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Home Tab: Customize the Home Tab Dashboard

Convergence Training Support
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Article Links Introduction | Add Widgets to the Dashboard | Update the Newsfeed Link | Update the Video Link | Remove Widgets from the Dashboard | 

 

INTRODUCTION

The Home tab can be customized by an LMS administrator to present “widgets” that allow users another method to view their progress or view and launch activities assigned to them. A “widget” is defined as a visual display that groups elements of the LMS together so the user can easily view, move to, or launch various activities in the LMS. The screen shot shows an example of the widgets that are available to select from.

The LMS Administrator can add, remove, and reorder one or more of the widgets described below:

 

My Overall Progress

Displays the user’s training progress for all training, mandatory (assigned) training and optional (electives) training. The learner can click the View Incomplete items to view a complete list of all incomplete activities in due date order. The Home Page defaults to display this widget.

Upcoming Training

View and launch assigned training activities. Activities are displayed in due date order, the most current due date first.

Upcoming Classes

View information about assigned classes such as date, duration, instructor and meeting place.

News Feed

Displays your company’s RSS feed. RSS stands for Rich Site Summary Feed. It is a format for delivering regularly changing web content. You can work with your IT team to set up an RSS feed. Example, you may develop an RSS feed to communicate upcoming changes in your training programs, upcoming regulatory changes or electronic delivery of a company newsletter. You can update the link to the Newsfeed at any time.  For example, if you create a unique newsfeed for a region within your organization.

Video

Link to a video that you would like your employees to view anytime. For example, you could make available a short video on your company history, introduction to safety or your safety program, or an introduction to your company’s leadership team. You can update the video on the dashboard on a regular or semi-regular basis.  For example, if you want to display a new safety message from your safety manager every month.

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ADD WIDGETS TO THE DASHBOARD

The Administrator can select which widgets will be displayed on the dashboard as well as their display order. Widgets are set up on the Edit Region screen accessed via Regions. This means that the dashboard can be the same or unique for every region in your organization. 
Note: A Region is the second level of the Enterprise LMS organizational structure. The Customer Campus LMS refers to it as Company. From this point forward, this article will refer to that level of the organization structure as Region.  

In order to view the changes to the dashboard you've made to each region, you must be assigned to a team within that region.  After you login as a user in that region, navigate to the home tab to verify the dashboard is set up as you intended.

Our support team can assist you with setting up your dashboard for your entire organization (if the dashboard will be the same for all regions) or one or more regions (if the dashboard will be unique for each region).  Please click on this link to Schedule a meeting with someone at Convergence Support! 

Follow these steps to set up the dashboard:

  1. Click the Administration tab at the top of the screen.
  2. Click the Organization  link, then Regions on the left menu bar.

Setup the Dashboard

  1. Search and locate the desired region following the directions provided in the Using Search article.
  2. Click the Edit button to the left of the desired Region.
  3. Scroll down to the Attributes section.
  4. Click on the down arrow on the right side of the Attributes drop down list.
  5. A list of all available widgets will appear.
  6. Click the checkbox to the left of the desired widget to be included on the dashboard. You may choose one or more widgets.
  7. Click the Add button to the right of the Attributes drop down list.
  8. Click on the link below to learn how to customize each widget: 
    Image Button Widget | News Feed Widget | Overall Progress Widget | Upcoming Classes Widget | Upcoming Training Widget | Video Player Widget |

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Image Button Widget (displays as Quick Links on the Dashboard)

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Title: Default Quick Links. You may rename the title.

Sort Order: Default 50. The sort order is the number assigned to place the widget in the order you want them to appear on the dashboard. Enter a number that is higher or lower than the existing number to change the placement of the widget on the home page. Currently this widget is the lowest number and will display as the first widget on the screen. Each widget is separated in increments of 100.  Therefore, if you want to display this as the second item on the dashboard you would enter any number between 100 - 200. 

Width and Height: Default 825px x 425 px. Convergence Training recommends that you do not change the default.

Link 1-6 CssClass: Convergence Training recommends that you do not change the default.

Link 1-6 Image: Convergence Training recommends that you do not change the default.

Link 1-6 Action: Convergence Training recommends that you do not change the default.

Link 1-6 Text: Convergence Training recommends that you do not change the default.

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News Feed Widget

Title: Default News Feed. You may rename the title.

Sort Order: Default 500. The sort order is the number assigned to place the widget in the order you want them to appear on the dashboard. Enter a number that is higher or lower than the existing number to change the placement of the widget on the home page. Currently this widget is 500 and will display as the 5th widget on the screen. Each widget is separated in increments of 100.  Therefore, if you want to display this as the fourth item in the dashboard, you would enter any number between 400 - 500. If two widgets have identical numbers, the LMS will then sort alphabetically.

Width and Height: Default 400px x 350px. Convergence Training recommends that you do not change the default.

Feed URL: Copy and paste your RSS feed URL into the text field.

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Overall Progress Widget

Title: Default: My Overall Progress. You may rename the title.

