Richtlinien

Vorlage:GDPR Vorlage:Zum Überarbeiten The Policies plugin provides a new user sign-on process, with ability to define multiple policies (site, privacy, third party), track user consents, and manage updates and versioning of the policies.

The Policies plugin forms part of Moodle’s privacy feature set and will assist sites to become GDPR compliant. It requires Moodle 3.4.2 onwards, and is available from the Moodle plugins directory. The plugin will be integrated in the Moodle 3.5 release in May 2018. Moodle 3.4.2 also includes the option of checking whether a new user is a minor.

Enabling the policies plugin

After installing the policies plugin, it may be enabled as follows:

1. Go to 'Policy settings' in the Site administration.
2. Set the Site policy handler to 'Policies (tool_policy)'.
3. Save changes.

Two new pages will then appear in the Site administration - 'Manage policies' and 'User agreements'.

Note that when Policies is set as the site policy handler, the settings 'Site policy' and 'Site policy for guests' are ignored.

Richtlinien hinzufügen und verwalten

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Policies and agreements

Administrator/innen oder andere Nutzer/innen mit dem Recht, Richtlinien zu verwalten können auf der Seite [[Einstellungen-Block|Einstellungen > Website-Administration > Datenschutz und Richtlinien > Richtlinien verwalten folgende Einstellungen vornehmen:

• Richtlinien / Datenschutzregelung / Regelungen zur Datenweitergabe an Dritte für alle Nutzer/innen, authentifizierte Nutzer/innen oder Gäste hinzufügen
• Status der verschiedenen Richtlinien ändern
• Ansehen, wie viele Nutzer/innen (in Prozent) den jeweiligen Richtlinien zugestimmt haben
• Richtlinien bearbeiten und angeben, ob es sich um eine geringfügige Änderung handelt (bei der eine erneute Zustimmung der Nutzer/innen nicht erforderlich ist) oder nicht.
• Aktuelle und ältere Versionen der Richtlinien ansehen
• Reihenfolge ändern, in der die Richtlinien den Nutzer/innen angezeigt werden

Wenn Sie eine neue Richtlinie hinzufügen wollen, gehen Sie folgendermaßen vor:

• Gehen Sie auf die Seite [[Einstellungen-Block|Einstellungen > Website-Administration > Datenschutz und Richtlinien > Richtlinien verwalten.
• Klicken Sie auf den Button Neue Richtlinie.
• Füllen Sie das Formular aus und klicken Sie auf den Button Speichern.

Sobald eine Richtlinie hinzugefügt ist, können Sie sie bearbeiten oder deaktivieren. Sobald Nutzer/innen einer Richtlinie zugestimmt haben, können Sie diese jedoch nicht mehr löschen.

Giving consent to policies

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Giving consent to policies

All users (with the exception of admins) will be required to give their consent to all policies defined either for “Authenticated users” or for “All users” before proceeding further on the site.

If a new policy is added, all users will be required to give their consent when they next log in. Similarly, if an existing policy is edited and is not marked as a minor change, all users will be required to give their consent when they next log in.

If self-registration is enabled on the site, new users will be required to give their consent to all policies before proceeding to the sign-up form. If digital age of consent verification (a new setting in Moodle 3.4.2 onwards) is enabled in 'Privacy settings' in the Site administration, when a new user clicks the 'Create new account' button, they will be prompted to enter their age and country. If the user's age is lower than the age of consent for their country, they will see a message prompting them to ask their parent/guardian to contact the support contact (as specified in 'Support contact' in the Site administration).

Policies for guests

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Policies for guests modal window

If a user logs in as a Gast, a modal window will be shown at the bottom of the user's browser window with links to all policies defined either for guests or for all users.

Minors

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Minor prevented from proceeding further on the site

Users who are younger than the age of digital consent, called 'minors', may be prevented from giving their consent by prohibiting the capability Einwilligung zu den Richtlinien. They will then be prevented from proceeding further on the site until someone can give consent on their behalf.

Sites with minors as the majority of users

To prohibit users from agreeing to policies because they are a minor:

1. Go to 'Define roles' in the Site administration.
2. Edit the role of authenticated user and set Einwilligung zu den Richtlinien to prohibit.
3. Save changes.

To enable teachers and other users who are not minors to agree to policies:

1. Go to 'Define roles' in the Site administration.
2. Click the button 'Add a new role'.
3. Give the role a name such as 'Able to give consent', short name and description.
4. For context types where this role may be assigned, tick system.
5. Enter policy in the filter box, then allow the capability Agree to policies.
6. Click the button 'Create this role'.
7. Go to 'Assign system roles' in the Site administration.
8. Choose the 'Able to give consent' role to assign.
9. Select teachers and other users in the Potential users list, and use the left-facing arrow button to add them to the Existing users list.

Sites with only a few minors

To prohibit users from agreeing to policies because they are a minor:

1. Go to 'Define roles' in the Site administration.
2. Click the button 'Add a new role'.
3. Give the role a name such as 'Digital minor', short name and description.
4. For context types where this role may be assigned, tick system.
5. Enter policy in the filter box, then prohibit the capability Agree to policies.
6. Click the button 'Create this role'.
7. Go to 'Assign system roles' in the Site administration.
8. Choose the 'Digital minor' role to assign.
9. Select minors in the Potential users list, and use the left-facing arrow button to add them to the Existing users list.

User agreements

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User agreements filtered to show minors

An admin or any user with the Bericht über Einwilligungen ansehen capability (by default manager) can access the page 'User agreements' in the Site administration and:

• View user consents
• Filter by policy, permission, status or role
• Give consent on behalf of minors
• Download table data

User agreements for a particular policy may also be viewed via the 'Manage policies' page by clicking the link in the Agreements column.

Giving consent on behalf of other users

An admin or any user with the capability Einwilligung zu den Richtlinien im Namen einer anderen Person can give consent on behalf of minors or when a written consent was obtained offline.

Giving consent on behalf of multiple users

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Record of consents with remarks

Users with capability Agree to the policies on someone else's behalf in the system context, such as managers, can give consent on behalf of multiple users as follows:

1. Go to 'User agreements' in the Site administration.
2. If necessary, filter by 'Permission: Can not agree'.
3. To give consent for multiple policies, tick the box next to selected users' names then click the consent button.
4. To give consent for a single policy, click the red cross next to the user's name.

When giving consent on behalf of other users, there is an opportunity to add some remarks. Clicking on the link in the Overall column gives an overview with details of who gave consent and when, together with any remarks.

Giving consent on behalf of a child

A parent or guardian may be allowed to give consent on behalf of their child by giving them the capability Einwilligung zu den Richtlinien im Namen einer anderen Person in the user context. See the Eltern-Rolle for details of how to create the role and assign a parent to a student. The parent or guardian will then be able to give consent as follows:

1. Go to the child's profile page.
2. Click the link 'Policies and agreements'.
3. Click the red cross next to the policy name.

Rechte

• Einwilligung zu den Richtlinien - erlaubt für die Rolle authentifizierte/r Nutzer/in
• Richtlinien verwalten - erlaubt für die Rolle Manager/in
• Manage privacy settings - erlaubt für die Rolle Manager/in
• Bericht über Einwilligungen ansehen - erlaubt für die Rolle Manager/in
• Einwilligung zu den Richtlinien im Namen einer anderen Person - erlaubt für die Rolle Manager/in

Siehe auch

• GDPR für Administrator/innen (Moodle 3.4.2+)
• Moodle GDPR Sandbox Demo Site zum Testen der Funktionalitäten der GDPR-Plugins