ELIS 2014 Manual

Step by Step Example Program Setup

Creating a User Set and Profile Field

A powerful feature of ELIS is the ability to auto-assign users to courses by looking at data in the user's profile fields. In the case of this example program, we are going to assign employees of the Little Big Company to take a new Project Management program based on a setting in their user profile field. In this case, users who have not taken any Project Management courses are going to have a value in their profile field set to "PM0" - meaning they have not achieved any level of Project Management certification. When users are going to be loaded into the system with this setting, they will be automatically enrolled into the Level 1 project management certificate program*.

To set up a user set, click the Add User Set button in Manage User Sets. In the Auto-associate drop down, you'll choose the custom profile fields to be used to auto-assign users to this user set.

Create user set screen

If you have not created these custom fields, here is how you can do it:
User profile field link

Go to the Settings block > Site Administration > Users > Accounts > User profile fields. Choose the "Menu of choices" profile field type.

Create menu of choices user profile field link

Give the field a short name and name. In this example, we name it ProjectManagement because this field will be used to record the level of Project Management certification the user has achieved.

Creating user profile field

In the screen below - I've entered the menu options PM0-PM3 - these four options map to the different levels of Project Management certification in the program. In this example there will be a program that will map to each of the menu options below. The field will be locked so users can not change their Project Management Level setting.

Creating user profile field

To have all users in the system have their Project Management Level profile field automatically start at PM0, we enter PM0 as the default value to the example above.

Next we'll create a user set of users and map that user set to load all users who have their PM level set to PM1. To create a user set got to the Program Management block > Users > Manage User Sets and select the Add User Set button.

Add user set button

Here we'll give the user set a name, and description, and then we'll choose the user profile field to associate with this user set. In this example we're associating the Project Management Level profile field we created previously, and with this user set we'll associate the PM0 value - so all users with the PM0 value will be auto-enrolled in the user set.

Creating a user set

Save changes and you can see the new user set:
User set Details tab

And when you click the Users tab you can see the list of users who are now associated with this user set. All users with the Project Management Level profile field set to PM0 have been automatically added to the user set. Users automatically assigned to the user set via a profile field value can only be removed from the user set by changing the profile field value that added them to the user set.

User set Users tab

The next step will be to add a new track and match it with the program. As mentioned previously, ELIS tracks are used to deliver the actual classes of a program.

Add track button

*In a case where users might have prior training and/or certification in Project Management, Administrators can set specific users to a different level manually or during data import.