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Insert Certificates in Portfolios only from Certificates in Achievements

Page Overview

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1 Initial Problem

At the time being certificates can be added as objects to the user's personal workspace. This feature was implemented years ago, where user certificates did not have a persistent character. With ILIAS 5.4.x persisting certifactes have been introduced. This makes this feature kind of obsolete, especially when considering the purpose of this feature: Adding certificates to portfolios.

On the other hand the Portfolio component suffers from the fact, that certificates can be inserted/added from two origins:

  1. Personal Workspace
  2. Persisting Certifiates (Achievements)
For the end user's usability and experience this is not a coherent behaviour.

2 Conceptual Summary

Therefore we suggest to Abandon Adding Certificates in Personal Workspace and to remove the option to add new certificates from the Personal Workspace to portfolio pages.

3 User Interface Modifications

3.1 List of Affected Views

  • Portfolio Page  » Edit  » Insert Certificate

3.2 User Interface Details

Instead of offering two options (like shown below in the ILIAS 6 screenshots) to add a new certificate to a portfolio page ...

, the actor MUST only select the certificate from the Achievements:

3.3 New User Interface Concepts

None

4 Technical Information

None

5 Privacy Information

None

6 Security Implications

None

7 Contact

8 Funding

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

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9 Discussion

Kunkel, Matthias [mkunkel], 16 JUN 2020: The two screenshots above in chap. 3.2 seem to describe the current status but not the intended UI for ILIAS 7, right? We need mockups that show how the feature will look like after being implemented for ILIAS 7. Just my 5 pence: do not use an underworld with a dropdown to select the certificate but a modal that lists all certificates of the user as shown in Achievements » Certificates. And this feature request does not clearly describe what happens with certificates in the the "My Resources" view. Should they stay? And if yes, why? Or will they be removed and only accessible on the screen "Achievements » Certificates". Thanks for clarification!

Jansen, Michael [mjansen], 20 JUN 2020:

  • Regarding the requested modal: I personally don't know if this is supported by the CoPage component. Maybe we need the CoPage maintainer to add a possibility to add Modal Actions. AFAIK every action when adding a new page component results in a new screen (this also applies for plugins).
  • Yes, we suggest to keep certificates in the My Resources area. We don't know for sure if these certificates have an equivalent Persisting Certificate (there is no relationship or technical connection between them), so we don't recommend to delete them automatically. If they stay, the users could still download them for archiving purposes. 

Samoila, Oliver [oliver.samoila], 22 JUN 2020: At the moment we would like to do the follow-up tasks on the Persisting Certificates. Therefore the connection between Workspace Certificates and Portfolio should be cut.
I understand Matthias' requirements, with a stronger visual insertion process. For this purpose, we started working on this a long time ago, but due to time and funding we could not push this forward. » KS-Entry Deck of Cards Selector
Maybe with ILIAS 8 for certificates and badges. ;)

JourFixe, ILIAS [jourfixe], 22 JUN 2020 : We highly appreciate this suggestion and accept the feature in the version suggested by Michael for ILIAS 7. We cannot delete the certificates in the workspace as they might not exist in Achievements » Certificates (e.g. they are related to an object to which the user had no more access in 5.3 before certificates have been migrated to persistent certificates). The presentation of the UI to choose the certificate is dependent from the decisions for the Page Editor Revision and has to be discussed separately.

10 Implementation

Implemented as described and shown above.

Test Cases

Test cases completed at {date} by {user}

Approval

Approved at 2020-10-26 by Samoila, Oliver [oliver.samoila].

Last edited: 27. Oct 2020, 08:53, Jansen, Michael [mjansen]