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List:       lon-capa-cvs
Subject:    [LON-CAPA-cvs] cvs: loncom /html/adm/help/tex Course_Add_Student.tex Course_Change_Privileges.tex Co
From:       raeburn <lon-capa-cvs-allow () mail ! lon-capa ! org>
Date:       2007-12-24 17:47:13
Message-ID: cvsraeburn1198518433 () cvsserver
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raeburn		Mon Dec 24 12:47:13 2007 EDT

  Modified files:              
    /loncom/html/adm/help/tex	Course_Add_Student.tex 
                             	Course_Change_Privileges.tex 
                             	Course_Create_Class_List.tex 
                             	Course_Drop_Student.tex 
                             	Course_Editing_Custom_Roles.tex 
                             	Course_View_Class_List.tex 
  Log:
  - Help files updated to describe access to user management functionality from a \
                single CUSR icon/button/link.
  - New functionality (user search, user list display, bulk changes to user roles) \
documented.     
  


["raeburn-20071224124713.txt" (text/plain)]

Index: loncom/html/adm/help/tex/Course_Add_Student.tex
diff -u loncom/html/adm/help/tex/Course_Add_Student.tex:1.4 \
                loncom/html/adm/help/tex/Course_Add_Student.tex:1.5
--- loncom/html/adm/help/tex/Course_Add_Student.tex:1.4	Sun Jun 19 13:58:59 2005
+++ loncom/html/adm/help/tex/Course_Add_Student.tex	Mon Dec 24 12:47:08 2007
@@ -1,12 +1,18 @@
 \label{Course_Add_Student}
-To modify the class list, you must be the Course Coordinator for that class and do \
the following:  +To modify the class list, you must either be the Course Coordinator \
for that class, or have a custom role with the appropriate ``Grant/revoke role of \
Student'' privilege. Do the following:   
 \begin{enumerate}
 
-\item Select \textbf{ENRL} on the Remote Control or Main Menu.
-\item Click the \underbar{Enroll a single student} link. 
-\item Enter the student's user name and click the {[}Begin Enrollment{]} button. 
-\item Enter the relevant student information, login type, and start/end dates for \
                the student.
-\item Click the {[}Enroll as Student{]} button to complete the process.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu
+\item Click the \underbar{Enroll a Single Student} link.
+\item You can use the \textbf{User Search} section to search for a user by username, \
or last name, in a specific LON-CAPA domain, or in an institutional directory, if the \
domain has access to an institutional directory search service.  You can also click \
the \textbf{Select User} link and a window will open with a list of all the users in \
the course. +
+\textbf{Note}: If you know the exact username, you can either use a ``username is \
...'' search in the search section, or  type the username in the textbox in the \
\textbf{Create a new user} section. +
+\item Click the  \textbf{Search} or \textbf{Create User} button, as appropriate.
+
+\item Enter the relevant student information, login type, start/end dates, and \
optional section affiliation for the student. +\item Click the {[}Enroll Student{]} \
button to complete the process.  
 \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Change_Privileges.tex
diff -u loncom/html/adm/help/tex/Course_Change_Privileges.tex:1.2 \
                loncom/html/adm/help/tex/Course_Change_Privileges.tex:1.3
--- loncom/html/adm/help/tex/Course_Change_Privileges.tex:1.2	Tue Aug  8 13:47:26 \
                2006
+++ loncom/html/adm/help/tex/Course_Change_Privileges.tex	Mon Dec 24 12:47:08 2007
@@ -1,23 +1,22 @@
-\label{Course_Change_Privileges}
-To modify a user's privileges, do the following:
+\label{ Course_Change_Privileges}
+To add a user to a course or to modify a user's privileges, do the following: (Note: \
if creation of new users is not permitted in your domain, you will only be able to \
add a user with an existing account in the LON-CAPA system). As an author (role \
selected), you can use this same mechanism to grant users co-author access to your \
authoring space.  
 \begin{enumerate}
 
-\item Click \textbf{CUSR} on the remote control.
-\item At the \textbf{Create User, Change User Privileges} screen under
-  the heading \textbf{Set Individual User Roles}, type the username in the textbox.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv} or \
\textbf{CUSR}) in the \textbf{Main Menu} page. +\item Click the \underbar{Add/Modify \
a Single Course User} link. +\item You can use the \textbf{User Search} section to \
search for a user by username, or last name, in a specific LON-CAPA domain, or in an \
institutional directory, if the domain has access to an institutional directory \
search service.  You can also click the \textbf{Select User} link and a window will \
open with a list of all the users in the course.    
-\textbf{Note}: If you don't know the username, click the \textbf{Select User} link \
                and a window 
-will open with a list of all the users in the course. Select a User.
+\textbf{Note}: If you know the exact username, you can either use a ``username is \
...'' search in the search section, or  type the username in the textbox in the \
\textbf{Create a new user} section.  
-\item Click the \textbf{User Role} button.
+\item Click the  \textbf{Search} or \textbf{Create User} button, as appropriate.
 
