Finalized SKUID script! Attempts at json to csv script.
This commit is contained in:
Norm Rasmussen
@ -1,44 +1,90 @@
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# Bolt
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## 10/03/2022
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* Engineering on Bolt side will have more time to in app experience
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## 10/03/2022
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* Engineering on Bolt side will have more time to in app experience
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* Goal for in app by 31 October
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* Vera to talk about another issue:
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* Retraining & no access to courses
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* Google Sheets collecting information
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* How many cases and tickets are coming in per week? - 300
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* Able to complete it, but "blocked"
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* Open the course but redirected to Bolt home page
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* Or can't open the course
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* South Africa & Tunisia - 7 markets total
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* Could be network connectivity
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* These markets tend to have older phones with much older versions of Android
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* iOS defaults to Safari, Android uses "web view" which is old and could not work well with react framework that Northpass uses
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* It is curious that this is happening with retraining.
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* Charlie - the only thing I can think of doing is reverting the look to an older look
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* Single example of Azerbaijani with OS 11, but not clear what the actual issue is
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* Shows as complete, but he claims he could not complete. This sounds like a different issue.
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* Nigerian driver running 8.1, this is the common issue and it _seems_ to be an OS versioning issue
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* Possibility of the UID/Email not getting added in correctly?
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* Retraining & no access to courses
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* Google Sheets collecting information
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* How many cases and tickets are coming in per week? - 300
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* Able to complete it, but "blocked"
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* Open the course but redirected to Bolt home page
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* Or can't open the course
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* South Africa & Tunisia - 7 markets total
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* Could be network connectivity
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* These markets tend to have older phones with much older versions of Android
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* iOS defaults to Safari, Android uses "web view" which is old and could not work well with react framework that Northpass uses
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* It is curious that this is happening with retraining.
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* Charlie - the only thing I can think of doing is reverting the look to an older look
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* Single example of Azerbaijani with OS 11, but not clear what the actual issue is
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* Shows as complete, but he claims he could not complete. This sounds like a different issue.
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* Nigerian driver running 8.1, this is the common issue and it _seems_ to be an OS versioning issue
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* Possibility of the UID/Email not getting added in correctly?
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## 11/14/2022
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### Bolt In-App Training Release
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* Launching in four markets: Azerbaijan (two languages, RU, AZ), Nigeria, Kenya, UK
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* Launching in four markets: Azerbaijan (two languages, RU, AZ), Nigeria, Kenya, UK
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* No training exists in France
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* France and UK you can't mention "training" they are all suggestions
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* France and UK you can't mention "training" they are all suggestions
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* "All is under control"
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* Vera is back on Wednesday to talk about Arabic course.
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* Vera is back on Wednesday to talk about Arabic course.
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* Everyone is waiting anxiously for in-app training
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* Contract ends in January, she wanted to release earlier to have more analytics before renewal
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* If it goes well, more markets will want this training.
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* When everything is in-app, she's expecting higher adoption
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* Do African markets adopt differently during the Winter Holidays? They may not celebrate Christmas.
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* Contract ends in January, she wanted to release earlier to have more analytics before renewal
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* If it goes well, more markets will want this training.
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* When everything is in-app, she's expecting higher adoption
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* Do African markets adopt differently during the Winter Holidays? They may not celebrate Christmas.
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## 11/28/2022
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### Post-Android Release Meeting
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Release of the new courses keeps being delayed.
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Bolt engineers sent video of what the in-app training looks like, but the drivers see the category of the course. However, the course category is just for Doris. The drivers should not see the category on the course overview page.
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DONE: Hide category from course overview page.
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Doris also getting asked about the in-app learning launch.
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She asked about Crowdin - a translation service. Do we have an integration?
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TODO: Research a Crowdin integration. Ask Vera what her workflow is like.
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Release of the new courses keeps being delayed.
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Bolt engineers sent video of what the in-app training looks like, but the drivers see the category of the course. However, the course category is just for Doris. The drivers should not see the category on the course overview page.
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DONE: Hide category from course overview page.
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Doris also getting asked about the in-app learning launch.
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She asked about Crowdin - a translation service. Do we have an integration?
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TODO: Research a Crowdin integration. Ask Vera what her workflow is like.
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## 12/8/2022
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### Prep for QBR
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The issue from Joonas, all in African Market. Mostly in Nigeria. Azerbaijan, SA, Tunisia, etc.
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The recording is from someone who actually came to the hub and recorded their screen. What Bolt can see is the attempts which will show/not show if people are completing or having trouble.
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From launch, 5 people have not completed it.
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They were validating training vs no training in each markets. Acceptance rates and reviews are lower for those who haven't completed training.
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This pilot is the first time we are able to test training within the app.
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Non-Trainees have to figure out the system on their own. Trainees are told to accept everything, and so their acceptance rates are higher.
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Non-Trainees ask other users, i.e veterans, and have more street smarts and therefore earn more than people who take the training.
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To better grasp the content:
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* They took this content themselves, and have A/B/C/D course tests.
