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Dashboards, Calendars and Notes

Training Hub includes a set of front-end pages that students and trainers use day to day without going into wp-admin: a student dashboard, a clinic portal, personal calendars for students and trainers, and two note viewers for trainers. This page explains each one, how to set it up, who sees what, and how the notes features protect student privacy.

Shortcode For Plan
[dthub_student_dashboard] Students Free (extra cards with Pro)
[dthub_clinic_student_dashboard] Students Free
[dthub_student_calendar] Students Free (extra events with Pro)
[dthub_instructor_calendar] Trainers Free (extra events with Pro)
[dthub_session_notes] Trainers Free
[dthub_student_notes] Trainers Free

Plus the wp-admin page Training Hub → Session Notes.

Setting up the pages

  1. Create a WordPress page for each surface you want (for example “My Dashboard”, “My Calendar”, “Teaching Calendar”) and add the shortcode as the only content. Alternatively go to Training Hub → Settings → Pages & Reports → Frontend Pages and click Auto-create page next to the relevant entry — it publishes a page with the shortcode already in place.
  2. Under Frontend Pages, nominate the pages Training Hub links to: Student Report Page, Student Calendar Page, Trainer Calendar Page and Manage Clinic Page (the page holding [dthub_clinic_student_dashboard]). Click Save Changes.
  3. Add the pages to your site menu, ideally in a menu visible only to logged-in users.

All of these pages require the visitor to be logged in. A logged-out visitor sees a short message (for example “Please log in to view your dashboard.”) with a Log in link that brings them back to the page after signing in.

Student dashboard — [dthub_student_dashboard]

The student’s landing page: a grid of cards summarising where they stand, each linking to the page with the detail.

Cards

Card Shows Links to When shown
Overall Attendance Attendance rate across all enrolled courses (“No sessions yet” before any are held) View Report → (student report page) Always
Upcoming Sessions Tutorials in the student’s courses plus allocated or waitlisted clinic shifts in the next 7 days View Calendar → Always
Pending Claims Recording claims awaiting review View Claims → Recording claims are switched on
Action Plan Status of the student’s latest action plan, or “None” View Plan → Pro
Overdue Work Assignments and assessment quizzes past due Request Extension → Pro, and at least one item overdue
Upcoming Tasks Assignments and assessment quizzes due in the next 30 days View Calendar → Pro, and at least one item due
Custom links Links your organisation adds The link’s address Pro (see below)

A card only becomes a link when Training Hub can find the destination page — either the page nominated in settings or a published page containing that page’s shortcode.

Below the cards

  • Course Progress — one row per enrolled course with Attendance, and Assignments and Quizzes (passed / total) when any course uses them. Course names link to the student report.
  • Overdue Work and Upcoming Tasks tables (Pro) — title, type (Assignment or Quiz), due date and a Request Extension link.

🔒 Pro feature — requires Dantian Training Hub Pro.

Custom Student Dashboard Links. Under Settings → Pages & Reports, the Custom Student Dashboard Links section lets you add up to four extra cards with your own label and address — for example your student handbook, the library or a support form.

The dashboard has no attributes and no settings of its own.

Clinic portal — [dthub_clinic_student_dashboard]

The student’s self-service page for clinic shifts, with two tabs: My Clinic Dashboard and My Preferences. It is covered in depth in 05 — Clinic Rosters; in brief:

  • My Clinic Dashboard — a cancellation-policy notice, then each enrolled course’s shifts showing date, time, location and status (Allocated, Waitlisted, Requested). Students can cancel an allocation that is at least 7 days away, choosing a reason from the list set in your clinic cancellation reasons. Inside 7 days the shift shows “Please contact administrator if you can no longer attend”. Requests (preferences) can be removed.
  • My Preferences — the available shifts with remaining spots; the student ticks the times that suit and clicks Request Selected Clinics. A trainer then allocates students.

Attribute: preferred_tab chooses which tab opens first — dashboard (default) or preferences. Any other value is treated as dashboard. Example: [dthub_clinic_student_dashboard preferred_tab="preferences"] for a page used during the preference round.

Student calendar — [dthub_student_calendar]

A month calendar of everything the student is scheduled for.

  • Shows: tutorials in enrolled courses, ad-hoc sessions they’ve been added to, and clinic shifts they’re allocated or waitlisted for. Sessions they’ve been excluded from are hidden.
  • Navigate with previous / next / today controls; filter with Filter by course (All Courses by default).
  • Toggle layers with the show buttons for tutorials, clinics, assessments and action plans.
  • Click an event for details: date, time, location, trainer, the student’s attendance status, and a Join Zoom Meeting button for online sessions linked to a Zoom meeting.
  • Weeks start on the day set in your first day of week setting.

🔒 Pro feature — requires Dantian Training Hub Pro.

With Pro the calendar also shows assignment and assessment-quiz due dates (with Go to Assignment / Take Quiz), action-plan deadlines (View Action Plan), and timetable-planner dates such as public holidays, non-teaching days and institution events, with teaching periods and breaks shown as coloured bands. When Calendar Subscription (ICS) is switched on in Settings, a Calendar Subscription panel lets the student subscribe in Google Calendar, Outlook or Apple Calendar — see 16 — ICS Calendar Feeds.

