Moodle Workplace new features: Difference between revisions

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{{Workplace}}
{{Workplace}}
=3.11=
=4.1=
Read on for Moodle Workplace 3.11 highlights. Full details of the release with technical information can be found in the [https://docs.moodle.org/dev/Moodle_Workplace_3.11_release_notes Moodle Workplace 3.11 release notes].
Read on for Moodle Workplace 4.1 highlights. Full details of the release with technical information can be found in the [https://docs.moodle.org/dev/Moodle_Workplace_4.1_release_notes Moodle Workplace 4.1 release notes].
__NOTOC__
__NOTOC__
 
== Advanced tenant appearance settings ==
== Report Builder Audiences and Schedules ==
<p>Tenant branding now includes two more settings that were available in Workplace 3.11: Navigation bar and Primary button colours.</p>
 
<p>We have added more granularity to the permissions to change the appearance of the tenant, so advanced settings such as custom SCSS can be restricted to specific role</p>
 
<div class="card-deck" style="width:50%">
<p>This release includes a new interface for Audiences and Schedules, making possible to grant access to report based on cohorts and system roles in addition to the audiences based on Departments and Positions.</p>
<div class="card">
 
<div class="card-body">
<p>Schedules can now be defined more easily just by selecting a report audience.</p>
[[File:Advanced tenant appearance settings.jpg|600px|border]]
 
<h4 class="card-title">Advanced settings</h4>
<p class="card-text">All these advanced settings are now in a new section at the bottom, only available to users with permissions to edit the advanced branding</p>
</div>
</div>
</div>
== Tenant-allocation rules in the Shared Space ==
<p>We have added two new conditions (“Users is allocated to tenant” and “User is not allocated to tenant”) and one action (“Allocate to tenant”) to Shared Dynamic Rules, with this addition we simplify the tenant allocation workflows for Admins in multi-tenant Workplace sites.
</p>
<div class="card-deck mt-3">
<div class="card-deck mt-3">
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:User is allocated to tenant.jpg|600px|border]]
[[File:Report Builder Audiences.png|600px]]
<h4 class="card-title">New conditions</h4>
      <h4 class="card-title">New Audiences UI</h4>
<p class="card-text">User allocated to tenant and User not allocated to tenant are now available as conditions in Shared Dynamic Rules</p>
      <p class="card-text">The audiences UI has been completely refactored making it easier to introduce new audience types following the same approach as in Dynamic Rules conditions and actions. There are three new types of audiences available for <strong>system roles</strong>, <strong>cohorts</strong> and <strong>manually added users</strong></p>
    </div>
  </div>
 
  <div class="card">
    <div class="card-body">
[[File:Report Builder Schedules.png|600px]]
      <h4 class="card-title">New Scheduling</h4>
      <p class="card-text">Following audiences, Report Builder scheduling has been refactored too. Now you can just pick any existing audiences as recipients to easily schedule a report for them.</p>
    </div>
  </div>
</div>
</div>
=== Audience types ===
<div class="card-deck mt-3">
  <div class="card">
    <div class="card-body">
[[File:Report Builder Audiences - Job.png|600px]]
      <h4 class="card-title">Job</h4>
      <p class="card-text">With this redesigned type of audience is possible to give access to a report to users in specific departments and/or positions</p>
    </div>
  </div>
  <div class="card">
    <div class="card-body">
[[File:Report Builder Audiences - Cohort.png|600px]]
      <h4 class="card-title">Manually added users</h4>
      <p class="card-text">Use this type of audience to select manually the users you want to give access to a report</p>
    </div>
  </div>
</div>
</div>
 
<div class="card">
 
<div class="card-body">
<div class="card-deck mt-3">
[[File:Add Allocate to tenant outcome to shared rules.jpg|600px]]
 
<h4 class="card-title">New action</h4>
  <div class="card">
<p class="card-text">With this new action, users can be allocated to tenants in Shared Dynamic Rules</p>
    <div class="card-body">
[[File:Report Builder Audiences - Manually Added users.png|600px]]
      <h4 class="card-title">Manually added users</h4>
      <p class="card-text">Use this type of audience to select manually the users you want to give access to a report</p>
    </div>
  </div>
 
