Department Templates

Updated June 13, 2023 19:48

This article contains information applicable to the refreshed Admin Experience (AE) and previous versions of the Absorb LMS product.

Overview

Templates are a way to customize your Learner's experience within the LMS. Here you can customize colors, images, the Learner Dashboard, the Login Page, add a Public Dashboard, and much more! Only System Administrators will have access to Templates.

Templates are tied to Departments, so only Learners with the selected Department will see the Template. The LMS will automatically create a Template that is associated with your top Department. If you decide to add more than 1 Template for different Departments, this Template will provide a starting point. You can choose to leave the new Template with the same configurations in each section or customize the sections.

Important Notes:

You must select Save to keep the changes you have made on the Template management page. In some cases, you may need to select Save on the item you are adjusting and the main page. For instance, if you are customizing a Tile on the Dashboard, you will need to select the Save on the modal and on the Dashboard page.
If you are trying to adjust colors or images within your LMS, you may run into Browser Caching that will deter you from seeing your changes. It is always best to see the changes you have made in an Incognito Browser or a browser that has been cleared of its history.
If multiple Templates are created, Learners that do not specifically match a Template Department will receive the Default Template.
While editing a Department Template, whether it be a parent or child, System Admins will automatically be impersonating the Department Template. This will be made apparent to any System Admin by the text displayed in the top left corner of the portal, and with the Return to Admin Template button at the top right.
In order for a new department template to be saved, when duplicating a template, you need to make a change within manage templates for the system to register it as a new unique department template.

How to Create a Template

How to Add a Template.gif

Step 1: Navigate to Templates by clicking the Setup button from the Admin Menu and choose Templates from the sub-menu. You will be routed to the Templates administration page.

Step 2: From the Templates administration page, select an existing Template to edit or choose the Template button from the right-hand side Action Menu to create a new Template. This will take you to the Add Template form.

Step 3: The first page will prompt you to select a Department. The Department and its Sub Departments selected will determine who can see this Template in the Learner Interface.

Note: You cannot edit which Department is associated with the Template once you have selected Add from this page.

Step 4: Select Add to save your Department selection. This will take you to the Template Management page, where you can begin customizing your Learner Interface.

Important Note: The Department Template you are creating will not be officially added to the list of templates until a change is made on the "Manage Template" page.

Dashboard Tabs

There are 2 types of Dashboards, Public and Private. Both have the same Container options within Content and the same Advanced settings, as we will walkthrough below. The difference is, Public is available to individuals that have not yet logged into the LMS but have your URL. The Public dashboard will replace the Login page. The Private Dashboard will only be visible to Learners, once they log into the LMS.

Things to know

Here are a few things that may be helpful to know regarding Public and Private Dashboards.

The Learner's Department will not be identified until they log in, which means the Public Dashboard will need to be generic and enabled on the default Template. If there are more than one Templates within the LMS and you would like a Public Dashboard associated to a specific Template, the URL (Route) will need to be used by the Learner. Since both the URL (Route) and Templates are associated to a specific Department within your LMS, when a Learner uses a specific URL (Route) they will be routed to the appropriate Public Dashboard.
- Note: If you need a new URL (Route) assigned to a specific Department, you will want to contact the Absorb Support Desk.
Some of the Tile options are not available in the Public Dashboard, due to the need to be logged into the LMS.
The toggle for Inherited Settings of Parent Department will only appear if there is a Parent Template. If a Parent Template exists, your new Template will automatically inherit the settings from the Parent on each specific section.
- Toggle Enabled - inherits all settings of the Parent and prevents System Admins from making any changes.
- Toggle Disabled - allows System Admins to make changes to the default settings.
On the Public Dashboard, there is an option to Enable Public Dashboard. Enabling this option will allow System Admins to create a Dashboard for users who have not yet been authenticated by the LMS. This is a great tool for clients who sell training but can be utilized by all types of clients. With this toggle disabled, users will only be presented with a login page.

Content

Content

In this section, you will have the ability to choose what Containers or types of data you want to display on your Learner Dashboard.

All containers will have the option to add a Label, Show Label, and Customize Maximum Container Width. These options allow the System Admin to provide a title and customize the size of the specific dashboard container. If the Show Label option is selected, the Learner will see the title above the container.

Tile

Each tile will have the option to Customize Tile Theme. Toggling this option to On, allows System Admins to further customize the Tile. Here they can customize the colors, Icon Image, Background Image, and layout.

