Gainsight/Scripts/API_Notes/SampleNotes/Flink.md

Flink

Tasks

• Need to Hide some courses for an offline assesment
• [-] In person assesment, so score must be hidden - pending not resolved
• [-] contact SE for hiding score - 7 quizzes across 7 different courses
• Turn on search bar for them
• Demo Workflows
• Quiz as Survey functionality and best practices
• Milestones?
• Intro to Marek for Communications Beta
• Map out workflow for duplicate or changing email addresses
• Intro to Clementine and Simon
• Intro to KJ for Analytics changes?
• ILTs are the most important from Netherlands meeting
• Map their categories presentation to Northpass best practices
• Move course to Sandbox for testing - test many courses in carousel
  • TESTING / Rider Onboarding - DE (ENG)
  • And then 5-6 others at random
• Change Collapsible Menu
  • Course Scripts
  • Articles > Help Center
  • Move Contact to the bottom: Contact, Profile Settings, Sign out
  • Rider App
• Add Language Buttons such as in Canva (top right)

• This is a task #1
• This is another task #2
• This is a sub task! #3
• Here is another task. #4

Notes

New app launch during July, workforce support These support apps will have links to Northpass Customizable HTML web page With learning paths courses are more sustainable LP good for grouping certain content How about setting up a certain groups They are rethinking groups and need to transition their group hierarchy Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions Figma file questions They need more training and enablement They will follow up for Figma files and setting those up for design

07/07/2022

• MCA COLUMN ORDER:
  • School ID
  • Learner Name
  • Email
  • SSO UID
  • Groups
  • Course Name
  • Course Version
  • Enrollment Day
  • Attempt STart
  • Attempt End
  • Attempt Number
  • Course Progress
  • Last Activity
  • Last Activity Date

Align on points of contact Concerns? They are the main contact for all back end structure and content Some teams - Simon's team for example - are country managers, such as Netherlands Workload balance - should someone else be working with Simon? Patrycja for urgent things? Can Anna keep working with Patrycja

Simon's requests are not a priority sometimes Flink needs to align with the market and some concerns are not right now Priority right now is revamping everything in Northpass Camila and Soner are main POCs for everything within Northpass

AGENDA FOR EACH WEEKLY MEETING - align that the markets priorities and requests are actuall priorities

Canva Demo Logic for beginner, if you complete half of the must haves, you're at level X All within northpass courses Rider APP > open mobile app If desktop > go to a URL

Can we setup a login of button groups? Course Scripts : a need/vision, they want to read transcript of courses Can we add duration on course card within LP overview page?

Events are a new push - Talks from Hub Managers - Already fruitful for netherlands - Will be used by other markets - Main district (Germany) were not involved in the events originally, and now they will be aligning on strategy -

Analytics, need hub based metrics to give to the managers

Soner - one of the priorities are the reports he asked for ** Quiz hiding the score: ** - If it is too hard, don't worry - This is a one-time case - Not super high priorty - Doesn't make sense to push for this right now

Front end layout - let them know what is possible Next steps is categories, groups, and labels They need to clean these labels, make them easier to understand Filter by certain category labels i.e Marketing courses, etc

HM = Hub Manager IA = Inventory Associate

Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses

They should then filter by Two main labels for learning, Market Label & Language Label They need it to be cleaner for the backend People should be able to see multiple languages

There are multiple flows - HQ Cascade Content & HQ Diverse Content Soner's suggestion, Each course is a contact in your phone and then you add different fields, so must have is just a label or category or ribbon The most important thing is a clean view to see what their first/must complete courses are All courses exist within this Matrix of circle courses Eventually, they want hub managers to have a clean view of their employees, aka their hub SAP is the goal for single source of truth for data Zapier, Quinyx, BambooHR, Okta is coming for SSO for access

Overall Deadline Everything before Q4, SSO, Frontend Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.

Single Course Analysis - because they wanted a dashboard Course Completion - because they wanted to see who completed it * Course completion NO should show up regardless of attempt start

07/26/2022

Training and Content Team for Netherlands, Switzerland, Austria 2nd biggest market with 65 hubspot. German is the biggest with 100+. Distribution/Hub manager for Netherlands Has some bottle necks: - MCA and 5000 entries - Learning Path Analysis

They manage everything from a google sheet Hub managers have access to this google sheet Currently manually sending emails and follow ups - NP communications are weak Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer) Scheduled Delivery would be great too This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered Source of truth is Big Query or Looker for the country manager and job title (HUB) Can we API into the properties? Wants weekly analytics -

Other Hot topics in the Netherlands:

• Frustrations with ILTs
• People can register for multiple sessions within an event (they shouldn't be able to)
• Can we prevent them from multiple sessions?
• Simon doesn't have the admin possiblity to unregister people from sessions
• He wants to register and unregister people
• If Simon increases the number of seats, that person can't re-register because they have already been denied
• Waiting list isn't good because a denial is a forever denial
• Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
• In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
• Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
• Don't like that you need multiple courses per language.
• Quizzes: needing multiple quiz for every language.

08/11/2022

• Reporting
  • They are combining course a, b, and c into a new course A -OPPOSITE
    • If course a is complete, then new courses a, b, and c need to be completed
  • So everyone who has already completed those courses needs to be marked as complete in course A
  • How can we mark someone as complete?
  • People should be enrolled in the new course
• Courses
  • number of enrollments
  • Ask soner
• Needs info on events
• Upcoming on the global level

09/22/2022

• Banner Width smaller
• Mobile view search bar becomes too short - Phone view
• Chevron Carousel is okay for many courses
• Embed our Workforce Contact
  • If you click contact, it will send them to a website hosted by Flink
• Soner to send brand guidelines & which buttons should be removed from collapsible menu
• Questions about Preview as Manager vs Learner
• Allow them to update FAQ on their own
• collapsible menu not showing in mobile

10/06/2022

• Cami and Soner to pull their own analytics
• Unsure what those key metrics are
• However, they currently look at:
  • Completion % of courses
  • Number of completed courses
• Planning needs to happen about what those analytics are
• Main priorities, cateogries, ensure the front end is "Flinky",
• Reduce banner slightly, Cami to send a picture of what she wants
• They want to launch ASAP, but need to find a window that works best
• Wednesdays are generally slow and could be a good transfer day
• Wednesday 10/19 - tentative

10/13/2022

• Soner to work on communications plan and roll out

10/14/2022

These are new notes to test an update function

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11/14/2022

Meeting Heading: Topics for discussion

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