Thursday, September 4, 2014

My Steps to follow to create a course in moodle and connect it to a external system

My customer is using a product called Genius - which is a front end that our moodle site is synched with.  Genius provides a GUI for people, other than us, to create accounts and enroll themselves into courses.  The idea is we have districts and people in those districts who work with my customer.  They are able to create accounts for their students and enroll them.  Fine, that is a good service, an improvement over how we had been doing it for years.  Where someone on our staff would do this work..... anyway

The steps involved in connecting a moodle course to Genius - so it can accept enrollments.

  1. Enrollment request is submitted by someone
  2. My customer says "I have an enrollment for Genius section xxxx." 
  3. I log into Genius and look for the section # from previous step.
  4. I verify who the vendor is.  Vendor data is located in sections parent course definition.
  5. Once I know who the vendor is, I look in our Vendor/Master category to see if we have the course
  6. I look in the backupmaster list (this is a shared account in moodle that we use when we create backups of course masters.)  I have a shortcut to the list on the backupmaster home page.
  7. Restore the moodle course backup file to the teacher category.
  8. Turn on edit mode in newly restored moodle course
  9. Go to the course short name - ensure its name follows this pattern
  10. course_name_teachername
  11. copy the course short name
  12. Go to the Genius section name from step 1
  13. Edit the section name and paste the moodle short name into the LMS ID in the Genius section.
Now - the Genius section is ready for enrollments.

Remember to also check the Genius  - Reports - LMS integration AND
periodically, check the table in the GeniusIntegration table to ensure nothing smelly is entered (smelly = incomplete enrollment record)

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