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
762 downloads
14 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 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
  • Picture of Albert Alcaine i Peralta
    Mon, 23 Apr 2018, 5:24 PM
    Hello, I've got v34.1.0 2017111304 and a newer version is available, although cannot update via Moodle plugins (autoupdate) as Moodle doesn't find this update. I've tried to reinstall but Moodle says this plugin is already installed in the system (doesn't detect it's a newer version). I haven't tried to uninstall and reinstall to avoid loosing information (like having users to reagree, etc.). Is it there any way to update the plugin "automagically"? smile
    Thank you!
  • Picture of David Mudrák
    Mon, 23 Apr 2018, 6:14 PM

    Hello Albert. We're sorry for your troubles. Can you please go to your Site administration > Server > Update notifications and check the setting "Required code maturity" (updateminmaturity). I suspect you will have there "Stable" which is why the new version is not reported by your Moodle (even the recent 34.2.0 is still declared as Beta maturity). Even when the auto-update would not work for some reason, you should be always able to replace the directory admin/tool/policy/ with the one from the 34.2.0 ZIP. Visiting the administration Notifications page then should trigger the upgrade (I just tested and it works for me). HTH

  • Picture of Albert Alcaine i Peralta
    Mon, 23 Apr 2018, 9:31 PM
    David, you're right, though I had to enable the "Beta" madurity to make it appear smile
    I've send Catalan strings to help translating the plugin into other languages, not sure if I'm done it right, but if you need help with translation just drop me a line smile
  • Picture of King Hernandez
    Tue, 24 Apr 2018, 2:33 PM
    Hi! Is there a way to make this plugin work or appear even if the user is not logged in through guest or more like any type of visitor who lands on the site must see this plugin. This is how almost all sites work for their policies to be seen, thanks a lot!
  • Picture of Helen Foster
    Tue, 24 Apr 2018, 2:49 PM
    Yes, a modal window is shown with links links to all policies defined either for guests or for all users. Please see the documentation https://docs.moodle.org/en/Policies_plugin for a screenshot.

  • Picture of David Mudrák
    Tue, 24 Apr 2018, 3:23 PM

    @King Hernandez - there is a little trick on how to make the bottom black modal shown automatically for all visitors of your site. Configure your site to automatically log in guests (autologinguests) and also force then to log in (forcelogin). As a result, all anonymous visitors will be automatically logged in as guests and the policies will be shown to them. Please note, to avoid re-displaying of the modal, a cookie is stored in the user's browser to keep track of the given consent to guest policies. When testing, it works best to either close the browser, or test in incognito windows.

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