Moodle

User Guide for Management of

Training for Patent Examiners
Table of Contents
1.  Introduction ....................................................................................................................... 2 
What is Moodle? ................................................................................................................... 2 
Before We Start – for administrators .................................................................................... 2 
2.  Setting up the front / home page ....................................................................................... 4 
Front Page Settings .............................................................................................................. 6 
Appearance Settings ............................................................................................................ 7 
3.  User Profile Settings ......................................................................................................... 9 
Hiding Unused Default User Profile Fields ........................................................................... 9 
Creating New User Profile Category ................................................................................... 12 
Creating New User Profile Field ......................................................................................... 14 
Adding Users ...................................................................................................................... 20 
Extracting Data of Users ..................................................................................................... 20 
4.  Roles in Moodle .............................................................................................................. 27 
5.  Competency Frameworks ............................................................................................... 30 
For Administrators: Setting up Competency framework ..................................................... 30 
For Managers / teachers: create learning plan templates .................................................. 32 
For Users / Trainees / Examiners: Viewing own Learning Plan .......................................... 43 
6.  Creating a Course ........................................................................................................... 46 
Self-Assessment ................................................................................................................. 46 
Extracting Data from the Course ........................................................................................ 48 
7.  Creating a Quiz / Feedback in Moodle ............................................................................ 53 
8.  Importing a Course to Moodle ......................................................................................... 54 
Adding a Category / create new category........................................................................... 54 
Importing / Restoring a Course ........................................................................................... 56 
Adding / Modifying compentencies of a Course ................................................................. 63 
Enrolling a User to a Course ............................................................................................... 63 
9.  Reports in Moodle ........................................................................................................... 67 
10.  Reviewing Competencies ............................................................................................ 67 
Viewing report and giving rating of enrolled users .............................................................. 67 
For Users: Submitting Evidence of Prior Learning .............................................................. 71 
For Teachers / Managers: Reviewing evidence of prior learning ....................................... 75 
11.  Workarounds in Moodle ............................................................................................... 79 
Compiling Data of examiners .............................................................................................. 79 
Creating a New Course ................................................................................................... 79 
Creating Similar Courses for Previous Years .................................................................. 88 
Match Competencies of a user and a course ..................................................................... 93 
Using Plugins ...................................................................................................................... 95 
Match Course with user profile fields .............................................................................. 95 
Course Prerequisites..................................................................................................... 104 
Upload Files in User Profile ........................................................................................... 114 
Monitoring of Learning Plans ........................................................................................ 118 
 1. INTRODUCTION
WHAT IIS MOODLE
E?

Moodle is a learnin ng managem ment system m (LMS) – a software package

p designed to help
users / educators
e c
create quality online co
ourses and manage lea arner outcommes. Moodle is
Open Source
S softw
ware, meaniing users arre free to do
ownload it, use it, modify it and evven
distributte it.

BEFOR RE WE START – FOR ADMINISTR

A RATORS
Moodle can be dow wnloaded frrom Moodle e’s download d page: http
ps://downloa
ad.moodle.org/.
This useer guide will not touch on the requ
uirements to o run the Mooodle page on the chosen
server. Please consult the IT Department
D t in the Officce on this matter.
m

Further guides on installation

i can also be
e found here
e:
https://d
docs.moodle
e.org/34/en/Main_page e

2|Page
3|Page
 2. SETTING
S G UP THE
E FRONT
T / HOME
E PAGE

During iinstallation, a few thing

gs will need to be set up
u first:

Brief exxplanation of
o a few item
ms shown:
i) e name: the title of the site; appears at the top
Full site p of every page
p above the
navigatiion bar
ii) Short na ame for site
e: appears at
a the beginnning of the navigation bar as a lin
nk back
to the frront page
iii) Front pa age summa o the front page using the course
ary: can be displayed on e/site
summary block; it isi also used d as the HTML metada ata description in some themes

By defa ault, a new Moodle

M site comes withh ‘Boost’ the wo other standard them
eme and tw mes,
‘Clean’ and ‘More’. After installation, the new
n site (de
epending on
n the Moodle version
d) may lookk like this:
installed

4|Page
 Show/H
Hide
Setttings
Naviga
ation Drawer

Navigation Drawer

A few th
hings for ma
aking naviga
ation of Moodle easierr:

i) Navigattion Drawerr: Listed majjor navigation categories for ease

e of access. It can
also be customized on above is used to sho
d. The butto ow/hide the
e navigation
n drawer
ii) s: The gear menu is ussed to turn editing
Settings e on/o
off

If Boostt theme is used, by deffault the adm

ministration block is no
ot on the fro
ont page. Too add
the adm
ministration block, simp
ply click ‘Addd a block’ button (makee sure that editing is tu
urned
on):

Click ‘Adm
ministration’

Click ‘Add a block’

5|Page
 Administrration block
is now ad
dded to the
front page
e

Each oof these boxxes is called

d
“block”

g is turned on,
If editing o the added block(s)) can be dra
agged and moved.
m

There aare multiple ways for an n administraator to edit the

t settingss of the front page. One e of the
ways wo ould be to click
c ‘Edit se
ettings’ from
m the Admin nistration bloock from the front pagee. Or if
the ‘Booost’ theme is used, clicck the gear menu
m top right of the frront page and then clicck ‘Edit
settingss’.

T PAGE SET
FRONT TTINGS

This is w
where admiinistrator (or other userrs with perm
mission to edit
e these se
ettings) can
customiize the site. Brief expla
anation on the items in this page:

6|Page
 i) Full site
e name: the title of the site; appears at the topp of every page
p above the
navigatiion bar
ii) Short na ame for sitee: appears at
a the beginnning of the navigation bar as a lin
nk back
to the frront page
iii) Front pa age summa o the front page using the course
ary: can be displayed on e/site
summary block; it is i also used d as the HTML metada ata description in some themes
iv) Front pa age: items that
t will be displayed on
o main pag ge before loogged in
v) Front pa age when lo ogged in: ite
ems that will be displayyed on the main
m page when
w a
user is logged
l in.

APPEARANCE SE ETTINGS
Apart froom configuring the item
ms to be dissplayed, administrators s (and of co
ourse, userss with
permitteed access) can
c also cu ustomize the e appearancce of the sitte (for exam
mple, addingg
images / logos, chaanging colo or to suit corrporate coloor of the org
ganization, etc.).
e Appea
arance
settingss can be acccessed fromm ‘Appearan nce’ tab in the
t ‘Site adm ministration
n’ block.

Moodle also has hu undreds of user-create ed themes that can be chosen from m, where diifferent
themes may displa ay blocks in different pa
arts of the page.
p Even when a theme is seleccted, an
adminisstrator can still
s customize the appe earance of the
t page. For
F example e, the screen
nshot
below iss from a the
eme where all
a blocks are arranged d on the leftt side of the
e page:

7|Page
8|Page
 3. USER PROFILE SETTINGS
In order to fully utilize Moodle as a tool for managing training of patent examiners, certain
criteria have to be added to the existing user profile fields. For example, certain trainings
require the participants to have been an examiner for a certain number of years, have
technical degree in a certain field, expert in conducting examination for application in certain
International Patent Classification (IPC) class, and so on. Luckily, Moodle has the option of
adding or even modifying user profile field, so administrators / managers can easily browse
through or filter the list of users based on these fields.

