Uploaded image for project: 'Moodle'
  1. Moodle
  2. MDL-63446

Policy Management/Assignment - Apply Policies to Users through Cohort Selection

    XMLWordPrintable

    Details

    • Type: Improvement
    • Status: Waiting for peer review
    • Priority: Minor
    • Resolution: Unresolved
    • Affects Version/s: 3.5.2
    • Fix Version/s: None
    • Component/s: Privacy
    • Testing Instructions:
      Hide

      1) Make 2 policies A and B, and two cohorts, and link them

      2) Login as a user who is only in cohort A, confirm you only see and approve policy A

      3) Add them to cohort B, logout/in, see that they see a new policy B, (they should not need to approve A as it's already done)

      4) Update policy A, logout/in, confirm they are asked to re-approve A

      5) Remove them from cohort A, confirm nothing needs to happen

      6) Re-add them to cohort A, confirm that they don't need to re-approve A as the old approval should still be there

      7) Remove them from cohort A again

      6) Update policy A again (tick on minor change), confirm that do not get notified about it's new version

      Show
      1) Make 2 policies A and B, and two cohorts, and link them 2) Login as a user who is only in cohort A, confirm you only see and approve policy A 3) Add them to cohort B, logout/in, see that they see a new policy B, (they should not need to approve A as it's already done) 4) Update policy A, logout/in, confirm they are asked to re-approve A 5) Remove them from cohort A, confirm nothing needs to happen 6) Re-add them to cohort A, confirm that they don't need to re-approve A as the old approval should still be there 7) Remove them from cohort A again 6) Update policy A again (tick on minor change), confirm that do not get notified about it's new version
    • Affected Branches:
      MOODLE_35_STABLE
    • Epic Link:
    • Pull 3.5 Branch:
      MDL-63446-MOODLE_35_STABLE

      Description

      Enhance the Policy Management functionality to allow site policies to apply to members of specified cohort(s) only.

      Configured policies will be shown to users who are members of the specified cohorts, but will not be displayed to other users.

      Specifically, when creating/editing a policy on the /admin/tool/policy/editpolicydoc.php page, a "Select cohorts" option should be added, much like Course > Participants > Enrol users when the "Cohort Enrolments" enrolment method is enabled in a course.

      Implementing the functionality that is presented to the user from /enrol/manual/classes/enrol_users_form.php:105 into /admin/tool/policy/classes/form/policydoc.php:73 seems like the starting requirement for such functionality.

      This would allow site administrators to create/manage cohorts and apply policies to subsets of users, such as cohorts like "All Staff" or "All Students", or to meet requirements mentioned on the Policy plugin page https://moodle.org/plugins/tool_policy in a comment by Derek Chaplin on June 6, 2018: 

      Great plugin! It has worked very well for our website but it would be nice if you could apply it to a specific group of users by cohort or country or language as different policies can apply for different regions. For instance, our Asian group has a different set of usage policies than our North American users.

      For simplicity, it would probably be easier to add the capability to choose it by cohort or group.

      Thanks again for this plugin!

      Alternatively (or additionally) similar functionality might be obtained by applying policies according to user role, but this would introduce significant complexity.

      For example, by applying roles defined at the site context, or category context, etc. or perhaps even a role independent of context level - such as all users with a "Teacher" role, regardless of whether that be defined at a site context, category context level or a course context level.

        Attachments

          Activity

            People

            • Votes:
              3 Vote for this issue
              Watchers:
              12 Start watching this issue

              Dates

              • Created:
                Updated: