Admin tools: Policies

tool_policy
Maintained by Picture of Moodle HQ Moodle HQ
Allows to define various policy documents - site policy, privacy policy, intellectual property policy, late assignments policy and others as needed. It keeps the history of document revisions, tracks user agreements with them and forces users to accept them prior to using the site.
81 sites
688 downloads
13 fans
The plugin makes use of API available only in Moodle 3.3.5, 3.4.2 and higher.

The Policy plugin forms part of Moodle’s privacy feature set and will assist sites to become GDPR compliant. It is a first iteration of this feature and will continue to be updated and refined over the next few weeks.

This plugin provides a new user sign on process, with ability to define multiple policies (site, privacy, third party), track user consents, and manage updates and versioning of the policies.

This plugin requires the latest minor release of Moodle (3.4.2, 3.3.5), which also includes the ability to check whether a new user is a minor. The plugin will be integrated in the Moodle 3.5 release in May 2018.

Sets

This plugin is part of set GDPR.

Screenshots

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Contributors

Picture of Moodle HQ
Moodle HQ (Lead maintainer)
Picture of Sara Arjona Téllez
Sara Arjona Téllez
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  • Picture of ian hatton
    Thu, 22 Mar 2018, 11:54 PM
    Can you confirm whether these are going to be made available on Moodle 3.1, as a LTS release which runs until 2019 i'd have expected this to be included in the list of available versions, as many, many sites will have moved to 3.1 and developed it extensively, it's unrealistic to expect those sites to be able to move to 3.3 just to get access to these plug-ins (especially in a 2 month window).
  • Picture of David Mudrák
    Fri, 23 Mar 2018, 3:18 AM

    As far as I know, the underlying Privacy APIs are not going to be backported to 3.1. The LTS release is guaranteed to receive just security related fixes for the extended period. These GDPR improvements are not security fixes. So no, I don't expect these plugins to be ever available for 3.1 and 3.2.

  • Picture of Claus Tøndering
    Tue, 27 Mar 2018, 3:31 PM
    After having enabled protection against minors creating an account, I tried to create a self-registration account as an 11-year old. My request was correctly rejected. However, after this, I could not create an account. Every time I clicked "Create new account", I was shown the message saying that I was too young. I had to close the browser and restart it before I could proceed.
  • Picture of David Mudrák
    Tue, 27 Mar 2018, 4:26 PM

    @Claus - thanks for the info. Technically, this feature is not related to this plugin. It is part of the Moodle core now and can be used with or without the Policies. And yes, it is a known and intended behaviour. The user's answer to the age and country form has to be cached for a short while during the signup. In normal situation, the cache should invalidate itself after 30 seconds. So currently you have to either close the browser, or wait a little while before a next user can register.

  • Picture of Jean-Marc Doucet
    Thu, 5 Apr 2018, 10:32 PM
    Big Thanks !
  • Picture of Wendy Hesta
    Tue, 17 Apr 2018, 2:02 AM
    Hi there, I have installed the plugin well, but I can't find where in Site Administration I can put all the policies and agreements? And see all the features as shown in the screenshots above! Anybody knows?
  • Picture of Sara Arjona Téllez
    Tue, 17 Apr 2018, 1:44 PM
    Hi Wendy! For finding the "Manage policies" and the "User agreements" options in Site Administration you have to access before to "Policy settings" and select the "Site policy handler" to "Policies (tool_policy)". After you change this, the options for creating policies will appear in the "Privacy and policies" section smile
    "
  • Picture of Helen Foster
    Tue, 17 Apr 2018, 8:36 PM
    Hi Wendy, for further details on how to use this plugin, please see the documentation https://docs.moodle.org/en/Policies_plugin .
  • Picture of sean young
    Tue, 17 Apr 2018, 11:46 PM
    Hi, I see in the plugin documentation that it is possible to allow users to consent to policies for multiple users via the user agreements page. Is there/will there be any way of allowing a user to agree to certain users consent in bulk, but not have permission for all site users? For example, a user with permission could give permission to members of their own cohort, but not users from other cohorts?
  • Picture of Eva Karall
    Wed, 18 Apr 2018, 4:27 AM
    Will there be a possibility to opt out (disagree) again from a policy? I cannot find anything about it. Thanks.
  • Picture of David Mudrák
    Wed, 18 Apr 2018, 4:15 PM

    @sean If I recall correctly, you should be able to assign the capability to accept policies in the other user's context, so the user (say a parent) can consent to policies of those particular users only (say children). Unfortunately I am not aware of an easy way to set up these permissions in different contexts other than manually.

    @Eva There should be but I can't find it now (I was expecting it on Home > Dashboard > Profile > Policies and agreements). Let me check with the team.

  • Picture of Wendy Hesta
    Wed, 18 Apr 2018, 9:04 PM
    Thanks Sara and Helen for your help. I have followed the steps and added the policies and activated them. I see the page with the users in which I am myself as well and I see that no one has agreed to the policies. Then I logged out, so I expected then when logging in I should agree to these policies, but nothing appears..... Do you know what I have done wrong?
  • Picture of Helen Foster
    Wed, 18 Apr 2018, 9:29 PM
    Wendy, are you an admin by any chance? I don't think admins are required to agree to policies? Please can you try logging in as a non-admin user.
  • Picture of Wendy Hesta
    Thu, 19 Apr 2018, 4:28 AM
    Yes Helen, that was the reason! Thanks a lot!
  • Picture of Sara Arjona Téllez
    Fri, 20 Apr 2018, 2:13 PM
    @Eva, I've created https://tracker.moodle.org/browse/MDL-62062 for adding a link in the user profile to let them change their agreements. At the moment this is possible, but there is no direct link anywhere, so users interested on changing their agreements, should write the URL.
    Please vote the issue, comment on it and/or come up with a patch wink
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