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  1. Moodle
  2. MDL-72783

Add new user tours

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Details

    • MOODLE_400_STABLE
    • MOODLE_400_STABLE
    • MDL-72783-master-7
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      Fresh install

      1. Create a fresh Moodle installation with the patch.
      2. After installation, log in as an admin and go to Site administration / Appearance / User tours.
      3. Confirm that you see 4 user tours:

       

      Name Description
      Block drawer Where blocks can be found on the Dashboard
      Course management Course management options on the My courses page
      Course editing Edit mode, drag and drop of activities and posting announcements in a course
      Course index Where to browse through activities in a course

       

       

      Upgrade

      1. Create a fresh Moodle installation without the patch.
      2. Doing the upgrade.
      3. After the upgrade, log in as an admin and go to Site administration / Appearance / User tours.
      4. Confirm that you see 4 user tours:
      Name Description
      Block drawer Where blocks can be found on the Dashboard
      Course management Course management options on the My courses page
      Course editing Edit mode, drag and drop of activities and posting announcements in a course
      Course index Where to browse through activities in a course

      Setup for the next testing

      1. Log in as admin.
      2. Create a course or use an existing one.
      3. Create a student and a teacher account.
      4. Enrol the created accounts to the Course.
      5. Navigate to Site administration / User / Permissions / Assign system roles.
      6. Click on Course creator.
      7. Assign the teacher account to the Course creator role.

      User tour for Teacher

      1. Log in as a teacher.
      2. Go to Dashboard.
      3. Verify that you will see a User tour with the below content:
        • Title: Expand to explore!
        • Content: [Picture] This side panel can contain more features.
        • End button's text: Got it
      4. Go to My Courses.
      5. Verify that you will see a User tour with the below content:
        • Title: Courses and categories
        • Content: [Picture] Add, copy, delete and hide courses from this menu.
        • End button's text: I understand
      6. Go to the created Course.
      7. Verify that you will see a User tour with the below content:
        1. Tour 1:
          • Title: Activate edit mode
          • Content: [Picture] Add new content or edit existing content.
        2. Tour 2:
          • Title: Course index
          • Content: [Picture] Drag and drop activities to re-order course content.
        3. Tour 3:
          • Title: Something to tell everyone?
          • Content: [Picture] Post important news here.
          • End button: Got it

      User tour for student

      1. Log in as a student.
      2. Go to Dashboard.
      3. Verify that you will see a User tour with the below content:
        • Title: Expand to explore!
        • Content: [Picture] This side panel can contain more features.
        • End button's text: Got it
      4. Go to the created Course.
      5. Verify that you will see a User tour with the below content:
        • Title: Find your way around
        • Content: [Picture] Browse through activities and track your progress.
        • End button's text: Got it

      Tour name and description can be translatable

      1. Log in as admin.
      2. Go to Site administration / Appearance / User tours.
      3. Click on the "Create a new tour" link.
      4. Input as below:
        • Name: tour_activityinfo_activity_student_title,tool_usertours
        • Description: tour_activityinfo_activity_student_content,tool_usertours
      5. Click on Save changes.
      6. Verify that you will see a tour with a name called "New: Activity information".
      7. Verify that you will see a tour with a description is "information  Activity dates plus what to do to complete the activity are shown on the activity page."
      Show
      Fresh install Create a fresh Moodle installation with the patch. After installation, log in as an admin and go to Site administration / Appearance / User tours. Confirm that you see 4 user tours:   Name Description Block drawer Where blocks can be found on the Dashboard Course management Course management options on the My courses page Course editing Edit mode, drag and drop of activities and posting announcements in a course Course index Where to browse through activities in a course     Upgrade Create a fresh Moodle installation without the patch. Doing the upgrade. After the upgrade, log in as an admin and go to Site administration / Appearance / User tours. Confirm that you see 4 user tours: Name Description Block drawer Where blocks can be found on the Dashboard Course management Course management options on the My courses page Course editing Edit mode, drag and drop of activities and posting announcements in a course Course index Where to browse through activities in a course Setup for the next testing Log in as admin. Create a course or use an existing one. Create a student and a teacher account. Enrol the created accounts to the Course. Navigate to Site administration / User / Permissions / Assign system roles. Click on Course creator. Assign the teacher account to the Course creator role. User tour for Teacher Log in as a teacher. Go to Dashboard. Verify that you will see a User tour with the below content: Title: Expand to explore! Content: [Picture] This side panel can contain more features. End button's text: Got it Go to My Courses. Verify that you will see a User tour with the below content: Title: Courses and categories Content: [Picture] Add, copy, delete and hide courses from this menu. End button's text: I understand Go to the created Course. Verify that you will see a User tour with the below content: Tour 1: Title: Activate edit mode Content: [Picture] Add new content or edit existing content. Tour 2: Title: Course index Content: [Picture] Drag and drop activities to re-order course content. Tour 3: Title: Something to tell everyone? Content: [Picture] Post important news here. End button: Got it User tour for student Log in as a student. Go to Dashboard. Verify that you will see a User tour with the below content: Title: Expand to explore! Content: [Picture] This side panel can contain more features. End button's text: Got it Go to the created Course. Verify that you will see a User tour with the below content: Title: Find your way around Content: [Picture] Browse through activities and track your progress. End button's text: Got it Tour name and description can be translatable Log in as admin. Go to Site administration / Appearance / User tours. Click on the "Create a new tour" link. Input as below: Name: tour_activityinfo_activity_student_title,tool_usertours Description: tour_activityinfo_activity_student_content,tool_usertours Click on Save changes. Verify that you will see a tour with a name called "New: Activity information". Verify that you will see a tour with a description is "information  Activity dates plus what to do to complete the activity are shown on the activity page."
    • 1
    • HQ Team International CI H2-21, HQ Team International CIH2-212, HQ Team International CIH2-213, HQ Team International CIH2-214, HQ Team International CIH2-215

