ELIS 1.9 Manual

ELIS Users

Example: Auto-Assigning Users via a Passcode

In ELIS 1.8 we added functionality to enable users to be automatically assigned to clusters via text entry fields. This opens up a great deal of flexibility on how users can be assigned to clusters, and thereby assigned to curricula, courses, tracks, etc. Text entry fields might be used for users to enter a wide range of information, the example below covers how a user might enter a passcode that would assign them to a cluster.

The first step is to set up a text input profile field. To do this, click the "User profile fields" link in the Moodle Site Administration block.

User profile fields link

For this example, choose the "Text input" custom profile field type.

Link to create text input profile field

Create the shortname and the name. For this example we'll use 'passcode' for the shortname (1) and "Pass Code" for the field's Name. (2). Enter a description so that users know what the field is for (3).

Creating a text input profile field

Next, we can set the other parameters for this field - for this example we'll display the field on the sign-up page so that when users register they can enter a passcode for automatic enrollment.

We'll also set this field to be a password type of field.

Creating a text input profile field

Click "Save Changes" to save the new field.

New text input profile field

Setting up a cluster and linking it to the "Passcode" profile field.

Next, we'll set up a cluster and link to a value in the profile field we just created above. Click on Manage Clusters in the Curriculum Administration block.

Manage Clusters link

Next click the 'Add Cluster' button.

Add Cluster button

In the cluster creation screen enter:
  1. Name: Pass Code
  2. Description
  3. Auto-associate users with profile field: Select the name of the profile field we created from the menu of choices, Pass Code.
  4. Profile field value: For this cluster, we'll set the Pass Code to "text" by entering that value in the text input field. This means that all users who enter "text" in their "Pass Code" profile field, will be automatically enrolled in the cluster.
Adding cluster screen

Now we'll login as a student. On the student's profile we can see the custom profile fields on the site (your site may look different depending on what you have named the profile fields and how many you have created). Select the Edit Profile tab to edit the pass code field. Since we made the Pass Code field a Password field type above, the entry for the field is obsfucated (this prevents users from viewing each other's passwords when they are in a computer lab, coffee shop, etc.).

Edit profile to enter passcode

Note: If you were using a state, institution name, etc. you might not want to use the password field setting. If you turn this off, then users can see the text they are entering.

Next, we'll log back in as an administrator, and go to the Manage Clusters screen, and click on the User's icon to see the users in the cluster.

Cluster user icon

Now we can see the user above is automatically added to the cluster. If more users enter 'text' in their passcode profile field, they will be added to the cluster as well.

Cluster user auto-association

In practice:

A few ways you can utilize the example above:
1. You could have several clusters with different passcodes and provide specific users with different passcodes via email or other means. Now those users can enter the passcodes you sent them and be automatically added to the cluster. If the cluster is linked to a curriculum as described below, the users would be automatically added to the curriculum the passcode is linked to.

2. Instead of passcode, you could use a state name, institution name, etc. and have users be automatically added to a cluster (and thereby curricula, courses, tracks, etc.) when they enter a particular name. For example all the users from ACME Corp. could go in a cluster, all the users in Mrs. Johnson's Class, all the users from Pismo Beach, etc.