## Old Notes ### June/July until September notes - [X] - Connect KJ with Wild health for Analytics - [X] - Assign an SE for the Felix conversation The patient/client shouldn't see a difference between Clarity and Northpass Can we provision grouping before activation? Northpass What if we wait for a webhook, then put them in a group? Felix Scenario: Typical example Patient fills out 5 quesiton form You will be assigned 1 of 5 challenges You first need to be invited Then activated Then assigned a challenges Can we create a custom integration without zapier Make an API call? Yes they will create it themselves Email must be matching, or it will create a new account Next Sprint or following - 2-4 weeks Daniel has been the WildHealth dev working on this - [X] Send documentation and endpoints (person created, person added to group) - [X] Will a user that gets activated count against their MAL? <-- No! diet -> diseas specific -> autoimmunne module 7 -> coaching philosophy * [X] Wild health academy - old publishing * [X] Shopify tips: * [X] Flow of Emails - Receipt + Invitation (this one lags) * [X] Discount is on the last page, tell people to wait * [X] Shopify's customer service isnt the best, so be diligent * [X] Know your ProductIDs * [X] One Product per Course * [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. ## 10/17/2022 ### Flupdates on Shopify Integration * The big change for Northpass is the release date of courses from Monthly to Bi-Weekly * They want the intro course to be availble as soon as soneone signs up, regardless of signup date. * Kaitlyn is grabbing all IDs for courses 1-12 and hiding them, until a certain date is reached. * All other courses and IDs are shown immedieatly. * Mike: the other main change other than cadence, is 1st and 15th release dates * Groups: fellowship group (1st of every month > 1st and 15th), rolling admissions group (keeping rolling admissions as is. Not taking additional enrollees.) * Everyone who starts from now going forward, starts on Jan 1st. * 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). ## 10/25/2022 ### Analytics Meeting with Trei & Abby * Discuss self-got analytics, custom reports, Google Sheets automations * Other items from Trei: * Live-hosted events + data: * Registrations and Attendance data * Abby: two iterations of webinars to students. Thursdays & ad-hoc coaching sessions * Additional group will be added based on this new group - coaching group & national board accrediting group * Send invitations and attendace to these groups and all through Northpass * Stopped using ILTs and now using an extenal/manual process * Optimal, assign events, not allow them to register * OR - recurring event one registration allows them to register for all events * Calendar: Google Calendar * Video Tech: Zoom * Submissions of recorded video content * Can the video submission be sent to faculty automatically? * They _could_ give faculty access to Northpass * How are faculty mapped to assignments/courses? * Unsure as of yet * 30-40 students in this class * 3 faculty to be grading * Spreadsheet is a good start (The Look) * See if we can add in ILT & Submission Data * Faculty would have to grade based on pass/fail ## 10/31/2022 * Abby PTO: November 7th - 18th * Confirm if Mike wants to have the meetings while Abby is out * Abby might add Trei to the meeting on the 14th to go over Analytics updates and the custom dashboard we are creating for them. * Abby usually handles little IT issues like logins etc. * Should/Can she send them to NP Support? * Usual issues are if reset password doesn't work or a course is not accessible. * Assistant: Baeligh Moburley * All inquiries will go to Baeleigh first and then passed onto us. * Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics. ## 11/14/2022 Jan 6th is first event Zoom Events - Hosted as Events where everyone can see each others faces How do events affect userflow? * Tue-Wed Coaching Sessions * Mandatory * Goal is accredidation * These users will want to sit for a board * Thursday Webinars, also mandatory, a person can only miss 6 hours of these * This is asycnchronous vs synchronous content * Attendance policy: if you miss, you can only miss up to 6 hours of synchronous content * Videos will be uploaded after * Students just have to show up and be present in the zoom to count as attended * Small groups, speaking, faculty joining the breakouts etc * Interns will be on that for taking attendance * Wants to track the amount of time a person has attended Certifications: * Are these course based? ## 11/28/2022 ### Document/Proposed Ideas from Mike and Abby CMS/Resource Hub: * Documents living in Northpass and then offered in a "resource center" in the Academy. * Sort of like a CMS? * 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. * 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. * Learners use search all the time. Search needs to really help them arrive at their required resource. * People are both searching and going to a "resources" tab and find the activity. * They were unaware of the search functionality finding specific activities and the ability to go to that activity. TODO: Look into Templates and fix their search functionality. It should _only_ show activities, not courses.