Uploaded image for project: 'Moodle'
  1. Moodle
  2. MDL-62554

Add ability to configure data registry to use module type defaults

    XMLWordPrintable

    Details

    • Testing Instructions:
      Hide
      Setup
      1. Log in as an admin
      2. Create a course category CourseCat 1
      3. Create courses C1 and C2
      4. Create an assignment A1, page P1 and forum F1.
      5. Add the "Calendar" block in the "Site home"
      6. Go to Site administration / Privacy and policies / Data registry / Edit > Categories
      7. Add categories Cat 1, Cat 2, Cat 3
      8. Go to Site administration / Privacy and policies / Data registry / Edit > Purposes
      9. Add purposes:
        Name Retention period
        Pur 1 10 years
        Pur 2 5 years
        Pur 3 3 years
        Pur 4 2 years
      10. Go back to Site administration / Privacy and policies / Data registry
      11. Click on the "Site" node of the tree.
      12. Set a Cat 1 and Pur 1 for the category and purpose. Then click "Save changes"
      13. Go through the other nodes in the data registry tree.
      14. Confirm that the category and purpose are set to "Not set ..."
      15. Confirm that the retention period is set to 10 years.
      16. Click on the "Miscellaneous" course category node.
      17. Set its category and purpose to Cat 2 and Pur 2, then save changes.
      18. Confirm that the retention period is shown as "5 years"
      19. Repeat the previous 2 steps for the course "C1", assignment "A1", forum "F1", and block "Calendar" nodes.
      Course category defaults
      1. Go to Site administration / Privacy and policies / Data registry / Set defaults
      2. On the "Course catetgories" tab.
      3. Click "Edit"
      4. Set the default category and purpose to "Cat 3" and "Pur 3", respectively. Don't tick "Reset instances with custom values"
      5. Save the changes.
      6. Confirm that the category and purpose for the context level is now set to "Cat 3" and "Pur 3".
      7. Go back to Site administration / Privacy and policies / Data registry
      8. Click on the "CourseCat 1" course category.
      9. Confirm that its category and purpose are both set to "Not set (use the default value)"
      10. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      11. Click on the "Miscellaneous" course category.
      12. Confirm that its category and purpose are still set to "Cat 2" and "Pur 2"
      13. Confirm that the retention period is still shown as "5 years"
      Course category defaults with override
      1. Repeat the steps for setting up the course category defaults from the previous section, but this time, tick "Reset instances with custom values"
      2. Save the changes.
      3. Confirm that the category and purpose for the context level are still set to "Cat 3" and "Pur 3".
      4. Go back to Site administration / Privacy and policies / Data registry
      5. Click on the "CourseCat 1" course category.
      6. Confirm that its category and purpose are both set to "Not set (use the default value)"
      7. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      8. Click on the "Miscellaneous" course category.
      9. Confirm that its category and purpose are both set to "Not set (use the default value)"
      10. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      Course defaults
      1. Go to Site administration / Privacy and policies / Data registry / Set defaults
      2. Click the "Courses" tab.
      3. On the "Course" tab, click "Edit"
      4. Set the default category and purpose to "Cat 3" and "Pur 3", respectively. Don't tick "Reset instances with custom values"
      5. Save the changes.
      6. Confirm that the category and purpose for the context level is now set to "Cat 3" and "Pur 3".
      7. Go back to Site administration / Privacy and policies / Data registry
      8. Navigate the tree until you find the course "C2" and click on the "C2" course.
      9. Confirm that its category and purpose are both set to "Not set (use the default value)"
      10. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      11. Navigate the tree until you find the course "C1" and click on the "C1" course.
      12. Confirm that its category and purpose are still set to "Cat 2" and "Pur 2"
      13. Confirm that the retention period is still shown as "5 years"
      Course defaults with override
      1. Repeat the steps for setting up the course defaults from the previous section, but this time, tick "Reset instances with custom values"
      2. Save the changes.
      3. Confirm that the category and purpose for the context level are still set to "Cat 3" and "Pur 3".
      4. Go back to Site administration / Privacy and policies / Data registry
      5. Navigate the tree until you find the course "C2" and click on the "C2" course.
      6. Confirm that its category and purpose are both set to "Not set (use the default value)"
      7. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      8. Navigate the tree until you find the course "C1" and click on the "C1" course.
      9. Confirm that its category and purpose are both set to "Not set (use the default value)"
      10. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      Activity defaults
      1. Go to Site administration / Privacy and policies / Data registry / Set defaults
      2. Click the "Activity modules" tab.
      3. On the "Activity modules" tab, click "Edit"
      4. Set the default category and purpose to "Cat 3" and "Pur 3", respectively. Don't tick "Reset instances with custom values"
      5. Save the changes.
      6. Confirm that the category and purpose for the context level is now set to "Cat 3" and "Pur 3".
      7. Go back to Site administration / Privacy and policies / Data registry
      8. Navigate the tree until you find the page module "P1" and click on it.
      9. Confirm that its category and purpose are both set to "Not set (use the default value)"
      10. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      11. Navigate the tree until you find the assignment "A1" and click on it.
      12. Confirm that its category and purpose are still set to "Cat 2" and "Pur 2"