Tile	Description	Public, Private or Both
Admin	This tile will navigate the Learner to the Admin Experience. Learners that have the Is Admin option toggled on within their User account, will see this tile and can select it to navigate to the Admin interface.	Private
My Courses	This tile will navigate Learners to the Courses the Learner is enrolled into within the LMS. Title: This field can be used to create a customized title, in place of My Courses, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Category: This drop-down menu allows System Admins to select the category of Courses they want the user to be routed to. Instead of sending the User to all courses, it would send them to a specific category of courses.	Private
Hyperlink	This tile will navigate Learners to a Website the System Admin provided. The URL could be one within the LMS or an external Website. Title: This field can be used to create a customized title, in place of Hyperlink, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Link: The URL entered into this field will be the one Learners are forwarded to. If it is an external link you will need to make sure the URL includes https:// at the start. Target: There are four options from this drop-down menu which determines how the Learner is forwarded to the URL entered in the Link field: _blank will open the page in a new browser window, leaving the page with the referring link open behind it _self loads the page within the same browser window _parent loads the page within the immediate parent of a frame where nested frames are used in a page _top causes the page to load in the full body of the page, breaking out of a frameset where applicable.	Both
Profile	This tile will navigate the Learner to their Profile page within the LMS.	Private
Transcript	This tile will navigate the Learner to their Transcript history within the LMS. Here is where the Learner can see a list of their most current Course enrollments, the Status of each enrollment, print Certificates of Completion, and see any Credits earned.	Private
Calendar	This tile will navigate the Learner to their Calendar, where they will see Instructor-Led Courses they are enrolled into in a calendar view.	Private
Enrollment Key	This tile will navigate the Learner to a popup modal that prompts them to enter in an Enrollment Key. The Enrollment Key can be used to enroll users into Courses and on the Public Dashboard, provide them a method to register into the LMS. Title: This field can be used to create a customized title, in place of the Enrollment Key, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Key Name: The text entered here should match the Key Name of an existing Enrollment Key. Once the Learner clicks on this tile a popup modal will display and the Learner will be prompted to enter in an Enrollment Key.	Both
Log Off	This tile will log the Learner out of the LMS.	Private
Resources	This tile will navigate the Learner to a catalog of Resources if the Admins have created in Global Resources. Title: This field can be used to create a customized title, in place of Resources, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Category: This drop-down menu allows System Admins to select the category of which course content is to be pulled from.	Private
External Training	This tile will navigate the Learner to a popup modal, where the Learner can enter in the details of training they completed outside the LMS. Note: An External Training Template must be created in Portal Settings > Manage External Training Templates. Title: This field can be used to create a customized title, in place of External Training, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Template: This drop-down menu allows System Admins to select the External Training Template created in Portal Settings > Manage External Training Templates.	Private
Catalog	This tile on the Private Dashboard will navigate the Learner to the Catalog of Courses they are enrolled in and new Courses they have not enrolled into yet. The tile on the Public Dashboard will navigate the Learner to a Catalog of Courses they can purchase, where the Learner can search what training you have to offer before logging into the LMS or registering themselves in the LMS. Title: This field can be used to create a customized title, in place of the Catalog, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Category: This drop-down menu allows System Admins to select the category of Courses they want the user to be routed to. Instead of sending the User to all courses, it would send them to a specific category of courses.	Both
FAQs	This tile will navigate the Learner to a list of Frequently Asks Questions populated by your Admin team. Note: FAQs will need to be created by an Administrator in the Setup > FAQ section of the Admin interface. Title: This field can be used to create a customized title, in place of FAQs, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Number of Items: The System Admin can select a number from 1 to 5. This number will determine how many questions display on the tile below the Title and Description. Note: The tile must be medium to large in size, in order for the question(s) to display.	Both
Messages	This tile will navigate the Learner to the Messages page. Here they will see all messages sent from the LMS (enrollment, completion, due date, approval, etc...). Title: This field can be used to create a customized title, in place of Messages, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Number of Items: The System Admin can select a number from 1 to 5. This number will determine how many messages display on the tile below the Title and Description. Note: The tile must be medium to large in size, in order for the Message(s) to display.	Private
Resume	This tile will forward the Learner to the last course they were working on.	Private
Facebook	This tile will navigate the Learner to a public Facebook page. Widget HTML: This field is where you will enter in the code required for your Facebook widget to appear on the Dashboard. You can copy and paste the code below after updating the red text to your own Facebook account details. <iframe src="https://www.facebook.com/plugins/page.php?href=https%3A%2F%2Fwww.facebook.com%2Fabsorblms&tabs=timeline&width= 500&height=500&small_header=true&adapt_container_width=true&hide_cover= false&show_facepile=true&appId" width="500" height="500" style= "border:none;overflow:hidden" scrolling="yes"frameborder="0"allowTransparency="true"></iframe> Hyperlink: You will want to use the full URL to link to your Facebook page, for instance https://facebook.com/absorblms. Note: When building Facebook tiles the minimum size is 180px and the maximum is 500px.	Both
Polls & Surveys	This tile will forward the Learner to Polls & Surveys page. Note: Polls & Surveys are only available to clients that have purchased the Engage product.	Private
Leaderboards	This tile will navigate the Learner to Leaderboards page. Note: Leaderboards are only available to clients that have purchased the Engage product. Target: The drop-down-list allows you to select from your list of Leaderboards, designed in Engage > Leaderboards.	Private
Twitter	This tile will navigate the Learner to a public Twitter page. Widget HTML: This field is where you will enter in the code required for your Twitter widget to appear on the Dashboard. Simply enter your organization's account name/handle without the "@" symbol.	Both
Latest News	This tile will navigate the Learner to the Latest News page. Note: Latest News is only available to clients that have purchased the Engage product. Title: This field can be used to create a customized title, in place of the Latest News, that will display on the tile to the Learner. Name Term: This field can be used to create a customized description of the tile, which will display below the Title. Number of Items: The System Admin can select a number from 1 to 5. This number will determine how many news items are displayed on the tile below the Title and Description.	Both
Collaborations Activity	This tile will navigate the Learner to the Collaborations Activity page if there have been any posts or responses associated with the Collaboration. Note: Collaborations are only available to clients that have purchased the Engage product.	Private