  <div class="card">
    <div class="card-body">
[[File:Report Builder Audiences - System Role.png|600px]]
      <h4 class="card-title">System role</h4>
      <p class="card-text">Use this type of audience to give access to a report to all users with a specific role assigned</p>
    </div>
  </div>
</div>
</div>
== New My Learning and My Teams blocks ==
<p>Learning Overview and Teams can now be added as standard blocks to the dashboard, and can be combined with the existing settings to disable the Learning and Team tabs to bring more customisation to the Workplace dashboard.</p>
<p>Both blocks can be added now to any region in the dashboard.</p>
<div class="card-deck mt-3">
  <div class="card">
    <div class="card-body">
[[File:My Learning and My Teams blocks - My Learning.png]]
      <h4 class="card-title">My Learning</h4>
      <p class="card-text">This block keeps all the functionality of the Learning tab: show all courses, programs and certifications for the user, with two different views and filters.</p>
    </div>
  </div>
  <div class="card">
    <div class="card-body">
[[File:My Learning and My Teams blocks - My Teams.png|600px]]
      <h4 class="card-title">My Teams</h4>
      <p class="card-text">This block keeps all the functionality of the Teams tab: show people reporting to the user, with users and job details and relevant information about completion and overdue or expired learning.</p>
    </div>
  </div>
</div>
</div>
== SAML2 in Workplace ==
<p>In this release, we've completed the first stage towards supporting different per-tenant configuration for one of the most used authentication plugins in the Workplace sector: SAML2. Workplace 3.11 improves SAML2 compatibility making it ready for multi-tenancy implementation which will be added in 3.11.1</p>
<div class="card-deck mt-3">
  <div class="card">
    <div class="card-body">
[[File:SAML2 in Workplace.png|600px]]
      <h4 class="card-title">SAML2</h4>
      <p class="card-text">orkplace 3.11 is compatible with the next [https://moodle.org/plugins/auth_saml2 auth_saml2] version that will be released soon.</p>
    </div>
  </div>
</div>
</div>
== Other interesting features ==
== Other interesting features ==
<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:New activity completion UI.png|600px]]
[[File:Migration of core reportbuilder custom reports.jpg|600px|border]]
      <h4 class="card-title">New activity completion UI</h4>
<h4 class="card-title">Import and export of core custom reports</h4>
      <p class="card-text">Moodle Workplace course format activity completion UI has been updated following the new UI introduced in Moodle 3.11</p>
<p class="card-text">Migration feature now supports import and export of Custom Reports using Moodle LMS native report sources.</p>
    </div>
</div>
  </div>
</div>
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:Improved support for My Teams in Workplace App.jpg|600px|border]]
[[File:Organisation Structure UI.png|600px]]
<h4 class="card-title">Improved support for My Teams in Workplace App</h4>
      <h4 class="card-title">Departments and Positions UI for a very large number of nodes</h4>
<p class="card-text">The new My Teams page now includes information about learning and tracking in the Workplace App.</p>
      <p class="card-text">Organisation Structure UI now supports hierarchies with a very large number of nodes: the parent for a department or position now can be edited in the form and the drag and drop has been disabled when there are too many nodes</p>
</div>
    </div>
</div>
  </div>
</div>
</div>




<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:Dynamic rules condition for Competencies.png|600px]]
[[File:Hidden courses in MyCourses and Programs.jpg|600px|border]]
      <h4 class="card-title">Dynamic rules condition for Competencies</h4>
<h4 class="card-title">Hidden courses in My Courses and Programs </h4>
      <p class="card-text">With this new condition, now is possible to define automations based on competencies using Dynamic Rules.</p>
<p class="card-text">Improved how hidden courses are displayed in the My Courses and Program pages</p>
    </div>
</div>
  </div>
</div>
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:Add department to User profile field Dynamic Rules.jpg|600px|border]]
[[File:Appointments Booking Completion criteria.png|600px]]
<h4 class="card-title">User profile field Dynamic Rules condition</h4>
      <h4 class="card-title">Appointments Booking completion based on booking</h4>
<p class="card-text">Added "department" to User profile field condition in Dynamic Rules</p>
      <p class="card-text">Now it's possible to define completion criteria for Appointments based on session booking.</p>
</div>
    </div>
</div>
  </div>
</div>
<div class="card-deck mt-3" style="width:50%">
<div class="card">
<div class="card-body">
[[File:New catalogue settings.png|600px|border]]
<h4 class="card-title">New catalogue settings</h4>
<p class="card-text">Added new settings in the catalogue to disable de Program Cover page and to hide the dates in Course Cover page</p>
</div>
</div>
</div>
</div>
 
