Onboarding Tour and Handbook Settings

Onboarding and Just In Time (JIT) training is an important part of ensuring student and teacher success in Delphinium. To make sure that students know how to effectively use a Delphinium layout, the Delphinium Configuration AI creates a "Handbook" and "Tour" for each layout.

In addition, teachers and designers can add custom steps to the handbook and tour to explain aspects of a course that are unique or relevant. Custom steps can be copied from one course to another, and custom steps can be saved by Canvas Admins into Delphinium layout templates and applied to other courses.

Note: The first time a user opens a Delphinium Layout, the Tour will begin automatically to orient them to how the course layout works.

If you edit your Delphinium layout, the Delphinium Configuration AI will automatically update the "Handbook" and "Tour" automatically. If you have custom steps, the Configuration AI will attempt to keep them in the correct order in the tour, but you should confirm the steps are like you want them after you change a template.

Edit Onboarding Tour and Handbook Steps

On the Delphinium page, in Teacher or Periscope View, click the Settings icon in the top right corner of the page

The "Settings" dialog will open.

Click the Tour tab in the "tab bar" at the top of the "Settings dialog".

The “Tour” tab will be displayed, showing the "Tour Step List"

Tour Step List

"Tour Steps" are displayed in the "Tour Step List" on the "Tour Tab". "Steps" are displayed as rows containing summary information for a step and controls for reordering and editing a step. A tool bar above the "Tour Step List" also provides some controls, described below.

Change Steps Order - Click and drag the six dot drag handle to the right of a step row to change the order of steps.

Note: Steps anchored to the same Delphinium component will always be displayed together, regardless of where the step appears in the step list. This ensures that the tour can efficiently guide users through all the steps. So, you can change the order of steps for a specific component, but you cannot cause tour steps to bounce back and forth between components.

Edit Default Steps - Default steps are created by the Delphinium Configuration AI and provide brief explanations for every Delphinium component. If you would like to customize a step to better match your course design, you can click the Edit button in the step's row in the "Tour Step List". The "Edit Step" window will appear. Details for editing a step are described below.

Add New Custom Steps - If you would like to add a step to the course tour that helps your students orient to your course, you can click + New Step to add a custom step to the "Step List" . The "Edit Step" window will appear. Details for editing a step are described below.

Delete a Custom Step - If you decide later to delete a custom step you have created, you can click the Trash icon button in that step's row to remove it. This action cannot be undone. If you prefer, you can disable a step so that it is still available, but not visible in the "Tour" or "Handbook Table of Contents". You cannot delete default steps, but you can edit them, as described above.

Disable a Step - You can disable a step so that it is still available, but not visible in the "Tour" or "Handbook Table of Contents". The enabled/disabled status of a step is displayed as an icon in it's row. Change this status by editing the step, described below.

Reset Tour Steps - If you like, you can reset a tour to the Delphinium Configuration AI's default. This will delete all custom steps and any edits you have made to default steps. This action CANNOT be undone.

Edit or Create a Step

Note: You will need to scroll down to view all of the settings described below.

Title - Add a tile for your step. This title will be displayed in the "Handbook Table of Contents" and in the "Tour Step List".

Type - If set to "Normal" then both students and teachers will be able to see the step in the "Tour" and "Handbook Table of Contents". If set to "Teacher" then only teachers will see the step. This is useful for steps designed to instruct teachers or designers to use a Delphinium layout or some aspect of a course.

Disable Step - If set to "Yes", this step will not be displayed in the "Tour" or "Handbook Table of Contents".

Border - If set to "Yes", the step's target element in the layout will be given a dark blue-gray border. This can be useful when drawing user's attention to a specific element in the user interface.

Click on Target - If set to "Yes", the step tool tip will not contain a "Next" button and the user will need to click on the step's configured target to continue to the next step.

Header - If set to "Yes", this step will not be displayed in the tour. It will not have a message or a target. It will be displayed as a header in the "Handbook Table of Contents" and steps below it in the "Tour Step List" will appear as "bullets".

Target - Target refers to the interface element that the tool tip will be anchored to. For example, if you set a step's target to be the box around the Avatar component, the step's tool tip will point to that box when activated.

Click Select Target to select a target for the step. The "New" or "Edit" step window, and the "Tools" window will be hidden and the page background will change to yellow. Mouse over elements on the page, if the element is a possible step target, a dark blue border will appear around it (see image to the right for an example). Click the target to select it or the "Esc" key to return to the "Edit Step" window and a code will appear in the "target text field box" that indicates the new target element you have selected.

Note: If you leave the "Target" blank, the step tool tip will be displayed center of the screen. This can be useful for informational steps that are not tied directly to a specific page element.

Note: If the target for a step is not displayed on a page, that step will not be displayed in the "Tour" or "Handbook Table of Contents". For example, Tools for editing course settings are not available in student view, so steps tied to tools are not displayed in student view. Or, if you remove a component from the layout, it's steps will not be displayed until you restore it.

Message - Message refers to the message displayed in a step's tool tip. In this text box you can craft a message with a variety of styles, links, videos, and images. You can also include variable text that will be customized for each user, like course name and student name.

Placement - Placement refers to where a tool tip is displayed in relation to the step target: top, bottom, left, or right. This is an advanced setting, by default steps will be assigned to the placement that works best on the page. However, the default placement may not be optimal and you may want to configure this setting manually. For example, in a specific layout, auto placement might cause the tool tip to cover an important part of the user interface.

Width - Width refers to how wide the tool tip. This is an advanced setting, by default the width is set to 275 pixels.

Save and Make a New Step - When you are done editing, if you want to create another step, you can click Save and Make a New Step. The step will be updated and an empty Edit Step form will appear.

Save - When you are done editing, click Save to save and return to the "Tour Step List"

Onboarding Tour and Handbook Settings

Edit Onboarding Tour and Handbook Steps

Tour Step List

Edit or Create a Step

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