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Experiences: Manage Workflow with the Work To Do Page (video)

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Note: This article contains video content that will not display or is not optimized to display correctly in the Foundry on-site support widget. For best results, we recommend reading the original in the Knowledge Base. Click the pop-out button Screen_Shot_2022-12-13_at_11.56.07_AM.png at the top right of the widget to open the full article.

 

Overview

This article introduces the Work To Do page for Advisors. For the Student Work To Do page, click here.

When you log into Foundry in the Advisor role, you will see this page by default. The purpose of this view is to answer these questions:

  • What have my students done recently that need a response from me?
  • Which students need a friendly push of encouragement?
  • How do I quickly check in work on the learning experiences I’m managing?  

 

Contents

  1. Overview Video
  2. The Table: Overview
  3. Filtering for Focus
  4. Experience Actions
  5. Tasks
  6. Learning Logs
  7. Journals
  8. Evidence Items
  9. Saved Items

 

Overview Video

  

 

The Table: Overview

The table is made up of two main sections: at left is a column of buttons displaying the total number of work items of a specific type from all the filtered* students.

Think of this page as a work "inbox." Students and work items will only appear here when you need to pay attention to them.

At right are your students in rows. The cells in each student's row tell the items of work they have submitted for you to review. Each column represents one type of work that can be done in Foundry - not just whole experiences, but their components as well: tasks, journals, learning logs, evidence uploads, and assessments (for schools using this feature, not shown below) appear here.

wtd-filter-group-before.png

These cells do not represent a total count of everything a student has completed (those appear on the Student table on the next tab).

In fact, if a student has not turned in any work for your review, or if you have finished reviewing all of a student's pending items, their name will not appear on the table.

When you 'check in' work - by clicking on its title in a work modal - or approve experiences to become 'active,' for example, the numbers will decrease. Think "inbox zero" - the goal is to have nothing appearing in this table at all! 

[*Note that the counts only change when groups are filtered - they do not change by using the text filter.]

Back to Contents

 

Filtering for Focus 

In the course of your work with multiple student groups, the amount of work your students produce can grow significantly even over just a week. To help you focus on what needs immediate attention, this dashboard is designed with efficiency in mind.

 

Group filter

To review and/or check in work for a single group, use the group filter at top right (highlighted below) first to select a single group. Notice how the names in the table and number of work items changes once you select a group:

wtd-group-filter-after.png

 

Text filter 

Alternately, you can type into the text field at left to filter students by name:

wtd-text-filter.pngBack to Contents

 

 

Experience Actions 

Screen_Shot_2020-09-13_at_5.33.01_PM.png

This is the total number of current experiences your students need you to review. Experiences in 'Canceled' or 'Active' status do not appear in this menu, although components from 'Active' experiences will show on the Work to Do page.

In this Section:

 

Click the Experience Actions button as shown above to open a modal (pop-up), which lists each student and type of experience action needed. Four types of experience statuses appear here:

  • 'Planned' shows experiences you created with the Batch create feature and students have not yet sent them to you for approval;
  • 'Returned' shows experiences you have sent back to students for more planning work before approval;
  • 'Requested' shows experiences created or adapted by students and awaiting your approval to begin work;
  • 'Submitted' shows experiences your students believe are ready for you to evaluate. 

 

Click each status type to see which students have experiences in that status. The number in parentheses at top indicates the total number of experiences at that status. The number in parentheses beside each student's name indicates the number of their experiences, while the number in the dialogue bubble indicates the number of comments on that experience.

From this menu, all experience types can be edited except for those 'Submitted' for evaluation, and all can be canceled except those 'Requested' for approval. Some statuses have their own unique actions you can take.

Click the "+" before a student's name to view all their experiences in that status. 

Back to Contents

 

 

Planned Experiences and Actions

Like 'Returned' experiences below, there is no action you as the Advisor need to take on Planned experiences. You are waiting for your students to edit, adapt, and submit the experience plan to you for approval.

