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Adding a Custom Learning Plan Widget

LearnCenter provides you with standard Widgets that you can then customize and rename. To add a custom Learning Plan Widget, do the following. On the Control Panel:

Click on the LearnCenter Design menu to expand it.
Click Widgets.
Click Add Widget.
Select Learning Plan from the Select Widget Type drop-down list.

Type a Name for the Widget.
Type a Description for the Widget.
Select a Status:

Active - to make this Widget available for use in LearnCenter. (Default)
Inactive- to hide this Widget from use in LearnCenter. Use this setting if you are not yet ready to make it available or if you no longer need it.

Click Plans.

Select any of the following for Show Plans in Selected Types:

Standard Learning Plan - displays standard Learning Plans.
Recurring Learning Plan - displays recuring Learning Plans.

Select any of the following check boxes for Show Plans in Selected Statuses:

Incomplete - displays all mapped Learning Plans with a status of Incomplete for the User, even if some mapped items have been completed.
Complete - displays mapped Learning Plans with a status of Complete for the User.
Exempt - displays mapped Learning Plans with a status of Exempt for the User.

Select one of the following for Display Plans for User:

All Learning Plans - displays all Learning Plans that are offered, not just the Learning Plans to which the User is mapped. If a Learning Plan allows a User to self-map, that option will be available.
Learning Plans Mapped to Current User - displays only the Learning Plans to which the User is mapped. New Learning Plans to which the User can potentially self-map will not be displayed.

Select one of the following for Show Plans in Selected Categories:

All Categories
Manually Select Categories. If you select this option, click Select Categories and choose the specific Categories you want to include in the Learning Plan Widget.

Select or clear the check boxes in the Display on the Learning Plan section to indicate items you want to display on or hide from Learning Plans Widgets. For example, if you do not want to display Job Profiles on the Widget, you can remove it from view by clearing the Job Profiles check box.
Click Filters.

Select any of the following for Quick Filters for the dashboard:

All
Assigned
Complete
Due Soon
Incomplete
Past Due
Pending - Self-mapped Learning Plans awaiting approval. This option is only available for use when All Learning Plans is selected on the Plans tab. If Learning Plans mapped to current User is selected on the Plans tab, the Pending check box is no longer selectable on the Filters tab. It is automatically cleared if it was previously selected, and you change the selection to Learning Plans mapped to current user on the Plans tab.

Select the quick filter you want to be the default selection for Users in the Default Selection drop-down list. If you do not choose anything, Incomplete will be the default selection.
Select any of the following for Filters for Learning Plans:

Keyword
Description
Name
Category
Completed Date
Due Date
Status
Type
Start Date
End Date
Enrollment Open Date

Select or clear the check boxes for Filters for Mapped Items.

Keyword
Description Name
Completed Date
Due Date
Status
Type
Start Date
End Date
Enrollment Open Date

Click Display.

Type the text you want to display for the Widget Header. This is the heading that displays at the top of the Widget. The default text is "Learning Plans".
Select one of the following for the Mini Dashboard:

Display - to display the mini dashboard.
Don't Display - to hide the mini dashboard.

Select the Only Display Mini Dashboard when page is opened check box to only display the Mini Dashboard when the Widget page opens. You may prefer to show only the mini dashboard if you have a lot of content on the page where the Widget resides. Selecting any dashboard metric expands the Widget to display the appropriate results. Selecting the metric again collapses the Widget and displays only the mini dashboard.
or
Clear the check box to display the entire Widget when the page opens. (Default)
Select Display for Plans, and then select all of the check boxes for the filters you want to display for Learning Plans. Selecting the Type attribute causes the Type field to display on the Widget for end Users, where they can filter for Standard or Recurring Learning Plans..

Select the Percent Complete check box to display the Percent Complete column (in the List View) or field (in the Card View) on the Widget. Clear the check box to hide it. You might decide to hide Percent Complete if you want to refine the List View page layout, or because Percent Complete only applies to certain item types.

(Optional) If you would like any of the filter labels to display differently in your output for Users, rest your pointer near the default label and select . A field displays and you can type something else for the label. If you want to return the label to the original default text, click Restore Label. Click the check icon to accept the change, or click the x icon to start over. You cannot change the label for Name and Description.

Select Display for Mapped Items, and then select all of the check boxes for the filters you want to display for the items mapped to Learning Plans.
(Optional) If you would like to rename any of the filter labels in your output for Users, rest your pointer near the default label and select . A field displays and you can type a new name for the label. If you want to return the label to the original default text, click Restore Label. Click the check icon to accept or the x icon to start over. You cannot change the label for Name and Description.
Select the Default Sort Order for Plans from the drop-down list.
Select the Default Sort Order for Mapped Items from the drop-down list.
Select one of the following for Default View for Plans:

Card - to indicate you want the default layout for the Widget to appear as the card view. (Default)
List - to indicate you want the default layout for the Widget to appear as the list view.

Select the appropriate check boxes for Display the following Enrollments and ILT Sessions to indicate what Enrollments and ILT sessions you want to display. Clear the appropriate check boxes to hide those types of Enrollments and ILT Sessions.

