4 How to Manage People

In OSL, a person may be provisioned with various roles depending upon the type of relationships that the person has with one or more institutions and other people. Such roles include:

• Student

  A person who intends to learn through engaging in learning activities that are delivered by one or more institutions.

• Teacher

  A person who intends to teach through preparing and engaging in learning activities delivered in one or more institutions.

• Parent

  A person who is a parent of a student and intends to review his or her child's progress and achievement

There are several roles that can be assigned to a person for administration.

• Department Staff roles

  • Department Administrator

    A person that handles the Department's administrative tasks.

  • Department Curriculum Administrator

    A person that administers the Department's curriculum.

• School Staff roles

  • School Administrator

    A person that handles the School's administrative tasks.

  • School Curriculum Administrator

    A person that administers the School's curriculum.

  A school's administrator can only access the people who belong to or are related to the school to which they are attached.

This chapter describes how to manage people in the Learning Tool Admin. It includes the following sections:

• Manage People

• Manage Department Staff

• Manage School Staff

• Manage Teachers

• Manage Students

Manage People

Managing people generally involves viewing and assigning roles to people within the context of an institution.

• Search for People

• View People

• Assign Roles to People

Search for People

To search for people in an institution, perform the following:

1. On the People tab, click the People subtab.

2. Enter one or more search criteria:

   • Person Name

     The name of the person.

   • Institution Name

     Search for the institution name and select the options:

     For example:

     • ABC Primary School

     • ABC Senior High School

3. Click Search.

   The system displays a list of people who match the specified criteria.

Note:

By simply clicking the Search button, without entering the values in the search criteria field, the system provides the user with a list of all existing people.

View People

To view the details of a person, perform the following:

1. On the People tab, click the People subtab.

2. Search for the name of the person and select the person to view the details.

3. Click View Person. The View Person page displays.

4. In the View Person page, you can see the person's details, the role or roles assigned to the person, person's address details, phone details, and E-mail details.

5. Click Return to go back to the Search Person page.

Assign Roles to People

Figure 4-1 Assigning Roles to a Person

To assign a role to a person, perform the following:

1. On the People tab, click the People subtab.

2. Search for the name of the person whom you want to assign a role.

3. Click Assign Roles. The Assign Roles page displays.

4. In the Assign Roles page, you can see the person's details and the list of existing roles assigned to that person.

5. Click Add Department Role. The Add Department Role dialog appears, which enables you to enter the following:

   • Role

     The role you want to assign to the person.

     Select the role you want to assign to the person from the role options:

     • Department Administrator

     • Department Curriculum Administrator

   • Start Date

   • End Date

6. Click OK to assign the department role.

7. Click Add School Role. The Add School Role dialog appears, which enables you to enter the following:

   • Role

     The role you want to assign to the person.

     Select the role you want to assign to the person from the role options:

     • School Administrator

     • School Curriculum Administrator

     • Student

     • Teacher

   • Institution Name

     The Search and Select Institution Name dialog appears, which enables you to search for the name of institution and select the institution.

   • Start Date

   • End Date

8. Click OK to assign the school role.

9. Click Save and Return.

You can also assign a parent role to a person.

To assign a parent role, perform the following:

1. On the Search Person page, search for the person to whom you want to assign a parent role.

2. Click Assign Roles. The Assign Roles page displays.

3. Click Add Parent Role. The Add Parent Role dialog appears, which enables you to enter the following:

   • Role

     Select the parent role option.

   • Student Name

     The Search and Select Student Name dialog appears, which enables you search for the name of the student and select the student.

   • Start Date

   • End Date

4. Click OK to assign role of parent of the selected student.

5. Click Save and Return.

You can also edit a role assigned to a selected person.

Note:

You can make changes to the Start Date and End Date fields to edit the role assigned to a selected person.

