LMS Legacy (v5.x): Carousels
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Create and edit Carousels
In this article we will learn how to create and manage Carousels, as well as how to assign or remove the training content to them. As we have seen in the main article, Carousels are lists of contents, which can group Sprints or Channels by topics, making it easy to access and organice the training for the student. How to activate Carousels The Carousels feature is a module type, it can be activated or deactivated for each Instance. Normally you have to request the activation of this type of feature to start using it, but since March 2022, Carousels are active by default for all customers, both existing and new ones. Carousels sholuld be available by default in the Configuration section of Learning Manager. If you cannot find them in your Instance, please contact your Learning Consultant or KAM. Who can edit carousels In order to manage Carousels, we need to access the Trainings section in the Learning Manager. Therefore our user must have General Administrator or Group Administrator access. Users with Author or Validator role will not be able to manage this feature. Within Carousel management, the access is not the same for the two types of administrator: the Administrator has full access, he can both create Carousels and assign them to the Trainings. the Group Administrator cannot create new Carousels, as this option is located in the Configuration section he does not have access to. he can only assign Trainings to existing Carousels. How to create and edit Carousels First access the Instance with a user with Administrator access. Go to the Learning Manager tool, and access the Configuration section by clicking on the gear wheel in the upper right corner. A side menu is displayed, and among the different sections located at the top center, look for the Carousels section. Clicking on the tab displays the list of available Carousels, the default ones and the ones we have created. To learn more about the types of Carousels see this article. Above the list we see a message automatically updated which tells us how many Carousels we can create. You can create up to ten carousels,, in addition to the default ones. To do this we click on the + button in the lower right corner, which displays a new side menu. The New Carousel menu consists of two fields: Title at the top, where you can name the Carousel. And below it, a list of all the Languages available on the platform, to add the translation for the title of the Carousel. Clicking on the flag on the left will display a new field to enter it. Each entry in the list has four items: On the left is a grid of points that allows us to change the order in which the Carousels will be displayed.Keeping the mouse button pressed you can move a Carousel and change its position in the list. It is only possible to change the order of the Carousels you have created, not the default ones. Next there is a box with a flag, which can be checked or unchecked to make the Carousel visible or not. If we uncheck the flag, students will no longer see the Carousel in their training, although it already exists. In the central part is the name we have assigned to the Carousel, which can be changed at any time. It is not possible to rename the Carousels by default. On the right side there are three points on which we will click to display a menu to have access to the options and edit the Carousel Details , the title and translations; or Delete the Carousel. How to assign content to Carousels Once we have created and organized our list of Carousels, to assign the Sprints to them we will simply use the Trainings tool. Channels cannot be assigned to Carousels. This option is only available for Sprints, since the new carousels that you can create only apply to Sprints. The only carousels that apply to channels are "Channels" and "Channels Recommended" (by default), which work automatically. When creating a new Training, or editing the details of an existing one, we will see a field called Carousel. Clicking on it will display a list with all available Carousels. To assign content to them, mark the respective flag and press the √ Save button. Each Sprint can be assigned as many Carousels as you want, but only those you have created. Carousels by default cannot be assigned as they work automatically. To find out how, see the related article. You can modify the contents assigned to a Carousel at any time, even if the Training is open and students are suscribed. If you have any questions about Carousels- manegement, we recommend you to check the articles on Summoning Behavior, and FAQ (Frequently Asked Questions).
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Types of Carousels
In the main article on Creating and Editing of Carousels we saw that in addition to the new ones we create, there are Carousels by default always present in the platform, that work automatically, organizing the contents according to their status. Let's see what they are and how they work. How Carousels by default work When accessing the Carousels section, within the Configuration of The Learning Manager, there is a list of existing Carousels. The Carousels in bold are the one you created, that are fully editable (name, position, delete). The gray Carousels are the ones the platform creates by default, which can not be modified. They are as follows: Featured: only for Sprints, this carousel is highlighted on the Home page of the formation. It is used for content we want to highlight in a significant way, make it visible to the student. To put a Sprint in this Carousel, check the Featured flag when creating or editing the Training. The selected Training will be displayed in the Featured Carousel whether it is Open (has already started) or Planned (later start date). If planned, the thumbnail will show the remaining days to start. My learning: only for Sprints, this Carousel shows the training the student is currently taking. If the student has been summoned mandatory, it will be marked in a small banner inside the thumbnail. My Lectures: only for Events, this Carousel shows the events to which the student is currently suscribed. My Events: only for Events, this Carousel shows the Events and Stages the student has pending. Channels: only for Channels, this Carousel shows the Channels to which the student is currently enrolled and have already been started. Channels whose Training is Planned, that have a later start date, will not appear in this Carousel until the date is fullfilled. Channels recommended: only for Channels, this Carousel shows the Channels to which the student has been summoned with Free Enrollment. As soon as the student actually enrolls in the channel, it will disappear from this Carousel and move on to the Channels carousel. Channels whose Training is Planned, that have a later start date, will not appear in this Carousel until the date is fullfilled. Recommendations For You: only for Sprints, this Carousel shows the Sprints to which the student has been summoned with Free Enrollment. As soon as the student actually enrolls in the Sprint, it will disappear from this Carousel and move on to My Learning carousel. Coming soon: only for Sprints, this Carousel shows the Planned trainings, the ones the student has been enrolled but have a later Start date . The thumbnail will show the remaining days to start. When the Start Date arrives, the Sprint will disappear from this Carousel and move on to My Learning or Recommended for you carousel, depending on whether the training is free or mandatory. Completed: only for Sprints, this Carousel shows the trainings that the student has completed. It also includes all the trainings that have reached their End date, even if the student has not completed the training on time. When this date arrives, they disappear from My Learning carousel, although they will still appear in Featuredif they have been marked as such.
