Publishing a Learning Path

After creating a Learning Path and adding at least one learning asset, you can publish it to users, groups, job levels, job roles, or roles.

Open Learning Path Settings

1. From the Learning Paths page, locate the Learning Path you want to publish.
2. Select the three dots (⋮) on the Learning Path tile.
3. Select General.

Note: The General option is available only after at least one learning asset has been added to the Learning Path.

The Learning Path General Settings page opens.

General Settings

Use the General settings to configure visibility, self-enrollment, the Learning Path URL, and reminders.

Enable Public

Enable Enable Public to allow learners to self-enroll in the Learning Path.

When enabled, the Select Self-Enroll Type option becomes available.

You can make the Learning Path available to:

• All — All active users on the platform.
• Groups — Select one or more groups.
• Role — Select one or more roles.
• Job Role — Select one or more job roles.
• Job Levels — Select one or more job levels.

Learners can find the Learning Path under Open Learning Path and choose to self-enroll.

Learning Path URL

You can copy the Learning Path URL and share it with relevant users. The URL can be used to review the Learning Path, provide feedback, and add ratings before the Learning Path is published.

Select Save to apply the General settings.

Set Reminders

Use Set Reminders to notify assigned users before the Learning Path ends.

1. Select Add Reminder.
2. Configure the reminder.
3. Select the tick mark to save the reminder.
4. Select the bin icon to delete a reminder.

Publish a Learning Path

Use the Publish option to assign the Learning Path to users or groups based on different criteria.

The following options are available:

• Users
• Groups
• Job Levels
• Job Role
• Role
• By Excel
• Auto Enrollment

Publish to Users

1. Select Users.
2. Select one or more users.
3. Select Schedule.

Publish to Groups

1. Select Groups.
2. Select one or more groups.
3. Select Schedule.

Publish to Job Levels

1. Select Job Levels.
2. Select one or more job levels.
3. Select Schedule.

Publish to Job Roles

1. Select Job Role.
2. Select one or more job roles.
3. Select Schedule.

Publish to Roles

1. Select Role.
2. Select one or more roles.
3. Select Schedule.

Publish Using Excel

You can use an Excel file to publish a Learning Path to multiple users.

1. Under By Excel, select Download Sample Format.
2. Download the template in .XLS, .XLSM, or .XLSX format.
3. Open the downloaded file and enter the required details.
4. Save the file.
5. Select Choose File and upload the completed spreadsheet.
6. Select the applicable action button to upload the data.

If the uploaded file contains existing values in the email/username column, the corresponding existing data can be overwritten or updated based on the information provided in the new upload.

Auto Enrollment

Use Auto Enrollment to automatically enroll learners in the Learning Path based on specific conditions.

1. Select Auto Enrollment.
2. Select Create Auto-Enroll.
3. In Enrollment to, select the required trigger.

The following options are available:

New Learner Is Added

Choose when the learner should be enrolled:

• Immediate
• Custom

If you select Custom, specify the start day and due-by values.

Learner Is Added to a Group

Select the relevant group.

Learner Is Added to a Role

Select the relevant role.

Learner Is Added to a Job Role

Select the relevant job role.

Learner Is Added to a Level

Select the relevant level.

Filter Users

Use AND/OR Filters to refine the users displayed for publishing.

Filters can be applied to fields such as:

• First Name
• Joined
• Last Login
• Reporting Manager
• DOJ
• Other available user fields

AND Filter

The AND filter displays records that meet all selected conditions.

For example:

First Name = John AND Joined = 2023

displays users named John who joined in 2023.

OR Filter

The OR filter displays records that meet at least one of the selected conditions.

For example:

First Name = John OR First Name = Sarah

displays users named either John or Sarah.

Combine AND and OR Filters

You can combine both filter types to create more specific conditions.

For example:

(First Name = John AND Joined = 2023) OR (Last Login = Last 7 days AND Reporting Manager = David Smith)

Select Apply to display the filtered results.

Publish to All Users

To publish the Learning Path to all users:

1. Enable All Users.
2. Select Schedule.

To publish the Learning Path only to users matching the applied filters, select Publish All Filtered Users and then select Schedule.

Schedule a Learning Path

After selecting the users or groups to publish to:

1. Select Schedule.
2. In the Schedule a Learning Path window, configure:
   • Start Date*
   • Start Time
   • End Date
   • End Time
3. Enable Lock After End Date if you want to prevent users from accessing the Learning Path after the end date.
4. Complete the scheduling.

Note: Start Date is mandatory.

Assigned Users

Use Assigned Users to view users to whom the Learning Path has been published and to reschedule their access.

Users assigned to the Learning Path appear under Assigned Users and are no longer displayed under Publish.

Reschedule a Learning Path

1. Select the required users.
2. Select Reschedule.
3. In the Reschedule window, specify the:
   • End Date*
   • End Time
4. Select Update.

Note: End Date is mandatory.

You can also select the three dots (⋮) for a user and enable Lock After End Date.

Unpublish a Learning Path

Use Unpublish to remove a Learning Path from users or other assigned audiences.

The following tabs are available:

• Users
• Groups
• Job Levels
• Job Roles
• Roles
• By Excel

Users removed through Unpublish no longer appear under Assigned Users.

Unpublish Using Excel

1. Under By Excel, select Download Sample Format.
2. Download the template in .XLS, .XLSM, or .XLSX format.
3. Enter the required details.
4. Save the spreadsheet.
5. Select Choose File and upload the completed file.
6. Select the applicable unpublish action.

The available filtering options are the same as those used when publishing a Learning Path.

Unpublish Selected Users

Select the required users or audiences and then select Unpublish.

Unpublish All Users

To remove the Learning Path from every assigned user, select Unpublish All.

Reports

Use Reports to view Learning Path performance and completion statistics.

The following metrics are available:

• Assigned Users — Number of users assigned to the Learning Path.
• Completion Rate — Overall Learning Path completion rate.
• Learning Path Assets Summary — Overview of the learning assets included in the Learning Path.

Learning Path Assets Summary

Use Select Type to switch between:

• General — Provides a summary of the learning assets. Select View More to access additional information.
• Detailed — Provides a summary of each user and the number of assets completed by each user.

Additional learning asset statistics include:

• Course Completion Status
• Average Time Spent
• Total Time Spent
• Total Points Scored
• Total Views
• Completion Timestamp

Memory Booster

Use Memory Booster to add reinforcement content to a Learning Path.

1. Select Create Memory Booster.
2. In On Learning Path, select when the Memory Booster should be triggered:
   • Completion
   • End Date
3. Select the required value in the After field.
4. In Repeat Every, select how often the Memory Booster should repeat:
   • Never
   • Day
   • Week
   • Month
   • Year
   • 3 Months
   • 6 Months
   • 9 Months
5. In Display, select the type of content to display.

Document

To display a document:

1. Select Document.
2. Select the Upload icon.
3. Browse to the document location.
4. Select the document and select Open.
5. To remove the document, select the Delete icon.

Web Link

Select Web Link and enter the required web URL.

Memory Booster

Select Memory Booster and choose the relevant existing Memory Booster.

6. Select the tick mark to save the Memory Booster.
7. Select the Delete icon to remove it.

Related Topics

• Learning Paths →
• Creating a Learning Path →
• Editing a Learning Path →
• Adding Content to a Learning Path →
• Duplicating a Learning Path →
• Archiving a Learning Path →
• Deleting a Learning Path →