Configuring the Home Dashboard

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Configuring the Home Dashboard

The Home Dashboard is typically the initial page all end-users see when they access the LMS. We understand it is important you have the functionality to provide easy access to exactly what they need.

This topic will guide you through configuring what each user can see, based on their role(Security Profile) in the LMS, from Standard User to Event Contact to Company Admin. Choose which cards you’d like to display, and where you’d like them to appear. Before any updates to a role's dashboard is made, each card will be labeled with "None" indicating the cards are still using the Intellek Default setting for that role.  To update a role's setting, you must update all 5 cards before clicking SAVE.

•Approval Requests (only useful for roles involve with approvals

•Assignments

•Free Text - this card type can be used multiple times within a single role.

•In Progress

•Learning Record

•Library

•Surveys

•Upcoming Events (we recommend using the double sized card)

•Welcome

ExpandedCommunications Banner

News items allow administrators to highlight key information, and guide user activity directly from the Home dashboard. By combining banner visuals, targeted messaging, and group-based relevance, News items help ensure the right users see timely and actionable content. Use News items to promote training, share important announcements, or direct users to relevant content. News items are created and managed via the Communication page.

TPArrowWhen uploading a News Banner image, see the LMS Image Guidelines for recommended image size.

Create a News Item

1.From the main menu  Navigate to Communication > News

2.Click + Add.

3.Complete the News Details

a.Name - Title displayed below the banner.

b.Display Sequence - Controls the order of appearance relative to other banners.        

c.Banner Graphic - Upload an image (recommended size: 874 x 197 px). See LMS Image Guidelines for recommended image size.

d.Body or Link - Determine the behaviour of the banner when clicked:  decide if you'd like the user to navigate to the News area with aligned Body content or to a URL Link.

i.Use Body to display content with the LMS. Use formatting, cc/paste, source code to complete the text users will see.        

ii.Use Link to direct users to a URL.  

e.Date Effective From & To - Set start and end dates for the display of the banner (optional).

f.Record Status - Set to Active to display the item or Inactive to end the banner display.

4.Click Save.

Target Your Audience

•Use the Relevance settings to control which users see the News item.

•Assign to specific Groups to ensure the message reaches the right audience.

Manage Display Settings

Administrators can control the banner rotation timing through the LMS Settings:

1.Navigate to Settings > 3-dot option > Pages

2.Set the Banner Duration X Seconds to a value equal to or greater than 12.

 

bannerduration
ExpandedConfigure the Dashboard

Choose which cards you’d like to display, and where you’d like them to appear.

Navigate to the Menu > Settings page.

Navigate to the three-dot Options menu, and then select Pages.

1.Select the LMS Role (Security Profile) for the Dashboard you're configuring

2.Click on a card placement

3.Define which type of card to display in the selected location

•Approval Requests (only useful for roles involve with approvals

•Assignments

•Free Text - this card type can be used multiple times within a single role.

TPArrowNotes: The card size affects the dashboard. To avoid a scrolling requirement for the dashboard, keep the card size to a minimum. For example, when using a single image in your free text card, test your image size with your screen resolution before settling on the free text card.  Intellek uses a single image size of 600px x 135px with a 1920 x 1080 screen resolution.

•In Progress

•Learning Record

•Library

•Surveys

•Upcoming Events (we recommend using the double sized card)

•Welcome

4.complete all card 5 configurations if updating from the default "None" setting

5.SAVE

2020-11-12_14-44-34

If you don’t make any changes to this page, the layout will remain as is. Unchanged card placeholders are labeled None indicating the default setting.

LMS Role

An individual’s Home Dashboard configuration is dependent on their role in the LMS. Role is defined by the highest Security Profile selection and Event Contact setting in a user account. Select the LMS Role that you’d like to configure.

TPArrowIf a user has more than one Security Profile, the LMS will use the role with the most privileges. For example, Course Administrator will override Event Manager.

TPArrowIf you choose to create a customized layout for a user designated as an Event Contact, you have the option to set Always use this layout, which will override any other assigned Security Profile-based layout for that end-user.

Layout

With an LMS Role selected, you can choose the cards you would like to include in your layout.

Important!

Every layout must always have each of the five card placeholders aligned with a Card Type.

1.Click on a card and select which Card Type you’d like from the list.

oConfigure contents for Free text Cards

2.Click Apply.

3.Repeat steps 1 and 2 until all five cards have a Card Type assigned.

4.Click SAVE.

 
ExpandedCard Designs

We provide one double-sized card placeholder on the left side  of the dashboard for cards that require more space. Some card types display differently in single and double configurations. Consider the resulting display when designing your layout. See an example below:

 

Double-Sized Card

Double-Sized Card

           

Single-Sized Card

Single-Sized Card

BestPrac  Best Practice

There is limited data to show for the following cards, so we recommend you set these as single cards:

•Learning Record

•Library

•Welcome