Moodle Workplace new features: Difference between revisions

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{{Workplace}}
{{Workplace}}
=3.11=
=4.2=
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 4.2 highlights. Full details of the release with technical information can be found in the [[Moodle Workplace release notes|Moodle Workplace 4.2 release notes]].
__NOTOC__
__NOTOC__
 
==Appearance and branding==
== Report Builder Audiences and Schedules ==
===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>
 
<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>
 
<p>Schedules can now be defined more easily just by selecting a report audience.</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:tenant_branding_setting.jpg|600px|border]]
[[File:Report Builder Audiences.png|600px]]
<h4 class="card-title">New setting</h4>
      <h4 class="card-title">New Audiences UI</h4>
<p class="card-text">Use "Match gray tones hue with primary colour" to generate colours automatically</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>
 
</div>
 
<div class="card">
=== Audience types ===
<div class="card-body">
 
[[File:tenant_branding.jpg|600px|border]]
<h4 class="card-title">Colours</h4>
<p class="card-text">The shades of gray match perfectly with the tenant primary colour</p>
</div>
</div>
</div>
===Advanced tenant appearance settings===
<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%">
<div class="card">
<div class="card-body">
[[File:Advanced tenant appearance settings.jpg|600px|border]]
<h4 class="card-title">Advanced tenant appearance 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>
==My teams and 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:team_overview_filters.jpg|600px|border]]
[[File:Report Builder Audiences - Job.png|600px]]
<h4 class="card-title">Quick filters</h4>
      <h4 class="card-title">Job</h4>
<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>
      <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>
  </div>
<div class="card">
 
<div class="card-body">
  <div class="card">
[[File:team_overview_reports.jpg|600px|border]]
    <div class="card-body">
<h4 class="card-title">Full reports</h4>
[[File:Report Builder Audiences - Cohort.png|600px]]
<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>
      <h4 class="card-title">Manually added users</h4>
</div>
      <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>
<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:team_overview_search.jpg|600px|border]]
[[File:Report Builder Audiences - Manually Added users.png|600px]]
<h4 class="card-title">Live search</h4>
      <h4 class="card-title">Manually added users</h4>
<p class="card-text">Allows users to search for specific items in real-time within the Team overview block.</p>
      <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">
[[File:team_overview_warning.jpg|600px|border]]
    <div class="card-body">
<h4 class="card-title">Warnings for overdue learning</h4>
[[File:Report Builder Audiences - System Role.png|600px]]
<p class="card-text">Provide notifications and reminders to users when they are falling behind on their coursework or certifications</p>
      <h4 class="card-title">System role</h4>
</div>
      <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>
</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-deck mt-3">
  <div class="card">
<div class="card">
    <div class="card-body">
<div class="card-body">
[[File:My Learning and My Teams blocks - My Learning.png]]
[[File:team-overview-block-warnings.png|600px|border]]
      <h4 class="card-title">My Learning</h4>
<h4 class="card-title">Team’s overdue learning warnings for managers</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>
<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>
 
<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:My Learning and My Teams blocks - My Teams.png|600px]]
<h4 class="card-title">Improved support for My teams in Workplace App</h4>
      <h4 class="card-title">My Teams</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">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>
 
</div>
== SAML2 in Workplace ==
</div>
<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>
==Dynamic Rules enhancements and new 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:SAML2 in Workplace.png|600px]]
[[File:User is allocated to tenant.jpg|600px|border]]
      <h4 class="card-title">SAML2</h4>
<h4 class="card-title">Tenant allocation conditions</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>
<p class="card-text">User allocated to tenant and User not allocated to tenant are now available as conditions in Shared Dynamic Rules</p>
    </div>
</div>
  </div>
</div>
<div class="card">
<div class="card-body">
[[File:Add Allocate to tenant outcome to shared rules.jpg|600px]]
<h4 class="card-title">Allocate to tenant action</h4>
<p class="card-text">With this new action, users can be allocated to tenants in Shared Dynamic Rules</p>
</div>
</div>
</div>
</div>
== 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:dynamic_rule_end_all_jobs.jpg|600px|border]]
      <h4 class="card-title">New activity completion UI</h4>
<h4 class="card-title">End jobs</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">New action to end all jobs for selected users</p>
    </div>
</div>
  </div>
</div>
 
<div class="card">
  <div class="card">
<div class="card-body">
    <div class="card-body">
[[File:dynamic_rule_assign_to_learning_plan.jpg|600px|border]]
[[File:Organisation Structure UI.png|600px]]
<h4 class="card-title">Learning plans</h4>
      <h4 class="card-title">Departments and Positions UI for a very large number of nodes</h4>
<p class="card-text">New action to assign users to learning plans</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:dynamic_rule_deallocate_user.jpg|600px|border]]
      <h4 class="card-title">Dynamic rules condition for Competencies</h4>
<h4 class="card-title">Suspend allocations</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">New option to suspend allocations added to the existing actions to deallocate user from program and certification</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:user-first-login-condition.png|600px|border]]
<h4 class="card-title">User first login Dynamic Rule condition</h4>
<p class="card-text">Now it’s possible to create automations based on user’s first login.</p>
</div>
</div>
</div>
</div>
 