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* Testing Internal Platform (called Stories) and how it relates to NP and courses.
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* Stories is a set of slides, and they are beginning to leverage it for learning.
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* Group D is Edume. They don't have a contract, but wanted to see the test.
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* The three platforms look very similar. Designer created a similar experience so people all have the same experience.
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* Stories is marked as completed by going to the last slide.
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* Average Training Attempts, Northpass is the worst.
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* Started attempts... something is causing the users to restart.
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* Northpass, median minutes of completion is the worst.
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* If a driver doesn't organically reach the last step in registration, they don't get enrolled in the courses and are locked out.
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* Usually they don't reach if they don't offer some documents.
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* Training is sitting on the last step. So without the steps.
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* In-app training should solve this last issue due to them already being registered and in the app.
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* Median minutes is very preliminary since its only been 8 days. This first is from enrollment to completion.
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* Median minutes for spent on training is the entire course. Not activity.
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* Out of 10 cases of average start count is > 5... more than 5 times they have tried to start training. 10 cases total, 8 are Northpass.
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TODO: Look in DataDog after Doris sends time or people that are being stuck.
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Something else that Joonas has mentioned, enrollment process between Northpass & Edume is quite different. Differences:
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* Northpass needs first, last, and email
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* Edume doesn't need any information. This is helpful with GDPR.
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By next Friday, Doris is hoping to have more data and details to see how the previous data changes.
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What Doris is happy to see, is that the activation rate of non training users is much lower. So training has specific and real effects.
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Between Markets, Training vs No Training is quite different in Azerbaijan and UK
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@ -1,9 +1,20 @@
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# Cluid
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## 11/28/2022
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### Demo for Larger Team
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Karen & Maria will be looking after L&D back into Cluid and using Northpass.
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Karen will be looking at IT functionality. Maria too, but mostly Karen.
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Iulian and Aodhana are on the People team (HR).
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Kira is also part of this team - also part of People & Culture with Iulian.
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Karen & Maria will be looking after L&D back into Cluid and using Northpass.
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Karen will be looking at IT functionality. Maria too, but mostly Karen.
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Iulian and Aodhana are on the People team (HR).
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Kira is also part of this team - also part of People & Culture with Iulian.
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Iulian is pronounced "Julian"
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Certificates are exactly what they are looking for. New Certs are perfect for them.
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Aodhana to reach out to schedule more meetings with each team. Norm to bring in Tracy to help with the account.
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Certificates are exactly what they are looking for. New Certs are perfect for them.
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Aodhana to reach out to schedule more meetings with each team. Norm to bring in Tracy to help with the account.
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## 12/9/2022
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### Friday Check in
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New L&D team - Maria and Karen - Internal pieces, new bespoke courses, etc.
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Manual handling course
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@ -1,298 +1,345 @@
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# Flink
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## Old Notes without Dates.
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## Old Notes without Dates
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### Tasks(old)
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- [X] Need to Hide some courses for an offline assesment
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- [-] In person assesment, so score must be hidden - pending not resolved
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- [X] Need to Hide some courses for an offline assessment
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- [-] In person assessment, so score must be hidden - pending not resolved
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- [-] contact SE for hiding score - 7 quizzes across 7 different courses
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- [X] Turn on search bar for them
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- [X] Demo Workflows
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- [X] Quiz as Survey functionality and best practices
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- [X] Quiz as Survey functionality and best practices
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- [X] Milestones?
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- [X] Intro to Marek for Communications Beta
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- [X] Map out workflow for duplicate or changing email addresses
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- [X] Map out workflow for duplicate or changing email addresses
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- [X] Intro to Clementine and Simon
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- [X] Intro to KJ for Analytics changes?
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- [X] Intro to KJ for Analytics changes?
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- [X] ILTs are the most important from Netherlands meeting
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- [X] Map their categories presentation to Northpass best practices
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- [X] Move course to Sandbox for testing - test many courses in carousel
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- [X] TESTING / Rider Onboarding - DE (ENG)
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- [X] And then 5-6 others at random
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- [X] Map their categories presentation to Northpass best practices
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- [X] Move course to Sandbox for testing - test many courses in carousel
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- [X] TESTING / Rider Onboarding - DE (ENG)
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- [X] And then 5-6 others at random
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- [X] Change Collapsible Menu
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- [X] Course Scripts
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- [X] Articles > Help Center
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- [X] Move Contact to the bottom: Contact, Profile Settings, Sign out
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- [X] Rider App
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- [X] Course Scripts
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- [X] Articles > Help Center
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- [X] Move Contact to the bottom: Contact, Profile Settings, Sign out
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- [X] Rider App
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- [X] Add Language Buttons such as in Canva (top right)
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### Notes(old)
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### Notes(old)
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New app launch during July, workforce support
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New app launch during July, workforce support
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These support apps will have links to Northpass
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Customizable HTML web page
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With learning paths courses are more sustainable
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With learning paths courses are more sustainable
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LP good for grouping certain content
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How about setting up a certain groups
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They are rethinking groups and need to transition their group hierarchy
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Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
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Figma file questions
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Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
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Figma file questions
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They need more training and enablement They will follow up for Figma files and setting those up for design
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## 07/07/2022
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* MCA COLUMN ORDER:
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* School ID
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* Learner Name
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* Email
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* SSO UID
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* Groups
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* Course Name
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* Course Version
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* Enrollment Day
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* Attempt STart
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* Attempt End
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* Attempt Number
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* Course Progress
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* Last Activity
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* Last Activity Date
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- MCA COLUMN ORDER:
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- School ID
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- Learner Name
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- Email
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- SSO UID
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- Groups
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- Course Name
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- Course Version
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- Enrollment Day
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- Attempt STart
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- Attempt End
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- Attempt Number
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- Course Progress
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- Last Activity
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- Last Activity Date
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Align on points of contact
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Concerns? They are the main contact for all back end structure and content
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Some teams - Simon's team for example - are country managers, such as Netherlands
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Workload balance - should someone else be working with Simon?
