Merge pull request #501 from edx/markhoeber-doc2144

Certificates for Course Staff

en_us/course_authors/source/building_course/creating_course_certificates.rst

@@ -0,0 +1 @@
+.. include:: ../../../shared/building_and_running_chapters/building_course/creating_course_certificates.rst

en_us/course_authors/source/building_course/index.rst

@@ -21,6 +21,7 @@ see :ref:`Developing Your Course Index`.
    pages
    textbooks
    establish_grading_policy
+   creating_course_certificates
    course_rerun
    export_import_course
    lti/index

en_us/course_authors/source/front_matter/change_log.rst

@@ -24,9 +24,12 @@ September 2015
      - Change
    * - 9 September 2015
      - Added the :ref:`View the Course Structure API for the Usage ID` topic.
+   * -
+     - Added the :ref:`Setting Up Course Certificates` topic.
    * - 2 September 2015
      - Added the :ref:`Using edX as an LTI Tool Provider` section.
 
+
 ***************
 August 2015
 ***************
@@ -126,10 +129,6 @@ June 2015
        Development` section.
    * - 10 Jun 2015
      - Added the :ref:`Adding a Pre-Roll Video` section.
-   * - 
-     - Added the :ref:`view_not_yet_enrolled` section.
-
-
 
 ****************
 May 2015

en_us/open_edx_course_authors/source/building_course/creating_course_certificates.rst

@@ -1 +1 @@
-.. include:: ../../../shared/building_and_running_chapters/building_course/creating_course_certificates_OpenedxOnly.rst
+.. include:: ../../../shared/building_and_running_chapters/building_course/creating_course_certificates.rst

en_us/open_edx_course_authors/source/front_matter/change_log.rst

@@ -2,6 +2,21 @@
 Change Log
 ############
 
+
+****************
+September 2015
+****************
+
+.. list-table::
+   :widths: 15 70
+   :header-rows: 1
+
+   * - Date
+     - Change
+   * - 2 Sep 2015
+     - Added the :ref:`Setting Up Course Certificates` topic.
+
+
 ****************
 August 2015
 ****************

en_us/shared/building_and_running_chapters/building_course/creating_course_certificates.rst

