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Zenjob Notes, and new Templates

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Norm Rasmussen
2022-11-11 21:54:43 -05:00
parent 22704920d8
commit c599b8b792
1222 changed files with 2246 additions and 43 deletions
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8
CustomerNotes/Flink.md
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@ -281,3 +281,11 @@ Northpass team to do final QA today.
* They are anxiously awaiting Rob's extract
* Flink team really wants to merge IDs of learners
* This is necessary to clean up data
## 11/09/2022
### Meeting re: Fountain Integration
* They switched to prereg in December because of learner invitations and notifications after being invited by SAP Litmos
* Fountain requires OpenAccess, hence why they are getting errors in Fountain Flows
* They also want to make sure IDs match up across all their tech stack. What they are failing to understand is that importing each ID into each separate piece of technology is _NOT_ best practice. Instead, they need all the data to flow INTO their source of truth and pull the data from their.
* Camila also wants to add the ID to their data extract, which I don't know if it is possible. They need Enterprise.
*

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CustomerNotes/JJSV.md
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@ -129,4 +129,18 @@ This is ONLY for the US
* This will be a closed pilot, only available to KOLs (key opinion leaders).
* May be able to do more without such legal review since it is for a select group of people.
* She is moving (movers show up) on 28th of November, so everything needs to be packed beforehand.
## 11/10/2022
### Impromptu Meeting regarding
* Wants to learn again how to change the properties for the video carousel
* Didn't know how to access the Automation > Properties section
* Wants to do a new line within the JSON array of her video carousel
* Her AWS Links aren't working. This is the format she gave it to me in:
* https://jjsvbucket.s3.us-east-2.amazonaws.com/VID_US_EXT_Safe+and+Effective+Use+TECNIS+Symfony+OptiBlue_vFIN_PP2022OTH4993.mp4
* My changes:
* https://jjsvbucket.s3.us-east-2.amazonaws.com/VID_US_EXT_Safe%26and%26Effective%26Use%26TECNIS%26SymfonyOptiBlue_vFIN_PP2022OTH4993.mp4
* This caused the video player to show up, but not play the video
* URL Encoder:
* https%3A%2F%2Fjjsvbucket.s3.us-east-2.amazonaws.com%2FVID_US_EXT_Safe%2Band%2BEffective%2BUse%2BTECNIS%2BSymfony%2BOptiBlue_vFIN_PP2022OTH4993.mp4
* This caused the same issue as above.
*

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CustomerNotes/SPSCommerce.md
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@ -55,3 +55,18 @@ Enterprise Workflow, where do they want to connect it to externally?
* Kayla pointed out that for free-form courses, if people are just clicking around via table of contents, then they could be engaged, but its not being logged.
* Matt: he has told NP many times that the dependance on the continue button is too high.
* Matt would be more interested in an "activity view" type analytic.
## 11/09/2022
### ILT Demo
* They want to use Northpass to funnel people to events in other portions of their platform.
* Here's an example of another event: https://www.spscommerce.com/lp/mapadoc-training-sage-100/
* They want to add these links to the bottom of their training page.
* Possibilities:
* iFrame the OTHER events page if one exists
* Auto pull in a list via API
* Use automation & properties to allow Kayla to update a link and name (but they aren't on Enterprise)
* Mockup/add HTML to their `training_events.html` page for Kayla to update on her own
* Kayla to make a single new ILT in Northpass for each "event" with multiple sessions and for us to change the Register button to go to the events page.
* Kayla wants as little work as possible
* She doesn't want to manage registrations in Northpass, just use this as a funnel to the other site
* This is just an avenue TOWARDS the event, not the holder/maintainer of the event.