Sort Order: Default 100. The sort order is the number assigned to place the widget in the order you want them to appear on the Home tab. Enter a number that is higher or lower than the existing number to change the placement of the widget on the home page. Currently this widget is 100 and will display as the 2nd widget on the screen. Each widget is separated in increments of 100.  Therefore, if you want to display this as the third item in the dashboard, you would enter any number between 300 - 400. If two widgets have identical numbers, the LMS will then sort alphabetically.

Width and Height: Default 400px x 350px. Convergence Training recommends that you do not change the default.

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Upcoming Classes Widget

Title: Default: Upcoming Classes. You may rename the title.

Sort Order: Default 200. The sort order is the number assigned to place the widget in the order you want them to appear on the Home tab. Enter a number that is higher or lower than the existing number to change the placement of the widget on the home page. Currently this widget is 200 and will display as the 3rd widget on the screen. Each widget is separated in increments of 100.  Therefore, if you want to display this as the fourth item in the dashboard, you would enter any number between 400 - 500. If two widgets have identical numbers, the LMS will then sort alphabetically.

Width and Height: Default 400px x 350px. Convergence Training recommends that you do not change the default.

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Upcoming Training Widget

Title: Default: Upcoming Training. You may rename the title.

Sort Order: Default 100. The sort order is the number assigned to place the widget in the order you want them to appear on the Home tab. Enter a number that is higher or lower than the existing number to change the placement of the widget on the home page. Currently this widget is 100 and will display as the 2nd widget on the screen. Each widget is separated in increments of 100.  Therefore, if you want to display this as the third item in the dashboard, you would enter any number between 300 - 400. If two widgets have identical numbers, the LMS will then sort alphabetically.

Width and Height: Default 400px x 350px. Convergence Training recommends that you do not change the default.

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Video Player Widget

Title: Default: Video. You may rename the title.

Sort Order: Default 600. The sort order is the number assigned to place the widget in the order you want them to appear on the Home tab. Enter a number that is higher or lower than the existing number to change the placement of the widget on the home page. Currently this widget is 600 and will display as the last widget on the screen. Each widget is separated in increments of 100.  Therefore, if you want to display this as the  fifth item in the dashboard, you would enter any number between 500 - 600. If two widgets have identical numbers, the LMS will then sort alphabetically.

Width and Height: Default 400px x 350px. Convergence Training recommends that you do not change the default.

Video URL: Copy and paste the video’s web address (http://) or network location address (file://) into the text field.

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UPDATE THE NEWS FEED LINK

You can change the RSS link to the news feed as needed.  For example, you create an RSS feed for a specific area of your organization.

Follow these steps to update the news feed link:

  1. Click the Administration tab at the top of the screen.
  2. Click the Organization  link, then Regions on the left menu bar.

Update the News Feed

  1. Search and locate the desired region following the directions provided in the Using Search article.
  2. Click the Edit button to the left of the desired Region.
  3. Scroll down to the Attributes section. The widgets will be displayed under the Attributes section.
  4. Scroll to the Feed URL field in the News Feed section.
  5. Copy and paste the new RSS feed URL into the text field.
  6. Click the Save button located on the Edit Region menu bar.
  7. The dashboard will display the new RSS feed.

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UPDATE THE VIDEO WIDGET

You can update the video that displays on the dashboard at any time.  For example, if you want to link to a new safety video on a monthly basis to provide a safety message for the month.

Follow these steps to update the video link:

  1. Click the Administration tab at the top of the screen.
  2. Click the Organization  link, then Regions on the left menu bar.

Update the Video

  1. Search and locate the desired region following the directions provided in the Using Search article.
  2. Click the Edit button to the left of the desired Region.
  3. Scroll down to the Attributes section. The widgets will be displayed under the Attributes section.
  4. Scroll to the Video URL field in the Video Player section.
  5. Copy and paste the new video’s web address (http://) or network location address (file://) into the text field.
  6. Click the Save button located on the Edit Region menu bar.
  7. The dashboard will display the new video.

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REMOVE WIDGETS FROM THE HOME TAB

Follow the steps below to remove widgets you no longer want to display on the dashboard. Widgets are set up on the Edit Region screen. This means that you can delete one or more widgets and arrange their display order for every region in your organization. 
Note: A Region is the second level of the Enterprise LMS organizational structure. The Customer Campus LMS refers to it as Company. From this point forward, this article will refer to that level of the hierarchical structure as Region.    

Follow these steps to set up widgets:

  1. Click the Administration tab at the top of the screen.
  2. Click the Organization  link, then Regions on the left menu bar.

Remove the Widget

  1. Search and locate the desired region following the directions provided in the Using Search article.
  2. Click the Edit button to the left of the desired Region.
  3. Scroll down to the Attributes section. The selected will be displayed under the Attributes section.
  4. Click the checkbox to the right of the widget to be deleted.
  5. Click the Remove button in the Attributes section.
  6. Click the Save button located on the Edit Region menu bar.
  7. The widget will be deleted and your changes saved.

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