ARCHIVED: In Oncourse Matrices, how do I add or revise the settings, guidance, forms, reviewers, and evaluators in a matrix cell?

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Introduction

Note:
To complete these procedures, you must be assigned a role having the necessary permissions. If you're not sure what your role is, see the "Role" column in the Roster tool. For permissions, see ARCHIVED: What can I do in read-only Oncourse?

When a new matrix is created or a new row or column is added to an existing matrix, the resulting cells are empty. Before anyone can use these cells, the site coordinator adds directions and forms to guide participants, reviewers, and evaluators through the process of completing the cell. The written guidance in a cell (instructions, rationale, examples, rubric, and expectations) and the reviewers and evaluators can be added or revised at any time, even after the matrix has been published and data has been added to the cell. Forms can be added or changed only if the cell has not yet been used.

Default cell settings, forms, reviewers, and evaluators can be defined for all cells in the matrix properties; the following instructions describe how to add guidance and customize the behavior of each cell, including overriding the default matrix properties with cell-specific selections.

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Opening the cell

You can revise all of the following components of the cell at one time, or edit just one. To edit any of the following, first open the cell for editing:

  1. In Oncourse, go to the site containing the matrix you wish to modify.
  2. From the menubar, click Matrices.
  3. On the "Manage Matrices" page, next to the matrix you wish to modify, click Edit.
  4. Click the cell you want to revise.

Then scroll down to the section you want to edit; see below:

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Cell settings

To revise the settings in a matrix cell:

  1. Open the cell (see above).
  2. Modify any of the following fields as desired:
    • Title: The title that displays when the cell is opened. The default value is "Row: Row Name; Column: Column Name".
    • Description: Optional description of the cell contents; displays immediately above the instructions.
    • Initial Status: Sets the status for the cell. Options are Ready (participants can add content to cell) and Locked (participants cannot add content).
    • Style: For uploading and selecting an alternative style sheet (CSS)
    • Disable Participant Attachments: Prevents participants from attaching files and web links to a cell
  3. Proceed to the next section, or click Save Changes at the bottom of the page to save your revised settings and return to the "Edit Matrix" view.

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Guidance

To add or revise guidance in a matrix cell:

  1. If you have not already done so, open the cell (see above).
  2. Scroll down to the "Guidance" area of the "Edit Cell" page. You can add or revise content for any of the following guidance fields:
    • Instructions: Directions for what to do in the cell
    • Rationale: The purpose of the cell
    • Examples: For describing and attaching examples of work similar to what participants should provide
    • Rubric: Guidelines for evaluating the cell
    • Expectations: Descriptive list of the tasks to be completed or abilities to be documented
  3. If the field is empty, click Add instructions, Add rationale, Add examples, Add rubric, or Add expectations to add content to the appropriate field. If the field already contains guidance, click Edit Instructions, Edit Rationale, Edit Examples, Edit Rubric, or Edit Expectations to modify its contents.
  4. Use the rich-text editor to add or revise the text in the field.
  5. To add attachments to the field, click Add Items. If items have already been added, you can add more or delete existing items by clicking Manage Items. You can add items using one or more of the following options:
    • You can attach an item to the cell that is already in a Resources or Drop Box folder in this or another site. Click the folder icons as necessary to show available files, and then click Select to the right of the desired item.
    • You can create or upload a new item in a Resources or Drop Box folder and simultaneously attach it to the cell. From the Add drop-down menu next to the folder, select the appropriate option. For details about the various types of items you can store in Resources and how to work with them, see ARCHIVED: Resources. Files, text documents, and HTML pages will be automatically added to the "Items to attach" area when you finish the process of adding them, but for web links, you must click Select after you return to the "Add Attachment" page.
  6. When all desired items have been attached, click Continue. If you are satisfied with the text and attachments, click Save to save your changes and return to the "Edit Cell" page.
  7. Proceed to the next section, or click Save Changes at the bottom of the page to save your revised guidance and return to the "Edit Matrix" view.

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Participant forms

Note: Before you add or change the forms in a cell, you may want to preview the form(s) to make sure they are appropriate for your purpose; see ARCHIVED: Previewing a portfolio form.

Participant forms, covered in this section, include the following; for feedback or evaluation forms, see the Feedback or Evaluation section below.

