ELIS 1.9 Manual

Organizational Clusters

The New Organizational Clusters in ELIS:
Organizational clusters in ELIS now provide users new ways to organize their programs by enabling nested hierarchies of organizational clusters. For example, the corporate organization below, we have a corporate structure mapped to ELIS- with the ACME Software organization containing sub-clusters of users in Development and Sales Associates.

This structure can be used to enroll uses in courses and/or programs of courses, to setup hierarchies of user, course, and program management, and to control who sees what on the reports generated by the ELIS Reporting system.

This enables an organization administrator to assign the Sales Training Curriculum to the ACME Software Sales Associates sub-cluster.

Curriculum Aministration block with clusters and curricula at top level

Organizational Cluster Settings:

Create cluster screen
  1. User Association: Users can be auto-associated to the cluster via Moodle profile fields.
  2. Classification: Clusters can be given different sets of default settings via the new Classification functionality (see below). All clusters of a given classification will start with the default settings for groups, groupings, etc. that are set in the classification screen. Site administrators can classify organizational clusters into categories that match their function, for example top level clusters might be an Organization, while sub-clusters might be a unit, division, school, or department.
  3. Cluster Display Settings: Set the priority for the cluster, the cluster with the highest number will be displayed first in the Curriculum Administration block. For example, a cluster with priority 2 will be shown before a cluster with the priority 1.
  4. Group Association: If the corresponding configuration setting for Cluster Group Settings is activated (in Program Administration/Admin/Configuration) then Moodle groups in courses and on the site level are automatically created for each cluster, and cluster users are auto-enrolled in the groups when they are enrolled via ELIS into the Moodle course.
  5. Cluster Themes: Different clusters can have different themes, and there is also a theme priority. For example, the Sales department might have it's own theme, that overrides the corporate theme, due to it having a higher priority.

Other organizational cluster features:

Clusters are site wide (organizational) groups. You can add users to a cluster either manually or automatically via their custom profile fields.

Clusters can be used to assign users to curricula and tracks.

Clusters are used by the ELIS Reporting System to provide granular reports.

When a cluster is associated with a curriculum, all users in that cluster are associated with that curriculum. Clusters can be assigned to curricula at the cluster screen and at the curricula screen.

Clusters can be associated with tracks - When a cluster is associated with a track, all users in the cluster that can be enrolled in tracks/classes will be.

Clusters can be used to create groups in Moodle courses.

Cluster classification - organizational clusters can be put into classifications - with different default settings for each classification - for instance one classification might auto-enroll all users into groups in a Moodle course by default. Of course you can override these defaults at the individual organizational cluster level.