Building a Wizard

To build a matrix wizard, use the Matrices tool.

To build a sequential or hierarchical wizard, access the Wizards tool and follow these steps:

Step 1: Creating the Wizard

1. If the Wizards menu bar is not displayed, click the Reset button.
2. Click the Add button on the menu bar. Sakai displays the Add screen.
3. Select the type of wizard you are creating by clicking the button for either sequential or hierarchical.
4. To proceed, click Continue. Or, to return to the Wizards home page without creating a wizard, click Cancel.
If you clicked Continue, Sakai displays the Add Wizard, Step 1, screen.
5. Using the boxes shown, enter a name, a description of the wizard's purpose, and keywords. Only the Name entry is required.
6. Choose one of the following options:
   • To apply Sakai's default style to this wizard, skip this step and proceed directly to step 7.
   • To apply another style to this wizard, click Select Style. Sakai displays the Manage Styles screen. This screen lists the styles available for use in your wizards. Click the Select link for the style you want to apply to this wizard. Sakai redisplays the Add Wizard, Step 1, screen. The name of the style you chose is displayed in the Apply a Style box. Or, to return to that screen without selecting a style, click Go Back.
7. To proceed, click Continue. Or, to return to the Wizards home page without creating a wizard, click Cancel.
If you clicked Continue, Sakai displays the Add Wizard, Step 2, screen. This screen is shown in the next subsection.

Step 2: Adding Wizard Support

At this point, you need to add information and forms that apply to the wizard as a whole. To do so, follow these steps:

1. To add instructions and other helpful information for users, click Add Instructions. Sakai displays the Guidance screen.
2. Choose one or both of these options:
   • Enter text directly into the text box on the screen. Use the icons and pulldown lists to format the text as appropriate.
   • Attach a file by clicking Select Items. To do so, follow the instructions given for selecting an item. After you click Finish, Sakai displays the Guidance screen again.
3. To save the information you have entered or attached, click Save. Sakai saves the information in the wizard and displays the Add Wizard, step 2, screen again. If you have entered text, that text is displayed in the appropriate part of the screen. If you have attached a file, its name is displayed.
4. To explain the purpose of the wizard to site participants, click Add Rationale. Sakai displays the Add Rationale screen. Except for its name, it is identical to the Guidance screen shown above. Proceed as instructed in steps 2 and 3.
5. To add examples to show users how to use the wizard, click Add Examples. Sakai displays the Add Example screen. Except for its name, it is identical to the Guidance screen shown above. Proceed as instructed in steps 2 and 3.
6. To add a form with which to collect participant reflections upon their work in the wizard, select the appropriate form from the Reflection pulldown list.
7. To add a form in which reviewers will provide formative feedback to participants, select the appropriate form from the Feedback pulldown list.
8. To add a form in which reviewers will provide summative feedback to participants, select the appropriate form from the Evaluation pulldown list. If you want participants to be able to modify their responses indefinitely, do not include an evaluation form and do not identify evaluators for the wizard. In the absence of evaluation form and an evaluator to provide summative feedback, the wizard has no end point, so participants can return to it and change it as desired.
9. To select people to provide summative feedback, click Select Evaluators. Sakai displays the Select Evaluators screen. The window on the left side of the screen lists all roles defined for this site. Below the line, it also lists all site participants.
10. To select evaluators, click the names of roles and/or individuals and then click the Add button. The roles you have selected for evaluators must have permission to evaluate wizards. Furthermore, the individuals selected for evaluation must be assigned a role selected for evaluation in the site. If these conditions are not met, the selected users will not be able to view and evaluate wizards. For more information on setting permissions, "Changing Permissions for the Wizards Tool". To select more than one role or person at a time, hold the CTRL key down as you click. Sakai displays the names of the roles and/or people in the box on the right.
11. To remove any of these roles or people from the list of selected evaluators, click their names and click the Remove button.
12. When you have identified all roles and/or individual participants who will act as evaluators, click Finish. Sakai displays the Add Wizard, step 2, screen again. The screen shows the names of the roles and/or individuals you have selected as evaluators.
13. Choose one of the following options:
    • To create additional pages for this wizard, click Continue. Sakai displays the Add Wizard, step 3, screen. This screen varies, depending on whether you are creating a sequential or hierarchical wizard.
    • To complete this wizard without adding additional pages to it, click Finish. Sakai displays the Wizards home page. Your new wizard is listed on this screen.
    • To return to the Add Wizard, step 1, screen, click Back.
    • To exit without creating this wizard, click Cancel. Sakai displays the Wizards home page.
14. To add pages to this wizard, follow the instructions for either "Step 3: Adding Pages to a Sequential Wizard" or "Step 4: Adding Categories, Subcategories, and Pages to a Hierarchical Wizard".
15. To publish this wizard, see "Publishing a Wizard"