=4.1.2=
Read on for Moodle Workplace 4.1.2 highlights. Full details of the release with technical information can be found in the [https://docs.moodle.org/dev/Moodle_Workplace_4.1_release_notes#4.1.2 Moodle Workplace 4.1.2 release notes].
__NOTOC__
== Search, filtering and reporting improvements to the Team overview block ==
<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:Report Builder disable live data in custom reports editing.png|600px]]
[[File:team_overview_filters.jpg|600px|border]]
      <h4 class="card-title">Disable live data in custom reports editing</h4>
<h4 class="card-title">Quick filters</h4>
      <p class="card-text">Live data can now be disabled in custom reports editing for performance reasons. This is especially relevant to very large Workplace installations with massive data sets</p>
<p class="card-text">Allow users to sort and filter data quickly within the Team overview block, making it easier to find the information they need</p>
    </div>
</div>
  </div>
</div>
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:team_overview_reports.jpg|600px|border]]
[[File:Accessibility toolkit.png|600px]]
<h4 class="card-title">Full reports</h4>
      <h4 class="card-title">Accessibility toolkit</h4>
<p class="card-text">Access to full progress reports for certification, program, and course reports provide a comprehensive overview of each team member's learning progress</p>
      <p class="card-text">Moodle Workplace 3.11 supports the [Accessibility_toolkit|Accessibility toolkit]] recently introduced in Moodle 3.11</p>
</div>
    </div>
</div>
  </div>
</div>
</div>
=3.11.1=
Read on for Moodle Workplace 3.11.1 highlights. Full details of the release with technical information can be found in the [https://docs.moodle.org/dev/Moodle_Workplace_3.11_release_notes#3.11.1 Moodle Workplace 3.11.1 release notes].
== Per-tenant dashboards ==
<p>Now it’s possible to define a specific dashboard for each tenant with the same editing capabilities Moodle already implements in the core Dashboard. Thanks to this, tenants administrators will be able to manage their tenant’s dashboard and reset the configuration for users in the tenant</p>
<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:screenshot-placeholder.png|600px]]
[[File:team_overview_search.jpg|600px|border]]
      <h4 class="card-title">Default site dashboard page</h4>
<h4 class="card-title">Live search</h4>
      <p class="card-text">[[Text]]</p>
<p class="card-text">Allows users to search for specific items in real-time within the Team overview block.</p>
    </div>
</div>
  </div>
</div>
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:team_overview_warning.jpg|600px|border]]
[[File:screenshot-placeholder.png|600px]]
<h4 class="card-title">Warnings for overdue learning</h4>
      <h4 class="card-title">Tenant dashboard page</h4>
<p class="card-text">Provide notifications and reminders to users when they are falling behind on their coursework or certifications</p>
      <p class="card-text">[[Text]]</p>
</div>
    </div>
</div>
  </div>
</div>
</div>
 
== Automatic branding enhancement for tenants ==
<p>Generate shades of grey automatically based on the tenant primary colour, to reinforce the brand identity while avoiding disturbing the experience.</p>
<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:screenshot-placeholder.png|600px]]
[[File:tenant_branding_setting.jpg|600px|border]]
      <h4 class="card-title">Create tenant dashboard</h4>
<h4 class="card-title">New setting</h4>
      <p class="card-text">[[Text]]</p>
<p class="card-text">Use "Match gray tones hue with primary colour" to generate colours automatically</p>
    </div>
</div>
  </div>
</div>
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:tenant_branding.jpg|600px|border]]
[[File:screenshot-placeholder.png|600px]]
<h4 class="card-title">Colours</h4>
      <h4 class="card-title">Link tenant dashboard</h4>
<p class="card-text">The shades of gray match perfectly with the tenant primary colour</p>
      <p class="card-text">[[Text]]</p>
</div>
    </div>
</div>
  </div>
</div>
</div>


== Multi-tenant SAML2 ==
== Improvements on Appointments ==
 
<p>[https://moodle.org/plugins/auth_saml2 auth_saml2] now supports per-tenant configuration in Workplace.</p>
 
