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docs: [AXM-1249] accredible badges docs
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173 changes: 173 additions & 0 deletions docs/badges/configuration/accredible.rst
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Accredible Configuration
========================

.. note::

This section provides information on how and where to set up accredible badge groups and configuration.

The Badges feature is configured in the Credentials admin panel.

.. image:: ../../_static/images/badges/badges-admin.png
:alt: Badges administration

Accredible API Configurations
--------------------

Multiple Accredible API Configurations can be configured.

**All communication between Open edX Credentials and Accredible service happens on behalf of a Accredible API config.**

Go to the Accredible API Configs section in the admin panel and create a new item:

1. to set the name for config;
2. to set the api key, used to sync the Accredible account.

In case of errors, check the credentials used for the API Config

Groups
---------------

*Accredible groups* (badge templates for short) are created in the Accredible dashboard and then, they are retrieved by the Credentials via API.

Synchronization
~~~~~~~~~~~~~~~

To synchronize Accredible groups for the API Configuration one should:

- navigate "Accredible API Configs" list page;
- select the API Config;
- use ``Sync groups`` action;

.. image:: ../../_static/images/badges/badges-admin-groups-sync.png
:alt: Accredible groups synchronization

On success, the system will update the list of Accredible groups:

- Accredible group records are created inactive (disabled);

For a group to be considered during the processing it must be configured (to have at least 1 requirement) and activated (enabled) first.

Badge Requirements
------------------

Requirements describe **what** and **how** must happen on the system to earn a badge.

Badge Requirement(s) specification is a crucial part of group configuration.
At least one badge requirement must be associated with a group.

Badge Requirements are listed inline on a group detail page.

.. image:: ../../_static/images/badges/badges-admin-template-requirements.png
:alt: Credly badge template requirements

A badge template can have multiple requirements. All badge requirements must be *fulfilled* before the system will issue a badge to a learner.

Event type
~~~~~~~~~~

Describes **what is expected to happen**.

Available event type subset is pre-configured in the application settings.

.. note::

Technically, any public signal from the `openedx-events`_ library can be used for badge template requirements setup, if it includes user PII (UserData), so users can be identified.

Rules
~~~~~

A list of configured data rules (if any), see "Data Rules".

Description
~~~~~~~~~~~

**Description** is an optional human-readable reminder that describes what the requirement is about.

Badge Requirement can be **deeper specified** via its Data Rules.

