How can I use Out of the Box contexts in my Impact Dashboard?

Out of the Box contexts are visible to you and can be used from your Impact Dashboard. Out of the Box contexts can place messages in your Learning Management System, customize your Support Center Categories, and in your Inline Editor.

There are a few different workflows that you can use inside the dashboard to add contexts to items.

Notes:

  • Out of the Box contexts are created using global recognition rules and will appear across all courses. To generate a more specific context, you need to create a local context via the Inline Editor.
  • If you have more than one item (messages, stand-alone messages, messages within a campaign) in the same context, there is no set sequence for displaying items.

Open Contexts

Open Contexts

In Global Navigation, click the Settings link [1]. Thenclick the Contexts link [2].

Context Overview

Created by Column

From the Context Overview, it is easy to see which contexts are Out of the Box and which are locally created contexts, using the Created by column of the overview table.

Connect to Context

To add a specific Out of the Box context to a message, click on the context and on the Create Message button next to the item you would like to add. This context will automatically be added to the message or step.

Messages

Messages

You can add Out of the Box contexts within a message using the Connect to Context drop-down menu. Both Out of the Box and your locally created contexts will be listed here.

Support Center Category

Support Center Category

Out of the Box context visibility also means you can customize the contextualization of your Support Center easily. Within the Edit Category section of the Support Center, all Out of the Box and local contexts will be listed in the Connected Context drop-down menu, with the currently attached contexts at the top of the list and checked.

Support Center Category column

You can have multiple contexts connected to the same Support Category resulting in a category that will open on different pages.

It is not recommended to have more than one context attached to the Support Center Category as this can cause unwanted conflict within your Learning Management System.

Inline Editor

Contexts are generated in the dashboard when an action, such as adding a monitor or message is taken, on either the page or element-level context.

Inline Editor

If you have implemented no restrictions to the template from the Inline Editor, such as locking to a specific page, the Out of the Box context will be reused and the message will be added to the existing context in the dashboard.

Message in Context Overview

After implementing no restrictions to the template from the Inline Editor, you can see the message added to the existing context in the Context Overview.

View Context

If you implement restrictions, the recognition rules will no longer match that of the Out of the Box context and a new local context will be generated with the new recognition rules.

Note: The new recognition rule is locked to course 5 only.

Changed Context Names

Your new local context will adopt the name of the template presented in the Inline Editor. We highly recommend that you change the name of the new local context in your dashboard to avoid confusion in the future. If the name of the new local context isn't changed, it will match the name of the pre-defined Out of the Box context and lead to confusion when attempting to implement any of the other workflows.