9.3 KiB
9.3 KiB
Papa
8/30/2022
- Issues that may happen:
- ADP is the brain - Integration
- Transferring from LMS
- Corporate & Care on Lessonly
- Pals on Northpass
- Integration with Snowflake and Looker in Phase 2
People
* Katie - Senior Learning - Care Team
* Lizzy - PM on Katie's Team
* Mini - Senior Training on Care Team
* Becca - Learning Content Dev at Care Center
* Yvette - Directors in Care Center - Inbound member PAL/Employer Teams
* Sarah - Employee Experience & Culture Team
* Amanda - HR Ppl partner, Biz Operations - Integrations for Compliance
* Zeke - Dir of Compliance, works with Cheif Compliance Officer
* Melanie - Sales Training & Enablement - new biz and CS success - use it for the sales team, self-directed, accountability as well
* Natasha - HR Generalist for HR Operations (under Amanda)
Level Setting & Introduction
* Northpass was already being used for PAL Training & Support
* Separate Instances for Internal Side & External Side
* Lessonly Contract Expires on October 4th
Katie & Lizzy never want access to the Pals side People should be in isolated instances Care center vs Pals
ADP Integration - Okta SSO - Ted, Security Team
10/03/2022
- Rebecca has been in Northpass a lot as the main creator
- Needs some clarity on items
- Not using the platform in an ideal manner
- Didn't double check all the quizzes that were put in
- Drew's team also made more than a few mistakes putting in Quizzes
- Currently, Papa wants quizzes and assignments to be a single assesment
- They also want there to be grading and adjustments to the grading after completion
- Instead, we will have to create properties and custom code the weights to create a per-quiz grade and a final, weighted average quiz.
10/04/2022
- Meeting with Tedd - Okta has joinpapa.com
- It is being sunsetted and everyone is moving to papa.com
- Q1 2023
- Possible solution is to add a regex to the logic and ignore joinpapa.com
- Is there anyway we can move everyone to papa.com even sooner?
- Northpass is grabbing the SSO Id that's being provided by the regex, but we're also grabbing another parameter, which is an email
- Kaitlyn set up a sandbox to further test this. Ted has been invited.
- Mostly, they want to test what happens if we update someone's email (joinpapa), will Okta overwrite upon next login and revert to joinpapa?
- We need to map Okta/Papa's user.name to northpass' current_person.email
- Ted to setup okta in sandbox and test mapping of the papa username to northpass email.
- Northpass is requesting a base attribute in Okta, which can't be edited. This attribute is called user.name or username
- We can't update or make a variable of that base attribute. That variable is mapped to the Okta Username. Which is joinpapa.com
- This attribute in okta is called: schoolkeep_gc.bi1994
- On the call, Ted said the following happened:
- He changed his username to papa.com and removed the join
- He logged out of Okta, but then said it didn't work
- Then removed himeself from the group he setup.
- Then waited for Okta to resync
- And then has added himself back into the group.
- However, it still logged him in with joinpapa.
- Kaitlyn suggested to delete both of his accounts in Northpass
- His deactivated account in Northpass is showing up with papa.com
- Kaitlyn then deleted both of his accounts in Northpass
- And then Ted was instructed to log back in.
- And that worked!! He has the proper email and SSO UID!
10/10/2022
- Lots of chat about structuring the content
- They are okay with my proposed changes of a single group with a single set of courses for onboarding
- But say things change from week to week and need to be updated
- We may have to pull all analytics as as CSV and then delete the course if they continue down this path
- QuiZ Leader Board - show ALL learners within a group. This is in Single Quiz Results. All people within a single dashboard.
- Closing thoughts by Lizzy: for the coming weeks, the courses will have to remain the same
- However, eventually, they should solidify some courses and move towards asynchronous onboarding
- Perhaps hold to this training for x months, and then try out a new method
- In the new year?
- Lizzy wants to talk to leadership and ask them some questions
- We need to follow up on Tedd and get on SSO stuff.
- He isn't responding to Lizzy either.
10/17/2022
SSO Meeting
- Not really an SSO meeting because Tedd still hasn't shown up.
