Course Module

Modified on Tue, 13 May at 11:16 AM

Setting up the Course Module

TODO: complete transfer of these notes...see "HERE!!!"

Read through the entire document before starting any work!

Note: Assumes website has been created! If there's no existing website see Create a new website.

The following notes should provide the needed details to setup and configure a website to be used for the Adventist Web Engine (AWE) courses module.

Realize this is just a basic configuration of the courses module. Your team should work with a web designer to develop the pages of the website to fit your branding.

Courses Module: Provider

Create a provider in the Courses Module:

Expand the Courses module.
Click on "Manage providers"
Click on button "Add provider":
- Title: enter the name of the provider
- Language: add the language for the provider. If not there, add under entity.
- Click on "Create provider" button
- Click on "Edit provider" button.
- Add Contact email
- Click on "Save" button
- Settings / Regions: enabled (verify is checked)
- Click on "Save" button

Admin Area: Authentication

Create a User collection for the website frontend users
Admin Area > Authentication > User Collections
Click on "Add user collection"
Name: Name of this collection
Type: Entity (usual case)
Entity: usually the current entity
Click on "Create"

Configure the User collection

Edit the User collection
Providers:
- Click on "Add email sign in"
- Click on update
Profile fields:
Click on "Add field" button
- Name: "username" (lower case)
- Label: "User Name"
- Type: "Username“,
- Checkmarks for: Required, Unique
Click on "Add field" button
- Name: "email" (lower case)
- Label: "E-Mail"
- Type: „email“
- Checkmark for: Required
- Click Add
Set Profile name field: username
Click the Update button

Web: Pages

Notes:

Add and/or configure the webpages below for the created website.
At first simply add the pages, creating website structure and set dynamic resources.
Adjusting layout and adding content to the pages of website can be done later
Dynamic content configured under page settings > Advanced > Dynamic content
Note: When selecting Page Presets, watch the language code, set correct code for your website.
Verify under the website > Authentication sub-module > Authentication enabled has a checkmark
- Set User collection to the created collection & click Update button
- Finish the other configuration later, as pages need to be created first.

Configure website pages and their blocks

**Home**:
Need website design, then build the homepage

**Courses**:
Add new Section, Container, then Courses Collection blocks
Add Courses collection block, set Collection, set course detail page
If you don't have any courses created, save, then come back later

**Course Detail**:
Page Settings General:
- Title: click on icon, select "Title"
- Name: "Course detail"
- Description: click on icon, select "Abstract"
- Hide in Menus: set checkmark
- Click Update button
Page Settings SEO > Open Graph:
- Title & Description set, overwrite if desired
- Image: click icon, select Image
- Type: Website
- Click Update button
Page content:
- Hero: Set course & lesson detail pages
- Registration Form: add email address
- Table of Contents: set Lesson detail page
- Save

**Course Content**:
Page Settings General:
- Title: click on icon, select "Title"
- Name: "Course content"
- Description: click on icon, select "Abstract"
- Hide in Menus: set checkmark
- Click Update button
Page content:
- Course Navigation: Set lesson detail page
- Course content: Set lesson detail page
- Save

**My courses**:
Page content:
- Enrolled Courses: Set course & lesson detail pages
- Save

**Messages**:
Can't be modified

**Advisor**:
Page content:
- Student Advisors: Set messages pages
- Save

**Sign in**
Configured above

**Verify sign in**
Configured above

**Sign in failed**
Configured above

**Register**
Configured above

**Privacy Policy**
Add Privacy policy from legal department

**My Account**
Can't be modified

**Notifications**
Can't be modified

**Delete Account**
Can't be modified

**Terms and Conditions**:
Add your policy text from legal department

Web: Authentication

Configure Authentication section under Website
- Authentication:
- Authentication enabled: set checkmark
- User collection: select user collection for this website

Registration
- Registration enabled: true
- Require registration: true
- Require terms acceptance: true
- Registration terms label (example): „I give permission for the Adventist Discovery Centre UK and Ireland to hold my contact details on their database to keep in contact in respect of my correspondence course.“
- Terms link: set to slug of Terms and Conditions page
- Terms link label: ex: "Terms of Usage"
- Click "Update" button to save changes

