Move to the Responsive User Interface

Latitude’s responsive user interface (UI) is built for how your users access their learning – from desktop to mobile device! For legacy customers using the older Classic user interface, this page helps describe the responsive UI and how you can transition to to it and reap the benefits.
NOTICE

LatitudeLearning® has begun the effort to deprecate the Classic User Interface and transition all paid and free portals to the Responsive User Interface. The first effort will be to move students and managers to the newer interface with no access points to the original.

This will be followed by the implementation of a new administrative interface that will make the remaining administrative portions of the Classic interface obsolete. 

 Introduction

LatitudeLearning® LMS streamlines Student and Manager workflows with a responsive, task-oriented user interface (UI), easily explored using a Navigation fly-in menu. This document describes the features of this interface and contrasts it with the features it replaces from the Classic user interface. Transitioning to the responsive UI will require change management, but the benefits are clear and the process of switching itself is very simple.

  • Your LMS and your content will work better on mobile devices.
  • Portal administrators have a greater ability to design the learning experience in the responsive UI.
  • Organizations using Person-to-Person (Direct) management reporting will gain many benefits from the change. The responsive UI is designed to honor direct manager relationships in features such as My Team, which were not retrofitted to the Classic UI. 

Change Management aids are available for download under the Manage Change side-bar on the right. These are in modifiable formats that you can adapt for your own use as you prepare to make the transition to the responsive UI.

Manage Change

Downloads you can tweak to help your users in the transition!

Interface Comparison (Admin)

Buttons and Icons (Students) 

Considerations for Transitioning to the Responsive UI

Switching to the Responsive UI technically involves the quick setting of a couple switches. The biggest part of the effort involves preparing your users for the change before it happens.

Here are some things to consider as you plan for the transition with your users:

  • Do you have in-house support materials you created that reference how to use classic UI features and navigation that will require updates to reflect the responsive UI?
    • Documentation (.docx, .pdf, .pptx)
    • Training Videos
    • LMS Courses 
  • Do you know which Responsive UI pages you would like to act as the login landing page and home page after the transition. (Most popular are My Learning page, Courses to Complete, or a designated Learning Path)
  • If you choose My Learning Page, you should update the page using Edit My Learning to add or remove sidebar components and channels for the desired experience and if using the HTML block, make any changes to the HTML desired.
  • If you choose a Learning Path, you must first set up at least one Learning Path to designate or multiples if you want to have different paths by position group or organization level.

Redirect Users to the Responsive UI

When you are ready to make the Classic UI less prominent or inaccessible to your users, you need to make some settings changes under Site Management > LMS Information > LMS Configuration.

  • Login Landing Page: Set the first page users see when they log in. Many customers find the My Learning or Courses to Complete pages excellent landing pages. Others are beginning to use learning paths.
  • Home Page: Set this to the page to which users should be directed when they click your site logo or the Home icon. This can be any page you wish and often is set to the same page as the landing page.

Both of these settings are global LMS settings and cannot be set by organization or position group.

If Classic Home page is not specified for either setting, users are  forced to use the responsive  interface. Only users with Administrative rights (excludes Student and Location Manager roles) have access to elements of the Classic UI for administrative activities via the Administration icon in the LMS Header.

Compare the Classic and Responsive UI Features

Want to determine how the features of the responsive UI compare to those you and your users are accustomed to? Toggle open a section below to learn more about the feature, its icon, and how it relates back to the Classic UI.

Account

Description and Usage:

For users allowed to maintain some elements of their account. Portals that don’t allow users to change any of their own account information or for portals with SSO- or feed-managed user data, should consider hiding this option. Portal administrators still use the administrative user maintenance features.

Classic UI Equivalent:

Classic Home – My Details Tab

Accreditations

Description and Usage:

Displays a user’s Accreditation-based assignments and status. Accreditations are Certifications or Curriculums

Hide if your organization does not use Accreditations.

Classic UI Equivalent:

Classic Home – Certifications Tab

Announcements

Description and Usage:

Send targeted, ad hoc messages to lists of users, scoped to the logged in user’s purview.

Dynamic – When displayed, this icon only appears for administrative users and those with subordinates.  

Hide if only Portal Administrators should have access to sending Announcements.

