Admin setup

Admin setup — screenshot pending

lms/images/edzteams-admin-setup-1.png

This page is for administrators. Settings are under Site administration → Plugins → Local plugins → EdzTeams.

Settings

Setting	Default	What it does
Report filter profile fields	location,region,schoolname	Custom profile-field shortnames shown as filters and report columns. Fields that don’t exist on your site are simply skipped.
Compliance course categories	(none)	Courses in these categories (including subcategories) get a Compliance badge and count toward the compliance KPI.
”Due soon” window	7 days	How far ahead a due date shows as amber.
Compliance KPI threshold	90%	The point at which the team compliance KPI turns green.
Reminder throttle	24h	The minimum gap between reminders to the same member for the same course.

Create the Line Manager role (one-off)

Managers need team-scoped permissions. Create a system-level role:

1. Go to Site administration → Users → Permissions → Define roles → Add a new role (no base, context: System).
2. Allow local/edzteams:viewteam, local/edzteams:assign, and local/edzteams:notify.
3. Assign the role to each line manager.

Site admins and managers already have all capabilities, including viewing any team and managing membership.

Create teams

On the team management page you can build teams in three ways:

• Manually — add and remove members with a user picker.
• CSV import — rows of manageremail,memberemail (the whole file is validated before anything is saved).
• Cohort import — assign a cohort’s members to a manager in one step.

Notes for administrators

• Add a link to the dashboard (/local/edzteams/index.php) to your theme’s menu so managers can find it.
• Moodle cron must be running — it powers the notifications, the periodic data refresh, and the optional weekly overdue digest to managers.