If none of the check boxes are selected, LearnCenter displays Past, Current, and Future Enrollments and ILT sessions, just as if all check boxes were selected. Selecting these check boxes applies to Enrollments and ILT Sessions within ILT Track and Event containers.If all the Enrollments/ILTSessions are filtered out, LearnCenter displays the Event and Track, but no Sessions or Enrollments are listed under the Track.

(Optional) If your LearnCenter is SSO-enabled and you are planning to embed this Widget on a non-LearnCenter web page, click Embed. See Widget Portability - BETA for complete details on using the Embed tab.
Indicate which Enrollments and ILT Sessionsyou want to show up in the search results by selecting (including) or clearing (excluding) Past, Current, or Future.
Click Save.

What Users See

Once you have created Learning Plan Widgets, you can add them to either Page Templates or Pages. They display to Users like the example below.

For Learning Plan Widgets, Users have the ability to access details for all Learning Event Types, Categories and Credits. They can also leave Ratings and Reviews if you have activated that feature.Clicking a Learning Plan name lists all the events for the plan. Click an event name to view the details of the event.

In full page mode, you have the option of viewing Widgets in list view or card view by clicking one of the two buttons at the top of the page. Card design is similar to the first example of the Widget above.

Selecting any dashboard metric,displays appropriate results. In the example below, the User selected Pending.

Selecting the metric again will collapse the list, displaying mini dashboard only.

To see all results, select a different quick filter.

Click the sorting icon to display a menu of sorting options.

Click the filters icon to display filter options.

Users with supporting browsers can also upload file attachments using drag-and-drop functionality. You can drag files from your computer to the Drag Document Here box next to My Attachments on the Widget pages that accept attachments.

Simply click the box itself to open a Browse window. From there, you navigate to and double-click the item you want to upload.

When the box changes to a shaded box, release the file and the upload begins. Alternatively, you can open a Browse window in a separate browser window, drag a file from that window, and drop it into the Upload box. (If you are using Google Chrome, you can click the box, and then drag and drop a file from that Browse window to the Upload box).

The ability to upload and download attachments while using a mobile device may be limited and is specific to the device and its operating system.

Users have the ability to access details of Enrollments, Courses, Classes, Assignments, Assessments, Training Offerings, and ILT Events, Tracks and Sessions. Clicking the Learning Plan name lists all the events for the plan. Click an event name to view the details of the event.

Users can add Notes to Assignments and Enrollments that are mapped to Learning Plans. They can type up to 4000 characters in the Note field. You cannot save an empty Note.

They can also edit notes, or change their statuses. Notes can have a status of Active or Inactive. Inactive notes are not visible to anyone other than their author. Use the Filter icon to alternate views between Active and Inactive Notes.

If they have more Notes than are visible on the page, a Load More link appears beneath the Notes. Click it to display more notes on the page.

Pop-up confirmation messages display directly on the page.

Alerts are color coded:

Green for successful updates messages.
Yellow for warning messages.
Red for error messages.

Users can self-map to Learning Plans from Widgets.

Click Add Plan to self-map to a Learning Plan.

Users can launch Courses and Assessments from Learning Plans on the Widget.

When a Course is available for viewing on a Widget, one fo two play icons are visible on the page. The LearnCenter Course Player launch icon looks like this:, and launches Courses inline (embedded on the same page you are viewing, instead of opening in a new browser window) with the Widget. A tool tip displays when you rest your pointer on (“mouse over”) the icon.

The LearnCenter Course Player launches for single SCO, SCORM 1.2 Courses. See LearnCenter Course Player for further details.

The Classic Course Player icon looks like this: , and launches the Course in a new browser window. A tool tip displays when you rest your pointer on the icon.

AICC, LearnCenter WYSIWYG Courses, or SCORM 2004 Classes launch using the Classic Course Player.

An optional icon () only displays if there is a valid option for a Learning Plan, such as when there is a Certificate available to view or print. This icon has also been removed from the multi-row Learning Plans displays, except where a Certificate exists and may be printed.

Dashboards

The Dashboard is the line of information at the top of the Widget. The number of all available Learning Plans that the current User could map to (whether they are currently mapped to the User or not) displays under Plans. In order for a Learning Plan to be considered as part of the total count for Plans, Users must be able to self-map to it. (This means you must select the Allow users to add themselves to this Learning Plan check box on the Options tab when setting up a Learning Plan.) The Incomplete Count includes only those Learning Plans that are mapped to the current User. Only Learning Plans that are mapped to the current User are considered for inclusion for Due Soon.

In the example below, there are two possible Learning Plans available for the current User, so Plans displays "2". However, one Learning Plan is already mapped to the current User. Therefore both Assigned and Incomplete display "1".

Percent Complete calculation is based on the number of required items plus the minimum number of optional items, as indicated by the Admin in the Minimum Optional Items field on the Options tab during Learning Plan Widget setup. If a Learning Plan has only optional items, and there is no minimum number of optional items set for the plan, no percentage will be displayed.