@@ -0,0 +1,322 @@
+.. _Setting Up Course Certificates:
+
+################################
+Setting Up Course Certificates
+################################
+
+.. This file is now for partners and open edx, with differences in conditions
+
+This section describes how to configure certificates for your course in
+Studio.
+
+.. contents::
+   :local:
+   :depth: 1
+
+.. _Overview:
+
+***********
+Overview
+***********
+
+Using Studio, you create certificates that learners can earn in your
+course. 
+
+***********************************
+Certificates and Course Start Dates
+***********************************
+
+If your course is configured to issue certificates, you cannot start the course
+until the required certificates are :ref:`activated<Activate a Certificate>`.
+
+For information on starting the course, see :ref:`Determine Start and End
+Dates`.
+
+**********************
+Certificate Design
+**********************
+
+.. only:: Open_edX
+
+  The design of certificates for your course, including your institution's
+  logo, are configured on your instance of Open edX. For more information, see
+  `Configuring Certificates`_ in *Installing, Configuring, and Running the
+  Open edX Platform*.
+
+.. only:: Partners
+
+  The design of certificates for your course, including your institution's
+  logo, are configured on edx.org by edX.  Contact your Program Manager for
+  more information.
+
+
+*******************
+Enable Certificates
+*******************
+
+Before you can create certificates, you must enable certificates for your
+course.
+
+#. From the **Settings** menu, select **Advanced Settings**.
+
+#. In the **Certificate Web/HTML View Enabled** field, enter ``true``.
+
+#. At the bottom of the page, select **Save Changes**.
+
+
+*********************
+Create a Certificate
+*********************
+
+You create one certificate for each course mode, or track. For example, if your
+course has an "honor code" track and a "verified track", you must create two
+certificates. 
+
+To create a certificate for your course, follow these steps.
+
+#. In Studio, from the **Settings** menu, select **Certificates**.
+
+#. On the Certificates page, select **Add your first certificate** or **Add a
+   new certificate**.
+
+#. Optionally, specify an alternative course title to use on the certificate
+   instead of the official course title. You might want to use a different
+   title on your course certificates if, for example, the official course
+   name is too long to fit well on the certificate.
+
+#. Add a signatory for each person associated with the course or organization
+   whose name and title you want to appear on the certificate, up to a maximum
+   of four signatories. You must specify at least one signatory.
+
+.. only:: Partners
+
+   5. For verified certificates, you must upload an image file showing the
+      signature of each signatory.
+
+.. only:: Open_edX
+
+   5. Optionally, upload an image file showing the signature of each signatory.
+
+6. When you have finished creating your certificate, select **Create**.
+
+   You can :ref:`preview the certificate<Preview a Certificate>` to see how it
+   will appear to a learner taking the course in the selected mode.
+
+   Your course certificate is not available for issuing to learners until it is
+   :ref:`activated<Activate a Certificate>`.
+
+
+.. _Edit a Certificate:
+
+********************
+Edit a Certificate
+********************
+
+You can edit a certificate before it is activated. 
+
+.. only:: Open_edX
+
+  After a certificate is activated, only a course team member with the Admin
+  role can edit the certificate. As a best practice, the administrator should
+  `deactivate <Deactivate a Certificate>`_ the certificate before making edits.
+
+.. only:: Partners
+
+  Contact your edX Program Manager if you need to edit an activated
+  certificate.
+
+.. caution:: 
+  As a best practice, do not make changes to certificates in a running course
+  if it is possible that certificates have already been issued to learners,
+  because different learners might be awarded certificates with different
+  details for the same course.
+
+To edit a certificate, follow these steps.
+
+#. In Studio, from the **Settings** menu, select **Certificates**.
+
+#. On the Certificates page, at the top right corner of the certificate
+   form, select the **Edit** icon.
+
+#. When you have finished editing the certificate, select
+   **Save**.
+
+   After you save your changes, you can :ref:`preview the certificate<Preview
+   a Certificate>` to make sure it appears as you want it to. You then need to
+   :ref:`activate the certificate configuration<Activate a Certificate>`
+   before certificates can be issued.
+
+
+.. _Delete a Certificate:
+
+***********************************
+Delete a Certificate
+***********************************
+
+You can delete a certificate that is not activated. 
+
+.. caution:: 
+  Do not delete a certificate after the course has started. A learner who has
+  already earned a certificate will no longer be able to access it.
+
+To delete a certificate, follow these steps.
+
+#. In Studio, from the **Settings** menu, select **Certificates**.
+
+#. On the Certificates page, at the top right corner of the certificate
+   form, select the "Delete" icon.
+
+#. In the confirmation dialog, confirm that you want to delete the certificate.
+
