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3. To save the information you have entered or attached, click Save. Sakai saves the information in the wizard and displays the Add Wizard, step 2, screen again. If you have entered text, that text is displayed in the appropriate part of the screen. If you have attached a file, its name is displayed.
4. To explain the purpose of the wizard to site participants, click Add Rationale. Sakai displays the Add Rationale screen. Except for its name, it is identical to the Guidance screen shown above. Proceed as instructed in steps 2 and 3.
5. To add examples to show users how to use the wizard, click Add Examples. Sakai displays the Add Example screen. Except for its name, it is identical to the Guidance screen shown above. Proceed as instructed in steps 2 and 3.
6. To add a form with which to collect participant reflections upon their work in the entire wizard, select the appropriate form from the Reflection pull-down list. The form you select must have already been created using the Forms tool and made available in this site.
7. To add a form in which reviewers will provide formative feedback to participants on their work in the entire wizard, select the appropriate form from the Feedback pull-down list.The form you select must have already been created using the Forms tool and made available in this site.
8. To add a form in which reviewers will provide summative feedback to participants on their work in the entire wizard, select the appropriate form from the Evaluation pull-down list. The form you select must have already been created using the Forms tool and made available in this site. If you want participants to be able to modify their responses indefinitely, do not include an evaluation form and do not identify evaluators for the wizard. In the absence of evaluation form and an evaluator evaluators to provide summative feedback, the wizard has no end point, so participants can return to it and change it as desired.
9. To select people to provide summative feedback, click Select Evaluators. Sakai displays the Select Evaluators screen. The window on the left side of the screen lists all roles defined for this site. Below the line, it also lists all site participants.
10. To select evaluators, click the names of roles and/or individuals and then click the Add button. The roles you have selected for evaluators must have permission to evaluate wizards. Furthermore, the individuals selected for evaluation must be assigned a role selected for evaluation in the site. If these conditions are not met, the selected users will not be able to view and evaluate wizards. For more information on setting permissions, "see [link to Changing Permissions for the Wizards Tool"]. To select more than one role or person at a time, hold the CTRL key down as you click. Sakai displays the names of the roles and/or people in the box on the right.
11. To remove any of these roles or people from the list of selected evaluators, click their names and click the Remove button.
12. When you have identified all roles and/or individual participants who will act as evaluators, click Finish. Sakai displays the Add Wizard, step 2, screen again. The screen shows the names of the roles and/or individuals you have selected as evaluators.
13. Choose one of the following options:

  • To create additional pages for this wizard, click Continue. Sakai displays the Add Wizard, step 3, screen. This screen varies, depending on whether you are creating a sequential or hierarchical wizard.
  • To complete this wizard without adding additional pages to it, click Finish. Sakai displays the Wizards home page. Your new wizard is listed on this screen. [Note: A sequential wizard must have at least one page in order to be able to preview it.]
  • To return to the Add Wizard, step 1, screen, click Back.
  • To exit without creating this wizard, click Cancel. Sakai displays the Wizards home page.

14. To add pages to this wizard, follow the instructions for either "consult [link to Step 3: Adding Pages to a Sequential Wizard" ] or "[link to Step 4: Adding Categories, Subcategories, and Pages to a Hierarchical Wizard"].
15. To publish this wizard, see "[link to Publishing a Wizard"].

Step 3: Adding Pages to a Sequential Wizard

If you are creating a sequential wizard and have completed " Step 2: Add Wizard Support " by clicking Finish, Sakai displays this screen " Step 3: Add Wizard Pages":.

1. Click the Add button on the menu bar. Sakai displays the Revise Wizard Page Settings screen. This screen looks like a combination of the Add Wizard, step 1, and the Add Wizard, step 2, screen. Just as those screens provided all the boxes, pull-down lists, and access to files and forms that you needed for the wizard as a whole, this screen provides the boxes you need to define a single page in the wizard. This screen contains one new box, which is a pull-down list for adding forms for site participants to use in completing this page of the wizard.
2. Referring Refer to the instructions given in "[link to Step 1: Creating the Wizard" ] and "[link to Step 2: Adding Wizard Support" , ] to provide the information and materials that participants, reviewers, and wizard evaluators need for this page.
3. To select forms for participants to complete, go to the page to which you wish to add a form, select a form from the Forms pull-down list and click Add. Sakai displays the name of the form you have added. Repeat this step to select the other forms you need.
4. After entering information, attaching forms and files, and identifying evaluators as needed, click Save Changes. Sakai displays the Add Wizard, step 3, screen. The page you have added is listed on this screen. Or, to return to this screen without adding the page to the wizard, click Cancel.
5. To add another page, repeat steps 1- 4.
6. After adding as the pages you need, click Finish. Sakai displays the Wizards home page. Or, to return to the Add Wizard, step 2, screen, click Back. To return to the Wizards home page without adding this wizard page, click Cancel.

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If you are creating a hierarchical wizard and have completed " Step 2: Adding Wizard Support " by clicking Finish, Sakai displays the Add Hierarchical Wizard, Step 3, screen. This screen provides the starting point from which you add categories, subcategories, and pages to your hierarchical wizard.