You can, however, choose to edit the plan or cancel the experience from this menu.

When you click the title, you will see the original basic plan you created:

Screen_Shot_2022-12-27_at_4.03.48_PM.png

 

Requested Experiences and Actions

Each student with an experience of the selected status is listed. 

Click the small down arrow to expand and view the selected student's experience plan exactly as it would appear if you opened the experience itself:

 

This gives you all the information you need to review the experience and take the appropriate action. Click "Actions" to see the available actions you can take on a requested experience:

 

  • Edit Plan will open the experience plan editor and allow you to make any changes necessary.
  • Approve will change the experience status to 'Active' on the student's experience page and allow them to begin working on it.
  • Return to Student(s) will change the status to 'Returned,' meaning the student needs to improve the proposed experience before it is ready.

 

Returned Experiences

Both students and advisors will see Returned experiences on the Work to Do and Experiences pages. It is the student's job at this point to make any necessary corrections to the experience plan and resubmit to the advisor.

Screen_Shot_2022-12-27_at_1.08.15_PM.png

 

Screen_Shot_2022-12-26_at_4.46.14_PM.png

Once the student has resubmitted, it will appear as a 'Requested' experience, and you can approve it or return it again as necessary.

 

Submitted Experiences and Actions

As with requested experiences, you will see experience members, the title line you can click to expand and view the experience plan, the number of existing comments, and available actions you can take -- these differ slightly from the requested experience menu:

Screen_Shot_2022-12-26_at_4.51.03_PM.png

  • Return to Active will return the experience status to 'Active.' Choose this to alert your student that not all the work is complete and you will not evaluate it until it is resubmitted.
  • Evaluate will open the evaluation screen. You can also evaluate from within the experience itself. In the experience page, all the work is aggregated for you to review at one time if needed before evaluating targets and/or skills, or assigning grades and credit.
  • Cancel has the same function on any experience status.

Read here to review how to evaluate an experience.

Back to Contents

 

Canceling Experiences from the Work to Do Modal

Remember that Planned, Returned, and Submitted experiences can be canceled from this menu. If you choose 'Cancel' from the menu, you will be prompted with this button:

Screen_Shot_2020-09-13_at_5.43.44_PM.png

Click the orange Cancel to stop the action and leave the experience as-is.

Click the green Cancel It to confirm cancellation. This will change its status to 'Canceled' and remove it from your students Work-to-Do list. This does not delete the experience, however. You and your students can see it on the experiences page menu by clicking the "canceled" filter:

Screen_Shot_2020-09-13_at_5.46.19_PM.png   

As the advisor, you can return a 'Canceled' experience to 'Active' status by selecting 'ReActivate' from the experience actions menu in the table:

Screen_Shot_2020-09-13_at_5.46.39_PM.pngStudents do not have the ability to reactivate canceled experiences.

IMPORTANT: It is strongly recommended that you take extra care when canceling Submitted experiences, as it is possible that some targets have been evaluated or credits assigned. Before canceling such an experience, you must remove all evaluation data that has been attached to the experience. Read here for more detail on this situation.

Back to Contents

 

 

Tasks

Screen_Shot_2020-09-13_at_6.30.27_PM.png

Any task that students mark as completed, or which is due soon or late, appears here.

Click on the task box to open a popup window containing all the tasks belonging to students in the advisory group, listed by student. 

Screen_Shot_2022-12-27_at_1.11.00_PM.png

Note that the tasks above have different icons next to the checkbox:

The  Screen_Shot_2022-12-27_at_1.13.11_PM.pngicon represents a "goal" from the student's PLP page.

The Screen_Shot_2022-12-27_at_1.12.59_PM.png icon represents a task associated with a learning experience. 

The menu allows you to verify or edit each task individually.

 

Alternately, you can select 'Verify All' to mark all tasks as verified in a single action, or do so with a comment:

wtd-task-aliyah-verify-all.png

Verifying a task will remove it from your Work-to-Do page, and reduce the count in the appropriate table cell.

