Navigating the Terms & Conditions Dashboard

Learn how to navigate and manage your Terms & Conditions Dashboard

Last Updated

January 29th, 2019

Reading Time

4 min

User Level

Introduction

Once you’ve enabled the option that your LMS users must accept Terms & Conditions, and you’ve created and configured Terms & Conditions, you can then view the Terms & Conditions Dashboard in your platform’s Reports area to view graphs and statistics relating to how your users have interacted with the Terms & Conditions. This article outlines how to view and navigate your way around the dashboard.

Accessing the Dashboard

To view the Terms & Conditions Dashboard, log into your platform as the Superadmin, then access the Admin Menu from the gear icon the top right corner. In the Admin Menu, select the Reports item in the E-Learning section. On the reports page, find the Terms & Conditions Dashboard section, then press the View button. You will then be redirected to the Terms & Conditions Dashboard.

Terms & Conditions Accessing Dashboard

Overview of the Dashboard

When viewing the dashboard, you will see various sections displaying information referring to the answers given by your users to the Terms & Conditions to which they’ve been assigned. The dashboard is divided into three main areas: Terms & Conditions Overview, Terms & Conditions Agreement Timing, and Users. Refer to the corresponding sections below to learn about each area.

In the top left corner of the report, you’ll see two icons: a folder icon and a filters icon. By pressing the folder icon, you can then select a branch for which you want to display the data in the dashboard. Once you select a branch, the dashboard will automatically reload, and each section will display data and information calculated by only using the users included in that branch, and any sub-folders within that branch.

If you’ve set up different Terms & Conditions for different subdomains that are assigned to your branches using the Multidomain app, this dashboard will show you results for all branches assigned to all subdomains by default. You should select a domain to view in the dashboard using the folder icon in order to view the dashboard for a specific subdomain assigned to that branch.

Terms & Conditions Dashboard Overview

By pressing the filters item, you can select a few filtering options for the dashboard. In the Quick Filters tab of the slideout panel, flag whether you want to view data related to all versions of the Terms & Conditions, or just the most recent version of the Terms & Conditions. Then, flag whether you want to hide deactivated users from this dashboard, meaning that the data in each section will be recalculated to only include active LMS users.

In the Advanced Filters tab on the slideout panel, press the Add Filter button to add a filter. You can add the following advanced filters: Terms & Conditions name, version or acceptance status. Once you’ve added filters, the dashboard will automatically refresh using the applied filters.

To download a PDF of the dashboard, press the PDF button in the top right corner of the report. Alternatively, press the arrow icon next to it to download a CSV file of the report. Once you press the arrow icon, select an option below: export all fields of the dashboard via CSV, or just the currently visible fields displayed on the dashboard.

Terms & Conditions Overview Section

This section displays the percentages of total users that have accepted, rejected, or not answered the most current Terms & Conditions to which they’ve been assigned. The donut graph shows the total number of users calculated in the center. Hover your mouse over each section of the donut graph to view the total number of users that have accepted, rejected, or not answered the Terms & Conditions.

Terms & Conditions Overview Section

Terms & Conditions Agreement Timing Section

This section displays a bar chart showing the percentage of users that accepted, not answered or rejected the latest version of the Terms & Conditions to which they’ve been assigned in less than a day, a week, a month, a year or more than a year from the latest assignment. Hover your mouse over each section of each bar to see the total number of users calculated into the percentage. Users that have not yet answered the Terms & Conditions are calculated into the Not Available section of each bar in the graph.

Terms & Conditions Agreement Timing Section

Users Section

In the Users section, you will see a list of every user that has been assigned Terms & Conditions. In each user’s row, you will see the username, the name of the Terms & Conditions to which they’re assigned, the latest version of the Terms & Conditions that they’ve accepted and if this version is the most current version of that Terms & Conditions, their last login date, the name of the domain to which they belong (if you’re using the Multidomain app), the acceptance status and the date in which they answered to the Terms & Conditions.

Terms & Conditions Users Section

By pressing a username in the list, you will be redirected to a page displaying Terms & Conditions information related to that specific user, including a list of all of the Terms & Conditions to which he or she has been assigned over time and various data related to each Terms & Conditions. Press the Terms & Conditions’ title to view more details related to how the user interacted with it.

On the next page, you will see the full Terms & Conditions that was presented to the user in the user’s platform language. Below, you can see the user’s answers to any acceptance messages or sub-policies related to the Terms & Conditions.