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Setting up in NCDB For the rest of this course, let’s assume the following situation: There is one university (let’s call it “University Prague”, which is integrated with Online Ordering and wants its students to order cards through a special Online Ordering Form. At first, you have to set up an NCDB profile of this university. During set-up of NCDB profile, have a look at “Integration with Online Ordering” window (see the picture below). Mind that the options appear after you check the “Integrated with Online Ordering” checkbox.
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Specify whether Applicant’s photo and other documents are mandatory or optional. You can also specify the URL of a CSS file that can customize the Online Ordering Form. You can also specify the “Pickup Information” that will be displayed in last step of Online Ordering Form (on “Thank you” page). Setting of a User To be able to control the whole process, you have to set up a User for your University Prague. Put all mandatory information to “Basic details” window (don’t forget to write valid e-mail address). Select the “Active” checkbox. In “Role Settings”, please select “Card Issuer” for NCDB role.
Issuance without confirmation of card entitlement
Issuance via an integrated issuer can be set up in such a way that it is not necessary to confirm the right to a card from the issuer, as the customer documents e.g. a confirmation of studies directly in the card application. If the integrated issuer is set in the NCDB in the section Integration with Online Ordering. If the setting is yes, it is required to be supplied in the application of Required documents "Confirmation of study" or "Identity document and confirmation of study", it is considered that the student has proven his right to a issue a card. In this case, the issuer will no longer be sent an email with a request to confirm the claim and the order will not be blocked for further processing.
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If you want to use request confirmation In “Notifications” window, it is necessary to select “Student status confirmation request” checkbox. This checkbox makes this user to get email notifications when a student orders his/her card and to confirm the requests (see later). |
Setting of Price List For your University Prague, you can create a special Price List. This can be done in NCDB -> Card Issuers -> Price Lists. In this Price List, you should set up prices for all cards University Prague is going to issue (ISIC and ITIC cards for example). As Delivery method, we choose “Delivery to school” option, because University Prague wants all the cards to be delivered to school and they will provide it to their students (students will pick their cards at university office).
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The process described above seems maybe complicated, but it has its logic. The most important advantage is that schools have full control over card orders (because someone from the school has to confirm student statuses) and over card delivery to students (at the moment a student comes for his/her card, the order is manually marked as “picked up”).
Optional confirmation of card entitlement
The requirement to manually confirm whether the student has or hasn’t the right to obtain the card (confirmation done via clicking the link in the email) will differ based on which documents are set up as mandatory in NCDB. In some cases, when the student/teacher must upload his confirmation of student/teacher status, there will be no email with confirmation link sent to school staff. For these cases, having uploaded valid confirmation of student/teacher status is enough to prove that the student/teacher is entitled for the card. In case the upload of confirmation of study/teaching is NOT required, the flow will remain the same as described above. (so the school staff needs to make manual confirmation). To summarize this, see how the settings will affect claim confirmation:
NCDB - Required Documents section:
Identity document and confirmation of study/teaching is selected, no email with confirmation link is sent, manual confirmation not required
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In this case, the student/teacher must upload the document that is proof that he/she studies/teaches at the university. This document itself is sufficient proof, so there is no need to make the confirmation again by the school staff. In this case, no email with a confirmation link is sent. The orders can be approved and exported into NCDB by ISIC staff immediately.
Identity document only is selected, email with confirmation link is sent, manual confirmation is required
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In this case, the student/teacher doesn’t upload a confirmation of study/teaching. Therefore, an automated email is sent to school staff who need to click a link within this email to confirm the customer is their student/teacher and therefore he/she is entitled for the card. In case this confirmation step is not done, the order appears in red color in Online Ordering administration and ISIC staff cannot approve it and export it to NCDB.
Confirmation of study/teaching only is selected, no email with confirmation link is sent, manual confirmation not required
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None is selected, email with confirmation link is sent, manual confirmation is required
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