      13. Confirm that the retention period is still shown as "5 years"
      14. Navigate the tree until you find the forum "F1" and click on it.
      15. Confirm that its category and purpose are still set to "Cat 2" and "Pur 2"
      16. Confirm that the retention period is still shown as "5 years"
      Activity defaults with override
      1. Repeat the steps for setting up the activity defaults from the previous section, but this time, tick "Reset instances with custom values"
      2. Save the changes.
      3. Confirm that the category and purpose for the context level are still set to "Cat 3" and "Pur 3".
      4. Go back to Site administration / Privacy and policies / Data registry
      5. Navigate the tree until you find the page module "P1" and click on it.
      6. Confirm that its category and purpose are both set to "Not set (use the default value)"
      7. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      8. Navigate the tree until you find the assignment "A1" and click on it.
      9. Confirm that its category and purpose are both set to "Not set (use the default value)"
      10. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      11. Navigate the tree until you find the forum "F1" and click on it.
      12. Confirm that its category and purpose are both set to "Not set (use the default value)"
      13. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      Activity-specific defaults
      1. Go back to Site administration / Privacy and policies / Data registry"
      2. Find the node for the assignment "A1" and set its category and purpose back to "Cat 2" and "Pur 2"
      3. Go to Site administration / Privacy and policies / Data registry / Set defaults
      4. Click the "Activity modules" tab.
      5. On the "Activity modules" tab, confirm that you see the "Add a new module default". Click on it.
      6. Set the default category and purpose to "Cat 4" and "Pur 4". Don't tick "Reset instances with custom values"
      7. Save the changes.
      8. Confirm that the category and purpose for the assignment module is listed on the table below the "Add a new module default}" button and is now set to "{{Cat 4" and "Pur 4".
      9. Go back to Site administration / Privacy and policies / Data registry
      10. Navigate the tree until you find the assignment "A1" and click on it.
      11. Confirm that its category and purpose are still set to "Cat 2" and "Pur 2"
      12. Confirm that the retention period is still shown as "5 years"
      Activity-specific defaults with override
      1. Repeat the steps for setting up the assignment module defaults from the previous section, but this time, tick "Reset instances with custom values"
      2. Save the changes.
      3. Confirm that the category and purpose for assignment modules are still set to "Cat 4" and "Pur 4".
      4. Go back to Site administration / Privacy and policies / Data registry
      5. Navigate the tree until you find the assignment "A1" and click on it.
      6. Confirm that its category and purpose are both set to "Not set (use the default value)"
      7. Confirm that its retention period matches that of the retention period for Pur 4 (2 years).
      Block defaults
      1. Go to Site administration / Privacy and policies / Data registry / Set defaults
      2. Click the "Blocks" tab.
      3. On the "Blocks" tab, click "Edit"
      4. Set the default category and purpose to "Cat 3" and "Pur 3", respectively. Don't tick "Reset instances with custom values"
      5. Save the changes.
      6. Confirm that the category and purpose for the context level is now set to "Cat 3" and "Pur 3".
      7. Go back to Site administration / Privacy and policies / Data registry
      8. Navigate the tree until you find the Calendar block and click on it.
      9. Confirm that its category and purpose are still set to "Cat 2" and "Pur 2"
      10. Confirm that the retention period is still shown as "5 years"
      Block defaults with override
      1. Repeat the steps for setting up the block defaults from the previous section, but this time, tick "Reset instances with custom values"
      2. Save the changes.
      3. Confirm that the category and purpose for the context level are still set to "Cat 3" and "Pur 3".
      4. Go back to Site administration / Privacy and policies / Data registry
      5. Navigate the tree until you find the Calendar block and click on it.
      6. Confirm that its category and purpose are both set to "Not set (use the default value)"
      7. Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
      Show
      Setup Log in as an admin Create a course category CourseCat 1 Create courses C1 and C2 Create an assignment A1, page P1 and forum F1. Add the " Calendar " block in the " Site home " Go to Site administration / Privacy and policies / Data registry / Edit > Categories Add categories Cat 1, Cat 2, Cat 3 Go to Site administration / Privacy and policies / Data registry / Edit > Purposes Add purposes: Name Retention period Pur 1 10 years Pur 2 5 years Pur 3 3 years Pur 4 2 years Go back to Site administration / Privacy and policies / Data registry Click on the " Site " node of the tree. Set a Cat 1 and Pur 1 for the category and purpose. Then click " Save changes " Go through the other nodes in the data registry tree. Confirm that the category and purpose are set to "Not set ..." Confirm that the retention period is set to 10 years. Click on the " Miscellaneous " course category node. Set its category and purpose to Cat 2 and Pur 2, then save changes. Confirm that the retention period is shown as " 5 years " Repeat the previous 2 steps for the course " C1 ", assignment " A1 ", forum " F1 ", and block " Calendar " nodes. Course category defaults Go to Site administration / Privacy and policies / Data registry / Set defaults On the " Course catetgories " tab. Click " Edit " Set the default category and purpose to " Cat 3 " and " Pur 3 ", respectively. Don't tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level is now set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Click on the " CourseCat 1 " course category. