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Home Tab: Customize the Home Tab Dashboard

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

 

INTRODUCTION

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The Home tab can be customized by an LMS administrator to present “widgets”.  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 or features in the LMS. The screen shot shows an example of the widgets that are available to select in the LMS.

Your dashboard may:

  • Include one or more of the elements displayed above.
  • Add widgets multiple times. For example, you can add two video widgets, each displaying a different video OR multiple overall progress widgets displaying the progress of selected activities or qualifications.
  • They may display in an order different than pictured below.

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WIDGETS DESCRIPTION

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

Classes Calendar

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View a calendar of all scheduled classes by month, week, day, list (one month), list (3 month), list (six months). Classes displayed are all class sessions within the user's target organization; whether assigned to the user or not.The following features are available:

  • This widget can be added to the Home Tab and Administration Dashboard.
  • Use search to locate a class by: class name, session name, instructor or place
  • A Color Key displays and filters classes by one or more of the following: All Sessions, Unassigned, Assigned, Electives, Pending Approval, Denied, Registered, and Full. 
  • Statuses apply to you as a user whether the widget is added to the Home Tab or the Administration Dashboard. For example, sessions "assigned" will only reflect sessions assigned to you.
  • Hover over the items on the calendar to see the date, time class, and session name.
  • Toggle to a Full Screen view
  • Hide the Calendar to return to the widget

 

Image Button Widget

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Displays the Quick Links menu on the Home tab.  Quick Links are buttons that allow a user to move quickly to the Catalog tab OR provide a filtered view of assigned training. For example, All My Training, Due Soon, Computer Based, Classes, or Videos. The Home Tab does not include this widget as a default setting.

My Overall Progress

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

This widget can be added multiple times and configured to display:

  • Mandatory Training Only: Eliminating the status for optional and all training
  • Qualification ID: Displays the status of one or more qualifications by qualification id
  • Activity ID: Displays the status of one or more qualifications by activity id
  • Assignment Identifier: Displays the status of one or more qualifications by assignment identifier 

 

Upcoming Classes

mceclip5.png View information about assigned classes such as date, duration, instructor and meeting place.


Upcoming Training

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

This widget can be customized to display only the training coming due within a specified number of days.

The Home Tab defaults to display this widget.

 

 

News Feed

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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.

For 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.

You may add multiple news feeds.

 

Video

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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.

You may add multiple video widgets.

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ADD WIDGETS TO THE DASHBOARD

IMPORTANT! By default, widgets are added at the Organization level.  This means, that the widgets that currently appear today, apply to ALL Organization units. LMS Administrators CANNOT change widgets at the Organization level.  Please contact our Support team at support@convergencetraining.com.  They will be happy to add, edit or remove widgets that affect all organization units.

LMS Administrators can select which widgets will be displayed on the dashboard as well as their display order at the Region Level and below. This means that the dashboard can be the same or unique for every region in your organization. Remember, that making changes at the Region level means that only that Region will see the changes made.  If you want ALL Regions widget view to the be the same, contact our Support Team and they will make the changes at the Organization level.  If you want each Region to be unique, read on.

You may have multiple instances of the same widget.  For example, you want two Video Widgets: one that will introduce your Executive Team and one that is the Safety Message of the month.  Just add the first widget, and then add it again.

In order to view the changes to the dashboard you've made to each region, you must be added to a team within that region.  The easiest method to test this is to create a "test user" in a team in each region. After you login as the "test user" in that region, navigate to the Home tab to verify the dashboard is set up as you intended.

Follow these steps to set up the Home Dashboard:

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

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Classes Calendar

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

Sort Order: Default 250. 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 250 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.

Dashboard:
Select User Only to display on the Home Tab.
Select Admin Only to display on the Admin Dashboard.
If you want the widget to display in both places, add the widget twice.  Select Home Tab in the first instance and Admin Tab in the second instance.  The Class Calendar functions the same way whether it is added to the Home Tab or Admin Tab.


 

Image Button (AKA Quick Links)

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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

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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

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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 825px x 350px. This is the default.  If you plan add multiple overall project widgets and the Show setting is set to Only Mandatory or Only Optional, we recommend that you change this default to 400x350px.

Show: Make the appropriate selection:

  • Mandatory and Optional: select when you want to display both mandatory (assigned) and optional (electives) training
  • Mandatory Only: select when you want to display mandatory (assigned) training only
    Note: be sure to change the Width setting to 400px
  • Optional Only: select when you want to display optional (electives) training only
    Note: be sure to change the Width setting to 400px

Filter On: Make the appropriate selection:

  • None: Select when you do not want to filter on the Assignment Identifier, Qualification ID or Activity ID.
  • Assignment Identifier: Select when you want to filter the widget by Assignment Identifier. 
  • Qualification ID: Select when you want to filter the widget by Qualification ID.
  • Activity ID: Select when you want to filter the widget by Activity ID.

Assignment Identifier: Enter the Assignment Identifier. 

Qualification ID: Enter the Qualification ID. Please refer to the Locate IDs: User ID, Activity ID, and Qualification ID for instructions to locate the Qualification ID.

Activity ID: Enter the Activity ID. Please refer to the Locate IDs: User ID, Activity ID, and Qualification ID for instructions to locate the Activity ID.

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Upcoming Classes

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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

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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.

Due within # Days: By entering a number in this field, the Upcoming Training Widget will display only the training that is due within that time frame.

 

Video

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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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