<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:screenshot-placeholder.png|600px]]
[[File:appointments_booking_ui.jpg|600px|border]]
      <h4 class="card-title">Configure SAML2 services per tenant</h4>
<h4 class="card-title">Session list UI</h4>
      <p class="card-text">[[Text]]</p>
<p class="card-text">New expandable UI for session details and bookings, with consistent navigation and design across activity modules</p>
    </div>
</div>
  </div>
</div>
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:appointments_booking_criteria.jpg|600px|border]]
[[File:screenshot-placeholder.png|600px]]
<h4 class="card-title">Activity completion</h4>
      <h4 class="card-title">Additional individual per-tenant settings for SAML2 authentication method</h4>
<p class="card-text">New completion criteria based on attendance</p>
      <p class="card-text">[[Text]]</p>
</div>
    </div>
</div>
  </div>
</div>
</div>
 
== Improvements on Dynamic Rules ==
<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:screenshot-placeholder.png|600px]]
[[File:dynamic_rule_end_all_jobs.jpg|600px|border]]
      <h4 class="card-title">Locking user fields on a per-tenant basis</h4>
<h4 class="card-title">End jobs</h4>
      <p class="card-text">[[Text]]</p>
<p class="card-text">New action to end all jobs for selected users</p>
    </div>
</div>
  </div>
</div>
<div class="card">
<div class="card-body">
[[File:dynamic_rule_assign_to_learning_plan.jpg|600px|border]]
<h4 class="card-title">Learning plans</h4>
<p class="card-text">New action to assign users to learning plans</p>
</div>
</div>
</div>
<div class="card-deck mt-3" style="width:50%">
<div class="card">
<div class="card-body">
[[File:dynamic_rule_deallocate_user.jpg|600px|border]]
<h4 class="card-title">Suspend allocations</h4>
<p class="card-text">New option to suspend allocations added to the existing actions to deallocate user from program and certification</p>
</div>
</div>
</div>
== Lock shared department and position frameworks ==
<div class="card-deck" style="width:50%">
<div class="card">
<div class="card-body">
[[File:organisation_structure_lock.jpg|600px|border]]
<p class="card-text">New setting to lock shared department and position frameworks, so only users with the right permissions can manage jobs related with locked departments and position frameworks.
</p>
</div>
</div>
</div>
== Filters in Certificate PDF content ==
<div class="card-deck" style="width:50%">
<div class="card">
<div class="card-body">
[[File:certificate_filters.jpg|600px|border]]
<p class="card-text">New setting to apply only allowed filters to the PDF content.</p>
</div>
</div>
</div>
</div>


== Configure different user profile fields per tenant ==
=4.1.3=
 
Read on for Moodle Workplace 4.1.3 highlights. Full details of the release with technical information can be found in the [https://docs.moodle.org/dev/Moodle_Workplace_4.1_release_notes#4.1.3 Moodle Workplace 4.1.3 release notes].
<p>We have extended multi-tenancy support in user profile fields to allow the definition of different user profile fields per each tenant.
</p>


== Major features ==
<div class="card-deck mt-3">
<div class="card-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:screenshot-placeholder.png|600px]]
[[File:per-tenant-support-contact.png|600px|border]]
      <h4 class="card-title">Profile fields 1</h4>
<h4 class="card-title">Support contact by tenant</h4>
      <p class="card-text">[[Text]]</p>
<p class="card-text">Now it is possible to configure the support contact information (support contact, support URL and availability) at a tenant level, so different tenant can have their own support contact settings</p>
    </div>
</div>
  </div>
</div>
<div class="card">
<div class="card-body">
[[File:team-overview-block-warnings.png|600px|border]]
<h4 class="card-title">Team’s overdue learning warnings for managers</h4>
<p class="card-text">The team overview block in the My Teams page now displays a warning when there are people with overdue learning to their managers. This notice includes a link to the corresponding report.</p>
</div>
</div>
</div>


  <div class="card">
<div class="card-deck mt-3" style="width:50%">
    <div class="card-body">
<div class="card">
[[File:screenshot-placeholder.png|600px]]
<div class="card-body">
      <h4 class="card-title">Profile fields 2</h4>
[[File:user-first-login-condition.png|600px|border]]
      <p class="card-text">[[Text]]</p>
<h4 class="card-title">User first login dynamic rule condition</h4>
    </div>
<p class="card-text">Now it’s possible to create automations based on user’s first login.</p>
  </div>
</div>
</div>
</div>
</div>

Latest revision as of 20:56, 18 May 2023

workplacelogo.png This feature is part of Moodle Workplace™, which is available through Moodle Certified Partners and Service Providers only.

