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Norm Rasmussen
2022-07-07 17:07:22 -04:00
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CustomerNotes.md
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@ -1,8 +1,7 @@
#Crayon
**Crayon**
# Crayon
As of tonight
Crayon.co/Academy will no longer have a form
Crayon.co/Academy will no longer have a form
Crayon.co/Academy/Activator-Course - Form to course url
And then the same for architect
@ -26,6 +25,10 @@ Send Conor how to find MCA and show only empty attempts
Conor off July 5-8
Conor off this Friday
## 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?
#Talkspace
@ -57,17 +60,16 @@ Amanda Corriveau - she needs admin access to BBHR/NP but shouldn't be able to ac
Both need BBHR to connect courses, Molly in 2nd instance
Molly should not have access to course Marketplace
[ ] - Ratings for internal use only, once someone rates, the rating disappears
[ ] - Can we bring in opensesame ratings as well?
#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)
-
- :w
#Dept Agency
# Dept Agency
Thought Iorad was included, not an additional cost
More than one person interpreted as included
@ -77,7 +79,12 @@ Charles was the best salesperson they ever had, CPO thought he was the best
Iorad was a decision factor
They need it for at least this year
# Heading 1
## Headinger 2
## Heading 3
1
2
3
Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already
@ -91,7 +98,8 @@ Opportunity to host content & events for Employee Resource Communities; to have
#Swift Medical
# Swift Medical
Gabriel, backend questions
* didn't know about developer docs
@ -146,12 +154,13 @@ Meeting with Kayla at 3:00pm 6/28/2022
7. Autofull screen script not working consistently - it works upon refresh
#Wild Health
# Wild Health
- [ ] - Connect KJ with Wild health for Analytics
- [ ] - Assign an SE for the Felix conversation
Here is text
#4Pillars
# 4Pillars
Code igniter information
RDS on AWS SQL database
@ -163,7 +172,7 @@ Scrolling not working on course overview page or LX when embedded into their app
Launch is still on track, translation can wait a day or two
As long as embedded experience working, parameters can be passed
#STOPIT Solutions
# STOPIT Solutions
Three most important things:
1. Sandbox
2. Certificates
@ -185,10 +194,7 @@ Include Robin when ready
Once Robin drops content, modularize the content
## Content
### eCommerce
## Content & eCommerce
Ondemand content for teachers
Certificates and CC receipt
@ -209,3 +215,187 @@ Definitions:
Admin training -
Student SEL -
Educator - Teachers looking for PD requirements
# Blacklane
## Whos Who
- Calum: Content, User journeys
- Colin: Might be the same (has covid 7/5)
## Tasks
[ ] - Create Flow Chart of Roles, Courses, NP Definitions etc
[ ] - Lay out one course per role since we can't hide activities
[ ] - Check with SE if we can hide activities based on role
## Integrations:
- Salesforce
## General Notes
- currently hosting every module in survey gizmo and intercom
- Need to break these down into activities
- Components == activities
- 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
- soft launch without a big announcement,
- content carts inapp
- newsletters
- Formal launch to follow
- 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.
- 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
- 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
# Quantuvos
## Main People
- Asia (Joanna)
- Chris Burns
- Technical - Chris Campbell & Developer
- Content/Admin - Asia Jarosz
- Design - Chris' team
## Tasks
[ ] - Create Implementation Plan
[ ] - End of August Launch
[ ] - Help Asia create course
[ ] - Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
[ ] - SSO - Reach out to Chris ASAP
[ ] - Provide Burns with a deck on competitive analysis of why NP is superior
[ ] Instructor page demo
## Notes from Kick off
See Nick's implementation Plan
Hold onto deadlines and connect people to the right others
Content is a huge chunk of what needs to be done
Wants to understand the roles and needs, hours needed
Needs help understanding the structure of content etc
Something about buckets being empty and fish being found
OpenSesame
Chris' team uses Figma pretty heavily
Launch is August 29th (week of)
Vegas Conference - 1st week of September - September 13th
### Where is content?
Categories are set in stone
Lists are curated in those categories
From their own coaches - Proprietary Content
The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)
# CIBC
## Categories and Flow
- Should things be put into epics?
- Examples of how something was laid out?
- They want to add glossary somewhere, possibly as a page
- For instance, what are preferences. What are push notifications and alerts
- Lots of clients are elderly and unaware of these terms
- What are savings, checking, etc.
-
[ ] - Find examples of search within the page only
[ ] - Submit ticket with Figma files for design changes
[ ] - Activities in a course is a step in a how-to
[ ] -
# SPS Commerce
## Todo Lists
- [ ] Check in on workflows in a few weeks
- [ ] Connect Kayla and KJ for Analytics sync
# Agriwebb
Salesforce integration not working
- [ ] Check if they have run import
Last time Eric ran import he got many many errors
Import errors from the SFDC side
| Tables | Descriptions |
|-------------------------|
| Header | Title |
| Paragraph| Text |
# Flink
## Tasks
- [ ] Need to Hide some courses for an offline assesment
- [ ] In person assesment, so score must be hidden - pending not resolved
- [ ] contact SE for hiding score - 7 quizzes across 7 different courses
- [ ] Turn on search bar for them
- [ ] Demo Workflows
- [ ] Quiz as Survey functionality and best practices
- [ ] Milestones?
- [ ] Intro to Marek for Communications Beta
- [ ] Map out workflow for duplicate or changing email addresses
- [ ] Intro to Clementine and Simon
- [ ] Intro to KJ for Analytics changes?
### Notes
New app launch during July, workforce support
These support apps will have links to Northpass
Customizable HTML web page
With learning paths courses are more sustainable
LP good for grouping certain content
How about setting up a certain groups
They are rethinking groups and need to transition their group hierarchy
Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
Figma file questions
They need more training and enablement They will follow up for Figma files and setting those up for design
# Humly
## Technical People
- Tomasz (Tom) - Client and Team Leader
- Bartosz - Full stack developer, 2 years at Humly
## Answers to Questions from email
How do we know what courses a candidate has completed? Should we store it ourselves or should we always get it from Northpass? What is the best practice?
- They want to apply some logic to these completions in Northpass
- This is for the recruitment part, so they need to complete
-
We want to learn more about where the logic to decide which user that gets which course lives - is that in Northpass or in Humly? If in Northpass, how does that work? Can we pass any data into that logic and then set up the rules ourselves in Northpass?
- UUIDs for groups
- Mapping group creation from Humly
-
We plan to use your token or signature-based authentication and might have some questions about it, not sure yet.
- [ ] Send token based authentication PDFs
- [ ]
General best practices on how to use the development resources and work with the technical aspects with Northpass. Any risks that we should avoid when designing the technical solution?
- Be specific
We plan to just link to Northpass and open it in a separate browser to start with - but how would it work if we want to include the courses and pieces of training in our app experience in the future? Do you have frontend components for the courses we can use or do we need to write everything ourselves?
- What is front end components?
- Lyft Example
- Ludvig is working on the design
- They might want to show
Status is they are mapping out and deciding what Northpass involvment should be
## Tasks
- [ ] Tom and Bartos:z will start working on this