To add a control to a page:

1. Select the page you want to add the control to from the Page Details section of the screen.

   

2. Click the Add Control button and select the required control on the System Configuration Commands ribbon.

   

   The control will be added to the page and will automatically be selected.

3. Enter the details of the control in the Control Details section.

   

The generic fields that apply to all control types are described in the following table.

4. Click Save.

   The selected control is added.

The Absence control is used to add the ability to record an absence. To add an absence control, click the Add Control button and select the Add Absence option on the System Configuration Commands ribbon.

This control is only available if a valid AbsenceReporting licence is held.

You can enter the details of the Absence control in the Control Details section.

The fields for the absence control are described in the following table.

The ConfirmationPageText and NoEvidenceText columns are also added when an Absence control is added.

The additional fields on the Column Details section for these columns are described in the following table.

The Angular control is used to create pages with the Angular framework.

To add an Angular control, click the Add Control button and select the Add Angular option on the System Configuration Commands ribbon.

You can enter the details of the angular control in the Control Details section.

The fields for the angular control are described in the following table.

The breadcrumb control is used to add breadcrumb links to pages and show progress through a set of pages in a configurable visual way. The control is data-driven, so can have any number of pages. To add a breadcrumb control, click the Add Control button and select the Add Breadcrumb option on the System Configuration Commands ribbon.

Each step that is added to the breadcrumb control can be static, or a dynamic link to another page. This allows you to control navigation (for example: allow users to navigate to pages that they have already visited, but prevent navigation to pages further along in the wizard until they have completed the current page).

You can enter the details of the breadcrumb control in the Control Details section.

The fields for the breadcrumb control are described in the following table.

You can add a column to the breadcrumb control and configure various aspects relating to the breadcrumb links in the following fields:

• Display Text - controls the text shown on the breadcrumb step, and also sets the tooltip on the associated image

• Image Path - use to add an optional image (for example: Images/user16.png), which is included in a path relative to the root of the website

When the required details have been entered and the changes saved, the breadcrumb links will be displayed on the page.

The Buzz control can be configured to send Engage messages to a single user or a group of users (that is: learners or members of staff/anyone with a person code). To add a Buzz control, click the Add Control button and select the Add Buzz option on the System Configuration Commands ribbon.

This control is only available if a valid EBSBuzz licence is held.

You can enter the details of the Buzz control in the Control Details section.

The fields for the Buzz control are described in the following table.

Adding a Buzz control will also create a number of standard controls that allow you to configure various aspects of the design.

The BuzzStandard contains the minimum necessary populated fields to send an Engage message. All fields can be pre-populated on page load, either from static or dynamic text from a data link (for example: Engage text might be pre-populated as 'Hi Michael'). The following can also be configured:

• DISP_SEND_BUZZ - the control title which can be static or driven from a data link
• DISP_MESSAGE and BUZZ_MESSAGE - the Engage message and label
• DISP_SEND - the send button text which can be configured

When the required details have been entered and the changes saved, the Send Message section (accessed from the Engage tab) will be displayed on the page so you can send Engage messages to learners.

The custom HTML control enables you to add, or amend existing, raw HTML to pages. To add a custom HTML control, click the Add Control button and select the Add Custom HTML option on the System Configuration Commands ribbon.

You can enter the details of the custom HTML control in the Control Details section.

The custom HTML control can show content from data links, by putting the control in a layout formatter that is linked to the appropriate data link.

The fields for the custom HTML control are described in the following table.

The email control can be configured to send emails to a single user or a group of users (that is: learners or members of staff/anyone with a person code). To add an email control, click the Add Control button and select the Add Email option on the System Configuration Commands ribbon.

You can enter the details of the email control in the Control Details section.

The fields for the email control are described in the following table.

Adding an email control will also create a number of standard controls that allow you to configure various aspects of the design.

The HeaderFormatter controls the displayed title (for example: Send Email). This may be data-driven.

