Notes and Scripts Baby

CustomerNotes/Aiim.md

@@ -61,3 +61,6 @@ _Analytics:_
 * More for Admins
 * Pulling certain roles & attributes
 * Being able to impersonate that person, or move them to complete when they are stuck. View what they see.
+
+TODO: Remove deleted from looker extract & exception handling.
+TODO: Add Date to Looker Extract - date added to group? Something else?

CustomerNotes/Bolt.md

@@ -127,3 +127,20 @@ Kenya and Nigeria have the highest training attempts
 * Northpass time is 10, others are 4 and 6.
 
 Sten's biggest worry is reliability. re-training really impacts the business. AB Testing results show abnormality with Northpass platform.
+
+## 01/11/2023
+
+### Mobile & App Credentials
+
+* Just maybe ask them to thoroughly check how their app is working on mobile browsers.
+* Check browser logs from mobile device if possible.
+* We clearly see the difference between mobile and desktop browser behaviour, and the link we’re using is not a reason as we checked with you.
+
+Did Joonas fix according to that SO article that Charlie sent? Supposedly, yes. It is difficult to see the impact right away.
+For them to see an error with a driver is two ways:
+
+1. Start rate > 5
+2. Driver contacts customer support with error.
+
+If a driver has registered, then they have completed the training and all is working successfully.
+Joonas will be back on Monday to give us the credentials.

CustomerNotes/DoubleVerify.md

@@ -1,24 +1,28 @@
-# DoubleVerify 
+# DoubleVerify
 
 - google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
-* Request from Rachel for Custom Report via Looker
+- Request from Rachel for Custom Report via Looker
 ·       Date Range: Last 30 Days
 ·       Learner Name
 ·       Learner Email (please exclude anyone with an @doubleverify.com email address – looking for non-DV team members only)
 ·       Course Progress
-·       Course Name 
+·       Course Name
+
+## 7/14/2022
 
-## 7/14/2022 
 ### Demo with Mark Protus
+
 Integration with LI Learning
-Wants to stay within LMS and consume LinkedIn Learning content 
-Build learning paths using linked in cirricula and them make them availble within Northpass 
-Utilize BBHR integration 
-COmpliance training would be via LinkedIn Learning and Traliant 
+Wants to stay within LMS and consume LinkedIn Learning content
+Build learning paths using linked in cirricula and them make them availble within Northpass
+Utilize BBHR integration
+COmpliance training would be via LinkedIn Learning and Traliant
 Know4 bet
 
 ## 7/18/2022
+
 ### Meeting with Mark Protus, New SVP of L&D
+
 Questions about usability
 Do we have a common database or individual databases per customer?
     - common
@@ -27,8 +31,9 @@ Thinks the user experience isnt the best, espeically as it relates to SCORM
 Conflicting table of contents with SCORM files
 Both have Continue buttons at the bottom of the screen which is confusing
 They refuse to put in milestones for some reason
+
 - [X] How can we provide the smoothest SCORM format and experience?
-- [X] Send him best practices for SCORM files 
+- [X] Send him best practices for SCORM files
 
 Shot down my questions about what HIS ideal SCORM experience is.
 What settings need to be set to export and allow auto-full screen in SCORM?
@@ -36,66 +41,97 @@ Best Practices for SCORM? Whta are other clients doing
 Share as many best practices.
 
 They are moving in the direction of SCORM only
-And a microlearning approach 
+And a microlearning approach
 From a learner's perspective, if he's authenticated as himself, how can we serve up perscriptive learning?
 
 Other things to share:
+
 - [X] Screenshots of other academies
-- [X] Vidyard 
+- [X] Vidyard
 
 Send best practices
 Examples - vineyard recordings
 What are other enterprise clients doing that’s successful?
-TOC and Continue buttons are confusing 
+TOC and Continue buttons are confusing
 Same with surveys - continue button is confusing
-New browser window - 
-They cannot check if they actually completed the SCORM package or not 
-How to check in analytics 
+New browser window -
+They cannot check if they actually completed the SCORM package or not
+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
 
 ## 7/21/2022
+
 ### Siying Mark SCORM Asks
-Embedding Questions regarding SCORM files 
+
+Embedding Questions regarding SCORM files
     - They want to see what quick solutions there are to adding a RISE course in Northpass
-    - Want to start creating those courses in RISE 
+    - Want to start creating those courses in RISE
     - Per Course Settings (such as full screen)
 
