Site Tours — Create a Site Tour

Quick Reference Guide (QRG)

Audience: Main Admin, Sub Admin

Overview

The Site Tours tab allows admins to create guided tours of the student interface. Tours highlight navigation items and dashboard cards, and can be configured to launch automatically on login, restart for returning users after a set period of inactivity, and mark a task complete on tour completion. A tour can be assigned to all students and instructors or to a specific user group with a custom dashboard template applied.

Enabled Permissions Required to Complete the Following Steps

• Site Tours (Sub Admin, User Group Admin)

Note: User Group Admin and Sub Admin without access to complete these steps should review Permissions with a Main Admin.

Enable Site Tours

Note: Enabling Site Tours requires access to General Settings and is available to Main Admin only. For full General Administration tab settings, see General Settings — General Administration Tab.

1. From Admin Navigation, click General Settings.
2. Click the General Administration tab.
3. Scroll to the Admin Navigation section.
4. Click the Site Tours check box.
5. Click Save Settings.
6. Refresh the browser. Site Tours now appears in Admin Navigation.

Add a Site Tour

Note: To assign a tour to a specific User Group, the group must have a User Group Dashboard Template applied. For steps, see General Settings — Student Dashboard Tab. To assign a tour to all students and instructors, no template is required.

1. From Admin Navigation, click Site Tours.
2. Click Add Site Tour.
3. Click Next.
4. Select a User Group from the User group drop-down menu, then click Next.
   • Select All Students & Instructors (system group) to apply the tour to all learners.
   • Select a specific User Group to apply the tour to that group only. Only User Groups with a dashboard template applied appear in this list.
5. Configure the tour settings:
   • Auto-Start Tour on Login — Automatically launches the tour when a student logs in. When unchecked, a Start Tour button appears on the Welcome card instead.
   • Allow Users to Skip Tour — Provides a button for students to exit the tour without completing it.
   • Restart tour if user has not logged in for [X] Days — Enter a number of days. The tour restarts for users who have been inactive for that period.
   • Mark Complete on Tour Completion — Select a Task content item to mark complete when the student finishes the tour. The task must be assigned to the User Group and must not require student approval to submit.
6. Configure Step 1. For each tour step, complete the following:
   • Type — Select Menu Navigation to highlight a navigation item, Welcome Cards Top Row or Welcome Cards Bottom Row to highlight a dashboard card, or Message Only to display a message without highlighting an element.
   • Menu item — Select the navigation item or welcome card to highlight (not applicable for Message Only).
   • Title — Enter a label for the highlighted element. Use the language tabs to add translations if the LMS is configured for multiple languages.
   • Description — Enter a description of what the student is seeing and any action they need to take. Use the language tabs to add translations.
   • Click to Advance — When checked, the student must click the highlighted element to proceed to the next step rather than clicking Next.
7. Click Add Tour Step to add another step. Repeat step 6 for each additional step.
8. Click Finish.

Edit a Site Tour

1. From Admin Navigation, click Site Tours.
2. Double-click the tour to open its properties.
3. Update settings as needed.
4. Click Save.

Delete a Site Tour

1. From Admin Navigation, click Site Tours.
2. Click the tour to select it.
3. Click Delete Selected.

Best Practices

Use Auto-Start Tour on Login with Allow Users to Skip Tour enabled to introduce learners to the interface without requiring them to complete the full tour. The Restart tour if user has not logged in for setting is useful for periodic or seasonal users who may need a refresher on navigation. Use Mark Complete on Tour Completion with a Task content item assigned to the User Group to track which learners have completed onboarding in reports.