Courses Module Setup Guide

Overview

The Web Engine Courses module provides the user with the ability to develop an online course website. The Courses module has been used to develop online Bible courses as well as digital training for various partners in the church.

These notes assume that there has been a website created for the online course system. The following notes should provide the needed details to setup and configure a website to be used for the Web Engine Courses module.

Realize that 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. These notes simply build the website structure, you will need to provide the content (images, text, videos, etc.) for the website and courses.

How to

Courses Module: Provider

Create a provider in the Courses Module:

• Expand the Courses module.
• Click on Manage providers.
• Click on the 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 the Create provider button.
• Click on Edit provider button.
• Under the Basic information section, add the provider Contact E-mail.
• Click on Save button.
• Scroll down to Settings and see that Regions enabled is checked.

Admin Area: Authentication

Create a user collection for the website frontend users.

• Expand the Admin Area.
• Expand the Authentication sub-module.
• Click on User Collections.
• Click on Add user collection.

• Name: Provide a meaningful Name for the collection.
• Type: Entity (usual case).
• Entity: Usually the current entity.
• Click on the Create button. This opens the collection interface for editing.

Configure the User collection

• Scroll down to Providers.
• Click on the Add email sign in button.
• Scroll down and click on the Update button.

• Scroll down to the Profile fields.
• Click on the Add field button.
  • Name: username (lower case).
  • Label: User Name.
  • Type:  Select Username.
  • Click the checkmark for: Required.
  • Click the Add button.
• Click on Add field button.
  • Name: email (lower case).
  • Label: E-mail.
  • Type: Select Email.
  • Click the checkmark for: Required.
  • Click the Add button.
• Set the Profile name field: User Name.
• Click the Update button.

Web: Pages

• Create the webpages listed below under the created website and create the website structure.
• Then set the page dynamic content.
• Dynamic content is configured with the following steps:
  • Click on the page menu (three vertical dots by page title), and then select Page settings.
  • Click on the Advanced tab.
  • Scroll down to the Dynamic content section.
  • Resource will be set as indicated below.
• Note: When selecting Page Presets, watch the language code, set correct code for your website.
• Verify under the website that the authentication is activated:
  • Expand the website.
  • Click on the Authentication sub-module.
  • Authentication enabled: set a checkmark.
  • Set the User collection to the created collection.
  • Set the checkmark under Courses: Create students for the provider.
  • Click the Update button.
• Finish the remaining Authentication configuration later, as pages need to be created first. You may notice warning messages on the blocks, note the block, then complete all the steps below. Once all the configuration below is completed, review any blocks with an error message and verify the error message is cleared.

Website Pages:

