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reportbuilder/spec as user stories

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Reporting Spec as user stories

I've taken the content from https://docs.moodle.org/dev/reporting_spec and tried to convert them to user stories detailing what is required:



To access the data above an administrator typically needs to visit a number of Moodle contexts and interfaces to retrieve data. This is especially true where the user is participating in more than one course.

In addition, reports on activity may be required on bases other than Moodle contexts. With the exception of Groups in courses users can only be reported upon in contexts to which they are assigned or lower contexts where permissions are inherited.

Augmented reporting capability

The following are my thoughts on how interfaces to improve the current situation could be evolved. There are 3 main interface areas:

• What is to be reported on i.e. courses, activities, attempts, actions

• Who is to be reported on

• Who can view and manage reports


What is to be reported on

Report configuration screens should progressively narrow down the data required in the report.

Screen 1: Display all courses in category tree. Select courses on which report should be based.

Screen 2: Display selected courses with activities listed. By default only activities with grading mechanism should be listed. Select activities to be included in the report.

alt text

Screen 3: For each course/activity remaining, “quick report” checkboxes for commonly required report items e.g. information sent to gradebook, completion status (if enabled).

Further link to detail page where more specific report criteria can be defined.

Screen 4: Detail page for course or activity.

alt text


System example detail options for report:

• Never logged in

• First login

• Last login


Course example detail options for report:

• First access

• Last access

• Course complete

• Course grade

• Group name(s) where user is a member

• Course role

• Enrolment method (where Cohort include cohort name)


Quiz example detail options for report:

• Attempted

• Date /time of first attempt completed

• Total number of attempts

• Highest grade

• Attempt when highest grade achieved

• Date / time for attempt when highest grade achieved

• Grading method grade

• Grades for attempts i.e. grades for attempts 1, 2 and 3

• Date/time of first attempt

• Activity complete


Assignment example detail options for report:

• Submitted status i.e. submitted, draft, no submission

• Due date status i.e. lateness

• Graded status

• Date / time submitted

• Date / time graded

• Grade

• Outcomes

• Activity complete


SCORM example detail options for report:

• Attempted

• Date /time of first attempt completed

• Total number of attempts

• Highest grade

• Attempt when highest grade achieved

• Date / time for attempt when highest grade achieved

• Grading method grade

• Grades for attempts i.e. grades for attempts 1, 2 and 3

• Date/time of first attempt

• Status for (all) SCOs i.e. completed, Browsed, incomplete

• Activity complete

General:

Need options to add new, delete, copy and edit reports.

Who is to be reported on

Screens to progressively filter users:

Screen 1:

Select report i.e. What is to be reported on.

Typical defaults e.g. report on graded roles from Site admin gradebook settings.

Option to select roles to be reported upon by course

Active users (default)

Suspended users

Screen 2:

alt text

Group(s) to be included in report by course.

Option for all users

Option to include users not in a group.

Must be possible to report on more than one group per course i.e. multi-select or ability to add further single select drop-downs.

Screen 3:

Filter on standard profile user fields and bespoke user profile fields

Without specific development of functionality to associate users with an external hierarchy User profile fields are the only way I can think of to reflect this.

Who can view and manage reports

I think this will require a view and manage reports capability.

View:

Screen 1: Default option of users with view reports permissions in all of the courses included in the report because they are:

• Assigned to a permitted role; or

• Assigned to a permitted role in “Other roles”; or

• Inherit the required permissions from a higher context

Screen 2: Specific users (from pick list)

Screen 3: Users filtered on role and User profile fields

Manage:

Similar to the above?

Report format:

General considerations:

HTML table and CSV export (fancy charts can follow later)

In addition to info above option to include items ticked in User policies > Show user identity

Sortable by header

Ability to minimise column width