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Align on points of contact
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Concerns? They are the main contact for all back end structure and content
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Some teams - Simon's team for example - are country managers, such as Netherlands
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Workload balance - should someone else be working with Simon?
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Patrycja for urgent things? Can Anna keep working with Patrycja
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Simon's requests are not a priority sometimes
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Flink needs to align with the market and some concerns are not right now
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Priority right now is revamping everything in Northpass
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Flink needs to align with the market and some concerns are not right now
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Priority right now is revamping everything in Northpass
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Camila and Soner are main POCs for *everything* within Northpass
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AGENDA FOR EACH WEEKLY MEETING - align that the markets priorities and requests are actuall priorities
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||||
|
||||
Canva Demo
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Logic for beginner, if you complete half of the must haves, you're at level X
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||||
All within northpass courses
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||||
All within northpass courses
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||||
Rider APP > open mobile app
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||||
If desktop > go to a URL
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If desktop > go to a URL
|
||||
|
||||
Can we setup a login of button groups?
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Course Scripts : a need/vision, they want to read transcript of courses
|
||||
Course Scripts : a need/vision, they want to read transcript of courses
|
||||
Can we add duration on course card within LP overview page?
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||||
|
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Events are a new push
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||||
- Talks from Hub Managers
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||||
- Already fruitful for netherlands
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||||
- Will be used by other markets
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||||
Events are a new push
|
||||
- Talks from Hub Managers
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||||
- Already fruitful for Netherlands
|
||||
- Will be used by other markets
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||||
- Main district (Germany) were not involved in the events originally, and now they will be aligning on strategy
|
||||
-
|
||||
-
|
||||
|
||||
Analytics, need hub based metrics to give to the managers
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||||
Analytics, need hub based metrics to give to the managers
|
||||
|
||||
Soner - one of the priorities are the reports he asked for
|
||||
** Quiz hiding the score: **
|
||||
**Quiz hiding the score:**
|
||||
- If it is too hard, don't worry
|
||||
- This is a one-time case
|
||||
- Not super high priorty
|
||||
- Doesn't make sense to push for this right now
|
||||
- This is a one-time case
|
||||
- Not super high priority
|
||||
- Doesn't make sense to push for this right now
|
||||
|
||||
Front end layout - let them know what is possible
|
||||
Front end layout - let them know what is possible
|
||||
Next steps is categories, groups, and labels
|
||||
They need to clean these labels, make them easier to understand
|
||||
Filter by certain category labels i.e Marketing courses, etc
|
||||
|
||||
HM = Hub Manager
|
||||
IA = Inventory Associate
|
||||
IA = Inventory Associate
|
||||
|
||||
Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass
|
||||
From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses
|
||||
Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass
|
||||
From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses
|
||||
|
||||
They should then filter by
|
||||
Two main labels for learning, Market Label & Language Label
|
||||
They should then filter by
|
||||
Two main labels for learning, Market Label & Language Label
|
||||
They need it to be cleaner for the backend
|
||||
People should be able to see multiple languages
|
||||
People should be able to see multiple languages
|
||||
|
||||
There are multiple flows - HQ Cascade Content & HQ Diverse Content
|
||||
Soner's suggestion, Each course is a contact in your phone and then you add different fields, so must have is just a label or category or ribbon
|
||||
The most important thing is a clean view to see what their first/must complete courses are
|
||||
All courses exist within this Matrix of circle courses
|
||||
Eventually, they want hub managers to have a clean view of their employees, aka their hub
|
||||
All courses exist within this Matrix of circle courses
|
||||
Eventually, they want hub managers to have a clean view of their employees, aka their hub
|
||||
SAP is the goal for single source of truth for data
|
||||
Zapier, Quinyx, BambooHR,
|
||||
Okta is coming for SSO for access
|
||||
Zapier, Quinyx, BambooHR,
|
||||
Okta is coming for SSO for access
|
||||
|
||||
_Overall Deadline_
|
||||
Everything before Q4, SSO, Frontend
|
||||
Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.
|
||||
*Overall Deadline*
|
||||
Everything before Q4, SSO, Frontend
|
||||
Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.
