aXcelerate Integration Setup

This integration allows you to access the functionality and reporting of Digital Robot directly from your aXcelerate system when you enrol a candidate into a course.

Enrolling a candidate in a course within aXcelerate and selecting the Digital Profiler Required checkbox will create the candidate in Digital Robot and send them an email asking them to complete the Digital Questionnaire you have selected for them.

Once they complete the questionnaire, Digital Robot will upload the results as a pdf to the candidate’s portfolio in aXcelerate, and if the course exists in both systems, generate a Comparison Report pdf and attach it to the candidate record (in their aXcelerate learner portfolio) as well.

The systems will sync every hour by default.

Please note: 

1. Users must enable the API in Digital Robot to activate the integration
2. Ensure that there are no custom fields added to the invitation form which are marked as required

aXcelerate Setup

Contact Record – Custom Fields

Two custom fields are required which is accessed via Settings – Custom Fields in aXcelerate.

The fields must be set up as shown below, other than the Field Label below which can be customised. Note that the fields are displayed alphabetically on the screen, so we have used numbers at the start of the labels to control that ordering.

The values for questionnaire level must be dlrq (Course Ready) and dp (Digital Profiler) – however you only need to include the options that your organisation requires. For example, if it’s never a requirement for your candidate to complete a dlrq assessment you could leave that option out.

Once these fields have been defined, they will be visible on the contact records in the Custom Fields section as shown.

Portfolio Type

When documents are transferred from Digital Robot back to aXcelerate a Portfolio Type is required, as such a Portfolio Type with description Comparison Report is required. This must be set up as shown below.

If the Portfolio Type does not exist, the Comparison Reports will not be transferred back to aXcelerate after the candidate completes the questionnaire.

Class Record – Custom Field

For Digital Robot integration to generate a Comparison Report for courses that the candidate is enrolled in, a custom field on the Classes object type is required. Create this custom field via the Settings menu as per the fields on the contact record.

The option will then be visible on the edit Class screen

PLEASE NOTE: for these comparison reports to be generated, Courses must be defined in Digital Robot.

The Qualification Code and Name fields of the qualification associated with class will be used to match a Course defined in Digital Robot

In Digital Robot there is only a single Course Title field on the record. The Code and Name will be used to try and find a matching Course Title in Digital Robot system using the following comparisons.

• {Code}-{Name}

• {Code} - {Name}

• {Code} {Name}

• {Code}

• {Name}

In the case of the qualifications shown in the graphic above, it would find the highlighted course in Digital Robot

Digital Robot Configuration

Integration Settings

To enable aXcelerate integration, access the Digital Robot system and go to the SMS Integrations menu item in Settings.

Toggle the Enable aXcelerate Integration option to turn the integration on/off.

Web Service Token and API Token can be found in your aXcelerate deployment under Settings – System Settings and then the Web & Other Integrations tab

Scroll down to the Web Service API Token section and click Show on the two tokens to see their values. If you have multiple tokens, ensure that you choose the API Token which has a green tick.

Enter the other fields on this screen.

aXcelerate URL - this is the base URL you use to access your aXcelerate deployment.

Frequency - how often should the sync process run (min 1 hour).

Generate Course Reports - toggle on if required.

Synchronisation Process

Candidates in aXcelerate will be transferred to Digital Robot once the Digital Profiler Required checkbox has been selected.

NOTE: each candidate will only ever be created in Digital Robot once.

Once the candidate has completed their questionnaire in Digital Robot, their Profile Report will be generated and attached to their student record in the Other section of their Portfolio. The PDF file can be downloaded / viewed from the portfolio item screen.

If the Generate Comparison Reports flag has been turned on and the candidate has been enrolled in a class for which a matching course was found in Digital Robot, then the comparison report will also be generated for those courses. For example:

PLEASE NOTE: currently the integration will only generate comparison reports where the candidate has completed the questionnaire within the past 30 days. If a candidate is enrolled in a course more than 30 days after they complete the questionnaire in Digital Robot the comparison report will not be added to the candidate’s portfolio.