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@ -1,12 +1,13 @@
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## Old Notes
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## Old Notes
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### June/July until September notes
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- [X] - Connect KJ with Wild health for Analytics
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- [X] - Assign an SE for the Felix conversation
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- [X] - Assign an SE for the Felix conversation
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The patient/client shouldn't see a difference between Clarity and Northpass
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Can we provision grouping before activation? Northpass
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What if we wait for a webhook, then put them in a group?
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What if we wait for a webhook, then put them in a group?
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Felix Scenario:
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Typical example
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@ -16,13 +17,14 @@ You first need to be invited
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Then activated
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Then assigned a challenges
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Can we create a custom integration without zapier
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Make an API call?
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Yes they will create it themselves
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Email must be matching, or it will create a new account
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Can we create a custom integration without zapier
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Make an API call?
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Yes they will create it themselves
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Email must be matching, or it will create a new account
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Next Sprint or following - 2-4 weeks
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Daniel has been the WildHealth dev working on this
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- [X] Send documentation and endpoints (person created, person added to group)
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- [X] Will a user that gets activated count against their MAL? <-- No!
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@ -30,100 +32,122 @@ diet ->
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diseas specific -> autoimmunne
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module 7 -> coaching philosophy
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* [X] Wild health academy - old publishing
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* [X] Shopify tips:
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* [X] Flow of Emails - Receipt + Invitation (this one lags)
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* [X] Discount is on the last page, tell people to wait
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* [X] Shopify's customer service isnt the best, so be diligent
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* [X] Know your ProductIDs
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* [X] One Product per Course
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- [X] Wild health academy - old publishing
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- [X] Shopify tips:
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- [X] Flow of Emails - Receipt + Invitation (this one lags)
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- [X] Discount is on the last page, tell people to wait
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- [X] Shopify's customer service isnt the best, so be diligent
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- [X] Know your ProductIDs
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- [X] One Product per Course
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* [X] Modules 1-12 combined into a single course, moved to the Education Portal - not possible. It slowed down the entire system because of too many modules.
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- [X] Modules 1-12 combined into a single course, moved to the Education Portal - not possible. It slowed down the entire system because of too many modules.
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## 10/17/2022
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### Flupdates on Shopify Integration
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* The big change for Northpass is the release date of courses from Monthly to Bi-Weekly
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* They want the intro course to be availble as soon as soneone signs up, regardless of signup date.
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* Kaitlyn is grabbing all IDs for courses 1-12 and hiding them, until a certain date is reached.
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* All other courses and IDs are shown immedieatly.
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* Mike: the other main change other than cadence, is 1st and 15th release dates
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* Groups: fellowship group (1st of every month > 1st and 15th), rolling admissions group (keeping rolling admissions as is. Not taking additional enrollees.)
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* Everyone who starts from now going forward, starts on Jan 1st.
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* Second course will be starting in July
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* Do they need other Shopify products?
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* Kaitlyn to check. She needs to figure out what the "date" cut off is for adding people to the January vs July cohort cadence.
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* There is also the *Fundamentals Course*, which will not be drip anymore, but all courses all at once.
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* Workflow can be deleted (already done).
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- The big change for Northpass is the release date of courses from Monthly to Bi-Weekly
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- They want the intro course to be availble as soon as someone signs up, regardless of sign up date.
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- Kaitlyn is grabbing all IDs for courses 1-12 and hiding them, until a certain date is reached.
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- All other courses and IDs are shown immedieatly.
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- Mike: the other main change other than cadence, is 1st and 15th release dates
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- Groups: fellowship group (1st of every month > 1st and 15th), rolling admissions group (keeping rolling admissions as is. Not taking additional enrollees.)
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- Everyone who starts from now going forward, starts on Jan 1st.
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- Second course will be starting in July
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- Do they need other Shopify products?
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- Kaitlyn to check. She needs to figure out what the "date" cut off is for adding people to the January vs July cohort cadence.
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- There is also the *Fundamentals Course*, which will not be drip anymore, but all courses all at once.
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- Workflow can be deleted (already done).
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## 10/25/2022
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### Analytics Meeting with Trei & Abby
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* Discuss self-got analytics, custom reports, Google Sheets automations
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* Other items from Trei:
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* Live-hosted events + data:
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* Registrations and Attendance data
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* Abby: two iterations of webinars to students. Thursdays & ad-hoc coaching sessions
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* Additional group will be added based on this new group - coaching group & national board accrediting group
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* Send invitations and attendace to these groups and all through Northpass
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* Stopped using ILTs and now using an extenal/manual process
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* Optimal, assign events, not allow them to register
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* OR - recurring event one registration allows them to register for all events
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* Calendar: Google Calendar
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* Video Tech: Zoom
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* Submissions of recorded video content
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* Can the video submission be sent to faculty automatically?
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* They _could_ give faculty access to Northpass
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* How are faculty mapped to assignments/courses?