HIDING UNUSED DEFAULT USER PROFILE FIELDS

When creating a new user, the user can fill out the details in his/her profile. For example,
Moodle has dedicated fields for personal Web page, ICQ number, Skype ID and other
personal details to be displayed in the user profile page. Even though this details will not be
shown if there is nothing inserted, it would be advantageous to hide these personal details
altogether from the profile page to make room for custom user profile fields.

9|Page
These pprofile fields
s can be hid
dden by goin ng to Site administratio
a on > Appearance > The
emes,
then chooose the theme that is currently being
b used. For example, is the the
eme used in
n the
‘Clean’ theme, cho oose Clean. In the ‘Cusstom CSS’ box,
b type these comma ands:

#id_moodle
fieldset# e_optional {d
display: nonne;}
fieldset#
#id_moodle
e_additional_names {diisplay: none
e;}
fieldset#
#id_moodle
e_interests {display:
{ no
one;}
fieldset#
#id_moodle
e_picture {display: nonee;}

Then click ‘Save ch

hanges’ to proceed.
p

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These p
profile fields
s now are no
o longer shown in the ‘edit profile’’ section.

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 Custom fields are now directly
below general fields

CREATING NEW USER PROFILE CATEGORY

Go to Site administration > Users > Account > User profile fields

By default a category called ‘Other details’ are already created. New user profile fields can
be created as part of the ‘Other details’ category. If an administrator wishes to create a new
profile category, click ‘Create a new profile category’:

12 | P a g e
Give a n
new name for
f the categ
gory, then proceed
p by clicking ‘Sa
ave changes’:

Give a na
ame for the new
category

Now the
ere are two categories that can be
e customize
ed:

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CREAT TING NEW USER
U PROOFILE FIELD D
Now, to
o create a ne
ew user pro
ofile field, ch
hoose one o
of the availa
able optionss when clickking the
drop-do
own arrow:

For exa
ample, if the
ere is a needd to create the
t recruitm
ment date off appointme ent of the usser as a
patent e
examiner, choose ‘Date e/Time’ option from the
e menu. If th
he profile fie
eld only con
ncerns
month aand/or year,, it would be
e better to choose
c drop
pdown menu for each monthm and/or year
option, as
a shown below:
b

14 | P a g e
 Different dropdown
d o
option for
month and year

In the next page, fill you the re

equired colu
umns for the
e new profile field. It is recommen
nded to
put onlyy one word in the ‘Shorrt name’ column for eassy referencce.

15 | P a g e
Specify other settin
ngs for this field. A sho
ort explanatiion on these
e items:

i. Is this fiield requiredd? : a user must fill thiss field

ii. Is this fiield locked?? : It this fielld is locked, once inputted, only users with
authorizzation are allowed
a to ch hange it
iii. Should the date be e unique? : Unique mea ans only on ne user can key in the same
s
input. For example e, recruitmen nt date mayy not be unique, but sta aff ID numbber may
be unique
iv. Display on signup page? : The e custom fie eld is displaayed during signup. Ch hoose no
ser field can
if the us n only be inp putted by au uthorized users, not us sers themse elves
v. Who is this field vissible to? : Choose
C visib
bility setting
gs
vi. Categorry: If there is new categ gory created, choose between
b the
e default ca
ategory
(‘Other details’) and d the new category.
c If there is no new catego ory created,, the
custom field will be e put under the default category.
vii. Other specific settings depend ding on the type of use er field creatted

After co
ompleting th
he suitable preferences
p s, click ‘Save changes’ to proceed
d.

16 | P a g e
For a usser profile fiield in which
h a user has to choosee on of posssible optionss, choose thhe
‘dropdown menu’ option,
o and under the specific
s settings, every option is in one line, as
a
shown hhere:

17 | P a g e
Howeve er, this type of option only
o allows one
o item to be chosen.. It may be a good idea
a to use
Text Inp
put for multiple inputs.

When a user first signs

s ese customized fields will
up, the w be displlayed:

18 | P a g e
After tha
at, depending on the preference
p settings, all the custom
mized fields will
w be show
wn in
the user’s profile pa
age:

19 | P a g e
 The
ese are all ccustomized user
pro
ofile fields

ADDING
G USERS

docs.moodle
https://d e.org/33/en/Add_userss

EXTRACTING DAT
TA OF USE
ERS

20 | P a g e
Adminisstrators (andd users with h permissions) have the ability to view
v and do
ownload user data.
To view
w the list of registered
r u
users in the Moodle site
e, go to Site
e administra
ation > Userrs >
Accounts > Browse e list of users:

To filter user
u by nam
me

Howeve er, as the naame suggessts, this only allows the e administra
ator to view
w the list of users.
u It
also onlly allows the
e results to be filtered by user full name.

In orderr to extract full

f data of all
a users, orr a group off users with certain criteria, go to Site
S
adminisstration > Us sers > Acco
ounts > Bulkk user actio
ons.

This pag ge also has

s the header ‘New filterr’, similar to Browse list of option page.
p Howeever,
instead of having only
o one filte
er, clicking ‘Show
‘ more e…’ will reve
eal that the list of userss can
ed using an
be filtere ny field foun
nd in the use er profile:

21 | P a g e
 Click here
h to see the list of
availa
able filters

Filters according
a to
o the custom
m user profile fields are
e also possiible. Notice that the user
profile field is base
ed on the shhort name of the field:

For exa
ample, if the
e administra
ator wants a list of userrs that exam
mine applica
ations relatin
ng to
human necessitiess (A section)), then clickk ‘Add filter’::

22 | P a g e
 e ‘users in list’ will onlyy show userrs in which his/her IPC starts with A:
Now the

23 | P a g e
 This section will display all active
s
filters

List of
o users tha at fulfill the
condditions of the
e filter

To download the lisst of users, choose ‘Do

ownload’, th
hen click ‘Go
o’:

24 | P a g e
 e the format of the file containing
Choose c the list of ussers, then cllick ‘downlo
oad’:

Once th he file has been

b downlooaded, click k the file to open
o it. This
s is how the
e documentt looks
like if it is in Micros
soft Excel (.xxlsx) formatt:

The cusstom user profile

p fields are usually
y to the right of the defa
ault fields, as
a shown ab
bove.

Regarding dates, inn the spreadsheet, thee dates are using

u a Unix timestamp format, wherein
w
the systtem describ
bes the poinnt as the num
mber of secconds that have
h elapse
ed since
Coordinnated Univeersal time (U
UTC), 1 January 1970. To convertt the format back to datte, in a
new column, use th his formula::

=(A1/86400
0)+25569+(‐
‐5/24)+1 

Where A ell containing the Unix timestamp.

A1 is the ce t Then, rightt click on the cell to cha
ange its
format tto Date. The
e additional column no ow displays the recruitm
ment date in n date forma at, as
shown b below:

25 | P a g e
26 | P a g e
 4. ROLES IN MOODLE
Normally in a classroom training program, a hierarchy of examiners with differing capability is
needed to maintain the flow of the training. Not all examiners who are involved in a training
program have the same roles. For example, when there are trainees, there must be trainers,
coordinators, and so on. Similar approach is also applicable in Moodle. Moodle has several
default roles that can be customized according to the needs of a patent office.

