Who is this article for?

Admins who need to integrate Ideagen Learning with the Stems platform.

Stems account access and Ideagen Learning Admin role are required.

This article walks you through the process of integrating Ideagen Learning with Stems using the Stems One API and configuring user data for training synchronization.

1. Creating an API client

To create an API client in Stems:

1. Log into your Stems account.
2. Go to My Profile.
3. Switch to the API Clients tab.
   
4. Click Create.
5. Fill out the form:
   • Name - Velpic
   • Is your Client a Web Application? - Yes
   • Allowed Origins - Leave blank
     
6. Click Submit.
7. Copy the Client ID.
8. Click Show to reveal the client secret.

2. Contacting us

The next step is to provide us with the Stems details.

To contact us:

1. Use the Intercom bubble at the bottom right of the screen.
2. Include the following details:
   • Email (not username)
   • Password
   • Client ID
   • Client Secret

We will then complete the integration setup for your account.

3. Preparing users

To prep users in Ideagen Learning:

1. Log into your Ideagen Learning account.
2. Navigate to Admin.
3. Select Custom Fields.
4. Switch to the Users tab.
5. Click Add Field.

6. Fill out the form:
   • Name: Stems Id
   • Field Id: Stems Id (auto-filled)

6. Click Save.

You can now associate each Ideagen Learning user with their Stems system number using the new field.

4. Scheduling training

Following successful integration, you can schedule training through Stems.

To schedule training:

1. Go to the Stems app.
2. Open the Training menu.
3. Select Course Register.

4. You should be able to view all of the courses in your Stems account from this view.

5. Schedule a lesson for a user with a Stems ID.

6. Wait 30 seconds, then return to Course Register to confirm the new course appears.

5. Assigning training

To assign training to role profiles:

1. Go to Human Resources.
2. Select Role Profiles.
   
3. Select a role assigned to your user(s).
   
4. Switch to the Training Required tab.
   
5. Click Edit Mode.
6. Add the new course (e.g., KFC) to the required training list.
   
7. Click Save.

6. Generating a training matrix

To generate a training matrix:

1. Open the Training menu.
2. Select Training Matrix.

3. Select the relevant role(s).

4. Click Generate Matrix.
5. Review the matrix to confirm the course appears as required.

7. Completing scheduled lessons

To complete lessons, you can manually complete one or you can watch the lesson from the Learn tab.

8. Confirming completion

To confirm users have completed lessons:

1. Open the Human Resources menu.
2. Select Personnel Register.

3. Select the user who completed the lesson.

4. Click the Training tab to confirm the training record is updated.

Further reading

• Setting up the GO1 integration