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Click on the " Miscellaneous " course category. Confirm that its category and purpose are still set to " Cat 2 " and " Pur 2 " Confirm that the retention period is still shown as " 5 years " Course category defaults with override Repeat the steps for setting up the course category defaults from the previous section, but this time, tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level are still set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Click on the " CourseCat 1 " course category. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Click on the " Miscellaneous " course category. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Course defaults Go to Site administration / Privacy and policies / Data registry / Set defaults Click the " Courses " tab. On the " Course " tab, click " Edit " Set the default category and purpose to " Cat 3 " and " Pur 3 ", respectively. Don't tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level is now set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the course " C2 " and click on the " C2 " course. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Navigate the tree until you find the course " C1 " and click on the " C1 " course. Confirm that its category and purpose are still set to " Cat 2 " and " Pur 2 " Confirm that the retention period is still shown as " 5 years " Course defaults with override Repeat the steps for setting up the course defaults from the previous section, but this time, tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level are still set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the course " C2 " and click on the " C2 " course. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Navigate the tree until you find the course " C1 " and click on the " C1 " course. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Activity defaults Go to Site administration / Privacy and policies / Data registry / Set defaults Click the " Activity modules " tab. On the " Activity modules " tab, click " Edit " Set the default category and purpose to " Cat 3 " and " Pur 3 ", respectively. Don't tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level is now set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the page module " P1 " and click on it. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Navigate the tree until you find the assignment " A1 " and click on it. Confirm that its category and purpose are still set to " Cat 2 " and " Pur 2 " Confirm that the retention period is still shown as " 5 years " Navigate the tree until you find the forum " F1 " and click on it. Confirm that its category and purpose are still set to " Cat 2 " and " Pur 2 " Confirm that the retention period is still shown as " 5 years " Activity defaults with override Repeat the steps for setting up the activity defaults from the previous section, but this time, tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level are still set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the page module " P1 " and click on it. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Navigate the tree until you find the assignment " A1 " and click on it. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Navigate the tree until you find the forum " F1 " and click on it. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years). Activity-specific defaults Go back to Site administration / Privacy and policies / Data registry " Find the node for the assignment " A1 " and set its category and purpose back to " Cat 2 " and " Pur 2 " Go to Site administration / Privacy and policies / Data registry / Set defaults Click the " Activity modules " tab. On the " Activity modules " tab, confirm that you see the " Add a new module default ". Click on it. Set the default category and purpose to " Cat 4 " and " Pur 4 ". Don't tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the assignment module is listed on the table below the " Add a new module default}" button and is now set to "{{Cat 4 " and " Pur 4 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the assignment " A1 " and click on it. Confirm that its category and purpose are still set to " Cat 2 " and " Pur 2 " Confirm that the retention period is still shown as " 5 years " Activity-specific defaults with override Repeat the steps for setting up the assignment module defaults from the previous section, but this time, tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for assignment modules are still set to " Cat 4 " and " Pur 4 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the assignment " A1 " and click on it. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 4 (2 years). Block defaults Go to Site administration / Privacy and policies / Data registry / Set defaults Click the " Blocks " tab. On the " Blocks " tab, click " Edit " Set the default category and purpose to " Cat 3 " and " Pur 3 ", respectively. Don't tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level is now set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the Calendar block and click on it. Confirm that its category and purpose are still set to " Cat 2 " and " Pur 2 " Confirm that the retention period is still shown as " 5 years " Block defaults with override Repeat the steps for setting up the block defaults from the previous section, but this time, tick " Reset instances with custom values " Save the changes. Confirm that the category and purpose for the context level are still set to " Cat 3 " and " Pur 3 ". Go back to Site administration / Privacy and policies / Data registry Navigate the tree until you find the Calendar block and click on it. Confirm that its category and purpose are both set to " Not set (use the default value) " Confirm that its retention period matches that of the retention period for Pur 3 (3 years).
    • Affected Branches:
      MOODLE_36_STABLE
    • Fixed Branches:
      MOODLE_33_STABLE, MOODLE_34_STABLE, MOODLE_35_STABLE
    • Epic Link:
    • Pull 3.4 Branch:
    • Pull 3.5 Branch:
    • Pull Master Branch:
      MDL-62554-master
    • Sprint:
      GDPR Followup Sprint 1