|
||||
|
||||
Single Course Analysis - because they wanted a dashboard
|
||||
Course Completion - because they wanted to see who completed it
|
||||
* Course completion NO should show up regardless of attempt start
|
||||
* Course completion NO should show up regardless of attempt start
|
||||
|
||||
## 07/26/2022
|
||||
|
||||
Training and Content Team for Netherlands, Switzerland, Austria
|
||||
Training and Content Team for Netherlands, Switzerland, Austria
|
||||
2nd biggest market with 65 hubspot. German is the biggest with 100+.
|
||||
Distribution/Hub manager for Netherlands
|
||||
Distribution/Hub manager for Netherlands
|
||||
Has some bottle necks:
|
||||
- MCA and 5000 entries
|
||||
- Learning Path Analysis
|
||||
- MCA and 5000 entries
|
||||
- Learning Path Analysis
|
||||
|
||||
They manage everything from a google sheet
|
||||
Hub managers have access to this google sheet
|
||||
Currently manually sending emails and follow ups - NP communications are weak
|
||||
They manage everything from a google sheet
|
||||
Hub managers have access to this google sheet
|
||||
Currently manually sending emails and follow ups - NP communications are weak
|
||||
Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer)
|
||||
Scheduled Delivery would be great too
|
||||
This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered
|
||||
Source of truth is Big Query or Looker for the country manager and job title (HUB)
|
||||
Can we API into the properties?
|
||||
Wants weekly analytics -
|
||||
Can we API into the properties?
|
||||
Wants weekly analytics -
|
||||
|
||||
Other Hot topics in the Netherlands:
|
||||
- Frustrations with ILTs
|
||||
- People can register for multiple sessions within an event (they shouldn't be able to)
|
||||
- Can we prevent them from multiple sessions?
|
||||
- Simon doesn't have the admin possiblity to unregister people from sessions
|
||||
- He wants to register and unregister people
|
||||
- If Simon increases the number of seats, that person can't re-register because they have already been denied
|
||||
- Waiting list isn't good because a denial is a forever denial
|
||||
- Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
|
||||
- In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
|
||||
- Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
|
||||
- Don't like that you need multiple courses per language.
|
||||
- Quizzes: needing multiple quiz for every language.
|
||||
|
||||
- Frustrations with ILTs
|
||||
- People can register for multiple sessions within an event (they shouldn't be able to)
|
||||
- Can we prevent them from multiple sessions?
|
||||
- Simon doesn't have the admin possiblity to unregister people from sessions
|
||||
- He wants to register and unregister people
|
||||
- If Simon increases the number of seats, that person can't re-register because they have already been denied
|
||||
- Waiting list isn't good because a denial is a forever denial
|
||||
- Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
|
||||
- In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
|
||||
- Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
|
||||
- Don't like that you need multiple courses per language.
|
||||
- Quizzes: needing multiple quiz for every language.
|
||||
|
||||
## 08/11/2022
|
||||
|
||||
* Reporting
|
||||
* They are combining course a, b, and c into a new course A -OPPOSITE
|
||||
* If course a is complete, then new courses a, b, and c need to be completed
|
||||
* So everyone who has already completed those courses needs to be marked as complete in course A
|
||||
* How can we mark someone as complete?
|
||||
* People should be enrolled in the new course
|
||||
* Courses
|
||||
* number of enrollments
|
||||
* Ask soner
|
||||
* Needs info on events
|
||||
* Upcoming on the global level
|
||||
- Reporting
|
||||
- They are combining course a, b, and c into a new course A -OPPOSITE
|
||||
- If course a is complete, then new courses a, b, and c need to be completed
|
||||
- So everyone who has already completed those courses needs to be marked as complete in course A
|
||||
- How can we mark someone as complete?
