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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.  
The Parent role may also be allowed to agree to policies on behalf of their underage child. See the section on agreeing to policies on behalf of the child.


===Creating a new role===


{| class="nicetable"
#As an administrator, go to ''Site administration > Users > Permissions > Define roles'' and click the "Add a new role" button.
|-
#For archetype  role choose "No role."
|[[Image:lightbulb.png]]
#Give the role a short name (such as "Parent", but it can be anything appropriate, such as tutor/mentor)
| Things are arranged differently in Moodle 2, so read carefully and change all the correct permissions.
#Give the role a custom full name (such as "Parent", but it can be anything appropriate, such as tutor/mentor)
Take a note of all changes made and keep a record. This role may need to be re-created from time to time.
#Under Context types where this role may be assigned check the '''user''' context.
|}
#Under the heading of '''Course'''
 
 
===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'''
#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''
Line 31: Line 20:
#*[[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|tool/policy:acceptbehalf]] for accepting policies on behalf of the student.
#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]]
| [[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]]
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.


Scroll to the bottom of the page and click on "Save changes" 
==Assigning the parent to the student==


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


When saved, Moodle automatically return to the List of all Roles page.
{|
 
| [[File:Parentroleassignroles.png|thumb|500px|"Assign roles relative to this user"]]
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:choosingparent.png|thumb|500px|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'''
[[Image:CustomRole08.png|frame|center|Selecting the Student's Role]]
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
[[Image:CustomRole10.png|frame|center|Setting an assignment to that Student's Role]]
*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]]


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===
===Agreeing to policies on behalf of the child===
(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 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 the Mentee Block===
[[File:ParentConsent.png|center|thumb|500px]]


When at the Front Page, turn editing on.
===Adding the Mentees Block===
This block needs to be added so parents can see links to their child's profile.


[[Image:CustomRole12.png|frame|center|Turn editing on to access the Add Blocks block.]]
* 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.


Go to the '''Add Blocks''' block and select the [[Mentees block]] and when it appears, click on the Configuration icon.
{|
| [[File:addmenteesblock.png|thumb|Accessing the Add Blocks]]
[[Image:CustomRole13.png|frame|center|Configuring the Mentee block]]
| [[File:configuringmenteesblock.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.
:'''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.
*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
Once saved the block should be titled Parent and if you have made the assignments properly, it will work.
*Forum posts or similar may also be viewed from the user's profile in the Miscellaneous section.
 
{|
===Viewing activity reports===
| [[File:MOParentRole01a.png|thumb|Click the name of a course in the profile]]
 
| [[File:MOParentRole02.png|thumb|Only '''then''' choose an item, for example grades]]
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. 
| [[File:MOParentRole03.png|thumb|The course grades are now visible]]
 
|}
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.
 
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):
*To view activity in another course, the parent needs to click back to the user's main profile and then select another course link.
<code php>. format_string($mycourse->fullname) . "</a>, ";
}
else {
$courselisting .= format_string($mycourse->fullname) . ", ";</code>
* and change that to :
<code php>. format_string($mycourse->fullname) . "</a>,<br />";
}
else {
$courselisting .= format_string($mycourse->fullname) . "<br />";;</code>
* Then save


==See also==
==See also==
*[http://www.youtube.com/watch?v=Gk_TRi_N00o The Parent role in Moodle 2.0 video]
*[http://www.youtube.com/watch?v=Gk_TRi_N00o The Parent role in Moodle 2.0 video]
*[[Create_custom_roles|Create a custom role]]
*[[Create_custom_roles|Create a custom role]]
*Using Moodle [http://moodle.org/mod/forum/discuss.php?d=57812 Create a Parent of a student role] forum discussion
*[https://moodle.org/mod/forum/discuss.php?d=389146#p1568758 Forum discussion regarding limitations to the mentor role]


[[eu:Guraso_rola]]
[[eu:Guraso_rola]]
[[fr:Rôle Parent]]
[[fr:Rôle parent]]
[[ja:親ロール]]
[[ja:親ロール]]
[[de:Eltern-Rolle]]
[[de:Eltern-Rolle]]
[[nl:Ouder Rol]]
[[es:Rol paterno]]

Latest revision as of 22:43, 1 April 2020


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. See the section on agreeing to policies on behalf of the child.

Creating a new role

  1. As an administrator, go to Site administration > Users > Permissions > Define roles and click the "Add a new role" button.
  2. For archetype 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