Role description - Planner

Has access to Deliver, Monitor and Grade.

Deliver

• Search and filter
• Create, edit and delete own views
• Create assessments
• View templates
• Create assessments from templates (1)
• Create demo tests
• Edit and view all assessment settings (2)
• Edit contributors
  • Limit invigilator to room (requires activation)
• Edit candidates
• Set up group delivery
• Add from list of available question sets
  • The author must share QS with the planner, and unless planner also has role Author, the access is read only
• Update question set version i assessment
• View and change design settings on assessment
• Set/change Assessment settings
  • Set grading scale
  • Add/replace/remove mark scheme
  • Add/replace/remove Invigilator instructions
  • Set threshold values
• Preview assessment
• Download and print assessment
• Activate/deactivate assessment
• Export results (if activated)
• View assessment event log
• Archive and unarchive assessments
• Manage and send explanation of grade (requires activation)

(1) Templates may restrict the planner’s access to edit settings on an assessment, and some of, or all of the actions described may not be available if a template is used.

(2) Some variations may apply. Assessments that are created from 3rd party integrations or via API may not have all settings available for planner. See also previous footnote.

Monitor

• View all candidates on assessment
• Toggle columns on/off
• Search and apply filters
• Create, edit and delete views
• Apply available actions* to candidates (see details further down on this page)

Grade

• View assessment in Grading
• View details on assessment
• Add/edit committees
• Send invites to graders
• Download submissions
• Download Marks and Criteria as Excel file
• Download marks and grades as CSV
• Edit grader workflow
• Upload, remove and replace mark scheme
• View candidates and submissions, including filters and navigation between candidates/submissions
• View grade set by graders
• View manual marks set by graders (only for shared marks workflow)
• View anti plagiarism report (if activated)

*Available monitor actions for planners

 
1. Always available actions

• Publishing restrictions
  • Note that this has no real impact other than a date set, which is used by 3rd party integrations to determine when a thesis can be published.
    • Value is included in API output
    • Field can be used for other purposes but has no functionality attached
• Request explanation/cancel request
  • Only if administration of explanations are activated
• Flag/unflag
• Grading Deadline
• Location

2. Before the test is activated (all candidates inactive) - Test status: Created

• Enable/disable spell checker
• Delete Candidate
  • Only applicable to Inspera Assessment tests
• Add/subtract planned extra time
• Individual end time

3. After activation and during assessment - Test status: Active

Candidates with status Inactive:  

• Send message
• Enable/disable spell checker
• Attach file
  • Automatically sets candidate status to Submitted
• Delete Candidate
  • Only applicable to Inspera Assessment tests
• Add/subtract planned extra time
• Add/subtract Incident extra time
• Exempt from lockdown
• Set attending/not attending
• Set ID confirmed/rejected
• Individual end time
   

Candidates with status In progress:  

• Send message
• Enable/disable spell checker
• Pause/unpause (resume)
• Add/subtract Incident extra time
• Exempt from lockdown
• Set attending/not attending
• Set ID confirmed/rejected
• Individual end time
• Upload submission
  • Automatically sets candidate status to Submitted
     

Candidates with status Submitted: 

• Send message 
• Open/close for resubmission
• Attach file
• View submission
• Download and print
• Set attending/not attending
• Set ID confirmed/rejected

4. After test ends - Test status: Finished

Candidates with status Submitted:

• Send message
• Open/close for resubmission 
• Attach file
• View submission
• Download and print
• Set attending/not attending
• Set ID confirmed/rejected