|
||||
- People should be enrolled in the new course
|
||||
- Courses
|
||||
- number of enrollments
|
||||
- Ask soner
|
||||
- Needs info on events
|
||||
- Upcoming on the global level
|
||||
|
||||
## 9/22/2022
|
||||
* Banner Width smaller
|
||||
* Mobile view search bar becomes too short - Phone view
|
||||
* Chevron Carousel is okay for many courses
|
||||
* Embed our Workforce Contact
|
||||
* If you click contact, it will send them to a website hosted by Flink
|
||||
* Soner to send brand guidelines & which buttons should be removed from collapsible menu
|
||||
* Questions about Preview as Manager vs Learner
|
||||
* Allow them to update FAQ on their own
|
||||
* collapsible menu not showing in mobile
|
||||
## 9/22/2022
|
||||
|
||||
- Banner Width smaller
|
||||
- Mobile view search bar becomes too short - Phone view
|
||||
- Chevron Carousel is okay for many courses
|
||||
- Embed our Workforce Contact
|
||||
- If you click contact, it will send them to a website hosted by Flink
|
||||
- Soner to send brand guidelines & which buttons should be removed from collapsible menu
|
||||
- Questions about Preview as Manager vs Learner
|
||||
- Allow them to update FAQ on their own
|
||||
- collapsible menu not showing in mobile
|
||||
|
||||
## 10/06/2022
|
||||
* Cami and Soner to pull their own analytics
|
||||
* Unsure what those key metrics are
|
||||
* However, they currently look at:
|
||||
* Completion % of courses
|
||||
* Number of completed courses
|
||||
* Planning needs to happen about what those analytics are
|
||||
* Main priorities, cateogries, ensure the front end is "Flinky",
|
||||
* Reduce banner slightly, Cami to send a picture of what she wants
|
||||
* They want to launch ASAP, but need to find a window that works best
|
||||
* Wednesdays are generally slow and could be a good transfer day
|
||||
* Wednesday 10/19 - tentative
|
||||
|
||||
- Cami and Soner to pull their own analytics
|
||||
- Unsure what those key metrics are
|
||||
- However, they currently look at:
|
||||
- Completion % of courses
|
||||
- Number of completed courses
|
||||
- Planning needs to happen about what those analytics are
|
||||
- Main priorities, cateogries, ensure the front end is "Flinky",
|
||||
- Reduce banner slightly, Cami to send a picture of what she wants
|
||||
- They want to launch ASAP, but need to find a window that works best
|
||||
- Wednesdays are generally slow and could be a good transfer day
|
||||
- Wednesday 10/19 - tentative
|
||||
|
||||
## 10/13/2022
|
||||
* Soner to work on communications plan and roll out
|
||||
|
||||
- Soner to work on communications plan and roll out
|
||||
|
||||
## 10/20/2022
|
||||
### Almost ready to launch courses.
|
||||
* Starting on categories and groups - Patrycja sent an email just before the meeting.
|
||||
* Cami wants to know what we need to do before launch - is categories and groups the last big item?
|
||||
* Categories will only have the role. Groups will have front end groups? Not sure
|
||||
* Cami asking: can we trigger cateogries with different groups?
|
||||
* Yes.
|
||||
* Each course can be in any number of groups _and_ categories
|
||||
* Patrycja is asking: what courses should be *assigned* and which should allow self-enrollment?
|
||||
* They have targeted content in the platform. Enrollments and Course Interest is not very important.
|
||||
* Everything will be assigned. All courses must be taken by the learners and the real metric will be course completion.
|
||||
|
||||
### Almost ready to launch courses
|
||||
|
||||
- Starting on categories and groups - Patrycja sent an email just before the meeting.
|
||||
- Cami wants to know what we need to do before launch - is categories and groups the last big item?
|
||||
- Categories will only have the role. Groups will have front end groups? Not sure
|
||||
- Cami asking: can we trigger cateogries with different groups?
|
||||
- Yes.
|
||||
- Each course can be in any number of groups *and* categories
|
||||
- Patrycja is asking: what courses should be *assigned* and which should allow self-enrollment?
|
||||
- They have targeted content in the platform. Enrollments and Course Interest is not very important.
|
||||
- Everything will be assigned. All courses must be taken by the learners and the real metric will be course completion.
|
||||
|
||||
Order of operations:
|
||||
1. Assign Categories to a Group
|
||||
1. Assign Categories to a Group
|
||||
2. Assign Courses to a Group
|
||||
|
||||
* Cami has also shared the accurate names of the groups and categories.
|
||||
* Groups = Training, Onoarding DE, etc. Mapped to each country.
|
||||
* It may be that we're missing one of the groups, but lets trigger what we have for now for testing.
|
||||
* We have to clean up the groups and move over 1,000 people into the new group. Patrycja said if they sent us a CSV with the new groups people should be in, we can do it automatically.
|
||||
* Netherlands has yet to be aligned. Soner to share groups.
|
||||
* Soner requesting a list of groups and the names of learners in those groups.
|
||||
* Cami to instruct us and support on cleaning up the groups.
|
||||
- Cami has also shared the accurate names of the groups and categories.
|
||||
- Groups = Training, Onoarding DE, etc. Mapped to each country.
|
||||
- It may be that we're missing one of the groups, but lets trigger what we have for now for testing.
|
||||
- We have to clean up the groups and move over 1,000 people into the new group. Patrycja said if they sent us a CSV with the new groups people should be in, we can do it automatically.
|
||||
- Netherlands has yet to be aligned. Soner to share groups.
|
||||
- Soner requesting a list of groups and the names of learners in those groups.
|
||||
- Cami to instruct us and support on cleaning up the groups.
|
||||
|
||||
*What steps need to be accomplished to launch? Cami wants to begin the transfer tomorrow, 10/21/2022.*
|
||||
1. Creating the course cateogries and assigning them correctly. Adding courses to the groups also needs to be done.
|
||||
2. Begin transfer of templates behind the scene. This may take some time and _could_ bring the academy down for a bit of time.
|
||||
* Considerations: they have this "home quiz" which is due on Friday
|
||||
* Best time is Friday evening Berlin time.
|
||||
* We need to let Flink know when the transfer is starting and if the site goes down.
|
||||
* Then let them know when it is finished.
