Moodle Workplace rolling release notes: Difference between revisions

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<p class="note">[[File:workplacelogo.png|24px]] '''Moodle Workplace'''™, available through [https://moodle.com/workplace/ Moodle Certified Partners and Service Providers] only, helps you deliver effective corporate training and professional development, and share knowledge across your organisation.</p>
<p class="note">[[File:workplacelogo.png|24px]] '''Moodle Workplace'''™, available through [https://moodle.com/workplace/ Moodle Certified Partners and Service Providers] only, helps you deliver effective corporate training and professional development, and share knowledge across your organisation.</p>
__NOTOC__
__NOTOC__
= 4.2 rolling =
= 4.4 rolling =
See our [[Moodle Workplace rolling new features|Moodle Workplace 4.2 rolling new features page]] in the user documentation for an introduction to Moodle Workplace 4.2 with screenshots.
See our [[Moodle Workplace rolling new features|Moodle Workplace 4.4 rolling new features page]] in the user documentation for an introduction to Moodle Workplace 4.4 with screenshots.
== Major features ==
Moodle Workplace 4.2 is based on top of Moodle LMS 4.2 and has all the new features of the core version. In addition, it contains all exclusive features from Moodle Workplace:
=== Key highlights ===
* '''Search, filtering and reporting improvements to the Team overview block''':
** Quick filters that allow users to sort and filter data quickly within the Team overview block, making it easier to find the information they need.
** Access to full progress reports for certification, program, and course reports provide a comprehensive overview of each team member's learning progress
** Live search functionality that allows users to search for specific items in real-time within the Team overview block
** 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.
* '''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.
* '''Improvements to Appointments''':
** New expandable UI for session details and bookings, with consistent navigation and design across activity modules.
** New completion criteria based on attendance
* '''Improvements to Dynamic Rules''':
** New action to end jobs
** New action to assign users to learning plans
** Option to suspend user's allocation to programs and certifications
** New condition for user’s first login
* '''New setting to lock shared department and position frameworks''': only users with appropriate permissions can manage jobs within locked departments and position frameworks.
* '''Apply only allowed filters in Certificates''': new feature for users to define allowed filters for certificates, so that only the ones specified by the user are applied to the PDF content.
* '''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.
=== Other improvements ===
* New Reports tab in Programs and Certifications
* Lock the Audience tab in Custom Pages and don’t include audiences in duplication of custom pages for users with no permission to locked departments and positions.
* Added back a link to Moodle LMS's user management page in Site Administration
* Maintain the order of blocks in courses when switching from Workplace List to topics course format during upgrade
* Introduced new data attributes to distinguish the tenant for better tenant customisation
* Preserve the URL when switching tenants
* Notify program creators when a course in the program when course completion is not set for courses with completion tracking enabled
* Added manager and department lead permissions to CSV import
* Added the possibility for Certificate element plugins to have their own settings page
* Added course name to “My Certificates” list
* Added support for cohort custom fields in migrations
* Improved the process to load tenant styles in workplace child themes
* Improved performance of Dynamic Rules system report
* Improved IDnumber uniqueness verification for positions, departments, programs and certifications
* Open-sourced [https://moodle.org/plugins/block_rbreport Report block]
== Upgrade notes for 4.2 ==
=== Block order is preserved when upgrading ===
In Workplace 4.0, the old Workplace List course format was replaced with topics course format (more details on [https://docs.moodle.org/dev/Moodle_Workplace_4.0_release_notes#Course_format_.E2.80.9CWPList.E2.80.9D Workplace 4.0 upgrade notes]). As a consequence of that upgrade, order of blocks in course page might not be preserved (as per [https://tracker.moodle.org/browse/MDL-37240 MDL-37240]).


When upgrading from 3.11 to 4.2 the order of blocks is preserved.
=== Learning Catalogue ===
=== New data attributes to identify the tenant ===
The [[Catalogue|Learning Catalogue]], also known as ‘Catalogue’, is a new enhancement that empowers employees to embrace self-directed learning. The catalogue offers diverse learning opportunities, providing convenience and personalised upskilling tailored to each employee's needs. With easier access to learning materials, employees are encouraged to take charge of their career and professional development, aiding L&D managers in crafting customised development plans.
Workplace 4.2 includes two new HTML data attributes to help to customise the CSS styles for specific tenants. The new attributes in the <html> tag are <code>[data-tenantid="{tenant_id}"]</code> and <code>[data-tenantidnumber="{tenant_idnumber}"]</code> (available when idnumber is defined for the tenant).
=== Data in scheduled reports/head ===
Due to a fixed bug, the reports generated in the scheduled reports may now contain more data than they did before. We recommend reviewing your schedules and make sure that "View report as" is correct. For example, if the "View report as" is a global admin, the reports may contain cross-tenant data and they will be sent to all users in the schedules audiences, even those who do not normally have access to cross-tenant data.
=== Improved IDnumber uniqueness verification for positions, departments, programs and certifications ===
We have implemented consistent IDnumber verification for all Workplace entities. IDnumbers must be unique within a tenant and also between the shared tenant and any tenant. Two independent tenants may use the same IDnumbers.  