Using Announcements

Classic UI Equivalent:

My Learning Center menu  > Announcements

Approvals

Description and Usage:

Approve User Account Registration, Interest List requests, and Course Enrollment requests. If no LMS actions in your portal require manager approval, hide this icon. Approvals are also a permanent option under the My Team page.

  • Dynamic – When displayed, this icon only appears for portal administrators and those with subordinates.

Processing Approvals

Classic UI Equivalent:

My Learning Center menu  > Approvals

Classic Home – Approvals Tab

Catalog Search

Description and Usage:

Allows a user to search for courses, resources, and learning paths available to them in the catalog associated with their organization. Results availability may vary by Business Unit assignment.

Hide if you do not want users to select their own coursework. To completely hide catalog access, you would also need to disable the Header Catalog Search box under Site Management > LMS Information > LMS Configuration > Header Catalog Search

Locate and Enroll in a Course (see section on Catalog Search)

Classic UI Equivalent:

My Learning Center menu  > Courses > Search Courses
My Learning Center menu  > Resources > Search Resources

Course Offerings


Description and Usage:

Users can search for past or upcoming offerings and if allowed, request to be placed on the interest list or enroll in the session. Hide if you do not use Classroom or Virtual Classroom courses.

Locate and Enroll in a Course (see section on Enrolling in a Classroom Course)

Classic UI Equivalent:

My Learning Center menu  > Courses > Search Offerings

Courses to Complete

Description and Usage:

Users see their Required* and in-progress training at a glance, including pending interests. Action options vary by delivery method.

A red notification dynamically displays the number of active completion requirements.
*must first enable LMS Information setting “Display Next Required Training”

 Use Courses to Complete

Classic UI Equivalent:

Classic Home – main page display of user’s Live Courses, Self-Studies, and Interest List sections, in addition to the Next Required Training section (if enabled).

Featured Courses

Description and Usage:

Dynamic – If enabled, it only displays for users who have courses featured at their locations. If you do not use Featured Courses, you can hide the icon.

Set Up Featured Courses by Location

Classic UI Equivalent:

Classic Home – Featured Courses section

Manage Users

Description and Usage:

Allows some user maintenance tasks to be performed by a Location Administrator or Administrator. Portal administrators can configure specific allowances via the Edit Navigation page.

Dynamic – If enabled, this icon will only display to users with a Location Administrator or Administrator role and will be scoped to the users they are allowed to see via the position hierarchy or person-to-person hierarchy.

Delegating User Maintenance to Administrative Users

Classic UI Equivalent:

No equivalent except for portals which purchased Latitude customizations to allow specific types of user maintenance for some roles.

Messages

Description and Usage:

The inbox for messages related to user account actions, training-related events, and other system notifications. A red notification counter indicates the number of unread messages in your inbox.

The Messages icon in the Header also serves this purpose.

Managing Messages

Classic UI Equivalent:

Classic Home – Mail Center section
Header Message Center Icon

My Learning

Description and Usage:

Display to provide all users a learning dashboard showing many elements of their training programs in one quick view. Users can drill down into sections to navigate to full page displays, such as Courses to Complete or their user Account.

Portal Administrators can manage what displays on the page, including the channels that are displayed and the page HTML content.

Edit the My Learning Page
Using the My Learning Page

Classic UI Equivalent:

Combines multiple  aspects of the Classic Home page, but is more highly configurable by the portal administrator.

My Team

Description and Usage:

My Team provides a powerful one-stop shop for managers to oversee employee/team  training and monitor progress.

  • Dynamic – When displayed, this icon only appears for administrative and managerial users
  • Incorporates features from several legacy pages:
    • People: View subordinates and drill down on user details, with quick views of a user’s Courses to Complete, Goals, and Training History. Expand filters to adjust view of users. Scoped to managerial purview.
    • Goals: Manage/track goal progress by user and by team. If configured to allow it, managers may assign Goals to their employees using +Goals.
      [settings are under Site Management > LMS Information > Goals Configuration > Set Team Goals and Waive Team Goals]
    • Team Accreditations and Skills status overviews
    • Approvals processing for users in their purview.

Manage Employees with My Team

Classic UI Equivalent

Classic Home – Employees tab and its sub-tabs:

  • Location Employees
  • All Direct Reports
  • Goals
  • Department Certification
  • Department Curriculum
  • Approvals

The +Goal and Waive buttons display for those who are allowed to set and waive team goals.

