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__
= 4.3 rolling =
= 4.4 rolling =
See our [[Moodle Workplace rolling new features|Moodle Workplace 4.3 rolling new features page]] in the user documentation for an introduction to Moodle Workplace 4.3 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 4.3 is based on top of Moodle LMS 4.3 and has all the new features of the core version. In addition, it contains all exclusive features from Moodle Workplace:
=== Major enhancements to Organisation Structure ===
Moodle Workplace 4.3 introduces a refined method for outlining reporting structures by manually designating managers to individuals. This new feature complements existing methods of job management, offering a blend of flexibility and control.


This new feature comes along with a set of enhancements in Organizational Structure:
=== Learning Catalogue ===
* '''Manual Manager Assignment:''' Reporting lines can now be defined manually by assigning managers directly to individuals. This new approach can be combined with job assignments or used independently.
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.
* '''People management:''' We've introduced a user-centred approach to reporting line management with the new People tab in Organizational Structure. HR managers are now presented with a list of all people and their job assignments, making onboarding of new users easier. The pre-existing Job Assignments view is now available as a system report.
* '''Jobs and reporting lines:''' This new view gathers all team members' job-related information and centralizes all reporting line management in a single place. In practice, it works as an employee page for HR managers, where they can see all relevant information at a glance and manage jobs assigned to the employee. Management structures, such as who reports to or is a report of any given user, are also displayed.
* '''Enhanced profile widgets:''' We've added details of departmental context and multiple job roles in the user profile. Now, every member of the organisation can view a clearer picture of how each individual fits into the wider company structure.
* '''Improved Web Services API:''' All new manual manager assignment functionality is available via Web Services to simplify integration with other tools.
=== Custom pages enhancements ===
* '''Public Custom pages:'''  Custom pages can now be made available to guests or non-authenticated users. With this feature, administrators can effortlessly craft public landing pages directly within Moodle Workplace, eliminating the need for external tools or platforms.
* To make it easier to share and manage custom pages, administrators can now copy the URL and see the audiences for a custom page directly on the listing page.
=== Dynamic rules enhancements ===
* '''Automated Learning Plans:''' It is now possible to assign or unassign Learning Plans automatically through Dynamic rules. This ensures that a learner receives relevant, personalized training content, competency-based training, or learning plans that align with their current position and career trajectory.
* '''Course grades automation:''' With the latest update to Dynamic Rules, admins can set automation based on specific course grades, saving administrators time and ensuring consistent recognition of achievements.
=== Multi-tenancy enhancements ===
* '''User creation during course restore:''' We've added the possibility for Tenant admins to create users during course restore. This capability can be granted by site administrators.
== Other improvements ==
* Moved “Information” tab to the second position on the course page to ensure it is always displayed right after the course content and is never hidden under the “More” submenu in small screens.
* Changed report data source “Issued certificates” removing an overly strict capability check. Now it is possible to create reports such as “My certificates” or “My team's certificates” that can be accessed by users who can not necessarily also view the templates list.
* Improved Dynamic rules, allowing some actions to be executed as scheduled tasks only.
* Updated Workplace activity icons to look more consistent with the LMS activity icons (white instead of black).
* Added validation to the tenant branding “Custom SCSS” field to prevent accidental breaking of the whole site layout.
* Added back column “Session date & time” to Appointments data sources that was present in legacy report builder in 3.11 but was not included in 4.0+ report builder.
* New Web Service to allocate users to programs.
* New CSV exporter for Organisation Structure.
* Added course completion status to the Program Progress overview modal.
* Added the option to set tenant administrator role through the user upload tool.
* Added the option to delete job assignments via CSV upload.
* Added an audit trail to Dynamic Rules to log events related to rule creation, editing, and deletion.
* Allowed scheduling reports with a “View as” user for tenant administrators.
== Upgrade notes for 4.3 ==
* “Appearance” icon in the launcher is now only displayed if the user has capability <code>'tool/tenant:managetheme'</code> and is no longer displayed to users who only have <code>'tool/tenant:browseusers'</code> capability. This means that the “Details” tab is also only visible to the users who can manage the tenant theme.