|
||||
1. Creating the course categories and assigning them correctly. Adding courses to the groups also needs to be done.
|
||||
2. Begin transfer of templates behind the scene. This may take some time and *could* bring the academy down for a bit of time.
|
||||
- Considerations: they have this "home quiz" which is due on Friday
|
||||
- Best time is Friday evening Berlin time.
|
||||
- We need to let Flink know when the transfer is starting and if the site goes down.
|
||||
- Then let them know when it is finished.
|
||||
|
||||
*Soner Design Changes:*
|
||||
* The hero image height should be smaller. Cut off from search bar and below and then re-center the search bar and title.
|
||||
* Include Privacy Policy and use the same Footer on (Flink's Website)[www.goflink.com]
|
||||
Final item: Cami will get back to us when categories are done.
|
||||
Northpass team to do final QA today.
|
||||
|
||||
- The hero image height should be smaller. Cut off from search bar and below and then re-center the search bar and title.
|
||||
- Include Privacy Policy and use the same Footer on [Flink's Website](www.goflink.com)
|
||||
Final item: Cami will get back to us when categories are done.
|
||||
Northpass team to do final QA today.
|
||||
|
||||
## 10/27/2022
|
||||
### First Meeting after Launch
|
||||
* Positive Reviews!
|
||||
|
||||
*Some Topics from Cami*
|
||||
* Front end:
|
||||
* Soner shared some items from the front end stuff
|
||||
* Is there anything missing from the Flink side to help improve things?
|
||||
* Patrycja: a better design understanding of the search.
|
||||
* Cami - do we need to show courses?
|
||||
* Soner Front End stuff:
|
||||
* The search works, but once you search for a course, some cosmetic things need to be changed.
|
||||
* Search results is slightly covered
|
||||
* Results are showing courses that they are not enrolled in
|
||||
* Screen had two handover processors - that's because learners are enrolled in both courses. This is normal functionality.
|
||||
* Back to my Courses in course viewer is not functional.
|
||||
* Search didn't work on dashboard?
|
||||
* Flink logo should go to categories page. Not the status page.
|
||||
* Language button isn't working as expected. If they click english, all the courses disappear. If they click german, all courses disappear. On home page, all courses of _both_ languages show up.
|
||||
* Properties, if admin saves property as uppercase, it reverts to lower case. Bug?
|
||||
* Location and Languages _should_ be working as expected.
|
||||
* Soner has also recieved questions about course completion:
|
||||
* Some people compelete the course in one language, they want to mark the other course as complete.
|
||||
* Also, they provide a survey at the end of the course which the person can't take because Flink doesn't allow retakes.
|
||||
* If people get moved between groups, so should courses?
|
||||
* Items from Camila:
|
||||
* They are setting up auto-triggers with Fountain, which is being discussed with Nino's team (along with Patrycja)
|
||||
* Can we link Northpass with Braze?
|
||||
* Cami to send over the User Experience/Flow for a good integration
|
||||
* We need clean data, which can complicate it
|
||||
* Trigger should be: if you didn't complete the training, send a Braze notification.
|
||||
* Braze trigger would be time delay + check completion - if no, send notification
|
||||
* Patrycja will still need a clear flow/infographic to understand what they need.
|
||||
* One last item from Cami:
|
||||
* Data from Northpass seems good
|
||||
* But some people are assigned as Pickers when they should be Riders
|
||||
* They are anxiously awaiting Rob's extract
|
||||
* Flink team really wants to merge IDs of learners
|
||||
* This is necessary to clean up data
|
||||
### First Meeting after Launch
|
||||
|
||||
- Positive Reviews!
|
||||
|
||||
Some Topics from Cami
|
||||
|
||||
- Front end:
|
||||
|
||||
- Soner shared some items from the front end stuff
|
||||
- Is there anything missing from the Flink side to help improve things?
|
||||
- Patrycja: a better design understanding of the search.
|
||||
- Cami - do we need to show courses?
|
||||
- Soner Front End stuff:
|
||||
- The search works, but once you search for a course, some cosmetic things need to be changed.
|
||||
- Search results is slightly covered
|
||||
- Results are showing courses that they are not enrolled in
|
||||
- Screen had two handover processors - that's because learners are enrolled in both courses. This is normal functionality.
|
||||
- Back to my Courses in course viewer is not functional.
|
||||
- Search didn't work on dashboard?
|
||||
- Flink logo should go to categories page. Not the status page.
|
||||
- Language button isn't working as expected. If they click English, all the courses disappear. If they click German, all courses disappear. On home page, all courses of *both* languages show up.
|
||||
- Properties, if admin saves property as uppercase, it reverts to lower case. Bug?
|
||||
- Location and Languages *should* be working as expected.
|
||||
- Soner has also received questions about course completion:
|
||||
- Some people complete the course in one language, they want to mark the other course as complete.
|
||||
- Also, they provide a survey at the end of the course which the person can't take because Flink doesn't allow retakes.
|
||||
- If people get moved between groups, so should courses?
