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- Open Smart Client.
- Check for Integration services added to the applications list.
- Meeting Product scenario:
- Open an existing Meeting product
- Change its Available date from and toOpen an existing or create a new Meeting-class product which you want to integrate with Freestone LMS (refer Creating a Meeting Type Class for creating the same).
- Open the corresponding product record and confirm that the available date from and to dates is set to active dates.
- Go to the Web tab and check on
web-enable
option. - Go To Education Unit Tab to Meeting Logistics tab > Education Unit sub-tab and create Education Units. Refer Refer Configuring a Meeting Product to Track Education Units.
- Go to Product Details > Integration Mapping > Create a new record.
- Enter Integration System ID which refers to Freestone Integration or click on the search icon, it should display the to search and select the Freestone option.
- Click Save to save the product record.
- Refresh the record.
- Observe Integration Record ID is auto-populated along with date updated and date created field in Integration Mapping tab.
- Close the record (Record ID is the same given in Freestone web course ID).
- Save the product record.
- Login into Smart Client/Aptify Web/classic e-Business CMS/classic e-Business Non CMS application as a valid user. Make one
If Using Smart Client or Web for creating orders then follow the below steps:
- Login to Smart Client or Web application.
- Create an Order related to the product noted in step 4 3 and ship the Order.
- Go to Orders generated for Freestone.
- Check the Order record generated and confirm that it is displayed in complete statusCheck that the associated order ship to a person receives an email on their primary email ID confirming the "LMS Subscribe“ option.
- The email would contain the LMS URL using which the person can browse the freestone URL for subscribing the course.
- Please note that similar way, user will receive an Unsubscribe email when the respective order is cancelled and shipped.
If Using Classic e-Business for creating orders then follow the below steps:
- Login to classic e-Business Web application.
- Go to Education > select Class Schedule option.
- Open the Course record created in the previous step.
- Select 'Class Schedule' option and register for the same.
- Further complete the checkout process.
- The Student status will now be updated to "Currently Registered".
- Login into Freestone Website using valid credentials. The login details and URL will be provided by Freestone Account Manager.
- Go to Courses , the and note that the product which we have integrated in previous step gets displayed in the courses section.
- Click Edit.
- Check the External Link i.e product Link is same as the product ID in our Aptify system.
- Go to Orders, click on the Orders, and search for the orders generated for Freestone with product name.
- Please confirm that the order should have status as “Order Revoked by API”
- Click View. In View orders, check check Customer Name for whom the order was placed, Order Status as Complete, Order Notes, Education Units & Product Name in Course/Chapter.
- Once the enrolled users attend the courses, the status of the course attended would be marked as Passed or Failed.
- Go to View Customer option and check the order placed.
- Click "Assume User" option.
- Avail the course by clicking ''Submit Credit". Click Continue option during re-confirmation.
Provide ratings as your feedback and click Process Credit option. - Click Generate Certificate from Freestone Site to generate the certificate and view your certificate.
- Log out from the Freestone application.
- Login to Aptify Smart Client or Aptify Web application.
- Select Education management application→ Education Unit Service.
- Confirm that the Education Units are created for the Aptify product used above.
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Enrolled user will receive a subscription email with a Freestone link. |
Classes/Courses Product Scenario:
- Above steps can be repeated be tried by creating a new Class product with Courses and Product type as class or a regular meeting product.
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Note: Same above steps to be followed for CMS, Non CMS and product should be purchased, shipped and the same order will get displayed on Freestone site. |