To edit a role assigned to a person, perform the following:

1. On the Search Person page, search for the person to edit.

2. Click Assign Roles. The Assign Roles page displays.

3. Select the person's role to edit.

4. Click Edit Role. The Edit Role dialog appears, which enables you to edit the Start Date and End Date fields.

5. Click OK.

6. Click Save and Return.

Manage Department Staff

This section describes how to search for and view people assigned with a department staff role. It includes the following topics:

• Search for People Assigned with a Department Staff Role

• View the People Assigned with a Department Staff Role

Search for People Assigned with a Department Staff Role

To search for people assigned with a department staff role, perform the following:

1. On the People tab, click the Department Staff subtab.

2. Enter the person's name in the Person Name field.

3. Click Search.

   The system displays a list of people who match the specified search criteria.

Note:

By simply clicking the Search button, without entering the values in the search criteria field, the system provides the user with a list of all existing people with Department Staff role.

View the People Assigned with a Department Staff Role

Figure 4-2 Viewing a Person Assigned with a Department Staff Role

To view the people assigned with a department staff role, perform the following:

1. On the People tab, click the Department Staff subtab.

2. Search for the name of the person and select the person to view the details.

3. Click View Person. The View Person page displays.

4. In the View Person page, you can see person's details, the role or roles assigned to that person, the person's address, phone details, and email details.

5. Click Return to go back to the Search Department Staff page.

Manage School Staff

This section describes how to search for and view people assigned with a school staff role. It includes the following topics:

• Search for People Assigned with a School Staff Role

• View the People Assigned with a School Staff Role

Search for People Assigned with a School Staff Role

To search for people assigned with a school staff role, perform the following:

1. On the People tab, click the School Staff subtab.

2. Enter one or more search criteria:

   • Person Name

   • Institution Name

3. Click Search.

   The system displays a list of people who match the specified criteria.

Note:

By simply clicking the Search button, without entering the values in the search criteria field, the system provides the user with a list of all existing people with School Staff role.

View the People Assigned with a School Staff Role

Figure 4-3 Viewing a Person Assigned with a School Staff Role

To view the people assigned with a school staff role, perform the following:

1. On the People tab, click the School Staff subtab.

2. Search for the name of the person and select the person to view the details.

3. Click View Person. The View Person page displays.

4. In the View Person page, you can see the person's details, the role or roles assigned to that person, the person's address, phone details, and email details.

5. Click Return to go back to the Search School Staff page.

Manage Teachers

This section describes how to search for and view people assigned with a teacher role. It includes the following topics:

• Search for People Assigned with a Teacher Role

• View the People Assigned with a Teacher Role

Search for People Assigned with a Teacher Role

To search for people assigned with a teacher role, perform the following:

1. On the People tab, click the Teacher subtab.

2. Enter one or more search criteria:

   • Person Name

   • Institution Name

3. Click Search.

   The system displays a list of people who match the specified search criteria.

Note:

By simply clicking the Search button, without entering the values in the search criteria field, the system provides the user with a list of all existing people with Teacher role.

View the People Assigned with a Teacher Role

Figure 4-4 Viewing a Person Assigned with a Teacher Role

To view the people assigned with a teacher role, perform the following:

1. On the People tab, click the Teacher subtab.

2. Search for the name of the person and select the person to view the details.

3. Click View Person. The View Person page displays.

4. In the View Person page, you can see the person's details, the role or roles assigned to that person, the person's address, phone details, and email details.

5. Click Return to go back to the View Teacher page.

Manage Students

This section describes how to search for and view people assigned with a student role. It includes the following topics:

• Search for People Assigned with a Student Role

• View the People Assigned with a Student Role

Search for People Assigned with a Student Role

To search for people assigned with a student role, perform the following:

1. On the People tab, click the Student subtab.

2. Enter one or more search criteria:

   • Person Name

   • Institution Student Name

3. Click Search.

   The system displays a list of people who match the specified search criteria.

Note:

By simply clicking the Search button, without entering the values in the search criteria field, the system provides the user with a list of all existing people with Student role.

View the People Assigned with a Student Role

Figure 4-5 Viewing a Person Assigned with a Student Role

To view the people assigned with a student roles, perform the following:

1. On the People tab, click the Student subtab.

2. Search for the name of the person and select the person to view the details.

3. Click View Person. The View Person page displays.

4. In the View Person page, you can see the person's details, the role or roles assigned to that person, the person's address, phone details, and email details.

5. Click Return to go back to the View Student page.