|
||||
- Items from Camila:
|
||||
- They are setting up auto-triggers with Fountain, which is being discussed with Nino's team (along with Patrycja)
|
||||
- Can we link Northpass with Braze?
|
||||
- Cami to send over the User Experience/Flow for a good integration
|
||||
- We need clean data, which can complicate it
|
||||
- Trigger should be: if you didn't complete the training, send a Braze notification.
|
||||
- Braze trigger would be time delay + check completion - if no, send notification
|
||||
- Patrycja will still need a clear flow/infographic to understand what they need.
|
||||
- One last item from Cami:
|
||||
- Data from Northpass seems good
|
||||
- But some people are assigned as Pickers when they should be Riders
|
||||
- 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.
|
||||
|
||||
- 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.
|
||||
|
||||
## 11/17/2022
|
||||
|
||||
### Weekly Sync - No Agenda
|
||||
Cami has decided to keep the flow as is and not integrate Fountain with SAP. SAP is a custom integration. Fountain is basic, but it has been turned off. What they requested to turn on Fountain would change the auth method and cause issues downstream. Especially with messy data. So for now, we will leave everything as is. Fountain _may_ be re-integrated in Q1 of '23.
|
||||
|
||||
Cami has decided to keep the flow as is and not integrate Fountain with SAP. SAP is a custom integration. Fountain is basic, but it has been turned off. What they requested to turn on Fountain would change the auth method and cause issues downstream. Especially with messy data. So for now, we will leave everything as is. Fountain *may* be re-integrated in Q1 of '23.
|
||||
Their key tech stack priorities:
|
||||
* SAP
|
||||
* SSO
|
||||
|
||||
- SAP
|
||||
- SSO
|
||||
DONE: Ask Rob if we can add the SAP ID (learner property) to the Looker Extract for Flink. << THIS IS POSSIBLE ON ENTERPRISE >>
|
||||
|
||||
## 12/8/2022
|
||||
|
||||
### Camila, Flows & Workato
|
||||
|
||||
- Soner is no longer part of Flink
|
||||
|
||||
Cami & Flow Clean up:
|
||||
|
||||
- Main goal is to create a local table
|
||||
- They need to clean up and back fill users
|
||||
- They are developing a list
|
||||
- Push the data, with these key values:
|
||||
- SAP IDs
|
||||
- Email, Second Email
|
||||
- Role
|
||||
- Market
|
||||
- Hub* (MAYBE)
|
||||
- Issue is, the export they are requesting, the SAP team thinks there is too much compliance and legal items.
|
||||
- This is definitely coming in before the end of the year.
|
||||
- She is also requesting who is active and deactivated in their list.
|
||||
- Then, we need to align on the clean up. Criteria:
|
||||
- Deactivate all those that are marked as not active. Check by SAP ID, if there is no SAP ID, then check by email and second email.
|
||||
- Second, merge accounts based on goflink and flink email. Keep the accounts with more completions. Also, include the SAP ID. Everyone from Flink will have an SAP ID.
|
||||
- Criteria and logic: Keep most completions first, then onboarding training, etc. We may need to share nuanced criteria and cases with Cami
|
||||
- Question from Norm: is the SAP ID the same as SSO ID?
|
||||
- Once everything is clean, then they can turn on SSO. The email from Auth0 or Okta will be the main email of the person.
|
||||
- The main email in Northpass should be the GoFlink
|
||||
|
||||
After this, account creations need to be solved and how to avoid duplicates. Currently, there are clean creations from SAP.
|
||||
Netherlands mentioned that some people were new joiners did not have access to Northpass.
|
||||
She is very excited about the backfill and this will be super helpful.
|
||||
|
||||
11
CustomerNotes/Prenda.md
Normal file
11
CustomerNotes/Prenda.md
Normal file
@ -0,0 +1,11 @@
|
||||
# Prenda
|
||||
|
||||
## 12/09/2022
|
||||
|
||||
### Jessica random meeting
|
||||
|
||||
Jessica is doing the same thing but under a new manager.
|
||||
Told her to check in on updating Hubspot info via CSV
|
||||
Brian's last communications with Prenda: December 7th
|
||||
TODO: Send pricing on Enterprise and what that pricing would be
|
||||
Wants to know about missing features. What features would make this more robust?
|
||||
@ -89,4 +89,4 @@ Kathleen has some questions and/or bring something to our attention:
|
||||
- Her team is trying to anticipate some changes that are happening in the company, and looking for long-term solutions. 4-Year Plan, repackaging and bundling the products. Potentially, one of the products could have 3 different names. For example:
|
||||
- Currently: Fulfillment
|
||||
- Future: Retail, Warehouse, Vendor/Supplier - three different fulfillment product names
|
||||
- They also want to replace user guides. Putting User Guide content in Northpass. Using text editor/RTE - just copy and pasting it into Northpass.
|
||||
- They also want to replace user guides. Putting User Guide content in Northpass. Using text editor/RTE - just copy and pasting it into Northpass.
