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Parent role: Difference between revisions

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{{Roles}}
{{Roles}}
The role of '''Parent''' may be used to provide parents/mentors/tutors with permission to view certain information, such as activity reports, grades, blog entries and forum posts, about their children/mentees/tutees.
*The role of '''Parent''' may be used to provide parents/mentors/tutors with permission to view certain information, such as activity reports, grades, blog entries and forum posts, about their children/mentees/tutees.
 
*The Parent role may also be allowed to agree to policies on behalf of their underage child (if the [[Data privacy plugin]] is enabled.)
''PLEASE NOTE: There is currently a bug with the parent role, meaning parents cannot see individual grades, only the total. See MDL-43197''


===Creating a new role===
===Creating a new role===


#As an administrator, go to ''Administration > Site administration > Users > Permissions > Define roles'' and click the "Add a new role" button.
#As an administrator, go to ''Administration > Site administration > Users > Permissions > Define roles'' and click the "Add a new role" button.
#Give the role a name (such as "Parent", but it can be anything appropriate, such as tutor/mentor) and assign it to the '''user''' context.
#For archtype  role choose "No role."
#Give the role a short name (such as "Parent", but it can be anything appropriate, such as tutor/mentor)
#Give the role a custom full name (such as "Parent", but it can be anything appropriate, such as tutor/mentor)
#Under Context types where this role may be assigned check the '''user''' context.
#Under the heading of '''Course'''
#Under the heading of '''Course'''
#Change [[Capabilities/moodle/user:viewdetails|moodle/user:viewdetails]] to ''allow'' - to access the student's profile
#Change [[Capabilities/moodle/user:viewdetails|moodle/user:viewdetails]] to ''allow'' - to access the student's profile
Under the heading of '''Users'''
#Under the heading of '''Users'''
#Change [[Capabilities/moodle/user:viewdetails|moodle/user:viewalldetails]] to ''allow'' - to view all aspects of the student's profile
#Change [[Capabilities/moodle/user:viewdetails|moodle/user:viewalldetails]] to ''allow'' - to view all aspects of the student's profile
#Change any/all of the following capabilities to ''allow''
#Change any/all of the following capabilities to ''allow''
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#*[[Capabilities/moodle/user:viewuseractivitiesreport|moodle/user:viewuseractivitiesreport]] - to view the student's activity reports and grades
#*[[Capabilities/moodle/user:viewuseractivitiesreport|moodle/user:viewuseractivitiesreport]] - to view the student's activity reports and grades
#*[[Capabilities/moodle/user:editprofile|moodle/user:editprofile]] - to edit the student's profile
#*[[Capabilities/moodle/user:editprofile|moodle/user:editprofile]] - to edit the student's profile
#*[[Capabilities/tool/policy:acceptbehalf]] for accepting policies on behalf of the student.
#Click the "Create this role" button.
#Click the "Create this role" button.


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*Access the child's profile page, via '''Site administration ► Users ► Accounts ► Browse list of users'''  
*Access the child's full  profile page, via '''Site administration ► Users ► Accounts ► Browse list of users'''
*Go to 'Profile settings for [username]' > 'Roles' >'Assign roles relative to this user'
*Click the child's name to view the profile.
*Choose the role to assign i.e. Parent
*In the Administration section, click Preferences
*In the Roles section, click Assign roles relative to this user
*Choose the role to assign i.e. Parent by clicking on the word.
*Select the parent in the potential users list and use the Add button to add it to the existing users list.  
*Select the parent in the potential users list and use the Add button to add it to the existing users list.  


{|
{|
| [[File:CustomRole08.png|thumb|Selecting the student]]
| [[File:Parentroleassignroles.png|thumb|500px|"Assign roles relative to this user"]]
| [[File:CustomRole09.png|thumb|"Assign roles relative to this user"]]
| [[File:choosingparent.png|thumb|500px|Assigning the parent to the student]]
| [[File:CustomRole10.png|thumb|Assigning the parent to the student]]
|}
|}


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:'''NOTE:'''The same parent may be assigned to several students, siblings or otherwise.
:'''NOTE:'''The same parent may be assigned to several students, siblings or otherwise.
===Agreeing to policies on behalf of the child===
If the parent has been given the [[Capabilities/tool/policy:acceptbehalf]] then they can click on the child's profile, click the Policies and agreements link and agree to the policies there:


===Adding multiple parents/mentors at once===
[[File:ParentConsent.png|center|thumb|500px]]
If you are interested in assigning several parent roles ''en masse'' there is a contributed plugin (use at your own risk) here CONTRIB-3938  which allows you to configure automatic role assignment between users from a database (ex: mentor/mentee or parent/child). You can also read the discussion at http://moodle.org/mod/forum/discuss.php?d=70539#p345127)


===Adding the Mentees Block===
===Adding the Mentees Block===
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{|
{|
| [[File:CustomRole12.png|thumb|Accessing the Add Blocks]]
| [[File:addmenteesblock.png|thumb|Accessing the Add Blocks]]
| [[File:CustomRole13.png|thumb|Configuring the Mentees block]]
| [[File:configuringmenteesblock.png|thumb|Setting the configuration values]]
| [[File:CustomRole14.png|thumb|Setting the configuration values]]
|}
|}


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*Once the mentees block has been added, a parent/mentor sees the link to any children/mentees they are responsible for.
*Once the mentees block has been added, a parent/mentor sees the link to any children/mentees they are responsible for.
*They click on a name and will be taken to the profile page of that user.
*They click on a name and will be taken to the profile page of that user.
*They then click -next to "Course profiles" - the name of a course the user is enrolled in.
*They then select from "Course profiles" - the name of a course the user is enrolled in.
*Grades may then be viewed by clicking in the user's profile > ''Site Administration>Activity reports>Grades''
*Grades may then be viewed by clicking in the Reports section
*Forum posts or similar may also be viewed from the user's profile in ''Navigation>(Name)>Forum posts'' (for example)
*Forum posts or similar may also be viewed from the user's profile in the Miscellaneous section.
 
