all will be same length
-* [X] Learner completes course with milestone, after 1 year, recert course becomes availble
+* [X] Learner completes course with milestone, after 1 year, recert course becomes available 
 
     * Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?
 
+## 11/29/2022
+### Workflow issues with Enrolling
+Courses should be more content repositories, and enrolling needs to be more seamless. So if an non-enrolled person searches and clicks an activity, they should be auto-enrolled and brought straight to the activity they clicked on.
+TODO: Enroll button should say "Start Course" even if they aren't enrolled and a click should Enroll + Place them at their activity. 
+FEAT: Can we remember the search click to drop them into the activity they clicked on?
+WARN: Drag and drop of activities is glitchy and dropping activity in wrong spots. As if it forgets the mouse is dragging it and leaves the activity in the wrong place. 
 
+She doesn't agree with Catalog/Dashboard differentiation.
+* Catalog should be everything that I have access to, whether in catalog or in group/assigned. 
+* Dashboard should be everything that I've already started.
 
+In a perfect world: 
+* Dashboard should be courses that you are assigned or have started. You can also have "advanced functions" like courses you've self-enrolled in. 
+
+Swift recently went through a big restructuring, and 30% of the many teams, including marketing have left. The restructuring is focusing on the core product instead of innovation and new features. 
+
+Last random question: her manager, Rob, hates the gravatar things. Can the gravatar default change to a default image. 
+TODO: Ask if we can change everyone's gravatar to the default bathroom icon guy. If we can't, please disable gravatars and change everyone a gravatar shows up (header) to the bathroom guy. 

CustomerNotes/Talkspace.md

@@ -175,4 +175,26 @@ Molly and Taylor want more control of the process. They are trying to remove Fou
 Angel/Jenna meeting with Integrations person. Follow up next week. 
 TODO: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses. 
 Amanda: Course setup as linear, Course example: B2B Introduction to B2B. 
-DONE:  Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to. 
+DONE:  Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.
+
+## 11/29/2022
+### Nicole to learn about Webhook Fountain & Automation
+My question: How does an email enter Fountain?
+They fill out a form and the email enters Fountain. People can amend their email after etc. 
+
+### Second Meeting - Standing bi-weekly
+*Jenna*
+Jenna meeting with Mary Potter today to review compliance courses. 
+She is still going through audit and will be done before the end of the year. 
+
+*Molly*
+Follow up item on cert for learning communities. Can we get a custom certificate for learning communities? Totally custom? Or just add a CEU/Legal Notice.
+Two different cert boards, might be two different certs for each board. 
+Other items:
+* Reporting. 
+Molly met with Mary Potter this morning (she is head of compliance). They are able to get everything they need except two things in Northpass:
+* Start Date -> What is that date? When they say they are seeing clients? After Getting Started Course, etc. Once they choose the start date, they need to be able to tell who has and who hasn't completed courses 30 days after that date. 
+* If they haven't clicked the link, we don't know who has started. 
+* Talkspace is not sure where that date/number should live. 
+* Talkspace needs to define what a "Start Date" is for people. Is it after the Getting Started Courses? Is it when they activate in their group in Northpass? 
+* This is Talkspace started