-\textbf{Note}: At the \textbf{Change User Privileges} screen the user's existing \
                roles and 
-available roles are listed.
+\textbf{Note}: If the user exists, the \textbf{Modify existing user} screen will \
display the user's information, existing roles and roles you can assign. Which fields \
appear as textboxes in the \textbf{Personal Data} table, and may be modified, will \
depend on policies set for the domain.  
-\item Click the box next to the roles you wish to revoke or add to the user. If 
-you are adding roles, input the group/section if applicable and the starting/ending 
-dates for the roll.
+\textbf{Note}: If this will be a new user, the \textbf{Create New User} screen will \
display fields to type in the user's nformation, and roles you can assign. +
+\item Click the box next to the roles you wish to revoke, or add to the user. If 
+you are adding roles, a section can be assigned (not required) by choosing from \
existing sections or typing a new one. You can also provide starting and ending dates \
for the role.  \item Click \textbf{Modify user}.
 
 \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Create_Class_List.tex
diff -u loncom/html/adm/help/tex/Course_Create_Class_List.tex:1.8 \
                loncom/html/adm/help/tex/Course_Create_Class_List.tex:1.9
--- loncom/html/adm/help/tex/Course_Create_Class_List.tex:1.8	Wed Jul 12 13:28:31 \
                2006
+++ loncom/html/adm/help/tex/Course_Create_Class_List.tex	Mon Dec 24 12:47:08 2007
@@ -1,15 +1,16 @@
 \label{Course_Create_Class_List}
-To modify the class list you must be the Course Coordinator for that class and do \
the following:  +As Course Coordinator in a class you can upload course rosters \
containg lists of students, or alternatively lists of teaching personnel (excluding \
additional Course Coordinators). Intended roles (instructor, TA, student etc.) for \
each user can be either read from the file, or a default can be specified. As an \
author (role selected), you can use this same mechanism to upload lists of users to \
whom you wish to grant co-author roles for your authoring space.     
 \begin{enumerate}
 
-\item Select \textbf{ENRL} on the Remote Control or Main Menu.
-\item Click on the \underbar{Upload a class list} link. 
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}  
+\textbf{CUSR}) on the Main Menu
+\item Click the \underbar{Upload a File of Course Users} link. 
 \item  Type the path to the file that contains 
-   the class list, or click the {[}Browse...{]} button to locate the file on your \
machine. +   the user list, or click the {[}Browse...{]} button to locate the file on \
your machine.  \item Select the appropriate file type from the drop-down menu \
(usually \textbf{CSV   spreadsheet}). 
-\item Click the {[}Upload class list{]} button. To see how to
+\item Click the {[}Upload file of users{]} button. To see how to
    generate a CSV file, see \ref{Course_Convert_To_CSV}.
 \item The next screen allows you to associate the uploaded spreadsheet's columns 
    with the necessary student fields, such as: \textbf{Last Name}, \textbf{First \
Name},  @@ -20,8 +21,10 @@
       (if, for example, you wish to make the students' initial passwords the 
       same as their student numbers), click the \fbox{Reverse 
       Association} button.  Then you can assign columns of the spreadsheet to more 
-      than one field. You can also set the login type and the start/end dates for 
+      than one field. You can also set the login type, the start/end dates for 
    the students from this page.
 
-\item Once you have the enrollment information set,  click the \fbox{Update class \
list} button to finish.  +\item Once you have the column assignment and defaults set, \
click the \fbox{Update Users} button to finish.   +
+\item If you had checked the "Full Update" box, after processing of the uploaded \
file, a list of students who are in the course, but who were not listed in the \
uploaded file will be displayed, and you will have the opportunity to drop some, or \
all, of those students.  \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Drop_Student.tex
diff -u loncom/html/adm/help/tex/Course_Drop_Student.tex:1.4 \
                loncom/html/adm/help/tex/Course_Drop_Student.tex:1.5
--- loncom/html/adm/help/tex/Course_Drop_Student.tex:1.4	Mon Jul 31 15:14:49 2006
+++ loncom/html/adm/help/tex/Course_Drop_Student.tex	Mon Dec 24 12:47:08 2007
@@ -3,10 +3,11 @@
 class and do the following: 
 
