Activities Template/Course Member Roles Alignment


Activities can also be thought of as assignments. In Student Learning & Licensure (SL&L), an activity template is created,
which defines the content of an activity, such as what a student submits and the rubric that
will be used to assess. Once a template is created, it can be “pushed out” to courses as an
activity. SL&L’s activity templates are useful because the actual content of an activity only
needs to be created one time, and then can be used to create an activity any time
Since creating templates is not related to any specific course or internship, every template
has generic “template roles,” which define who will participate in the activity created using
the template. For example, a Standard workflow template used the roles Submitter and
Supervisor Assessor. An Internship workflow template uses the roles Intern, Mentor, and
When a template is “pushed out” to courses by creating an activity, SL&L is taking the content
defined by the template, and assigning it to the “real humans” that are members of the
course. So, SL&L needs to know which humans will be doing each template role’s content. In
other words, we need to align course member roles with the template roles.

Aligning Course Member Roles

Aligning Roles During Manual Activity Creation (Course-based activities)

When manually creating activities for courses, the role alignment happens during the activity creation process. SL&L provides a dropdown menu for each template role that the template requires, and you choose which member role will act as each template role. 


Aligning Roles for Field Experience and the Activity Scheduler Activities

Likewise, Field Experience Internships and Activity Scheduler activities also need to have course member roles aligned with template roles. However, in these cases, the alignment is NOT part of the activity creation. Instead, aligning roles is done before the activity is created.

There are two ways to align course member roles to template roles for Internships and the Activity Scheduler:

     1. Roles can be aligned through the Membership Import.
     2. Roles can be aligned manually.

Aligning Roles using the Membership Import Matching

When importing course members using the Membership Import, each imported user is given a Role. For course-based course, the most common label is student. For internship course, common labels include Intern, Cooperating Teacher, and University Supervisor.

In the Membership import file, the “role” column is an open text field, allowing institutional terminology to be applied as a member role to each course member. However, if you choose a commonly used role label, SL&L can automatically match and align the imported member role to a template role.

We encourage you to use a common role label in your Membership Import so that you will not have to manually align member roles to template roles for every course.

NOTE: SL&L's automatic role matching only works when member roles are created using the Membership Import. Role matching does not occur when member roles are created manually.

Below are some examples of common member roles, and the template roles that SL&L will match and align (a complete list can be found at the end of this guide):

NOTE: The Mentor and Supervisor roles only exist within the Field Experience workflow. Therefore, they are only available in an Internship course.

Aligning Roles Manually

While most alignment of user roles will take place during a membership import through automatic matching, there are unique instances that may require these roles to be aligned manually. 

In existing courses that already have a member role, aligning the role to a template role happens on the individual course's Members tab.

NOTE: This is the same process currently used for aligning intern, mentor, and supervisor roles in Internships.

To align roles manually:

     1. Navigate to the Course containing the course section whose members you will be aligning.
     2. Click the Settings icon (gear icon).


     3. Click the Members tab.
     4. Choose an existing role, and click the role’s three dots icon.
     5. From the dropdown, select Edit.


     6. In the popup window, click the Select a Value dropdown menu and choose Student.



Complete List of Automatic Role-Matching Values

Student roles


Mentors roles (Internships)


Supervisor roles (Internships)

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

How to Contact Support
Click here to submit a ticket for the Support Team.
Watermark Academy
Click to access the Watermark Academy for free webinars, workshops, certifications, and free on-demand training