Testing a push
This commit is contained in:
Norm Rasmussen
@ -61,6 +61,3 @@ _Analytics:_
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* More for Admins
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* Pulling certain roles & attributes
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* Being able to impersonate that person, or move them to complete when they are stuck. View what they see.
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TODO: Remove deleted from looker extract & exception handling.
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TODO: Add Date to Looker Extract - date added to group? Something else?
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@ -1,28 +1,30 @@
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# Blacklane
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## Whos Who
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- Calum: Content, User journeys
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- Colin: Might be the same (has covid 7/5)
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## Tasks
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- [X] Create Flow Chart of Roles, Courses, NP Definitions etc
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- [X] Lay out one course per role since we can't hide activities
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- [X] Check with SE if we can hide activities based on role
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- [ ] Create flow chart of how to create courses
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- [ ] Annotated version of diagram - remove details
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- [ ] Annotated version of diagram - remove details
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- [ ] Go through Master Course and look for holes
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- [ ] Review
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## Integrations:
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## Integrations
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- Salesforce
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- Salesforce
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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:w
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- Calum wants the academy to be a living, adaptable thing
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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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- Hasn't discussed how to introduce the Launch
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@ -33,50 +35,62 @@
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- Calum has google sheet with all the training structures
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- Roles in chauffer - admin, provider, dispatcher, reviewer, driver
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- Is there a priority/importance of the roles?
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- Regardless of role, all training is the same, currently.
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- Regardless of role, all training is the same, currently.
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- Need to separate it based on permisionning. How to separate training?
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- Each role is different, no monetary incentive
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- New account gets all training under Y
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- New account gets all training under Y
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- Each course will need to be for each category
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- Salesforce integration
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- What is the trigger for Norm to gain another permission? Partner portal just updates their chauffer - only admin can update a driver's rules and permissions
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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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- 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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Northpass chauffers and northpass internal -
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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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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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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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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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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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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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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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**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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Service Excellence team,
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Newbies from Manila are contractors and don't have BBHR access
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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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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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## 01/18/2023
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### Braze/Northpass
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- Webinar and Learning Data should go into Braze. If Braze can store that data, even better.
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- Store IDs in Northpass from Braze or Salesforce
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- They need to limit API calls because Braze will charge them more with even more API calls.
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Data Warehouse: Airflow - between warehouses.
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Trigger would come from warehouse that X course needs to happen because of decision Y.
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@ -79,7 +79,7 @@ To better grasp the content:
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* Median minutes for spent on training is the entire course. Not activity.
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* Out of 10 cases of average start count is > 5... more than 5 times they have tried to start training. 10 cases total, 8 are Northpass.
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TODO: Look in DataDog after Doris sends time or people that are being stuck.
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DONE: Look in DataDog after Doris sends time or people that are being stuck.
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Something else that Joonas has mentioned, enrollment process between Northpass & Edume is quite different. Differences:
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* Northpass needs first, last, and email
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@ -144,3 +144,39 @@ For them to see an error with a driver is two ways:
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If a driver has registered, then they have completed the training and all is working successfully.
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Joonas will be back on Monday to give us the credentials.
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## 01/23/2023
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### Next 6 months Discussion
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Sten & Oliver have been added to this meeting
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* Olivier moved to the Training team and took over for Vera and all her tasks.
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* Vera moved to a different team.
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Notes regarding contract:
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Travis wants to review expectations for the next 6 months. Last review was July, Travis thinks it was a successful process.
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Northpass is aware of some outstanding issues on reliability that need to be completed asap.
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Do we need a new scope of work?
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Course related issues have been solved, but platform reliability still needs to be solved.
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Charlie's webview article suggestion didn't work because of Android issues and versioning. Lots of Drivers are using Android < v10.
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Drivers are still getting "stuck" - they usually see the white screen.
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The issue doesn't seem to happen in UK or European markets, only African markets. Internet connectivity could be an issue, but how can we possibly diagnose that?
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But, for some reason, this is _only_ happening in Northpass. So even if it only happens in African+Azerbaijani markets, it only happens in Northpass.
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Happens in primarily 4 courses. They are all under the category 'in-app driver training'. They are also mandatory courses, so the issue is more likely to appear.
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Edume is also being displayed within a webview of the Bolt Driver app. This issue becomes more prominent with re-training courses.
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Let Aleksandr know about credentials.
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Travis: other than the webview issue, above, are there other concerns about Northpass?
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Doris/Sten: Completion times & re-taking count. In Nigeria and Kenya, the minutes spent on NP training is close to double for internal solution.
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Example: Northpass-11min, Edume-6min, Stories-4min. Across all markets.