Welcome

The Welcome container allows you to customize a welcome message to your Learners. Here you can have images and a link to another website. The standard message will display as Welcome, Learner's First and Last Name, We are happy you stopped by. This message can be changed in Setup > Translations.

Note: If you have purchased Engage you may want to consider choosing Billboards so that you can display more than one image and/or videos in a revolving banner.

Field	Description
Link	The URL entered into this field will be accessed from the Background Image. If it is an external link you will need to make sure the URL begins with https://.
Target	There are four options from this drop-down menu that determines how the Learner is forwarded to the URL entered in the Link field: _blank will open the page in a new browser window, leaving the page with the referring link open behind it _self loads the page within the same browser window _parent loads the page within the immediate parent of a frame where nested frames are used in a page _top causes the page to load in the full body of the page, breaking out of a frameset where applicable.
Background Image Displayed	The image uploaded here will display behind the Welcome Message and the full width of the page. The image is responsive and will adjust to the Learner's browser size. If a Background image is not loaded, the given blue diamond image will display. Note: Suggested size 1920 x 360 px and 300 KB max size.
Foreground Image Displayed	The image uploaded here will display behind the Welcome Message and in front of the Background image. This image will be smaller in width. For instance, if you have a logo or an image that displays a message you could possibly add as the foreground image and then add the background image to display your colors or theme. Note: Suggested size 768 x 360 px and 300 KB max size.

Ribbon

The Ribbon container is a way to display Courses assigned to the Label selected in the Label dropdown. Each Course will display an uploaded or default Icon, Course Name, Course Type, Rating (if applicable), Due Date (if applicable), Mandatory flag (if applicable), and the next action to complete the Course (Status). The Ribbon will provide the Learner the ability to scroll through each course or the option to be taken to the specific page that displays the full list.

Label Name	Label Description	Public, Private or Both
Featured Courses	Displays all of the courses that an Admin or System has enabled Featured Course in the Course Settings and that the Learner is eligible to see, based on the Enrollment Rules.	Both
Catalog	Displays courses that the Learner is eligible to enroll in, based on the Enrollment Rules provided in the Course Settings. This ribbon will display Courses the Learner is already enrolled in, Courses they can enroll into and Courses they have Completed (unless otherwise configured in the Courses tab).	Both
LinkedIn Learning	Displays the courses associated with the Partner Content with LinkedIn. Note: Clients must have an agreement with LinkedIn, have selected which courses they would like to use, and Published them, in order to have courses available in this ribbon.	Both
Trending Courses	Displays the trending list of Courses, that are applicable for the Learner, based on availability and enrollment rules. These courses will be sorted based on what has had the most activity recently (e.g. self-enrollments or completions) by Learners in the LMS.	Both
My Courses	Displays the Course(s) the Learner is enrolled into. Completed or not Completed Courses will display in this ribbon unless otherwise configured on the Courses tab.	Private
Resume Courses	Displays the last course or set of courses the Learner worked on.	Private
My Pinned Courses	Displays the Course(s) where the Learner has selected the Pin icon in the top right-hand side of the Course tile, to save and reference in the future.	Private
Mandatory Courses	Displays all of the courses that an Admin or System has enabled Mandatory Course in the Course Settings and that the Learner is eligible to see, based on the Enrollment Rules.	Private

Billboard

Billboard will be available if you have purchased the Engaged product within Absorb. The Billboard provides the System Admin the ability to display 1 or more images and/or Videos on the Private and Public Dashboard. If there is more than 1 image and/or video, the graphics will rotate automatically or provide a way for the Learner to manually transition to the next graphic. Making a more engaging and interactive experience for your learners.