* Capability <code>'moodle/reportbuilder:scheduleviewas'</code> that enables users to select a “View as” user in the report schedules, is now allowed in the tenant administrator role. Note that on the upgraded sites it will not be automatically enabled for the tenant administrators for security reasons, but you can do it manually. On the newly installed sites, it will be allowed in the “Tenant administrator” role by default.
* '''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.
* Capability <code>'moodle/restore:createuser'</code> is now available in the “Tenant administrator” role. It will be allowed by default in the new sites, but not in upgraded sites.
* '''Fully configurable.''' Allows admins to configure which fields should be displayed and in which order. It also allows for the configuration of the filters.
* Before version 4.3, there were instances where two department leads in the same department appeared as each other's managers, while in other cases, they did not. In 4.3, two department leads in the same department are never considered each other's managers.
* '''Public access'''. Organisations can offer their courses publicly with the new Learning Catalogue
* Course format [https://moodle.org/plugins/format_wplist format_wplist] will not be available for 4.3 onwards, so please make sure to finish migrating your courses to <code>format_topics</code> before upgrading to 4.3.
* '''Easy learning browsing.''' Learners can discover new courses using the search box or by browsing course categories and subcategories.
= 4.3.1 rolling =
* '''Custom filters'''. Learners can narrow down results using catalogue filters, available for all built-in and custom course fields.
Moodle Workplace 4.3.1 is based on top of Moodle LMS 4.3.1 and has all the new features of the core version. In addition, it contains all exclusive features from Moodle Workplace.
* '''New catalogue search API'''. Allows connecting more search methods and can potentially be configured to use external search engines.
=== Highlights ===
* '''Search methods.''' The Learning Catalogue offers two built-in search methods:
* Added 'Add job' button to the People tab in Organisation structure
** 'Simple search' option operates similarly to Moodle LMS's course search, scanning course names, short names, and summaries.
=== Fixes ===
** 'Extended search' expands functionality by including additional fields and features with configurable priority settings.
* Fixed condition 'Select course' in the course participants custom report
* Appointment status and session summary no longer shows Wait-listed users as 'Booked'
* Allow to sort by allocation date column in report builder
* Do not show percentage in recent courses block if course does not have completion
* It is now possible to delete user profile picture in the tenant user editing popup
* Do not show the enable/disable switch for the manual auth method that can never be disabled
= 4.3.2 rolling =
Moodle Workplace 4.3.2 is based on top of Moodle LMS 4.3.2 and has all the new features of the core version. In addition, it contains all exclusive features from Moodle Workplace.
=== Fixes ===
* Fixed performance issues in the tasks that builds the Organisation Structure reporting lines
* Fixed a bug in the "New courses" block that resulted in the display of completed courses
* Corrected a bug in the People tab that inadvertently displayed individuals with inactive employment status in the team overview blocks of their past managers
* Addressed an issue in the Certification log where the expiry date was not being reflected in the system after being manually modified
* Resolved an issue that prevented jobs with future start dates from being displayed properly in the Jobs and Reporting Lines page
* Removed and empty link in the "Certification progress" report
== Update notes for 4.3.2 ==
* As part of the performance issues in the tasks that builds the Organisation Structure reporting lines fix, multiple new indexes will be added to <code>‘mdl_tool_organisation_reporting’</code> database table, which might cause the upgrade process to be quite slow if the table is very large.


= 4.3.3 rolling =
=== Organisation structure enhancements ===
Moodle Workplace 4.3.3 is based on top of Moodle LMS 4.3.3 and has all the new features of the core version. In addition, it contains all exclusive features from Moodle Workplace.
* '''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.


=== Fixes ===
=== 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.


* Fixed performance issues in the tasks that builds the Organisation Structure reporting lines
=== Program and Certification enhancements ===
* Fixed a bug in the "New courses" block that resulted in the display of completed courses
 
* Corrected a bug in the People tab that inadvertently displayed individuals with inactive employment status in the team overview blocks of their past managers
* '''Users not allocated to certification rule'''. The ‘Users not allocated to certification’ condition is now available in the Certification dynamic rules.
* Addressed an issue in the Certification log where the expiry date was not being reflected in the system after being manually modified
* '''Filters for all identity fields'''. Added filters for all identity fields in programs and certification system reports.
* Resolved an issue that prevented jobs with future start dates from being displayed properly in the Jobs and Reporting Lines page
 
* Removed and empty link in the "Certification progress" report
=== 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 />

Latest 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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