LMS Dashboards

This article is to go through the dashboards and what the different parts of the dashboards are

The Dashboard (Admin View):

Your dashboard will be your quick access for activities of the day, an overview of what your company have been doing regarding your LMS. The Admin view is a high level access of the system. We can configure this to show information and make use of quick links to help you jump to certain parts of the system.

 

Let’s dive deeper down into the widgets available:

 

Quick Links:

These four links are immensely powerful within the LMS for the services that they provide:

 

1.    Create a course:

This link will take you over to the content page and immediately start the “course creation” function (something that we are going to look at further down).

2.    Create a user:

This link will take you over to the people page of the LMS and immediately start the “user creation” function (something that we will look at further down).

3.    Create a team:

This link will take you over to the teams page of the LMS and immediately start the “team creation” function (something that we will look at further down).

4.    Upcoming ILT Schedule:

This link will take you over to the ILT (instructor led training) calendar and show you what ILT sessions that are to come next (though your company may not make use of this feature).

Metrics:

This widget shows a quick view of metrics within the system, broken down into four different views. If something is “Active”, it means that it is being used or is a user that is active on the LMS.

 

News:

This widget is a textbox that sends out messages companywide by administrators of the system, can be useful if a new course is laid out for all staff.

Recent Activity:

 

As an administrator on your LMS, this widget will show you the recent activity of all users on your system. This includes:

• All courses completed by any user
• Any badges/ levels that have been achieved by your users
• Any courses/ILT sessions that have been completed

Recently Viewed:

This widget is useful for an administrator who looks between a of data at once. It will save where you have recently visited within the system.

From here you can visit and re-visit any area in the LMS.

 

Modules Require Marking/ Approvals:

Two separate widgets but they complete a similar function. If a piece of content in the system has a module that requires marking (assessment/ video assessment) this is where an Administrator/Team Admin can immediately see if any modules require marking.

Approvals are required within certain sections of the system, for example within ILTs, an approval could be needed to allow them to access the live session. Courses can also require an approval before a learner can access them.

Remaining widgets:

Historical Charts:

Present a bar chart that can be filtered by various data points over the last quarter year.

Login Map:

Show an interactive world map of login activity by region.

Reports at a Glance:

Add this to the dashboard for a quick glance at unique logins, courses completed and e-commerce course sales over the last 30 days.

The Dashboard (Learner View):

While you will primarily be looking through the Admin view, it is important that you know what your learner’s are seeing and how to view the dashboard through their permissions.

 

To access the learner dashboard, click on the top right picture on your LMS dashboard (it will be your profile’s picture):

After this has been clicked, you will see the dashboard from a Learner’s perspective.

Learner Dashboard (the following section has been taken from the Learner’s guide):

This is a practice welcome dashboard that we here at Cezanne have put together, your dashboard will look different and have a different layout but don’t panic. This guide will still be able to help you!

Your dashboard will be your one stop shop to help out with any training that you need to complete or that has been assigned to you by your learning manager.

 

My training:

“My training” is one of the most important widgets you have access to as a learner. It is broken down into the following tabs.

• Not Started: these are courses which you need to start and if they have a due date, it will let you know when this needs to be completed by.
• In Progress: much as it says on the tin, if you are part way through a course/learning path and need to continue it. This will be your friend to get going again.
• Overdue: If you were part way/ did not start a course with a time limit given for completion and it gets past the date set, then it will be set as “Overdue”. The course can usually still be accessed and still be completed past the due date (unless an administrator on your system has set that course to be unable to access past the date).
• Completed: courses that you have completed in the past can be revisited using this tab. Useful if you need to go back over some learning or access some of the extra resources attached.
• Recommended For You: These are courses that have been recommended by the LMS that are similar to courses that you have already completed or that other Learner’s within your team/company have completed.

 

Assigned metrics:

 

A quick glance at how much learning you have in total, how much you have:

• Left to do
• Overdue
• Completed
• In Progress

News:

This widget is a textbox that sends out messages companywide by administrators of the system, can be useful if a new course is laid out for all staff.

Recent achievements/others:

When you complete a course, you will have it appear here, if your company has badges/levels enabled then these will also show. By clicking on the “Show All” button, you will be taken to the achievements screen (something we’ll look at later).

Calendar:

This widget displays any live sessions/ training that your company has enabled or set up that you have either signed up for/ have been registered on.

Favourites/ My Uploaded Content:

If you have favourited any content, it will be displayed under the “favourites” widget.

If your company has uploaded content enabled. This will in certain courses allow you to upload your own content, this could be course notes. These pieces of content may need to be approved by your manager or a member of the L&D/HR team.

This content will be shared with other learners on the system.

 

Approvals/Escalations:

If you are a Team Manager/ Team Admin on the system then you will have be send “approvals” and “escalations”. Approvals are when learners complete certain tasks (such as upload content) or self sign-up for a course that you are an instructor for.

Escalations are a way to include (CC) people such as a Manager, Administrator, or other User on Learner’s reminder email notifications to notify them that a user is approaching or has passed a Due Date or Compliance Date for Courses.

Leaderboards:

This part of your dashboard tells you where in specific learning leaderboards that you are. This shows the amount of “Points”, “Badges” and “Levels” that you have achieved.

If enabled by your HR, you will be able to gain points based on the amount of learning you complete within your LMS.

Registered Sessions:

If you have signed up to any ILTs (Instructor Led Training) sessions on your LMS then this will be your calendar for them. It will also show if you are an instructor for any of these as well.

Managing Dashboards:

Now we have looked at what we can see on the administrator dashboard. We need to look at how to change/ assign different dashboards to administrators/ Learners.

On your dashboard, you will be able to click on the “Manage Dashboards” button (Shown on the left image)

 

 

From this screen, we can see three sets of dashboard headings at the top:

• Admin Dashboards: These are what you will see when you login to the system. These have a lot more powerful widgets that can show reporting/ content creation (as you have seen within the Admin Dashboard section previously in this guide).
• Learner Dashboards + V2 Dashboards: These two sections are what your learner will see when they login. We recommend that you use the V2 Dashboards (these may need to be enabled within the “themes” screen in account settings, see further down in the guide). V2 dashboards are the new release and as such, they are much more user friendly.
• To create a new dashboard, click on the “Create Dashboard” button in the top-right of the image.
• To edit a pre-existing dashboard, click on the pencil icon on any already made dashboard.

 

We are going to be focusing on creating an administrator dashboard below:

 

After clicking on “Create Dashboard” you will be greeted with this screen:

 

• “Title” is the name that you will see when managing dashboards in the future.
• “Description” is purely for your reference and will not be seen in the dashboard itself.
• If ticked the “Set as Default Dashboard” setting will force any user (admin if an admin dashboard, learner if a learner dashboard) not set another dashboard to be given this when they login.
  To add a new widget, click on “Add Widgets”, initially the Dashboard will be empty, so you need to pick which you want your users to see.
  Each widget shown has a drop down that will give you more information about about that widget.
• To add a new widget, tick the box and it will appear on the dashboard.

These widgets can be dragged and moved around on the screen to change their location and how the user will view them. These can also be resized by clicking and dragging on the bottom right of that widget.

Above is an example of the widgets that we recommend for use with new administrators. The best way to find which works for your company is to play around with these dashboards.