Often we work with participants who either are unknown to us at the start of an activity, or who might not already be enrolled in Xorro-Q using a pre-determined ID.  However, we still want these participants to be able to use a unique participant identifier, so that we can analyse their results with confidence.  In other cases, we already know the participant is a member of other Xorro-Q groups, however we might want the participant to self-enrol into a specified group (perhaps even to pay an associated fee).

Here's how you can enable your participants to enroll themselves into your Xorro institution, or into a Xorro group you specify (for example, to gain access to an activity), or both.

Enabling self-enrolment

If your Institution Manager has enabled participant self-enrolment, anyone can become a Xorro-Q participant in your institution by creating a unique ID when asked to do so.  Often this uses a participant's email as the login ID, but it does not have to: This is determined by the Institution Manager through the settings process.

In this case, whenever a "new" participant accesses your activity link, provided that you have launched the activity requiring either "ID access only" or "selected group only" (see below), the participant will self-enroll.

If you want to seperate these participants from the mass of institution participants, you will want them to be enrolled directly into a specified group.  In this case,  create a participant group (or edit one that already exists).   Make sure to put a tick into the check box at the foot of the group edit form, "permit self-enrolment".

 When launching your activity, choose one of the following:

• "Selected Group only" (recommended): The participants will be asked to identify themselves on accessing your activity.  If their ID is not already known to Xorro-Q, then they will be asked to provide a first and last name to complete the enrolment and they will be added as a participant to your group.  If their ID is recognised by Xorro-Q as an existing participant (but not in this group), then it will be added to the group.  
• "ID only" (a variation on the above): The participants will be asked to identify themselves on accessing your activity.  If their ID is not already known to Xorro-Q, then they will be asked to provide a first and last name to complete the enrolment and they will be added as a participant to the institution, but not to your specific group.  This is useful where you want to include guests or non-group members in a discussion, but do not want to incorporate their "results" data into the group data.

Your participants will now be asked to identify themselves on following the link to your activity(-ies). You can use this as a general preference, by always ensuring you ask for an ID access to your activities.   

Self-enrolment Institution Settings 

Whilst the above makes access to your group available to new participants, the way they identify themselves while enrolling (eg using a number, or an email, or a name...) is pre-determined by your Institution Settings.  Your Institution Manager can access these, and set the methods available for participants to use.  For example:

• You might require your self-enrolling participants to use an institution ID (eg a learner ID)
• You might prefer them to use their email
• You might ambivalent about how they identify themselves, just so long as it uniquely identifies them.

The Institution Manager can set these preferences on an institution-wide basis.

Categories: Xorro-Q, Admin / IT.