Learn about your Strategies Settings and Permissions

🔐 Account type(s) with default permissions to manage this: Administrators (permissions can be extended to other account types)

💻 Tier(s) this is available for: Essential, Pro

Administrators can manage most of their Ellevation Strategies settings and module usage data from the new Strategies Settings menu, all grouped together under the Admin menu icon. This includes:

• Reviewing available Ellevation-recommended Module Pathways and reviewing, editing, or creating Activity Lists.
• Accessing your district's Professional Learning Module usage data.
• Setting what credits each completed module is worth in your district.

ℹ️ Note

Professional Learning Modules and the related Professional Learning Management features described here are available with the Professional Learning add-on. 

📝 The Strategies Settings options now appear together under the Admin menu icon.

Learn more about each Strategies Setting, its permissions, and more:

• Manage Strategies Lists
• Manage Professional Learning
• Manage Module Credit Settings
• Set Permissions to Access and Manage Strategies Settings
• Set Permissions to Set a Dashboard as Strategies Home
• Set Permissions to Access Activity Insights

Manage Strategies Lists

📝 The Manage Strategies Lists page.

This is where administrators (and other instructional leaders with assigned permissions) can:

• Review their existing Module Pathways and Activity Lists.
  • This includes any District Custom Pathways and Lists, as well as Ellevation Recommended (pre-built) pathways and lists.
  • Search for Ellevation Recommended lists using the categories in each tab (for example, Modules by Student Subgroup, or Activities by Language Domain).
• Edit or customize any existing Activity Lists (learn how below).
• Delete any District Custom Lists. (Ellevation Recommended pre-built lists can be customized but not deleted.)
• Create a new Custom Activity List.

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Review Manage Strategies Lists permissions below.

Edit an Activity List

1. Click the Edit icon in the list card. (To edit an Ellevation Recommended Activity List, click the Customize button.)
2. From the Configure Activity List page, do any of the following to make the list your own:
   1. Under List Details, edit the name and description of the list, and add a linked external resource if you'd like.
   2. Under Activities Added, re-order or remove activities.
   3. Use the filters to search for and select activities to add to your list.
   4. Click the + button on an activity card. (Added activities appear under Activities Added, where you can re-order them as needed.)
3. Click Save. Your edits will be visible on your Manage Strategies Lists page.

Create a New District Custom Activity List

1. From the Manage Strategies Lists page, click the Create a Custom List button and select Activity List from the dropdown.
2. From the Configure Activity List page, do any of the following to make the list your own:
   1. Under List Details, add the list name.
   2. Optionally add a description and a linked external resource.
   3. Under Activities Added, re-order or remove activities.
   4. Use the filters to search for and select activities to add to your list.
   5. Click the + button on an activity card. (Added activities appear under Activities Added, where you can re-order them as needed.)
3. Click Save. Your new list will be visible on your Manage Strategies Lists page, in alphabetical order.

📝 Configuring the order of an Activity List.

Manage Professional Learning

This is where administrators (and other instructional leaders with assigned permissions) can track module progress and completion data, download spreadsheets of district usage, and review educator responses to verify that learners have understood the content and applied it to their instruction.

Users can only see usage data for other users assigned to their same school(s) in Ellevation. For example, an Ellevation Admin associated with "All Schools" can see all educators' module usage data, while a Principal associated with only one school will see educators from that one school.

Review Manage Professional Learning permissions below.

To learn more, read View and Use Professional Learning Modules Usage Data.

Manage Module Credit Settings

Use this page to configure the value and label for the type of credit or incentive that displays on the Certificate of Completion PDF educators receive when they complete a module.

Review Manage Module Credit Settings permissions below.

📝 The Manage Module Credit Settings page.

To set your module credits:

1. Click the Admin menu icon.
2. Select Strategies Settings.
3. Select Manage Module Credit Settings.
4. On the Module Credit Settings page, enter a Value and Label that define what will appear on module Certificates of Completion for teachers at your district (for example, 3 PD Credits).
5. Click Save.

