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Programs: Difference between revisions

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(Program reset, small grammar update.)
 
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{{Workplace}}
{{Workplace}}
== Overview ==
== Overview ==
Programs are entities that contain a list of courses and require learners to complete all or some of these courses in order to complete a program. These courses can be grouped into a hierarchical structure of sets and courses and can be arranged in a specific order within the program.  
Programs are entities that contain a list of courses that are required to be completed by users. These courses can be grouped into a hierarchical structure and can be arranged in a specific order within the program. To access the Programs tool, select Programs from the Workplace launcher.


{{MediaPlayer | url = https://youtu.be/s_CMgdbnxP8 | desc = Moodle Workplace | Training | Programs}}
{{MediaPlayer | url = https://youtu.be/s_CMgdbnxP8 | desc = Moodle Workplace | Training | Programs}}


== Accessing programs ==
== Programs list ==
Programs are accessed from the Site administration panel:
This list shows all existing programs according to their "Active" or "Archived" status. Active programs are the ones we can modify and are available to users. Archived programs cannot be edited and are not available to users. Only archived programs can be deleted from the system but doing so we will lose related data in reports.


From here, you can check to see if a program is associated with a [[Certifications |certification]].
On this page we can also duplicate a program, which includes all configuration and content but excludes user allocations.


== Creating a new program ==
== Creating a new program ==
To create a new program press the "Add new program" button and choose a name and description for your program. In case you have previously created program custom fields they will appear at the end of this form. Once this step is complete, we can configure the program content and allocate users.


== Adding courses ==
Courses can be added to your program from the program "Content" tab. We can either add individual courses, or group them together in "sets".
* To add a course click the add button and select "Course". You can select as many courses as you want.
* To add "sets" of courses click the add button and select "Set". Give your set a name and select which courses you want to add to it. See the section on [[#Completion|completion]] below to define how the set should be completed by a user
You can use drag-and-drop o re-order elements within the program in order to set a specific order.
=== Completion ===
Each program, and course sets within it, can define how they should be considered as being completed by the user:
* All in order - the user must complete all courses in the order specified
* All in any order - the user must complete all courses in no particular order
* At least X - the user must complete at least X number of the courses
== Schedule ==
Under the program "Schedule" tab, we can define the availability and allocation times for the program. The "Allocation window" defines when a user can be allocated to a program. The "Availability" section defines a start and end date during which time a user can access the program. The due date is the time by which the user should have completed the program. Each of the times can be set relative to another, for example a users start date could be considered to be immediately after their allocation date with a due date one month later.
== User allocation ==
Users can be manually allocated to a program from the "Users" tab. This page also lists all allocated users from other sources (such as via a Certification). For those users allocated to a program via a [[Certifications|certification]], the status of the certification is also shown.
On this page we can also modify allocation dates (start date, due date and end date) individually for each user, suspend a user allocation and reset a user's program (caution: this will reset all program set/course completion for the user).
== Dynamic rules ==
The [[Dynamic rules]] tab gives quick access to some rules which affect this program and are created by default. This will allow the site administrator to do things like sending a notification to the user when they're allocated to the program, issuing a certificate or a badge, granting a competency upon program completion, or sending a reminder when the program is overdue.  Set actions for these predefined rules and click the toggle button to activate them.
== User Dashboard ==
When a user logs into Moodle Workplace and visits their [[Moodle_Workplace#Dashboard|Dashboard]] they will see all the active programs they have been allocated to, showing their completion status and allowing easy access to the courses contained within the program. User will have to complete courses in each set according to the completion criteria previously defined in the program content page.


[[File:workplace_dashboard.png|thumb|600px|center|Workplace dashboard]]
[[File:workplace_dashboard.png|thumb|600px|center|Workplace dashboard]]


== Completion criteria ==
== Program reset ==
Edit the completion criteria for any set or the whole program using the drop downs from the schedule tab. Define when the program will be available to users and choose absolute or relative dates.
 
A manager is able to reset a program for an individual user from the program users list. This will reset all courses that are part of this program. The users' course completion data, individual assignments, grades and ratings will be reset. Data related to collaborative activities inside program courses will not be reset - this includes workshop, forum, assignment group submissions and collaborative wikis.
 
A course reset report is also available from the [[Report builder]]. To generate it a manager just needs to go into the Report builder tool and create a new report using the “Course reset for individual user” report source.


=== All in order ===
== Shared courses ==
Everything in the top-level has to be completed in a specific order to add courses to this program.


=== All in any order ===
'''Sharing courses between tenants'''
The user must complete all courses in the set but could start with any of them.


=== At least one ===
In the default Workplace installation users do not have the capability [[Capabilities/moodle/category:viewcourselist|moodle/category:viewcourselist]] outside of their tenant's category. This means that the Tenant administrator or Programs Manager will not see courses outside of their own tenant's course category when they add courses to the programs.
In order to complete this set, a user must complete at least one of the courses in it.


== User allocation ==
However the site can be configured so that there is a "Shared" course category that overrides permissions and allows users to browse courses there, or a special user could be created who creates programs for different tenants and has access to all courses. In any case, it is possible to add the same course to different programs that belong to different tenants.  
Manage user allocation to the program by clicking plus. Allocate users manually and check the status of each user in the program. Check if the program is associated with a certification, and if it is, what is the certification status.


== Adding courses and sets to a program ==
A manager who manages the program will see the "attention" icon next to the courses that do not belong to the current tenant's course category. It is highly recommended to '''have all shared courses in "Separate groups" mode''' and force the group mode for all activities.


