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Learning plan viewer

Competencies

Course instructors cannot by default see 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 view their users’ learning plans, follow these steps:

Create a new custom role

  1. From Settings > Users > Permissions, access the Define Roles screen and click the button to Add a new role.
  2. Ignore the defaults screen and click the blue Continue button.
  3. Give your role a name, for example, Learning plan viewer.
  4. Tick ‘User’ as the context type where the role may be assigned. (Note: You can tick ‘System’, but this will then mean the instructor will see all learning plans on the site. Normally, an instructor would only review those in their course.)
  5. Scroll down and set the capability “lms/competency:planview” to Allow.
  6. If you need the role to be able to view uploaded user evidence, then also set to Allow “lms/competency:userevidenceview”.
  7. Save the new role.

Assigning the instructor to one or several users

If the instructor only has a few users with competencies to review, this may now be done manually, one at a time. If the instructor’s class is very large, see the next section.

  1. As an administrator, access the user’s profile, open Preferences and click the Permissions link.
  2. From Permissions, click the link ‘Assign roles relative to this user’ (in the Roles section).
  3. Click ‘Learning plan viewer’, and add the instructor to this user.

Assigning the instructor to a large number of users

  1. From Settings > Users > Accounts, access the Cohorts screen and create a cohort with the relevant users in it.
  2. Then from Settings > Users > Permissions, 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 viewer’. (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 users.
  6. Click the Assign button.

What the instructor sees

When the instructor is in their course and they view users’ profiles (for example from the Participants link) they will see a link to their learning plans:

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