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CustomerNotes/.DS_Store
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CustomerNotes/.DS_Store
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CustomerNotes/Aiim.md
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# AIIM
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Workflows Demo
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## 10/11/2022
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* The user recieving the communications is an ex-employee and that should say it all
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* They are okay with losing the subscription of that person
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* Wants to explore workflows
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* Launched their course with the password protected proctored test
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* Quiz has 120 min timer, same with Proctor-U settings
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* No failures is a good thing, they want everyone to pass
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* Is thinking about integrating Zapier, Shopify, and Northpass. Learner's have to pay for a retake.
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* Using Accredible for certificates.
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* Accredible: make a group, make a certificate name same as group
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* It does some funny things with dates
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* Heavily using Workflows in Hubspot. Connected to Unific via Shopify
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* Data: Bold to Shopify, Shopify to Hubspot. Hubspot becomes the main repo for all data. How to integrate Northpass?
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* Getting large customer orders that can't go through bold, they go straight to Shopify. Managing expiration/join dates in a Trello card.
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* Large customers are invoiced separately, bold can't do $0.
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* She is just thinking about this, no engineering hours needed yet.
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* The other item she wanted to talk about:
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* They just started using Services Hub
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* Wants to know other client use cases
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* Using typeform for reviews, but will start using services hub
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* Mostly to gather feedback
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* What feature are they using Services Hub for mostly?
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* Service Hub is a HUBSPOT product
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* She got stuck on a workflow
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* CIP Exam, it should trigger for all learners not just a specific one
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* But she is getting a trigger for "enter UID" which she doesn't want to do.
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* This should be for everyone.
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# AIIM
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Workflows Demo
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@ -42,12 +42,10 @@ Internal service errors keep happening
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As early as last week
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We need options for outside of the learning path
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Learning Paths - two other schools are not having learning paths errors
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Molly needs help with: anyone who is not at 100% (for CA and non-CA) Compliance July and CA July the LP on dashboard needs to be removed. This way they don't get assigned a new one and then take the old one.
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- [ ] Pull analytic and bulk remove the LP from those people
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- [X] Pull analytic and bulk remove the LP from those people
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Can a learner self-select their role? Separate comms for each group?
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Comms each group are necessary
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@ -72,15 +70,29 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
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## 9/21/2022
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* Overall, things are going well!
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* Ensure the button color change gets changed
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* QMC Audit, training audit by third party for training completed
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* Rebecca Jewel, to reach out to Virun, Chief Medical Officer for this audit
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## 10/11/2022
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* [ ] Update 2022 to 2023 on the main dashboard page - Update now
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* [ ] After someone finishes the 1099 courses, they will then reach the Compliance Group/courses. The 1099 courses should not be seen.
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* [ ] Send Molly options for hiding the 1099 courses. Workflows to unenroll? Hide courses not in the group?
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* No date set for rolling out 2023 - sometime in January
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* Molly will set up and then Test internally, possibly ask us to test as well?
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* Wants to know if we can combine Looks in Looker for data
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* Needs to combine Northpass data with their data. They want to look in Looker at which 1099 has not clicked a link. Basically, they need to compare a Northpass list of enrolled learners with a list of Talkspace 1099s that have recieved an email.
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## 10/11/2022
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### Meeting with Emile from Bellweather
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* Ask Ummey if activitiy specific information would be helpful?
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* Currently they are pulling learning path data
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*
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## Mezaeting with OpenSesame re: SCORM files
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## 08/04/2022
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### Meeting with OpenSesame re: SCORM files
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* Possibly missed events!
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* Opensesame only sends complete/incomplete - values could be 0 or 1, or whatever the cmi.core.value are
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* Communicated via API
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* RPX now is OS' social sign on and SSO communication
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* Osano is used by OS but not sure how it would factor in
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QMC Audit, training audit by third party for training completed
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Rebecca Jewel, to reach out to Virun, Chief Medical Officer for this audit
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print(response['title'])
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#response = json.dumps(json.loads(response.text), sort_keys=True, indent=4, separators=(",", ": "))
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