[LON-CAPA-cvs] cvs: loncom /html/adm/help/tex Course_Add_Student.tex Course_Change_Privileges.tex Course_Create_Class_List.tex Course_Drop_Student.tex Course_Editing_Custom_Roles.tex Course_View_Class_List.tex

raeburn lon-capa-cvs-allow@mail.lon-capa.org
Mon, 24 Dec 2007 17:47:13 -0000


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raeburn		Mon Dec 24 12:47:13 2007 EDT

  Modified files:              
    /loncom/html/adm/help/tex	Course_Add_Student.tex 
                             	Course_Change_Privileges.tex 
                             	Course_Create_Class_List.tex 
                             	Course_Drop_Student.tex 
                             	Course_Editing_Custom_Roles.tex 
                             	Course_View_Class_List.tex 
  Log:
  - Help files updated to describe access to user management functionality from a single CUSR icon/button/link.
  - New functionality (user search, user list display, bulk changes to user roles) documented.   
  
  
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Index: loncom/html/adm/help/tex/Course_Add_Student.tex
diff -u loncom/html/adm/help/tex/Course_Add_Student.tex:1.4 loncom/html/adm/help/tex/Course_Add_Student.tex:1.5
--- loncom/html/adm/help/tex/Course_Add_Student.tex:1.4	Sun Jun 19 13:58:59 2005
+++ loncom/html/adm/help/tex/Course_Add_Student.tex	Mon Dec 24 12:47:08 2007
@@ -1,12 +1,18 @@
 \label{Course_Add_Student}
-To modify the class list, you must be the Course Coordinator for that class and do the following: 
+To modify the class list, you must either be the Course Coordinator for that class, or have a custom role with the appropriate ``Grant/revoke role of Student'' privilege. Do the following: 
 
 \begin{enumerate}
 
-\item Select \textbf{ENRL} on the Remote Control or Main Menu.
-\item Click the \underbar{Enroll a single student} link. 
-\item Enter the student's user name and click the {[}Begin Enrollment{]} button. 
-\item Enter the relevant student information, login type, and start/end dates for the student.
-\item Click the {[}Enroll as Student{]} button to complete the process.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu
+\item Click the \underbar{Enroll a Single Student} link.
+\item You can use the \textbf{User Search} section to search for a user by username, or last name, in a specific LON-CAPA domain, or in an institutional directory, if the domain has access to an institutional directory search service.  You can also click the \textbf{Select User} link and a window will open with a list of all the users in the course.
+
+\textbf{Note}: If you know the exact username, you can either use a ``username is ...'' search in the search section, or  type the username in the textbox in the \textbf{Create a new user} section.
+
+\item Click the  \textbf{Search} or \textbf{Create User} button, as appropriate.
+
+\item Enter the relevant student information, login type, start/end dates, and optional section affiliation for the student.
+\item Click the {[}Enroll Student{]} button to complete the process.
 
 \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Change_Privileges.tex
diff -u loncom/html/adm/help/tex/Course_Change_Privileges.tex:1.2 loncom/html/adm/help/tex/Course_Change_Privileges.tex:1.3
--- loncom/html/adm/help/tex/Course_Change_Privileges.tex:1.2	Tue Aug  8 13:47:26 2006
+++ loncom/html/adm/help/tex/Course_Change_Privileges.tex	Mon Dec 24 12:47:08 2007
@@ -1,23 +1,22 @@
-\label{Course_Change_Privileges}
-To modify a user's privileges, do the following:
+\label{ Course_Change_Privileges}
+To add a user to a course or to modify a user's privileges, do the following: (Note: if creation of new users is not permitted in your domain, you will only be able to add a user with an existing account in the LON-CAPA system). As an author (role selected), you can use this same mechanism to grant users co-author access to your authoring space.
 
 \begin{enumerate}
 
-\item Click \textbf{CUSR} on the remote control.
-\item At the \textbf{Create User, Change User Privileges} screen under
-  the heading \textbf{Set Individual User Roles}, type the username in the textbox.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv} or \textbf{CUSR}) in the \textbf{Main Menu} page.
+\item Click the \underbar{Add/Modify a Single Course User} link.
+\item You can use the \textbf{User Search} section to search for a user by username, or last name, in a specific LON-CAPA domain, or in an institutional directory, if the domain has access to an institutional directory search service.  You can also click the \textbf{Select User} link and a window will open with a list of all the users in the course.  
 