The EmailStandard contains the minimum necessary populated fields to send an email. All fields can be pre-populated on page load, either from static or dynamic text from a data link (for example: email subject might be pre-populated as 'Regarding course application for Michael Hogan'). The following can also be configured:

• DEF_TO - the recipient email address which can be hidden if populated from a data link
• DISP_SUBJECT and SUBJECT - the email subject label and text box
• DISP_BODY and BODY - the email body label and text box

• DISP_SEND - the send button text which can be configured

  The Lockdown column on this control can be used to determine whether or not the button is enabled (for example: disable if the learner does not have an email address, or has asked not to be contacted by email).

When the required details have been entered and the changes saved, the Send Email section will be displayed on the page so you can send emails to learners.

The evo calendar control can be configured to display an interactive calendar. The control takes events from shape and displays . You can control if an event is shown on this calendar using the Event Type reference data. The colour of the icons shown is also taken from the same place.

You can enter the details of the evoCalendar control in the Control Details section.

The fields for the EvoCalendar control are described in the following table.

The grid control is used to display tabular data. To add a grid control, click the Add Control button and select the Add Grid option on the System Configuration Commands ribbon.

The following restrictions apply in Ontrack Designer when configuring grids to ensure data can be displayed correctly on pages:

• Grids cannot be added to layout formatters if that layout formatter (or a parent/grandparent and so on) have a data link associated with it
• If a layout formatter or any descendant of it contains a grid then it cannot have a data link associated with it

You can enter the details of the grid control in the Control Details section.

The fields for the grid control are described in the following table.

There is a further section under these fields that displays the Column Details.

The fields for column details are described in the following table.

The Row Details section enables you to add further information to rows on a grid. This is expanded by clicking the arrow button on the left hand side of the row, which will then expand to display the additional information.

To enable row details for a grid:

1. Click the Add Control button and select the Add Standard option on the System Configuration Commands ribbon.

   

2. Select the data link the row will generate it's values from by selecting from the Data drop-down field.

   

3. Click the Generate Columns button on the System Configuration Commands ribbon to add all columns associated with the data link.

   

   You can remove any columns you do not want to view in the row details by selecting the column under the standard control and clicking the Delete Column(s) button.

   

4. Return to the grid you have created and scroll down to the Row Details section and select the Standard control from the drop-down list.

   

5. Select which size screens will use the row details functionality by selecting the relevant check box.

   

6. Click Save.

   The row details are saved.

The intel chart control is used to embed BI charts on pages. If included on a page that is browsed to by a user that does not have access to the BI chart, the chart will be collapsed and hidden. To add an intel chart control, click the Add Control button and select the Add Intel Chart option on the System Configuration Commands ribbon.

This control is only available if a valid BusinessIntelligence licence is held.

You can enter the details of the intel chart control in the Control Details section.

The fields for the intel chart control are described in the following table.

When the required details have been entered and the changes saved, the BI charts will be displayed on the page.

The user of EBS Ontrack Hub must also have a matching BI user for the charts to be visible.

The Power Bi chart control is used to embed Power BI dashboards and charts in EBS Ontrack. To add a Power BI chart control, click the Add Control button and select the Add Power Bi Chart option on the System Configuration Commands ribbon.

You can enter the details of the Power Bi chart control in the Control Details section.

The fields for the Power Bi chart control are described in the following table.

When the required details have been entered and the changes saved, the Power BI chart will be displayed on the page.

Users with a valid PowerBIConnector licence, which is available free of charge on request, can view PowerBI dashboards and charts in EBS Ontrack.

The layout formatter control is used to display label and field type data. To add a layout formatter control, click the Add Control button and select the Add Layout Formatter option on the System Configuration Commands ribbon.

A layout formatter can be used to display single or multiple rows of data, dependent on the data link assigned to the control.

You can enter the details of the layout formatter control in the Control Details section.

The fields for the layout formatter control are described in the following table.

The progress indicator control is used to add progress indicators to pages and show progress in a configurable visual way. The control is data-driven, so can have any number of progress steps. To add a breadcrumb control, click the Add Control button and select the Add Progress Indicator option on the System Configuration Commands ribbon.

You can enter the details of the progress indicator control in the Control Details section.

The fields for the progress indicator control are described in the following table.

When the required details have been entered and the changes saved, the progress indicators will be displayed on the page.

