customer notes updates

CustomerNotes/Artsy.md

@@ -0,0 +1,6 @@
+## 10/19/2022
+* Ellen, Marketplace Support lead
+* Wants to use for onboarding training
+* New to artsy, 3 months, bad onboarding experience 
+* Has a new person started in November and wants to use training on Northpass. 
+* Specifcally creating her own training for her team. 

CustomerNotes/DouglasElliman.md

@@ -24,3 +24,13 @@ Current Issues:
 * They need the new inactivity nudge to list ALL courses that they have been inactive for 
 * They are recieving a lot of quesitons from agents about WHICH courses they need to complete 
 * Kathleen on PTO next week. 10/2/-10/7
+
+## 10/18/2022
+* Spent her PTO in Ireland. It was her 4th trip there and has ancestry for Ireland. Her mom has dual-citizenship. 
+* Recieved an update regarding inacitivity nudge bug and that everything is working now. 
+* She wants to setup specific inacitivity nudges for specific courses. 
+* Forwarded me an example email to use the copy in Northpass comms. 
+* Ask Marek - how to access properties? Can we change the hyperlink highlight color to the brand's colors? Also ask if we can remove the "and x number of courses more". 
+* Want better certificates. It takes Kathleen a lot of time to find, download, and send. 
+* Either when they click a completed course, be brought to cert, or have a certs page with all cert links they have accomplished. 
+* Charlie is working on managers that can be pulled into a report? She wants to easily filter and see who the person's manager is so that Kathleen can inform the manager of who hasn't completed a mandatory training. This is from the end of September. 

CustomerNotes/Flink.md

@@ -163,7 +163,46 @@ Other Hot topics in the Netherlands:
 
 ## 10/13/2022
 * 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. 
+
+Order of operations:
+    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. 
+
+*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. 
+
+*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. 
 
 ## Tasks
 

CustomerNotes/JJSV.md

@@ -1,6 +1,3 @@
-# JJSV
-
-** Think Boutique when considering the style **
 
 ## Todos
 
@@ -78,20 +75,20 @@ For Americas, LatAm, Canada, and USA might have different courses
 This is ONLY for the US 
 
 ## 10/03/2022 
-* [-] CREATE a storyboard PPT of the UX of the academy 
-* [ ] Remove all links along the top of the footer
-* [ ] Cookie/Legal should link to Northpass' Policy 
-* [ ] Contact Us should be un-clickable 
-* [ ] Add how to edit properties and links in the Documentation 
-* [ ] Backspace Professional Events 
-* [ ] Product Inforation should be: "Learn about Johson & Johnson's Technology Offerings"
+* [X] CREATE a storyboard PPT of the UX of the academy 
+* [X] Remove all links along the top of the footer
+* [X] Cookie/Legal should link to Northpass' Policy 
+* [X] Contact Us should be un-clickable 
+* [X] Add how to edit properties and links in the Documentation 
+* [X] Backspace Professional Events 
+* [X] Product Inforation should be: "Learn about Johson & Johnson's Technology Offerings"
 
 ## 10/10/2022
-* [ ] Footer - make red text NOT red 
-* [ ] Grey Footer, change 2021 to 2022 
-* [ ] Have Kaitlyn rearrange the tiles on the main page 
-    * [ ] Currently: Events, Explore, Product, My Topics 
-    * [ ] Proposed: Events, My Topics, Product, Explore 
+* [X] Footer - make red text NOT red 
+* [X] Grey Footer, change 2021 to 2022 
+* [X] Have Kaitlyn rearrange the tiles on the main page 
+    * [X] Currently: Events, Explore, Product, My Topics 
+    * [X] Proposed: Events, My Topics, Product, Explore 
 * Tigue asked some questions. 
     * During the registration process, can Company Practice Name have a suggestion that pulls from Google Search?
         * No, well maybe. Google is too expansive. We need a refined data set. She pinged Tigue, who may reach out 
@@ -99,3 +96,22 @@ This is ONLY for the US
 * New Site launched One Vision. Pro site. It says "Interact" at the top of the dashboard. Onevision.prointeract.com. 
 * Melinda called it a "show pad". https://www.prointeract.com/#mousescroll 
 * Internal training site? CMS? Hard to tell. But it has a folder for sales training. It looks just like a list of files and resources.  
+
+## 10/19/2022 
+### Meeting with Melinda re: Design stuff.
+* Since we aren't going OUS - Out of US - we can remove all Cookie Policies 
+* CPRA - US/California cookie policies
+* 5 more starts are adding their own privacy policy rules, just like California 
+* Something we will have to do is let them know that JJSV has a quarterly review policy. 
+* If a user has been inactive, not logged in, for 6 months, they should be deactivated. Don't erase history, just block their login. 
+    * This would be for HCPs - healthcare providers 
+* Employees will be removed from platform upon termination of their employment 
+    * Usually its a form submission and then tracked on a master user sheet
+* There may be the need to do the same deactivation trigger for employees.
+    * YES. New Logic:
+        * Deactivation for all people after 6 months OR
+        * Deactivation for employees after termination. 
+* Question - how do deactivations work with open access? 
+* User Audit Policies is what all the above logic and rules will be called. 
+* Melinda will pull new screenshots for her presentation and then provide the group with the registration link. Each person will register on their own to review the steps. Two reviews will happen to look for bugs and do some QA.
+* 

