Difference between revisions of "Parent role"

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Note: You are currently viewing documentation for Moodle 2.2. Up-to-date documentation for the latest stable version is available here: Parent role.

(See also: forum discussion link)
(copied from 2.3 docs)
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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.
  
:'''Note:''' In this page, the terms "Permissions" and "Capabilities" are used as interchangeable terms. Please bear in mind that they are in fact a pair. A capability is an editable behaviour and a permission is the value given that capability.
+
===Creating a new role===
  
 
+
#As an administrator, go to ''Settings > Site administration > Users > Permissions > Define roles'' and click the "Add a new role" button.
{| class="nicetable"
+
#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.
|-
+
#Under the heading of '''Course'''
|[[Image:lightbulb.png]]
 
| Things are arranged differently in Moodle 2, so read carefully and change all the correct permissions.
 
Take a note of all changes made and keep a record. This role may need to be re-created from time to time.
 
|}
 
 
 
 
 
===Using a Custom Role===
 
In the page [[Create_custom_roles|Create Custom Roles]], a generic Role was created and given the name of Parent. In this part, the Role is going to be linked to a Student Role, which is why the role was called "Parent". (By now there should be two additional Users in the User Accounts, say, "Perant Test" and "Stedunt Test".) Return to the Role list and see if the Role has been properly created, then click on it to start reviewing capabilities. ()
 
 
 
[[Image:CustomRole04.png|frame|center|Returning to the Parent Role]]
 
 
 
Next the capabilities of this Role need to be determined. What is different in this Role that required the Role be created in the first place? As the Role has already had a Context selected for it, User, it is that area of the Capabilities that need existing permissions altered. Turn editing on and scroll down to the section named "User", look for the fields listed below and reset the values on these capabilities:
 
 
 
[[Image:CustomRole05.png|frame|center|Viewing the structure of the Parent Role and turning editing on]]
 
 
 
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'''
Line 31: Line 15:
 
#*[[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
 +
#Click the "Create this role" button.
  
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.
+
{|
 +
| [[File:CustomRole05.png|thumb|Setting up the parent role in]]
 +
| [[File:CustomRole06.png|thumb|Assigning capabilities to the parent role]]
 +
| [[File:CustomRole07.png|thumb|Saving changes to the parent role]]
 +
|}
  
[[Image:CustomRole06.png|frame|center|Assigning permissions to the Parent Role]]
 
  
Scroll to the bottom of the page and click on "Save changes" 
+
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.  
 
 
[[Image:CustomRole07.png|frame|center|Saving Changes to the Parent Role]]
 
 
 
When saved, Moodle automatically return to the List of all Roles page.  
 
  
This changes the capabilities of the Parent Role in Moodle 2, but the Role now has to be directly linked to a Student Role to allow it to be used as it was designed to be.
+
==Assigning the parent to the student==
  
===Linking to the Student Profile===
 
  
 
*Access the child's profile page, via '''Site administration ► Users ► Accounts ► Browse list of users'''  
 
*Access the child's profile page, via '''Site administration ► Users ► Accounts ► Browse list of users'''  
[[Image:CustomRole08.png|frame|center|Selecting the Student's Role]]
+
*Go to 'Profile settings for [username]' > 'Roles' >'Assign roles relative to this user'
and in 'Profile settings for [username]' > 'Roles' >'Assign roles relative to this user'
 
[[Image:CustomRole09.png|frame|center|Setting an assignment to that Student's Role]]
 
 
*Choose the role to assign i.e. Parent
 
*Choose the role to assign i.e. Parent
[[Image:CustomRole10.png|frame|center|Setting an assignment to that Student's Role]]
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*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. This should already be familiar so just select the parent you want to assign to that student and click the "Add" button. 
+
 
[[Image:CustomRole11.png|frame|center|Setting an assignment to that Student's Role]]
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{|
 +
| [[File:CustomRole08.png|thumb|Selecting the student]]
 +
| [[File:CustomRole09.png|thumb|"Assign roles relative to this user"]]
 +
| [[File:CustomRole10.png|thumb|Assining 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.
 
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.
  
Make sure everything is saved where it needs to be and then return to the Front Page.
 
  
 
:'''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.
  
===Adding multiple role assignments at once===
+
===Adding multiple parents/mentors at once===
 
(if you are interested in assigning several parent roles ''en masse'' read the discussion at http://moodle.org/mod/forum/discuss.php?d=70539#p345127)
 
(if you are interested in assigning several parent roles ''en masse'' read the discussion at http://moodle.org/mod/forum/discuss.php?d=70539#p345127)
  
 
===Adding the Mentee Block===
 
===Adding the Mentee Block===
 +
This block needs to be added so parents can see links to their child's profile.
  
When at the Front Page, turn editing on.
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* 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.
  
[[Image:CustomRole12.png|frame|center|Turn editing on to access the Add Blocks block.]]
 
  
Go to the '''Add Blocks''' block and select the [[Mentees block]] and when it appears, click on the Configuration icon.
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{|
+
| [[File:CustomRole12.png|thumb|Accessing the Add Blocks]]
[[Image:CustomRole13.png|frame|center|Configuring the Mentee block]]
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| [[File:CustomRole13.png|thumb|Configuring the Mentee block]]
 +
| [[File:CustomRole14.png|thumb|Setting the configuration values]]
 +
|}
  
Edit the configuration settings to suit the needs of the site. When complete, save the changes and return to the Front Page.
+
===How a parent sees their child's activities===
  
[[Image:CustomRole14.png|frame|center|Setting the configuration values]]
+
*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 click -next to "Course profiles" - the name of a course the user is enrolled in.
 +
*Grades may then be viewed by clicking in the user's profile "Activity reports>Grades"
 +
*Forum posts may also be viewed from the user's profile.
 +
 
 +
{|
 +
| [[File:parentchildblock.png|thumb|Click the name in the mentees/parent block]]
 +
| [[File:parentchildreports.png|thumb|Click a course and '''then''' an item in the Navigation block]]
 +
| [[File:userreportparentrole.png|thumb|The course grades are now visible]]
 +
|}
  
:'''NOTE:'''Consider carefully what options really need be set. There may be a requirement to have more than one Mentee block, so giving each block an unambiguous title becomes important.
 