|
||||
|
||||
16
CustomerNotes/SimplePractice.md
Normal file
16
CustomerNotes/SimplePractice.md
Normal file
@ -0,0 +1,16 @@
|
||||
# Simple Practice
|
||||
|
||||
## 12/7/2022
|
||||
|
||||
### Returned after long hiatus
|
||||
|
||||
Eric, in charge of Learning Unit
|
||||
On24, on demand webinar courses
|
||||
Mixed Media - video, quizzes, text, etc
|
||||
Certifications are important
|
||||
See if someone has completed a course - what level of detail, or if they haven't at all.
|
||||
The feature that led them to On24 and questions can auto create tickets of high priority
|
||||
Only 5% actually use this
|
||||
Solvy in app and help center
|
||||
Mixpanel
|
||||
OnRamp - RocketLane -
|
||||
@ -1,79 +1,110 @@
|
||||
# Skuid
|
||||
# Skuid
|
||||
|
||||
## 07/21/2022
|
||||
|
||||
### Meeting with Alexa
|
||||
|
||||
Agenda sent to us by Alexa:
|
||||
|
||||
1. Popups -- need to explore this possibility to have a popup box alert users of messages.
|
||||
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.
|
||||
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
|
||||
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
|
||||
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
|
||||
|
||||
## 10/11/2022
|
||||
|
||||
* Unsubscribe per message, not ALL messages
|
||||
* "Click here if you want to unsubscribe from this..."
|
||||
|
||||
## 10/17/2022
|
||||
* Check box in Northpass
|
||||
* Marketing in Hubspot/Skuid
|
||||
* Where in Contact Record is this hubspot/opt options?
|
||||
* 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
|
||||
* Check box in Northpass
|
||||
* Marketing in Hubspot/Skuid
|
||||
* Where in Contact Record is this hubspot/opt options?
|
||||
* 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
|
||||
* Many many others
|
||||
|
||||
*Subscriptions*
|
||||
* Unsubscribe from all emails
|
||||
_Subscriptions_
|
||||
*Unsubscribe from all emails
|
||||
* Newsletter
|
||||
|
||||
Ideally, two or three fields will be setup to talk to Hubspot, each one is for various Hubspot subscription types. Jess will also check for anyone
|
||||
in Northpass and not in Hubspot.
|
||||
Ideally, two or three fields will be setup to talk to Hubspot, each one is for various Hubspot subscription types. Jess will also check for anyone
|
||||
in Northpass and not in Hubspot.
|
||||
|
||||
* [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.
|
||||
|
||||
* 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
|
||||
* 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.
|
||||
* 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
|
||||
* 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.
|
||||
_Appcues for Austin_ - Austin needs to check in.
|
||||
|
||||
## 11/22/2022
|
||||
|
||||
### Appcues, Analytics & Learning Paths, Hubspot Opt-out Button
|
||||
* Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
|
||||
|
||||
* Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
|
||||
* Wants to survey people both in and out of Skuid Skool. Sometimes the link will be in and out of the LMS.
|
||||
* They also want to quiz and have more question and answer types - hotspot, for instance. I also let her know about matching in dynamic quizzes.
|
||||
* Last requirement: multiple scheduling feature. A doodle type feature _in_ the survey.
|
||||
* Their live trainings are scheduled via a consulting firm. So they are balancing multiple people's calendars. The consultants calendars are in the survey. Learners taking the survey.
|
||||
* They also want to quiz and have more question and answer types - hotspot, for instance. I also let her know about matching in dynamic quizzes.
|
||||
* Last requirement: multiple scheduling feature. A doodle type feature _in_ the survey.
|
||||
* Their live trainings are scheduled via a consulting firm. So they are balancing multiple people's calendars. The consultants calendars are in the survey. Learners taking the survey.
|
||||
|
||||
## 12/8/2022
|
||||
|
||||
### Analytics for 2023
|
||||
|
||||
Two important items: Course
|
||||
|
||||
Two different rewards: receive points or complete courses.
|
||||
NYE will run from 1/1 to 3/31
|
||||
Kaitlyn Groezinger - last october that this shouldn't have happened. Front end showing incomplete courses when courses were complete.
|
||||
|
||||
Second important item: Points Report
|
||||
Especially on Enterprise.
|
||||
|
||||
Certifications:
|
||||
Stripe Integration and Revenue Tools
|
||||
They want a certification portal where they can "sell" certifications, similar to a web shop.
|
||||
|
||||
AppCues:
|
||||
She wants to make sure no risk in setting up the appcues stuff.
|
||||
|
||||
Forums:
|
||||
Would want it turned on for both Skuid and Skuad
|
||||
|
||||
@ -233,3 +233,4 @@ Molly met with Mary Potter this morning (she is head of compliance). They are ab
|
||||
TODO: -can NP trigger an email after course completion?
|
||||
TODO: -can we see the analytics/details of the email and who it was sent to?
|
||||
TODO: -can we receive an automated report of providers who have been assigned the training but 1) haven’t accessed the training, 2) started but have not yet completed the training.
|
||||
TODO: Turn on Workflows for 1099 School and create course completion email workflow recipe.
|
||||
|
||||
Reference in New Issue
Block a user