For example, the usual roles found in training are as follows:

ROLE DESCRIPTION
Coordinator the person in charge of the training, usually does not
involve in the training, but rather managing the training
Supervising Examiner / Mentor may or may not directly involved in the training, mainly
for assisting trainees
Trainer examiners who are responsible for training the trainees,
also the grader
Examiner examiners who are not involved in the training
Trainee examiners who are involved in the training

In Moodle, the standard roles and their description are:

ROLE DESCRIPTION
Manager Can access and modify course, usually do not
participate in courses
Course creator Can create new courses
Teacher Can do anything within a course, including changing the
activities and grading students
Non-editing teacher Can teach in courses and grade students, but may not
alter activities
Student Generally have fewer privileges within a course
Guest Have minimal privileges and usually cannot enter text
anywhere
Authenticated user All logged in users
Authenticated user on frontpage All logged in users in the frontpage course

As can be seen, some of the roles in training have the same function as the role created in
Moodle. Moodle also allows changing the role name, therefore it would be advisable to follow
the role in training.

To change name of standard roles in Moodle, go to Site administration > Users > Permission
> Define roles. Click the name of the role that is to be changed. In this example, ‘Manager’
will be changed to ‘Coordinator’.

In the next page, click ‘Edit’ to edit the name.

27 | P a g e
 ustom full na
The ‘Cu ame’ box is left empty. By default,, the ‘Custom full namee’ box of all roles is
empty, so
s the role will follow thhe name wrritten in the ‘Short nam
me’ box. So, in order to change
the nam
me of the rolle, key in the desired name
n in the ‘Custom fu
ull name’ box. Then clicck ‘Save
changess’ to procee
ed.

Please do not chan ort name of any of the standard

nge the sho s roles.

Click ‘Save chan

nges’ to pro
oceed

Insert new custom

c nam
me here

28 | P a g e
 e now has been changed to ‘Coorrdinator’.
The role

29 | P a g e
 5. COMPET
TENCY F
FRAMEW
WORKS

Compettencies desscribe the le evel of unde erstanding ofo proficienc

cy of a learn
ner in certain
n
subject--related skills. In Moodle, it is posssible for an administrattor / manag
ger to create
e and
apply coompetency frameworkss for evalua ating patent examiners against com mpetenciess. The
compete ency framework for pa atent examin ners can be e downloade ed here: <UURL>

FOR AD DMINISTRA ATORS: SE ETTING UP COMPETE ENCY FRAM MEWORK

Site Adm
ministratorss can create
e a compete ency framew work and deefine associated
competeencies. Belo ow are the steps in settting up com
mpetency framework:

i) Enable Competenccies
Adminisstrators can
n double che
eck that com
mpetencies are enable
ed on the Mo
oodle
instance
e. To enable competen ncies:
Site adm
ministration > Competeencies > Coompetency settings
s

ii) Import Competenc

C cy Framewo ork
To impo ort competeency framew work, go to: Site administration > Competenc
C cies >
Import competency
c y framework k
Click ‘C
Choose a filee’, and choo ose the com mpetency fra
amework fo or patent exa aminers
downloa aded earlierr. Alternativ
vely the file can be drag
gged and dropped to th he box
with bigg blue arrow
w to be adde ed (however this option n is currently not availa
able if
Internett Explorer browser is used).
Click ‘Im
mport’.

30 | P a g e
 Confirm’.
Click ‘C

Continue’ to proceed.
Click ‘C

31 | P a g e
 Once coompetency framework has been added,
a adm
ministrators can
c use thee
competency to create learning
g plans. The
e template competency
c y framework can
also be modified.

Click
k ‘Add comppetency’ if want
w to
add sub-item
s in the competency
framework

FOR MA ANAGERS / TEACHER RS: CREAT TE LEARNING PLAN TEMPLATE

T ES
Once co ompetency framework has been set s up, the next
n step is creating a learning pla
an
templatee. A learnin
ng plan tempplate is han ndy when thhere are many patent examiners
e in
n one
Office a
and each exxaminer’s prrogress in te erms of com
mpetencies needs to be monitored d and
tracked. A templatee also mean ns that it is easy to imp
plement cha anges to the
e learning plan,
p as
a changge in the tem
mplate will change
c the individual le
earning plan of the exa
aminers.

i) Create learning pla

an templates
Go to Site
S administration > Co ompetencies > Learnin
ng plan temp
plates

32 | P a g e
 Click ‘Lea
arning plan templates’

All learn
ning plan templates tha
at have bee en created will
w be displaayed here. To add
a new leearning plann template, click ‘Add new
n learnin
ng plan temp
plate’:

C
Click here to
o add new template
t

Create a new learn g it a name, and optionally a short

ning templatte by giving
descripttion of the template:

33 | P a g e
 Click here to save the new
C
te
emplate

ii) Adding competenccies to a learning plan template

t

Once a learning pla e has been created, ma

an template anagers/teaachers can add
competencies that must be acchieved for all patent exxaminers under the lea
arning
mplate:
plan tem

Clicck here to add

a compettencies

34 | P a g e
Choose the reelevant
commpetencies to add to th
he
lea
arning plan template
t

After selecting all competencie

es,
dd’
click ‘Ad

35 | P a g e
 All compete
A encies relate
ed to the
learning pla
an template will be
listed here

iii) Creatingg cohorts

Cohortss are site-wiide groups. The purposse of cohorts is to enable all mem mbers of
the cohort to be eaasily enrolled
d in a coursse, or assigned with a learning
l pla
an with
ew clicks.
only a fe

ate a cohort,, go to Site administrattion > Userss > Accountt > Cohorts
To crea

The pag
ge will show
w all availab
ble cohorts. Click ‘Add new cohort’ to create o
one:

36 | P a g e
 Clic
ck ‘Add new
w cohort’

Give a title for the

e
newly--created cohort
and opptionally a short
s
description aboutt the
cohortt

Click ‘Save changes’

ohort
to save the co

The new co ohort will be

e listed on
available cohorts
c

iv) Assignin
ng users to a cohort
To assig
gn a user to
o a cohort, click the rightmost icon
n under the ‘Edit’ colum
mn:

37 | P a g e
 Click th
his icon

Click the users to be

b added to
o the cohort. Hold ‘Ctrl’ to choose more than one
o
user. Thhen click ‘Ad
dd’.

Choose thhe user(s) too be added

to the coh
hort, then cliick ‘Add’

The use
ers are now
w added to th
he cohort.

38 | P a g e
 Similar steps can also
a be done to remove
e users from
m a cohort.

A user can
c be adde
ed to more than one co
ohort.

v) Assignin ng plan template to an individual or

ng a learnin o a cohort
To assig
gn a learnin
ng plan to an individuall or a cohorrt, go to:
Site adm
ministration > Compete encies > Le
earning plan n templates

gn the learn
To assig ning plan to an individu
ual, click ‘Ed
dit’ then clic
ck ‘Create le
earning
plan’

39 | P a g e
 Ch
hoose the us sers (trainees) to
ass
sign the lea
arning plan to
t

y, to assign
Similarly n the learnin
ng plan to a cohort, clicck ‘Edit’ then
n click ‘Add cohorts
to sync’’

Choose the rela ated cohort to be

syncced to the le
earning plan
n

After alll has been ccompleted, on the page of learning plan temp plates, view
wers can
see the number of cohorts and d/or individu
uals assigned to the learning plann:

40 | P a g e
Alternattively, addin
ng a cohort or an individual can be
e done by clicking
c the number
n
corresponding to cohorts
c or le
earning planns. For exam
mple, if an individual ne
eeds to
be addeed to the leaarning plan template:

Click the number to

C
a more in
add ndividual

Click the downward

d arrow
a where
e
it will list all
a available users.