My Training Plan

Description and Usage:

Displays a user’s individualized training plan, with a detailed list of accreditation- and/or course-related goal assignments. The red notification counter shows how many goals are assigned to the user. Enable if you are using Course Goals or Accreditation Goals, both ad-hoc and rule-based.

Using My Training Plan

Classic UI Equivalent:

Classic Home – Goals Tab  [does not display Course Goals]

My Skills

Description and Usage:

Users can see their Curriculum assignments and Skills Profile status.

  • If your organization does not use the Curriculum type of Accreditation, you can hide this icon.

The My Skills Page

Classic UI Equivalent

Classic Home > Curriculum Tab

Reports

Description and Usage:

Provides access to the Reporting function.

  • Dynamic – If enabled, it only appears for those users who have rights to some level of report access based on their role.
  • Portal Administrators can write reports and view all custom and Classic reports
  • Access to Report Writer and Classic reports is determined by Role. Results for all reports are scoped by managerial purview. Classic reports do not support Person-to-Person reporting relationships.

Classic LMS Reports
Report Writer

Classic UI Equivalent

My Learning Center menu  > Reports

Leads to the same Reports page in both interfaces.

Subscription Courses

Description and Usage:

Users can see Subscription-based courses assigned to their location by the portal administrator.

Dynamic – Only appears if the user is subject to a subscription at their location. This icon can be hidden if you do not use subscription programs.

Classic UI Equivalent

Classic Home – Available Subscription Courses section

Training Calendar

Description and Usage:

Users can display a variety of date-related events and enroll in offerings.

  • Scheduled training
  • Due dates for course or goal completion
  • Transcript and accreditation expiration dates
  • Instructor teaching assignments
  • Available offerings

Working with the Training Calendar

Classic UI Equivalent:

My Learning Center menu  > Courses > Training Calendar

Training Schedule

Description and Usage:

For users with an Instructor role, this page displays the instructor’s teaching schedule based on assigned offerings.  If you do not conduct instructor-led training, you can hide this icon.

 Dynamic: Only displays for instructors who have been assigned to teach at least one upcoming offering.

Classic UI Equivalent:

Classic Home – Teaching Schedule section

Training History

Description and Usage:

A user’s personal training history for courses and accreditations. Information displayed and completion certificates, if available,  can be downloaded. Views available:

  • Completed: shows all course completions and accreditation achievements in one view.
  • All Courses: shows all course transcripts in any status
  • All Accreditations: shows all accreditations in any status

Viewing Training History

Classic UI Equivalent:

Classic Home – History Tab

What's New

Description and Usage:

By default, this versatile page shares HTML content with that shown on the Classic Home page. Content can be configured for many purposes such as communications about new training, as a login landing page that links out to other pages or provides instructions, etc. 

Portal administrators can create/modify an HTML file for this content under Site Management > Edit HTML. They can choose which file displays by updating Site Management > LMS Information > LMS Branding > What’s New content.

Classic UI Equivalent:

Classic Home – Welcome area content controlled by default with the HTML file  home_page

Chat Support

Description and Usage:

**VISIBLE ONLY TO PORTAL ADMINISTRATORS WITH PAID USER-/ENROLLMENT-BASED SUBSCRIPTIONS**
Provides access to an online chatbot for basic questions that can be answered from ClientCare support content. Outstanding questions can be converted to help desk tickets.

Classic UI Equivalent:

Not applicable

Customer Portal

Description and Usage:

**VISIBLE ONLY TO OFFICIAL PORTAL ADMINISTRATORS WITH PAID USER-/ENROLLMENT-BASED SUBSCRIPTIONS**

Provides access to Latitude’s Zoho Help Desk for direct submission of tickets, management of previous tickets, and use of the online chatbot

If you provide Portal Administrator roles to others, but do not want them to have the ability to manage or make decisions about support tickets and requests, you should hide this icon and let authorized portal administrators use the direct URL provided by Latitude’s ClientCare team. 

Classic UI Equivalent:

Not applicable

Support

Description and Usage:

**VISIBLE ONLY TO PORTAL ADMINISTRATORS WITH PAID USER-/ENROLLMENT-BASED SUBSCRIPTIONS**

Provides a link to our ClientCare support website, which contains a number of documents and videos on how to use the LMS and its many features.

Classic UI Equivalent:

Also available by direct URL: https://support.latitudelearning.com/