Douglas Elliman

08/15/2022

Odds and Ends

Current Issues: * Videos would stop * Lots of people stuck at 17-18% * Charlie figured out workaround via Wistia * Videos just stopped? DE would have to reset everyone * This training is necessary for Audit. * They don't feel self-reliant or self-sufficient * Feels like digging out of a hole

9/27/2022

Analytics Questions & Completions

How many people are retaking courses?
Back in 2021, she hadn't completed mandatory courses
Left and came back, but had restricted access
Is this unique or common? - Very Unique
IT gave her 48 hours to complete courses, so she and her manager was freaking out
Will begin kicking off 2022 mandatory courses
October 1st, kicking it off
Agents have 1 month to complete the mandatory training
Then managers get involved, especially if agents dont complete it
Restrict access if incomplete
They need the new inactivity nudge to list ALL courses that they have been inactive for
They are receiving a lot of questions from agents about WHICH courses they need to complete
Kathleen on PTO next week. 10/2/-10/7

10/18/2022

Comms

Spent her PTO in Ireland. It was her 4th trip there and has ancestry for Ireland. Her mom has dual-citizenship.
Received 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.

11/29/2022

Incorrect Reporting

Reports are not showing what she needs. Reuben Riviera says as not completed, but did complete it on Oct 4th. She wants to setup meeting today before 3pm, with Jeff. 1pm. She is trying to see everyone who hasn't completed the Cybersecurity Course so she can restrict their access. What she is doing: pulling MCA for this course, for this entire year, for anyone at 99% or less. Downloads as CSV, she then does an excel filter to remove duplicates. People have multiple emails, which is an issue. Last week, she had 110 people in the report, this week she had 210. People showed up on Monday but didn't show up last week. Other issue: duplicate emails with inactive emails, but they completed it with their active email.

Austin's last convo with Michael McCormick was at 11am last Wednesday, November 23rd. Michael said he was going to send the changed data to Zack to look over this. It is retrieving data from the API endpoints.

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