Monday 23 April 2012

Assign an oversight role

Say the manager of a nursery school buys training courses for all the staff.  We issue enrolment keys, the manager distributes them and sits back happy to let the staff get on with it.  Three weeks later the manager wants to see how far the staff have got.

As an Admin create a new role.  Go to Settings > Site Admin > Users > Permissions > Define roles.  Click Add a new role.  Give the role a name (e.g. Monitor), short name and a description if you want.  In Role Archetype choose what role you want the new role to be based on.  I went with none-editing teacher.  In Context I chose Course, this means the role can be assigned at the course level.

Now go through the permissions and allow any that you want this new role to have.  This took a bit of trial and error for me but I pretty much allowed all reports and logs to be run and allowed them to see participants.

With the new role created you need the person to have an account.  You can do this for them or make them do it themselves.

Go to the course you want the person to be able to monitor.  This is the course they have bought for their staff, if they bought more than one you'll have to do this for each course they have staff enrolled on.  Go to Settings  Course Administration > Users > Enrolled Users.  At the top click Enrol Users.  In the Assign roles drop down choose the new role you created, find the person you want to give monitor rights to on the list and click enrol.  This will allow then to run the reports and see the participants of this course.

I've used separate groups so I can issue individual enrolment keys, these groups are all separate so users can't see each other.  This means that the new monitor won't see them either so we have to ass the monitor to all the groups their staff are in.  Refresh the Enrolled Users page of the course you're in and find the new monitor user.  Click the little plus sign in the groups column and add them to all the same groups as their staff, (bare in mind some of the enrolment keys they bought may not have been activated yet so add them to every group that corresponds with an enrolment key they purchased).  They will now be able to see everyone in the same groups that they are in.

Create new Local Authority role
Have the LA sign up like normal.in the course
In the course go enrolled users
Click Enrol users at the top.
Enrol the LA as the new Local Authority role.
Go to enrolled users
Click the plus sign Enrol that LA in all the relevant groups.
They will now be able to see everyone in those groups and when they last logged in.

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