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How can I set up my portal's learner dashboard?
How can I set up my portal's learner dashboard?

There are various options for customising the learner dashboard shown to users in your portal. This article provides details.

Lou Monsour avatar
Written by Lou Monsour
Updated over a week ago

To set up the dashboard shown to each learner in your portal, navigate to Account → Brand, where you can configure the following components of the learner dashboard:

Each tab has its own banner which can be styled with a customised message and image.

For more information about setting up your portal's branding, see this support article.

NOTE: Users with scheduled deactivation date

If a deactivation date has been scheduled, the learner will see this information at the top of their learner dashboard.

NOTE: Banner images

Each tab can have its own banner image as outlined below. For banner images, we recommend the following:

  • Minimum 225 px height.

  • Minimum 2000 px width.

  • The banner image will scale to fit the available screen width and so you will see some cropping of images depending on your screen size (as the image is scaled to fit the required height or width of each users screen).

  • To improve the user experience, aim for images that are <500kb in size.

Here are some default images you can use as a starting point. These images are 2048 px x 398 px. In most browsers, you can right-click on the image and select 'Open in new tab' to view in its full dimensions. You can then right-click the image in the new tab to download/save the image to your computer.

The Training tab

The Training tab is where your learners can see all training they're enrolled into.

Learners can use the toggle option on this tab to sort their training by in progress and completed (any training the learner has already completed). They can also search their training using a search box above their list of topics, articles and pathways.

To set up the Training tab at Account → Brand:

  1. Scroll to the 'Explorer Dashboard: Training Tab' section and click 'Edit Training Tab'.

  2. Optionally edit the text displayed at the top of the Training tab.

  3. Optionally add an image to be displayed as a banner for the Training tab with your text as an overlay. Please note, if no image is added, your portal's primary colour will be used.

  4. Click 'Save'.

The Catalogue tab

The Catalogue tab is where your learners can view and self-enrol into any topics, articles or pathways which have been added to their catalogue using catalogue rules. They can also search their catalogue using a search box above their list of available training.

Please note, this tab is only visible to learners with training available for self-enrolment via their catalogue).

To set up the Catalogue tab at Account → Brand:

  1. Scroll to the 'Explorer Dashboard: Catalogue Tab' section and click 'Edit Catalogue Tab'.

  2. Optionally edit the text displayed at the top of the Catalogue tab.

  3. Optionally add an image to be displayed as a banner for the Catalogue tab with your text as an overlay. Please note, if no image is added, your portal's primary colour will be used.

  4. Click 'Save'.

The Profile tab

The Profile tab is where your learners can view their profile information, details of their training history and information about roles assigned to them and categories set up for CPD tracking.

Using the drop-down menu, learners can choose to see the following information:

  • Summary - the learner's profile information, including any custom fields you have configured to be visible to them. On this page, they can also record external knowledge or update the password they use to log in.

  • History - details of the learner's training history, including when they were enrolled, the due date (if applicable), when they completed the training (if applicable), and so on.

  • Roles - details of any roles assigned to them (along with how they're progressing towards achieving them).

  • Categories - details of how they're tracking against any CPD categories that have been set up for your portal with time or points allocations.

To set up the Profile tab at Account → Brand:

  1. Scroll to the 'Explorer Dashboard: Profile Tab' section and click 'Edit Profile Tab'.

  2. Optionally edit the text displayed at the top of the Profile tab.

  3. Optionally add an image to be displayed as a banner for the Profile tab with your text as an overlay. Please note, if no image is added, your portal's primary colour will be used.

  4. Click 'Save'.

The Team tab

The Team tab displays information about who is in the manager's team.

Using the drop-down menu, managers can choose to see the following information:

  • Members - details of who is in the manager's team, any custom fields you have configured to be visible on learner profiles. Managers can also subscribe themselves to monthly manager report emails by ticking the relevant boxes.

  • Summary - a breakdown of the number of unexplored, in progress (exploring), overdue, completed and external knowledge items each team member currently has.

  • History - details of each team member's training history, including when each team member was enrolled, the due date (if applicable), when they completed the training (if applicable), and so on.

Please note, this tab is only visible to users who have been assigned as a manager to one or more users in your portal.

To set up the Team tab at Account → Brand:

  1. Scroll to the 'Explorer Dashboard: Team Tab' section and click 'Edit Team Tab'.

  2. Optionally edit the text displayed at the top of the Team tab.

  3. Optionally add an image to be displayed as a banner for the Team tab with your text as an overlay. Please note, if no image is added, your portal's primary colour will be used.

  4. Click 'Save'.

The Assess Tab

The Assess Tab displays all training a learner is assigned as an assessor.

Learners can navigate to their Assess tab on their learner dashboard to view the list of training that they have been assigned as an assessor. Here they can use the search box to identify specific items based on a keyword.

Learners can click on the title of the specific training to open it's overview details, towards the bottom of the page they will see an option to 'Assess, which they can click to perform an assessment. More information on this process can be viewed here.

Please note, this tab on the learner dashboard will only be present if the learner is assigned as an assessor for at least one Topic or Article.

To set up the Assess tab at Account → Brand:

  1. Scroll to the 'Explorer Dashboard: Assess Tab' section and click 'Edit Assess Tab'.

  2. Optionally edit the text displayed at the top of the Assess tab.

  3. Optionally add an image to be displayed as a banner for the Assess tab with your text as an overlay. Please note, if no image is added, your portal's primary colour will be used.

  4. Click 'Save'.

The Forum Tab

The Forum tab displays information and allows learners to view all posts from all of their forums across Topics and Articles.

By default they will see all forums and these are sorted by most recent, however, they can use the available filters to search via the options below:

  • Keywords: Search posts by word or phrase

  • All forums: Use this option to filter by All Forums (by default) or select to choose a specific Topic / Article from the drop-down

  • Most recent: You can use this drop-down to filter on other sorting options, which are, 'Most popular' (i.e most favourited) or 'Most replies'

They can also use the Star on any forum post in the list to favourite them! When they or other learners favourite posts, this will be used to determine the 'Most popular' items when filtering.

Please note, this tab on the learner dashboard will only be present if the learner is enrolled in at least one Topic or Article that has a forum enabled. More information on what the learners can see and do can be viewed here.

To set up the Forum tab at Account → Brand:

  1. Scroll to the 'Explorer Dashboard: Forum Tab' section and click 'Edit Forum Tab'.

  2. Optionally edit the text displayed at the top of the Forum tab.

  3. Optionally add an image to be displayed as a banner for the Team tab with your text as an overlay. Please note, if no image is added, your portal's primary colour will be used.

  4. Click 'Save'.

The Create Tab

The Create tab displays training that a learner is enrolled as a creator in.

This tab also is visible if a user has been granted general 'Creator' permissions on their profile.

By default they will see all topics they are enrolled in as a creator or have created themselves and they are sorted by most recently updated (edited). Users can use the available search box filter to search by word or phrase to locate specific training.

To set up the Create tab at Account → Brand:

  1. Scroll to the 'Explorer Dashboard: Create Tab' section and click 'Edit Create Tab'.

  2. Optionally edit the text displayed at the top of the Create tab.

  3. Optionally add an image to be displayed as a banner for the Create tab with your text as an overlay. Please note, if no image is added, your portal's primary colour will be used.

  4. Click 'Save'.

Please note, this tab on the learner dashboard will only be present if the learner is enrolled as a creator in at least one Topic or Article or if they have been granted general creator permissions.

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