diff --git a/CustomerNotes.md b/CustomerNotes.md index 8ae96c3e..265d5713 100644 --- a/CustomerNotes.md +++ b/CustomerNotes.md @@ -102,6 +102,24 @@ Conor off this Friday November Launch of Last Course - Conor's goal +## Meeting with Will regarding Data flow +Everything flows into Hubspot +But not really into Salesforce +Salesforce is their main CRM + - Reps go into SFDC & Outreach + - Reps should know what course they have or haven't completed yet + - But wants this to be on the campaign level +How it is currently setup: + - Hubspot form on website, someone fills out the form + - Form fills associated with campaign in Salesforce + - In SFDC, he only gets when someone is registered for a course, no completed + - Campaign structure is based on course name + - +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? @@ -190,6 +208,48 @@ How to check in analytics He wants to add timeframe for when they have to complete next training? Quizzes - how can we take out SCORM data? +## Siying regarding Mark & Temperature Check +- Big Focus is scalability +- Moving tom Storyline to Rise + * Not all courses will be going to Rise + * Need customizability on course-based full screen settings SCORM + * This would be very impactful +- Mark could be concerned about the Rise courses being a better experience for learners +- Siying raised ticket regarding full screen with SCORM files +- Second thing, how to enable people managers? + * The ppl manager will have more responsibility for their employees journey + * No organizational structure in NP + * HR Ops should be joining the learning team + * If BBHR was connected to Okta, the learner account would be messed up + * Those people should have a dashboard to see how the team is doing + * A learner's dashboard - like what they need to complete, etc + * Eric previously told them it would be extra money, this was before they were enterprise + * They have some courses with credentials, but it isn't visualized + * How to visualize their certs and completions etc + * Checklist for the learners too +- Third thing, Data Collection and Specificty + * Collecting data from SCORM package, they want more details + * How can they collaborate the SCORM functionality into Northpass Data + * Currently, they can create Northpass quizzes, but it needs to be shared with external stakeholders + * They don't like scheduled reporting? + * The team that recieves the reports prefers survey monkey + * How to quickly generate data and more robust data points + * Faster insights - more vizualisations + * This is to share with others that don't have backend access + * The admin dash for a manager is too confusing, it needs to be simpler + * Maybe not going into the backend, but an easier way to share this information + * Example: Survey Monkey has a link where you can share a link that has analytics easily available + * The link is dynamic and you don't have to update the content everytime to send it along + * Graphics are automated in the background of SurveyMonkey + * Siying is getting pressure from others to use SurveyMonkey as the standard approach for learning and assesments + * Data Privacy for SurveyMonkey, is it safe to share? + +Mark wants to use Rise more. With all the above and the full-screen settings with Rise is making it harder to use the table of contents, then with all the layout, and then the assesment outside of the SCORM package feels jarring + +## Okta Errors +Who should be on the call - Sowmya, Yoav, Lukasz + + # Dept Agency Thought Iorad was included, not an additional cost @@ -254,13 +314,11 @@ Gabriel's Final Example: - There's no way we can give access to a group pre-activation - Best bet is to give them access to entire - Questions to Kayla - Why create after click? Why not activate someone when they sign on with Swift - Best course is webhook when activat - What other options do we have to activate people? - Meeting with Kayla at 3:00pm 6/28/2022 - Hasn't had time to go over some of the things she wanted to 1. new templates wants turned on @@ -271,6 +329,25 @@ Meeting with Kayla at 3:00pm 6/28/2022 6. The normal box takes up too much of the screen and is wasting space 7. Autofull screen script not working consistently - it works upon refresh +Is there a specific location for a certification for a course for a person? +Not just an S3 bucket general image? +Can we pass variables into the end of course screen RTE? +Skilljar experience - https://verify.skilljar.com/c/mtond85h86ap which adds to LinkedIn +Coursera Plus certification? + +Gif not working +(size <10mb) + +Course order +Subsections + 1. Onboarding + 2. Key Features + 3. Clinical Content + 4. Additional Resources + +Subheadings between them - +Add progress filter + # Wild Health @@ -474,6 +551,37 @@ Chris' team uses Figma pretty heavily Launch is August 29th (week of) Vegas Conference - 1st week of September - September 13th +## Meeting with Chris Campbell +Full embed Ideally +Either via API or embed +Open either way to the various options +- [ ] Requested an overview deck +- [ ] Has reviewed Developer Docs +Quantuvos app, video session and can join to take it + +* SSO * +Auth0 - +They need to provide us with designs and he will reference other apps that have and he has been built +Wants to align nomenclature and definitions between our company and theirs +For Quantuvos, a program is a coaching application +They work with company A, and they want all mid-level managers to be upper level by theend of the year +Then 3 groups - IT, sales, and HR managers, those are each different programs and should have access to different types of content in Northpass +- [ ] Create a draw.io diagram for their programs and how it would map to groups. + +Will they piece meal or full embed? +Full embed out of the gate and then add elements later on +API to show assignments or courses based on the learner in their app +"Customer Admin" = A quantuvos rep that manages their program +Can a manager access the media library? How do they "edit" courses? +How about limited access to media library stuff? + +What are coaches responsibility? +Is a 1:1 assignment? There are no rules, 1 coach to many +And multiple coaches to multiple clients +Sounds like they are similar to CSM +And 2 coaches on 5 clients who are managing the same account but their subsets will be different. + + ### Where is content? @@ -536,8 +644,31 @@ Import errors from the SFDC side # Flink -## Tasks +## Weekly Meetings with Camila and Soner +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? + +## Tasks - [ ] Need to Hide some courses for an offline assesment - [ ] In person assesment, so score must be hidden - pending not resolved @@ -817,3 +948,29 @@ Questions from Andres: # AIIM Workflows Demo + + + +# Skuid +## Meeting with Alexa 7/21/2022 +Agenda sent to us by Alexa: + +1. Popups -- need to explore this possibility to have a popup box alert users of messages. +2. Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed. Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply. We definitely have a higher number since June 30. +3. changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script? +4. Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure. +5. Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course? + +Where can modals pop up? How? +What about where people breeze through, how do we get it back? + +Little box on left hand side popup +Just a small button +What about appqueues? +What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow +Is dan ready with the custom report +Skuid Progress Bar disappeared, needs to be completed by October +13 new courses in October + +Directly from janel: +How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have