Learning plan supervisor

Course instructors cannot by default create, manage or view user learning plans, since competencies and learning plans exist outside of a course context, whereas the role of “teacher” is assigned in the course context. To allow course instructors to create, manage and view learning plans for the students they are responsible for only, follow these steps:

Create two custom roles

Learning plan supervisor (system)

1. From Settings > Users > Permissions, access the Define Roles screen and click the button to Add a new role.
2. Ignore the information and click the Continue button.
3. Give your role the name Learning plan supervisor (system)
4. Tick ‘System’ as the context type where the role may be assigned.
5. Scroll down and set the capabilities lms/site:configview, lms/competency:templatemanage, lms/competency:templateview and block/lp:view all to Allow.
6. Save the new role.

Learning plan supervisor (user)

1. From Settings > Users > Permissions, access the Define Roles screen and click the button to Add a new role.
2. Click the Continue button.
3. Give your role the name Learning plan supervisor (user)
4. Tick ‘User’ as the context type where the role may be assigned.
5. Scroll down and set the capabilities lms/competency:planmanage, lms/competency:planreview, lms/competency:plancomment all to Allow.
6. Save the new role.

Create a cohort of the instructor’s students

In order to ensure the new learning plan supervisor can only deal with his/her own students, we need to create a cohort.

1. From Site administration, access the Cohorts screen and add a new cohort.
2. Add the students of the instructor you wish to make a learning plan supervisor.

Match the cohort to their instructor

1. From Settings >Users > Accounts , access the Cohorts screen and create a cohort with the relevant students in it.
2. Then from the Users tab, click the link Assign user roles to cohort.
3. From the top drop-down, choose your instructor.
4. In the middle (‘Select role’) dropdown, choose ‘Learning plan supervisor (user)’. (Note that only roles with ‘User’ ticked as the context type where they may be assigned will be visible here.)
5. From the bottom (‘Select cohorts’) dropdown, choose the cohort with the instructor’s students.
6. Click the Assign button.

Assign your instructor the new role

1. From Site administration, access the Users screen, and then from Permissions, click Assign system roles.
2. Assign your chosen instructor the role of Learning plan supervisor (system).

What the instructor sees

Note: The role will not take effect immediately; only once the scheduled task has run.

The course instructor will see a Site administration link and be able to access learning plan templates:

He/she will be able to add a new learning template.

Once the template is created, clicking the Edit link will allow them to create new learning plans only for the students in the cohort created by the admin.

The course instructor and learning plan supervisor will be able to see the learning plans from their students’ profiles.

See also

• The Learning plan viewer role allows course instructors to view (but not create or edit) the learning plans of their students.
• The Competency reviewer role allows course instructors to view evidence uploaded by students and review their competencies.