Note: Billboards can be configured in the Admin interface by going to Engage > Billboards prior to selecting this option on the Dashboard. Please see the Absorb Engage: Billboards article for more about this option.

Advanced

Advanced

The Advanced menu primarily allows you to add and modify the background image of the Dashboard. The Background image will display on the Dashboard, behind all the Containers selected. In this section you can add the Background Image, adjust the size, determine if you would like the image Full Screen or on Repeat, adjust the alignment and adjust the Opacity.

Note: By default, this menu will have the settings inherited from your parent template. If you're editing the parent template, then this won't appear.

Note: Don't forget to select Save to apply your changes.

Courses Tab

The Course Tab allows System Admins the ability to customize the Course Details page, the Catalog Page, and the My Courses page within their LMS.

Course Details

Course Details

In the Course Details section, the System Admin can configure how the Course Details page looks and what is available on the page. The Course Details page is available to Learners to review what the course is about so that they can decide if they would like to enroll in the Course or not.

Setting Name	Description
Banner Image	This image will display at the top of the Course Details page, behind the page name. If an image is not loaded, the default blue or grey diamond image will display to the learner. Note: Suggested size 1920 x 360 px and 300 KB max size.
Course Details Layout	This section determines what details of the course settings will display to the Learners. When Enable Pre-enrollment is Enabled, Learners will be able to see the content that is selected in the Select the content visible to learners NOT enrolled in the course section. Competencies and Badges Syllabus Resources Recommended Courses ILC Location URL When the Enable Pre-enrollment is Disabled, Learners will NOT be able to see any details of the Course.
Instructor-Led Course Settings Layout	Here System Admins can determine the default view of Sessions within an Instructor-Led Course on the Details page. The Sessions can display in a Detail list view or a Calendar view. The Learner can manually adjust to their preference once they are on this page.

Setting Name

Description

Banner Image

This image will display at the top of the Course Details page, behind the page name. If an image is not loaded, the default blue or grey diamond image will display to the learner.

Note: Suggested size 1920 x 360 px and 300 KB max size.

Course Details Layout

This section determines what details of the course settings will display to the Learners.

When Enable Pre-enrollment is Enabled, Learners will be able to see the content that is selected in the Select the content visible to learners NOT enrolled in the course section.

Competencies and Badges
Syllabus
Resources
Recommended Courses
ILC Location URL

When the Enable Pre-enrollment is Disabled, Learners will NOT be able to see any details of the Course.

Instructor-Led Course Settings Layout

Here System Admins can determine the default view of Sessions within an Instructor-Led Course on the Details page. The Sessions can display in a Detail list view or a Calendar view. The Learner can manually adjust to their preference once they are on this page.

Catalog

Catalog

In the Catalog section, System Admins can determine the look and feel of the Catalog page for the Learner. Here is where learners will find all Courses they are eligible to enroll in or purchase.

Setting Name	Description
Always Hide Categories	By default, Courses will be organized by the Category assigned to the Course within the Catalog Visibility section of Course Settings. Always Hide Categories Off - Courses will be organized into Categories, if one was assigned to the Course within the Catalog Visibility section of Course Settings. Always Hide Categories On - The Courses will display independently on the page and not be organized by a Category.
Always Hide Enrolled Courses	By default Learners will see all Courses they have enrolled in, Courses they can enroll into, and Courses they have Completed within the Catalog. Always Hide Enrolled Courses Off - All Courses the Learner has enrolled into, Courses they can enroll into and Courses they have Completed will display in the Catalog. Always Hide Enrolled Courses On - The Learner will only see Courses they are eligible to enroll in and not Courses they are actively enrolled into.
Default View	Here the System Admin can set the Default View of the Catalog page. The view will default with the Card view unless it is otherwise specified here. The System Admin can set the Learner's default view to a Card View, Calendar View, Detail View, or a List View. The Learner will have the option to change their view manually from the top right-hand side of the Catalog page.
Default Sort Order	This setting allows the System Admin to set the Default Sort Order of the Courses within the Catalog.