CustomerNotes/TripleSeat.md

@@ -21,3 +21,31 @@ ChurnZero integration:
 * Reconsidering OpenAccess - why not prereg? 
 * They want to add some additional questions to the reg form 
 * Like location, restaurant, etc. 
+
+## 11/29/2022
+### Meeting with Katie, Holly, and Brian Neste
+Did TS agree on a One-Source-Of-Truth? It doesn't seem like there is one for the company. There is no one source of truth. 
+For folks that have churned, what should Northpass do with that data? 
+Embedding won't work because each client has a different domain/url. 
+They are okay with asking Marketing about co-branding some items. 
+What is the current flow to allow clients access to their domain?
+* Recommended completions, 1 learning path, potentially nothing specific 
+* Account Manager told client "let's talk when you finish Northpass"
+* Don't want Northpass to be a gatekeeping strategy 
+* Site Review call and then get access to their domain. 
+* How can we be "gatekeeping" without fully denying them. 
+* There is a lot of building and data-exchange just to build the flow.
+* Basecamp is the PM tool for users to fill in information, give over data, etc. 
+* PSRs are diligent about making sure all the information is completed before the site review. 
+* PSR = Professional Services Rep - they are the site builder architect and manager. 
+* Order: Sales Manager > PSR > Onboarder > AM (AM<>CSMs are the same thing)
+* TSU comes into play with the Onboarder. Ideally, they will do some TSU stuff before the onboarding call. 
+
+Biggest Gap in Onboarding Process?
+* Creating a Success Place in ChurnZero that goes to TSU?
+* Not every Account has an AM, so less personal contact 
+* Workflow for non-AM accounts - how to push TSU to them?
+* Brian trying to find datapoint: Do accounts without an AM churn less? 
+
+Katie wants to figure out _who_ is using TSU. Holly wants to find easier access to track that data. 
+TODO: Email Brian about getting Salesforce turned on? And send CZ video.Ask about marketing collaboration.  

Scripts/API_Tests/addalltogroup.py

@@ -1,4 +1,5 @@
 import requests
+import json
 
 apiKey = "L93lGMSugtpmsBhSAkx3tei6B"
 
@@ -14,14 +15,16 @@ def getallUuid(apiKey):
          }
         response = requests.get(url, headers=headers)
         jsonResponse = response.json()
+        next = jsonResponse["links"]
 
         for id in jsonResponse["data"]:
             user = id["id"]
             uuid.append(user)
         
-        if jsonResponse["links"]["next"] == "":
+        if "next" not in next:
             break
     print(uuid)
+    addtoGroup(apiKey, uuid)
 
 def addtoGroup(apiKey, uuid):
     for x in uuid:
@@ -29,7 +32,7 @@ def addtoGroup(apiKey, uuid):
         payload = {"data": [
             {
                 "type": "membership-groups",
-                "id": "GROUP ID"
+                "id": "2f9aaac9-000a-4888-be33-3b65b76b5b9f"
             }]}
         headers = {
             "accept": "application/json",
@@ -37,8 +40,8 @@ def addtoGroup(apiKey, uuid):
             "X-Api-Key": apiKey
         }
         response = requests.post(url, json=payload, headers=headers)
-        jsonResponse = response.json()
-        print(jsonResponse)
+        #jsonResponse = response.json()
+        print(response)
 
 if __name__ == "__main__":
     getallUuid(apiKey)

Todos.md

@@ -32,8 +32,8 @@
 * [X] (JJSV) [11/14/2022]  Opt out for emails - Comms Changes 
 * [X] (JJSV) [11/14/2022]  Upload the second video to the properties for us to test for playability.If it works, Melinda can feel confident about future videos. 
 * [ ] (JJSV) [11/14/2022]  Update Registration Privacy Policy with Vision Pro Legal notice at "jnjvisionpro.com/legal-notice"
-* [ ] (JJSV) [11/14/2022]  MAKE SURE YOU UPLOAD THE AUDIO STUFF TODAY! Upload podcasts to AWS and upload the SCORM so she has examples of both. 
+* [X] (JJSV) [11/14/2022]  MAKE SURE YOU UPLOAD THE AUDIO STUFF TODAY! Upload podcasts to AWS and upload the SCORM so she has examples of both. 
 * [ ] (TripleSeat) [11/15/2022]  Get Brian ChurnZero information
 * [ ] (TripleSeat) [11/15/2022]  Screenshots of AppCues Examples 
-* [ ] (TripleSeat) [11/15/2022]  Send Holly/Katie details of what needs to be done for embedding. 
+* [X] (TripleSeat) [11/15/2022]  Send Holly/Katie details of what needs to be done for embedding. 
 * [X] (Talkspace) [11/15/2022]  Create video showing how to setup a Webhook in Fountain for Molly and Taylor to talk to Gracie about. The goal is for a webhook to fire when someone completes a stage in Fountain that attests that they are seeing clients and that would enroll them in their appropriate group and courses.