Creating the Course Completions Table View
After completing the previous steps of the Manager View case study, you will have created a new private "Course Completions Manager Domain" copied from the "Course Completions Domain." Your new Domain will have been secured with the "coursecompletion_manager_security.xml" file, establishing a connection between the "User ID" of the viewer (the Manager) and the "Manager ID" of students. This is the necessary foundation needed to begin creating customized Manager Views, and the only part of the Zoola™ workflow that differs from standard View, Report, or Dashboard creation.
Any View created from your "Course Completions Manager Domain" will be configured by the security settings applied in the security file.
For the purposes of this case study, the following steps will outline the re-creation of the "Course Completions Table View." To create this view from the "Course Completions Manager Domain," complete the following steps:
From the Home page, select Ad Hoc View from the View menu at the top of the page. The Select Data wizard opens.
In the Select Data wizard, select the Course Completions Manager Domain.
Click the Choose Data button. The Data Chooser opens.
From the Fields section, select the necessary fields from the Source panel and move them to the Selected Fields panel.
If necessary, define any Pre-Filters or Display labels.
When you are finished, click the OK button. The Ad Hoc Editor opens.
Select Table from the dropdown menu in the New Ad Hoc View panel.
From the Fields panel of the Ad Hoc Editor, drag the following fields to the Columns box in the New Ad Hoc View panel:
First Name
Last Name
Position
Organization
Manager
Course Category
Course
Date Enrolled
Date Completed
You now have the fundamental layout of the original "Course Completions Table VIew," but the data is drawn through your new "Course Completions Manager Domain." Any user who views this View (or any Report or Dashboard created from it) from their Zoola™ account will see only the data of students with a corresponding "Manager ID."
To carry your new "Course Completions Manager Domain" or View through the Zoola™ workflow, you can continue on to create a Report or Dashboard based on your Manager View, following the standard process used in creating Zoola™ Reports and Dashboards.
For a guide on creating Reports from an Ad Hoc View, see Creating a Report.
For a guide on creating Dashboards from Reports, see Creating a Dashboard
The "Course Completions Manager Domain" can also be your template for creating alternative Views and configurations. To use the content of this case study to create new custom Views for Totara or Moodle, complete the following steps:
To replicate the Manager View for another Domain, simply follow the case study steps with an alternate Public Domain or one of your own custom/private Domains.
To create a custom View that establishes a different connection between attributes than shown in this Manager View case study, you must first establish a new logical connection between a Domain attribute and an attribute from a user profile to replace the "managerid" taken from the "Course Completions Domain" and the "userid" taken from the user profile. To identify the necessary attributes to create a new custom View, complete the following steps:
From either the Public Domains or your own custom/private Domains, you must first identify the Domain you wish to secure to create a new view.
If you select a Public Domain, follow the steps in Copy the Domain to a Private Folder from this case study. If you select a custom/private Domain, be sure to understand the implications of securing it for a custom View.
It is recommended that you make a copy of any Domain, rename it, and apply the configurations to the newly copied Domain.
From your newly copied Domain, you will need to open the Domain Designer (select the new Domain in the Repository, right-click it, and select Edit from the context menu). Once in the Domain Designer, you will need to identify an attribute to connect to a user profile to create the view.
The following table identifies the general attributes shared by most users, separated by LMS (if you connect an attribute from this table to a Domain attribute, the view will be customized for almost all users):
Moodle | Totara |
|---|---|
| userid | userid |
| department | orgids |
| institution | primary_positionid |
| enrolled_courseids | |
| managerid |
Once you have identified the user profile and Domain attributes to connect, follow the steps in The XML Security File to insert them into the template.
Once you have saved your new security file to your local drive, follow the steps in Configure the Security File from this case study.