Implementing a Dashboard Set
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Implementing a Dashboard Set

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Article Summary

Although it's tempting to start creating a dashboard set in SmarterU, we recommend that you first develop a plan for what the dashboard set contains and how it's organized.  

Below is an overview of the steps you'll want to take to develop your dashboard set:

  1. Determine the dashboard set's users.
  2. Identify the content. 
  3. Organize the content. 
  4. Build the dashboard set in SmarterU.
  5. Test the dashboard set.
  6. Assign the dashboard set.

Determining the Dashboard Set's Users

Knowing who will be using the dashboard set helps you decide what it should contain and its scope of availability. For example, is it for all users in your account? Or, is it specifically for users in a certain home group?

For example, maybe you want to create a dashboard set for users in your Technical Sales group. In addition to giving these users access to their courses, you might also want to provide them with easy access to a knowledge base that contains your products' technical specifications. 

NEXT STEP: Identify the content

Identifying the Content

What kind of content do you want to include in the dashboard set? The content that you want to add to the dashboard set will help you identify the pages that you'll add to your dashboard set. For example:

If You ...Then You May Want To ...

Allow learners to self-enroll in courses

Include a course catalog

Allow learners to self-enroll in learning plans

Include a learning plan catalog

Use SmarterU's points and rewards feature 

Include a leaderboard 

Want learners to see their assigned actions and courses

Include a to do list

Want to include a variety of content on a page

Create a custom page

For more ideas on the kinds of pages that you can include in a dashboard set, refer to Dashboard Set Page Examples

NEXT STEP: Organize the content

Organizing the Content

Now that you know what kind of content you'll be adding to the dashboard set, it's time to think about how you might want to organize it. How you group your pages together will help you identify the dashboard set's categories and what category pages are added to. 

For example, if we have a number of course-related pages, we could group those pages together under a My Academy category.

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Or, maybe we'd prefer to group content together by topic. For example, we might want to have a Product Training category and a Management Training category. 

NEXT STEP: Build the dashboard set

Building the Dashboard Set

To build the dashboard set in SmarterU:

  1. Add the dashboard set.
  2. Add the categories.
  3. Add the pages.

NEXT STEP: Test the dashboard set

Testing the Dashboard Set

After you've created the dashboard set and its categories and pages, you'll want to test it before you assign it to any users. You can do this by creating a test group and user, then assigning a representative sample of courses and, if applicable, learning plans. 

When you test the dashboard set, you should confirm the following:

  • Content that you expected displays.
  • Content is organized as expected.
  • Unexpected content isn't displaying.
  • Widgets on custom pages display and align as expected.

Because any changes that you make to a dashboard set are immediately visible to users, you'll want to make most of your adjustments to the dashboard set before you assign it to users.

NEXT STEP: Assign the dashboard set

Assigning the Dashboard Set

To assign the dashboard set, set its scope of availability

If you need to make changes to the dashboard set after it's assigned, keep in mind that any changes that you make will be immediately visible to users. 

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