Dashboard

This article provides an overview of the widgets available to be added to the Dashboard

Dashboard - General Guidelines

Announcements

Available to Complete

Here's What's Happening Today

Assigned Programs

Upcoming Jurisdiction Deadlines

Upcoming Sessions

Learning Plan Deadlines

Assigned Activities

 

Dashboard - General Guidelines

The Dashboard menu is located on the left sidebar and is accessible to all professionals. The widgets available to you on the Dashboard are customized by organization, and not all listed below may apply to you. 

For administrators who wish to further customize the widgets displayed on the Dashboard, please visit our article on Dashboard Customization.

 

Announcements

This is a customizable widget. Organizations will have full access to populate this widget with any information they wish, using our rich text editor. Organizations can use this widget to custom create messaging to highlight upcoming events, deadlines to be mindful of or any additional announcement relevant to the firm.

Administrators have access to customize this widget further within the Organization administrative Settings menu. For more information on customizing this widget, please visit our article on Dashboard Customization and the section on Announcements. 

 

Available to Complete

This widget showcases launchable events that a professional has a session record status in.

 

Specifically this widget will return session records, where:

• the session record does not have a completion date

• the status is either Enrolled or Incomplete

• the session in question is deemed launchable; defined as:

  • session has launch type of SCORM/AICC, URL, MEDIA, or WEBCAST

  • current time greater than 1 hour before the session start datetime, and

  • current time is less than the session end datetime

  
  

   

 

Here's What's Happening Today

The intent of this widget is to highlight to the logged in professional: the event, due dates and deadlines taking place today.

 

Specifically it will highlight..

Active or exempt jurisdiction deadlines, where…

• the jurisdiction reporting period = today’s date

• the jurisdiction reporting period extended date = today’s date

 

Assigned programs, where…

• the due date assigned = today’s date

Session records, where…

• the status is enrolled, waitlisted or incomplete

• the session record delivery method is ‘live’ or:

  • Committee Board Meetings

  • Group Internet Based

  • Group Live

  • In Firm

  • Nano

  • Non-Approved Group Live

  • Non-Verifiable

  • Peer Review

  • Trade Conference

• the session is considered ‘active today’

  • Session start datetime is on or before today at 11:59pm in the user's current TZ

  • Session end datetime is in the future (i.e. greater than now) OR session end datetime is null

  
  

  Sessions, where…

  • the session is considered ‘active today'

    • Session start datetime is on or before today at 11:59pm in the user's current TZ

    • Session end datetime is in the future (i.e. greater than now) OR session end datetime is null

  • the event is not an external program

  • the session record has not already been included in the session record check identified above (ensuring no duplicates)

    

     

 

 

Assigned Programs

The purpose of this widget is to highlight the programs which have been assigned to a user.

The programs displayed, will be based on the following criteria:

• the program has been assigned to the user either individually or via a group

Program assignments will be excluded, when the assignment:

• has a waived status

• does not have a due date and the assignment has been marked complete

• has a due date in the past and the assignment has been marked complete

In cases when a user:

• is assigned a program more than once via multiple group assignments, we will display the group assignment with the closest due date

• is assigned a program more than once via a user assignment and a group assignment, we will always show the user assignment

 

 

Upcoming Jurisdiction Deadlines

The purpose of this widget is to highlight to a user the next upcoming deadlines for their jurisdictions, and based on those deadlines whether they are complete for their requirements, or whether they are incomplete and have work to do.

Jurisdictions in this widget are ordered by the following criteria:

• in compliance status (out of compliance first)

• end date or extension (earlier first)

• requirement deficit (greater deficit first)

• alphabetically

 

Jurisdictions are highlighted in this widget, based on whether the:

• reporting period status of that upcoming period deadline, is Active or Exempt

• extended date of that deadline is on or after today

 

All period deadlines will be grouped by jurisdiction; and a jurisdiction will only appear once

• for each jurisdiction deadline, we will show:

  • the reporting period with the closest due date if the reporting period and all sub-periods are in compliance; OR

  • the sub-period with the closest due date

 

We also:

• exclude annual periods that are inactive

• if 2 sub-periods have the same due date, we display the sub-period whose reporting period has the closest due date

 

 

Upcoming Sessions

The intent of this widget is to highlight the sessions a user is enrolled in, which are taking place in the future.

Session records will appear within this widget, when:

• the session start datetime is on or after today's date (start datetime must be populated on the session for it to display)

• the session record status is Enrolled, Waitlisted, or Incomplete

• the session record has a delivery method considered ‘live’

  • Committee Board Meetings

  • Group Internet Based

  • Group Live

  • In Firm

  • Nano

  • Non-Approved Group Live

  • Non-Verifiable

  • Peer Review

  • Trade Conference

 

 

Learning Plan Deadlines

This widget highlights a user’s learning plan deadlines.

Specifically the widget will showcase upcoming due dates based on the following:

• Learning Plans that do not have due dates, or where due dates are in the past, will not be visible on this widget. 
• The logic to determine which learning requirement to show based on due date is as follows. When we evaluate whether to show the learning plan, we will look for:

  • is the learning plan incomplete with a due date in the last 30 days? If so, we will show this requirement with an incomplete badge highlighting past due.

  • in cases where a user is complete, and only has upcoming requirements, we will continue to show the user their next requirement:

• • • the next Milestone Due Date, if this doesn't exist or is in the past then...

• • • the Learning Plan Assignment Due Date, whether that be a fixed or relative due date, if this doesn't exist then...
    • the next Learning Plan Due Date

The widget is formatted to highlight the following:

• the Learning Plan Name will always be displayed; it will be the first line visible
• If displaying a Milestone Due Date, we will show the Milestone name beneath the Learning Plan name. The due date displayed will correspond to the Milestone due date.
• If displaying a Learning Plan Due Date (regardless of whether the Learning Plan was assigned or not), we will display "Overall" beneath the Learning Plan Name
• Each due date will be labeled for clarity: Assignment, Learning Plan, or Milestone

Assigned Activities

This widget highlights activities assigned to a professional.

The logic for this dashboard widget is as follows:

• incomplete activities will appear on this widget until they are complete
• incomplete activities will showcase their due date, if applicable, alongside an incomplete badge
• complete activities will remain on the widget until their due date has passed
• complete activities will show a complete badge