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Dashboards allow content to be displayed on selected user's home page. Dashboards can be assigned to audiences and users can select and customise their assigned dashboards if allowed.

An example dashboard.

The default home page is initially set to the Totara dashboard for all logged-in users on a new site. To change this, from the quick-access menu go to Navigation > Navigation settings and edit the Default home page for users setting.

The Totara dashboard is also referred to as the My Learning page and can be accessed by clicking on the Dashboard tab. It contains the Current learning block, which is a really useful way for Learners to see their progress and any outstanding learning. If multitenancy is enabled then tenant members will see a dashboard specific to their tenant.

(This video is taken from the Dashboards and basic theming course in the Totara Academy, where you can access more resources and learning materials - including other videos). 

Create a Totara dashboard

  1. Select Quick-access menu > Configure features > Shared service settings and set Enable Totara Dashboard to Show
  2. Select Quick-access menu > Navigation > Dashboards.
  3. Click Create dashboard.

  4. Add the following information:
    Name: Description of dashboard so assigned users know the audience the dashboard is aimed at
    Locked: Assigned users will not be able to customise their dashboard when locked, unlocking shows customisation made to user's dashboard and allows further customising
    Allow guest access: Allow guests users to view the dashboard
  5. Choose from Assigned audiences - Availability: Available to no users, Available to all logged in users, Available only to the following audiences.

  6. Select Assign new audiences.
  7. Select Save changes. 

Manage Totara dashboards

  1. Select Quick-access menu > Navigation > Dashboards to view all dashboards.
  2. Select the Edit icon to change the settings of existing dashboards. 
  3. Use the Availability setting to control who can see the dashboard. If you want the dashboard to be hidden then select Available to no users.
  4. Select the arrow icon to change the order of dashboards. 

    When a user is assigned to more than one dashboard the dashboard that is higher up in the order is displayed.

  5. Select clone dashboard icon to make a copy of the dashboard including the blocks that have been added to it and any audience assignments.

  6. Select Reset dashboard for all users resets the selected dashboard to the original layout for all assigned users.

In order to edit dashboard blocks users require the following capabilities. Manage dashboard (totara/dashboard:manage) allows the user to manage the dashboard and Manage dashboard blocks (totara/dashboard:manageblocks) allows the user to manage blocks on dashboards. Additionally, users require the capability to configure system templates for My Learning pages (moodle/my:configsyspages).

Customise a dashboard

Users that have been assigned to a dashboard and have the dashboard unlocked are able to customise the dashboard.

  1. Select Home menu to display the dashboards assigned.
  2. Select the dashboard you want to customise.
  3. Select Customise dashboard.
  4. Select the Add a Block block.
  5. Select the Block from the drop down list you wish to display on the dashboard.
  6. Drag the Block to the position required on the page.
  7. Select the Actions icon on the Block to display required content in the block.
  8. Select Stop customising dashboard when you have finished adding blocks.

If you need to go back to the original dashboard before customising select the Reset dashboard to default button.

Using multiple dashboards

In Totara you can also set up multiple dashboards to suit your requirements and provide different users with different navigation options.

For example, you may want to create separate dashboards for the important roles in your system (such as Learners, Trainers and Site Administrators), providing easy access to important information and features. Learners might benefit from blocks showing their recent learning, course overviews and upcoming seminars, while Site Administrators require a different set of blocks.

Alternatively, you could create audience-specific dashboards, highlighting new learning relevant to that audience and signposting to useful resources, forums and more. For example, a separate dashboard could provide a space to collate information and training for your organisation's first aiders, which they could access in addition to their role-based dashboards.

Links to dashboards using Features links blocks.

You can use the Featured links block to allow Learners to quickly navigate between their different dashboards. You can draw attention to other dashboards (or other useful links) using large images, rotating images, or banners to point your users in the right direction.

There is also a Dashboards block that can be used to allow users to navigate between their various dashboards if the user has more than one assigned dashboard.

Totara Academy

The Totara Academy has a whole course dedicated to using Dashboards and basic theming in Totara. Here you can learn more on how to customise your site's appearance, see best practice, and give it a go yourself.

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