Click the us
sers to be added
a to
the learning
g plan

41 | P a g e
 Click ‘Create learning pla
ans’

Notification
n on a learn
ning plan for
the user haas been creeated

Thiss user now has a learning

plan
n

Similar step is also

o applicable for creating
g learning plan
p for cohorts.

c be assigned to mo
A user can ore than onee learning plan
p templatte, even when the
learning
g plan templates have overlappingg competencies. This is s advantageeous
such ass when there
e are differe
ent template
es available
e for differen
nt work exp
perience,
technica
al backgrou
und or differrent compettency frameework altoge ether.

42 | P a g e
 This usser has two different
learningg plans asssigned

SERS / TRA
FOR US AINEES / EXAMINERS
E S: VIEWING
G OWN LEA
ARNING PL
LAN

A user ccan view hiss/her learning plan fromm the profilee page. One e way to vieew the profile page
is by cliccking the do
own arrow next
n to proffile picture on
o the top riight of the page,
p then click
c
‘Profile’.

Learning plans can

n be viewed
d by clicking
g ‘Learning plans’
p unde ellaneous’ tab.
er the ‘Misce

43 | P a g e
 Le
earning plan assigned to user

Alternattively, learning plan is also listed on the dash

hboard of a user (usually after the login
page).

44 | P a g e
List off competencies under the
assignned learning
g plan

45 | P a g e
 6. CREATIN
NG A CO
OURSE
After se
etting up use
ers and their learning plan,
p the ne
ext step is to
o manage thheir training
g and
compete ency. Although the primmary objecttive of this LMS
L is to monitor
m and measure th hese
examine ers’ perform
mance and not
n develop ping own online courses, performa ance measu urement
is conduucted througgh reports and
a analysis. In Moodle, these rep ports and analysis can be
obtainedd by meanss of a course. Although h it is called a course, technically
t f patent offfice’s
for
purposees, the courrse is a wayy to monitor the examin ner’s performmances as all activitiess and
resources can easily be developed in a course.
c

More information about

a ng courses can be found here:
creatin
docs.moodle
https://d e.org/33/en/Courses.

SELF-A ASSESSME ENT

Coordin nators can develop
d a cuustomized self-assess
s ment questtionnaire byy utilizing the
e
various activities avvailable for a course. The
T self-assessment questionnair
q re can also be
analyze ed and extra
acted for futture referen
nce. After crreating a course, an addministrator (or any
users with
w similar permissions
p s) can add activities
a in the course by clicking ‘Add an acttivity or
resource’. Please make
m sure that
t editing is turned onn in order to
o make is possible to add
a
activities or resourcces.

Ma
ake sure ed
diting is turn
ned on

A popup ar, listing all possible ac

p will appea ctivities and
d resources e included in the
s that can be
course.

explanation for each tyype of activity can be fo

A brief e ound here:
https://d
docs.moodle o resource can be
e.org/33/en/Activities. A brief expllanation for each type of
found here: https:///docs.mooddle.org/33/en/Resource es.

46 | P a g e
Normallly, the type of activity iss determine
ed from the intended ou utcome. If there is an
expecte ed correct answer, mosst probably a quiz type activity is preferred.
p Iff the questio
onnaire
is in the
e form of dic
chotomous, three-pointt or five-poin nt scale, the
e suitable activity
a would be of
feedbacck type. If th
he questionnaire is direected to surrvey after a course/train ning/lesson, most
probably survey-type activity is preferred (please bear in mind that t survey--type activityy has its
own deffault fixed questions).
q

In this e ype activity is preferred

example, a feedback-ty
f d. Click ‘Fee d then ‘Add’ to
edback’ and
proceed d.

47 | P a g e
Give a ttitle for the activity,
a and
d any other settings suitable. For example,
e th
he activity ca
an be
made such that use ers can ansswer anonymously, mu ultiple times, and so onn. Click eithe
er save
button tto continue.

EXTRACTING DAT
TA FROM THE
T COUR
RSE

Dependding of the tyype of activvities chosen, a coordin

nator can ob alysis of answers
btain an ana
by userss enrolled in
n the course e. As an ex
xample, if a weighted scale responnse using fe
eedback

48 | P a g e
type is u
used, a coo
ordinator can collect da
ata on all ressponses fro om the ‘Anaalysis’ tab on
n the
activity. The respon
nses can also be expo orted to Exce el, by clickin
ng ‘Export to
t Excel’.

mple of the Excel file showing the feedback response

An exam r is shown belo
ow.

49 | P a g e
This anaalysis can also
a be acce
essed via th
he feedbackk administra
ation section in the
adminisstration bloc
ck.

50 | P a g e
For a qu uiz type of activity,
a therre is a quiz administrattion section available in
n the
adminisstration blocck. Under th he ‘Results’ tab, a coord dinator can view overa all grades an
nd
statistics. The repoort can also be downloa aded in variious formatss.

51 | P a g e
52 | P a g e
 7. CREATIN
NG A QU
UIZ / FEE
EDBACK IN MOODLE
Moodle is also equuipped with custom activities such as a quiz or o a feedbacck. As menttioned
earlier, since Mood
dle is aimed
d for deliveryy of blendedd online lea arning, these
e activities must be
incorporated in a course. To le
earn more about
a creatiing activity in a course, please reffer here:
docs.moodle
https://d e.org/34/en/Managing_ _a_Moodle_ _course

Moodle also suppo orts importin om a Word document, which make

ng a quiz fro es incorporating
existing standalone
e quiz into Moodle
M a brreeze. A demonstration
n on importiing a quiz frrom a
Word do ocument caan be found here:
https://w
www.youtubbe.com/watcch?v=6R1T TM6lGrCQ

53 | P a g e
 8. IMPORTING A CO
OURSE TO
T MOO
ODLE
Apart fro
om creatingg a course from
f scratchh, Moodle also
a allows importing
i a course to be
b
uploadeed to the site
e. For exammple, if WIP
PO or any otther patent office is inte
erested to conduct
c
a questionnaire or survey, the e questionnaaire / surveyy can be up
ploaded to thhe Moodle site (in
m of a cours
the form se) and it ca
an then can be accesse ed by userss.

ADDING G A CATEG GORY / CRE EATE NEW W CATEGOR RY

To go to
o course se ettings, go to
o Site admin B default a ‘Miscellane
nistration > Courses. By eous’
categorry is alreadyy created. To
T add a new w category,, click ‘Add a category’:

54 | P a g e
 If it is a ma
ain category
y, choose
‘Top’. If the
e new categgory is a
subcategorry, choose thet existing
category

Name
N of the
e new categ
gory

Descripption of the new catego

ory
(optional)

Create categ
Click ‘C gory’.

55 | P a g e
 The
e new categ
gory is now listed

IMPORT TING / RES STORING A COURSE

In
n this examp ple, a prese
et questionnnaire will be uploaded to the site. Since
S the tittle of the
questionnnaire is …., preferablyy the suitab
ble categoryy is ‘Prior Le
earning’. To
o upload a course,
c
go to Siite administtration > Co
ourses > Restore coursse.