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Enrollment to Completion would be "longer". We are unsure if this is enrollment to completion webhook - or something else?
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Median minutes is only for people who have completed the training. Moment 1: clicking button in their app, End Moment: Webhook reaching.
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_The main issue seems to be around webhooks. If webhooks are taking 3-5 minutes to send, then we should be in line with the other platforms._
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Next steps - Travis, do you want to create another SOW? How do we want to work forward for the next 6 months?
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Sten: we need to properly scope the issue that we are discussing. They are being impacted on many fronts from this delayed webhook issue.
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Once we have alignment on solving the webhooks, then we can properly create a scope for the next 6 months.
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@ -133,5 +133,5 @@ Time line Needs (3 primary things):
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- Siying and Rachel has a list of the courses. But how about data and progress?
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- Can Fuse transfer over progress data?
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- Export CSVs per course? or Group?
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TODO: Ask what the data set should be.
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DONE: Ask what the data set should be.
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TODO: Ask Charlie for Course CSV (Just like Walmart)
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@ -47,7 +47,7 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
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* Best Practices - What's going to work for them?
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* Ideal usage of Data?
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* Someone engages with that piece of content
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* Marketo Tracks a course completion - Success!
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* Marketo Tracks a course completion - Success!
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* Katlin also wants to trigger an email for someone that starts a course but doesn't complete
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* Lofty goals? Not yet, most will be on the marketo side
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* Setup customer MQL
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@ -70,8 +70,8 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
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* #5746b2 <-- G2 Purple
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* Start providing best practices for certifications <-- Katlin
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* Erin to take over content & overall admin responsbilities
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* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
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* First Certifications Discussion Mid December to plant seed
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* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
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* First Certifications Discussion Mid December to plant seed
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## 10/02/2022
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@ -132,7 +132,7 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
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* Sending people to Reports course, specifically
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* Prepping learners for report season
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* Course highlight!
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* Sending them G2U and sharing course.
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* Sending them G2U and sharing course.
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## 10/31/2022
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@ -149,7 +149,7 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
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* They need to measure ENGAGEMENT. "You can engage with a piece of content but not finish it."
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* View Metrics are going to be important for them.
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* Erin saw a certificate webinar - "How to build out a certificate program?"
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* Mentioned having an interactive quizzes that are more than just True/False.
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* Mentioned having an interactive quizzes that are more than just True/False.
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* Should we add a quiz at the activity with the most or least amount of engagement?
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## 11/07/2022
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@ -254,4 +254,4 @@ She's unsure of what the ROI metric and how to measure success, but what she thi
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* Compare analytics between Northpass and sales/deals as a partner.
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* No Partner-CRM. Crossbeam & Salesforce are their main platforms.
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* Difference between premium and enterprise reporting.
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TODO: Send screenshots on Workato Information, Analytics, Workflows & Group Provisioning - Due: Thursday Afternoon.
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DONE: Send screenshots on Workato Information, Analytics, Workflows & Group Provisioning - Due: Thursday Afternoon.
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@ -5,8 +5,8 @@
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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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- [X] Challenging Case Content, split into different courses
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- [X] Dont share SCORM course Phaco Funds with Dr. Sam Garg
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- [X] Challenging Case Content, split into different courses
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- [X] Dont share SCORM course Phaco Funds with Dr. Sam Garg
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- [X] My Topics - changing to what?
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- [X] All Channels should be All Topics
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- [X] Learning Paths >> Programs
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@ -25,7 +25,7 @@
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- [X] If we need to back off on card content properties (course properties, such as time)
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- [X] Programs > Bummer, you're not part of any programs
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- [X] Other Topics > Yikes! You aren't accessing any any modules
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- [X] Ping Tigue regardig
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- [X] Ping Tigue regarding
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Events should be figured out by our demo -
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- [X] Add featured content spotlight box that moves the 4 boxes down
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- [X] Can we showcase videos on the main page with a little modal?
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@ -40,7 +40,7 @@ Events should be figured out by our demo -
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- [X] Useful Links - JJ vision Pro, Contact Us, JJI, YouTube
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- [X] Legal Allyson
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- [-] Legal Notice needs to change
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- [X] This cant be $250,000k total for global academy
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- [X] This can't be $250,000k total for global academy
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- [X] AMER - is LatAm, Ameica, Canada
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- [X] ASIAPAC - NZ, AU, All of Asia
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- [X] Europe is Europe
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@ -51,7 +51,7 @@ Figure out events setup
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### Notes
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Customer base: residents, fellows, surgeons, optometrists, opthamologists
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Customer base: residents, fellows, surgeons, optometrists, ophthalmologists
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Chapter Content
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Registrations will be a link that Melinda will manager
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@ -60,14 +60,14 @@ Registrations will be a link that Melinda will manager
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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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It isn't even primary specialty
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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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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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Are we also creating groups around role, not primary specialty
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When loading an event, event should select between both groupings - a Texas Ophthalmologist
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She needs granular control, she may not want to invite students or fellows
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Or a residency event and not invite ophthalmologists
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Other one:
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How do we differentiate from "all"?