CustomerNotes/StopItSolutions.md

@@ -42,3 +42,13 @@ Admin training -
 Student SEL - 
 Educator - Teachers looking for PD requirements
 
+## 10/18/2022
+### Meeting with Cindy regarding Analytics?
+* Really just wants to know about new comms 
+* Getting used to new reports - starting to dive into CS experience in onboarding wizard 
+* Really want overall reports and high level with time frames 
+* Understanding of when the reports are refreshed 
+* The time delta is important because they use it to confirm that people trained
+* They might find out that someone completed training, but then go into NP and its not true
+* They have an onboarding dashboard wizard and shows when they complete training. 
+* treuter@stopitsolutions.com 

CustomerNotes/Talkspace.md

@@ -67,6 +67,14 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
         - Deadline for shutting down courses: Tuesday, August 30
     - Molly told steve he's worked with a lot of homegrown LMS that were a pain to use
 
+## 08/04/2022
+### Meeting with OpenSesame re: SCORM files
+* Possibly missed events!
+* Opensesame only sends complete/incomplete - values could be 0 or 1, or whatever the cmi.core.value are
+* Communicated via API
+* RPX now is OS' social sign on and SSO communication
+* Osano is used by OS but not sure how it would factor in
+
 ## 9/21/2022 
 * Overall, things are going well!
 * Ensure the button color change gets changed
@@ -86,13 +94,12 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
 ### Meeting with Emile from Bellweather
 * Ask Ummey if activitiy specific information would be helpful? 
 * Currently they are pulling learning path data 
-* 
 
-## 08/04/2022
-### Meeting with OpenSesame re: SCORM files
-* Possibly missed events!
-* Opensesame only sends complete/incomplete - values could be 0 or 1, or whatever the cmi.core.value are
-* Communicated via API
-* RPX now is OS' social sign on and SSO communication
-* Osano is used by OS but not sure how it would factor in
+## 10/18/2022 
+* Ummey was letgo with the current round of layoffs. Only two people joined our weekly sync... not everyone else was let go. But lots of fear. 
+* Still no resolve with OpenSesame. They are very concerned that this will cause issues in 2023. 
+* Nervous about job cuts and if this continues, Molly and her team will be on the chopping block. 
+* OS not offering any solutions. They don't even know who their CSM is. 
+* Norm to do a few tasks to help see if we can push this through. 
+* Madison, on Ummey's team, is a contractor and last day is November 10th. 
 

CustomerNotes/Walmart.md

@@ -16,4 +16,36 @@
 * Wants to get that data back or are we SOL? 
 * Travis: Nope! The data is intact. We can provide this data, outside of our native analytics system.
 