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Summoning behavior
In previous articles about creating and editing Carousels we saw that the content of the Carousels can be managed through the Trainings of Sprints and Channels. Editing these Trainings we can add or remove content from the Carousels. But these Trainings are conditioned by multiple factors: whether they are open or closed, whether the student was enrolled individually or through a group, whether the call is mandatory or free enrollment... In each case, how will the Carousel be affected? The following list reviews the possible cases and what would be the result. Sprints If the Training is Free Enrollment: A user who has completed the training A user with the training started but not yet completed A user who is registered but has not started training A user who hasn't done anything in the training For individual summons, if we remove the user It will be removed from Completed, if he is summoned again he will start from scratch It will be removed from My Learning, if he is summoned again he will start from scratch It will no longer be shown in My Learning It will no longer be shown in Recommendations For You For group summons If we remove the entire group Remain enrolled and see the Training in Completed Remain enrolled and see the Training in My Learning Remain enrolled and see the Training in My Learning It will no longer be shown in Recommendations For You If the user leaves the group Remains enrolled and see the Training in Completed Remain enrolled and see the Training in My Learning Remain enrolled and see the Training in My Learning It will no longer be shown in Recommendations For You If the Training is Mandatory: A user who has completed the training A user with the training not yet completed A user who hasn't done anything in the training For individual summons, if we remove the user It will be removed from Completed, if he is summoned again he will start from scratch It will be removed from My Learning, if he is summoned again he will start from scratch. It will no longer be shown in My Learning For group summons If we remove the entire group It will be removed from Completed, if he is summoned again he will start from scratch It will no longer be shown in My Learning It will no longer be shown in My Learning If the user leaves the group It will be removed from Completed, if he is summoned again he will start from scratch It will no longer be shown in My Learning It will no longer be shown in My Learning Permanent Access to Content option Since Netex Cloud version 5.20, released on 10/26/2022, a new option has been implemented in the Sprint Training configuration, called Permanent Access to Content, which is activated by default. This allows the student to access the content once the training has been closed, whether the Sprint has been completed or not. This access is done in review mode, so no new progress data is sent to the platform. This new feature introduces a particular change in the cases seen previously: If the call is a Direct Enrollment call (mandatory) and Permanent Access to Content is enabled, when the training is closed (manually or because the end date arrives) the Sprint will appear in the Completed carousel even if the student has not completed it or started it. This is the way to continue providing the student with permanent access to the contents. In case the training is a Free Enrollment, this exception will only apply if the student has enrolled in the Sprint before the training closed. Otherwise, it will no longer appear in any carousel. Channels If the Training is Free Enrollment: A user who has completed the training A user with the training started but not yet completed A user who is registered but has not started training A user who hasn't done anything in the training For individual summons, if we remove the user Channel's training disappears Channel's training disappears Channel's training disappears Channel's training disappears For group summons If we remove the entire group Channel's training is still visible at Channel carousel Channel's training is still visible at Channel carousel Channel's training disappears Channel's training disappears If the user leaves the group Channel's training is still visible at Channel carousel Channel's training is still visible at Channel carousel Channel's training disappears Channel's training disappears If the Training is Mandatory: A user who has completed the training A user with the training not yet completed A user who hasn't done anything in the training For individual summons, if we remove the user Channel's training disappears Channel's training disappears Channel's training disappears For group summons If we remove the entire group Channel's training disappears, if he is summoned again he will start from scratch Channel's training disappears Channel's training disappears If the user leaves the group Channel's training disappears Channel's training disappears Channel's training disappears