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Adding a Participant to a Site

How to import materials from another site

This tutorial demonstrates how to import materials from another CTools site:

Importing Materials from Another Site

To view a site's participant list:

While you are in that site, click the Site Info button in the left-hand menubar.

The window that opens will include the site's participant list.

Editing information about a site.

You can edit the site title, term, site description, short site description, appearance, site contact name, and site contact email.

1... While you have the site open, click the Site Info button in the left-hand menubar.

2... Click the Edit Site Information button near the top of the main CTools window.

3... Make your changes.

4... Click Continue.

5... Click Finish.

Adding and removing tools, and changing options for some of the tools in a site

1... While you have the site open, click the Site Info button in the left-hand menubar.

2... Click the Edit Tools button near the top of the main CTools window.

3... To remove a tool, uncheck the box next to it. Check the box to add a tool.

4... Click Continue.

5... If you have Email Archive, News or Web Content, you will be asked if you want to make changes to information about these, or add new information if the tool is new to your site.

6... Click Continue.

7... Click Finish.

Changing the order of the the tools as they appear in the left-hand navigation bar (Project Sites only)

1... While you have the site open, click the Site Info button in the left-hand menubar.

2... Click the Page Order link along the top of the window. A box listing the tools will appear.

3... To change the order of the tool, click on the name of a tool and drag the tool up or down to the desired position.

4... To finish, click the Save button.

Publishing your site and making global access choices (Please note: Global access is only available for project sites -- not for course sites.)

1... While you have the site open, click the Site Info button in the left-hand menubar.

2... Click the Site Access button near the top of the main CTools window.

PUBLISHING

Publishing your site makes it available to the site participants.

To publish your site, check the box next to Publish.

If you only want to publish your site at this time and not edit the Global Access, click Update.

GLOBAL ACCESS

Global access settings allow you to decide who has access to your site once it is published. You can change these settings later using the Site Info tool. Note: Only project sites can have global access. Course sites cannot.

To make your site available to only yourself and the site's participants, check the box next to Private

You can also choose to have your site listed in the Public List or Sites in the CTools gateway, which can be viewed by anyone who can access

UM's web environment. (The CTools gateway appears when users open http://ctools.umich.edu .)

You can also have some files within a site viewable by those who open the CTools gateway. (You can specify which files are viewable when you create or revise files. For example, when you create a new resource, you have the option to choose "Public View" or not.)

You can choose to have your site joinable by anyone with authorization to log in to CTools. If you choose this option, you must also pull down the menu and select which role you want to assign to those who join

3...When you have finished making your choices on this page, click Update.

Adding one or more participants

If you would like to see a tutorial on adding participants to a site, click here:

Adding a Participant to a Site

1... While you have the site open, click the Site Info button in the left-hand menubar.

2... Click the Add Participant button near the top of the main CTools window.

3... Type the participant's uniqname. If you type more than one uniqname in the box, press Return or Enter on your keyboard between each entry

4... Choose whether to give all your newly-added participants the same role or different roles

.

5... Click Continue.

6... In the next window, if you chose to give all your participants the same role, choose which role.

If you chose to give each participant a different role, pull down the menu by each uniqname and choose a role for each.

For course websites:

Affiliate - Can read, add, and revise content on sites in a particular department.

Assistant - Can read, add, and revise most content on the site.

Instructor - Can read, revise, delete and add both content and participants to a site.

Observer - Can read content on the site.

Owner - Can read, revise, delete and add both content and participants to a site.

Student - Can read content, and add content ot a site where appropriate.

For project websites:

Member - Can read, revise, delete, and add their own content to a site.

Observer - Can read content on the site.

Organizer -Can read, revise, delete and add both content and participants to a site

Owner - Can read, revise, delete and add both content and participants to a site.

7... Click Continue.

8... On the next page, you have the optio! n to automatically send email to the newly-added participants notifying them of the site's availability.

9... Click Continue.

10.. Click Finish.

Are you finding what you're looking for? Please send feedback about this online help guide to ctools-doc-comments@umich.edu Thanks! (For questions about using CTools, send email to ctools-support@umich.edu)

Removing one or more participants

1... While you have the site open, click the Site Info button in the left-hand menubar.

You will see the Participant List for the site.

2... Check the box under "Remove" for each participant you want to remove.

Note: You will NOT be asked to confirm whether you want to remove this participant.

3... Click Update.

Changing participant roles

1... While you have the site open, click the Site Info button in the left-hand menubar.

You w ill see the Participant List for the site

2... Pull down the drop-down menu and choose roles for each participant.

3... Click Update.

Adding and removing classes

In CTools course sites, you can add and remove classes and sections.

To remove a class or section:

1... While you have the site open, click the Site Info button in the left-hand menubar.

2... Click the Edit Classes button near the top of the main CTools window.

3... Check the "Remove" box next to the class or section you want to remove.

4... Click Update.

To add a class or section:

1... While you have the site open, click the! Site Info button in the left-hand menubar.

2... Click the Edit Classes button near the top of the main CTools window.

3... Click the Add Classes button near the top of the next window.

4... Check the box next to "I would like to add a course/section not listed above to this site."

5... Click Continue.

You will see a window for entering course information.

6... .There are two ways to specify the course for your site. You can pick one or the other but not both.