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@ -97,7 +97,7 @@ This is ONLY for the US
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- Talk and brainstorm about possibilities to refine the data that the search pulls from
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- New Site launched One Vision. Pro site. It says "Interact" at the top of the dashboard. Onevision.prointeract.com.
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- Melinda called it a "show pad". <https://www.prointeract.com/#mousescroll>
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- 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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- 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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## 10/19/2022
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@ -175,7 +175,7 @@ DONE: Get rid of fine tuned and change Podcasts to Professional Podcasts - categ
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### Pre-Holiday Sync
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TODO: Send Melinda a list of all the information Northpass stores
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DONE: Send Melinda a list of all the information Northpass stores
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## 01/09/2023
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@ -183,8 +183,14 @@ TODO: Send Melinda a list of all the information Northpass stores
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- All Course Cards should say Start, if viewed, Continue
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- Mimic the Privacy Links in Footer of [Clean & Clear](https://www.cleanandclear.com/)
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- Verbatim: Do Not Sell or Share My Personal Information | Limit the use of my Sensitive Personal Information
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- Verbatim: Do Not Sell or Share My Personal Information | Limit the use of my Sensitive Personal Information
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- Need a list of the personal information and records that Northpass stores
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TODO: Find course creation cheat sheet/documentation
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DONE: Find course creation cheat sheet/documentation
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TODO: Recorded Webinars Category
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TODO: List of Form Fields - Country is hidden.
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DONE: List of Form Fields - Country is hidden.
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## 01/23/2023
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### Content & Design Changes
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DONE: Hide the TOC for all courses except webinars - specifically, podcasts, videos, documents.
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@ -7,5 +7,5 @@
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Jessica is doing the same thing but under a new manager.
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Told her to check in on updating Hubspot info via CSV
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Brian's last communications with Prenda: December 7th
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TODO: Send pricing on Enterprise and what that pricing would be
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DONE: Send pricing on Enterprise and what that pricing would be
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Wants to know about missing features. What features would make this more robust?
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@ -102,9 +102,8 @@ Especially on Enterprise.
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Certifications:
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Stripe Integration and Revenue Tools
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They want a certification portal where they can "sell" certifications, similar to a web shop.
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AppCues:
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They want a certification portal where they can "sell" certifications, similar to a web shop
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:
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She wants to make sure no risk in setting up the appcues stuff.
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Forums:
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@ -148,4 +147,11 @@ They want to ask questions like "which option".
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She wants to be integrated into Northpass, like passing scores and milestones.
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Pro-profs & Question Pro at the top contenders.
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Skuid's founder is retiring and joining the board and wants the RTE "beautified". Even the code guy said that.
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Skuid's founder is retiring and joining the board and wants the RTE "beautified". Even the code guy said that.
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## 01/19/2023
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### Feature Requests
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How to use a prop email/secondary email as a recovery email?
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FEAT: Notifications after a Learning Path - not at the last course!
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@ -95,7 +95,7 @@ Kayla personal email: klambie@sympatico.ca
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### Workflow issues with Enrolling
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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.
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TODO: Enroll button should say "Start Course" even if they aren't enrolled and a click should Enroll + Place them at their activity.
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DONE: Enroll button should say "Start Course" even if they aren't enrolled and a click should Enroll + Place them at their activity.
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FEAT: Can we remember the search click to drop them into the activity they clicked on?
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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.
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@ -110,14 +110,14 @@ In a perfect world:
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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.
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Last random question: her manager, Rob, hates the gravatar things. Can the gravatar default change to a default image.
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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.
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Last random question: her manager, Rob, hates the gravatar things. Can the gravatar default change to a default image.
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DONE: 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.
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## 12/21/2022
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### Feedback on Hubert's Designs
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TODO: Invite Kayla to the Sandbox.
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DONE: Invite Kayla to the Sandbox.
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Broadly okay, but little things were wrong. Here were the items:
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* Text is not responsive. The toolbar is the full screen. It should be about half of the size. Optimally, when you land you should see some courses below the toolbar. ~67% browser resize.