• Home: 
  • Page Preset Basic: add content later. Configure the Dynamic Content as mentioned above in the Page settings.
  • Resource: Course Provider
  • Select your Course Provider.
  • Click Update button.
  • Cache Control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Courses: 
  • Page Preset Basic: add content later. Configure the Dynamic Content as mentioned above in the Page settings.
  • Resource: Course Provider, select your course provider.
  • Click the Update button.
  • Cache Control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.
• Course detail:
  • On the Courses page, click on the page menu (three vertical dots by page title), and then select Add subpage.
  • Title: Course detail.
  • Click the Create button.
  • Page Preset: Courses: Course detail (watch the language code! ex: en = English).
  • Configure the Dynamic Content as mentioned above in the Page settings. 
  • Has a dynamic url: Set the checkmark.
  • Resource: Course.
  • Click the Update button.
  • Cache Control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Course content: 
  • On the Course detail page, click on the page menu (three vertical dots by page title), and then select Add subpage.
  • Title: Course content.
  • Click the Create button.
  • Page Preset: Courses: Course content.
  • Configure the Dynamic Content as mentioned above in the Page settings.
  • Has a dynamic url: Set the checkmark.
  • Resource: Lesson.
  • Cache Control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• My courses: 
  • On the Courses page, click on the page menu (three vertical dots by page title), and then select Add subpage.
  • Title: My courses.
  • Click the Create button.
  • Page Preset: Courses: My courses (choose EU if you are located there).
  • Open the Page settings, go to the Advanced tab.
  • Scroll down to Page access: Require authentication: Set the checkmark. No user groups are required.
  • Cache Control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Messages: 
  • Add subpage under Courses, Title: Messages.
  • Page Preset: Courses: Messages (choose EU if you are located there).
  • Open the Page settings, go to the Advanced tab.
  • Scroll down to Page access: Require authentication: Set the checkmark. No user groups are required.
  • Cache Control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.
• Advisor:
  • Add subpage under Courses, Title: Advisor.
  • Page Preset: Courses: Advisor (choose EU if you are located there).
  • Open the Page settings, go to the Advanced tab.
  • Scroll down to Page access: Require authentication: Set the checkmark. No user groups are required.
  • Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.
• Sign in: 
  • Add subpage under Courses, Title: Sign in.
  • Page Preset: Courses: Basic.
  • On the page, keep the Section & Container blocks, remove all blocks inside the container.
  • Add the Authentication block: Sign in form.
  • Update the Form fields under Properties with desired texts.
  • Click the Save button.
  • Open the Page settings, go to the Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Verify sign in: 
  • Add subpage under Courses, Title: Verify sign in.
  • Page Preset: Basic.
  • Leave the Section, Container and breadcrumbs. Remove other blocks.
  • Add a new Section block and a new Container block.
  • From the Authentication blocks, add a Verify sign in block.
  • Update the Title: Verify sign in.
  • Click the Save button.
  • Open the Page settings, go to the Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Sign in failed: 
  • Add subpage under Courses, Title: Sign in failed.
  • Page Preset: Basic.
  • Leave a Section, Container and breadcrumbs. Remove other blocks.
  • Add a new Section block and a new Container block.
  • From the Authentication blocks, add a Sign in error block.
  • Update the Title: Sign in Failed.
  • Click the Save button.
  • Open the Page settings, go to the Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Register: 
  • Add subpage under Courses, Title: Register.
  • Page Preset: Basic.
  • Leave a Section, Container and breadcrumbs. Remove other blocks.
  • Add an Authentication block Registration form.
  • With the Registration form selected, review the properties fields and update with desired texts.
  • Title: Create an Account.
  • Submit label: Register.
  • Click the Save button.
  • Open the Page settings, go to the Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Privacy policy: 
  • Add subpage under Courses, Title: Privacy policy
  • Page Preset: Basic.
  • Update Title block: Privacy Policy.
  • Add your policy information to the page.
  • Click the Save button.
  • Open the Page settings, go to the Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.
• My account: 
  • Add subpage under Courses, Title: My account
  • Page Preset: Courses: My user account (en). Verify the language code is correct for your installation.
  • Open Page settings.
  • On the General tab: Click the Modify button and adjust the slug to: account.
  • Click the Update button.
  • Go to the Advanced tab.
  • Page access: set the checkmark for Require authentication.
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.

• Notifications:
  • Add subpage under the My account page, Title: Notifications.
    
  • Page Preset: Courses: Notifications (en), Verify the language code is correct for your installation.
  • Open Page settings.
  • On the General tab: Verify the slug reads: notifications.
  • If you make changes, click the Update button.
  • Go to the Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.
• Delete account: 
  • Add subpage under the My account page. Title: Delete account.
  • Page Preset: Courses: Delete account (en). Verify the language code is correct for your installation.
  • Open Page settings.
  • On the General tab: Verify the slug reads: delete-account.
  • If you make changes, click the Update button.
  • Go to the Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set the checkmarks (may need administrator).
  • Click the Update button.
• Terms and Conditions:
  • Add subpage under Courses, Title: Terms and Conditions.
  • Page Preset: Basic.
  • Add your policy text later.

Configure website pages and their blocks

Home: 

• Need website design, then build the homepage.

Courses: 

• Add new Section, Container, then Courses Collection blocks.
• For each Courses collection block, set the Collection & set the course detail page.
• If you don't have any courses created, Save, then come back later.

Course Detail:

• Page Settings > General:
  • Title: Click on the icon at the end of the field and select Title.
  • Name: Course.
  • Description:  Click on the icon at the end of the field and select abstract.
  • Hide in Menus: Set the checkmark.
  • Click the Update button.

