Affiliates (TQUK Affiliate In Particular) Handover Notes

Overview:

We now have the ability to assign ‘affiliates’ to organisations.

This will allow organisations learning and provider platforms to have customised content including:

• Custom Course navigation
• Custom Mock Exams filtering
• Custom Past Paper filtering
• Custom Branding (logos)

The affiliate’s filters are dev controlled at the moment, but work by filtering by exam board.

So for example, we could create a TQUK affiliate, apply the filter details, attach it to an organisation, and the organisation’s students and providers only see TQUK mock exams and past papers.

The course navigation and reports (mark book in particular) will reflect these filters accordingly.

NB: The affiliate filter will have to be customised with a dev change (creating an affiliate won’t just apply the filter)

Affiliate filters can be applied to a wide range of models - in most cases it would be a code change, but it is feasible.

A student/provider being part of an organisation with an affiliate, will inherit their organisation's affiliate.

On top of this, EVERY organisation now has the option for students to use their orgs unique login page. Students registering via this page will automatically be assigned to the org, as well as inheriting associated affiliates. (the link is available in Nova in an orgs details)

There is also an affiliate register link for providers, which gives providers the ability to register and be assigned an affiliate on registering (without admin needing to assign affiliates in Nova). The link format is: provider.{subdomain}/affiliate/{affiliates.abbreviation}/register.

Similarly, there will be a link for the login page: provider.{subdomain}/affiliate/{affiliates.abbreviation}/login which will use the affiliates branding (the PASS logos will be replaced by the branding defined in Nova for the specific affiliate)

NB: A user with no affiliate or a different affiliate, logging in via this login page, won't be attached to the affiliate specified in the URL.

Affiliates can also have their own branding: in Nova, we can replace the logos used on the provider platform and student platform (including the unique login/register page)

In Airtable, (Provider CRM), an organisation's affiliate name will be included in the payload and displayed in airtable against new org sign ups.

• Will require airtable changes to update the view to include this (being added by Emma Taylor).
• For the sales CRM (B2C) students part of an org do not get included in the payload so not relevant.

The initial intended use for affiliates is for TQUK in particular. 

Orgs with the TQUK affiliate will have their PFS course filtered to only feature TQUK mock exams and TQUK past papers and have TQUK <> PFS logos.

TQUK affiliates exam board filter is ‘TQUK’ or ‘All Exam Boards’ so any mock exam or past paper that exists or is created with these exam boards assigned, will be seen by TQUK affiliate users.

Organisations that wish to have this TQUK affiliate, can register via the link provider.passfunctionalskills.co.uk/affiliate/TQUK/register

HOW TO:

(note: viewing, creating, updating affiliates requires specific permissions/roles in Nova so if not visible speak to Barnaby Sladden about requesting certain permissions)

Create an affiliate:

1. Visit Affiliates in Nova Dashboard
2. Click Create Affiliate
3. Define the name and abbreviation 
4. Click Create

Any filter that needs to be applied to the course content requires dev configuration

Assign affiliates to organisations/users: 

1. Visit Affiliates in Nova dashboard
2. View relevant affiliate
3. Visit Organisations section
4. Click Attach Organisation
5. Attach relevant organisation

Affiliates can be assigned to individual users.

If a users organisation is assigned/unassigned an affiliate the user will inherit/uninherit the affiliate.

Customise an affiliates filter(s): Requires dev changes 

Sign up as a provider and gain an affiliate upon registering:

Use the sign up link provider.{site subdomain}/affiliates/{affiliate.abbreviation}/register

where {site domain} is, for example, passfunctionalskills.co.uk

and {affiliate.abbreviation} is, for example, TQUK

Customise an affiliates branding: 

1. Visit affiliates in Nova Dashboard
2. Find and view relevant affiliate 
3. Find and View Branding
4. Upload relevant logos (SVG)

We recommend involving a dev to apply this on the staging site so we can check display (i.e size, colours, ratios etc)

How to view an orgs unique login page:

1. Visit organisations page in Nova (https://admin.passfunctionalskills.co.uk/nova/resources/organisations)
2. Find Organisation (search by name or ID)
3. View (click ID)
4. See ‘Student Registration Link’ and click ‘Copy’ to copy to clipboard