small random changes

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