- If you are listed as the instructor of record for courses in the course catalog, these courses, and their sections, will be listed. "CL" indicates a cross-listed course. If you select one or more sections of a course from that list, a course sit! e will be set up for you now, and the rosters you have selected wil l be added.

- If you are not listed as the instructor of record for a course, you will need to enter the instructor's (authorizer's) uniqname. An email requesting his or her authorization for the site will be sent.

7... If you need to add even more classes or sections, pull down the "Add More Classes/Sections?" menu and choose 1, 2, or 3 more.

8... You can optionally add special instructions that may help the support staff authorize the site request.

9... Click Continue.

10 ... On the next page, review the information to make sure it is correct and click Add Classes.

Duplicating a site

Duplicating a class site creates a site exactly like the original, except that it will not include studen! t-entered material. Only content posted by instructors will be included.

Duplicating a project site creates a site exactly like the original. All participant-entered materials will be duplicated.

1... While you have the site open, click the Site Info button in the left-hand menubar.

2... Click Duplicate Site button.

3...Type in a new name for the site

4... Click Duplicate.

5... Click Finish.

Importing material from another site that you own

You can choose to re-use material only from other sites that you own. You can also combine material from more than one site.

If you would like to see a tutorial on importing materials from another site, click here:

Importing Materials from Another Site

1... While you have the site open, click the Site Info button in! the left-hand menubar.

2... Clic k the Import button along the top of the main CTools window.

3... Check the box(es) next to the site or sites that have materials you want to reuse.

4... Click Continue.

5... Check the box or boxes next to the materials you want to reuse from the previous site.

6... Click Continue.

Group management -- creating and using groups in CTools

In CTools, it is possible to designate separate groups of participants or students in a project or course website. At present, groups can only be used with the Announcements and Assignments tools.

Creating a group

(Note that you can create groups more efficiently using the Auto Group tool, which is described below.)

1. Open the site you would like to create groups in.

2. Click the Site Info link in the left-hand menubar.

3. Click the Manage Groups link near the top of the main window.

4. Click the Create New Group link above the words "Group List."

5. Type a title for your first group.

6. You can optionally type a description.

7. Choose a name in the Site Member List in the left-hand box by clicking it.

8. Click the Add to group button.

9. When you have added all the members you would like in the group, click the Update button.

10. If you would like to create another group, repeat the process described above.

The Auto Group tool

1. Open the site in which you'd like to create a group.

2. Click the Site Info link in the left-hand menubar.

3. Click the Manage Groups link near the top of the main window.

4. Click the Auto Group link near the top of the main window.

5. Click a role to create a group in which all members have the same role.

6. Continue with Step #5 under Creating a Group, above.

Removing a group

1. Open the site that has the group you'd like to remove.

2. Click the Site Info link in the left-hand menubar.

3. Click the Manage Groups link near the top of the main window.

You will see a list of the existing groups for that site.

4. To remove a group, click the checkbox next to the group.

5. Click the Remove Checked button.

6. You will be asked to confirm this. Click Remove or Cancel.

Using groups with the Assignments and Announcements tools

When you create new announcements and assignments, you fill out a form. If you have created groups in your site as described above, you will see a new checkbox ("Display to selected groups") automatically added to the new annoucement form and the new assignment form. This checkbox is near the bottom of the form. If you check it, information will appear allowing you to choose groups for your announcement or assignment.

If you have not already created groups in your site, you will need to do this first. If you have not already created groups, the "Display to selected groups" option will not appear near the bottom of the new announcement form and the new assignment form.

This is described in greater detail in the "Assignments" and "Announcements" sections (under "Using the Tools" in the table of contents) of this online help.

Are you finding what you're looking for? Please send feedback about this online help guide to ctools-doc-comments@umich.edu Thanks! (For questions about using CTools, send email to ctools-support@umich.edu)

Changing the order of the tools in the left-hand menubar

To change the page (tool) order, choose Page Order along the upper part of the window.

In the list of pages that appears, simply drag them to the desired positions. To activate the change, click Save.

You can also use this list of pages to:

- Remove pages -- Click the "X" next to the page. Note: The change will be immediate.

- Hide a page from users -- Click the tiny lightbulb so it turns off.

- Change the title of the page -- Click the pencil and paper icon next to the page. To save the new title, click the green check mark button. To cancel, click the red "X" button.

Click Cancel (below the list) to leave the Page Order tool.

Linking to a parent site

You can link sites together so that navigation links between the sites are created, making it so that users who are members of both sites and have permission to view both sites can easily move back and forth between the two sites. Linking a site to a parent site does not affect membership or permission or tool behavior or tool content in either the parent or child sites.

A site can have many child sites pointing to it, but a child site can have only one parent.

To link a site to a parent site:

1. In the Site Info tool of the site you'd like to link to a parent site, click Link to a Parent Site along the top of the window.

2. Pull down the menu and choose the site you would like to link to.

3. Click Set Link.

You will then see "breadcrumbs" in the upper-left corner of the window. These are links to each of the sites. In the parent site, a link to the child site will appear in the left-hand menubar with "SubSite:" before the site name.

To remove a link to a parent site, simply return to Link to a Parent Site in the Site Info tool. You will see the option to remove the link to the parent site.