Module Course Planner
Activation of the Course Planner
The Course Planner module is optionally available in OpenOlat instead of the Curriculum module and must be activated in Administration.
frentix hosting customers
For activation, please contact contact@frentix.com.
After activation, the display of the personal curriculum ("Courses") in the "Courses" area can also be enabled.
Tab Course Planner
Turn on Course Planner
This checkbox activates the entire module.
Product in "My courses"
All participants will find the menu item "Courses" in the header of the main navigation bar. Curricula can also be displayed to participants under this menu item.
User overview
Hier bestimmen Sie als Administrator:in, welche Optionen die Rollen.
- Course Planner
- Education Manager and
- Line manager
are displayed. For example, what a person working with the Course Planner is allowed to see of the users.
Linked taxonomies
From the taxonomies created in the "Taxonomy" module, you can select those that should also be available in the Course Planner.
Note:
The taxonomies selected here should be the same as those used in the catalog. Only then can these taxonomies be searched for in the catalog.
Standard purpose for new courses
Courses can be intended for stand-alone use or for integration into a product. As an administrator, you specify here which use is preset by default.
Independent: An independent course has a member administration. Access can be gained using the "Private" offer type by registering as a member (e.g. by course owners), by assigning an access code or by publication in the catalog.
Integration into product: If the course is integrated into a product, memberships are assigned and managed by the Course Planner. The course then does not require a second, independent membership administration.
Tip
If Course Planner is used extensively, it is advisable to set the default purpose for new courses under System administration > Course Planner settings to "Integration into product".
Tab "Element types"
Element type overview
Element types define which elements a product can contain and give these elements a meaning. A hierarchical structure can be mapped when creating the element types. An example of a hierarchical product is Training program > Semester > Module > Course.
The overview table shows all element types that have been created. An element type is edited via the symbol. The type can be copied or deleted via the 3-dot link.
Table columns:
| Column | Meaning |
|---|---|
| Type | Name and reference of the element type |
| For use as | Function of the element type in the product: "Implementation", "Element" or "Implementation or element (legacy)" |
| Active / Inactive | Whether the type is available for selection for new elements |
| #Parents | Number of superordinate element types that allow this type as a child element |
| #Children | Number of element types defined as child elements of this type |
| #Uses | Number of elements of this type present in the system |
| With content | Whether elements of this type can contain courses as content |
By activating the checkbox in the first column, you select several elements. Using the "Change type" action, you assign a different element type to all selected elements.
Create and edit element types
Use the "Add new type" button to create additional element types. The form contains the following fields:
Title (mandatory field)
The name of the element type that is shown in the selection when an element is created.
Reference (mandatory field)
A unique identifier used to distinguish between elements with the same title. Appears as a selection option when a new curriculum element is created.
For use as
Determines the function of elements of this type in the product:
- Implementation: Elements of this type are implementations (the topmost parent element). They have an implementation period and are the starting point for automation rules.
- Element: Elements of this type are sub-elements below an implementation and have no implementation period of their own.
- Implementation or element (legacy): Elements of this type can be used both as an implementation and as a sub-element. This mode is used for backward compatibility with existing product structures.
Status
* Active: The type is available for selection when creating new elements.
* Inactive: The type is hidden and is no longer available for selection for new elements. Existing elements of this type are retained.
CSS class
Here you can define a type-specific layout via a CSS class. If you are interested in specific layouts, please contact frentix: contact@frentix.com.
Description
Explanatory text for the element type.
Features
* Absence management: Course Planners get the "Absences" tab on elements of this type and can view the absences of all participants. Prerequisite: the Absence management module is activated.
* Schedule: Combines all course calendar dates of the courses assigned to the product element.
* Progress: Shows the learning progress in learning path courses as a pie chart. With several sub-elements, the average of the sub-elements is calculated.
Allow as implementation
Determines which element may be a parent element. An implementation is the topmost parent element in the product.
With content
Switch on this option if elements of this type should contain courses as content. Elements without course content are pure structure elements, comparable to the course element "Structure".
Composite type
When activated, existing element types can be subordinated as sub-types.
Automation rules per element type
Automation rules can be defined for each element type. These rules serve as a template for all elements of this type: elements can adopt the template or override it individually (see Automation in the settings of an implementation).
Configuring automation rules
Open the desired element type via the symbol and switch to the "Automation" tab. Use "Add automation rule" to add new rules.
Each automation rule contains:
- Trigger type:
- On status change: The action is triggered as soon as the implementation or element status reaches a defined value.
- Time-controlled: The action is triggered relative to the start or end of the implementation period. You define the reference date (start or end) and an optional offset (number of days/weeks/months before or after the reference date).
- Action: What is executed automatically, e.g. create course from template (instantiation) or set course status.
Further information
How can I plan and run courses with the Course Planner? >
How can I plan and run a course with the Course Planner? >
Course Planner: Overview >
Course Planner: Products >
Course Planner: Implementations >
Course Planner: Events >
Course Planner: Reports >