Group
~~~~~

Optional configuration (by default each badge requirement is assigned a separate Group).

Allows putting 2 or more badge requirements as a Group.
Requirements group is fulfilled if any of its requirements is fulfilled.

"OR" logic is applied inside a Group.

.. image:: ../../_static/images/badges/badges-admin-rules-group.png
:alt: Badge requirement rules group

See `configuration examples`_.

Data Rules
----------

Describes **how it is expected to happen**

Data Rules detail their parent Badge Requirement based on the expected event payload.

To edit/update a Data Rule:

- navigate to the Badge Requirement detail page (use ``Change`` inline link);
- find the "Data Rules" section and add a new item;

.. image:: ../../_static/images/badges/badges-admin-requirement-rules.png
:alt: Badge requirement rules edit

**Each data rule describes a single expected payload value:**

All key paths are generated based on the event type specified for the parent Badge Requirement.

.. image:: ../../_static/images/badges/badges-admin-data-rules.png
:alt: Badge requirement data rules

1. **Key path** - payload path to the target attribute
- dot-separated string;
- each event type has its unique pre-defined set of key paths;
2. **Operator** - comparison operation to apply between expected and actual values;
- available operators: (payload)
- ``"="`` (equals);
- ``"!="`` (not equals);
3. **Expected value** - an expected value for the target attribute
- payload boolean positive values allowed: ``"true", "True", "yes", "Yes", "+"``;
- payload boolean negative values allowed: ``"false", "False", "no", "No", "-"``;


Please, see `configuration examples`_ for clarity.

Badge Penalties
---------------

Penalties allow badge progress resetting based on user activity.

Badge penalties are optional.
There could be 0 or more badge penalties configured for a badge template.

Each badge penalty is *targeted* to 1 or more badge requirements.
A penalty setup is similar to a badge requirement, but has different effect: it decreases badge progress for a user.

When all penalty rules have been applied, a learner's progress towards a badge is reset.

.. image:: ../../_static/images/badges/badges-admin-penalty-rules.png
:alt: Badge penalty rules edit

Activation
----------

Configured group can be activated:

- navigate to the group detail page;
- check ``Is active`` checkbox;

Activated groups starts "working" immediately.

Accredible group record includes:

1. Core credential attributes;
2. Badge template credential attributes;
3. Accredible service attributes (dashboard link);
4. Configured requirements;

.. _`configuration examples`: examples.html
.. _openedx-events: https://github.com/openedx/openedx-events
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Configuration
Credly Configuration
=============

.. note::
Expand All @@ -7,7 +7,7 @@ Configuration

The Badges feature is configured in the Credentials admin panel.

.. image:: ../_static/images/badges/badges-admin.png
.. image:: ../../_static/images/badges/badges-admin.png
:alt: Badges administration

Credly Organizations
Expand Down Expand Up @@ -53,15 +53,15 @@ To synchronize Credly badge templates for the Organization one should:
- select the Organization;
- use ``Sync organization badge templates`` action;

.. image:: ../_static/images/badges/badges-admin-credly-templates-sync.png
.. image:: ../../_static/images/badges/badges-admin-credly-templates-sync.png
:alt: Credly badge templates synchronization

On success, the system will update the list of Credly badge templates for the Organization:

- only badge templates with ``active`` state are pulled;
- Credly badge template records are created inactive (disabled);

.. image:: ../_static/images/badges/badges-admin-credly-templates-list.png
.. image:: ../../_static/images/badges/badges-admin-credly-templates-list.png
:alt: Credly badge templates list

For a badge template to be considered during the processing it must be configured (to have at least 1 requirement) and activated (enabled) first.
Expand All @@ -76,7 +76,7 @@ At least one badge requirement must be associated with a badge template.

Badge Requirements are listed inline on a badge template detail page.

.. image:: ../_static/images/badges/badges-admin-template-requirements.png
.. image:: ../../_static/images/badges/badges-admin-template-requirements.png
:alt: Credly badge template requirements

A badge template can have multiple requirements. All badge requirements must be *fulfilled* before the system will issue a badge to a learner.
Expand Down Expand Up @@ -114,7 +114,7 @@ Requirements group is fulfilled if any of its requirements is fulfilled.

"OR" logic is applied inside a Group.

.. image:: ../_static/images/badges/badges-admin-rules-group.png
.. image:: ../../_static/images/badges/badges-admin-rules-group.png
:alt: Badge requirement rules group

See `configuration examples`_.
Expand All @@ -131,14 +131,14 @@ To edit/update a Data Rule:
- navigate to the Badge Requirement detail page (use ``Change`` inline link);
- find the "Data Rules" section and add a new item;

.. image:: ../_static/images/badges/badges-admin-requirement-rules.png
.. image:: ../../_static/images/badges/badges-admin-requirement-rules.png
:alt: Badge requirement rules edit

**Each data rule describes a single expected payload value:**

All key paths are generated based on the event type specified for the parent Badge Requirement.

.. image:: ../_static/images/badges/badges-admin-data-rules.png
.. image:: ../../_static/images/badges/badges-admin-data-rules.png
:alt: Badge requirement data rules

1. **Key path** - payload path to the target attribute
Expand Down Expand Up @@ -168,7 +168,7 @@ A penalty setup is similar to a badge requirement, but has different effect: it

When all penalty rules have been applied, a learner's progress towards a badge is reset.

.. image:: ../_static/images/badges/badges-admin-penalty-rules.png
.. image:: ../../_static/images/badges/badges-admin-penalty-rules.png
:alt: Badge penalty rules edit

Activation
Expand All @@ -181,7 +181,7 @@ Configured badge template can be activated:

Activated badge template starts "working" immediately.

.. image:: ../_static/images/badges/badges-admin-template-details.png
.. image:: ../../_static/images/badges/badges-admin-template-details.png
:alt: Badge template data structure

Credly badge template record includes:
Expand Down
10 changes: 10 additions & 0 deletions docs/badges/configuration/index.rst
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Configuration
=============

.. toctree::
:maxdepth: 1

credly
accredible

.. _Credly (by Pearson): https://info.credly.com/
2 changes: 1 addition & 1 deletion docs/badges/index.rst
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Expand Up @@ -30,7 +30,7 @@ Glossary

quickstart
settings
configuration
configuration/index
examples
processing

Expand Down

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