Chubb notes and another update for Headway's templates.
This commit is contained in:
Norm Rasmussen
@ -23,7 +23,7 @@
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{% if training_event.title contains "Clinical Office Hours" %}
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<div class="np-training-session-cta">
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<div class="np-training-session-cta-buttons">
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<a href={{ training_session.session_url }}>
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<a href={{ training_session.session_url }} target="_blank" rel="noopener noreferrer">
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<button class="np-top-button np-button np-button-big ">
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Register
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</button>
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@ -8,6 +8,7 @@
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* They know what they want! Steve made a mock up.
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Catalog page:
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* Liked the Bubbles on Pipedrive
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* Sidebar like Omnisend
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* They have levels like beginner, expert, etc
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@ -24,12 +25,11 @@ Catalog page:
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## 1/25/2024
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### Post-launch!
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### Post-launch
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Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290`
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TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible?
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Learning path strings together )completion page button)
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custom learning path button end of course screen
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@ -40,3 +40,44 @@ custom learning path button end of course screen
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Sunay & Frank Questions:
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* Is Northpass on a shared tenancy model?
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## 02/29/2024
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### SSO Updates & Success Plan Questions
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* Remediation plan is needed for SSO
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* Almost ready with SSO stuff.
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* Moving through internal documentation today
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* Tentative Launch Date: March 8th
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* Steve testing Group provisioning with Felipe.
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* Steve to reach out about group creation. At most, 10 groups.
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* Trying to figure out how to segment agents for grouping.
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* Employee training is a "nice to have" and they are free to take as many courses as they want.
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* Helps them be aligned with agents
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Data and Analytics:
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* Once SSO is setup, Steve will be pivoting to data pass through to Chubb.
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* Ask Travis id Analytics Extracts was included.
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* Data lake is currently being filled.
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* Looking at [Axway](https://www.axway.com/en) for connecting our systems.
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Kim & what CISA is looking at from a high level:
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* Agents completing courses and Data
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* Data they need:
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* Who is not completing courses
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* 90 email journey - 30+ emails
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* Emails for register for training
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* Other emails directing agents to courses
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* GOAL: Complete an entire LP based on their appointment.
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* If they don't, they lose their Chubb appointment title.
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* Very uncommon for people to have both Personal and Commercial - usually one or the other
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* Wants to understand inactivity nudges
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* Agent status - Independent Agents & can sell Chubb products but also competitors products.
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Questions from Jenelle:
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* What date do they use to start counting the 90 days? Assignment date? Email journey deployment date?
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Jenelle will be working on generic courses - communication skills, intro to insurance, etc.
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22
Todos.md
22
Todos.md
@ -36,13 +36,13 @@
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- [X] No name for Kim and Jenelle, but exists for Steve. Could be based on Display Name?
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FEAT: Transcripts page - Clickable courses, Export of table "proof for learner", Last activity/last progress.
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- [ ] Send Sophia an overview of catalog & include Courtney on email as soft-intro.
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- [ ] Update End of Quiz Screens for Courtney at BigIdeas Learning.
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- [X] Update End of Quiz Screens for Courtney at BigIdeas Learning.
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- [ ] Submit ticket for MATTR's requests: full-screen SCORM, progress bar not showing everything
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## 02-23-2024
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- [X] HackerRank - Publish and force retakes on all courses in their LP.
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- [ ] Move HackerRank to old publishing.
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- [X] Move HackerRank to old publishing.
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- [ ] Anthology - Test products on Dashboard with *only* Line images and Text product.
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- [ ] Anthology - Add Properties Updates to CSV Workflow.
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@ -65,3 +65,21 @@ FEAT: Transcripts page - Clickable courses, Export of table "proof for learner",
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- [ ] Walmart: Back button from overview page takes a while to respond.
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- [ ] Mattr: Research [Avner's Slack
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message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?thread_ts=1709081535.497109&cid=C04RER4PH09) on how they can grade a coding assignment in or out of CE.
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## 02-29-2024
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- [ ] Renewal Tracker Tasks - start with Q2:
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- [ ] Meet and tell CSMs.
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- [ ] CSMs to enter at least one above the line contact - if multiple, choose highest
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- [ ] Assign buddy as per Kat's message. Buddy's do not need to be notified.
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- [ ] Buddy is to ask for renewal sentiment. "Is there anything we need to be aware of for renewal?" Check LinkedIn for contacts.
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- [ ] Q2 finished by second week of March to give us enough time to plan/react --> Q3 - let's focus on getting these out by end of March --> Q4 - End of April
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- [ ] Standard ghost follow up every 2 weeks.
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- [ ] StopItSolutions, change button destination depending on property. Code block below is how you'd run it after page load and where the custom property lives.
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```html
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<script>
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window.addEventListener("DOMContentLoaded", function() {
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console.log("The person's company is: "+window.serviceLearningProps.customProperties.personProperties.data.attributes.customized_properties.company)
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}, false);
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</script>
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```
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