My Courses

My Courses

In the My Courses section, System Admins can determine the look and feel of the My Courses page for the Learner. Here is where learners will find all Courses they are enrolled in.

Setting Name

Description

Always Hide Categories

By default, Courses will be organized by the Category assigned to the Course within the Catalog Visibility section of Course Settings.

Always Hide Categories Off - Courses will be organized into Categories, if one was assigned to the Course within the Catalog Visibility section of Course Settings.

Always Hide Categories On - The Courses will display independently on the page and not be organized by a Category.

Default View

Here the System Admin can set the Default View of the My Courses page. The view will default with the Card view unless it is otherwise specified here. The System Admin can set the Learner's default view to a Card View, Calendar View, Detail View, or a List View. The Learner will have the option to change their view manually from the top right-hand side of the My Courses page.

Default Sort Order

This setting allows the System Admin to set the Default Sort Order of the Courses on the My Courses page.

My Courses and Catalog

My Courses and Catalog

In this section, System Admins can determine the look and feel of both the Catalog page and the My Courses page for the Learner. The changes made here will affect both pages.

Setting Name	Description
Banner Image	This image will display at the top of the Catalog and the My Courses page, behind the page name. If an image is not loaded, the default blue or grey diamond image will display to the learner. Note: Suggested size 1920 x 360 px and 300 KB max size.
Hide Courses outside Curricula	Here the System Admin can choose to display the Courses assigned to a Curriculum independently on the My Courses page and the Catalog page, as well as within the Curriculum itself or only display them within the Curriculum. Note: This is any Course assigned curricula in the LMS, not just the Courses the Learner is enrolled into. Hide Courses outside Curricula Off - Courses assigned to a Curriculum will display independently on the My Courses page and the Catalog page, as well as within the Curriculum. Hide Courses outside Curricula On - Courses assigned to a Curriculum will only display within the Curriculum.
Hide Completed Courses	This setting allows the System Admin to hide all Courses that have been marked with a status of Complete from the My Courses and Catalog pages. Hide Completed Courses Off - All courses the Learner is eligible to enroll in, regardless of status, will display on the My Courses and Catalog page. Hide Completed Courses On - Courses the Learner has received a Complete status for will not be visible on the My Courses or Catalog page. The Learner will need to search for these courses or view them on their Transcripts.
Expand Refine Search by Default	The Catalog and My Courses page provide a way to search and find courses easier by adding filters. The Learner can choose to show categories and search by Course Type, Course Name, Tags, Venues, or Vendors. This section can be collapsed or expanded. Expand Refine Search by Default Off - The Refine Search will display as an icon on the left side of the Catalog and My Courses pages. Expand Refine Search by Default On - The Refine Search icon and filter options will be visible on the left side of the Catalog and My Courses pages.

Note: Don't forget to select Save to apply your changes.

Login Tab

The Login tab provides the System Admin the ability to customize the LMS Login Page. Providing the option to add your own branding for your LMS.

Login Page

Login Page

The Login Page section primarily allows you to add and modify the background image of the Login Page. The Background image will display on the Login Page, to the left of the Sign In options, and below the Banner. In this section you can add the Background Image, adjust the size, determine if you would like the image Full Screen or on Repeat, adjust the alignment and adjust the Opacity.

Note: Suggested size 1920 x 860 px and 1 MB max size.

Advanced

Advanced

Here is where the System Admin can determine if Learners are allowed to create their own account in the LMS. The LMS will default with the Sign Up button visible on the Login page and the Public Dashboard. If you do not want Learners creating their own accounts in the LMS, then you will want to toggle the Hide Sign Up button from Login Page to On.

If you leave Hide Sign Up button from Login Page toggled to Off, you can determine if you would like the Learner to be required to enter in an Enrollment Key or if you would like default the same Enrollment Key for all users. The Enrollment Key identifies what Department the User will be assigned to, once they have been added to the LMS. Since a Department is required to add a new User, the Enrollment Key will be required during the Sign Up process.

Note: Don't forget to select Save to apply your changes.

Settings Tab

In this tab, System Admins will have more options to configure the look and feel of the LMS, as well as the navigation.

Logo

In this section, System Admins can add their Logo to be displayed within the top banner of the LMS. The Logo can be formatted for the Website (Suggested size 200 x 54 px and 300 KB max size) and/or for the Mobile App (Suggested size 1240 x 624 px and 600 KB max size).

A Favicon can be uploaded as well, in order to brand your browser. The Favicon must be 16 x 16 px and 300 KB max size.

