Tools Guides Overview
Tools provide users with personalized, one-click access to the systems most relevant to them.
The Tools Guides Overview provides information that is essential to utilizing additional Tools Guides. It is advised to begin with the Tools Guides Overview before proceeding.
Create Tools that are clearly organized so that users who need to view or edit specific information have the ability to do so.
- Portal Admin should consider Tools appropriate for each Tool Category.
- Portal Admin should consider Tool information.
- Portal Admin should create a Tool based on user needs.
- Clearer communication of important information
- Empowered users with defined object permissions
- Focused Tool information and organization
Create a Tool
Consider the following items when setting up a Tool on the platform:
Name: The Tool name should be contextual and easily identifiable for all users.
Short Description: The Tool description should contain a clear and concise explanation of the Tool.
Tool URL Address: The Tool URL must include https:// before the URL domain name.
Tool Category: Tool Categories ensure organization in the left-hand menu.
Required/Optional Preference: Tools can be marked as required or optional. Required Tools will persist in the left-hand menu. Optional Tools can be found using search, or on the “All Tools” page. Users can personalize their menu by adding Tools to their menu or favoriting optional Tools they use often. A Tool should only be set as ‘required’ if it is a critical system.
Tool Visibility: A Tool can be made visible to every user, or just to specific roles. A Tool linking to the faculty center website featuring grading expectations may be made visible to faculty, and not to students.
Labels: Adding labels makes the Tool more discoverable in search.