-\textbf{Note}: If you don't know the username, click the \textbf{Select User} link and a window 
-will open with a list of all the users in the course. Select a User.
+\textbf{Note}: If you know the exact username, you can either use a ``username is ...'' search in the search section, or  type the username in the textbox in the \textbf{Create a new user} section.
 
-\item Click the \textbf{User Role} button.
+\item Click the  \textbf{Search} or \textbf{Create User} button, as appropriate.
 
-\textbf{Note}: At the \textbf{Change User Privileges} screen the user's existing roles and 
-available roles are listed.
+\textbf{Note}: If the user exists, the \textbf{Modify existing user} screen will display the user's information, existing roles and roles you can assign. Which fields appear as textboxes in the \textbf{Personal Data} table, and may be modified, will depend on policies set for the domain.
 
-\item Click the box next to the roles you wish to revoke or add to the user. If 
-you are adding roles, input the group/section if applicable and the starting/ending 
-dates for the roll.
+\textbf{Note}: If this will be a new user, the \textbf{Create New User} screen will display fields to type in the user's nformation, and roles you can assign.
+
+\item Click the box next to the roles you wish to revoke, or add to the user. If 
+you are adding roles, a section can be assigned (not required) by choosing from existing sections or typing a new one. You can also provide starting and ending dates for the role.
 \item Click \textbf{Modify user}.
 
 \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Create_Class_List.tex
diff -u loncom/html/adm/help/tex/Course_Create_Class_List.tex:1.8 loncom/html/adm/help/tex/Course_Create_Class_List.tex:1.9
--- loncom/html/adm/help/tex/Course_Create_Class_List.tex:1.8	Wed Jul 12 13:28:31 2006
+++ loncom/html/adm/help/tex/Course_Create_Class_List.tex	Mon Dec 24 12:47:08 2007
@@ -1,15 +1,16 @@
 \label{Course_Create_Class_List}
-To modify the class list you must be the Course Coordinator for that class and do the following: 
+As Course Coordinator in a class you can upload course rosters containg lists of students, or alternatively lists of teaching personnel (excluding additional Course Coordinators). Intended roles (instructor, TA, student etc.) for each user can be either read from the file, or a default can be specified. As an author (role selected), you can use this same mechanism to upload lists of users to whom you wish to grant co-author roles for your authoring space.   
 
 \begin{enumerate}
 
-\item Select \textbf{ENRL} on the Remote Control or Main Menu.
-\item Click on the \underbar{Upload a class list} link. 
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}  
+\textbf{CUSR}) on the Main Menu
+\item Click the \underbar{Upload a File of Course Users} link. 
 \item  Type the path to the file that contains 
-   the class list, or click the {[}Browse...{]} button to locate the file on your machine.
+   the user list, or click the {[}Browse...{]} button to locate the file on your machine.
 \item Select the appropriate file type from the drop-down menu (usually \textbf{CSV 
    spreadsheet}). 
-\item Click the {[}Upload class list{]} button. To see how to
+\item Click the {[}Upload file of users{]} button. To see how to
    generate a CSV file, see \ref{Course_Convert_To_CSV}.
 \item The next screen allows you to associate the uploaded spreadsheet's columns 
    with the necessary student fields, such as: \textbf{Last Name}, \textbf{First Name}, 
@@ -20,8 +21,10 @@
       (if, for example, you wish to make the students' initial passwords the 
       same as their student numbers), click the \fbox{Reverse 
       Association} button.  Then you can assign columns of the spreadsheet to more 
-      than one field. You can also set the login type and the start/end dates for 
+      than one field. You can also set the login type, the start/end dates for 
    the students from this page.
 
-\item Once you have the enrollment information set,  click the \fbox{Update class list} button to finish. 
+\item Once you have the column assignment and defaults set,  click the \fbox{Update Users} button to finish.  
+
+\item If you had checked the "Full Update" box, after processing of the uploaded file, a list of students who are in the course, but who were not listed in the uploaded file will be displayed, and you will have the opportunity to drop some, or all, of those students.
 \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Drop_Student.tex
diff -u loncom/html/adm/help/tex/Course_Drop_Student.tex:1.4 loncom/html/adm/help/tex/Course_Drop_Student.tex:1.5
--- loncom/html/adm/help/tex/Course_Drop_Student.tex:1.4	Mon Jul 31 15:14:49 2006
+++ loncom/html/adm/help/tex/Course_Drop_Student.tex	Mon Dec 24 12:47:08 2007
@@ -3,10 +3,11 @@
 class and do the following: 
 
 \begin{enumerate}
-  
-\item Select \textbf{ENRL} on the Remote Control or Main Menu.
-\item Click the \underbar{Drop Students} link. 
-\item Page opens with list of students enrolled in your course.  Click the boxes next to the names of the students you wish to drop.
+ 
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu, or the Remote Control (if used).
+\item Click the \underbar{Drop Students} link.
+\item Page opens with list of students with current access to your course.  Click the boxes next to the names of the students you wish to drop.
 \item Click the \fbox{Drop Students} button to finish.
 