Back to Contents

 

Learning Logs

Screen_Shot_2020-09-13_at_6.32.24_PM.png

As with experiences, you can see student logs, with the date, title, and log type displayed. 

Note: With Logs, Journals, and Evidence, each is grouped either as 'To Do' or 'Waiting.'

'To Do' means you can check in that item by clicking the title and reading it. When you click 'Done,' Foundry checks that journal off your 'To Do' list and the numbers in the table and modal will adjust.

'Waiting' means you have left a comment or question on that item and are expecting a response. Foundry will not change that item to 'To Do' until the expected response is received.

 

Screen_Shot_2022-12-27_at_11.42.45_AM.png

 

Click the log title to expand and view the log contents:

Screen_Shot_2022-12-27_at_12.02.40_PM.png

This will remove it from your Work-to-Do page.

From here, you can comment on the log by clicking any Screen_Shot_2022-12-27_at_11.59.52_AM.png icon.

Note: Leaving a comment or question will not remove it from your Work-to-Do page until the student has read the comment or replied to the question. This is a function of the Embedded Chat feature. Click here to read more about Embedded Chat.

Read here for more on using learning logs.

 

Back to Contents

 

Journals

Screen_Shot_2020-09-13_at_6.59.08_PM.png

Click the Journals button to open a the modal showing all pending journals, sorted by student.

Individual items should appear listed by date, although certain actions like leaving comments on very old items can make this sort feature less accurate. With a long list of items, filtering by title can be very handy.

Like logs, journals are grouped by 'To Do' and 'Waiting.' 

 

Screen_Shot_2022-12-27_at_11.44.07_AM.png

 

The small down arrow at right offers the option to edit a particular journal, if necessary.

Click the journal title to expand the journal view to read in depth and leave comments or questions.

 

Screen_Shot_2022-12-27_at_11.55.42_AM.png

After adding any comments, click the title again to collapse the journal. As with logs and evidence, commenting will keep the journal in your Work to Do list until the student has read the comment or answered the question. Read here for more information on using journals

Back to Contents

 

Evidence Items

Screen_Shot_2020-09-13_at_7.02.05_PM.png

As with logs and journals, click the Evidence Items button to review evidence summaries and their attachments in the same way:

Screen_Shot_2022-12-27_at_11.49.26_AM.png

As with Logs and Journals, clicking the title of the evidence will open it for your review and Foundry will count it as 'checked in.' The counts on the modal and tables will adjust - unless you have left a comment or question that expects a reply.

 

Notes:

  • File types: At this article's publish date, our engineers are working to make sure as many different file types as possible can be opened in the viewer. Those that will not open in the viewer will download to your desktop where you can open and view them using the appropriate application.
  • Google Drive: Schools that use Google Drive for storing student work can link documents and Drive folders as evidence, but the user must have permission to access and already be logged in to their Google account to view folders or docs through the viewer. At present, the viewer will not let you log into Google. 

Read here for more information on using evidence.

Back to Contents

 

Saved Items

Screen_Shot_2020-09-13_at_7.03.54_PM.png

Work you begin and save for later appears here as well:

wtd-saved.png

 Click "Edit Request" to continue working on the experience...  

wtd-saved-edit.png

...or click "Delete Request" if you no longer need the experience.

wtd-saved-del.png

[back to Contents]

 

 

Suggested Reading

Note: Articles linked here under "Suggested Reading" are chosen by Foundry Support team members for their relevance and are updated as needed. The articles listed here may differ from those on the right side of the page, where the Knowledge Base AI lists "Related Articles."

 

Experiences: Quick Creation Overview

Experiences: the Experiences page

Experiences: Tasks

Experiences: Journals

Experiences: Evidence

Experiences: Learning Logs

Student Performance

 

Labels: experience, advisor, work-to-do_page,
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