This means that for the IDnumber lookup we need to specify both tenant and IDnumber. In order to allow global admin to update org structure in any tenant, the 'tenant' parameter has been added to the Web Services: <code>tool_organisation_update_departments</code>, <code>tool_organisation_update_positions</code>, <code>tool_organisation_create_departments</code>, <code>tool_organisation_create_positions</code>
* '''Revamp of the course browse and search functionality in Moodle Workplace'''. It transforms the course discovery experience, ensuring convenience and individualised upskilling, and providing easier access to learning materials.
* '''Fully configurable.''' Allows admins to configure which fields should be displayed and in which order. It also allows for the configuration of the filters.
* '''Public access'''. Organisations can offer their courses publicly with the new Learning Catalogue
* '''Easy learning browsing.''' Learners can discover new courses using the search box or by browsing course categories and subcategories.
* '''Custom filters'''. Learners can narrow down results using catalogue filters, available for all built-in and custom course fields.
* '''New catalogue search API'''. Allows connecting more search methods and can potentially be configured to use external search engines.
* '''Search methods.''' The Learning Catalogue offers two built-in search methods:
** 'Simple search' option operates similarly to Moodle LMS's course search, scanning course names, short names, and summaries.
** 'Extended search' expands functionality by including additional fields and features with configurable priority settings.
 
=== Organisation structure enhancements ===
* '''New 'Manually assigned manager' option available on Custom Pages and Custom Reports audiences''', allowing content customization for designated managerial roles within an organisation.
* '''Support for Manually assigned manager assignments in user upload feature'''. Administrators can import manual assignments from external systems using CSV files, seamlessly integrating data into the platform.
* '''New option to add jobs in People tab'''. HR managers can now add new jobs directly using the “+New Job” button from the People tab, allowing job creation and assignment to multiple employees without switching pages.
 
=== Report Builder enhancements ===
* '''Added condition and filter by Cohort'''. Conditions and filters by cohort are added to all relevant report sources, enabling data filtering by user cohorts.
* '''New audience'''. Added a new 'Tenant administrators' custom report audience.
* '''Default report visibility for Tenant admins'''. Allowed the 'View all custom reports' capability for the tenant administrator role to ensure tenant admins can view all custom reports by default.
 
=== Program and Certification enhancements ===
 
* '''Users not allocated to certification rule'''. The ‘Users not allocated to certification’ condition is now available in the Certification dynamic rules.
* '''Filters for all identity fields'''. Added filters for all identity fields in programs and certification system reports.
 
=== Program and Certification enhancements ===
 
* '''Unified user report'''. As part of our contribution to Moodle LMS, we have converted Moodle’s 'Browse list of users' page to report builder and removed duplicate user list reports in Moodle Workplace.
* '''Improved display of long strings in the launcher'''. Enhanced the launcher layout to better adapt tools with longer names to fit the UI space.
* '''Support multilanguage for appointment notifications'''. Added [[Appointments#Support%20for%20multilingual%20notifications|support for multilingual notifications]] in the Appointment booking activity module.
* '''Added unique CSS class to Custom Pages''' to allow specific Custom Pages to be targeted via custom CSS
 
== Fixes ==
Fixed multiple accessibility issues in several components in the scope of the '''WCAG 2.1 AA accreditation''':
 
* Fixed an accessibility issue that caused a redirection to 'My Courses' when using the tab key to skip to the main content from the program overview page.
* Removed unnecessary alt text for each course image in the program page, improving the accessibility for screen readers.
* Fixed an accessibility issue in My Teams block causing that the context popup which appears on focus/hover of the "i" icon could not be dismissed without moving the focus.
* Fixed an accessibility issue in the "Organisation Structure" filter on "My Teams" page, adding a missing fieldset to provide additional context to the purpose of the input fields.
* Fixed an accessibility issue in Appointment customised notification by including explanation of the placeholders.
* Fixed an accessibility issue on the Capacity field validation in the new appointment form where the value was replaced automatically without providing an error message to the user.
* Fixed an accessibility issue with the title not changing when navigating from the program page to a program set page. <br />

Revision as of 22:06, 20 May 2024

workplacelogo.png Moodle Workplace™, available through Moodle Certified Partners and Service Providers only, helps you deliver effective corporate training and professional development, and share knowledge across your organisation.

