ELIS 2013 Manual

ELIS Users

Profile Fields

User profile field linkA powerful feature of ELIS is the ability to auto-assign users to user sets by looking at data in the user's custom profile fields. The user set can then be associated to tracks and its users can be auto-enrolled in classes of the track. Once ELIS setup is complete users can be assigned to different user sets, programs, tracks, and classes by their custom profile field settings.

In ELIS 2.0 users can be assigned to user sets via either dropdown menu custom profile fields, text input profile fields, or checkbox profile fields. Dropdown menu profile fields give users a drop down list of choices to choose from by which they can be added to a user set. Text input profile fields enable users to enter text (or numbers or symbols) and be added to user sets associated with that alphanumeric string.

To create Moodle custom profile fields go to the Administration block > Users > Accounts > User profile fields.

Creating a Profile Field Category

From the user profile fields screen, new profile field categories can be created. Select the "Create a new profile category" button to add a profile category. In the image there is a profile category visible at the top of the page, DCHS. Once categories are created use the icons to the right of the category to edit, delete, or move the category.

We'll create a new category then create a profile field and add it to the category. To start we'll select the "Create a new profile category" button.

User profile fields:
Create profile field category link

Next we give the category a name and save changes.

Creating profile field category link

The new category we created, Training Programs, has been added to the user profile field screen as shown in the next image.

Creating a Menu of Choices Profile Field

Now we are going to add a profile field to the new category. Scroll down to the bottom of the page to the "Create a new profile field" drop down menu. For this example we'll create a menu of choices profile field.

User profile fields:
Drop down menu profile field

Start by giving the profile field a short name and name. Adding a description is optional.
Creating a profile field
Scroll down the page to the next group of settings that control the profile field. The next image is showing these settings. The settings are:
  • Is this field required? - If a field is required the user will have to make a selection for the field when editing their profile. There are some exceptions, if the field is also locked the user will not be able to edit the field. Fields set to required will automatically start with Choose... as the default value.
  • Is this field locked? - If the field is locked, the user can not change the field when editing their profile. Only users with admin access can edit fields that are locked.
  • Should the data be unique? - The default value for this is no.
  • Display on the signup page? - Turn this setting on to display the profile field in the user profile screen. If turned off, the profile field will only be visible when editing the user profile.
  • Who is this field visible to? - The default setting for this is visible to everyone.
  • Category - Select a category to add this profile field to.
  • Menu options - The specific settings menu options are the options that will be associated to clusters. Each option can be linked to a different outcome.
  • Default value - The default value is the value users will start with for the profile field when entered into the system. If a default value is added, it has to be one of the menu options for the profile field.
Creating dropdown menu profile field

For this example the field will be locked so users can not change their Project Management Level setting. I've entered the menu options none, PM1, PM2, PM3. The options all map to different levels of Project Management in the program. Later, in the User Set section of this book, we will associate menu options to user sets.

Default Value

To have all users in the system have their Project Management Level profile field automatically start at "PM1", we would enter "PM1" in the default value to the example above. If all users in the system will not be assigned a value for this profile field, having "none" as the default value would be a better setup.

Editing Profile Fields

The next image of the user profile field screen shows the new profile field we created above. To edit the profile field select the edit icon shown in the image.

Profile field edit icon

Text input profile fields are covered later in the "Auto-Assigning Users via a Passcode" page of this book.