Setup a Damstra Learning stems integration

This article documents how to set up a Damstra Learning to Stems integration.

Stems One API documentation: https://api.stemsone.com/

1. Log into Stems Accounts using your Username and Password.
2. Go to ‘My Profile’ and click on the API Clients Tab and click on ‘+ Create’ to open.
   

3. Now you can set up your new API Client
   Name: Velpic
   Is your Client a Web Application - Yes
   Leave Allowed Origins blank.
   Click Submit.
   Note: We use the Website type because of the extra security available by using the client secret property which is created for this type.
4. Note the 'Client ID' field, then click on 'Show' under the 'Secret' heading.
5. Note the client's secret value.
6. Next contact Damstra Learning using the Intercom bubble on the bottom right of the screen and send them the following information from the previous steps: 
   - Email (not username)
   - Password
   - Client Id
   - Client Secret
   The Damstra Learning team will then setup the Stems integration for your account.
   While you wait for the team to complete the integration you can prepare your Damstra Learning users for the integration.
7. Log into your Damstra Learning account.
8. We need to add a custom field to store each Users' Stems ID. To do this navigate to Admin > Custom Fields > Users, then click Add Field.

9. Fill out the form with the following details:
   Name: Stems Id
   Field Id: Stems Id (should be auto-filled for you)
   Click Save

10. You can now use the Stems ID field on your Damstra Learning users to associate them with their Stems system number.

Integrated Training Content

You will need Confirmation from the Damstra Learning team that the setup has been completed before you proceed with these steps.

1. In the Stems app, click on 'Course Register' under the 'Training' tab.
2. You should be able to view all of the courses in your Stems account from this view.

3. Next, schedule a lesson for a User with a Stems ID.

4. In this case, the user's name was Michael Glass. 

5. After you have scheduled the User to the lesson, wait 30 seconds then go back to the Course Register in Stems, and you should see the new lesson which was created in Stems as a new course.

6. Next, click on 'Role Profiles', which is found under the 'Human Resources' tab.

7. Select a role that your User/s are assigned to.

8. Click on the 'Training Required' tab, then click the 'Edit Mode' button.

9. Add the new course 'KFC' to the list of required training for the role. Then click the 'Save' button.

10. Next, click on 'Training Matrix', which is found under the 'Training' tab.

11. Select the role/s and then click 'Generate Matrix'.

12. You should see the generated training matrix at the bottom of the screen. Notice that the course KFC is now showing as 'Required', as expected.

13. Now complete the lesson the was previously scheduled to your user.

14. In this case I am just manually completing the lesson. You can of course watch the lesson from the 'Learn' tab to complete it as well.

15. Now click on 'Personnel Register' under the 'Human Resources tab.

16. Now click on the User which was scheduled for the lesson.

17. Click on the 'Training' tab and you should now see a new training record assigned to the user indicating that the course has been completed by this User.