+.. image:: ../../../shared/building_and_running_chapters/Images/CertificateDeleteIcon.png
+   :width: 500
+   :alt: Top portion of the certificate form showing the delete icon in the upper right corner.
+
+
+.. _Preview a Certificate:
+
+************************
+Preview Certificates
+************************
+
+After you have finished editing your certificate, you can
+preview a certificate for verification purposes. You select from the available
+course modes (such as "honor code" or "verified") to see how a certificate
+will appear to a learner taking the course in the selected mode.
+
+#. In Studio, from the **Settings** menu, select **Certificates**.
+
+#. On the Certificates page, select the course mode of the certificate you
+   want to preview, then click **Preview Certificate**.
+
+   You see the web view for the certificate, as a learner in the selected
+   course mode would see it.
+
+   .. image:: ../../../shared/building_and_running_chapters/Images/PreviewCertificate.png
+     :width: 350
+     :alt: The Preview button on the Certificates page in Studio.
+
+After previewing the certificate, you can :ref:`edit the certificate<Edit a
+Certificate>` further or :ref:`activate your certificate configuration<Activate
+a Certificate>`.
+
+
+.. _Activate a Certificate:
+
+***********************
+Activate a Certificate
+***********************
+
+.. only:: Partners
+
+  When you have verified your certificates, contact your edX Program Manager to
+  activate your certificates.
+
+.. only:: Open_edX
+
+  When you have verified your certificate, a course team member with the Admin
+  role must activate the certificate.
+
+  .. note:: Course team members without the Admin role cannot activate a
+     certificate.
+
+  The course team administrator must complete the following steps.
+
+  #. In Studio, from the **Settings** menu, select **Certificates**.
+
+  #. On the Certificates page, select **Activate**.
+
+     .. image:: ../../../shared/building_and_running_chapters/Images/ActivateCertificate.png
+       :width: 350
+       :alt: The Activate button on the Certificates page in Studio.
+
+After certificates are activated, learners in your course who attain a passing
+grade or otherwise qualify receive certificates.
+
+
+.. _Deactivate a Certificate:
+
+********************************************
+Deactivate a Certificate
+********************************************
+
+In some situations, after having made a certificate active, you
+might need to deactivate the certificate to make changes. 
+
+As a best practice, do not make changes to certificates in a running course if
+it is possible that certificates have already been issued to learners.
+
+.. only:: Partners
+
+  Contact your edX Program Manager if you need to modify an activated
+  certificate.
+
+.. only:: Open_edX
+
+  A course team member with the Admin role must deactivate the certificate.
+
+  .. note:: Course team members without the Admin role cannot deactivate a
+     certificate.
+
+  The course team administrator must complete the following steps.
+
+  #. In Studio, from the **Settings** menu, select **Certificates**.
+
+  #. On the Certificates page, select **Deactivate**.
+
+The certificate is no longer active and the course team can edit it. No new
+certificates can be issued to learners while it is deactivated. Learners who
+have already been issued certificates can continue to access them.
+
+
+.. _Manage Certificate Images:
+
+**************************
+Manage Certificate Images
+**************************
+
+When you add signatory image files to a certificate, the uploaded files are
+listed in Studio on the **Files & Uploads** page.
+
+When you delete a certificate, images that you uploaded for use with that
+certificate are also deleted. However, if you edit a certificate and replace
+images, the unused image files remain on the **Files & Uploads** page. You can
+manually remove unused images. For information, see
+:ref:`Delete a File`.
+
+
+.. only:: Open_edX
+
+  .. _Enable Badges in Course:
+
+  *****************************************
+  Enable or Disable Badges for Your Course
+  *****************************************
+
+  Badges provide a way for learners to share their course achievements. For
+  courses that have badges enabled, learners receive a badge at the same time
+  as they receive a course certificate, and have the option of sharing their
+  badges to a badging site such as Mozilla Backpack.
+
+  The Open edX platform supports Open Badges, an open standard developed by the
+  Mozilla Foundation. For more information about Open Badges, see the 
+  `Open Badges web site <http://openbadges.org/>`_.
+
+  If badging is enabled for your platform, badges are enabled by default for
+  your course. If you are unsure whether badging is enabled for your platform,
+  contact your platform administrator.
+
+  To stop issuing badges in your course, follow these steps.
+
+  #. In Studio, from the **Settings** menu, select **Advanced Settings**.
+
+  #. Locate the **Issue Open Badges** policy key. The default value is
+     ``True``.
+
+  #. Change the setting to ``False`` and save your changes.
+
+  To enable badging for your course if it has previously been disabled, change
+  the value of the key to ``True``.
+
+
+.. _Configuring Certificates: http://edx.readthedocs.org/projects/edx-installing-configuring-and-running/en/latest/configuration/enable_certificates.html