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

clare_ankawi
Community Member
1
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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

1 Comment
TiffanyJeppson
Community Member

@clare_ankawi I loved this presentation. This is actually something we have started to work on for our University. I would love to be able to have a deeper discussion with you regarding the Tutorials that you used or if you could or would be able to share them and  the documents that you used, did you create them or did you find them on another site? I look forward to hearing from you.