-## 10/13/2022
+## 10/19/2022
+### Walmart Wednesdays!
+* Process for OneDrive folder is to have a new pending and finished folders where Cam will take, update the shots, and then update them to the Resource Center (Courses) and then place them in a finished folder. 
+* Currently, OneDrive is setup by topic. 
+* Ask Cam to drop the finished V2 shots in the appropriate folder. 
+* Krystal asking if we're seeing from other clients this topic of FTC and DOT legal changes. 
+* Their legal team is rattled by the upcoming proposal.
+* 6 Total Factors that they will be "cracking down" on.
+* How Walmart provides Guidance to the drivers will be impacted
+* Content will need to be overhauled. 
+* (Link to the article Krystal shared)[https://news.bloomberglaw.com/daily-labor-report/whos-an-employee-and-whos-a-contractor-dol-proposal-explained]
+* Biggest impact is that Walmart can no longer provide sequential, step-by-step instructions to their drivers. 
+* Krystal is mocking up a prop 22 training currently to educate people on what this new proposal is. 
+* Training mostly focuses on safety, but there is a lot more questions about wages, earnings, etc . Spark drivers have a lot of questions about it. 
+* Especially for those in CA.
+* Krystal doesn't want to jump too far ahead, but they are really interested in "journey based" content. How can we provide the right information at the right time for the drivers? 
+* How Travis sees it:
+    * Resource Center is a library center of resources for spark dirvers
+    * It is reactive and 'on demand'
+* The best companies deliver "point in time" notifications 
+* Prescriptive, in-time training that is triggered based on other data points. 
+* Where are they struggling with this? How to deploy? What tech to use? What content to use? 
+* They want to have a resource available on the exact activity
+* Scanning is the big topic that is causing a lot of heart burn. 
+* Travis has setup a group to go through a spark driver's journey to _find_ those inflection and points of frustration to begin figuring out where they can begin testing "on time" training.  
+* Krystal wants to use existing content - chunk it up and separate it out - so that people can be told to go to a specific activity. 
+* Travis and Krystal recieved "negative" feedback about the RC. But it wasn't really about the RC, but more about _styles_ of trainings - should we have more videos, text, interactive? Are we reaching the right learners with the right type of learning styles?
+* [ ] Have design team mock up some micro-learning, right time learning experiences for Walmart team. 
+* Krystal asked about the mocked up dashboards. What triggered her question?
+    * She said she was in the SCA and said the numbers didn't line up. 
+    * Resources for Contacting a Customer 
+    * There were less people enrolled than the total of in progress and finished. 
+    * Her boss is a numbers guy and eagerly asking about numbers.

CustomerNotes/Wildhealth.md

@@ -52,6 +52,5 @@ module 7 -> coaching philosophy
     * Second course will be starting in July 
 * Do they need other Shopify products?
     * Kaitlyn to check. She needs to figure out what the "date" cut off is for adding people to the January vs July cohort cadence. 
-* There is also the *Fundamentals Course*, which will not be drip anymore, but all courses all at once. 
-    * Workflow can be deleted (already done).
-* 
+* There is also the *Fundamentals Course*, which will not be drip anymore, but all courses all at once.
+* Workflow can be deleted (already done).

NP_Root_Startpage/app.js

@@ -139,7 +139,7 @@ const printCards = () => {
     cardContainer.appendChild(currentCard);
   }
 };
-
+/* Add event listener for a click or onclick to run function. 
 /****************/
 /* STARTER CODE */
 /****************/

NP_Root_Startpage/index.html

@@ -30,3 +30,12 @@
     <script src="./app.js"></script>
   </body>
 </html>
+
+<script>
+function copyHref(evt) {
+if (currentCard.href == "https://northpass.na.chilipiper.com/book/me/norm-rasmussen") {
+  evt.preventDefault();
+  navigator.clipboard.writeText(currentCard.href)
+  }
+};
+</script>

TodoList.md

@@ -1,8 +1,17 @@
 # Todo List for all Clients
 * [ ] (Papa) Reach out to Tedd regarding finishing up SSO stuff seucrity audit. 
 * [ ] (G2) Add "Back to courses" button on Course Overview Page
-* [ ] (G2) 
+* [X] (G2) Send the analytics spreadsheet. 
 * [ ] (Walmart) Get Cam and I access to OneDrive 
-* [ ] (Cluid) Send Aodhana meeting link
+* [X] (Cluid) Send Aodhana meeting link
 * [ ] (Cluid) Update Cluid's instance branding links. 
 * [ ] (Walmart) Get Walmart OneDrive Access
+* [X] (Talkspace) Email Nicole & Molly Offering help with OpenSesame. 
+    * [X] Ask Travis to ask Byron who Talkspace's CSM is. 
+* [X] (Talkspace) Email Molly a short and long blurb of what the point of the Fountain call is. 
+* [ ] (StopIt) Send follow up email with CNAME screeshot. 
+* [ ] (H1) Uploading new branding and logos.
+* [ ] (JJSV) Look up procedure/script to auto download CSV of inactive users and call the API to deactivate the users.   
+* [X] (Skuid) Send follow up and ask for actual link of email preferences along with specific property endpoints/names in Hubspot. 
+    * [ ] CC Austin for research. 
+* [ ] (Walmart) Ask Cam to mock up some microlearning experiences based on other triggers to deliver "right time" learning.