{|
{|
| [[File:selectacourse.png|thumb|Click the name of a course in the profile]]
| [[File:MOParentRole01a.png|thumb|Click the name of a course in the profile]]
| [[File:parentchildreports.png|thumb|Only '''then''' choose an item in the Navigation or Administration block]]
| [[File:MOParentRole02.png|thumb|Only '''then''' choose an item, for example grades]]
| [[File:userreportparentrole.png|thumb|The course grades are now visible]]
| [[File:MOParentRole03.png|thumb|The course grades are now visible]]
|}
|}



Latest revision as of 14:41, 19 July 2018


  • The role of Parent may be used to provide parents/mentors/tutors with permission to view certain information, such as activity reports, grades, blog entries and forum posts, about their children/mentees/tutees.
  • The Parent role may also be allowed to agree to policies on behalf of their underage child (if the Data privacy plugin is enabled.)

Creating a new role

  1. As an administrator, go to Administration > Site administration > Users > Permissions > Define roles and click the "Add a new role" button.
  2. For archtype role choose "No role."
  3. Give the role a short name (such as "Parent", but it can be anything appropriate, such as tutor/mentor)
  4. Give the role a custom full name (such as "Parent", but it can be anything appropriate, such as tutor/mentor)
  5. Under Context types where this role may be assigned check the user context.
  6. Under the heading of Course
  7. Change moodle/user:viewdetails to allow - to access the student's profile
  8. Under the heading of Users
  9. Change moodle/user:viewalldetails to allow - to view all aspects of the student's profile
  10. Change any/all of the following capabilities to allow
  11. Click the "Create this role" button.
Setting up the parent role
Assigning capabilities to the parent role
Saving changes to the parent role


Some permissions may already be set to "Allow", or the permissions granted here may not be the ones required for that Role. This set of Permissions mean that this Role allows anyone assigned to a Parent Role, then linked to the Student Role, to edit the profile or read the blogs of that Student - not everyone's profile or blogs.

Assigning the parent to the student

  • Access the child's full profile page, via Site administration ► Users ► Accounts ► Browse list of users
  • Click the child's name to view the profile.
  • In the Administration section, click Preferences
  • In the Roles section, click Assign roles relative to this user
  • Choose the role to assign i.e. Parent by clicking on the word.
  • Select the parent in the potential users list and use the Add button to add it to the existing users list.
"Assign roles relative to this user"
Assigning the parent to the student

At this point you can return to the "Assign roles in user:" page and you should see that the parent name is now in the "Users with Role" column.


NOTE:The same parent may be assigned to several students, siblings or otherwise.

Agreeing to policies on behalf of the child

If the parent has been given the Capabilities/tool/policy:acceptbehalf then they can click on the child's profile, click the Policies and agreements link and agree to the policies there:

ParentConsent.png

Adding the Mentees Block

This block needs to be added so parents can see links to their child's profile.

  • On the Front Page, turn editing on.
  • Go to the Add Blocks block and select the Mentees block and when it appears, click on the Configuration icon.
  • Edit the configuration settings to suit the needs of the site. When complete, save the changes and return to the Front Page.


Accessing the Add Blocks
Setting the configuration values

How a parent sees their child's activities

  • Once the mentees block has been added, a parent/mentor sees the link to any children/mentees they are responsible for.
  • They click on a name and will be taken to the profile page of that user.
  • They then select from "Course profiles" - the name of a course the user is enrolled in.
  • Grades may then be viewed by clicking in the Reports section
  • Forum posts or similar may also be viewed from the user's profile in the Miscellaneous section.
Click the name of a course in the profile
Only then choose an item, for example grades
The course grades are now visible


  • To view activity in another course, the parent needs to click back to the user's main profile and then select another course link.

See also

Using Moodle forum discussions:

  • Improving navigation:

One small hack that can make the course list a bit more readable, especially for long course lists, is to change the format to a vertical list:

  • Edit the moodle/user/view.php file and look for these lines (around line 302-304 in my 2.3.2 installation):

. $cfullname . "</a>, ";

               } else {
                   $courselisting .= $cfullname . ", ";

  • and change that to :

. $cfullname . "</a>,
";

               } else {
                   $courselisting .= $cfullname . "
";;
  • Then save

This will affect the profile view in a course.

  • Edit the moodle/user/profile.php file and look for these lines (around line 3332 in my 2.3.2 installation):

$courselisting .= "<a href=\"{$CFG->wwwroot}/user/view.php?id={$user->id}&course={$mycourse->id}\" $class >" . format_string($mycourse->fullname) . "</a>, ";

  • and change that to :

$courselisting .= "<a href=\"{$CFG->wwwroot}/user/view.php?id={$user->id}&course={$mycourse->id}\" $class >" . format_string($mycourse->fullname) . "</a>,
";

  • Then save

This will affect the profile view from the main page.