Product Tips & Updates

Release Update 12.12.16

Posted by Joost Allard on Dec 12, 2016 3:06:27 PM

What’s new in Project Foundry?

On Dec. 9th we released a set of enhancements to our platform. This release addresses a significant amount of feedback, number of suggested features and other issues you shared with the Project Foundry team since the initial release of PF6. These enhancements are available to all of our customers as of today.

We timed this release so that as an advisor you will have an opportunity to review and practice with this new functionality before your new week starts. We recommend you take a small amount of time this weekend to familiarize yourself with the enhanced functionality that shows up throughout PF.

This a sampling of enhancements we made in this release of Project Foundry.

  1. Students are now prevented from editing, deleting or moving tasks after approval by an advisor.
  2. Advisors can now filter task lists for all students by up to 3 criteria.
  3. Advisors can now sort & filter student time logs shown in the portfolio tab.
  4. Admin roles can now add new Users through import of spreadsheet with a layout that reflects their school format.

Additionally, a number of enhancements were made to improve the stability and dependability of Project Foundry 6 for you.

Description of some of the enhancements

Students are now prevented from editing, deleting or moving tasks after approval by an advisor.

What is it?

The edit menu for the individual task now will show ‘strike out’ font on menu functionality that is no longer available, if the task has been approved.

Why did we introduce this feature?

Once an advisor has reviewed and approved a student task associated with an experience, the student should not be allowed to modify that tasks, unless the advisor agrees with the reason this is necessary and ‘unlocks’ the task.

Verifying a task triggers a message to the student(s) whose task is/are being modified.

To do this, perform the following steps:

  1. Access your advisor environment
  2. Navigate to experiences, All Members
  3. In ‘Overview’, identify a task that is ready to be verified
  4. Select ‘verify’ from the options to the right of the task

In the student view, for the same task that was just verified, the student will now see those menu actions that are no longer available indicated with ‘strike-out’ font. The actions can no longer be performed. 

screenshot-Stu-experience-tasks-verified 2016-12-08 20-48-08.png

Advisors can now filter student tasks by up to 3 criteria.

What is it?

The tasks list window now shows up to 3 boxes that will accept filter criteria directly above the task list.

Why did we introduce this feature?

If a student has a great number of tasks (current, overdue and late), being able to filter on criteria such as part of the task name, advisor name, etc. will help reduce the number of tasks to select from. 

To do this, perform the following steps:

  1. Access your advisor environment
  2. navigate to the ‘experience’ section
  3. Select a student from the left column
  4. In the student’s detail panel, select the ‘Work’ tab 

Notice the new ‘Filter Tasks’ box. If needed enter your first criterion here.

A second box appears to use for a second filter criterion, should you need it.

A third filter box will become available after you have starting entering a criterion in the second filter box.

Notice that the criteria are applied immediately, giving you visual feedback as to whether you may need additional filtering on the task list in front of you.

screenshot-PF6-task-filter-after 2016-12-07.png 

Advisors can now filter & sort student time logs shown in the portfolio tab

What is it?

A quick way to narrow down the number of relevant time logs in a portfolio to a manageable amount.

Why did we introduce this functionality?

If you have a long list of students as an advisor, you may find it helpful to view the listing of timelogs in ascending or descending order. We are initially providing you with the ability to do this by student name or by amount of time.

To do this, perform the following steps:

  • Access your advisor environment
  • navigate to the ‘Portfolio’ section
  • Select ‘All My Student’ from the left column
  • In the detail panel, select the ‘Time Logs’ option
  • At the top of the result window, we added the sort option. Represented in blue words with up or down blue arrow.
    1. Clicking on the word option toggles the sort criterion between ‘Logged Time’ and ‘First Name’.
    2. Clicking on the blue arrow changes the direction of the listing.

Note: this does not impact the search result list initially created. It only re-sorts the result list in the order that makes it more convenient for you as an advisor to review the list.

 

screenshot-PF6-timelog-sort-time-A 2016-12-07 15-43-59.png

Admin roles can now add new Users through import of spreadsheet with a layout that reflects their school format.

What is it?

A more reliable way of batch importing users and learning targets. 

Why did we introduce this functionality?

Our experience tells us that schools typically use additional columns or prefer a different order of columns (or both) than what was available in the standard spreadsheet we have been providing. We have changed the mechanics of this functionality so that we are providing you with a spreadsheet template that accurately reflects your school’s standard. Your admin may have created custom attributes used to collect additional information about a user. These will now be provided as additional columns in the spreadsheets you download.

As a result, importing errors should be dramatically reduced.

To do this, perform the steps that your admin was already used to:

  1. In the admin environment, log on as an admin
  2. navigate to the bottom of the screen below the ‘List Users’ column.
  3. Select and click on ‘batch uploaded it users’
  4. click on ‘User Input Spreadsheet Template’
  5. Look for the downloaded template of the spreadsheet in your ‘downloads’ folder or similar.
  6. Add the necessary content to the spreadsheet, MAKING SURE NOT TO CHANGE THE ORDER OR COLUMN HEADERS.
  7. Choose file in the ‘Batch upload/Edit Users’ window.
  8. Click ‘Preview’ to confirm the result of the import process.

 

What’s Next?

This release does not resolve all requested improvements. Our team is working on the next release which will cover addressing the following functionality:

  • Improvements to presenting the Calendar
  • Correcting anomalies in the calculation of content targets and credits
  • Additional sorting and filtering enhancements to streamline how you work with PF6.

 

Topics: Release