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Competence profiles can be assigned to OrgUnits

1 Initial Problem

Only individual users can be assigned to Competence Profiles. This is posing a problem in daily business, since it is tideous. 

2 Conceptual Summary

It should be possible to assign Organisational Units to Competence Profiles. 

All steps in all details:

1. Click "Edit" of any given Competence Profile.
2. ILIAS presents "Assigned Target Levels" tab
3. Open "Assigned Roles and Users" tab.
4. ILIAS presents a table with a tool bar. In the toolbar is a new button "Add Organisational Unit".
5. Click on "Add Organisational Units".
6. ILIAS presents the org unit tree.
7. Select an orgunit by clicking on a title.
8. ILIAS presents a form with the positions of that respective orgunit.
9. Check the boxes of those positions you want to assign the profile to.
10. Click assign.
11. ILIAS has assigned the Competence Profile to the selected position of the selected orgunit.

3 User Interface Modifications

3.1 List of Affected Views

Administration > Competence Management > Profiles > Assigned Users

3.2 User Interface Details

3.3 New User Interface Concepts

None

3.4 Accessibility Implications

Potential issues:

• Moving between tabs using the keyboard has not been generically solve, but this cannot be dealt with with this request
• The checkboxes must get proper invisible labels. Missing invisible labels were found in many places in ILIAS.
• Keyboard interaction is assumed to be similar as in Member tab of course for toolbar and table with table actions.

4 Technical Information

No technical issues.

5 Privacy Information

Competence Service: See https://github.com/ILIAS-eLearning/ILIAS/blob/trunk/Services/Skill/PRIVACY.md

6 Security Implications

No impact on security

7 Contact

• Author of the Request: Kunkel, Matthias [mkunkel]
• Maintainer: Famula, Thomas [tfamula] for competence management and Studer, Martin [mstuder] for org units
• Implementation of the feature is done by: {The maintainer must add the name of the implementing developer.}

8 Funding

If you are interest in funding this feature, please add your name and institution to this list.

• …

9 Discussion

Killing, Alexander [alex], 11 Feb 2019

• Only users assigned to the org unit (not to any node in the subtree) would have the profile assigned, right?
• We would not use a "Tree Picker" in this case? Search for org unit node is feasible?

Kiegel, Colin [kiegel] 2019-02-14: Please clarify what happens, if

1. ... a user is assigned to the org-unit, after creating the mapping -> will this user be assigned to the competence? (my preference: yes)
   1. will it be possible to individually deassign a competence from a user, while he is still in that org-unit (my preference: no, in order to keep consistency for that org-unit)
2. ... a user is deassigned from the org-unit, after creating the mapping -> will this user be deassigned from the competence? (my preference: yes, except for special cases)
   1. special case: ... two users A and B are assigned to a competence individually (1:1), then user A is redundantly assigned to the same competence via org-unit, then user A is deassigned from that org-unit -> will user A be deassigned from the competence, or will he keep it, because he was assigned manually before? (my preference: keep)

So my mental model for this would be "independent layers", layer one is "individual assignment", layer two would be "indirect assignment via org-units" - and layer three "indirect assignment via rbac-roles". All layers would "add up", but changes in one layer would not interfere with the other layer.

Killing, Alexander [alex], 14 Feb 2019: Again I agree with Colins preferences. Note that this is about assignments to competence profile not competences.

Kunkel, Matthias [mkunkel], 19 FEB 2019 : Renamed page to "Competence profiles..." to make clear that it tackles the competence profiles and not personal profiles.

Tödt, Alexandra [atoedt] Martin, you are totally right. I will re-do accordingly. 

Studer, Martin [mstuder], 08 MARCH 2019: Picking an Organisational Unit will apply a Profil to all subordnet Units.

JourFixe, ILIAS [jourfixe], 11 MAR 2019 : We highly appreciate this suggestion and schedule it for 6.0. Please re-use the pattern to select of roles and org-units that we suggested in Competence profiles can be assigned to Roles. In case a org unit is selected, all sub-nodes of this org unit are included as well. The screen to select positions show all existing positions of all sub-nodes. The list of assigned org units should show the title of the org unit as title and the included positions in Details to ease the management of assignments.

Kunkel, Matthias [mkunkel], 11 MAY 2021: The workflow is not clear for me when looking at the mock-ups in chap. 3.2. Maybe chap. 2 could also go a bit more into detail concerning the steps to do. At least it looks as if several actions are made on the same tab "Assignments", incl. a selection of org units which should - IMHO - at least be placed on a modal. Is it a kind of workflow we are going through to do an assignment?

Famula, Thomas [tfamula], 12 MAY 2021: I agree with Matthias. The workflow ist also not clear to me. As already mentioned in the comment of the JF from 11 MAR 2019, please have a look into Competence profiles can be assigned to Roles. This feature is available since ILIAS 6 and maybe we can adapt this workflow for org units, too? So please update the mockups accordingly, because they seem outdated to me. Please also add a screenshot for the table "Assigned Roles and Users" to show how the assigned org units should be represented together with assigned users and roles.

JourFixe, ILIAS [jourfixe], 14 JUN 2021: We highly appreciate this suggestion and schedule the feature for ILIAS 8.

10 Implementation

{The maintainer has to give a description of the final implementation and add screenshots if possible.}

Test Cases

Test cases completed at {date} by {user}

• {Test case number linked to Testrail} : {test case title}

Approval

Approved at {date} by {user}.