Step 3: Adding Pages to a Sequential Wizard

If you are creating a sequential wizard and have completed "Step 2: Adding Wizard Support" by clicking Finish, Sakai displays this screen:

1. Click the Add button on the menu bar. Sakai displays the Revise Wizard Page Settings screen. This screen looks like a combination of the Add Wizard, step 1, and the Add Wizard, step 2, screen. Just as those screens provided all the boxes, pulldown lists, and access to files and forms that you needed for the wizard as a whole, this screen provides the boxes you need to define a single page in the wizard. This screen contains one new box, which is a pulldown list for adding forms for site participants to use in completing this page of the wizard.
2. Referring to the instructions given in "Step 1: Creating the Wizard" and "Step 2: Adding Wizard Support" , provide the information and materials that participants, reviewers, and wizard evaluators need for this page.
3. To select forms for participants to complete, select a form from the Forms pulldown list and click Add. Sakai displays the name of the form you have added. Repeat this step to select the other forms you need.
4. After entering information, attaching forms and files, and identifying evaluators as needed, click Save Changes. Sakai displays the Add Wizard, step 3, screen. The page you have added is listed on this screen. Or, to return to this screen without adding the page to the wizard, click Cancel.
5. To add another page, repeat steps 1- 4.
6. After adding as the pages you need, click Finish. Sakai displays the Wizards home page. Or, to return to the Add Wizard, step 2, screen, click Back. To return to the Wizards home page without adding this wizard, click Cancel.

Step 4: Adding Categories, Subcategories, and Pages to a Hierarchical Wizard

If you are creating a hierarchical wizard and have completed "Step 2: Adding Wizard Support" by clicking Finish, Sakai displays the Add Hierarchical Wizard, Step 3, screen. This screen provides the starting point from which you add categories, subcategories, and pages to your hierarchical wizard.

Follow the directions in the subsections below. After finishing your work, choose one of these options:

• To save your work and return to the Wizards home page, click Finish.
• To save your work and return to the Add Wizard, Step 2, screen, click Back.
• To return to the home page without saving any of the categories, subcategories, and pages you have created, click Cancel.

Adding Categories

To add one or more categories, access the Add Hierarchical Wizard, Step 3, screen and follow these steps:

1. Click the Add Category link for the wizard. Sakai displays the Add Wizard Category screen
2. Enter a title for the category in the Title box. This entry is required.
3. If desired, enter a description of the category in the Description box and enter keywords in the Keywords box.
4. To save this category, click Save. Or, to return to the Add Wizard, Step 3, screen without adding the category, click Cancel. If you clicked Save, Sakai saves the category and displays the Add Wizard, Step 3, screen again. The category you have added is now listed.
5. To add another category, repeat steps 1 - 4.

Adding Subcategories

To add one or more subcategories, access the Add Hierarchical Wizard, Step 3, screen and follow these steps:

1. Find the category to which you want to add a subcategory and click the Add Category link for it. Sakai displays the Add Wizard Category screen
2. Enter a title for the subcategory in the Title box. This entry is required.
3. If desired, enter a description of the subcategory in the Description box and enter keywords in the Keywords box.
4. To save this subcategory, click Save. Or, to return to the Add Wizard, Step 3, screen without adding the subcategory, click Cancel. If you clicked Save, Sakai saves the subcategory and displays the Add Wizard, Step 3, screen again. The subcategory you have added is now listed.
5. To add another subcategory, repeat steps 1 - 4.

Adding Pages

To add a page to the wizard, access the Add Hierarchical Wizard, Step 3, screen and follow these steps:

1. Depending on where you want to add a page, click the Add Page link for the wizard itself or any category or subcategory in the wizard. Sakai displays the Revise Wizard Page Settings
2. Referring to the instructions given in "Step 1: Creating the Wizard" and "Step 2: Adding Wizard Support", provide the information and materials that participants, reviewers, and wizard evaluators need for this page.
3. To select forms for participants to complete, select a form from the Forms pulldown list and click Add. Sakai displays the name of the form you have added. Repeat this step to select the other forms you need.
4. After entering information, attaching forms and files, and identifying evaluators as needed, click Save Changes. Sakai displays the Add Wizard, step 3, screen. The page you have added is listed on this screen. Or, to return to this screen without adding the page to the wizard, click Cancel.
5. After adding as the pages you need, click Finish. Sakai displays the Wizards home page. Or, to return to the Add Wizard, step 2, screen, click Back. To return to the Wizards home page without adding this wizard, click Cancel.
6. After entering information, attaching forms and files, and identifying evaluators as needed, click Save Changes. Sakai displays the Add Wizard, step 3, screen. The page you have added is listed on this screen. Or, to return to this screen without adding the page to the wizard, click Cancel.
7. To add another page to the wizard, repeat steps 1 - 6.