    Description

      Page: Dashboard
      Target: Block panel toggle
      Roles: Student / Teacher / Admin (All roles)
      Title: "Expand to explore!"
      Message: "Each page may contain different functionalities in the side panel"
      Confirmation button: "Got it!"
      Image: tour_dashboard_1.png
      Example:

       

      Page: My courses
      Target: Menu icon
      Roles: Teacher / Admin / Whichever user has access to this menu
      Title: "Courses and categories"
      Message: "Expand this menu to go to the course management page, where you can duplicate, delete courses and much more"
      Confirmation button: "I understand"
      Image: tour_mycourses_1.png
      Example:

       

      Page: Course page (1 of 3) - Admin
      Target: "Edit mode" toggle
      Roles: Teacher / Admin / Users with permission to turn on edit mode
      Title: "Activate editing mode first"
      Message: "Add new resources to this course or edit the existing ones"
      Confirmation button: "Next (1/3)"
      Image: tour_course_admin_1.png
      Example:

       

      Page: Course page (2 of 3) - Admin
      Target: Course index container
      Roles: Teacher / Admin
      Title: "Course index"
      Message: "Drag and drop the activities to easily re-order the course content"
      Confirmation button: "Next (2/3)"
      Image: tour_course_admin_2.png
      Example:

       

      Page: Course page (3 of 3) - Admin
      Target: Announcements forum
      Roles: Teacher / Admin
      Title: "Something to say?"
      Message: "Use this forum to keep in touch with everyone enrolled on this course"
      Confirmation button: "Cool, thanks!"
      Image: tour_course_admin_3.png
      Example:

      Note: This third step was added last minute since it's mandatory for us to include an "Announcements forums" for each course page when they are created. Neither this step, its image or text was properly tested at this point.

       

      Page: Course page - Student
      Target: Course index container
      Roles: Student
      Title: "Don’t get lost!"
      Message: "Use the course index to quickly browse through the activities and to keep your progress under control"
      Confirmation button: "Cool, thanks!"
      Image: tour_course_student_1.png
      Example:

      Attachments

        1. course_admin_1_example.png
          course_admin_1_example.png
          282 kB
        2. course_admin_2_example.png
          course_admin_2_example.png
          266 kB
        3. course_admin_3_example.png
          course_admin_3_example.png
          291 kB
        4. couse_student_example.png
          couse_student_example.png
          964 kB
        5. dashboard_example.png
          dashboard_example.png
          315 kB
        6. Fresh install_Screenshot.PNG
          Fresh install_Screenshot.PNG
          81 kB
        7. MDL-72783 lang string id.png
          MDL-72783 lang string id.png
          50 kB
        8. MDL-72783 lang string id edit.png
          MDL-72783 lang string id edit.png
          44 kB
        9. mycourses_example.png
          mycourses_example.png
          273 kB
        10. Tour name and description can be translatable_Screenshot.PNG
          Tour name and description can be translatable_Screenshot.PNG
          83 kB
        11. Upgrade_Screenshot.PNG
          Upgrade_Screenshot.PNG
          80 kB
        12. user_tour_images.zip
          136 kB
        13. User Tour for Student_Screenshot.png
          User Tour for Student_Screenshot.png
          115 kB
        14. User Tour for Teacher_Screenshot.png
          User Tour for Teacher_Screenshot.png
          310 kB

        Issue Links

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            People

              huongn@moodle.com Huong Nguyen
              rafaellechugo Rafael Lechugo
              Simey Lameze Simey Lameze
              Andrew Lyons Andrew Lyons
              Gladys Basiana Gladys Basiana
              Andrew Lyons, Huong Nguyen, Jun Pataleta, Michael Hawkins, Shamim Rezaie, Simey Lameze
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              Dates

                Created:
                Updated:
                Resolved:
                19/Apr/22

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