What are Impact Tool Categories?

Tool categories provide you with the ability to show or hide out-of-the-box content related to specific functionalities or tools that are or are not relevant to your institution and can be managed from your Dashboard.

Note: If a tool category is hidden, any contexts assigned to that particular tool category are not visible in the overview.

Where are tool categories applied and how do they behave?

Tool categories are applied to out-of-the-box contexts, monitors, support center categories, individual support articles, reporting templates, and reporting template categories. The behavior of each of these is outlined below.

Contexts

Contexts

In Global Navigation, click the Settings icon [1]. Then hover the cursor over the Settings menu [2] and click the Contexts icon [3].

The table displays the Tool category column [4]

Notes:

  • Contexts that are related to a specific tool have a tool category assigned to them.
  • If the Tool category is not visible, enable the Tool category field.
  • If a context that has an assigned tool category is attached to an article, message, or support center category, the tool category must be toggled On to make use of any of the content to which the context is attached.

Monitors

Monitors

In Global Navigation, click the Settings icon [1]. Then hover the cursor over the Settings menu [2] and click the Activity Monitors icon [3]

The table displays the Tool category column [4].

Note: Monitors that are related to a specific tool have a tool category assigned to them. If a monitor lives inside a reporting template and the visibility of the tool category is toggled hidden, the monitor is not visible in your reporting template or in your insights.

Messages

Messages

In Global Navigation, click the Messages link [1].

The table displays the Tool category column [2].

Note: Messages that are related to a specific tool may have a tool category assigned. If the assigned tool category is toggled to hidden, the visibility of your message is also considered hidden. A tooltip inside your Dashboard explains why your message isn’t visible.

Support Center Categories

Support Center Categories

In Global Navigation, click the Support link [1].

The table displays the Tool category column [2].

Notes: If a tool category is applied to a support center category, and the tool category is toggled to hidden, the support center category is not visible to you inside your dashboard or to the end user inside the LMS.

Reporting Templates

Reporting Templates

In Global Navigation, click the Settings icon [1]. Then hover the cursor over the Settings menu [2] and click the Reporting Templates icon [3].

Notes:

  • Some reporting templates have a tool category attached at the top level, which provides you with the ability to completely hide the whole report for a cleaner dashboard both inside the reporting templates page and within your insights.
  • When two tool categories are applied to the same item, then both Tool Categories need to be toggled to be visible in order for this item to be visible.
  • If a tool category is applied to a sub-category inside a reporting template and that tool category is toggled to hidden this subcategory will not be visible in the reporting template nor in your insights.