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Experience configuration

Configuring an experience's settings

Once your experience proposal is approved, you will be invited to a draft experience to complete and publish. If your portal has direct experience creation enabled, you will arrive here through the experience creation flow instead. Either way, this guide covers the settings available to customize how your experience is displayed and interacted with by other users.

General

Matchmaking

While matching projects to your experience, you have many different ways to configure your experience to best meet your needs during the process.

Learners

After matching projects to your experience, you have many different ways to configure access and project management for your learners to actually perform the work.

See the full learner guides here.

Employer and learner interaction

In the experience wizard’s Project structure step, configure how employers and learners will work together. Set the expected employer time commitment, the number of teams per project, and how deliverables will be provided.

Use the interaction description to explain meeting frequency, communication methods, feedback, and other responsibilities.

Summary reports

Choose summary reports when multiple teams work on the same employer project and you want to provide a consolidated overview, reducing the need for the employer to review each team’s deliverables separately.

Each match will include a Summary report tab where educators can add or update a description and files covering key findings, outcomes, and deliverables across teams. Employers can still view individual teams’ progress, but they are not notified about each team’s progress when this option is selected.

Employers and educators associated with the match can view and comment on the report once it has been added. Learners cannot access the report or its comments. The report shows when it was last updated, and project and experience administrators receive email notifications about additions or updates according to their notification settings.

Surveys

Surveys are the best feature for educators to use ensure that projects are going smoothly while expectations are being met, and to measure the outcomes of those projects in the form of skill development, employability of learners, happiness of stakeholders, and much more!

See the guide for configuring surveys here.

Agreements

Agreements enable educators to include custom agreements or contracts which must be signed by employers or learners who wish to participate. This can include items such as Non-Disclosure Agreements (NDAs) or any specific conditions employer or learners need to agree to such as intellectual property agreements before starting work.

See the full guide to agreements here.

Notifications

Experiences can customize the content of notifications which are sent to its various stakeholders at different parts of their journey inside the experience. This can be helpful when needing to provide experience specific details, instructions, or just general context at the time of the notification.

Payments

As an administrator of an experience, you may configure your experience to pay learners for completing projects using a payment provider of your portal's choosing.

The the payments guide here for more details.

Privacy

The privacy settings of any experience affect who can view and interact with it at any time. This can range from completely public, to completely private, with many options in between.

See our full guide to privacy here.

Language

The language of any experience determines how it appears to other users. Users will only see experience in their own language by default in any marketplace and will need to apply additional filters to find those outside of their language.

By default, any experience you create is automatically set with the language of your portal but you may change it at any time.

How to

Set the experience language

If you wish to change the default language of an experience, this can be done by:

  1. Navigate to your experience.

  2. Click the "Settings" tab.

  3. Click the "Experience" tab in the "General" group.

  4. Choose your preferred language

  5. Click "Submit" to save.

Enable summary reports

To enable summary reports, follow these steps:

  1. Navigate to your experience wizard.

  2. Click "Project structure".

  3. Click "Employer interaction".

  4. Under “If more than one team or learner works on each project, how are deliverables provided?”, select “A summary report across all teams is provided”.

  5. Save your changes.

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