• Page Settings SEO > Open Graph:
  • Title & Description: Are set, overwrite if desired.
  • Image: Click on the icon at the end of the field and select Image.
  • Type: Website.
  • Click the Update button.

• Page content:
  • Click on the Hero block: Set course detail & lesson detail pages.
  • Click on Registration Form block: add email address.
  • Click on Table of Contents block: set Lesson detail page.
  • Click on the Save button.

Course Content:

• Page Settings > General:
  • Title: Click on the icon at the end of the field and select Title.
  • Name: Course content.
  • Description: Click on the icon at the end of the field and select Abstract.
  • Hide in Menus: Set the checkmark.
  • Click the Update button.

• Page content:
  • Click on Course Navigation block: Set lesson detail page.
  • Click on Course content block: Set lesson detail page.
  • Click on the Save button.

My courses:

• Page content:
  • Click on Enrolled Courses block: Set course & lesson detail pages.
  • Click on the Save button.

Messages:

• Can't be modified.

Advisor:

• Page content:
  • Student Advisors: Set messages pages.
  • Click on Save button.

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.

Website: Authentication

• Configure Authentication section under Website.
  • Set above.

• Registration
  • Registration enabled: checked.
  • Require registration: checked.
  • Require terms acceptance: checked.
  • 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: Example: Terms of Usage.
  • Click the 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 the Update button.

Website: Menus

Create the following menus under Website Menus section

• Expand the website under the web module.
• Click on the Menus submodule.
• Click on the Add Menu button to add a new menu.

Main Navigation

• Remove the check for Automatic mode.
• Click on the Page link button to add the following pages:
• Courses
• My Courses
• Messages
• Advisor
• Click the OK button in the modal box.
• Click the Create button.

Footer menu

• Remove the check for Automatic mode.
• Click on Page link button to add in the following pages:
• Privacy Policy
• Terms and Conditions
• Click the OK button in the modal box.
• Click on the Create button.

Website: Settings

• Under the Website, in the Settings submodule, navigate to the Advanced tab.
• Scroll down to the section Email settings.
• Add a .png file to the Email's logo, so any emails sent out will have a logo.
• Click on the Save button.

Admin Area > Groups: 

• Expand the Admin Area.
• Click on the Groups submodule.

Create the following Groups for the courses module by following these steps:

• Click on Add group button.
• Add the group name below.
• Check the box Requires two-factor authentication. (The user group should require it for security reasons.)
• Click on the Create button to create the group.
• When the group opens, click Courses under Permissions.
• Set the course provider name.
• Then add rights to the group as per below.
• Click on the Update button when all the permissions are set.

Institution Manager

• Providers: read, update
• Courses: read, share
• 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
• Advanced: Appearance
• Pages: read, create, update, delete
• Menus: read, create, update, delete
• Redirects: read, create, update, delete
• Authentication: Read, Create, Update, Delete
• 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
• !! The users need to have this group in order to make a backend user an advisor.

Courses Module

There is some setup to do inside the course module. After the website is setup, a backend user for an advisor is created and the countries (and the regions/zip codes) are known.

Provider > Settings: 

• General tab:
  • Add default advisor and click the 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 page destinations for email links.)
  • Select website: Select the website for this course.
  • Set pages: messages, courses list, course content.
  • Save updates.
• Push notifications:
  • (This is not needed unless you have built a web app for your courses.)

Provider > Advisors:

• Create an advisor from a backend user. (They need rights for the advisor group.)
  • Click on the button Add Advisor, select user and fields should fill out automatically.
  • Click on the Create Advisor button.

Provider > Countries:

To assign advisors to students, you will need to create countries that this entity will offer courses to. When the student clicks on the button to start a course, they will see a modal of options for how they can take the course. If they start with an advisor, the advisor is assigned by the country and the region/zip code the student selects.

• Click on the Add country button
  • Enter the Country for the entity in the field. This will open additional fields.
  • Pick Regionor Postal code depending on how best to group Students.
  • Add a default Advisor for the country.
  • Click on the Create country button.

• Once the country is added, you will want to add the Regions (or postal codes) and their advisors.
  • Click on the name of the Country in the country list.
  • Click on the Add region button.
  • In the modal, add the name of the Region and assign the Advisor.
  • Click on the Create button.
  • 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.

Additional information