Blacklane

Whos Who

- Calum: Content, User journeys
- Colin: Might be the same (has covid 7/5)

Tasks

Create Flow Chart of Roles, Courses, NP Definitions etc
Lay out one course per role since we can't hide activities
Check with SE if we can hide activities based on role
Create flow chart of how to create courses
Annotated version of diagram - remove details
Go through Master Course and look for holes
Review

Integrations

- Salesforce

Genzeral Notes

currently hosting every module in survey gizmo and intercom
Need to break these down into activities
Components == activities:w
Calum wants the academy to be a living, adaptable thing
DEADLINES: End of July, all courses done, Mid-August, Launch
Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
Hasn't discussed how to introduce the Launch - soft launch without a big announcement, - content carts inapp - newsletters - Formal launch to follow
Calum has google sheet with all the training structures
Roles in chauffer - admin, provider, dispatcher, reviewer, driver
Is there a priority/importance of the roles?
Regardless of role, all training is the same, currently.
Need to separate it based on permisionning. How to separate training?
Each role is different, no monetary incentive
New account gets all training under Y
Each course will need to be for each category
Salesforce integration
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
Updated driver doesn't need to take new training
Permissioning doesn't change very often
If someone has dropped off the app for 6 months, they will have to redo the trianing 7/19/2022 Colin Which access rights/permissions within BambooHR to turn on the integration Separation of instances - chauffer and internal -S Northpass chauffers and northpass internal - Calum is sick now, surgery - next week he will return Design for both - start with basic design Integration into app in Q4 - SSO for chauffers UUID - not through email since they have duplicates Integrating with salesforce - what needs to be done in their salesforce to turn on integration Colin is very familiar with SFDC Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers Timeline Internal: HR team wants to use it right away, GDPR as first training

Just focus on content creation with Chris

Turn on salesforce watch it not work have p set up webhook script for learner completed pass uid in enrollment URL/invitation URL chauffer clicks, enrolls, takes course, webhook goes back to SFDC

Thoughts: Turn on so enrollment object gets created Once it exists in salesforce, with workato we can update xyz in enrollments object

Meeting with Chris from Learning Team Any department has to go through initial training Service Excellence team,

Newbies from Manila are contractors and don't have BBHR access These are your customer care team

Berlin, LA, etc all have Blacklane Employees ILT wont work because they have to do instructor led training within a course

01/18/2023

Braze/Northpass

Webinar and Learning Data should go into Braze. If Braze can store that data, even better.
Store IDs in Northpass from Braze or Salesforce
They need to limit API calls because Braze will charge them more with even more API calls.

Data Warehouse: Airflow - between warehouses.

Trigger would come from warehouse that X course needs to happen because of decision Y.

3.6 KiB Raw Blame History