      Description

      E.g. all mod_assign should have a purpose of X, rather than default to the context_module purpose.

       

      The admin needs to be able to select category and purpose for activity / module types. This is needed on every type of course related activity independent of the others. As for example, assignments may need a different retention rule than forum posts or glossary comments.

      Create interface that enables category and purpose be set per feature rather than through the context part.

      Links:

      1. Whiteboard sketches: https://projects.invisionapp.com/boards/RF3OZ7ZWCTP/
      2. Mockup: https://projects.invisionapp.com/share/9MNIAQEX8Z4#/screens/314512878_Set_Defaults_2a

        Attachments

        1. editdefaultsmodal.png
          editdefaultsmodal.png
          74 kB
        2. MDL-62554 (p1).PNG
          MDL-62554 (p1).PNG
          152 kB
        3. MDL-62554 (p2).PNG
          MDL-62554 (p2).PNG
          96 kB
        4. MDL-62554 (p3).PNG
          MDL-62554 (p3).PNG
          123 kB
        5. MDL-62554 (p4).PNG
          MDL-62554 (p4).PNG
          100 kB

          Issue Links

            Activity

              People

              • Votes:
                0 Vote for this issue
                Watchers:
                5 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:
                  Fix Release Date:
                  12/Nov/18

                  Time Tracking

                  Estimated:
                  Original Estimate - 0 minutes
                  0m
                  Remaining:
                  Remaining Estimate - 0 minutes
                  0m
                  Logged:
                  Time Spent - 3 hours, 30 minutes
                  3h 30m