Testing a push

CustomerNotes/Blacklane.md

@@ -1,28 +1,30 @@
 # Blacklane
 
 ## Whos Who
+
     - Calum: Content, User journeys
     - Colin: Might be the same (has covid 7/5)
 
 ## Tasks
+
 - [X] Create Flow Chart of Roles, Courses, NP Definitions etc
 - [X] Lay out one course per role since we can't hide activities
 - [X] Check with SE if we can hide activities based on role
 - [ ] Create flow chart of how to create courses
-- [ ] Annotated version of diagram - remove details 
+- [ ] Annotated version of diagram - remove details
 - [ ] Go through Master Course and look for holes
 - [ ] Review
 
-## Integrations:
+## Integrations
 
-    - Salesforce 
+    - Salesforce
 
 ## Genzeral Notes
 
 - currently hosting every module in survey gizmo and intercom
 - Need to break these down into activities
 - Components == activities:w
-- Calum wants the academy to be a living, adaptable thing 
+- 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
 - Hasn't discussed how to introduce the Launch
@@ -33,50 +35,62 @@
 - Calum has google sheet with all the training structures
 - Roles in chauffer - admin, provider, dispatcher, reviewer, driver
 - Is there a priority/importance of the roles?
-- Regardless of role, all training is the same, currently. 
+- Regardless of role, all training is the same, currently.
 - Need to separate it based on permisionning. How to separate training?
 - Each role is different, no monetary incentive
-- New account gets all training under Y 
+- New account gets all training under Y
 - Each course will need to be for each category
 - Salesforce integration
 - 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
 - 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 
+- 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 - 
+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 
+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 
+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 
+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 
+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 
+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 
+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 **
+**Meeting with Chris from Learning Team**
 Any department has to go through initial training
-Service Excellence team, 
+Service Excellence team,
 
-Newbies from Manila are contractors and don't have BBHR access 
+Newbies from Manila are contractors and don't have BBHR access
 These are your customer care team
 
-Berlin, LA, etc all have Blacklane Employees 
+Berlin, LA, etc all have Blacklane Employees
 ILT wont work because they have to do instructor led training within a course
 
+## 01/18/2023
+
+### Braze/Northpass
+
+- Webinar and Learning Data should go into Braze. If Braze can store that data, even better.
+- Store IDs in Northpass from Braze or Salesforce
+- They need to limit API calls because Braze will charge them more with even more API calls.
+
+Data Warehouse: Airflow - between warehouses.
+
+Trigger would come from warehouse that X course needs to happen because of decision Y.
+