Admin Refresh: How to Add a Widget

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This article is part of the series created to provide details on features available when using the Admin Refresh interface.

Introduction

Dashboard Widgets are graphical components that display data for specific LMS features and actions.  This article will provide you with an overview of each widget type available with the Admin Refresh interface. For more information about Dashboard Widgets, please see Admin Refresh: An Overview of Dashboard Widgets.

Important Note

As a System Administrator, access this workflow as a continuation of the process found in the How to Add a Dashboard article, or when you choose to configure a previously created dashboard.

Table of Contents

 


Instructions: How to Add a Widget

Step Instructions
1. Configure Widgets
If... Then...
You are continuing from How to Add a Dashboard workflow

You will automatically route to the Configure Widgets page.

You are beginning from the home page of the Admin Interface

Beginning from the Admin Interface > Dashboard section. 

Click the Manage Dashboard button in the top right-hand corner of the page.  A drop-down menu will open.  Select Configure Widgets.  You will route to the Configure Widget page.


Click any Add Widget icon/placeholder button to begin. A pop-up window will open. 

Note: Clicking the Add Widget button will add a new Widget placeholder to the bottom of the Dashboard layout.

2. Add Widget

From the drop-down menu, select a Widget type and click the OK button.  The pop-up window will update and present additional configuration options.

  • Each option describes what information will be available on the Widget.
  • Example: Logins will display data related to users accessing the LMS.

Learn more: Admin Refresh: An Overview of Dashboard Widgets

3. Configure Widget

See the Widget Type Settings section below this table for details on options available for each Widget Type.

4. Save Click the Save button to save and close.  You will return to the Dashboard.

 

 


 

Widget Type Settings

Shared Setting Fields

Setting: General Details
Title Enter the Widget's name in the Title field.  This is a required field.
Note: This title will be visible and identify the Widget on the Dashboard. 
Subtitle Enter a Subtitle.

 

Setting: Data Details
Unit Type

Click the radio button of the Unit Type you want the numeric information expressed as.

  • Count = Total number. Example "5"
  • Percentage = Total percent. Example "10%"
Filters Click the Add Rule button to add conditions on how the data should be filtered.
Graphic Click the radio button of the Graphic layout you want used to display the data.

 

 

Competencies

Setting: Data Details
Competencies Click the Select Competencies button to open a pop-up window where you can search for and choose Competencies.


Course Enrollment Status by Course 

Setting: Data Details
Courses Click the Add Courses button to open a pop-up window where you can search for and select Courses.

 

Enrollment Status

Click the checkbox of each Enrollment Status you want to be represented.

  • If Checked = The Enrollment Status is included.
  • If Not Checked = The Enrollment Status is not included.

Note: By default, every Enrollment Status will be selected (checked). 

 

Course Enrollment Status by Department

Setting: Data Details
Department Click the Add Departments button to open a pop-up window where you can search for and select Departments.
Include All Sub-Departments

Click the toggle button to change the status setting.

  • If ON = All Sub-Departments of the chosen Departments will be included in the Widget data.
  • If OFF = Only the selected Departments will be included in the Widget data.

 

Generated Reports

Setting Details
Title Enter a Title for the Widget.

 

Logins

Setting: Data Details
Frequency & Range

Use the Frequency and Range drop-down menus to select the default time-range for the Widget.

Users

Click the Add Rule button to add conditions on how the data should be filtered. 

Note: If no filter is added, all Users will be included in the Widget data.

 

Rich Text

Setting: Data Details
Body

Use the WYSIWYG Text field to format the contents of the Widget. 

 

Saved Reports

Setting: Data Details
Reports

Click the Report's checkbox to change the status setting.

  • If Checked = The Report is included.
  • If Not Checked = The Report is not included.

Note: By default, all Reports will be selected (checked). 

 

 

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