Consider adding this module credit information in the optional descriptive section of Strategies Tiles that contain Module Lists. To learn how to add or edit Strategies Tile descriptions, see Edit a Dashboard Tile.

Set Permissions to Access and Manage Strategies Settings

The Strategies Settings menu lives under the Admin menu icon on the navigation bar. By default, only Administrator account types can see the Admin menu. Once any of the permissions below are assigned, those users can see and access the Admin menu along with the features you've granted them.

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Select a setting to get started:

• Manage Strategies Lists
• Manage Professional Learning
• Manage Module Credit Settings

Grant Permission to Manage Strategies Lists

Assign this permission so users can see the full catalog of available Module Pathways and Activity Lists, and edit or create new Activity Lists.

1. Navigate to the Permissions page:
   1. Go to the Admin menu icon at the top right of the navigation bar.
   2. Click User Management.
   3. Select Permissions.
2. Under the Professional Learning Management permissions, give Edit access to any account types you want to be able to edit or create Activity Lists (for example, if you want your EL Specialists to create custom Activity Lists).

📝 The Professional Learning Management permissions, with Edit access selected.

⚠️ Warning

Professional Learning Management (Strategies) permissions are separate from Dashboard permissions. Any user of any account type can create and edit their own Dashboards that include Strategies Tiles, regardless of their permission to manage Strategies Lists. To learn more about Dashboard permissions, see Manage Dashboards.

Grant Permission to View Professional Learning Data

Assign this permission so users can view the Manage Professional Learning page and see their educators' module usage data.

1. Continue from the Permissions page above, or navigate to it:
   1. Go to the Admin menu icon at the top right of the navigation bar.
   2. Click User Management.
   3. Select Permissions.
2. Under the Professional Learning Management permissions, give View access to any account types you want to be able to access module usage data (for example, if you want Principals to see their campus' module usage data).

📝 The Professional Learning Management permissions, with View access selected.

Grant Permission to Manage Module Credit Settings

Assign this permission so users can access the Manage Module Credit Settings page and configure the value of what completed modules are worth to educators, as shown on module Certificates of Completion.

1. Continue from the Permissions page above, or navigate to it:
   1. Go to the Admin menu icon at the top right of the navigation bar.
   2. Click User Management.
   3. Select Permissions.
2. Under the Professional Learning Management permissions, give Edit access to any account types you want to be able to set module PD value at your district (for example, if you want your EL Specialists to set the value that appears on module Certificates of Completion).

📝 The Professional Learning Management permissions, with Edit access selected.

Set Permissions to Set a Dashboard as Strategies Home

Ellevation administrators can select any Dashboard they own as the district's Strategies Home, and change it as needed.

Setting a Dashboard as the Strategies Home requires permissions for anyone without an Administrator account type. To learn more, see Set a Dashboard as a Homepage or the Strategies Home.

📝 The Set Strategies Home permission.

To review or set those permissions:

1. Go to the Admin menu icon on the navigation bar.
2. Select User Management.
3. Select Permissions.
4. Under the Dashboards permissions, give Set Homepages for Others access to any account types you want to be able to set a District or Account Type Homepage Dashboard for others.
5. For districts with Strategies, you can also give Set Strategies Home access to any account types you want to be able to set which Dashboard is connected to the Strategies button as the Strategies Home.

📝 The Dashboards permissions.

⚠️ Warning

Dashboard permissions are generally separate from Strategies permissions. To learn more about Dashboards and Dashboard permissions, see Create and Manage Dashboards.

Set Permissions to Access Activity Insights

By default, only Ellevation users with an Administrator account type can access the Activity Insights page.

To manage which account types have access to this page:

1. Click the Admin menu icon in the top right corner of your screen.
2. Select User Management.
3. Select Permissions.
4. On the Manage Permissions page, scroll down to Professional Learning Management.
5. Click the Edit Permissions button.
6. In the Edit Professional Learning Management Permissions window, check or uncheck the boxes next to each account type under View to control access to the Activity Insights page.

📝 The Edit Professional Learning Management Permissions window.