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Deploying a Survey that is Visible Based on Role on the Front Page

You can use the front page to control who sees what version of a survey if you use the front page. The end user will see their survey version upon log on on the MySites page (Front Page) of CCLE. This example is for the Instructor Student Survey.Survey, which was deployed to two different populations. If you are deploying a survey to only one group then alter these steps accordingly.

IMPORTANT NOTE: Only one site-wide survey can be administered at a time. You will need CIG approval.

Make your lists to populate the front page:

  1. Go to User Bulk Actions in the Admin Panel and use the Filters (Show Advanced) to generate one group (Students in this example) and download this list as a csv file.
  2. Repeat the steps above to get the second list (Instructor for this example). You can do filters based on term, if desired. For each category add that list to Selected Users and repeat for additional Categories and/or term).
  3. For each list you do, make sure one of your filters is Authentication = Shibboleth. This is also an important step because Moodle makes you specify this when uploading your users into the Front Page. See step
  4. On CCLE, students and instructors share roles, so it very important to remove duplicates (your survey may not work as expected if you don’t do this). Use the remove duplicates feature in Excel (merge your instructor list into the student list and then remove duplicates).
  5. Now you should have two lists (instructor and student) that do not contain duplicates).
  6. Specify a new label fields in excel called role1 and course1 for each list
  7. For instructors use the Non-editing instructor role (role ID = 4). Using this role ensures that instructors will NOT have editing rights to the front page.
  8. For students use the Student role (role ID = 5)
  9. For both lists put ccle in the course1 field (this is the shortname of the front page)

Upload your files into the Front Page roles:

  1. Go to Upload Users on Admin Panel and select each of your files to upload.
  2. Make sure settings look like this:
  3. Your front page will now be populated with the new roles.
  4. Go to front page block and turn on Menu block and add a questionnaire
  5. Make two surveys for each group
  6. Make an html block and paste the links into each block and label accordingly
  7. Set the permissions on each block (Students cannot view Faculty Survey and vice versa).
  8. Set the permissions on the blocks so that Guests and Supporting Admins cannot see the surveys (view block=probhit).
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