The eassiest way is to drag the

e previouslyy downloade ed file to the
e big white box
b (if using
g any
browserr other than
n Internet Exxplorer). Altternatively, click ‘Choosse a file…’ and choosee the
file:

56 | P a g e
 Drag the
e downloade
ed file to he
ere

Click ‘Restore’

57 | P a g e
 Click ‘Con
ntinue’ to prroceed

Usually the importe ed course iss a new cou

urse. So, un
nder the hea ader ‘Restore as a new w
course’,, click the ca
ategory corrrespondingg to the courrse (in this case,
c it is Prior
P Learnin
ng),
then clicck ‘Continuee’.

The impported coursse may also o be a new course repllacing an ex xisting courrse. If that iss the
case, un
nder the heeader ‘Restoore into an existing
e cou
urse’, choosse either the
e new coursse will
be mergged into the
e existing co
ourse, or repplace by deeleting the existing
e course. Choose e the
course intended to be replace ed, and thenn click ‘Conttinue’.

58 | P a g e
 Choo ose the cateegory, then
click ‘Continue’

Chooose the cou

urse to be
repla
aced, then click
‘Con
ntinue’

Choosee whether immporting thee course wo ould also im

mport severaal items in th
he original course.
c
By defa
ault, everything is also included
i in the import. Click ‘Nextt’ to proceed
d.

59 | P a g e
The imp
ported coursse has its own
o details ((name, starrt date), but administrattor is free to
o edit
them. C
Click ‘Next’ to
t proceed.

60 | P a g e
Click ‘Perform resto
ore’ to procceed.

61 | P a g e
Click ‘C
Continue’ to proceed.

estionnaire can now be

The que e answered by users.

62 | P a g e
ADDING
G / MODIFY
YING COMP
PENTENCIES OF A C
COURSE

ENROL LLING A USSER TO A COURSE

C
Once a course has
s been created, an adm ministrator can
c enroll a user to the course. Op
pen the
course page and click the dessired course
e:

On the course
c page in the ‘Ad
dministration
n’ block, the
ere will be a header called ‘Course
e
adminisstration’. Go
o to Users > Enrolled users.

63 | P a g e
The ma ain title will display
d how
w many enro
olled users for
f the courrse. In this example,
e cu
urrently
there is no user enrolled. To add
a / enroll users, clickk ‘Enrol userrs’.

Number of enrolled
d users at th
he
nt
momen

64 | P a g e
A pop-u up will appear, listing avvailable use
ers to be en nrolled to the course. Administrato
A or can
also sim
multaneously assign roles to the us ser, e.g. stu
udent, teach her, and maanager. Oth her than
enrolling
g individual users to the course, administrato
a or can also enrol
e a coho
ort to the co
ourse by
choosinng ‘Browse cohorts’
c insstead of ‘Bro
owse users’’. Click ‘Enrrol’ for each user / cohoort.

Choose eithe er to enrol by

b users
orr by cohortss

Click
k ‘Enrol’ for each
e user

Click ‘Finiish enrolling

g
users’ to proceed
p

Note: A user can also

a enroll himself / herrself if self-e
enrolment is
s enabled fo
or a course.

urse now wiill be update

The cou ed to list the
e enrolled u
users.

65 | P a g e
66 | P a g e
 9. REPORT
TS IN MO
OODLE

10. REVIE
EWING COMPET
C TENCIES
S
VIEWIN NG REPORT T AND GIV VING RATIN NG OF ENR ROLLED US SERS
An admministrator, a teacher annd other perrmitted users can vieww report of each enrolled users
in a cou
urse. With Moodle,
M the reports can
n be broken n down accoording to competenciess linked
to the co
ourse. Unde er ‘Course administrat
a ion’, go to Reports
R > Competency
C y breakdown n.

Report is broken do
own accord ding to comp
petencies re
elevant to th
he course, and also dissplayed
for each
h user who is taking the
e course.

ager is satisfied in the user’s

If a teaccher / mana u perfo
ormance in thet course, the teacher /
manage er can indica
ate that the
e user is commpetent by giving the appropriate
a rating for each
e
compete ency. To ra
ate the user,, click the word
w ‘Not ratted’ for the competenccy to be rate
ed.

67 | P a g e
 Cliick this arro
ow to switch
h
be
etween userrs

Click here
e to change
e the rating of
the comppetency

up window will
A pop-u w appear, indicating that
t at the moment
m the user is nott proficient in the
competeency, and also
a no ratin
ng has been
n given.

To give rating to the user, click the word ‘Rate’. Anotther pop-up
p window wiill appear, and
a in
this window, the teacher / man nager can give
g rating (either comp
petent or no
ot yet competent),
with evidence note es.

68 | P a g e
After tha
at, the userr is indicated
d as proficie
ent in the co
ompetency, with a ‘Com
mpetent’ ratting.

69 | P a g e
Conseq quently, in th
he compete
ency breakd
down report, the particu
ular compettency for the
e user is
rated ass ‘Competent’.

70 | P a g e
 SERS: SUB
FOR US BMITTING EVIDENCE
E OF PRIOR
R LEARNING
G

here are com

Since th mpetenciess that are no
ot relevant to
t any of thee available courses,
examine ers can sub
bmit own evvidence indic
cating that they
t are alrready comp petent in tha
at
particula
ar competency. Administrators / Managers
M ca
an also reviiew this evid
dence and decide
whetherr the eviden
nce is enouggh to demonstrate profficiency of the
t compete ency, or askk the
examine ers to subm
mit more evid
dence.

For a usser to uploa

ad the evideence, go to the
t learning
g plan from the profile page.
p Click
‘Evidencce of prior learning’.

ge will display all evide

This pag or learning. In this particcular examp
ence of prio ple, the use
er has
never submitted an ny evidence e. To upload
d evidence, click ‘Add newn evidence’.

71 | P a g e
In the next page, innsert an apppropriate title for the evvidence to be
b uploaded d, along with a
descripttion of the evidence.
e It is also possible to incllude a URL for further reference. In I this
example e, the user has a Master in Intellectual Prope erty, so he iss uploading
g the certificcate,
and a UURL to the list of coursees under the e program.

Nam
me of the evvidence

Short de
escription
regarding
g the evidence

URL
L for referen
nce (if any)

72 | P a g e
 Evide
ence

Clickk to proceed
d

After sa
aving the changes, the uploaded document(s
d ) will be displayed. To link related
compete encies to th
his evidence
e, click ‘Linkk competencies’.

A pop-u w appear, showing the competen

up window will ncies listed under the assigned
a learning
plan. The user can
n click the competencie
c es that are related to th
he evidencee submitted.

73 | P a g e
 Click th
he relevant competency
c y;
hold ‘Cttrl’ button to
o choose more
than onne competen ncy

dded, the lin

Once ad nked compe
etencies will be displayyed under th
he evidence
e submitted
d.

To edit subbmitted evid

dence,
click the ge
ear next to the
t title

74 | P a g e
The use er can reque est for the evidence
e suubmitted to be reviewed d. In order to
t do so, goo to
Profile > Learning Plans
P > Eviidence of prrior learning
g. Or from th
he page earlier, click th
he word
‘Evidencce of prior learning’ tabb.

Click ‘Edit’ under th

he ‘Actions’ tab, where
e a drop-dow
wn menu wiill appear. Choose
C ‘Sen
nd
compete encies for review’.
r

FOR TE EACHERS / MANAGER RS: REVIEW WING EVID DENCE OF PRIOR LEARNING
Anybody with the capability
c to
o view learning plans ca
an see whicch users have requeste
ed
reviewss and for wh
hich compettencies.

