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Enabling the Face-to-face activity

  1. Select Site Administrators can go to the Administration block and click on Site administration > Plugins > Activity modules > Manage activities.
  2. Click the Hide/Show icon next to Face-to-face activity so that the eye icon appears to be open.

Site-wide configurations

Setting up the Face-to-face activity requires multiple steps that can be performed by users with the most appropriate roles.

Configuration steps 

  1. Enable the activity at a site-wide level to make it available for use in the course page (one-time setup).
  2. Manage settings that will impact activities across the site page (one-time setup).
  3. Set up the Face-to-face activity in the course page.
  4. Set up individual sessions within the activity including the date, time, location, and trainer.

Permissions

To view a particular role, click the role name. In this example, we will look at the capability permissions for the Trainer role. Click the Edit button to update permissions for a role. 


When editing roles, it is recommended to create a new role and make changes, rather than edit an existing default system role. This will allow complex role changes to be reversed much easier without affecting any default system roles.

Capabilities are grouped based on the area or Context type; this could be System-level, User, Course Category, Program, Course, Activity, or Block. Different roles can be assigned permissions for different context types; for example Course-specific roles like Trainer and Learner can be limited so that they may only be granted capabilities at the Course level.

Use the Filter box to search for the text 'Face-to-face'. This will display capabilities for both the Face-to-face block and activity.

Place a tick in the Allow check box next to any capabilities that the user role should be permitted to access. In the case of the Learner, the only capability allowed by default is the ability to sign up for a session.

Default Permissions

There are a number of default positions including LearnerManagerTrainer, and Site administrator. See the full list below. 

Learner:

  • Sign up for a session.
  • Cancel booking for a session.
  • Receive notifications.

Manager:

  • Receive copies of the learner notifications.
  • Approve/deny a learner’s request to sign up for a session.
  • Reserve on behalf of other managers.
  • Reserve or allocate spaces for team members.

Trainer:

  • Create/edit a session in an existing Face-to-face activity.
  • Sign up/book attendees for a session.
  • Approve/deny a learner’s request to sign up for a session.
  • Message attendees.
  • Take attendance.

Editing Trainer & Course Creator

In the context of a Face-to-face activity, these roles have the same level of permissions.

  • Create/edit a Face-to-face activity in the course page.
  • Create/edit a session in an existing activity.
  • Sign up/book attendees for a session.
  • Approve/deny a learner’s request to sign up for a session.
  • Message attendees.
  • Take attendance.

Staff Manager & Regional Manager

In the context of a Face-to-face activity, these roles have the same level of permissions.

  • Access reports displaying Face-to-face attendance data.
  • Create custom fields for Face-to-face.

Site Administrator

  • Manage site-wide activity settings.
  • Manage site-wide notification templates.
  • Build and grant access to reports.


ActionLearnerManagerTrainerEditing TrainerCourse CreatorStaff ManagerRegional ManagerSite Administrator
Sign-up/cancel their own booking for a session

x


x


x


x


x


x


x


x


Book attendees

x


x


x




x


Add custom fields

x






x

Message attendees

x


x


x




x


Create activity notifications


x


x




x


Take Attendance

x


x


x




x


Approve/deny booking request

x


x


x


x




x


Create/Edit a session

x


x


x




x


Create/Edit an activity


x


x




x


Reserve on behalf of other managers

x







x


Reserve or allocate spaces for team members

x







x


Build Reports






x


Manage site-wide activity settings






x


Manage site-wide notification templates






x


Access Reports

Any role may be granted permission to access a report created for them by the Site Administrator.

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