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CustomerNotes/Skuid.md
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@ -35,7 +35,6 @@ How can we dynamically associate learning paths or "next course" based in learni
* Jess said there are many - opt in dates, opt out booleans, etc
* The unsubscribe button should remove them from General Marketing emails
* Jess is worried that people who are already in Hubspot/Salesforce will check a box in Northpass and then they unsubscribe from _too much_.
*
*Active Checkboxes*
* GDPR
@ -51,3 +50,22 @@ Ideally, two or three fields will be setup to talk to Hubspot, each one is for v
* [Link for current unsubscribe preferences page](https://go.skuid.com/hs/manage-preferences/unsubscribe)
* [Another link to a marketing preferences page](https://drive.google.com/file/d/1AChlkayWB0K493d29Ut2w1MgXCJDYrGF/view?usp=sharing)
## 11/10/2022
### Sync with Alexa
* Contract is vague, does it say about hours
* Do they get these hours every year?
* Budget isn't based on hours, but it helps.
* They got the budget approved, but CFO left to a new job without signing it.
* "We think its going to be fine"
* New Budget should be approved by January. New CFO used to work for Skuid
* She wants to offer awards by points.
* They have a number of promotions such as a New Years Resolution (Complete Level 1!).
* Once they post it and submit it, they want to send $10 gift card.
* Where are submissions happening? The person puts in a tag on social media.
* Custom dashboard? She wants to create a new custom dashboard.
* Messaging and communication, broadcast message. She's having trouble communicating what she needs to communicate.
* Wants to upload a CSV to broadcast a message
* I offered to take her CSV, upload it and create a temporary group for her to use
* TBD on if that group should be deleted
*Appcues for Austin* - Austin needs to check in.

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CustomerNotes/SwiftMedical.md
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@ -87,3 +87,4 @@ Kayla personal email: klambie@sympatico.ca
* Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?

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CustomerNotes/Talkspace.md
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@ -138,7 +138,22 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
*Questions from Jenna:*
* What she wants to accomplish is where Talkspace is with Northpass as a whole.
* How many schools? People in each school? What is in each school?
*
_Jenna is auditing the NPP and Core School_
## 11/09/2022
### Jenna and Angel again
* Jenna only showed up
* Audit is in progress
* Moving Forward:
* Molly owns 1099
* Angel owns NPP
* Jenna owns Core (contractors & employees)
* Jenna is _NOT_ Auditing the 1099 Academy
* Has all the data she needs
* Kai to remain as owner of NPP and Core instances. She is the BBHR Admin that can turn on connection
* Molly changed as owner of 1099 school
* Norm as backup for Kai if she is unavailable.
* Jenna: Amanda has a really good grasp on groups and onboarding people.
* NPP Discrepancy: BBHR is not updating course progress from Northpass. Northpass is updated and shows 100% completion for many courses. BBHR doesn't have the correct percentages.
* Jenna to share a CSV of of all people that should be deleted from the instances. One for Core and one for NPP.

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CustomerNotes/Zenjob.md Normal file
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@ -0,0 +1,36 @@
## 11/11/2022
### Content meeting Sophie
Main goal: Everything in their LMS should allow their talents to do _more_ jobs.
*Some Feedback She's collected and changes they want to see:*
* She has a Miro board with these changes that she needs
* Two new points have come up from yesterday
* At the end of the training, the learner should see a certificate.
* They want to personalize their certificates for learners
* No change to end of course screen for now
* They have contacted their marketing for new badges.
* Integration with Shopify?
* They have a shopify shop where talents can get equpiment
* Only should be availble to some talents. Their backend has a tag which allows or not allows them to see Shopify
* Only with a specific link can you access shopify
* Sophie needs to talk with Viky, but she just had the idea to integrate. Wanted to be sure it was possible.
* Language switching - English/German button
* Back to my Courses page, `/app/dashboard` should not be used
* Button should go to `/app/courses/`
* Currently, Talents can upload their certs to a typeform "survey". It's a legal document that's required.
* [Link to Typeform](https://zenjob.typeform.com/to/DaIe0c)
* Sophie to share Miro Board with changes & requests.
* After Typeform the picture of the health cert goes into Salesforce. This is powered by Salesforce.
* Her question: could this health cert typeform be entered as a course? Can it go to Salesforce?
* This health upload would be the FIRST thing
* Can we pass in a persons name to the typeform for faster completion?
* Three options for the typeform:
* Link to TF somewhere on the Academy
* Course with Assignment
* Course with Typeform embedded
* Two small things as the last two:
1. She can't change "Zuruck zum 'Meine Kurse' " --> Back to my courses button
2. It should say --> "Zuruck zu 'Meine Krurse' "
2. She wants the course cards to have gifs - use the gif that's in the course overview page.
3. This should only happen when you hover over it.