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@ -270,7 +270,14 @@ Need to know:
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||||
* All Compliance Courses Completed (Completion Date)
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* 30 difference/requirement between those dates.
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## 01/24/2023
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## 01/17/2023
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### Custom Reports
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||||
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### Standard Meeting
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||||
From Molly's Email:
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||||
> Requesting a custom report that shows prescribers who have completed the 1099 Prescriber: Getting Started at Talkspace, but has not completed any compliance group.
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||||
> Requesting a custom report that shows providers who have completed 1099 Provider: Talkspace Managed Care Plans but has not completed any compliance group.
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||||
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||||
Goal: They need to communicate with the people who have not completed the compliance courses within 30 days.
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||||
|
||||
TODO: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses.
|
||||
|
||||
@ -54,4 +54,20 @@ Biggest Gap in Onboarding Process?
|
||||
* Brian trying to find data point: 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.
|
||||
DONE: Email Brian about getting Salesforce turned on? And send CZ video.Ask about marketing collaboration.
|
||||
|
||||
## 01/24/2023
|
||||
|
||||
### Internal Training Discussion
|
||||
|
||||
Customer Success Training: The 100 questions projects
|
||||
|
||||
* Questions about the software, i.e. Navigation, updating password, etc
|
||||
* Some more specific questions that require searching and screenshot
|
||||
* Currently on a Google Doc that you just click through.
|
||||
* Nitty Gritty questions included.
|
||||
* One of Brian's biggest items is the 100 questions into Northpass.
|
||||
|
||||
There needs to be some deviation between departmental training.
|
||||
In Brian's Mind: Upload the document to Northpass.
|
||||
Theory: How do you make internal training applicable to every employee? Finance and Engineering, etc.
|
||||
|
||||
@ -329,3 +329,11 @@ Business Impact?
|
||||
|
||||
Engineering was upset that they weren't brought in for the selection process. So for next steps, we will let them set the next cues and steps. They have a lot of questions for Scott and Stephanie.
|
||||
Travis/Norm wait to hear from Scott about engineering and when they are ready to engage.
|
||||
|
||||
## 01/18/2023
|
||||
|
||||
### Content & Search Results
|
||||
|
||||
For all videos the description text as search results is fine. For text based, it looks lazy.
|
||||
Search description copy can wait until the January release.
|
||||
January Release: Rolling release of resources
|
||||
|
||||
@ -26,7 +26,7 @@ Next Sprint or following - 2-4 weeks
|
||||
Daniel has been the WildHealth dev working on this
|
||||
|
||||
- [X] Send documentation and endpoints (person created, person added to group)
|
||||
- [X] Will a user that gets activated count against their MAL? <-- No!
|
||||
- [X] Will a user that gets activated count against their MAL? <-- No!
|
||||
|
||||
diet ->
|
||||
diseas specific -> autoimmunne
|
||||
@ -94,7 +94,7 @@ module 7 -> coaching philosophy
|
||||
|
||||
- Abby usually handles little IT issues like logins etc.
|
||||
- Should/Can she send them to NP Support?
|
||||
- Usual issues are if reset password doesn't work or a course is not accessible.
|
||||
- Usual issues are if reset password doesn't work or a course is not accessible.
|
||||
- Assistant: Baeligh Moburley
|
||||
- All inquiries will go to Baeleigh first and then passed onto us.
|
||||
- Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics.
|
||||
@ -159,5 +159,18 @@ DONE: Deliver Trei Analytics.
|
||||
|
||||
Back to ILTs & Webinars, embedding a Google Calendar
|
||||
Abby to get public calendar link.
|
||||
TODO: Pull search results from DD - as far back as possible.
|
||||
TODO: Improve Search for Activities - add description? Check with SE.
|
||||
DONE: Pull search results from DD - as far back as possible.
|
||||
DONE: Improve Search for Activities - add description? Check with SE.
|
||||
|
||||
## 01/23/2023
|
||||
|
||||
### Small Meeting - One Item
|
||||
|
||||
She noticed a font change and wants to change them across the academy.
|
||||
|
||||
[Poppins](https://fonts.google.com/specimen/Poppins) - Headers, Titles
|
||||
[Be Vietnam Pro](https://fonts.google.com/specimen/Be+Vietnam+Pro?query=be+viet) - Body
|
||||
[Public Calendar Link](https://calendar.google.com/calendar/u/0/embed?src=pmtpcalendar@gmail.com&ctz=America/New_York)
|
||||
|
||||
Start with one instance and let Abby know.
|
||||
TODO: Submit ticket for font changes & iFrame the calendar.
|
||||
|
||||
Reference in New Issue
Block a user