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  • To save your work and return to the Wizards home page, click Finish.
  • To save your work and return to the Add Wizard, Step 2, screen, click Back.
  • To return to the home page without saving any of the categories, subcategories, and pages you have created, click Cancel. [Note: A hierarchical wizard must have at least one page to be able to preview it.]

Adding Categories

To add one or more categories, access the Add Hierarchical Wizard, Step 3, screen and follow these steps:

1. Click the Add Category link for the wizard. Sakai displays the Add Wizard Category screen
2. Enter a title for the category in the Title box. This entry is required.
3. If desired, enter a description of the category in the Description box and enter keywords in the Keywords box.
4. To save this category, click Save. Or, to return to the Add Wizard, Step 3, screen without adding the category, click Cancel. If you clicked Save, Sakai saves the category and displays the Add Wizard, Step 3, screen again. The category you have added is now listed.
5. To add another category, repeat steps 1 - 4.

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1. Find the category to which you want to add a subcategory and click the Add Category link for it. Sakai displays the Add Wizard Category screen
2. Enter a title for the subcategory in the Title box. This entry is required.
3. If desired, enter a description of the subcategory in the Description box and enter keywords in the Keywords box.
4. To save this subcategory, click Save. Or, to return to the Add Wizard, Step 3, screen without adding the subcategory, click Cancel. If you clicked Save, Sakai saves the subcategory and displays the Add Wizard, Step 3, screen again. The subcategory you have added is now listed.
5. To add another subcategory, repeat steps 1 - 4.

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1. Depending on where you want to add a page, click the Add Page link for the wizard itself or any category or subcategory in the wizard. Sakai displays the Revise Wizard Page Settings
2. Referring to the instructions given in "Step 1: Creating the Wizard" and "Step 2: Adding Wizard Support", provide the information and materials that participants, reviewers, and wizard evaluators need for this page.
3. To select forms for participants to complete, select a form from the Forms pull-down list and click Add. Sakai displays the name of the form you have added. Repeat this step to select the other forms you need.
4. After entering information, attaching forms and files, and identifying evaluators as needed, click Save Changes. Sakai displays the Add Wizard, step 3, screen. The page you have added is listed on this screen. Or, to return to this screen without adding the page to the wizard, click Cancel.
5. After adding as the pages you need, click Finish. Sakai displays the Wizards home page. Or, to return to the Add Wizard, step 2, screen, click Back. To return to the Wizards home page without adding this wizard, click Cancel.
6. After entering information, attaching forms and files, and identifying evaluators as needed, click Save Changes. Sakai displays the Add Wizard, step 3, screen. The page you have added is listed on this screen. Or, to return to this screen without adding the page to the wizard, click Cancel.
7. To add another page to the wizard, repeat steps 1 - 6.

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1. If the Wizards home page is not displayed, click the Reset button.
2. Find the wizard you want to change and click the Edit link beneath its name. Sakai displays the Edit Wizard, Step 1 screen. Except for its name, this screen looks like the Add Wizard, Step 1 screen.
3. Referring to the instructions given in " Step 1: Creating the Wizard, " steps 5 - 7, change entries as appropriate.
4. If you press click Continue, Sakai displays the Revise Wizard, Step 2, screen. Except for its name, this screen is identical to the Add Wizard, Step 2 screen.
5. Referring to the instructions in "[link to Step 2: Adding Wizard Support"], change entries, as appropriate. If you press click Continue, Sakai displays the Revise Wizard, Step 3, screen. This screen varies, depending on whether you are revising a sequential or hierarchical wizard. Note that categories and pages are identified by different icons:

  • downDown-facing triangle denotes a category that contains pages.
  • rightRight-facing triangle denotes a category that contains no pages.
  • circle Circle denotes a page.

6. To make other types of changes, choose one or more of these options:

  • To add pages to a sequential wizard, see "[link to Step 3: Adding Pages to a Sequential Wizard"].
  • To add categories and/or pages to a hierarchical wizard, see "[link to Step 4: Adding Categories, Subcategories, and Pages to a Hierarchical Wizard"].
  • To change, delete, or move a category or page, see the subsections that follow.

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  • To save your work and return to the Wizards home page, click Finish.
  • To save your work and return to the Add Wizard, Step 2, screen, click Back.
  • To return to the home page without saving any of the changes you have made, click Cancel.

Changing a Category

To change a category in a hierarchical wizard, follow these steps:

1. On the Add Wizard, Step 3, screen, find the category you want to change and click the Revise link below its name. Sakai displays the Revise Wizard Category screen. Except for its name, it is identical to the Add Wizard Category screen.
2. Referring to the instructions given in " [link to Adding Categories], " steps 2 - 5, make changes as needed.

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1. On the Add Wizard, Step 3, screen, find the page you want to change and click the Revise link below its name. Sakai displays the Revise Wizard Page Settings screen (see page 1).
2. Referring to the instructions given in "[link to Step 1: Creating the Wizard" ] beginning with step 5, and "Step 2: Adding Wizard Support", make changes as needed.
3. To select forms for participants to complete, select a form from the Forms pull-down list and click Add. Sakai displays the name of the form you have added. Repeat this step to select the other forms you need.
4. After entering information, attaching forms and files, and identifying evaluators as needed, click Save Changes. Sakai displays the Add Wizard, step 3, screen. The page you have added is listed on this screen. Or, to return to this screen without adding the page to the wizard, click Cancel.

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