ELIS 2.0 Manual

Setting up Class Instances

Class Manager Role

In this use case we are creating a role for a class manager assistant. The requirements for this role are:
  • Editing users status in any class on the site and
  • Viewing and downloading the class roster report in any class on the site.
This role should be assigned to users at the system level to enable access to all classes on the site.

Creating the Role


To create the role go to the Settings block > Site Administration > Users > Permissions > Define roles and then select the Add a new role button at the bottom of the page. The following 5 permissions are enabled for this role:
  1. View ELIS reports - block/php_report:view
  2. Manage class instance enrollments - elis/program:class_enrol
  3. View class instance - elis/program:class_view
  4. Manage track enrollments - elis/program:track_enrol
  5. Can view reports for all users - elis/program:viewreports

Assigning the Role


To assign system level roles go to the Settings block > Site Administration > Users > Permissions > Assign system roles. Select the role you want to assign a user to.

Selecting class manager role

Then select the user and assign them the role. The following image is showing the screen:
  1. Search for a user
  2. Select the user from the list
  3. Then select the Arrow button to assign the role.
Assigning Class Manager Role at the system level

Class Manager Assistant

The user assigned the role at the system level will be able to:

  1. Access all the classes on the site by going to the Progress Reports block > Programs > Manage Class Instances.
  2. Select classes by their ID Number on the Manage Class Instances screen to link to the class.

Class Manager view

Once linked to the class the user can select the Enrollments tab of the class to edit user status/grades.
  1. The Bulk Edit button will open a screen with all the users enrolled in the class, the status and grade of all the users can be updated from this screen.
  2. The Edit icon for each user can also be used to update status/grades. One benefit of using the individual edit feature is the completion elements can also be graded from this screen. Bulk edit does not allow grading of completion elements for the users.
Class Manager's view of class enrollment tab

In this example I selected option 2. In the next image the record has been updated and the Update Enrollment button is being selected.

Class Manager editing a user grade

Now the user record on the Enrollment tab is updated.

Class Manager view of enrollments tab for a class

The other requirement for this role is to enable the viewing and downloading of the Class Roster Report. The user selects the Reports tab of the Class to view the links that generate the Class Roster Report and Class Completion Report.

Class Manager reports tab for a class

The next image shows the class roster report generated above. The reports shows:
  • The course name
  • The class id number
  • The name of students enrolled in the class and their email.
Class Manager view of a report

Select the report icons in the upper left hand corner to:
  1. Configure the report. This is a system level role, on the configure report screen a report can be generated for any class on the site.
  2. Download a PDF version of the report.
  3. Download an excel version of the report.