Other Items
- No cohort this week
- New Cohort week of 41 people
- They are unsure what's going to happen next week, they are unsure
- Awaiting a "Dashboard" live for next week
- Mini played around with sending reports to email etc and they want to get better at data analysis
- Rebecca: inbound, first 10 days, are pretty well made and stabilized
- Concerned about 508 compliance as FROALA doesn't auto-stylize links to underline and blue
- Mini doesn't like that archived courses show up in drop downs. They want to be able to NOT see archived courses when adding a new course to a group.
- Lizzy came up with the idea of having people be managers to only show the courses they should be seeing.
Analytics for Trainers
- Trainers having analytics issues
- Timeout and stalling issues
- Not the same options?
- Check for Manager permissions, and which courses they can manage and what analytics options they have.
- Mini went in and change all the manager permissions and made them the same across the board
- They shouldn't be deleting anything.
- Asked for screenshots from the trainers re: analytics issues.
10/24/2022
Meeting with Tedd & Papa
- After much hassling, Tedd finally showed up for a meeting!
- He said, when they create new accounts via SSO, Northpass is requesting a few items for that intial creation and login.
- Here are the requests:
- Full Name
- Email Address
- SSO UID
- What's happening is:
- He has two accounts, one is created based on group assignment in Okta, one from Northpass
- Everything is setup for the username to be picked up
- When he goes into his Okta dashboard, and clicks on Northpass SSO
- Drop down of profile shows papa and everything "appears fine"
- Email shows up in SSO UID
- To get this to work and show up as above, he had to do a few things in his profile.
- Said this is not how they usually setup and provision accounts with vendors.
- Tedd is sending the correct information at the first email, but upon the second email, he is sending this SAML stuff, and the wrong email is being sent.
- Kaitlyn to write up what Tedd needs to do to get the correct email.
11/07/2022
Weekly Monday Sync
- Lizzy's items:
- First and foremost - SSO - will Lizzy/Kaitlyn's plan work? It should!
- Anyone who is deactivated according to Northpass will not be able to login unless they are reactivated
- Kaitlyn suggests we just delete everyone
- This way we can start totally fresh with these users
- Users without an SSO UID have never been activated or entered Northpass
- Active, current users will not be affected at all.
- Lizzy is referencing a few "one offs" whose training material is now in a different account? ie. Carmen Macias
- Criteria for deletion: Deactivated with no SSO UID
- For new people, do we have to wait for their activation to add them to a group?
- You could add them on Friday and add them to their group upon invitation.
- There is a high "no show" rate, so they need to be added that Monday of the first class.
- If these no-shows are removed from Okta, they will be removed from Northpass and/or inable to access Northpass.
- Pre-adding them to the group just takes away an extra step on Monday, because when they activate on Monday, they will just slot into their pre-created group.
Chapin & Shala from Pal Onboading
- Pal Onboaring might be a black box/grey area of who owns it
- Chapin works in Pal Engagement
- Shala, VP of Marketplace and Ops (Chapin reports to Shala)
- Fill rates, engagement, etc is all under their purview.
- Pals have a webapp for onboarding training and then a mobile app
- Most Pal notifications are via email.
- Lizzy had given an update/presentation about Northpass at their ops meeting
- This is for the Visit Success team
- They fulfill Pals Visits
- This generated some interest from various teams, such as the above.
Mini/Becca Care Center items
- Stef Owens, sowens@papa.com, Group: New Hire 10/31, Course 6.1 & 6.2
- What she is not seeing - some course updates
- She is going in through Okta, entering Northpass, and clicking "Learner Mode"
- Some new course versions and various items are not updating to her end.
- Publishing continues to be confusing for Becca
11/17/2022
Thursday Sync - No Agenda
Two items from Lizzy:
- Chris and Anneliese were first invited without SSO. Now that SSO is setup, Kaitlyn had some questions about those two users.
- Okay to delete since they are currently using SSO.
- No class this week, the last one was 11/7. Next class is the 28th.
- Not happy about the 6 hour analytics update
- The trainers need to go over the exam within an hour to speak to the individual
- Items trainer needs:
- Specific answers to questions
- Overall score