Logo Example.png

Menus

Menus

In this section, System Admins can configure the menu within the Learner Experience or on the external pages. The Private Menu will only display when the Learner is logged in and the Public Menu will display to Learners not logged into the LMS. The Menu can be accessed by the icon from the top right-hand corner of the page.

Each Menu Icon can be customized, by selecting the edit option next to the drop-down selection. The suggested size of the icon is 24 x 24 px and 50 KB max size and the LMS supports SVG and PNG (Note: only SVGs inherit the menu icon color).

Page Name	Description	Public, Private or Both
Admin	This menu option will navigate the Learner to the Admin Experience. Learners that have the Is Admin option toggled on within their User account, will see this menu option and can select it to navigate to the Admin interface.	Private
Calendar	This menu option will navigate the Learner to their Calendar, where they will see Instructor-Led Courses they are enrolled into in a calendar view.	Private
Catalog	This menu option on the Private Dashboard will navigate the Learner to the Catalog of Courses they are enrolled in and new Courses they have not enrolled into yet. This menu option on the Public Dashboard will navigate the Learner to a Catalog of Courses they can purchase, where the Learner can search what training you have to offer before logging into the LMS or registering themselves in the LMS. Note: Courses must be set up for Public Purchase in order for you to have the ability to select Catalog in the Public Menu.	Both
Choose your Language	This menu option will display a list of Languages the Learner can pick from that will translate the LMS language. Note: The Admin can adjust what Languages are offered in Portal Settings > Defaults.	Both
Collaborations	This menu option will navigate the Learner to the Collaborations Activity page if there have been any posts or responses associated with the Collaboration.	Private
Courses	This menu option will navigate Learners to the Courses the Learner is enrolled into within the LMS.	Private
Custom	This menu option allows the System Admin to add a Custom Menu selection. This option can link Learners to a URL within the LMS or to an external URL (remember to add the Https://).	Both
Dashboard	This menu option will navigate Learners to the Learner Dashboard.	Both
Enrollment Key	This menu option will navigate the Learner to a popup modal that prompts them to enter in an Enrollment Key. The Enrollment Key can be used to enroll users into Courses and on the Public Dashboard, provide them a method to register into the LMS.	Both
External Training	This menu option will navigate the Learner to a popup modal, where the Learner can enter in the details of training they completed outside the LMS. Note: An External Training Template must be created in Portal Settings > Manage External Training Templates.	Private
Frequently Asked Questions	This menu option will navigate the Learner to a list of Frequently Asks Questions populated by your Admin team. Note: FAQs will need to be created by an Administrator in the Setup > FAQ section of the Admin interface.	Both
Leaderboards	This menu option will navigate the Learner to Leaderboards page. Note: Leaderboards are only available to clients that have purchased the Engage product.	Private
Logout	This menu option will log the Learner out of the LMS.	Private
Messages	This menu option will navigate the Learner to the Messages page. Here they will see all messages sent from the LMS (enrollment, completion, due date, approval, etc...).	Private
News	This menu option will navigate the Learner to the Latest News page. Note: Latest News is only available to clients that have purchased the Engage product.	Private
Polls & Surveys	This menu option will forward the Learner to Polls & Surveys page. Note: Polls & Surveys are only available to clients that have purchased the Engage product.	Private
Your Information	This menu option will navigate the Learner to their Profile page within the LMS.	Private
Resources	This menu option will navigate the Learner to a catalog of Resources if the Admins have created in Global Resources.	Private
Transcripts	This menu option will navigate the Learner to their Transcript history within the LMS. Here is where the Learner can see a list of their most current Course enrollments, the Status of each enrollment, print Certificates of Completion, and see any Credits earned.	Private

Privacy Policy

Privacy Policy

In this section, System Admins can choose to enter in a Privacy Policy statement that will display at the bottom right-hand corner of the LMS. Leaners logged in or not will see the Privacy Policy message entered here. This field is a rich-text editor where you can include hyperlinks, images, and format elements like tables and lists.

Note - Images must be loaded to an external resource since you will be required to enter in an https:// URL. Google Drive, SharePoint, DropBox, Amazon Drive, or iCloud are great tools to share documents or images via a URL.

If these tools are not available, you may also create a Global Resource that includes your image. The Global Resource will create a File path that you can add to your URL and this will be the URL you will use to add your image. For example, https://yourlmsname.myabsorb.com/files/path/Resources/Course Eval.png.
- You will want to make your Image Public and set Availability so that no one can see the Global Resource in the Learner Experience.

If Display in Different Languages is toggled to On, your Privacy Policy statement will be translated to the Leaner's Language preference. If none is selected, the message will default to how it is written.