-* What are their needs? 
-    - For a RISE course, once they hit start, auto-full screen
-    - No Northpass TOC 
-    - Only make Continue Button once a certain percentage completion happens 
-    - Hide any milestone messaging 
-    - Complete/Incomplete, 
-    - Optimal experience is:
-        - Once Rise Starts, All NP controls hide
-        - once they complete the SCORM file, continue is hit auto, or auto end of course screen 
-    - They won't be using quizzes consistently 
-    - CLick here to end course should go back to main dashboard
-    - SCORM Analytic is no longer there for Siying
+- What are their needs?
+  - For a RISE course, once they hit start, auto-full screen
+  - No Northpass TOC
+  - Only make Continue Button once a certain percentage completion happens
+  - Hide any milestone messaging
+  - Complete/Incomplete,
+  - Optimal experience is:
+    - Once Rise Starts, All NP controls hide
+    - once they complete the SCORM file, continue is hit auto, or auto end of course screen
+  - They won't be using quizzes consistently
+  - CLick here to end course should go back to main dashboard
+  - SCORM Analytic is no longer there for Siying
 
-* Question from Mark
-    - .corp and .com issues with Okta 
+- Question from Mark
+  - .corp and .com issues with Okta
 
 ## 11/3/2022
+
 ### Temp Check with Siying
-* The entire company is really just focused on data 
-* Getting more Data to stakeholders and to the right people
-* How can Siying's team empower managers to collect their own data?
-* Content is also building very quickly and the content is very tailored to specific people. 
-* Not easy to create new groups and add people. No cloning of courses. 
-* More people are involved with Rise Development and Creating Courses. 
-* Rise & Northpass are not really compatible, nor is SCORM in general. 
-* To allow the hiding of TOC, DV has to raise a ticket to Northpass to request it. This is done on a case by case basis. 
-* They want more control over everything. Everything is a workaround. They want to be able to quickly change things. 
-* Siying doesn't always get prep time for things, so it doesn't behoove her to submit a ticket etc. 
-* A lot of courses assigned to a lot of different people, multiple pages of courses.
-* Cannot filter courses well, especially when resetting course progress. They have to change the course name temporarily to something that starts with A so that it shows up higher in the list. 
-* All the dropdowns are not user friendly because with long lists, it is glitchy and doesn't show all the courses. 
-* SCORM Pacages hurdles:
-    * They can't easily add SCORM packages to the course because it doesn't show up in alphabetical order
-    * The names are not easily readable, you have to scroll very carefully to find the right course. 
-* Siying is literally preventing her boss from using Northpass so he doesn't throw it out of the window before the contract is over. 
-* They have a new VP of Talent Management with them onsite and they will know by next week if they are keeping Northpass or not. 
-* They are currently in budgeting season. 
-* Next sync in 2 weeks. 
+
+- The entire company is really just focused on data
+- Getting more Data to stakeholders and to the right people
+- How can Siying's team empower managers to collect their own data?
+- Content is also building very quickly and the content is very tailored to specific people.
+- Not easy to create new groups and add people. No cloning of courses.
+- More people are involved with Rise Development and Creating Courses.
+- Rise & Northpass are not really compatible, nor is SCORM in general.
+- To allow the hiding of TOC, DV has to raise a ticket to Northpass to request it. This is done on a case by case basis.
+- They want more control over everything. Everything is a workaround. They want to be able to quickly change things.
+- Siying doesn't always get prep time for things, so it doesn't behoove her to submit a ticket etc.
+- A lot of courses assigned to a lot of different people, multiple pages of courses.
+- Cannot filter courses well, especially when resetting course progress. They have to change the course name temporarily to something that starts with A so that it shows up higher in the list.
+- All the dropdowns are not user friendly because with long lists, it is glitchy and doesn't show all the courses.
+- SCORM Pacages hurdles:
+  - They can't easily add SCORM packages to the course because it doesn't show up in alphabetical order
+  - The names are not easily readable, you have to scroll very carefully to find the right course.
+- Siying is literally preventing her boss from using Northpass so he doesn't throw it out of the window before the contract is over.
+- They have a new VP of Talent Management with them onsite and they will know by next week if they are keeping Northpass or not.
+- They are currently in budgeting season.
+- Next sync in 2 weeks.
+
+## 01/11/2023
+
+### Random Conversations
+
+Mark: Churning from Northpass, they are implementing Fuse
+Contract Renewal Date: 04/01/2023
+
+Feedback:
+
+- SCORM reporting
+- Ability to create reporting not accurate or good enough. Causational and Correlation Data - does leadership training lead to promotions, etc? Giving reports to managers not really easy.
+- Lots of "gotchas"
+- They need rich search (find across multiple platforms) and community functionality with experts and asking people for information.
+- Taylor: challenges with reporting
+
+TODO: Send extension contract for one-two months.
+
+Time line Needs (3 primary things):
+
+- Assistant with exporting all the right data off of Northpass.
+- Siying and Rachel has a list of the courses. But how about data and progress?
+- Can Fuse transfer over progress data?
+- Export CSVs per course? or Group?
+TODO: Ask what the data set should be.
+TODO: Ask Charlie for Course CSV (Just like Walmart)

