Session Recap - Keys to the Kingdom: Creating a Canvas Admin Approval and Renewal Process

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Day 2, July 10 at 11:00am

Abstract / Session Overview

Explore Yale University’s admin access process, blending distributed support and centralized ownership. Showcasing how we select designated requestors, format admin roles/permissions, and manage the renewal process. Learn about our onboarding tutorial, FERPA/Acceptable Use Policy requirement, and reporting. We share insights gained from working with our community to streamline this process.

Details

  1. Objectives:
    • Understand Yale's Canvas admin support and role permissions structure
    • Review the process of gaining and renewing Canvas admin access
    • Explore the tracking system for admin approvals and its reporting benefits
    • Share lessons learned from this experience and future goals to improve communication with Canvas admins
  2. Canvas @ Yale Admin Structure
    • Canvas Admins by the numbers
    • Explaining our admin role structure
  3. The Request Process
    • Submitting a request with Designated Requesters
    • Training through the Canvas Admin Access Tutorial
    • Acknowledging FERPA and Acceptable Use Policy
    • Granting access to new admins
    • Modifying and removing access
  4. Renewal Process
    • Kicking off an annual renewal
    • Timeline
    • Consequences for failure to renew
    • How to reinstate access
  5. Tracking and Reporting
    • Tracking challenges
    • Salesforce case type to track requests
    • Custom Salesforce object to track admin records
    • The reports we can pull from these records
    • Benefits gained
  6. Lessons Learned and Future Goals
    • Lessons learned from the initial audit and implementation
    • Lessons learned after implementation
    • Future goals on improving the process

Resources

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