Course Planner: Dashboard
When you open the Course Planner, you are taken directly to the Dashboard. It shows the implementations relevant to you, your upcoming events, and other key figures at a glance, without you first having to switch to the individual areas. The arrangement and selection of widgets (tiles) can be personalized, so each person sees the information that matters to them first.
The overview shows, for example:
- upcoming events,
- the buttons for accessing the areas/functions described below,
- as well as the search.
By entering a term in the search field, you can search for implementations, courses and events.
As with other searches, filters can be used to narrow down the search results.
Below the buttons and the search, the overview page shows an area with widgets (tiles) in a responsive layout: depending on the screen width, the arrangement of the tiles adjusts automatically.
A separator area labelled "Overview" visually separates this widget area from the buttons/launchers above it.
Implementation widget
The Implementations widget shows you the implementations relevant to you at a glance.
In the header area, you select a preselection via the main key figure "Relevant" or one of the other key figures ("Preparation", "Provisional", "Confirmed", "Pending memberships"). The table lists the corresponding implementations with external reference, title, structure, status as well as start and end date, sorted by start date.
Using the new "Pending memberships" filter, you can quickly find implementations for which memberships still need to be confirmed.
Use the Show all button to go to the full list of implementations.
Configure table widget
You can individually configure table widgets (e.g. the implementation widget) via the cogwheel icon in the widget:
- Main figure: Determines which key figure is displayed in the widget's title row.
- Key figures: A checkbox group lets you determine which other key figures are visible. The main key figure is always selected and cannot be deselected.
- Number of entries: Determines how many rows the table displays (5 to 15).
Use Save to apply the settings, use Cancel to discard them.
Member widget
The Participants widget shows the number of participants of the respective implementation.
If a maximum or minimum number of participants is defined, an additional note text supplements the key figure:
- If a maximum is set: "\<number> seats left"
- If a minimum is set: "\<number> to minimum"
- For fully booked or overbooked implementations, the corresponding message continues to appear.
The area below shows the persons responsible for the implementation with their role (e.g. coaches, master coaches, course owners, element owners).
Customize overview
Below the widgets, the "Customize overview" button is available, which lets you switch to edit mode.
Two areas are available in edit mode:
- Active widgets: Here you rearrange the widgets via drag & drop (move tile) or remove them.
- Available widgets: Here you find deactivated widgets, which you can reactivate via the "Add to dashboard" link. Newly added widgets are inserted at the end of the active widgets.
Note
For operation without a mouse (keyboard/screen reader), the actions "Move up" and "Move down" are additionally available.
Use Save to apply the changes and leave edit mode, use Cancel to discard them. Use "Reset dashboard" to restore the default setting.
As long as no personal configuration has been saved, the system default is used.
Important
Guests do not see the "Customize overview" button.
Note for system administrators
As a system administrator, you additionally have the actions "Save as system default" and "Reset system default" available in edit mode, to define the system default for all users without their own configuration.
Further information
Course Planner: Overview >
Course Planner: Products >
Course Planner: Implementations >
Course Planner: Events >
Course Planner: Certification programs >
Course Planner: Reports >