Providers
- Enabled providers: Email sign in
- (if no provider is there, go back to "Admin Area Authentication" above)

User Menu
- Leave unassigned

Pages
- Assign the pages to website pages that deal with the matching functionality
- Click on Update button

Web: Menu

Create the following menus under Website Menus section:
"Main Navigation"
- Remove check for automatic mode
- Add in the following pages:
- Courses
- My Courses
- Messages
- Advisor
- Click Create button
"Footer menu"
- Remove check for automatic mode
- Add in the following pages:
- Privacy Policy
- Terms and Conditions
- Click Create button

Web: Appearance

Header
- Logo: set your logo file in .svg format
- Main Menu: "Main Navigation" menu just created
- Click Update button
Footer
- Footer Menu: set "Footer menu" just created

Admin Area > Groups:

Create the following Groups for the courses module
Click on Add group button
- Add the group name below
- (the user group should require 2 Factor authentication for security reasons)
- Click on "Create" button to create the group
- When the group opens, click Courses under Permissions, then add rights to the group as per below
- Click on "Update" button when all the permissions are set

Institution Manager

Providers: read, update
Courses: read
Collections: read
Countries: read, create, update, delete
Advisors: read, create, update, delete
Students (all): read all, update all
Questionnaires: read all
Statistics: read

Course Advisor

Providers: read
Courses: read
Advisors: read, update
Messages: read, create, update
Students (advisor): read, update
Questionnaires (advisor): read, update
if you don't need, don't create a POOL OF ADVISORS
- (instead of creating additional group „Course Advisors Substitutes“):
- Students (all): read all, update all (??)
- Questionnaires (all): read all, update all

Course Advisor (Substitute)

Providers: read
Students (all): read all, update all (??)
Questionnaires (all): read all, update all

Course Editor

Providers: read, update
Courses: read, create, update, delete, clone
Collections: read, create, update, delete

Website Manager

Click on Web Permissions for this group
Sites: read, update
Pages: read, create, update, delete
Menus: read, create, update, delete
Redirects: read, create, update, delete
Page Presets: read
Analytics: read

User Manager

This group should have Two Factor Authentication (2FA) turned on
Click on Users and Groups Permissions for this group
Users: read, create, update, delete
Groups: read, update

Admin Area > Users:

ADD BACKEND USERS TO GROUPS

Note: As soon as a user account is created, the user is emailed and has access to the backend
Without groups assigned to the user, they will only see the Dashboard area
If you do not want users to have immediate access, get everything setup and do your testing first. Then create the users and assign the groups
Do this step as it makes sense for your Institution
Above are suggested rights for the groups. You may need to adjust some group rights, if you need to restrict access more than what was originally planned. Or to open additional access.
It is a best practice to create groups and add rights to the groups, instead of putting all rights on a single group. In this way access can be granted by assigning a user to multiple groups.
The Two Factor Authentication should be used to prevent unauthorized access to the system.
Google Authenticator App (iOS and Android) is a common option for 2FA.
You will create backend user accounts under Admin area > Users

Courses Module

Provider > Settings:

General tag:
- Add default advisor & click Save button
- If you don't have an advisor setup, this can be done later. This account will be the fallback advisor that will be assigned when someone registers for a course and there are no regions
E-mail tab: (configure website pages for email links)
- Select website: select the website for this course
- Set pages: (messages, courses list, course content)
- Save updates

Provider > Advisors:

Create advisor from that backend user (can use existing user as well)
- Click on button "Add Advisor" select a backend user and fields should fill out automatically
- Click on "Create Advisor" button

Provider > Countries:

(Create countries that this entity will offer courses to)
Click on "Add country" button
- Add the country for the entity
- Pick Region or Postal code depending on how best to group Students
- Add default advisor for the country
- Click on Create country button
Add the Regions (or postal codes) and their advisors
- Continue through until all are created
- Another option here, is to simply create a "region" or postal code for the entire country. If there is only one advisor this can be an option as well.

Note: If there are multiple countries involved and only one advisor to oversee them, just setup the country and then create one region or postal code for that country. Then when the student registers for a course and wants an advisor, they can chose that one region/postal code. In this case don't assign the advisor to the county, just make sure they are set as the default advisor for the provider.