  
Once saved the block should be titled Parent and if you have made the assignments properly, it will work.
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*To view activity in another course, the parent needs to click back to the user's main profile and then select another course link.
  
===Viewing activity reports===
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==See also==
 +
*[http://www.youtube.com/watch?v=Gk_TRi_N00o The Parent role in Moodle 2.0 video]
 +
*[[Create_custom_roles|Create a custom role]]
  
If the capability [[Capabilities/moodle/user:viewuseractivitiesreport|moodle/user:viewuseractivitiesreport]] is set to ''allow'' then a parent/mentee may view their student's activity reports and grades via the student's Profile. 
+
Using Moodle forum discussions:
 +
*[http://moodle.org/mod/forum/discuss.php?d=57812 Create a Parent of a student role]
 +
*[http://moodle.org/mod/forum/discuss.php?d=199269 Parent Role Report: Who belongs to whom?]
  
On the main Profile page, there will be a list of courses.  Clicking on a course title will select that course.  Then, under the Activities tab, the various report and grades sub-tabs will display information relevant to the selected course.  You can easily change which course you are reviewing by selecting another one on the main Profile tab.
+
*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:
 
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 305 in my 2.1 installation):
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* Edit the moodle/user/view.php file and look for these lines (around line 302-304 in my 2.3.2 installation):
<code php>. format_string($mycourse->fullname) . "</a>, ";
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<code php>. $cfullname . "</a>, ";
}
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                } else {
else {
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                    $courselisting .= $cfullname . ", ";
$courselisting .= format_string($mycourse->fullname) . ", ";</code>
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</code>
 
* and change that to :
 
* and change that to :
<code php>. format_string($mycourse->fullname) . "</a>,<br />";
+
<code php>. $cfullname . "</a>,<br />";
}
+
                } else {
else {
+
                    $courselisting .= $cfullname . "<br />";;</code>
$courselisting .= format_string($mycourse->fullname) . "<br />";;</code>
 
 
* Then save
 
* 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):
 +
<code php> $courselisting .= "<a href=\"{$CFG->wwwroot}/user/view.php?id={$user->id}&amp;course={$mycourse->id}\" $class >" . format_string($mycourse->fullname) . "</a>, ";
 +
</code>
 +
* and change that to :
 +
<code php>$courselisting .= "<a href=\"{$CFG->wwwroot}/user/view.php?id={$user->id}&amp;course={$mycourse->id}\" $class >" . format_string($mycourse->fullname) . "</a>,<br />";</code>
 +
* Then save
 +
This will affect the profile view from the main page.
  
==See also==
 
*[http://www.youtube.com/watch?v=Gk_TRi_N00o The Parent role in Moodle 2.0 video]
 
*[[Create_custom_roles|Create a custom role]]
 
  
Using Moodle forum discussions:
 
*[http://moodle.org/mod/forum/discuss.php?d=57812 Create a Parent of a student role]
 
*[http://moodle.org/mod/forum/discuss.php?d=199269 Parent Role Report: Who belongs to who?]
 
  
 
[[eu:Guraso_rola]]
 
[[eu:Guraso_rola]]

Revision as of 19:24, 21 October 2012


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.

Creating a new role

  1. As an administrator, go to Settings > Site administration > Users > Permissions > Define roles and click the "Add a new role" button.
  2. 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.
  3. Under the heading of Course
  4. Change moodle/user:viewdetails to allow - to access the student's profile

Under the heading of Users

  1. Change moodle/user:viewalldetails to allow - to view all aspects of the student's profile
  2. Change any/all of the following capabilities to allow
  3. Click the "Create this role" button.
Setting up the parent role in
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 profile page, via Site administration ► Users ► Accounts ► Browse list of users
  • Go to 'Profile settings for [username]' > 'Roles' >'Assign roles relative to this user'
  • Choose the role to assign i.e. Parent
  • Select the parent in the potential users list and use the Add button to add it to the existing users list.
Selecting the student
"Assign roles relative to this user"
Assining 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.

Adding multiple parents/mentors at once

(if you are interested in assigning several parent roles en masse read the discussion at http://moodle.org/mod/forum/discuss.php?d=70539#p345127)

Adding the Mentee 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
Configuring the Mentee block
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 click -next to "Course profiles" - the name of a course the user is enrolled in.
  • Grades may then be viewed by clicking in the user's profile "Activity reports>Grades"
  • Forum posts may also be viewed from the user's profile.
Click the name in the mentees/parent block
Click a course and then an item in the Navigation block
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>,<br />";
                } else {
                    $courselisting .= $cfullname . "<br />";;
  • 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={$user->id}&amp;course={$mycourse->id}\" $class >" . format_string($mycourse->fullname) . "</a>, ";
  • and change that to :
$courselisting .= "<a href=\"{$CFG->wwwroot}/user/view.php?id={$user->id}&amp;course={$mycourse->id}\" $class >" . format_string($mycourse->fullname) . "</a>,<br />";
  • Then save

This will affect the profile view from the main page.