Certificates are shown in «Staff»

1 Initial Problem

Superiors cannot view the certificates of their team members. They have not option to understand where the team stands in terms of certificates. 

2 Conceptual Summary

If the display of certificates is activated in the gloal Administration then a person that has authority via the positions presented with a new tab "Certificates" in the section "Staff". 

• The tab "Staff List" shows a list of staff with new action "Certificates". The action opens a detailed view of that users certificates. The toolbar offers "Sortation" and "Download all"
• The tab "Sertificates" presents a table comprising all Objects that  produced the certificates, Issued on date and the user data. The table allows to hide and show columns as well as an excel export IF the data is configured as exportable in the user management. 

3 User Interface Modifications

3.1 List of Affected Views

• Administration > Organisational Units > Settings
• Administration > Certificates
• Staff > Staff List
• Staff > Certificates (new) 

3.2 User Interface Details

Activation in global Administration

In case the certificate  service is not activated, the setting will fight back against being saved and provide a message to that effect.

Tab "Staff List" in Staff

Tab "Certificates" in Staff

Permissions

Enhancement of Default Permissions for Org Unit Positions

Enhancement of Orgunit Specific Permissions for Course, Test, Excercise

Orgunit Specific Permissions for Certificats without object reference

3.3 New User Interface Concepts

None. 

4 Technical Information

{The maintainer has to provide necessary technical information, e.g. dependencies on other ILIAS components, necessary modifications in general services/architecture, potential security or performance issues.}

5 Contact

• Author of the Request: Tödt, Alexandra [atoedt]
• Maintainer: Studer, Martin [mstuder]
• Implementation of the feature is done by: , Studer, Martin [mstuder]

6 Funding

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

• sr.solutions

7 Discussion

Bromberger, Norbert [bromberger] May 10, 2019, I support the approach. This is definitely a very good first step. It would be nice if we could prepare competencies and certificates visually on one page.

Kiegel, Colin [kiegel] 2019-05-28: A filter for "object" would be very useful in the certificates tab.

Studer, Martin [mstuder] 2019-05-29: I support this request. 

@Colin: Would a text filter be  sufficient for you?

JourFixe, ILIAS [jourfixe], 17 JUN 2019: We discussed the suggested feature and like it. But like in the FR before we need a clear suggestion how access from superiors to certificates of their employees is handled. Solution should/could be similar to competences.

Studer, Martin [mstuder], 29.06.2019:  I have just added the chapter Permissions to this article.

Kunkel, Matthias [mkunkel], 10 JUL 2019 : Concerning the order of entries in the Actions menu of 'Staff', I suggest to place the action "Certificates" straight after "Enrolments".

JourFixe, ILIAS [jourfixe], 15 JUL 2019 : We highly appreciate this suggestion and schedule it for 6.0.

Studer, Martin [mstuder], 29 November 2019:
We have made the implementations. And we have the following differences:
1. Deleted certificates are not taken into account.
2. There is no setting Activate Certificates for MyStaff. We handle this via the permissions.

JourFixe, ILIAS [jourfixe], 02 DEC 2019 : We accept the modified implementation without presenting certificates of deleted courses. We will pick up this option together with a general discussion of the certificate service. At the time being, the permission based on the position vanishes with the deleted course. To avoid misunderstandings, we would like to have a short notification on the screen of certificates that mentions that certificates of deleted courses are not presented.

8 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}.