CustomerNotes/G2.md

@@ -202,7 +202,7 @@ 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.
+ERROR: Build out a Test Instance for G2 Partnerships and put in their branding, and then create a course with her to test. (Not Needed anymore)
 DONE: Send her as much visual material as possible with examples, screenshots, pdfs, etc.
 
 ## 12/1/2022
@@ -233,4 +233,25 @@ Get it done ASAP. These are the items that need to be done:
 * Erin will be making Course B.
 * Norm to do:
 
-TODO: Course B in catalog, Course A removed from catalog. Everyone NOT enrolled in Course A should be enrolled in Course B. People in Course A, should not have access to Course B.
+DONE: Course B in catalog, Course A removed from catalog. Everyone NOT enrolled in Course A should be enrolled in Course B. People in Course A, should not have access to Course B.
+
+## 01/09/2023
+
+### New Year Meeting
+
+Purchasing Loom for recordings. Most of the recording work will be done by Erin.
+Buyer Intent videos will be done by Anna. Erin needs to create the scripts.
+
+## 01/20/2023
+
+### Partner Enablement Discussion with Michelle
+
+Is in between Northpass & another platform. Reporting will be the big item. If they are paying, they want to get a lot of analytics and see trends, behaviors, etc.
+She wants the analytics to prove ROI. Michelle will be hugely involved in the platform's implementation and roll out. They want to build a foundation first and then maybe hire a partner enablement manager and LMS admin.
+She's unsure of what the ROI metric and how to measure success, but what she thinks is:
+
+* Engagement with courses, scores, certs, views of resources, completions
+* Compare analytics between Northpass and sales/deals as a partner.
+  * No Partner-CRM. Crossbeam & Salesforce are their main platforms.
+* Difference between premium and enterprise reporting.
+TODO: Send screenshots on Workato Information, Analytics, Workflows & Group Provisioning - Due: Thursday Afternoon.

CustomerNotes/JJSV.md

@@ -175,4 +175,16 @@ DONE: Get rid of fine tuned and change Podcasts to Professional Podcasts - categ
 
 ### Pre-Holiday Sync
 
-TODO: Send Melinda a list of all the information Northpass stores 
+TODO: Send Melinda a list of all the information Northpass stores
+
+## 01/09/2023
+
+### Final To do before Launch
+
+- All Course Cards should say Start, if viewed, Continue
+- Mimic the Privacy Links in Footer of [Clean & Clear](https://www.cleanandclear.com/)
+    - Verbatim:  Do Not Sell or Share My Personal Information | Limit the use of my Sensitive Personal Information
+- Need a list of the personal information and records that Northpass stores
+TODO: Find course creation cheat sheet/documentation
+TODO: Recorded Webinars Category
+TODO: List of Form Fields - Country is hidden. 

