97 lines
3.6 KiB
Markdown
97 lines
3.6 KiB
Markdown
# Blacklane
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## Whos Who
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- Calum: Content, User journeys
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- Colin: Might be the same (has covid 7/5)
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## Tasks
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- [X] Create Flow Chart of Roles, Courses, NP Definitions etc
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- [X] Lay out one course per role since we can't hide activities
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- [X] Check with SE if we can hide activities based on role
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- [ ] Create flow chart of how to create courses
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- [ ] Annotated version of diagram - remove details
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- [ ] Go through Master Course and look for holes
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- [ ] Review
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## Integrations
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- Salesforce
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## Genzeral Notes
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- currently hosting every module in survey gizmo and intercom
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- Need to break these down into activities
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- Components == activities:w
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- Calum wants the academy to be a living, adaptable thing
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- DEADLINES: End of July, all courses done, Mid-August, Launch
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- Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
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- Hasn't discussed how to introduce the Launch
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- soft launch without a big announcement,
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- content carts inapp
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- newsletters
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- Formal launch to follow
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- Calum has google sheet with all the training structures
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- Roles in chauffer - admin, provider, dispatcher, reviewer, driver
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- Is there a priority/importance of the roles?
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- Regardless of role, all training is the same, currently.
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- Need to separate it based on permisionning. How to separate training?
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- Each role is different, no monetary incentive
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- New account gets all training under Y
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- Each course will need to be for each category
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- Salesforce integration
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- What is the trigger for Norm to gain another permission? Partner portal just updates their chauffer - only admin can update a driver's rules and permissions
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- Updated driver doesn't need to take new training
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- Permissioning doesn't change very often
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- If someone has dropped off the app for 6 months, they will have to redo the trianing
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**7/19/2022**
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Colin
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Which access rights/permissions within BambooHR to turn on the integration
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Separation of instances - chauffer and internal -S
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Northpass chauffers and northpass internal -
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Calum is sick now, surgery - next week he will return
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Design for both - start with basic design
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Integration into app in Q4 -
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SSO for chauffers
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UUID - not through email since they have duplicates
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Integrating with salesforce - what needs to be done in their salesforce to turn on integration
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Colin is very familiar with SFDC
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Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers
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Timeline Internal: HR team wants to use it right away, GDPR as first training
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Just focus on content creation with Chris
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Turn on salesforce
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watch it not work
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have p set up webhook script for learner completed
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pass uid in enrollment URL/invitation URL
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chauffer clicks, enrolls, takes course, webhook goes back to SFDC
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Thoughts:
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Turn on so enrollment object gets created
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Once it exists in salesforce, with workato we can update xyz in enrollments object
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**Meeting with Chris from Learning Team**
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Any department has to go through initial training
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Service Excellence team,
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Newbies from Manila are contractors and don't have BBHR access
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These are your customer care team
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Berlin, LA, etc all have Blacklane Employees
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ILT wont work because they have to do instructor led training within a course
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## 01/18/2023
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### Braze/Northpass
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- Webinar and Learning Data should go into Braze. If Braze can store that data, even better.
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- Store IDs in Northpass from Braze or Salesforce
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- They need to limit API calls because Braze will charge them more with even more API calls.
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Data Warehouse: Airflow - between warehouses.
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Trigger would come from warehouse that X course needs to happen because of decision Y.
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