The progression control is used to progress learners. To add a progress control, click the Add Control button and select the Add Progression option on the System Configuration Commands ribbon.

You can enter the details of the progression control in the Control Details section.

The fields for the progression control are described in the following table.

Register summaries can be viewed on the LearnerRegisters page. This page consists primarily of a register review control and an associated data link. To add a register review control, click the Add Control button and select the Add Register Review option on the System Configuration Commands ribbon.

The register review control is designed to display a configurable set of columns on the left-hand side of the control and then the slot information for the learner on the right-hand side of the control. Data columns can be configured onto the left-hand side of the control. The slot information displayed on the right-hand side of the control is fixed and based on the data link query assigned to the control. The data link query that provides data for the control must provide a row for each row to be displayed, multiplied by the number of slots displayed in the right-hand side of the control.

You can enter the details of the register review control in the Control Details section.

The fields for the register review control are described in the following table.

The search control is used to add a search to a page. To add a search control, click the Add Control button and select the Add Search option on the System Configuration Commands ribbon.

You can enter the details of the search control in the Control Details section.

The fields for the search control are described in the following table.

The SMS control can be configured to send SMS messages to a single user or a group of users (that is: learners or members of staff/anyone with a person code). To add a SMS control, click the Add Control button and select the Add SMS option on the System Configuration Commands ribbon.

You can enter the details of the SMS control in the Control Details section.

The fields for the SMS control are described in the following table.

Adding a SMS control will also create a number of standard controls that allow you to configure various aspects of the design.

The SMSStandard contains the minimum necessary populated fields to send an SMS. All fields can be pre-populated on page load, either from static or dynamic text from a data link (for example: SMS text might be pre-populated as 'Hi Michael'). The following can also be configured:

• DISP_SEND_SMS - the control title which can be static or driven from a data link
• DISP_MESSAGE and SMS_MESSAGE - the SMS message and label

• DISP_SEND - the send button text which can be configured

  The Lockdown column on this control can be used to determine whether or not the button is enabled (for example: disable if the learner does not have a mobile phone number, or has asked not to be contacted by SMS).

When the required details have been entered and the changes saved, the Send SMS section will be displayed on the page so you can send SMS messages to learners.

The standard control enables you to add data that will display on a page (that is: this data is generated from data links that have been added to the page and can be selected from the Data drop-down field). To add a grid control, click the Add Control button and select the Add Standard option on the System Configuration Commands ribbon.

You can enter the details of the standard control in the Control Details section.

The fields for the standard control are described in the following table.

There is a further section under these fields that displays the column details.

The fields for column details are described in the following table.

The Tab control is used to display different controls on a series of tabs (for example: a Tab control is used on the default Homepage in order to display different search controls on different tabs). To add a tab control, click the Add Control button and select the Add Tab option on the System Configuration Commands ribbon.

Tab controls are designed to be used in conjunction with data formatters. The tab control is configured in the required position on the page and then data formatters are used to provide the actual tabs. Each separate data formatter that is a child control of the tab control will be displayed as a separate tab.

You can enter the details of the tab control in the Control Details section.

The fields for the tab control are described in the following table.

A number of data formatters can be added to the tab control. Each data formatter will comprise a different tab on the tab control.

To add a data formatter to a tab:

1. Select the required tab control.

   

2. Click the Add Control button and select the Add Layout Formatter button on the System Configuration Commands ribbon.

   

   The layout formatter control will display as a child control for the tab control.

   

3. Enter the details for the layout formatter.

4. Click Save.

   The layout formatter is added to the tab control.

The validation control is used to display warning and error messages on a page. This would form part of a layout formatter control. To add a validation control, click the Add Control button and select the Add Validation option on the System Configuration Commands ribbon.

You can enter the details of the validation control in the Control Details section.

The fields for the validation control are described in the following table.

To delete a control from a page:

1. Select the control you want to delete from the Page Details section of the screen, and then click the Delete Control button on the System Configuration Commands ribbon.

   

   The Delete Control message is displayed.

   

2. Click OK to confirm the deletion.

   The control is deleted from the page.