CustomerNotes/Pipedrive.md

@@ -105,3 +105,35 @@ DONE: Bjorn our data schema. Send him our 3-4 options in an email so he can read
 ### Content & Uploading
 
 Video Promo URL not embedding correctly? Why? iFrame wasn't working, but she was using embed URL not single http:// url.
+
+## 01/09/2023
+
+### Kaisa & Domain Questions
+
+Confused about the domains and admin, etc.
+Learn.pipedrive.com should always be in the URL bar.
+They didn't prepare for two subdomains.
+learn.pipedrive.com should be for the SSO site.
+SSO domain should be the main one.
+Ideally, they will only ever authenticate people via SSO. How can we authenticate deactivated users?
+DONE: Check on learn.pipedive.com for both.
+I suggested learn.pipedrive and learning.pipedrive for both domains.
+Any redirect confusions is because they have to redirect each video to the NP video.
+
+Margus: he was concerned about the staging environment.
+
+Outstanding SSO items? Mostly done, but the last item was current domain - learn.pipedrive.com.
+He wants to setup the learn domain in Northpass asap.
+TODO: Check if we can update the sub-domain or if anything else need to be done.
+Genet: wants SSO users going into Northpass ASAP to reach the 11th deadline.
+
+Suggest that learn.pipedrive is the pre-reg open academy with SEO
+learn.pipedrive login page hosted on learn & clicking SSO directs to oauth.pipedrive.com.
+learning/sso pipedrive is closed from indexing and a non-logged in user will be brought to their oauth page.
+Pros:
+
+* This funnels SEO into a single domain, for easier management and metrics
+* Closes SSO from non-logged in users & indexing, see above
+* Other than the URL, learners have a seamless, smooth login experience. No one is paying attention to the domain name.
+
+If they change templates, this might be more complicated. Two sources of truth. 

CustomerNotes/Walmart.md

@@ -275,9 +275,30 @@ Feedback mock up:
 Is it easier to go to legal with visual stuff instead of just ideas.
 Krystal: Content wise, the big push for new resources is happening right now for the end of the month.
 Krystal will need Cam's help to great gifs, just like we did last time. Jan 31st. Some screens are already existing, so Northpass was getting an error message.
-TODO: Give Cam a heads up to look through the drafts.
+DONE: Give Cam a heads up to look through the drafts.
 Walmart to create course images.
 Chopping it up will require a lot more work on their end. They would have to add new endings to each video.
 It would be a cumbersome ask
-Identify differences in versions - grammar, content, etc. 
-Can we get a CSV of all activity names and body content 
+Identify differences in versions - grammar, content, etc.
+Can we get a CSV of all activity names and body content
+
+## 01/11/2023
+
+Design:
+
+* Clean up CSV with Courses, Activities, and Body Copy.
+* Joanna wants more content to show up in the search results. Such as:
+  * History of a Driver's Searches --> Might be difficult with webview settings.
+  * Popular Topics/Discover (see screenshot)
+  * Once search is started, add topics (All, Video, Text Only, etc)
+  
+
+<div style='display: none'>
+list of keywords
+keyword
+kewawdawd
+</div>
+
+Content:
+
+How can we use existing clips in the new resources? They want to take 10 seconds of a video, clip it to a section that's only showing a certain section, and is that best as a gif or a video.

CustomerNotes/Wildhealth.md

@@ -126,14 +126,15 @@ Certifications:
 ### Document/Proposed Ideas from Mike and Abby
 
 CMS/Resource Hub:
+
 - Documents living in Northpass and then offered in a "resource center" in the Academy.
   - Sort of like a CMS?
-- People need quick reference to something like an SOP while they are *with* a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but availble to learners as well.
+- People need quick reference to something like an SOP while they are *with* a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but available to learners as well.
 - Where do the docs live right now? Google Drive, lots of overlap and duplicates. People can't access them quickly enough. It needs to be accessible via Search functionality as well.
 - Learners use search all the time. Search needs to really help them arrive at their required resource.
 - People are both searching and going to a "resources" tab and find the activity.
 - They were unaware of the search functionality finding specific activities and the ability to go to that activity.
-TODO: Look into Templates and fix their search functionality. It should *only* show activities, not courses.
+DONE: Look into Templates and fix their search functionality. It should *only* show activities, not courses.
 
 ## 12/14/2022
 
@@ -148,6 +149,15 @@ Ultimately, it doesn't matter if they register for it or not, because attendance
 Register -> Remove completely. Underneath it would show "Please come back to this link at the start time and date."
 Best method:
 
-TODO: Zoom Webinars/ILTs and Custom Comms..
-TODO: Send Event Flow to Abby
+DONE: Zoom Webinars/ILTs and Custom Comms..
+DONE: Send Event Flow to Abby
 DONE: Deliver Trei Analytics.
+
+## 01/09/2023
+
+### Sync with Mike and Abby
+
+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.