User Tour Customisation

Guide to customise user tours including a checklist for ease of use.

Dashboard Tour

When activated / visible the Dashboard Tour will be displayed when the learner first visits "My Dashboard" on the learning platform.

Customisation options of the Dashboard Tour

Multiple tour windows can be inserted to enhance learner experience and explain or point out platform features.

The list below can be used as a guide to build and customise your user tour:

Tour window display location

Best Use

Preview

Middle of the page

Ideal for general site or provider related information.

Recently accessed courses block

Providing information specifically relating to the Timeline block displayed on the Dashboard.

Course overview block

Providing information specifically relating to the Course Overview block displayed on the Dashboard.

Star / Hide button

Providing information on the star and hide functionality on the Dashboard.

View selector button

Providing guidance on the various view and display options available to the learner.

Message System Tour

When activated a once-off tour will be displayed when a learner views their first course.

Customisation options of the Message System Tour

Multiple tour windows can be inserted to enhance learner experience and explain or point out platform features.

The following Message System Tour locations are available:

Location:

Preview:

Middle of the page

Message icon (Message drawer toggle)

Group message option

Starred message option

Message settings icon

Client Tour Customisation Checklist

Messaging system tour setup:

Activate?

Yes

No, maybe later

Complete the table below for tour setup:

Slide Number

Title

Content

Target (Display location)

1

2

3

4

5

6

7

8

You may elect to keep the default tour wording, which will display as follow:

Slide Number

Title

Content

Target (Display location)

1

New messaging interface

Moodle 3.6 provides a new interface to messaging, ability for group messaging within a course, along with better control over who can message you.

Display in middle of page

2

Messaging

You can access your messages from any page using this icon. If you have any unread messages, the number of unread messages will show here too. Click on the icon to open the messaging drawer and continue the tour.

Message icon (Message drawer toggle)

3

Group messages

If you are a member of a group with group messaging enabled, you'll see group conversations here. Course group conversations allow you to interact with the others in your group in a private and convenient location.

Group message option

4

Starred

You can choose to star particular conversations to make them easier to find.

Starred message option

5

Messaging settings

You can access your messaging settings via the cog icon. A new privacy setting allows you to restrict who can message you.

Message settings icon

6

End of tour

This is the end of your user tour. It won't show again unless you reset it using the link in the footer.

Display in middle of page

Dashboard tour setup:

Activate?

Yes

No, maybe later

Complete the table below for tour setup:

Slide Number

Title

Content

Target (Display location)

1

2

3

4

5

6

7

8

You may elect to keep the default tour wording, which will display as follow:

Slide Number

Title

Content

Target (Display location)

1

Your Dashboard

Your new Dashboard has many features to help you easily access the information most important to you.

Display in middle of page

2

Your Dashboard

The Timeline block shows your important upcoming events. You can choose to show activities in the next week, month, or further into the future. You can also show items which are overdue.

Block named 'Timeline'

3

Recently accessed courses

The Recently accessed courses block shows the courses that you last visited, allowing you to jump straight back in.

Block named 'Recently accessed courses'

4

Course overview

The Course overview block shows all of the courses that you are enrolled in. You can choose to show courses currently in progress, or in the past or the future, or courses which you have starred.

Block named 'Course overview'

5

Starring and hiding courses

You can choose to star a course to make it stand out, or hide a course which is no longer important to you. These actions only affect your view. You can also choose to display the courses in a list, or with summary information, or the default 'card' view.

Star / Hide button

6

Starring and hiding courses

You can choose to star a course to make it stand out, or hide a course which is no longer important to you. These actions only affect your view. You can also choose to display the courses in a list, or with summary information, or the default 'card' view.

Star / Hide button

7

Display options

Courses may be sorted by course name or by last access date. You can also choose to display the courses in a list, with summary information, or the default 'card' view.

View selector button

8

End of tour

This is the end of your user tour. It won't show again unless you reset it using the link in the footer.

Display in middle of page