4.1

Read on for Moodle Workplace 4.1 highlights. Full details of the release with technical information can be found in the Moodle Workplace 4.1 release notes.

Advanced tenant appearance settings

Tenant branding now includes two more settings that were available in Workplace 3.11: Navigation bar and Primary button colours.

We have added more granularity to the permissions to change the appearance of the tenant, so advanced settings such as custom SCSS can be restricted to specific role

Advanced tenant appearance settings.jpg

Advanced settings

All these advanced settings are now in a new section at the bottom, only available to users with permissions to edit the advanced branding

Tenant-allocation rules in the Shared Space

We have added two new conditions (“Users is allocated to tenant” and “User is not allocated to tenant”) and one action (“Allocate to tenant”) to Shared Dynamic Rules, with this addition we simplify the tenant allocation workflows for Admins in multi-tenant Workplace sites.

User is allocated to tenant.jpg

New conditions

User allocated to tenant and User not allocated to tenant are now available as conditions in Shared Dynamic Rules

Add Allocate to tenant outcome to shared rules.jpg

New action

With this new action, users can be allocated to tenants in Shared Dynamic Rules

Other interesting features

Migration of core reportbuilder custom reports.jpg

Import and export of core custom reports

Migration feature now supports import and export of Custom Reports using Moodle LMS native report sources.

Improved support for My Teams in Workplace App.jpg

Improved support for My Teams in Workplace App

The new My Teams page now includes information about learning and tracking in the Workplace App.


Hidden courses in MyCourses and Programs.jpg

Hidden courses in My Courses and Programs

Improved how hidden courses are displayed in the My Courses and Program pages

Add department to User profile field Dynamic Rules.jpg

User profile field Dynamic Rules condition

Added "department" to User profile field condition in Dynamic Rules

New catalogue settings.png

New catalogue settings

Added new settings in the catalogue to disable de Program Cover page and to hide the dates in Course Cover page

4.1.2

Read on for Moodle Workplace 4.1.2 highlights. Full details of the release with technical information can be found in the Moodle Workplace 4.1.2 release notes.

Search, filtering and reporting improvements to the Team overview block

team overview filters.jpg

Quick filters

Allow users to sort and filter data quickly within the Team overview block, making it easier to find the information they need

team overview reports.jpg

Full reports

Access to full progress reports for certification, program, and course reports provide a comprehensive overview of each team member's learning progress

team overview search.jpg

Live search

Allows users to search for specific items in real-time within the Team overview block.

team overview warning.jpg

Warnings for overdue learning

Provide notifications and reminders to users when they are falling behind on their coursework or certifications

Automatic branding enhancement for tenants

Generate shades of grey automatically based on the tenant primary colour, to reinforce the brand identity while avoiding disturbing the experience.

tenant branding setting.jpg

New setting

Use "Match gray tones hue with primary colour" to generate colours automatically

tenant branding.jpg

Colours

The shades of gray match perfectly with the tenant primary colour

Improvements on Appointments

appointments booking ui.jpg

Session list UI

New expandable UI for session details and bookings, with consistent navigation and design across activity modules

appointments booking criteria.jpg

Activity completion

New completion criteria based on attendance

Improvements on Dynamic Rules

dynamic rule end all jobs.jpg

End jobs

New action to end all jobs for selected users

dynamic rule assign to learning plan.jpg

Learning plans

New action to assign users to learning plans

dynamic rule deallocate user.jpg

Suspend allocations

New option to suspend allocations added to the existing actions to deallocate user from program and certification

Lock shared department and position frameworks

organisation structure lock.jpg

New setting to lock shared department and position frameworks, so only users with the right permissions can manage jobs related with locked departments and position frameworks.

Filters in Certificate PDF content

certificate filters.jpg

New setting to apply only allowed filters to the PDF content.

4.1.3

Read on for Moodle Workplace 4.1.3 highlights. Full details of the release with technical information can be found in the Moodle Workplace 4.1.3 release notes.

Major features

per-tenant-support-contact.png

Support contact by tenant

Now it is possible to configure the support contact information (support contact, support URL and availability) at a tenant level, so different tenant can have their own support contact settings

team-overview-block-warnings.png

Team’s overdue learning warnings for managers

The team overview block in the My Teams page now displays a warning when there are people with overdue learning to their managers. This notice includes a link to the corresponding report.

user-first-login-condition.png

User first login dynamic rule condition

Now it’s possible to create automations based on user’s first login.

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