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How to Monitor Course Students with a Directory

You can monitor course students with a directory by creating a user directory that gives you an at-a-glance view of each student and their current progress through course materials.

Why Create a Directory

If you’re taking an active role in your students’ course experience, you might want to create a directory that includes the full course list of students, their names, and the progress that they’re making in the course content. This can open up new opportunities to connect with students who are struggling, and offer them the encouragement they need to keep moving forward.

Setup Tutorial

1. Create a Filter

First, we’ll create a filter so that only students in Course X will appear in the directory.

Go to AccessAlly > User Directory > Filters.

Create a new filter. Under the Filter Criteria section, choose the tag that’s applied to all course students.

GIF showing how to create a new filter for the user directory

2. Create a Directory

Next, go to the Directories tab. Here, click Add a New Directory.

Under the Filters tab of the new directory, add the filter you created in Step 1.

GIF showing how to add a filter to the directory

Under the Profile Display tab, you’ll select the Customize User Profiles Using Templates option.

Screenshot of the User Directory settings

Once selected, scroll down to add whatever progress tracking elements you’d like to see for your course students.

Please note that your progress tracking elements must already be created and implemented on your site, since this part requires you to know what page you’d like to pull tracking information from.

GIF showing how to add progress tracking to a user directory profile

At this point, you have a directory created that will show all students who have permission to access Course X, along with whatever progress tracking elements are important for you to view.

3. Add User Directory to a Page

Now, create a page on your site. Make sure only you, as an admin, will have permission to view it (it may be helpful to create a “Site Admin” tag in your CRM and apply the tag to your admin login/user).

Use the shortcode adder to place the User Directory on this page, and click PUBLISH.

Updated on October 6, 2020

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