Compe etencies tha

at
need to
o be review
wed

Clicking
g the compeetency will open
o the competency and
a list of evvidence to be
b reviewed
d
submitteed by a use
er.

75 | P a g e
 Click ‘Start review’
C r to in
ndicate to
th
he user thatt the evidennce is in
re
eviewing prrocess

Clic
ck here to ra
ate the profiiciency
of th
he user in te
erms of the
partticular comppetency

Clicking thhe link in the evidence

will direct the user to the
evidence page

Similar to reviewing
g competen ncy breakdo
own report, each user can
c be rated either com
mpetent
or not yet competeent for each competenccy.

The use er is now prroficient in th

he particula ncy and the administrator / teache
ar competen er can
click ‘Finish review
w’ to finish th
he process.

76 | P a g e
The below screensshot is whatt the user who
w requeste
ed for his evvidence to be
b review would
w
see in h
his ‘Learning
g plans’ pag
ge. One of the
t compete
encies has been rated competentt.

77 | P a g e
78 | P a g e
 11. WOR
RKAROUN
NDS IN MOODLE
M E

Although at first gla

ance it seemms that Moo
odle is moree geared tow
wards blendded online
g, it is easy to customizze Moodle to be a usefful LMS tool. These top
learning pics below will
w
addresss some of th he needs that can easily be achievved in Mooddle.

COMPILING DATA
A OF EXAM
MINERS

In a pattent office, often

o the nuumber of tra
ainings atten
nded servess as a perfo
ormance ind dicator
of an exxaminer for a managerr. A manage er sometime es needs to know the trainings tha at an
examine er has attennded in orde
er to determ
mine the carreer path off the examin
ner, or to de
etermine
eligibilityy of the exa
aminer to be
e nominated d to another training co
ourse.

In Mooddle, this can

n be incorpo
orated in the
e form of a course.
c Forr example, a course en
ntitled
“Previou
us courses attended” can
c be created, where all courses attended by b examinerrs per
year can be compiled, and the e data can be
b downloaded in .csv or .xls form
mat.

g a New Co
Creating ourse

Go to Site
S administration > Co
ourses > Ma
anage coursses and cattegories.

e category for the courrse, then click ‘Create new course

Click the e’. In this ex
xample, this new
course will
w be unde er the ‘Priorr Learning’ category.
c

Put the appropriate hort names for the courrse.

e full and sh

79 | P a g e
 ommended that topics format is chosen for th
It is reco his course. However, administrato
a ors /
manage ers are free to choose any
a other appropriate
a f
format.

80 | P a g e
Click ‘Save and retturn’ to conttinue.

urse is now listed unde

The cou er the selectted categoryy. To add content
c to th
he course, click
c the
name of the course
e.

When a course is first

f created
d, the conten
nt will be em
mpty. To ad
dd content, firstly
f editing must
be turne
ed on.

After edditing is turn

ned on, an activity
a or re n be added in each topic. Click ‘Ad
esource can dd an
activity or resource e’ to proceed
d.

81 | P a g e
 up window will
A pop-u w appear, where vario
ous types of activities can be sele
ected. Choo
ose
‘Databa
ase’, then click ‘Add’.

82 | P a g e
As usua
al, put a title
e for the acttivity, and any other ap
ppropriate se
ettings for the database. Click
‘Save and display’ to proceed.

83 | P a g e
For a da atabase typ
pe of activityy, the admin
n / managerr must defin ne the fieldss that a userr needs
to fill ou
ut. Therefore
e by defaultt currently th
here are no
o fields defin
ned. Assum ming the firstt item in
the data abase would d be the course name, choose ‘Te ext input’ fro
om the drop pdown menu.

Put the item name,, and indica

ate it as a re
equired field d’ to save and continue
d. Click ‘Add e.

84 | P a g e
 eld that needs to be keyed in by ex
If the fie xaminers iss related to dates, choo ose ‘Date’ as
a the
new field, and proc ceed as abo ove. Similarrly, a field re
elating to ‘File’ can also
o be added via
similar mmethod (forr example, tthe user nee eds to uploa ad the prog gram of the training).
t A basic
databasse would ha ave fields likke shown be elow.

85 | P a g e
Templates tab is the place where the display of records (either a single item or the whole list)
can be customized. If the admin or manager would like the list to be presented in table
format, it is recommended to key in this in each of the respective box (and disable editor
first):

Header:

<table style="width: 100%;" border="1" cellpadding="5">

<tbody>
<tr>
<td><b>Course Name</b></td>
<td><b>Place</b></td>
<td><b>Organizers</b></td>
<td><b>Start Date</b></td>
<td><b>End Date</b></td>
<td><b>Program</b></td>
<td><b>Name</b></td>
</tr>

Repeated entry:

<tr>
<td>[[Course Name]] | ##edit## ##more## ##delete##</td>
<td>[[Place]]</td>
<td>[[Organizers]]</td>
<td>[[Start Date]]</td>
<td>[[End Date]]</td>
<td>[[Program]]</td>
<td>##user##</td>
</tr>

Footer:
</tbody>
</table>

86 | P a g e
Therefoore, if there are entries added in th
he list, they would be shown in tab
ble format as
follows. The list can also be exxported via the ‘Exportt’ tab.

n enrolled user’s
From an u persp d and view entries, as shown belo
pective, he/sshe can add ow.

87 | P a g e
Creatingg Similar Coourses for Previous
P Ye ears
Similar steps couldd be taken to o create listt of coursess attended by b examiners for other years.
A shorte
er way to do o this is by saving
s the table
t create
ed in the firsst course ass a preset, and
a
repeat u
using it for other
o similar courses. ToT save the e format as a preset, click the ‘Presets’
tab.

Under the Save ass preset, givve a name fo et, then click ‘Continue
or the prese e’.

88 | P a g e
A notificcation will show that the
e preset ha
as been savved.

To use the preset, add a database activitty under to topic

t ed in 2017’, similar
‘Coursses Attende
to what have been done for th
he previous activity.

89 | P a g e
Again, ssimilar warn
ning appearrs where no o fields are defined
d in th
he database
e. Howeverr,
instead of creating all fields on
ne by one, now
n click th
he ‘Presets’ tab.

90 | P a g e
Scroll down until th
he header ‘U
Use a prese
et’. The presset that hass been save
ed earlier is now
available under thee preset. Ch
hoose the preset to pro
oceed.

The preeset fields are now available. If the

ere are no changes
c in the
t preset fields,
f click
‘Continu
ue’.

Now any enrolled user

u can ke
ey in the req
quired data to
t be compiled.

91 | P a g e
92 | P a g e
 H COMPETE
MATCH ENCIES OF
F A USER AND
A A COU
URSE

Generally, each us ser will have

e his / her own learningg plan, in wh hich the use
er has to be
e
nt in all com
proficien mpetencies in the learning plan in order to ma ark the learn
ning plan ass
complette. Thereforre it would beb a good id dea to facilitate a situation where a user wants to
find out a course thhat will help
p the user acchieves thaat completion. The systtem could
recomm mend a courrse based on o the comp petencies thhat the user is not yet proficient.
p

Currently, Moodle allows

a a user to find a course thatt is relevantt to one com
mpetency. This
T can
e by going to Profile>Le
be done earning plans. Click the learning plan.
p

The list of compete

encies unde er the learning plan willl be displayed. Click ‘E
Edit’ at the riight of
the commpetency, th
hen click ‘Find courses’ to find cou
urses that are relevant to the
compete ency.