Terms & Conditions

Terms & Conditions

In this section, System Admins can choose to enter in Terms & Conditions that the Learner must Accept or Deny upon the first Login. This field is a rich-text editor where you can include hyperlinks, images, and format elements like tables and lists.

If these tools are not available, you may also create a Global Resource that includes your image. The Global Resource will create a File path that you can add to your URL and this will be the URL you will use to add your image. For example, https://yourlmsname.myabsorb.com/files/path/Resources/Course Eval.png.
- You will want to make your Image Public and set Availability so that no one can see the Global Resource in the Learner Experience.

If Display in Different Languages is toggled to On, your Terms & Conditions statement will be translated to the Leaner's Language preference. If none is selected, the message will default to how it is written.

Footer

Footer

In this section, System Admins can choose to enter in a Footer statement that will display at the bottom left-hand corner, center, and/or right-hand corner of the LMS. Leaners logged in or not will see the Footer message entered here. This field is a rich-text editor where you can include hyperlinks, images, and format elements like tables and lists.

If these tools are not available, you may also create a Global Resource that includes your image. The Global Resource will create a File path that you can add to your URL and this will be the URL you will use to add your image. For example, https://yourlmsname.myabsorb.com/files/path/Resources/Course Eval.png.
- You will want to make your Image Public and set Availability so that no one can see the Global Resource in the Learner Experience.

Profile

Profile

In this section, System Admins can configure the Profile section of the Learner Interface. This is where the Profile permissions can be edited and the Electronic Signature settings can be changed.

Permissions

In Permissions, the System Admin can select to Allow Password Change, where the Learner can reset their own password through the Profile or unselect it so that only an Admin can change the Password in User Management or an Admin can prompt a Password Reset email.

Here the System Admin can also select Allow Profile Edit, in order to allow Learners to edit their own data from the Profile page. System Admins can determine which fields can be modified, displayed, or not editable in Portal Settings > User Profile. Please see Portal Settings to learn more about these options.

Electronic Signatures

In Electronic Signatures, the System Admin can toggle the Require PIN Creation For Electronic Signatures to On, so that Learners would be required to enter in their Username and a 4 digit Pin they entered upon login to confirm their eSignatures attached to Courses. If this option is toggled to Off, the Learner will be required to enter in their Username and Password to confirm eSignatures in Courses.

Note: Don't forget to select Save to apply your changes.

Theme Tab

In this section, System Admins can determine the look and feel of your LMS. This is where the different colors can be applied throughout the LMS.

Note: Some of these settings may be applied to different locations within the Learn Mobile App. Please see the Absorb Learn Mobile article for specific branding details.

Colors

Colors

Each color selector tile will display the Light and Dark shade of the color entered into the Hex, RGB, or HSL field(s). Both shades of color will be used when appropriate.

Section	Color Selector	Description
Branding	Base	The colors selected here will be used for headers, footers, and interactive elements.
Branding	Highlight	The colors selected here will be used to call out attention to important notifications and buttons. For instance, the unread message count, the Back arrow, Print Transcripts button, etc...
Status	Primary	The colors selected here will be used for indicating primary interactive functionality throughout the interface. For instance, the Progress Bar on Courses, Enroll or Purchase buttons, Next Activity button within a Course, Edit Profile button, etc...
	Default	The colors selected here will be used for neutral states, options, and tool buttons. Any buttons the Learner has not performed any actions towards will remain in a neutral state.
	Feedback	The colors selected here will be used for course rating stars and pinning favorites.
	Success	The colors selected here will be used for indicating completed, positive, or successful actions and statuses to users. This color indicates the user's progression. This will also be the color of the Copied to Clipboard message.
	Failure	The colors selected here will be used for indicating failed or negative statuses and actions, as well as error messages. This color represents content and functionality which requires the user's attention urgently.
	Warning	The colors selected here will be used for indicating mandatory or expiring content and important messages. This color represents content or functionality that the user should be made aware of.
	Danger	The colors selected here will be used for functionality that cancels, closes, or deletes the user's progress or information.
Dashboard	Dashboard Background	The colors selected here will be used for the background color around the Public and Private Dashboard tile containers.
	Dashboard Container Title	The colors selected here will be used for the Text Color of the headings or titles of the tile containers.
	Dashboard Tile Icon	The colors selected here will be used for the default tile icon color. This color can be changed or the icon can be uploaded in the customization options on the tile.
	Dashboard Tile Text	The colors selected here will be used for the text within the tiles.
	Tile Background	The colors selected here will be used for the background color of the tile. This color can be changed in the customization options on the tile.
Type	Banner & Button Text	The colors selected here will be used for the text that appears within any of the Status section colors. For instance, the Sign Up button on the Login page, the Shopping Cart text, text used in the Welcome Container of the Learner Dashboard, Text is written on the action button on a course (Enroll, Start, View, etc...), the Title of the page within the Learner Interface, etc...
	Title & Body Text	The colors selected here will be used for the text commonly used in most areas such as course titles and descriptions.
	Hyperlinks	The colors selected here will be used for the text used for clickable text links.
Icons	Header Icons	The colors selected here will be used for the main navigation, items in the top header, and icons that appear on top of the base color.
	View Selection Icons	The colors selected here will be used for text labels on search panels and view selector icons.
	Menu Icons	The colors selected here will be used for the main navigation menu, filter options, profile, and my activity feed.
	Button Icons	The colors selected here will be used for icons that are displayed on top of buttons.
Accessibility	Keyboard Focus Visible	The colors selected here will be used to highlight on buttons and tabbed content.

