Quercus User Guide<>

Organisations

What are organisations?

Note: you must have the correct permissions in order to access the Organisations option. You must be a member of the QP_ORGANISATION_EDIT LDAP group to edit organisation details and add and remove staff and venues.

Organisations are entities that may represent:

affiliated companies or institutions

award bodies

clearing houses

commercial subdivisions

franchise partners

funding authorities

semi-autonomous business units

etc.

Exactly how you use organisations is up to you. By setting up organisations you can:

maintain the details of organisations with whom you interact on a regular basis

define sub-units of your institution above the level of faculty and department

record details of third-party contract resources — such as staff and venues — that you regularly use to supplement your own resources

make courses and modules available to independent franchise holders

simplify the implementation of access control within your organisation

Once you have added an organisation you can then associate staff, students, locations, courses and modules with the organisation. Individuals associated with organisation will only see data that relates to their own organisation unless they have been granted ‘superuser’ administration permissions.

Organisations and the Quercus security model

Available security models

In Quercus organisations can be used as a way of efficiently managing user access to content.

The following security models are availble:

the unrestricted model

details of all courses and all students visible to to staff

the person model

details of courses and associated students only visible to course tutors and other staff linked to the course instance

the organisation model

allows you to associate course and module instances with organisations and staff with organisations

» For information on how to enable security models see Security and access models.

The organisation security model

If you enable the organisation model of security, the staff associated with the organisation will automatically have access to:

all course and module instances associated with the organisations

all students associated with the same course instances

Implementing the organisation security model

» For information on how to implement the organisation security model see Security and access models.

Setting up an organisations

Organisations are set up using the Organisations option accessible from the Home screen.

To add an organisation

1Choose Organisations from the Home screen.

2In the Task panel select Add Organisation.

3Complete the Organisation details.

Note: If the organisation should be available as an employer in the Edit Employment pick-list (see Adding a new employer) click the Types button and add a Type record of Employer.

4Click Save.

Associating a person with an organisation

You can associate a person with an organisation.

If you associate a person with an organisation, that person will only see data that is associated with the organisation in question. For example you could set up an organisation to represent a franchise partner college. You could then associate staff members with the college. These staff members will see only details of course instances that are associated with their college (see below) but will not see details of other courses.

To associate a person with an organisation

Note: this is same process whether you are running the INSTANCE_ORGANISATION or the INSTANCE_ORGANISATION_NEW content access models

1Click the Organisations Smart Link on the Home screen.

2Click Search.

A list of the organisations that have been set up appears.

3To view an organisation’s details click the View icon .

The Organisations detail screen opens on the Staff tab.

4From the Tasks panel choose Add Staff.

5Use the search to locate the employee (they must have already been set up with a Quercus person record).

6Select a person by clicking the Select button.

The Employee Details screen opens.

7Add details of the employee’s role, with a start and end date if appropriate.

8Click Add.

The employee is added to the organisation’s list of staff.

To associate a course with an organisation (when using INSTANCE_ORGANISATION)

Note: you should use this procedure if you are running the INSTANCE_ORGANISATION content access model (see Access model = INSTANCE_ORGANISATION). You should not follow this procedure if you are running the INSTANCE_ORGANISATION_NEW content access model.

1From the Home screen select Programme Manager.

2In the Search, select the Instances option and locate the course instance you wish to associate with the organisation.

3Select the Defaults tab.

4Choose the organisation from the Organisation picker.

5Click the Save..

To associate a course or a module with an organisation (when using INSTANCE_ORGANISATION_NEW)

Note: you should use this procedure if you are running the INSTANCE_ORGANISATION_NEW content access model (see Access model = INSTANCE_ORGANISATION_NEW). You should not follow this procedure if you are running the INSTANCE_ORGANISATION content access model.

1Click the Organisations Smart Link on the Home screen.

2Click Search.

A list of the organisations that have been set up appears.

3To view an organisation’s details click the View icon .

The Organisations detail screen opens.

4Chooses the Courses or Modules tab (depending on whether you want to associate a module or a course).

From the Tasks panel choose Add Course or Add Module.

5Select the courses or modules you want to add and click the Add Courses or Add Modules button.

6The courses or modules are added to the organisation and appear in the course or module listings on the Organisation screen.

Staff members of the organisation can now view the courses and modules you have added.