Overview and features of a Learning Journey

Overview and features of a Learning Journey

Intended Audience: Admins

Use individual needs and requirements to plan their learning journey

 

Plan a flexible progressive series of courses based on custom user data, internal and external events, and if/then logic.

 

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 learners

 

 

Overview

 

Learning journeys is a visual tool to build a series of courses for each learner. On the learning journey canvas you use branching logic, based on:

  • String-Choice custom user data, aka multiple-choice fields: location, department, job title, and other learner data
  • outcomes of previous courses: Completed/Passed, or Failed

 

Learning journeys works with all courses in a portal, including licensed courses and courses listed in the catalog.

 

Learning journeys recognizes when learners are already enrolled on a course or have completed a course. Safety Made Simple assigns the appropriate completion when learners finish that course, and they don’t need to repeat it to complete the learning journey.

 

The following screenshot shows a published learning journey:

  • everyone starts with a single intro course, that has a certificate attached for successful completion
  • if they pass the intro course, learners are filtered by custom user data Driver’s license
  • after completing an appropriate course, learners receive a certificate


Enroll, Branch, Schedule and Award explained

 

Learning journeys uses 4 options to map out a flexible learning journey. The following image shows the options available for your first learning journey.




Enroll

 

Add course enrollments from the published courses in your portal. By default, the canvas includes a Completed branch after each course, so you can indicate what happens when learners pass, or do not pass, their course.

 

If you remove the Completed branch, learners move onto the next step regardless of the previous course outcome.

 

The following screenshot shows the canvas, with 1 course, and the default Completed branch. With no further edits, this branch lets learners with Completed or Passed status to progress and holds learners who do not pass the first course




Branch

 

Configure conditions with IF/THEN logic, based on previous course results or custom user data. Combine conditions to build custom journeys.

 

You can build on the default Completed branch, or you can start a new branch.

 

The following screenshot shows a branch in process. It includes the course completion condition, and 1 more condition based on custom user data. In this example, it selects learners in a named location.



Alongside this branch, you could create additional branches for other statuses.

 

For each branch, you add the next course in the journey for learners.


Delay/Schedule

This option lets you schedule the beginning of courses on the journey based on:

  • X days after previous course enrollment. This option releases the learner's next course (course B) a set number of days after their enrollment in their current course (course A)
    • When course A has the default Completed node: the countdown for course B starts on the enrollment data of course A. Learners must complete course A and allow X days to pass
    • When course A has no Completed node: the countdown for course B starts on the enrollment date of course A. Course B becomes available whether course A is In Progress or is Completed
  • X days after previous course completion. This option makes sure course B becomes available only after course A is Completed. The countdown starts on the completion date of course A. This option applies even for optional courses
  • Fxed date. This option relies on a calendar date
    • When course A has the default Completed node: course B is scheduled for a calendar date, but learners must complete course A to access course B
    • When course A has no Completed node: course B is available on the calendar date given, regardless of the status of course A. Course B becomes available whether course A is In Progress or is Completed 

The Fixed date option is ideal for cohort training, or annual compliance training when all learners need access to a course on the same day.

 

Note: when you remove a Completed note, learners don’t need to complete a course before starting the next one. They can have multiple courses at In Progress status at the same time. As a result, they can leave some courses In Progress longer than expected.

 

The following screenshot shows the choices for scheduling a course in the journey with Fixed date selected. 


Award

 

Assign certificates for courses, or for journeys.

 

When courses already include certificates, you see the certificates as part of the course.

 

You can add certificates for completing a given learning journey, that are not linked to courses. The following screenshot shows an example of an award certificate that is part of a course, and a certificate for completing a learning journey.

 


Publish a learning journey and enroll learners

 

After drafting and reviewing a learning journey, admins can publish the learning journey and start enrolling learners immediately. The following screenshot shows the Enroll learners dialog.





The following screenshot shows Learner activity with enrollments from the learning journey sample, current filters, and options to export to CSV or run a report.





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. 

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

 

Alerts about issues with enrollment

Through Alerts, Learning journeys notifies admins about any issues with a learner’s enrollment, so the admin can respond to the issue. The admin can then retry the enrollment. 

Currently, the events that prompt an alert include:

  • license capacity reached
  • license expired
  • training capacity reached
  • missing custom user data
  • missing previous enrollment
  • no conditions satisfied



Staged releases

 

Developing learning journeys requires close collaboration with customers. LearnUpon is building this feature in short phases, and is relying on customer feedback to guide its next steps. This agile approach means that LearnUpon can change direction of this feature based on commentary and customer experience.

 

Currently admins can:

  • create learning journeys with courses, and save draft journeys
  • schedule the start of courses based on other course starts, course completions or calendar dates
  • add a certificate for completing a journey, independent of course certificates
  • publish a journey
  • edit a published journey to change it, and decide how to handle currently-enrolled learners
  • turn on enrollment and completion emails settings for a learning journey
  • allow managers to enroll learners on a learning journey. Managers require the corresponding permissions to enroll learners in their User profile
  • enroll individual learners on learning journeys, and view the number of enrolled learners
  • delete draft and published journeys, and archive published journeys
  • download a basic report in CSV file format

 

Currently, for journeys that allow managers to manage enrollments, managers with the correct permissions can:

  • enroll learners on learning journeys
  • view the learning journeys from main navigation

 

Managers with the correct permissions can only see those learning journeys that include Permissions > Manager can enroll.

 

This permission is similar to the course-level permission to allow managers to enroll learners. 

 

Note:  the multiple phases mean many more features are in development. Share your feedback and questions with your Customer Success Manager, and learn more about coming phases.

 

Prerequisites

 To make use of learning journeys you need an active portal that includes:

  • published courses for learners to join
  • certificates to add to completed journeys
  • custom user data, particularly String-Choice fields, to provide conditions for your learners (optional)

 



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