93 | P a g e
 up will show
A pop-u w the list of courses
c tha
at are releva
ant or linked
d to the com
mpetency.

Currently it is only possible tha at users cann find coursses that are linked to one compete ency.
Howeve er it is possiible to crosss link one co
ompetency with anothe er competency, so indiirectly
the user can find a course tha at is linked to
o the compe etencies tha
at he / she is not yet
nt.
proficien

94 | P a g e
USING PLUGINS
One of the
t advanta ages of usin ng Moodle iss the freedoom to add plugins
p to co
omplement the
existing features fo
ound in Moo odle. Directo
ory of plugin
ns that can be used ca an be found here:
moodle.org//plugins/. Th
https://m here are sevveral functioons that ma ay be worth having in th
he LMS
for pate
ent examine er training th
hat can be achieved
a byy installing plugins,
p as will
w be showwn
below.

Match Course
C with user profile
e fields

As show wn earlier, custom

c proffile fields ca
an be made in Moodle. In the prev vious exampples, a
user can input a ce ertain criteria in his / he
er profile field, e.g. IPC
C related to the
t technoloogy
field, reccruitment date as a pa atent examin ner, techniccal backgrou und etc. It would
w be an
n
advanta age if the usser can filter courses according to these fields s, e.g. a course that on
nly
users with
w a background in Bio otechnology y can enroll.

While by default this cannot bee done in Moodle,

M this plugin allow
ws the workkaround of such
s
feature: https://moo
odle.org/plu
ugins/enrol__attributes. Click the ‘D
Download’ button to dow wnload
(rememmber to checck that the plugin
p is com
mpatible witth the Mood dle version installed).

To insta
all the plugin
n, go to Sitee administraation > Plug
gins > Installl plugins. Then
T drag thhe
downloaaded zip filee of the pluggin to the bo
ox under ‘In
nstall plugin from ZIP file’. Alternattively,
the plug
gin can be in nstalled dire
ectly from th
he Moodle plugins
p dire
ectory. Thenn click ‘Insta
all plugin
from the
e ZIP file’ to
o proceed.

95 | P a g e
 Drag the zip file to thiss box

Clicck to procee
ed

Follow tthe instruction to install the plugin.

96 | P a g e
In the next page, choose profiile fields tha
at may be used to enro oll people. To
T make all fields
available as criteria
a for enrolm
ment, choose e all by clicking ‘Ctrl’ while
w selecting the field. Then
ave change
click ‘Sa es’ to procee
ed.

Hold ‘Ctrrl’ while sele

ecting to
select mo ore than onne field

97 | P a g e
To enab ble enrolmeent by user profile
p field,, go to Site administrattion > Plugin ns > Enrolm ments. If
the pluggin was installed and co onfigured successfullyy, the option n ‘Enrol by user
u profile’ will be
listed (a
although by default it iss not yet ena abled). To enable
e the method,
m clicck the slashhed eye
icon.

This enrolmment methodd

is not yet available.
Click here to
t make this
s
method ava ailable

Once it is enabled, the item will not be grreyed out. To

T prioritize ment method, move
e this enrolm
the method by clickking the upw
ward arrow..

To enabble this enro

olment meth hod for a co
ourse, choose the courrse. In this example,
e the
course selected
s is only to be made
m availa
able for exa
aminers who
o examine applications
a s related
to IPC M
Main Group p H.

98 | P a g e
Under the ‘Course administrattion’, go to Users > Enrolment me
ethods.

Courrse administtration is in the

‘Adm
ministration’ block

99 | P a g e
To add the enrolme
ent method, click the downward
d a
arrow and ch
hoose ‘Enro
ol by user profile
fields’.

Give a nname for the new courrse prerequiisite, and make

m the righ
ht condition
n. In this exa
ample,
the IPC of the userr must be exxactly ‘H02JJ’. Additiona
al condition
n can also be enforced by
clicking the plus ico
on.

Click ‘Add method’ to proceed

d.

100 | P a g e
 Click any
y of these to
o
add / dele
ete rules

Choose either
‘AND’ o
or ‘OR’

This enrolment me
ethod is noww available for
f this courrse. If there are multiple enrolmen nt
methods available,, those meth
hods can bee arranged according to t priority byy moving th
he
method up or downn.

oll users via this method

To enro d, click the pencil icon of the meth
hod to continue.

Clic
ck the eye ic
con to enab
ble /
disa
able a method

Click thee pencil icon to force

enroll ussers based on the
criteria

Click the arrow to

o
movee the method d

101 | P a g e
 orce enrolm
Click ‘Fo ments now’ so
s any userr that fulfils the criteria will be auto
omatically enrolled
e
in the co
ourse.

A pop-u
up will appear confirmin
ng the choicce, click OK
K to proceed
d.

102 | P a g e
Anotherr pop-up willl appear, sh
howing the number of users that will
w be enrolled by this
method.

This is a
also reflecte
ed when vieewing the lisst of enrolle t course, as shown here
ed users of the h
(Coursee administra ation > Userrs > Enrolle
ed users).

103 | P a g e
Howeve er, as mentioned earlie actly match the input of the
er, the enrolment criteriia must exa
user pro
ofile field. For example
e, it would no
ot work to enroll
e users who examiine applicattions in
the main group H.

Additionnally, so far there is no option of making

m this course optio
onal to users who fulfillled the
criteria; instead the
e user will be
b enrolled by
b force.

Course Prerequisittes

Anotherr feature tha agement off training of patent exam

at would faccilitate mana miners in M
Moodle is
the abiliity to set pre
erequisites relating to competenci
c ies to a cou
urse. This iss to ensure that
t all
participa
ants in the course
c are on the same level of proficiency.

A helpfuul plugin to achieve thiss objective is called ‘Ba

adge Enrolm ment’, and can
c be foun nd here:
https://m
moodle.org//plugins/enrrol_badgeen nrol. The ideea behind this
t plugin is
s that each badge
can be assigned
a to
o at least on
ne competency, and a user has to have certa ain badges (i.e.
(
proficien
nt in certain
n competenccies) in orde er to be quaalified to en
nroll into a course.
c (Info
ormation
about badges in Moodle can be b found he ere: https://d
docs.moodle e.org/33/en n/Badges)

all the plugin

To insta n, go to Site
e administra
ation > Plug
gins > Installl plugins. Drag
D the
downloaaded zip filee from the Moodle
M site to the box with
w the blu ue arrow.

104 | P a g e
 Drag the ZIP file to this box, the en
click ‘Insttall plugin’ to
o proceed

If everytthing is validated, procceed with installation byy clicking ‘C

Continue’, th
hen ‘Upgrad
de
Moodle database now’.n

Lastly, cclick ‘Contin

nue’ to finish
h installation.

105 | P a g e
After insstallation, go to Site ad
dministration
n > Plugins > Enrolmen
nts, and lickk the eye icon for
the ‘Baddge enrolme ent’ to enab
ble this meth
hod.

