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Step

Action

Expected Result

1

Right click on the following .css file to download it to your computer: professional.css

 

2

Click Matrices from the main navigation

The Matrix tool is displayed

3

Verify Matrix Permissions.
Select Permissions...

Validate permissions against design (Needs update for 2.7).

4

Click Add to create a new matrix

The 'Edit Matrix Properties' form displays

5

Enter the following:
Title = Communications Matrix
Description = Business Communications

6

In the 'Structure' field set, for the following fields enter:
Column label = Year
Row label = Skill

Items are appropriately updated

7

Click Add Column

The 'Add/Edit Column' form is displayed

8 7

Enter:
Name = Freshman
Background Color = use the color palette to choose a color
Font Color = use color palette to choose an appropriate font color
Click Update button

'Edit Matrix Properties' form displays again with the column just added.

9 8

Click Add Column button again.

'Add/Edit Column' form appears

10 9

Enter the following:
Name = Sophomore
Background Color = use the color palette to choose a color
Font Color = use color palette to choose an appropriate font color
Click Update button

'Edit Matrix Properties' form displays again with the column just added.

11 10

Click Add Row button

'Add/Edit Row' form appears.

12 11

Enter the following:
Name = Written
Background Color = use color palette to choose an appropriate color
Font Color = use color palette to choose an appropriate font color.
Click Update button

'Edit Matrix Properties' form displays again with criterion you added in 'Row' part of the form

13 12

Click Add Row button again.

'Add/Edit Row' form appears.

14 13

Enter the following:
Name = Oral Presentations
Background Color = use color palette to choose an appropriate color
Font Color = use color palette to choose an appropriate font color
Click Update button.

'Edit Matrix Properties' form displays again with criterion you added in 'Row' part of the form

15 14

Click Add Row button again.

'Add/Edit Row' form appears.

16 15

Enter the following:
Name = Web
Background Color = use color palette to choose an appropriate color
Font Color = use color palette to choose an appropriate font color
Click Update button.

'Edit Matrix Properties' form displays again with criterion you added in 'Row' part of the form

17 16

In the 'Progression' field set, set Progression to Vertical

 

18 17

The following steps allow you to set default forms for use in all cells of the current matrix in the Participant Forms, Feedback, and Evaluation sections of the page. Once the defaults are defined, you can override them in individual cells by disabling the forms or selecting different ones. All forms are optional.
In the 'Participant Forms' field set, under 'Custom Form', click the Select a form drop down menu and select the form Contact Information (this form should have been added in 'Install Forms' above).
Click the Add button to the right of the drop down

When you scroll back down to the 'Participant Forms' field set, the 'Contact Information' form is listed under 'Custom Form', and there is a 'Remove' link below it.

19 18

In the 'Participant Forms' field set click the Reflection drop down.
Select the form Reflection

The 'Reflection' form is highlighted in the 'Reflection' drop down menu.

20 19

In the 'Feedback' field set, accept the defaults of 'Unrestriced General Feedback' and 'Unrestricted Evidence Item Feedback'

All permutations of these settings should be tested, but to start, accept the defaults

21 20

In the Feedback drop down menu, select the Feedback form

The 'Feedback' form is highlighted in the 'Feedback' drop down.

22 21

Under the 'Feedback' drop down, click Add Reviewers

The 'Select Reviewer' page displays.

23 22

Under 'Select by Role', in the Roles select box, click Instructor and Teaching Assistant, then click the Add button

The roles moved over to the 'Selected Role(s)' box.

24 23

Click Save

The 'Add Matrix' page redisplays with '1. maintain (Role)' listed under 'Reviewers'

25 24

If desired, click Allow participant to send feedback invitations to additional reviewers to give participants the option of inviting feedback from reviewers of their choice.

This should be tested, but to start, accept the default.

26 25

In the 'Evaluation' field set, from the Evaluation drop-down menu, select the Evaluation form

The 'Evaluation' form is highlighted in the drop down.

27 26

If desired, check the Hide evaluations from participants checkbox

This should be tested both on and off

28 27

Click the Add Evaluators link

The 'Select Evaluators' page displays.

29 28

Follow the same procedure as above to add the Instructor and Teaching Assistant roles, then save changes

Under 'Evaluators', '1. Instructor(Role)' and '2. Teaching Assistant (Role)'  are listed.

30 29

Click Save Changes

The 'Edit Matrix' form displays with graphical layout of the row(s) and column(s) defined above in this script. The cells in the first row should be in the 'Ready' state, while all the rest should be 'Locked".

31 30

Click Return to List. Do NOT publish the matrix

The 'Manage Matrices' page displays with the 'Communications Matrix' listed, but not as a link. There is a 'Preview' link next to the name of the matrix.

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