Trainer calendar — [dthub_instructor_calendar]

The same month view for teaching staff. Only users who can manage tutorials (administrators, your LMS’s instructor role, and Backend Access Roles) can open it; anyone else sees “This calendar is only available to instructors.”

  • Shows: the tutorials the trainer is assigned to and the clinic shifts they supervise. A tutorial with no trainer assigned appears on every trainer’s calendar, so assign trainers to keep calendars accurate.
  • Event details include enrolled or allocated students, capacity, waitlist, how many attendance records are marked (Attendance Marked), Join Zoom for online sessions, and a Mark Attendance button.
  • Filter by course narrows to one course.

Administrators see their own assigned sessions too — for a whole-site view use the admin calendar in wp-admin.

🔒 Pro feature — requires Dantian Training Hub Pro.

Pro adds assignment and quiz due dates with submission counts (View Submissions / View Quiz Attempts), the trainer’s timetable-planner sessions, planner dates and bands, and the ICS subscription panel.

Session notes

Session notes bring together two kinds of note recorded while marking attendance: the trainer’s feedback for the whole session and each student’s attendance note.

In wp-admin: Training Hub → Session Notes

  1. Choose a Course (and Year Filter, when year filtering is on).
  2. Choose Type — Tutorials or Clinics.
  3. Choose a Session. Sessions that already have notes are marked with a tick.
  4. The page shows Trainer Feedback: and a table of Student, Status and Notes.
  5. Click Export PDF for a printable copy (print page in Free; branded PDF with Pro).

On the front end: [dthub_session_notes]

The same viewer for trainers outside wp-admin, with two tabs:

  • By Session — course → type → session, exactly as above.
  • By Student — choose a course and a student to see all their attendance notes for that course.

There is no PDF export on the front-end page.

Who can see what

  • Administrators see every course and session.
  • Trainers see the sessions they are assigned to. For clinics, notes open for the supervising trainer.
  • Students never see session notes. Users without trainer access see “Session notes are only available to instructors.”

Student notes (reasonable adjustments)

Each student can have one confidential Reasonable Adjustments note — learning-support arrangements, access needs, agreed adjustments. Trainers need to know about these without the information being visible to the student or to other students.

  • Writing a note: only administrators can create or edit one, from Training Hub → Student Report → Reasonable Adjustments (see 07 — Student Reports). The note records who last updated it and when.
  • Reading notes: [dthub_student_notes] shows a Student Reasonable Adjustments list — Student, Course(s), and View note. Administrators see every student with a note; trainers see only students in courses they teach. The list is read-only. When nobody has a note it says “No student notes found. Notes are added from the admin Student Report → Reasonable Adjustments section.”
  • Students never see these notes.

🔒 Pro feature — requires Dantian Training Hub Pro.

Per-course trainer notes. Pro adds a separate, course-specific Notes box for each student on the Course Report’s Assessment Report tab, for trainers’ working notes about that student’s assessment progress in that course. Any trainer of the course can save them. These are different from the Reasonable Adjustments note and are not shown in [dthub_student_notes].

Privacy

  • Reasonable Adjustments notes are stored against the student’s account and are included in WordPress’s personal-data export and erased by its personal-data eraser (Tools → Export / Erase Personal Data). With Pro, per-course notes are also covered; notes for a course the student hasn’t completed may be retained until completion.
  • Keep notes factual and limited to what trainers need to support the student.

Troubleshooting

  • A dashboard card isn’t clickable. Training Hub couldn’t find the destination page. Nominate it under Settings → Pages & Reports → Frontend Pages, or make sure a published page contains that shortcode.
  • The Pending Claims card is missing. Recording claims are switched off — see 06 — Recording Claims.
  • A trainer’s calendar shows sessions they don’t teach. Those tutorials have no trainer assigned; assign one in Manage Sessions.
  • “Permission denied.” when choosing a session in Session Notes. The user isn’t assigned to that session, or their role doesn’t have tutorial-management access.
  • The student notes list is empty for a trainer. The trainer doesn’t teach any course containing a student with a note, or no notes have been written.

Worked example

A naturopathy college sets up four pages before semester starts: “My Dashboard” ([dthub_student_dashboard]), “My Calendar” ([dthub_student_calendar]), “Clinic Shifts” ([dthub_clinic_student_dashboard preferred_tab="preferences"] while preference requests are open) and “Teaching Calendar” ([dthub_instructor_calendar]), and nominates them under Frontend Pages. The student-support officer, an administrator, records a reasonable-adjustments note for a student with a hearing impairment (“Sit near the front; provide written summaries of verbal instructions”). The student’s trainers see the note on their [dthub_student_notes] page. After each practical tutorial, trainers leave session feedback while marking attendance; the coordinator reviews it weekly under Training Hub → Session Notes and exports the PDF for the moderation file.

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