ELIS 2014 Manual

Organizational User Sets

Organizational User Sets in ELIS:
Organizational User Sets in ELIS provide users new ways to organize their programs by enabling nested hierarchies of organizational user sets.

For example, the corporate organization below, we have a corporate structure mapped to ELIS- with the ACME Corporation containing user sub-sets in Customer Service, Development, Management, and Sales.

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 Management Certificate Program to the Management user sub-set.

Program Management block user set organizational structure

Organizational User Set Settings:

Create organizational user set
  1. User Association: Users can be auto-associated to the user set via Moodle profile fields.
  2. Associated Group: If the corresponding configuration setting for User Set Group Settings is activated (in Program Administration/Admin/Configuration) then Moodle groups in courses and on the site level are automatically created for each user set, and user set users are auto-enrolled in the groups when they are enrolled via ELIS into the Moodle course.
  3. User Set Classification: User Sets can be given different sets of default settings via the new Classification functionality (see below). All user sets 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 users sets into categories that match their function, for example top level user sets might be an Organization, while user sub-sets might be a unit, division, school, or department.
  4. Display Settings: Set the priority for the user set, the user set with the highest number will be displayed first in the Program Administration block. For example, a user set with priority 2 will be displayed before a user set with priority 1.
  5. User SetThemes: Different user sets 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 user set features:

User Sets are site wide (organizational) groups. You can add users to a user set either manually or automatically via their custom profile fields.

User Sets can be used to assign users to programs and tracks.

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

When a user set is associated with a program, all users in that user set are associated with that program. User Sets can be assigned to programs at the user set screen and at the programs screen.

User Sets can be associated with tracks - When a user set is associated with a track, all users in the user set that can be enrolled in tracks/classes will be.

User Sets can be used to create groups in Moodle courses.

User Set classification - organizational user sets 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 user set level.