 \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex
diff -u loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex:1.1 loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex:1.2
--- loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex:1.1	Mon Aug 25 15:22:03 2003
+++ loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex	Mon Dec 24 12:47:08 2007
@@ -1,23 +1,27 @@
 \label{Course_Editing_Custom_Roles}
 
-To edit a custom role privileges, do the following:
+To create a custom role, or edit privileges assigned to an existing role, do the following:
 
 \begin{enumerate}
 
-\item Click \textbf{CUSR} on the remote control, or if you are using the
-text menu, select \textbf{Main Menu}, then \textbf{user roles}.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu, or the remote control (if used).
 
-\item At the \textbf{Create Users, Change User Privileges} screen
-  under the heading \textbf{Edit Custom Role Privileges}, select the
-  role you wish to edit from the drop down menu.
+\item Click the \underbar{Edit Custom Roles} link.
+
+\item  Select the  role you wish to edit from the drop down menu.
 
   To create a new role, select \textbf{Generate new role ...} from the
   drop-down menu, and give the new role a name.
 
 \item Click \textbf{Custom Role Editor}.
-The screen will display the privileges set and available to select for this role.
+The screen will display the privileges set, and available to assign to this role.
+
+When creating a new role, buttons are available to use privileges which apply to 
+standard predefined roles in the system (Course Coordinator, Instructor, Teaching Assistant etc.)
+as a starting point for assigning privileges to the new role.
 
-\item Update the privileges you wish this custom role to have.
+\item Update the privileges you wish to assign to the custom role.
 
 \item Click \textbf{Define Role}.
 
Index: loncom/html/adm/help/tex/Course_View_Class_List.tex
diff -u loncom/html/adm/help/tex/Course_View_Class_List.tex:1.1 loncom/html/adm/help/tex/Course_View_Class_List.tex:1.2
--- loncom/html/adm/help/tex/Course_View_Class_List.tex:1.1	Wed Sep  3 16:42:32 2003
+++ loncom/html/adm/help/tex/Course_View_Class_List.tex	Mon Dec 24 12:47:08 2007
@@ -1,14 +1,27 @@
 \label{Course_View_Class_List}
-To view your class list, do the following:
+As Course Coordinator, you can generate sorted lists of users in a course, filtered by status, 
+role, section, and or group affiliation in a variety of formats (HTML for display, or CSV or Excel for download). As an author (role selected), you can use this same mechanism to display information about co-authors assigned to your authoring space.  
 
 \begin{enumerate}
 
-\item Click \textbf{ENRL} on the remote control.
-\item At the \textbf{Enrollment Manager} screen, select the \textbf{View Class List} link.
-\item At the \textbf{Current Class List} screen, select the student status you wish to view 
-from the student status pulldown menu.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu, or the remote control (if used).
+
+\item Click the \underbar{Display Class Lists and Manage Multiple Users} link.
+
+\item At the \textbf{Current Class List} screen, select the user status, and role type you wish to view from the status and role pulldown menus.  If the course contains users affiliated with sections, and additional pulldown will be available to select the section. A groups pulldown menu is included if groups have been created in the course.
+
+\item To change the sort order of the users list, click on a column title in the table, to sort by the attribute in that column. 
+
+\item Use the ``\textbf{Action to take for selected users}'' pulldown menu, if you wish to modify start/end dates, or section assignments for a number of users all at once.
+   
+Note: a checkbox to include a user (and role) in this bulk action is only available when you have the privileges to modify that role.
+
+Select an action from the pulldown menu.  In all cases, except when revoking a role, this will cause a separate window to open where you will choose the new access dates or section change to apply. 
+
+\item Check the checkboxes for the users to modify and click the \fbox{Proceed} button.
 
 \end{enumerate}
 
-Note: You also have the choice to output the class list to CVS format or Excel 
-format. To do this, select the \textbf{CVS} or \textbf{Excel} links.
+Note: When displaying user lists you also have the choice to output the users list to CVS format 
+or Excel format. To do this, select the \textbf{CVS} or \textbf{Excel} links.

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