This document outlines the steps required to test the CE&S and Moodle LMS integration, including both data sync and user-level functionality
New Client Notice: If your institution is new to CES and is in the Implementation phase, a Test Project and Survey has already been created for you. This Project and Survey will be identifiable by the word "Test" in the title. Please skip steps 1, 2 and 3 of this article and proceed directly to Step 4: Import Course Data.
Prerequisites: LMS Side
Before beginning the test, please ensure:
- A Test course exists in Moodle.
- The course should be published.
- The course should have user enrollments:
- At least one test student
- At least one test instructor
- Ensure test users utilize non-production email addresses to avoid triggering automated notifications to real users during the testing phase.
- Please ensure that the test users have only a single role assigned to them, not multiple roles. (Reason: To ensure accurate role-based validation.)
Step 1. Create a Test Project in CES
1.1 Log into CES.
1.2 From the top navigation bar, click Surveys & Projects.
1.3 Select Projects.
1.4 Click Create New Project.
1.5 A dialog box appears, click Begin.
1.6 Enter a Project Title (e.g., Test Project).
Set the dates:
- Start Date: At least one week prior (recommended) to the current date.
- End Date: At least one week after (recommended) the current date.
Scroll to the bottom and click Save.
Step 2. Align a Survey to the Project
2.1 In the project, click Survey.
2.2 Click Select a Survey and choose an existing survey or create a new one.
2.3 Confirm your selection.
Step 3. Creating a Test Survey
If no surveys are available for selection, please follow the steps below to create a test survey:
3.1 From the top navigation bar, click Surveys & Projects.
3.2 Select Surveys.
3.3 Click Begin in the pop-up window that appears.
3.4 Enter the desired Title and Description for the survey.
3.5 Click Save New.
3.6 Click Save once again to finalize the creation.
Your test survey will now be available and can be used within the Test project.
Step 4. Import Course Data from Moodle
4.1: Re-Sync courses:
4.1.a Click on Courses
4.1.b Select Data Import
4.1.c Click Moodle
4.1.d On the top of the page you will see two options: Re-Sync Courses and Clear Synced Courses
4.1.e Click on the “Re-sync courses” to sync all courses and enrollments
(NOTE: Large Moodle instances may timeout; if syncs fail, use Course IDs instead)
4.1.f Re-Sync by Course ID(s): Use the Course ID found in the Moodle URL to sync specific courses and enrollments.
For example, in this case, the course ID here is “5”.
4.1.g Check sync status via the Notification ( top right corner) widget on the Home page or via email. (A timestamp will be populated to alert you of the last time you re-synced courses)
4.2: Import Courses
4.2.a The Search Moodle Courses tool finds courses by Name, Short Name, or ID.
4.3.b Use the Filter Options dropdown to apply search logic like "Contains" or "Starts With". For bulk searches, select More Options to paste a text string into the search box.
4.3.c Select the courses that need to be imported to the project by marking them with a checkmark and then click the Import Data button at the bottom of the page
4.3: Confirm Course Alignment
4.3.a Scroll to the top of the Data Import screen.
4.3.b Click Courses to refresh the page and return to the Courses tab of the project
4.3.c Confirm that the course appears with the correct information.
Step 5. Deploy the Project
After adding courses and validating users, open the project and click Deploy Project, then confirm.
This confirms that the data settings are functioning correctly.
Step 6. User Settings Testing (Role-Based Validation)
To confirm that user-level settings are functioning correctly, perform the following checks by impersonating users in Moodle (Only valid for users who have been imported into the CES using the steps above)
6.1 Student Role Testing
Impersonate a test student enrolled in the course and verify:
- The Survey Notification will only display in Moodle where the Course Evaluations & Surveys User Access Block has been added.
- If notification are visible, the student configuration has been successfully validated.
6.2 Instructor Role Testing
Verify as a test instructor: Course Survey Access Link is visible where the CES access block is added.
If the link appears correctly, the instructor configuration is working as expected.
Step 7. Expected Outcome
Successful integration is confirmed when :
- Course data syncs correctly
- The project deploys successfully
- Survey notification and links are visible for students
- Link is visible to instructors