Create Portfolio from Template and for Global Roles

1 Initial Problem

• It is not possible to provide all users of a certain program / global role with a portfolio.

2 Conceptual Summary

It should be possible to assign a portfolio-template to global roles in the global administration. Users assigned to that global role automatically have a portfolio derived from that template on first login.

Administrator

1. Open Administration » Personal Workspace » Portfolio » Portfolio for Roles and click "Create Rule".
2. ILIAS presents rule creation form. User selects global role. 
3. ILIAS presents Modal with repository tree. User selects a Portfolio Template. 
4. ILIAS presents newly created rule in table. 

1. User logs in for the first time. Portfolio is automatically created. 
2. Assigned Portfolio(s) are presented in a standard panel (with the same titel as the title of portfolio-template) in order to visually separate assigned portfolios from the portfolios, created by user himself. 
3. Assigned Portfolio(s) are set offline (default)

3 User Interface Modifications

3.1 List of Affected Views

• Administration » Personal Workflow »  Portfolio

3.2 User Interface Details

Mock-Ups Administrator

Mock-Ups User

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 Privacy Information

Portfolios usually contain personal data. If being used, the organisation needs to identify the impact on privacy issues by the concrete metadata definitions used in portfolios and the data being entered by users. However this is already true for the existing portfolio feature.

6 Security Implications

We do not see any changes for security issues.

7 Contact

• Author of the Request: Tödt, Alexandra [atoedt];
• Maintainer: Killing, Alexander [alex]
• 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], 12 Aug 2020: I would prefer to not put this into the user administration, but into the porfolio administration instead. The user adminisration should not get cluttered with options for other components, imo. The feature is ok, I leave it to the PM if this is feasible for the core.

Tödt, Alexandra [atoedt] I made the changes Alexander proposed in text & mock-ups, we took out all profile-related issues and focused on the automatic creation of portfolios for global roles from template. 

JourFixe, ILIAS [jourfixe], 17 AUG 2020: We highly appreciate this suggestion and schedule it for ILIAS 7.

JourFixe, ILIAS [jourfixe], 19 APR 2021: We highly appreciate this suggestion and re-schedule the feature for ILIAS 8.

10 Implementation

The final implementation is  abit different from the mock ups: The mock-ups were building on the "Starting Point" feature, in which only only starting point can be determined and thus the order of rules to be parsed is of utmost importance: The first rules that applies will determine the user's starting point. 
This is not the case with the portfolio templates assigned to roles: A user can be assigned to mutliple roles und thus have multiple portfolios created from assigned templates. 

The implementation was slightly changed accordingly. 

Test Cases

Test cases completed at 2021-10-07 by

• 49223: Portfoliovorlage einer globalen Rolle zuordnen
• 49225:Benutzer, welcher eine bestimmten Rolle zugehört, bekommt ein Portfolio abgeleitet
• 49224: Zuordnung einer Portfoliovorlage zu einer globalen Rolle löschen

Approval

Approved at 17-11-2021 by