Create and publish a learning journey

Create and publish a learning journey

Intended Audience: Admins and Managers with Permissions


Tailor training based on your learners' data

 Build a learning journey with course content that matches your learners' needs.


Access permissions

 All admins: can create and publish learning journeys, and enroll learners.

 Managers with correct permissions:

  • can enroll and unenroll learners
  • can view the journeys that allow managers to enroll and unenroll learners

Draft, save and publish a learning journey

Idea
Tip: The learning journey title and description, plus the branch titles within the learning journey, are visible to learners. Choose titles that tell learners about the journey logic and decisions. 

  1. From main navigation go to Learning Journeys > + New journey to open the journey canvas, with START, a decision node marked by a plus sign, and END marked out.
  2. Select the decision node to access journey options. For the first node, typically you select one of:
    • Enroll: add a course. Comes with optional Completed branch to indicate the path for learners who get Completed/Passed status 
    • Branch: build conditions based on custom user data, or previous course outcomes
    • Delay/Schedule: schedule progress of the courses around the enrollment in the previous course, completion of the previous course, or a fixed calendar date
  3. Edit nodes as required. For each node include a meaningful title, and Save to add the results to the learning journey.
  4. Repeat the process as required, to build a branching journey with a series of courses, with conditions that determine the next step for learners.
  5. As required, select Award to add a certificate to a branch.
  6. Enter a name and description for the learning journey and Save.
  7. Review the learning journey: check each node and course result.
  8. When the learning journey is complete, select Publish. The canvas changes so you can see each condition and the progression of courses.


Manage the learning journey settings

  1. From the navigation bar select More options (aka the 3-dot menu) > Settings.
  2. Select a setting to turn it on for the learning journey:
    • Email notifications:  Enable enrollment and completion emails for this journey
    • Permissions: Manager can enroll and unenroll
  3. Save to finish.
The following screenshot shows More options > Settings menu, with both Email notifications and Permissions selected. 


Edit a published journey 

Make changes to a published journey to add content or correct a flow.

For changes to that do not add new courses, you apply the changes to Not Completed users only, aka learners who are currently on the learning journey.

When you add a new course to a learning journey, you decide who is affected by the changed learning journey with 2 options:

  • Not Completed
    users: learners who are currently on the learning journey
  • All users: learners who are currently on the learning journey, and those who have completed the learning journey

Selecting All users potentially returns Completed status learners to the learning journey, so they can take part in the newly added course. 

NotesNote: Learners who rejoin a learning journey do not start again from scratch. They return to complete the new content only. 

  1. From main navigation select Learning Journeys > your journey name.
  2. From the journey canvas select Edit.
  3. Make changes to decision nodes, branches and conditions. Select Save draft or Discard changes as required.
  4. Select Publish to open a confirmation dialog. When you add a new course and select 1 of 2 options to apply the changes:

    • Not Completed users: aka any learners who are currently on the journey
    • All users: includes learners at In Process and Completed statuses
  5. Publish to finish. 

The following screenshot shows a published journey with Edit highlighted.




Working with learner journeys: notes and observations 

Building the journey 

New Learning Journey is the default name for every new journey. When you edit the name you can enter a description: both the name and the description are visible to your learners.

The branch names are visible to learners when they view their learning journey enrollments. Make the branch names meaningful, to suggest what the journey’s branch is about, or how the journey logic applied to them.

 

Updating courses in a learning journey

When you create a new version of a course that is part of a learning journey, you see a dialog that lets you know that the course is part of one or more learning journeys, and lists the journey names. 

The following screenshot shows an example.

 

Currently, you need to update the named journeys manually, to use the latest version of the course. LearnUpon doesn't automatically update course versions on learning journeys when they change.

Optionally: you can leave the journey unchanged, and let learners finish the journey with the original course. 

To update the course, follow the Edit a published journey instructions in this article. The following screenshot shows Enroll on course with a versioned course selected.

 


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