Fonts

Fonts

In this section, System Admins can enter a preferred font for both the Header Font Name and Body Font Name. Header Font Name controls all page and content headings, such as course description headings and transcript headings. While the Body Font Name applies to all body text such as course descriptions, dashboard tile descriptions, news articles and transcript table values. Only Google fonts are supported in these fields.

Note: Don't forget to select Save to apply your changes.

Observation Checklist Branding

Observation Checklist Branding

The Images, Colors and Fonts in the Reviewer Experience are driven by the same configuration options which are used for branding the Learner Experience. This is to ensure a smooth and consistent experience for Users as they navigate through various aspects of the LMS. The relevant fields have been outlined below. Any branding applied to the Learner Experience interface will also be applied to the Reviewer Experience interface.

To begin, navigate to Templates from the Setup option within the Admin Menu. Select your primary default Template and then select Edit. Once you are in your Template's configuration page, select the appropriate tab to begin adding or selecting your preferred branding.

Branding in Templates.gif

Branding Item	Description
Background Image	Navigate to Login > Background Image in your Template. The Background image will display on the Login Page of the Reviewer Experience (https://yourcompanyURL/reviewer/login) and again on the Confirmation Page, once the Review has been submitted.
Header Logo	Navigate to Settings > Logo in your Template. The Header Logo appears in the upper left hand corner of the Reviewer Experience (https://yourcompanyURL/reviewer/login) and will also display on the Confirmation Page, once the Review has been submitted.
Favicon	Navigate to Settings > Logo in your Template. The Favicon appears in browser tabs of the Reviewer Experience.
Base Color	Navigate to Theme > Branding > Base in your Template. The Base color will display in the header of the Reviewer Experience.
Primary Color	Navigate to Theme > Status > Primary in your Template. The Primary color is used for the following: Status Icons for the Lessons and Checklists Status and Arrow indicating the next action for that list item Buttons selected in the detailed step view Post button on the Observation Steps Continue to Dashboard button on the Review confirmation page Submit Review button
Default Color	Navigate to Theme > Status > Default in your Template. The Default Color is used for the neutral state for buttons within Steps as well as the neutral state of the Overall Pass and Fail buttons.
Success Color	Navigate to Theme > Status > Success in your Template. Once the Reviewer has selected the Pass button upon completion, the Success Color will display.
Failure Color	Navigate to Theme > Status > Failure in your Template. Once the Reviewer has selected the Failure button, the Failure Color will display. This color is also used to indicate validation errors.
Danger Color	Navigate to Theme > Status > Danger in your Template. The Danger Color is used for the Clear button when looking at the details of a step.
Banner & Button Text	Navigate to Theme > Text > Banner & Button Text in your Template. The Banner & Button Text color is used on buttons which have a background color behind the text.
Tile and Body Text	Navigate to Theme > Text > Tile & Body Text in your Template. The Tile & Body Text color is used for text which appears on a white background.
Header Icons	Navigate to Theme > Icons > Header Icons in your Template. The Header Icons are used for the text in the Header, the Main Menu Icon, and the Back Button text color.
Menu Icons	Navigate to Theme > Icons > Menu Icons in your Template. The Menu Icons are used for the Log Off Icon in the Main Menu.
Header Font Name	Navigate to Theme > Fonts > Header Font Name in your Template. The Header Font Name is used for the word Login on the Login page and the words Review Completed. This option will also change the font on words in the Page Heading, such as Checklists for example.
Body Font Name	Navigate to Theme > Fonts > Body Font Name in your Template. The Body Font Name is used for all text in the Reviewer interface which is NOT a heading or title. Note: The font used for the Comments Box and Observation entry is different and tied to the component used for these fields.