  • Reflection: For participants to write about their work and/or their learning process
  • Custom Forms: Can be used for any type of form that doesn't fit into one of the three standard types (feedback, evaluation, or reflection); completed custom forms will appear in the "Items" area of the cell.

To add or revise forms in a matrix cell:

  1. If you have not already done so, open the cell (see above).
  2. Scroll to the "Participant Forms" area of the page.
  3. For the form type you want to use, if Use default form(s) selected in matrix properties is checked, uncheck it.
  4. To add a custom form, select the form from the drop-down list next to "Custom Form" and click Add.

    To add a reflection form, simply select it from the drop-down list next to "Reflection".

    Note: The drop-down list will show all global forms published by the Oncourse portfolio administrator as well as any forms you have added to the Forms tool in the site (see ARCHIVED: Oncourse Forms tool: Help contents).

  5. Proceed to the next section, or click Save Changes at the bottom of the page to save your new form settings and return to the "Edit Matrix" page.

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Feedback: Reviewers, feedback forms, and related settings

The settings you configure in the "Feedback" section enable reviewers to provide participants with informal feedback (e.g., ideas participants might use to revise their work before submitting for evaluation). To add or change reviewers, feedback forms, or related settings:

  1. If you have not already done so, open the cell (see above).
  2. Scroll down to the "Feedback" section of the "Edit Cell" page.
  3. To change the forms reviewers will use, under "Feedback", uncheck Use default form(s) selected in matrix properties if it's checked. Then select the desired form from the drop-down list.

    Note: The drop-down list will show all global forms published by the Oncourse portfolio administrator as well as any forms you have added to the Forms tool in the site (see ARCHIVED: Oncourse Forms tool: Help contents).

  4. Under "Reviewers", if Use default reviewers selected in matrix properties is checked, uncheck it. Then click Select Reviewers.
  5. Click the name or role you wish to add or remove, and then click Add >> or << Remove.
  6. When you are done making changes, click Save to return to the "Edit Cell" page.
  7. You can choose to allow participants to invite their own additional reviewers by checking or unchecking Allow participant to send feedback invitations to additional reviewers.
  8. Proceed to the next section, or click Save Changes at the bottom of the page to save your new reviewer settings and return to the "Edit Matrix" page.

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Evaluation: Evaluators, evaluation forms, and related settings

Note: If you are planning to use the Reports tool with any of the evaluation form rating reports, the evaluation forms in the matrix must comply with ARCHIVED: IU's evaluation form standards.

Settings you configure in the "Evaluation" section are intended for summative evaluation of artifacts and reflections submitted by participants. To add or change evaluators, evaluation forms, or related settings:

  1. If you have not already done so, open the cell (see above).
  2. Scroll down to the "Evaluation" section of the "Edit Cell" page.
  3. To set or change the forms evaluators will use to evaluate the entire cell, under "Evaluation", uncheck Use default form(s) selected in matrix properties if it's checked. Then select the desired form from the drop-down list.

    Note: The drop-down list will show all global forms published by the Oncourse portfolio administrator as well as any forms you have added to the Forms tool in the site (see ARCHIVED: Oncourse Forms tool: Help contents).

  4. To prevent students from viewing completed evaluation forms, check Hide evaluations from participants.
  5. Under "Item-level Evaluations", you can determine whether evaluators can evaluate specific items (or artifacts). To set or change the form and settings for item-level evaluations, uncheck Use default settings for item-level evaluation in matrix properties if it's checked. Then enable or disable each of these optional evaluation settings:
    • Enable item-level evaluations: Allows evaluators to add evaluations for individual artifacts before the cell as a whole is submitted for evaluation. When this option is checked, additional options appear.
    • Item-level evaluation form: Select the desired form from the drop-down list.
    • Enable evaluation in linkable tools: When this option is checked, instructors and evaluators can add evaluations to student submissions in other tools if the item has been linked to the current cell. Currently, this feature is available only in Assignments.
    • Hide item-level evaluations from students/participants: Prevents students from viewing completed item-level evaluation forms.
  6. Under "Evaluators", if Use default evaluators selected in matrix properties is checked, uncheck it. Then click Select Evaluators.
  7. Click the name or role you wish to add or remove, and then click Add >> or << Remove.
  8. When you are done making changes, click Save to return to the "Edit Cell" page.
  9. When you are finished, click Save Changes to save your work.

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This is document awez in the Knowledge Base.
Last modified on 2018-01-18 15:53:40.

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