how to assign instructors to a course in totara

by Prof. Elroy West DVM 10 min read

If you really feel your Totara needs to have teachers or students assigned in the system context, go to the teacher/student role in S ite administration > Users > Permissions > Define roles and check the "system" box. Front page context Site Administration>Front Page>Front Page roles

Full Answer

Front page context

Those with a role in the system context do not need to be assigned a role here as well.

Course Category context

Users may be enrolled in the category to save enrolling them in each individual course in that category.

Course context

Click the "Enrol users" button and click those users you wish to enrol.

Block context

You may wish to assign roles to a block if, for instance you want specific people to see the block but for it to be hidden from others

Hierarchy

By assigning a role to a user in a certain context, you grant them the permissions contained in that role for the current context and all lower contexts.

Hidden roles

If you want to provide users with access to the course, but don't want them to be visible in the participants list, use the Other users link in the course administration menu (Course Administration > Users > Other Users).

Assignment due date

The due date for users enrolled in the certification via any of the assignment types, must be set using a fixed completion date or using a time relative to one of the following events:

Actual due date

After using the Assignment due date option to assign a due date to the group of users and saving all changes, the Actual due date column will display a link to view the specific due date for all users enrolled in the certification using the corresponding assignment type.

Searching and filtering

If you would like to find a particular certification assignment to edit (remove () or adjust/set the due date ( )) then you can search or filter for a particular assignment.

Assigning users to multiple certifications which contain some matching course content

This scenario is not recommended when managing certifications due to the potential this creates for users needing to re-complete the course that is contained in both certifications.

Totara Academy

The Totara Academy has a whole course dedicated to using Programs and certifications in Totara Learn. Here you can learn more on how to use programs and certifications, see best practice, and give it a go yourself.

What is assigning roles?

Assigning roles is executed in a particular context. A site and course are examples of two different contexts. While the process is similar for each context, the approach to role assignment page may be different. Here are several contexts and ways to find the assign roles.

What is role infrastructure?

A significant part of the roles infrastructure is the ability to assign a user into multiple roles (at the same time). The capabilities of each role are merged to produce the effective set of capabilities. In particular it is perfectly possible for a user to be both a trainer and learner in the same course. You should be careful to ensure that if you change a user's role that you remove them from any other roles as required as this will no longer be done automatically.

What is system role?

Roles assigned in the system context are called system roles and apply across the entire site, including the front page. For example, a user assigned the system role of trainer will have this role in every course on the site.

Assignment settings

There are a number of settings you can configure when setting up or editing an assignment.

Using marking workflow

Marking workflow is useful for coordinating multiple markers, clearly state the progress of marking, and/or keeping grades and feedback hidden until you are ready to release them (otherwise grades and feedback will be released to each learner as you save them, as opposed to all at once which is possible with marking workflow).

Plugin settings

Assignments have different methods that can be used to submit and provide feedback. To change these select Site administration > Plugins > Activity modules > Assignment.

What is grade assignment in Totara?

Within Totara capabilities are used to define what a particular role can do in the system . For example the capability Grade assignment (also presented as mod/assign:grade) is allowed for the Site Manager, Editing Trainer, and Trainer roles at the System level. This means that anyone holding those roles can assign grades on any course they have access to within the system. If this capability was removed from the Trainer role then anyone who was assigned that role would no longer be able to grade assignments. Conversely, if you wish to allow another role, such as Course Creator, to be able to grade assignment then this can be done by editing that role and giving it the Grade assignment ( mod/assign:grade) capability.

What does it mean when you assign a system role in Totara?

If you assign a system role, then this means the assigned user will have the levels of access and control associated with that role across the entire Totara site. For that reason the default available system roles are only ones which naturally lend themselves to requiring this context.

What is an unsupported assignment?

Unsupported role assignments are role assignments in contexts that are not marked as suitable for that role, such as course creator in activity or course, or trainer in the user context.

What is the role assignment tab in SharePoint?

The Allow role assignments tab allows you to define the role a user can assign to another user based on their assigned role.#N#Using the grid you can allow people who have the roles on the left side to assign some of the column roles to other people.

What is an activity level?

Activity level: A role can be given within an individual activity, and it's permissions would only apply within that activity ( it would not apply to the rest of the course or any higher contexts). These levels act as a hierarchy for permissions, with site being the top and activity level at the bottom.

Do roles have to have a name?

A role must have a name, if you need to name the role for multiple languages you can use multilang syntax, for example: <span class="multilang" lang="en">Trainer</span>. <span class="multilang" lang="es_es">Manager</span>. If you do this make sure the Multi-language content filter is enabled on your installation.

Can you override a role on the left side?

Using the grid you can allow people who have the roles on the left hand side to set overrides for other system roles. These settings only apply to users who have either the capability Override permissions for others ( role:override) or Override safe permissions for others ( role:safeoverride) allowed.

Assigned groups

Assignment Type: The type of group that has been assigned (Audience, Position or Organisation).

Assigned learners

Learner: Lists the learners that have been assigned as a part of one of the groups and the name of each learner links to their user profile.

Assigning by Organisation

  1. While editing the program, open the Assignmentstab.
  2. Select Organisations from the Add... dropdown menu.
  3. Browse through the organisations or Searchfor a specific organisation.
  4. Click on the name of each organisation to be added.
  1. While editing the program, open the Assignmentstab.
  2. Select Organisations from the Add... dropdown menu.
  3. Browse through the organisations or Searchfor a specific organisation.
  4. Click on the name of each organisation to be added.

Assigning by Position

  1. While editing the program, open the Assignmentstab.
  2. Select Positionsfrom the Add... dropdown menu.
  3. Browse through the positions or Searchfor a specific position.
  4. Click on the name of each position to be added.
See more on help.totaralearning.com

Assigning by Audience

  1. While editing the program, open the Assignmentstab.
  2. Select Audiencesfrom the Add... dropdown menu.
  3. Browse through the audiences or Searchfor a specific audience.
  4. Click on the name of each audience to be added.
See more on help.totaralearning.com

Assigning by Management Hierarchy

  1. While editing the program, open the Assignmentstab.
  2. Select Management hierarchyfrom the Add... dropdown menu.
  3. Browse through the managers or Searchfor a specific manager.
  4. Click on the name of each manager to be added.
See more on help.totaralearning.com

Assigning Individual Users

  1. While editing the program, open the Assignmentstab.
  2. Select Individualsfrom the Add... dropdown menu.
  3. Browse through the users or Searchfor a specific user.
  4. Click on the name of each user to be added.
See more on help.totaralearning.com

Actual Due Date

  • After using the assignment due date option to assign a due date to the group of users and saving all changes, the Actual due datecolumn will display a link to view the specific due date for all users enrolled in the program using the corresponding assignment type. It is important to note: 1. Due dates for assigned users can only be extended 2. If a fixed due date is set, the date change …
See more on help.totaralearning.com

Searching and Filtering

  • If you would like to find a particular program assignment to edit (remove () or adjust/set the due date ()) then you can search or filter for a particular assignment. To search simply type the search term into the box in the top right of the assignments table then click the magnifying glass icon () or press the return key on your keyboard.
See more on help.totaralearning.com

Advanced Features

  • As a Site Administrator you can switch between the view described on this page and the old program assignment interface. 1. Go to Advanced features from the Site administration menu. 2. Tick Enable legacy program assignmentinterface (to enable, or untick this to disable). 3. Click Save changes. This setting will be enabled by default on any existing sites upgrading to ver…
See more on help.totaralearning.com