moodle_local_treestudyplan/doc/configuration.htm
2023-07-03 23:28:46 +02:00

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<h1> Studyplan user manual</h1>
<ul class="nav nav-tabs">
<li class="nav-item"><a class="nav-link " href="index.htm">Main</a></li>
<li class="nav-item"><a class="nav-link " href="create-studyplan.htm">Creating a study plan</a></li>
<li class="nav-item"><a class="nav-link " href="view-studyplan.htm">Viewing a studyplan - for students</a></li>
<li class="nav-item"><a class="nav-link " href="teacherview-studyplan.htm">Viewing a studyplan - for teachers</a></li>
<li class="nav-item"><a class="nav-link " href="advanced.htm">Advanced topics</a></li>
<li class="nav-item"><a class="nav-link active" href="configuration.htm">Configuration</a></li>
</ul>
<h2>Overview of configuration parameters</h2>
<h3>Studyplan settings</h3>
<p>Basic configuration options for the studyplan plug-in</p>
<ul>
<li><b>Default aggregation style</b><br>
Select which aggregation style is selected by default upon creation of a new study plan. Setting this according to your preferences, will save you a
few clicks when creating a lot of new study plans.
</li>
<li><b>Course display name</b><br>
Select which course field is used as a short course name in the studyplan overview. You can choose between <i>shortname</i>, <i>ID</i> and
any custom course field that you already have configured. It is recommended to create a custom course field specifically for the display name in
the studyplan, and put the appropriate text there.<br>
<i>Shortname</i> is often not useful in the studyplan (especially on larger sites), since it requires prefixes/suffixes to ensure unique names.
</li>
<li><b>Defaults for (Manual) Completed + Required goals</b><br>
Here you can enter the default values that will be used for new studyplans using the <i>Manual: Completed + Required goals</i> aggregation method.<br>
These values can be changed upon creation of a new study plan, but it may save you some time when creating new study plans<br>
If you only use the <i>Moodle Course completion</i> method, you can safely ignore these parameters.
</li>
</ul>
<h3>Manage study plans</h3>
<p>This option is a direct link to the <b>manage studyplans</b> page. It may be useful for administrators.</p>
<h3>Studyplan cohort sync</h3>
<p>Here you can configure automatic cohort syncing. This syncronizes the cohorts and students linked with a study plan to enrolment
within the courses in the study plan </p>
<p>Cohort syncing is done by creating a <i>cohort sync</i> enrolment method in each course, while students are synced by adding a <i>manual enrolment</i></p>
<ul>
<li><b>Automatic Cohort sync</b><br>
Enable automatic cohort sync here. If enabled, a background process will automatically perform a synchronization each time a cohort is added or removed,
and each time a course is added.
</li>
<li><b>Automatic deletion</b><br>
Toggle this to allow or prevent <i>cohort sync</i> enrolments that were created by the studyplan plug-in, when there are no longer any study plans requiring That
cohort to be enrolled. Note that individual student enrolments are never automatically deleted.
</li>
<li><b>Remember existing cohort syncs</b><br>
Since there can only be one <i>cohort-sync</i> enrolment for each combination of course and cohort, existing cohort-sync enrolments are marked with the studyplans
involved when a studyplan wants them as well. By checking this item, such existing cohort syncs are marked as <i>manual</i>, so they will not be automatically removed
when no study plans require them anymore
</li>
<li><b>Create groups</b><br>
If enabled, a group is made in each course for all new <i>cohort-sync</i> enrolments created by the studyplan plugin. These groups contain all students in this specific
cohort.
</li>
<li><b>Enrol linked users</b><br>
You can choose to include linked users in the synchronization or not. Default is yes, since it would be unexpected behaviour if cohorts were automatically synced,
but users were not.
</li>
<li><b>Role</b><br>
Choose the role that will be given in a course to all cohorts and users automatically synced based on their association in a study plan. Usually you want this to be a student role.
</li>
</ul>
<h3>Configure grade & scale interpretation</h3>
<p>See the <a href="advanced.htm#gradescale">Advanced / Grade & Scale interpretation</a> section for more details on this configuration page</p>
<h2>Theming guide</h2>
<p>A number of colors in the studyplan plugin are based on the colors you define in your theme for
<b class="text-primary">primary (brand color)</b>,
<b class="text-secondary">secondary</b>,
<b class="text-success">success</b>,
<b class="text-info">info</b>,
<b class="text-warning">warning</b> and
<b class="text-danger">danger</b>
</p>
<p>You may be able to define them in your theme's configuration. If not, follow the instructions below for <b>tweaking other colors</b>
and use the following code as a starting point. (The values are the default boost theme colors)</p>
<pre style="max-width: 30em;" class="p-3 border border-primary rounded-lg ml-3">
:root {
--primary: #023C78;
--secondary: #6c757d;
--success: #28a745;
--info: #17a2b8;
--warning: #ffc107;
--danger: #dc3545;
--light: #f8f9fa;
--dark: #343a40;
}</pre>
<h3>Tweaking other colors</h3>
<p>Other variables that are used are color variables provided in bootstrap. To tweak them, use the <b>Advanced settings</b> -> <b>Raw SCSS</b> configuration
option in your theme's configuration.</p>
<p>Fore example, in the Boost theme the option is found in <b>Appearance</b> -> <b>(Themes)</b> -> <b>Boost</b> -> <b>Advanced settings</b> -> <b>Raw SCSS</b>
<p>There, use code like the following to change the color variables. (Note that those colors will be changed throughout the site.)</p>
<pre style="max-width: 30em;" class="p-3 border border-primary rounded-lg ml-3">
:root {
--blue: #007bff;
--indigo: #6610f2;
--purple: #6f42c1;
--red: #dc3545;
--green: #28a745;
--gray: #6c757d;
}</pre>
</div>