== Appointments enhancements ==
<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:appointments_booking_ui.jpg|600px|border]]
      <h4 class="card-title">Disable live data in custom reports editing</h4>
<h4 class="card-title">Session list UI</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">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:Accessibility toolkit.png|600px]]
<h4 class="card-title">Activity completion</h4>
      <h4 class="card-title">Accessibility toolkit</h4>
<p class="card-text">New completion criteria based on attendance</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=
== My Courses ==
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">[[File:Dashboard site default.png|600px]]
<div class="card-body">
      <h4 class="card-title">Default site dashboard page</h4>
[[File:Hidden courses in MyCourses and Programs.jpg|600px|border]]
      <p class="card-text">[[Text]]</p>
<h4 class="card-title">Hidden courses in My courses and Programs </h4>
    </div>
<p class="card-text">Improved how hidden courses are displayed in the My courses and Program pages</p>
  </div>
 
  <div class="card">
    <div class="card-body">[[File:Dashboard edit for tenant.png|600px]]
      <h4 class="card-title">Tenant dashboard page</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
</div>
</div>
 
</div>
<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>
== Migration enhancements ==
<div class="card-deck mt-3" style="width:50%">
<div class="card">
<div class="card-body">
[[File:Migration of core reportbuilder custom reports.jpg|600px|border]]
<h4 class="card-title">Import and export of Moodle LMS custom reports</h4>
<p class="card-text">Migration feature now supports import and export of Custom Reports using Moodle LMS native report sources.</p>
</div>
</div>
</div>
=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">[[File:Dashboard create for tenant.png|600px]]
<div class="card-body">
      <h4 class="card-title">Create tenant dashboard</h4>
[[File:organisation_structure_lock.jpg|600px|border]]
      <p class="card-text">[[Text]]</p>
<h4 class="card-title">Lock shared department and position frameworks</h4>
    </div>
<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.
  </div>
</p>
 
</div>
  <div class="card">
</div>
    <div class="card-body">[[File:Dashboard link tenant.png|600px]]
<div class="card">
      <h4 class="card-title">Link tenant dashboard</h4>
<div class="card-body">
      <p class="card-text">[[Text]]</p>
[[File:certificate_filters.jpg|600px|border]]
    </div>
<h4 class="card-title">Filters in Certificate PDF content</h4>
  </div>
<p class="card-text">New setting to apply only allowed filters to the PDF content.</p>
</div>
</div>
== Multi-tenant SAML2 ==
<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">
    <div class="card-body">
[[File:SAML2 IdPs.png|600px]]
      <h4 class="card-title">Configure SAML2 services per tenant</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
  <div class="card">
    <div class="card-body">
[[File:screenshot-placeholder.png|600px]]
      <h4 class="card-title">Additional individual per-tenant settings for SAML2 authentication method</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
</div>
</div>
<div class="card-deck mt-3">
  <div class="card">
    <div class="card-body">[[File:SAML2 locking fields.png|600px]]
      <h4 class="card-title">Locking user fields on a per-tenant basis</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
</div>
</div>
 
<div class="card-deck mt-3" style="width:50%">
 
<div class="card">
==Configure different user profile fields per tenant==
<div class="card-body">
 
[[File:per-tenant-support-contact.png|600px|border]]
<p>We have extended multi-tenancy support in user profile fields to allow the definition of different user profile fields per each tenant.
<h4 class="card-title">Support contact by tenant</h4>
</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 class="card-deck mt-3">
  <div class="card">
    <div class="card-body">
[[File:screenshot-placeholder.png|600px]]
      <h4 class="card-title">Profile fields 1</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
 
  <div class="card">
    <div class="card-body">
[[File:screenshot-placeholder.png|600px]]
      <h4 class="card-title">Profile fields 2</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
</div>
</div>
==Other interesting features==
<div class="card-deck mt-3">
  <div class="card">
    <div class="card-body">[[File:Report builder audiences.png|600px]]
      <h4 class="card-title">Report Builder Audiences and Schedules UI improvements</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
  <div class="card">
    <div class="card-body">
[[File:screenshot-placeholder.png|600px]]
      <h4 class="card-title">MyTeams block UI Improvements</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
</div>
</div>
<div class="card-deck mt-3">
  <div class="card">
    <div class="card-body">[[File:Programs filters.png|600px]]
      <h4 class="card-title">Add filters to Programs and Certifications admin pages</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
  <div class="card">
    <div class="card-body">
[[File:screenshot-placeholder.png|600px]]
      <h4 class="card-title">Add jobs information to Course enrolments and participants report sources</h4>
      <p class="card-text">[[Text]]</p>
    </div>
  </div>
</div>
</div>

Latest revision as of 21:28, 30 May 2023

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

4.2

Read on for Moodle Workplace 4.2 highlights. Full details of the release with technical information can be found in the Moodle Workplace 4.2 release notes.

Appearance and branding

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

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 tenant appearance 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

My teams and 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

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.

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.

Dynamic Rules enhancements and new features

User is allocated to tenant.jpg

Tenant allocation 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

Allocate to tenant action

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

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

user-first-login-condition.png

User first login Dynamic Rule condition

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

Appointments enhancements

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

My Courses

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

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

Migration enhancements

Migration of core reportbuilder custom reports.jpg

Import and export of Moodle LMS custom reports

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

Other interesting features

organisation structure lock.jpg

Lock shared department and position frameworks

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.

certificate filters.jpg

Filters in Certificate PDF content

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

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