End-User Visual Menu Map (Before vs After)
BEFORE NAVIGATION
My Dashboard
Transcript
Compliance
Compliance Details
Calendar
Catalog
Marketplace
Submit External Credit (Profile Menu)
My Jurisdictions (Profile Menu)
AFTER NAVIGATION
MY DASHBOARD
My Learning
├─ Transcript
├─ Activities*
├─ Programs*
└─ Learning Plans*
(*Tabs vary by firm configuration)
My Compliance
├─ View Details → opens Compliance Details
└─ Manage My Jurisdictions
My Approval Requests
└─ Request External Credit
(when approval workflows are enabled)
CONTENT
Calendar
Catalog
Marketplace
PROFILE MENU
Submit External Credit
(only appears if approval workflow is NOT required)
Administration Visual Menu Map (Before vs After)
BEFORE NAVIGATION
Manage Training
People
Manage Attendees
Approvals
Reports
Catalogs
Notifications
Venues
Firm Compliance
AFTER NAVIGATION
MANAGEMENT
│
├── Training (formerly Manage Training)
│
├── Users (formerly People)
│ ├─ People tab
│ ├─ Groups tab
│ └─ Admin Roles tab
│
├── Attendees (formerly Manage Attendees)
│ ├─ Internal tab
│ └─ Subscribers tab*
│
├── Firm Compliance
│
├── Approval Requests (formerly Approvals)
│ └─ Approval Workflow Settings
│
├── Reports
│
├── Catalogs
│ └─ Catalog Settings
│
├── Notifications
│ ├─ Add Notification
│ └─ Notification Settings
│
└── Venues
*Subscribers tab appears for firms using Multisite