4.4 rolling

See our Moodle Workplace 4.4 rolling new features page in the user documentation for an introduction to Moodle Workplace 4.4 with screenshots.

Learning Catalogue

The Learning Catalogue, also known as ‘Catalogue’, is a new enhancement that empowers employees to embrace self-directed learning. The catalogue offers diverse learning opportunities, providing convenience and personalised upskilling tailored to each employee's needs. With easier access to learning materials, employees are encouraged to take charge of their career and professional development, aiding L&D managers in crafting customised development plans.

  • Revamp of the course browse and search functionality in Moodle Workplace. It transforms the course discovery experience, ensuring convenience and individualised upskilling, and providing easier access to learning materials.
  • Fully configurable. Allows admins to configure which fields should be displayed and in which order. It also allows for the configuration of the filters.
  • Public access. Organisations can offer their courses publicly with the new Learning Catalogue
  • Easy learning browsing. Learners can discover new courses using the search box or by browsing course categories and subcategories.
  • Custom filters. Learners can narrow down results using catalogue filters, available for all built-in and custom course fields.
  • New catalogue search API. Allows connecting more search methods and can potentially be configured to use external search engines.
  • Search methods. The Learning Catalogue offers two built-in search methods:
    • 'Simple search' option operates similarly to Moodle LMS's course search, scanning course names, short names, and summaries.
    • 'Extended search' expands functionality by including additional fields and features with configurable priority settings.

Organisation structure enhancements

  • New 'Manually assigned manager' option available on Custom Pages and Custom Reports audiences, allowing content customization for designated managerial roles within an organisation.
  • Support for Manually assigned manager assignments in user upload feature. Administrators can import manual assignments from external systems using CSV files, seamlessly integrating data into the platform.
  • New option to add jobs in People tab. HR managers can now add new jobs directly using the “+New Job” button from the People tab, allowing job creation and assignment to multiple employees without switching pages.

Report Builder enhancements

  • Added condition and filter by Cohort. Conditions and filters by cohort are added to all relevant report sources, enabling data filtering by user cohorts.
  • New audience. Added a new 'Tenant administrators' custom report audience.
  • Default report visibility for Tenant admins. Allowed the 'View all custom reports' capability for the tenant administrator role to ensure tenant admins can view all custom reports by default.

Program and Certification enhancements

  • Users not allocated to certification rule. The ‘Users not allocated to certification’ condition is now available in the Certification dynamic rules.
  • Filters for all identity fields. Added filters for all identity fields in programs and certification system reports.

Program and Certification enhancements

  • Unified user report. As part of our contribution to Moodle LMS, we have converted Moodle’s 'Browse list of users' page to report builder and removed duplicate user list reports in Moodle Workplace.
  • Improved display of long strings in the launcher. Enhanced the launcher layout to better adapt tools with longer names to fit the UI space.
  • Support multilanguage for appointment notifications. Added support for multilingual notifications in the Appointment booking activity module.
  • Added unique CSS class to Custom Pages to allow specific Custom Pages to be targeted via custom CSS

Fixes

Fixed multiple accessibility issues in several components in the scope of the WCAG 2.1 AA accreditation:

  • Fixed an accessibility issue that caused a redirection to 'My Courses' when using the tab key to skip to the main content from the program overview page.
  • Removed unnecessary alt text for each course image in the program page, improving the accessibility for screen readers.
  • Fixed an accessibility issue in My Teams block causing that the context popup which appears on focus/hover of the "i" icon could not be dismissed without moving the focus.
  • Fixed an accessibility issue in the "Organisation Structure" filter on "My Teams" page, adding a missing fieldset to provide additional context to the purpose of the input fields.
  • Fixed an accessibility issue in Appointment customised notification by including explanation of the placeholders.
  • Fixed an accessibility issue on the Capacity field validation in the new appointment form where the value was replaced automatically without providing an error message to the user.
  • Fixed an accessibility issue with the title not changing when navigating from the program page to a program set page.
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