 \begin{enumerate}
-  
-\item Select \textbf{ENRL} on the Remote Control or Main Menu.
-\item Click the \underbar{Drop Students} link. 
-\item Page opens with list of students enrolled in your course.  Click the boxes \
next to the names of the students you wish to drop. + 
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu, or the Remote Control (if used).
+\item Click the \underbar{Drop Students} link.
+\item Page opens with list of students with current access to your course.  Click \
the boxes next to the names of the students you wish to drop.  \item Click the \
\fbox{Drop Students} button to finish.  
 \end{enumerate}
Index: loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex
diff -u loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex:1.1 \
                loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex:1.2
--- loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex:1.1	Mon Aug 25 15:22:03 \
                2003
+++ loncom/html/adm/help/tex/Course_Editing_Custom_Roles.tex	Mon Dec 24 12:47:08 2007
@@ -1,23 +1,27 @@
 \label{Course_Editing_Custom_Roles}
 
-To edit a custom role privileges, do the following:
+To create a custom role, or edit privileges assigned to an existing role, do the \
following:  
 \begin{enumerate}
 
-\item Click \textbf{CUSR} on the remote control, or if you are using the
-text menu, select \textbf{Main Menu}, then \textbf{user roles}.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu, or the remote control (if used).
 
-\item At the \textbf{Create Users, Change User Privileges} screen
-  under the heading \textbf{Edit Custom Role Privileges}, select the
-  role you wish to edit from the drop down menu.
+\item Click the \underbar{Edit Custom Roles} link.
+
+\item  Select the  role you wish to edit from the drop down menu.
 
   To create a new role, select \textbf{Generate new role ...} from the
   drop-down menu, and give the new role a name.
 
 \item Click \textbf{Custom Role Editor}.
-The screen will display the privileges set and available to select for this role.
+The screen will display the privileges set, and available to assign to this role.
+
+When creating a new role, buttons are available to use privileges which apply to 
+standard predefined roles in the system (Course Coordinator, Instructor, Teaching \
Assistant etc.) +as a starting point for assigning privileges to the new role.
 
-\item Update the privileges you wish this custom role to have.
+\item Update the privileges you wish to assign to the custom role.
 
 \item Click \textbf{Define Role}.
 
Index: loncom/html/adm/help/tex/Course_View_Class_List.tex
diff -u loncom/html/adm/help/tex/Course_View_Class_List.tex:1.1 \
                loncom/html/adm/help/tex/Course_View_Class_List.tex:1.2
--- loncom/html/adm/help/tex/Course_View_Class_List.tex:1.1	Wed Sep  3 16:42:32 2003
+++ loncom/html/adm/help/tex/Course_View_Class_List.tex	Mon Dec 24 12:47:08 2007
@@ -1,14 +1,27 @@
 \label{Course_View_Class_List}
-To view your class list, do the following:
+As Course Coordinator, you can generate sorted lists of users in a course, filtered \
by status,  +role, section, and or group affiliation in a variety of formats (HTML \
for display, or CSV or Excel for download). As an author (role selected), you can use \
this same mechanism to display information about co-authors assigned to your \
authoring space.    
 \begin{enumerate}
 
-\item Click \textbf{ENRL} on the remote control.
-\item At the \textbf{Enrollment Manager} screen, select the \textbf{View Class List} \
                link.
-\item At the \textbf{Current Class List} screen, select the student status you wish \
                to view 
-from the student status pulldown menu.
+\item Click "Manage course users" (\includegraphics[ width=0.10\paperwidth]{cprv}
+\textbf{CUSR}) on the Main Menu, or the remote control (if used).
+
+\item Click the \underbar{Display Class Lists and Manage Multiple Users} link.
+
+\item At the \textbf{Current Class List} screen, select the user status, and role \
type you wish to view from the status and role pulldown menus.  If the course \
contains users affiliated with sections, and additional pulldown will be available to \
select the section. A groups pulldown menu is included if groups have been created in \
the course. +
+\item To change the sort order of the users list, click on a column title in the \
table, to sort by the attribute in that column.  +
+\item Use the ``\textbf{Action to take for selected users}'' pulldown menu, if you \
wish to modify start/end dates, or section assignments for a number of users all at \
once. +   
+Note: a checkbox to include a user (and role) in this bulk action is only available \
when you have the privileges to modify that role. +
+Select an action from the pulldown menu.  In all cases, except when revoking a role, \
this will cause a separate window to open where you will choose the new access dates \
or section change to apply.  +
+\item Check the checkboxes for the users to modify and click the \fbox{Proceed} \
button.  
 \end{enumerate}
 
-Note: You also have the choice to output the class list to CVS format or Excel 
-format. To do this, select the \textbf{CVS} or \textbf{Excel} links.
+Note: When displaying user lists you also have the choice to output the users list \
to CVS format  +or Excel format. To do this, select the \textbf{CVS} or \
\textbf{Excel} links.


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