Chubb notes and another update for Headway's templates.

This commit is contained in:
Norm Rasmussen
2024-02-29 22:27:23 -05:00
parent 1184fe0cd1
commit e2e58399f5
3 changed files with 64 additions and 5 deletions

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@ -23,7 +23,7 @@
{% if training_event.title contains "Clinical Office Hours" %} {% if training_event.title contains "Clinical Office Hours" %}
<div class="np-training-session-cta"> <div class="np-training-session-cta">
<div class="np-training-session-cta-buttons"> <div class="np-training-session-cta-buttons">
<a href={{ training_session.session_url }}> <a href={{ training_session.session_url }} target="_blank" rel="noopener noreferrer">
<button class="np-top-button np-button np-button-big "> <button class="np-top-button np-button np-button-big ">
Register Register
</button> </button>

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@ -8,6 +8,7 @@
* They know what they want! Steve made a mock up. * They know what they want! Steve made a mock up.
Catalog page: Catalog page:
* Liked the Bubbles on Pipedrive * Liked the Bubbles on Pipedrive
* Sidebar like Omnisend * Sidebar like Omnisend
* They have levels like beginner, expert, etc * They have levels like beginner, expert, etc
@ -24,12 +25,11 @@ Catalog page:
## 1/25/2024 ## 1/25/2024
### Post-launch! ### Post-launch
Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290` Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290`
TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible? TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible?
Learning path strings together )completion page button) Learning path strings together )completion page button)
custom learning path button end of course screen custom learning path button end of course screen
@ -40,3 +40,44 @@ custom learning path button end of course screen
Sunay & Frank Questions: Sunay & Frank Questions:
* Is Northpass on a shared tenancy model? * Is Northpass on a shared tenancy model?
## 02/29/2024
### SSO Updates & Success Plan Questions
* Remediation plan is needed for SSO
* Almost ready with SSO stuff.
* Moving through internal documentation today
* Tentative Launch Date: March 8th
* Steve testing Group provisioning with Felipe.
* Steve to reach out about group creation. At most, 10 groups.
* Trying to figure out how to segment agents for grouping.
* Employee training is a "nice to have" and they are free to take as many courses as they want.
* Helps them be aligned with agents
Data and Analytics:
* Once SSO is setup, Steve will be pivoting to data pass through to Chubb.
* Ask Travis id Analytics Extracts was included.
* Data lake is currently being filled.
* Looking at [Axway](https://www.axway.com/en) for connecting our systems.
Kim & what CISA is looking at from a high level:
* Agents completing courses and Data
* Data they need:
* Who is not completing courses
* 90 email journey - 30+ emails
* Emails for register for training
* Other emails directing agents to courses
* GOAL: Complete an entire LP based on their appointment.
* If they don't, they lose their Chubb appointment title.
* Very uncommon for people to have both Personal and Commercial - usually one or the other
* Wants to understand inactivity nudges
* Agent status - Independent Agents & can sell Chubb products but also competitors products.
Questions from Jenelle:
* What date do they use to start counting the 90 days? Assignment date? Email journey deployment date?
Jenelle will be working on generic courses - communication skills, intro to insurance, etc.

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@ -36,13 +36,13 @@
- [X] No name for Kim and Jenelle, but exists for Steve. Could be based on Display Name? - [X] No name for Kim and Jenelle, but exists for Steve. Could be based on Display Name?
FEAT: Transcripts page - Clickable courses, Export of table "proof for learner", Last activity/last progress. FEAT: Transcripts page - Clickable courses, Export of table "proof for learner", Last activity/last progress.
- [ ] Send Sophia an overview of catalog & include Courtney on email as soft-intro. - [ ] Send Sophia an overview of catalog & include Courtney on email as soft-intro.
- [ ] Update End of Quiz Screens for Courtney at BigIdeas Learning. - [X] Update End of Quiz Screens for Courtney at BigIdeas Learning.
- [ ] Submit ticket for MATTR's requests: full-screen SCORM, progress bar not showing everything - [ ] Submit ticket for MATTR's requests: full-screen SCORM, progress bar not showing everything
## 02-23-2024 ## 02-23-2024
- [X] HackerRank - Publish and force retakes on all courses in their LP. - [X] HackerRank - Publish and force retakes on all courses in their LP.
- [ ] Move HackerRank to old publishing. - [X] Move HackerRank to old publishing.
- [ ] Anthology - Test products on Dashboard with *only* Line images and Text product. - [ ] Anthology - Test products on Dashboard with *only* Line images and Text product.
- [ ] Anthology - Add Properties Updates to CSV Workflow. - [ ] Anthology - Add Properties Updates to CSV Workflow.
@ -65,3 +65,21 @@ FEAT: Transcripts page - Clickable courses, Export of table "proof for learner",
- [ ] Walmart: Back button from overview page takes a while to respond. - [ ] Walmart: Back button from overview page takes a while to respond.
- [ ] Mattr: Research [Avner's Slack - [ ] Mattr: Research [Avner's Slack
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. 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.
## 02-29-2024
- [ ] Renewal Tracker Tasks - start with Q2:
- [ ] Meet and tell CSMs.
- [ ] CSMs to enter at least one above the line contact - if multiple, choose highest
- [ ] Assign buddy as per Kat's message. Buddy's do not need to be notified.
- [ ] Buddy is to ask for renewal sentiment. "Is there anything we need to be aware of for renewal?" Check LinkedIn for contacts.
- [ ] 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
- [ ] Standard ghost follow up every 2 weeks.
- [ ] 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.
```html
<script>
window.addEventListener("DOMContentLoaded", function() {
console.log("The person's company is: "+window.serviceLearningProps.customProperties.personProperties.data.attributes.customized_properties.company)
}, false);
</script>
```