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.
Availability: all customers
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. LearnUpon 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, and Award explained
Learning journeys uses 3 options to map out a flexible learning journey. The following GIF 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 2 conditions based on custom user data. In this example, it selects learners in named locations, and learners with specific driver’s license statuses.
Alongside this branch, you could create additional branches for other office sites, other driver’s license statuses, or both.
For each branch, you add the next course in the journey for learners.
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 enrollments from the learning journey sample, with an option to unenroll learners through More (aka 3-dot menu).
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.
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 early adopter 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
- 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
- enroll individual learners on learning journeys, and view the number of enrolled learners
- unenroll learners through the learning journeys interface, if required
- delete draft and published journeys, and archive published journeys
- download a basic report in CSV file format
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:
- custom user data, particularly String-Choice fields, to provide conditions for your learners
- published courses for learners to join
- certificates to add to completed journeys
Access permissions
All admins: can create and publish learning journeys, and enroll learners
See: