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{{Roles and capabilities}}
{{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.


: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.
#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'''
#Change [[Capabilities/moodle/user:viewdetails|moodle/user:viewdetails]] to ''allow'' - to access the student's profile
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 any/all of the following capabilities to ''allow''
#*[[Capabilities/moodle/user:readuserblogs|moodle/user:readuserblogs]] - to read the student's blog entries
#*[[Capabilities/moodle/user:readuserposts|moodle/user:readuserposts]] - to read the student's forum posts
#*[[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
#Click the "Create this role" button.
 
{|
| [[File:CustomRole05.png|thumb|Setting up the parent role]]
| [[File:CustomRole06.png|thumb|Assigning capabilities to the parent role]]
| [[File:CustomRole07.png|thumb|Saving changes to the parent role]]
|}




===Using a Custom 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.
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]]
==Assigning the parent to the student==


'''TIP:''' Take a note of all changes made and keep a record. This role may need to be re-created from time to time.


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:
*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.  


[[Image:CustomRole05.png|frame|center|Viewing the structure of the Parent Role and turning editing on]]  
{|
| [[File:CustomRole08.png|thumb|Selecting the student]]
| [[File:CustomRole09.png|thumb|"Assign roles relative to this user"]]
| [[File:CustomRole10.png|thumb|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.


#Change [[Capabilities/moodle/user:viewalldetails|moodle/user:viewalldetails]] to ''allow''
#Change any/all of the following capabilities to ''allow''
#*[[Capabilities/moodle/user:readuserblogs|moodle/user:readuserblogs]] - to read the child's blog entries
#*[[Capabilities/moodle/user:readuserposts|moodle/user:readuserposts]] - to read the child's forum posts
#*[[Capabilities/moodle/user:viewuseractivitiesreport|moodle/user:viewuseractivitiesreport]] - to view the child's activity reports and grades
#*[[Capabilities/moodle/user:editprofile|moodle/user:editprofile]] - to edit the child's profile


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


[[Image:CustomRole06.png|frame|center|Assigning permissions to the Parent Role]]
===Adding multiple parents/mentors at once===
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)


Scroll to the bottom of the page and click on "Save changes" 
===Adding the Mentees Block===
This block needs to be added so parents can see links to their child's profile.


[[Image:CustomRole07.png|frame|center|Saving Changes to the Parent Role]]
* 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.


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


==Role assignment==
===How a parent sees their child's activities===


#Access the child's profile page, via '''Site administration ► Users ► Accounts ► Browse list of users''' and in 'Profile settings for [username]' > 'Roles' >'Assign roles relative to this user'
*Once the mentees block has been added, a parent/mentor sees the link to any children/mentees they are responsible for.
#Choose the role to assign i.e. Parent
*They click on a name and will be taken to the profile page of that user.
#Select the parent in the potential users list, and use the Add button to add it to the existing users list.  
*They then click -next to "Course profiles" - the name of a course the user is enrolled in.
The same parent may be assigned to several children.
*Grades may then be viewed by clicking in the user's profile "Activity reports>Grades"
===Adding multiple role assignments at once===
*Forum posts may also be viewed from the user's profile.
(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)


==Mentees block==
{|
| [[File:selectacourse.png|thumb|Click the name of a course in the profile]]
| [[File:parentchildreports.png|thumb|Only '''then'''choose an item in the Navigation block]]
| [[File:userreportparentrole.png|thumb|The course grades are now visible]]
|}


The [[Mentees block]] provides a parent with quick access to their child's profile page via a link on the site front page.
#On the site front page click "Turn editing on"
#Choose Mentees from the Add a block drop-down menu
#If required, give the Mentees block a title by following the block configuration/edit link


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


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. 
==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]]


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.
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?]
 
*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 349 in my 1.9.9 installation):
* 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>, ";
<code php>. $cfullname . "</a>, ";
}
                } else {
else {
                    $courselisting .= $cfullname . ", ";
$courselisting .= format_string($mycourse->fullname) . ", ";</code>
</code>
* and change that to :
<code php>. $cfullname . "</a>,<br />";
                } else {
                    $courselisting .= $cfullname . "<br />";;</code>
* 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 :
* and change that to :
<code php>. format_string($mycourse->fullname) . "</a><br>";
<code php>$courselisting .= "<a href=\"{$CFG->wwwroot}/user/view.php?id={$user->id}&amp;course={$mycourse->id}\" $class >" . format_string($mycourse->fullname) . "</a>,<br />";</code>
}
else {
$courselisting .= format_string($mycourse->fullname) . "<br>";;</code>
* Then save
* 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]
*[[Manage roles]] - including testing a new role
*Using Moodle [http://moodle.org/mod/forum/discuss.php?d=57812 Create a Parent of a student role] forum discussion
*[http://www.youtube.com/watch?v=-49YrtjMTTo Setting up a Parent Role video]
*[http://www.youtube.com/watch?v=P23GT2peLZI Parent Signing in on Moodle video]


[[Category:Roles]]


[[eu:Guraso_rola]]
[[eu:Guraso_rola]]
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[[ja:親ロール]]
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[[de:Eltern-Rolle]]
[[de:Eltern-Rolle]]
[[nl:Ouder Rol]]

Latest revision as of 22:05, 24 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
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"
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.

Adding multiple parents/mentors at once

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

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 Mentees 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 of a course in the profile
Only thenchoose 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>,
";

               } 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.