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* Unsure as of yet
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* 30-40 students in this class
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* 3 faculty to be grading
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* Spreadsheet is a good start (The Look)
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* See if we can add in ILT & Submission Data
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* Faculty would have to grade based on pass/fail
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### Analytics Meeting with Trei & Abby
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- Discuss self-got analytics, custom reports, Google Sheets automations
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- Other items from Trei:
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- Live-hosted events + data:
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- Registrations and Attendance data
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- Abby: two iterations of webinars to students. Thursdays & ad-hoc coaching sessions
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- Additional group will be added based on this new group - coaching group & national board accrediting group
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- Send invitations and attendace to these groups and all through Northpass
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- Stopped using ILTs and now using an external/manual process
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- Optimal, assign events, not allow them to register
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- OR - recurring event one registration allows them to register for all events
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- Calendar: Google Calendar
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- Video Tech: Zoom
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- Submissions of recorded video content
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- Can the video submission be sent to faculty automatically?
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- They *could* give faculty access to Northpass
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- How are faculty mapped to assignments/courses?
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- Unsure as of yet
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- 30-40 students in this class
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- 3 faculty to be grading
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- Spreadsheet is a good start (The Look)
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- See if we can add in ILT & Submission Data
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- Faculty would have to grade based on pass/fail
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## 10/31/2022
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* Abby PTO: November 7th - 18th
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* Confirm if Mike wants to have the meetings while Abby is out
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* Abby might add Trei to the meeting on the 14th to go over Analytics updates and the custom dashboard we are creating for them.
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* Abby usually handles little IT issues like logins etc.
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* Should/Can she send them to NP Support?
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* Usual issues are if reset password doesn't work or a course is not accessible.
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* Assistant: Baeligh Moburley
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* All inquiries will go to Baeleigh first and then passed onto us.
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* Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics.
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- Abby PTO: November 7th - 18th
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- Confirm if Mike wants to have the meetings while Abby is out
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- Abby might add Trei to the meeting on the 14th to go over Analytics updates and the custom dashboard we are creating for them.
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- Abby usually handles little IT issues like logins etc.
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- Should/Can she send them to NP Support?
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- Usual issues are if reset password doesn't work or a course is not accessible.
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- Assistant: Baeligh Moburley
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- All inquiries will go to Baeleigh first and then passed onto us.
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- Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics.
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## 11/14/2022
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Jan 6th is first event
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Jan 6th is first event
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Zoom Events - Hosted as Events where everyone can see each others faces
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How do events affect userflow?
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* Tue-Wed Coaching Sessions
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*Tue-Wed Coaching Sessions
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* Mandatory
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* Goal is accredidation
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* These users will want to sit for a board
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* Thursday Webinars, also mandatory, a person can only miss 6 hours of these
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* This is asycnchronous vs synchronous content
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* Attendance policy: if you miss, you can only miss up to 6 hours of synchronous content
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* Videos will be uploaded after
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* Students just have to show up and be present in the zoom to count as attended
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* Small groups, speaking, faculty joining the breakouts etc
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* Interns will be on that for taking attendance
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* Wants to track the amount of time a person has attended
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* Goal is accreditation
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* These users will want to sit for a board
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* Thursday Webinars, also mandatory, a person can only miss 6 hours of these
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* This is asycnchronous vs synchronous content
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*Attendance policy: if you miss, you can only miss up to 6 hours of synchronous content
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* Videos will be uploaded after
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* Students just have to show up and be present in the zoom to count as attended
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* Small groups, speaking, faculty joining the breakouts etc
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*Interns will be on that for taking attendance
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* Wants to track the amount of time a person has attended
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Certifications:
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* Are these course based?
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## 11/28/2022
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### Document/Proposed Ideas from Mike and Abby
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CMS/Resource Hub:
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* Documents living in Northpass and then offered in a "resource center" in the Academy.
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* Sort of like a CMS?
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* People need quick reference to something like an SOP while they are _with_ a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but availble to learners as well.
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* Where do the docs live right now? Google Drive, lots of overlap and duplicates. People can't access them quickly enough. It needs to be accessible via Search functionality as well.
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* Learners use search all the time. Search needs to really help them arrive at their required resource.
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* People are both searching and going to a "resources" tab and find the activity.
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* They were unaware of the search functionality finding specific activities and the ability to go to that activity.
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TODO: Look into Templates and fix their search functionality. It should _only_ show activities, not courses.
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- Documents living in Northpass and then offered in a "resource center" in the Academy.
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- Sort of like a CMS?
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- People need quick reference to something like an SOP while they are *with* a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but availble to learners as well.
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- Where do the docs live right now? Google Drive, lots of overlap and duplicates. People can't access them quickly enough. It needs to be accessible via Search functionality as well.
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- Learners use search all the time. Search needs to really help them arrive at their required resource.
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- People are both searching and going to a "resources" tab and find the activity.
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- They were unaware of the search functionality finding specific activities and the ability to go to that activity.
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TODO: Look into Templates and fix their search functionality. It should *only* show activities, not courses.
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## 12/14/2022
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### 2023 Planning
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In a perfect world Northpass will host
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Just switched to Active Campaign for the drip emails.
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Manually via Gmail
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A few exceptions within the group
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The confusion with ILTs was the register button, the extra step, doctor's don't listen well.
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Ultimately, it doesn't matter if they register for it or not, because attendance will show if they have shown up.
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Register -> Remove completely. Underneath it would show "Please come back to this link at the start time and date."
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Best method:
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TODO: Zoom Webinars/ILTs and Custom Comms..
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TODO: Send Event Flow to Abby
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TODO: Deliver Trei Analytics.
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Norm Rasmussen