=== Adding courses ===
The Programs enrolment method '''will always allocate users from different tenants into different groups'''. Groups will be created automatically based on the name of the tenant. They can be manually renamed later without affecting the allocation of future students.  
Click plus and select course. You can select as many courses as you want.  


=== Adding sets ===
'''Sharing courses between programs'''
Add “sets,” which are groups of courses, by clicking plus and selecting “Set”.


=== Create set ===
Even within the same tenant, multiple programs may use the same course. By default users enrolled into the same course via different programs will '''not''' be in different groups, however it is possible to specify in Program settings that a group has to be created in each program course for the users allocated to the program.  
Click on plus on the set row and then when it's created, select the courses from the search box.


== Dynamic rules ==
The same can be done for certifications. Each certification can have their own groups in the courses. For example, a new certification may be created for each cohort of students taking the same program and by separating them into groups the manager can ensure that they don't see forum posts or other activity from other cohorts.
The [[Dynamic rules]] tab gives quick access to some rules which affect this program and are created by default. This will allow the site administrator to do things like sending a notification to the learner when she's allocated to the program, issuing a certificate or a badge, granting a competence upon program completion, or sending a reminder when the program is overdue.  Set actions for these predefined rules and click the toggle button to activate them.

Latest revision as of 11:17, 26 November 2019

workplacelogo.png This feature is part of Moodle Workplace, which is available through Moodle Partners.


Overview

Programs are entities that contain a list of courses that are required to be completed by users. These courses can be grouped into a hierarchical structure and can be arranged in a specific order within the program. To access the Programs tool, select Programs from the Workplace launcher.

Moodle Workplace

Programs list

This list shows all existing programs according to their "Active" or "Archived" status. Active programs are the ones we can modify and are available to users. Archived programs cannot be edited and are not available to users. Only archived programs can be deleted from the system but doing so we will lose related data in reports.

On this page we can also duplicate a program, which includes all configuration and content but excludes user allocations.

Creating a new program

To create a new program press the "Add new program" button and choose a name and description for your program. In case you have previously created program custom fields they will appear at the end of this form. Once this step is complete, we can configure the program content and allocate users.

Adding courses

Courses can be added to your program from the program "Content" tab. We can either add individual courses, or group them together in "sets".

  • To add a course click the add button and select "Course". You can select as many courses as you want.
  • To add "sets" of courses click the add button and select "Set". Give your set a name and select which courses you want to add to it. See the section on completion below to define how the set should be completed by a user

You can use drag-and-drop o re-order elements within the program in order to set a specific order.

Completion

Each program, and course sets within it, can define how they should be considered as being completed by the user:

  • All in order - the user must complete all courses in the order specified
  • All in any order - the user must complete all courses in no particular order
  • At least X - the user must complete at least X number of the courses

Schedule

Under the program "Schedule" tab, we can define the availability and allocation times for the program. The "Allocation window" defines when a user can be allocated to a program. The "Availability" section defines a start and end date during which time a user can access the program. The due date is the time by which the user should have completed the program. Each of the times can be set relative to another, for example a users start date could be considered to be immediately after their allocation date with a due date one month later.

User allocation

Users can be manually allocated to a program from the "Users" tab. This page also lists all allocated users from other sources (such as via a Certification). For those users allocated to a program via a certification, the status of the certification is also shown.

On this page we can also modify allocation dates (start date, due date and end date) individually for each user, suspend a user allocation and reset a user's program (caution: this will reset all program set/course completion for the user).

Dynamic rules

The Dynamic rules tab gives quick access to some rules which affect this program and are created by default. This will allow the site administrator to do things like sending a notification to the user when they're allocated to the program, issuing a certificate or a badge, granting a competency upon program completion, or sending a reminder when the program is overdue. Set actions for these predefined rules and click the toggle button to activate them.

User Dashboard

When a user logs into Moodle Workplace and visits their Dashboard they will see all the active programs they have been allocated to, showing their completion status and allowing easy access to the courses contained within the program. User will have to complete courses in each set according to the completion criteria previously defined in the program content page.

Workplace dashboard

Program reset

A manager is able to reset a program for an individual user from the program users list. This will reset all courses that are part of this program. The users' course completion data, individual assignments, grades and ratings will be reset. Data related to collaborative activities inside program courses will not be reset - this includes workshop, forum, assignment group submissions and collaborative wikis.

A course reset report is also available from the Report builder. To generate it a manager just needs to go into the Report builder tool and create a new report using the “Course reset for individual user” report source.

Shared courses

Sharing courses between tenants

In the default Workplace installation users do not have the capability moodle/category:viewcourselist outside of their tenant's category. This means that the Tenant administrator or Programs Manager will not see courses outside of their own tenant's course category when they add courses to the programs.

However the site can be configured so that there is a "Shared" course category that overrides permissions and allows users to browse courses there, or a special user could be created who creates programs for different tenants and has access to all courses. In any case, it is possible to add the same course to different programs that belong to different tenants.

A manager who manages the program will see the "attention" icon next to the courses that do not belong to the current tenant's course category. It is highly recommended to have all shared courses in "Separate groups" mode and force the group mode for all activities.

The Programs enrolment method will always allocate users from different tenants into different groups. Groups will be created automatically based on the name of the tenant. They can be manually renamed later without affecting the allocation of future students.

Sharing courses between programs

Even within the same tenant, multiple programs may use the same course. By default users enrolled into the same course via different programs will not be in different groups, however it is possible to specify in Program settings that a group has to be created in each program course for the users allocated to the program.

The same can be done for certifications. Each certification can have their own groups in the courses. For example, a new certification may be created for each cohort of students taking the same program and by separating them into groups the manager can ensure that they don't see forum posts or other activity from other cohorts.