Click the
e eye icon to
o enable thiis
method ofo enrolmen nt

Creating
g a Badge

ave certain badges, firsst badges must

In orderr to enroll ussers who ha m be created. Go to o Site
adminisstration > Ba adges > Addd a new badge. Fill out the compu ulsory details for the ne
ew
badge. It is recomm mended tha at the descriiption clearlly stated tha
at which com
mpetency th hat
relates to
t the badge.

Do not fforget to up
pload an ima
age to be ussed as the badge.
b

Create badge
Click ‘C e’ at the end of the pag
ge to contin
nue.

106 | P a g e
 Drag an im
mage file to this box

Name
e of the issu
uer of the ba
adge

Next ste
ep is to set up the crite
eria for the badge.
b Sincce this badgge is independent of coourses
taken previously, is
s must be manually
m isssued. Click ‘Manual
‘ issue by role’ from the dro
opdown
menu.

Choosee the role tha

at can issue
e the badgee, and choose the optioon whether all of them must
award the badge to o the user or
o any of the
em will do. Click
C ‘Save’’ to proceed
d.

107 | P a g e
Click ‘Enable acces
ss’ to proce
eed.

abled, badge issuers ca

After acccess is ena an select re
ecipients to be awarded
d with this badge.
b
To award the badg ge to a user, click the ‘R
Recipients’ tab.

Click
k here to vie
ew / add
/ rem
move recipieents of
this badge
b

e’. On the next screen, if there is more

Click ‘Award badge m than one
o role tha
at can award
d the
badge, choose the role from th
he dropdowwn menu.

108 | P a g e
 e intended recipient, th
Click the hen click ‘Aw
ward badge
e’. Similar stteps are alsso applicablle for
revokingg a badge from
f a user..

All awarrded badge

es will be dissplayed on the profile page
p of the user, as sh
hown below
w.

109 | P a g e
Set bad
dges as a co
ourse prerequisite

e badge can
Now the n be set as a prerequissite to an exxisting coursse. To go to
o the desire
ed
course, go to Site administrati
a ion >Course es > Manag ge courses and
a categories. Choosse the
course and
a click ‘V View’.

110 | P a g e
Under the Course administrat
a ion, go to Users
U > Enro
olment meth
hods.

e gear icon next to ‘Ba

Click the adge enrolm
ment’ to change the setttings for this enrolmen
nt
method.

111 | P a g e
 Click the gear icon to
change the setting

e badge(s) required for a user to qualify to en

Click the nroll in the course,
c then
n click ‘Savve
changess’.

112 | P a g e
 ore, a user who
Therefo w has the e badge can n enroll into the course
e, while a usser who doe
es not
have the
e badge willl not be ablle to enroll into
i the cou
urse. A scre
eenshot of a user with and
a
without the required badges are
a shown below.
b

Users with
h required badges will
utton ‘Enrol me’
see the bu

113 | P a g e
 Userrs without re
equired baddges
will not
n be able to enroll into the
coursse

Upload Files in Use

er Profile

Sometimmes, an exaaminer is reequested to submit currriculum vita

ae (CV) in order for himm/her to
be nominated for a training coourse. It wou
uld also be a good practice for a manager
m /
ator in a pa
coordina atent office to
t have CV of all examminers in the
e office.

By defaault, the use

er profile inp
put is only in o text or datte input, or a choice fro
n the form of om a
dropdow wn menu. However,
H this plugin allows a user to upload files
f in the user
u profile. The
plugin ccan be down nloaded herre: https://mmoodle.org/p plugins/proffilefield_file

After doownloading the zip file, go to Site administrati

a ion > Plugin
ns > Install Plugins.
P Dra
ag the
zip file tto the box under
u the he
eader ‘Insta
all plugin from ZIP file’.

114 | P a g e
 Drag the ZIP file to this box

Click here
h to procceed

When thhe installatio

on is succe
essful, click ‘Continue’ to proceed. On the nexxt screen, click
‘Update
e Moodle da atabase noww’.

115 | P a g e
If the insstallation is successful, this screen will be shown. Click ‘Continue’ to
t finish
installattion.

o to Site adm
Now, go ministration
n > Users > Accounts > User profiile fields. ‘Fiile upload’ o
option is
now ava
ailable from
m the dropdoown menu for
f creating a new profiile field.

116 | P a g e
Assuming the file uploaded
u is related to CV,
C the sho ort name can n be cv, wh hile the namme can
be ‘Currriculum Vita
ae’. Other options inclu
ude whetherr to make th his field a re
equirement in the
profile page,
p maximmum numbe er of attachm
ments allow
wed, visibility to other users,
u etc. Click
C
‘Save changes’ to continue.
c

So, wheen a user go

oes to the ‘E Edit profile’ page, he/she will see the option to
t upload a file
under th urriculum Vittae’. In this example, only
he new proffile field ‘Cu o hment is allowed.
1 attach

The uploaded file will

w be displa
ayed on the
e profile pag
ge under the user deta
ails.

117 | P a g e
Monitorring of Learn
ning Plans

ugin is usefu
This plu atistics of user learning
ul in providing an overvview and sta g plan witho
out
having tto go throug
gh the user’’s profile pa
age. The download and d instruction
ns page cann be
found here: https:///moodle.orgg/plugins/report_lpmonnitoring

After a ssuccessful installation, the new fe

eatures can be found byy going to Site
S adminisstration
> Reporrts > Monitooring of learrning plans or Statisticss for learnin
ng plans.

118 | P a g e
Under the item ‘Mo onitoring of learning pla
ans’, overvie
ew of userss by learning
g plan temp plate
can be viewed.
v Choose the de esired tempplate, option
nally choosee the specifiic user, then
n click
‘Apply’ tto view the performancce.

119 | P a g e
120 | P a g e
 Click th
he arrow to
browse e through the
users having
h the
same le earning plan
n

List of competenci
c es
and pro oficiency of
each off competenccy

Each co ompetency can be expanded, and d it will show

w the details
s that contributed to the
e
proficien
ncy of the competency
c y (e.g. rating
g given and course linkked to the competency).

121 | P a g e
 Clicking th
he number oof ratings
will show the course related to
the compe etency, and
d indication
that the co
ourse has been
b rated

Any evidenc
A ce of prior le
earning
re
elated to the
e competen ncy will be
shown here

The final rating of the

T
c
competency y can also beb
m
manually giiven via thiss page, by
c
clicking the ‘Rate’ butto on

Anotherr feature of this plugin is a report on

o statisticss for all userrs under the
e same learrning
plan tem
mplate. Thiss can be acccessed from m Site admiinistration > Reports > Statistics foor
learning
g plans.

By choo osing the de

esired learning plan tem
mplate, stattistics on alll competenc
cies will be
displayeed. Immediaately a man nager can knnow how many
m users are
a proficiennt / not yet
proficien
nt for each competenccy. From the e number off total userss per compe etency, it woould
also be easy to ideentify which users that are not yet rated. Click
king the nummber under ‘Total
users’ wwould show the list of users
u havingg the learnin
ng plan.

122 | P a g e
Although so far the
ere is no ove erview acco ording to co
ohorts, a posssible workaround wou uld be
g a learning plan template that willl be assigne
creating ed to all use
ers in the co
ohort. Sincee
Moodle permits mu ultiple learning plan temmplates to be
b assigned d to one useer, as long as
a the
name of the templa ate differs, it does not matter
m whetther the commpetencies in the temp plate are
the samme as other template.

123 | P a g e