Tailor training based on your learners' data
Build a learning journey with course content that matches your learners' needs.
Availability: all customers
See Learning Journeys: overview and features to learn about the learning journeys canvas and the logic tools available.
You can use up to 100 nodes (Enroll, Branch, Delay/Schedule, Award and Skill) per learning journey.
Use multi-course nodes to group courses together, when a specific order of courses is not required, or when you offer learners some choice of courses.
Add branches with conditions to:
- set a specific order for courses, so the previous course completion is required to progress, or to assign a certificate at the end of a journey
- route learners by their scored courses, to direct low, mid-range and high scoring learners to different followup courses
Use delay/schedule nodes to manage the pace of enrollments, or to control access to courses where enrollments are limited.
Set awards for completing parts of the journey or the whole journey.
Add skills to show that learners are gaining skills and proficiency levels through their learning journey, based on their course completions.
Prerequisites
To make use of learning journeys you need an active portal that includes:
- custom user data, particularly String and String-Choice fields, to provide conditions for your learners
- published courses for learners to join. Branches that use scores require scored courses to act as filters
- certificates to add to completed journeys
Note: learn how to set up and edit String-Choice fields, to understand what data you can and cannot change while custom user data is in use by learning journeys.
See Custom user data: set up custom fields
To add skills to learning journeys you need to set up skills in your portal.
See:
- Skills: create and edit skills, link skills to job titles and courses
- Skills: create skills by batch upload
Access permissions
All admins: can create and publish learning journeys, and enroll and unenroll learners
Managers with correct permissions:
- can enroll and unenroll learners
- can view the journeys that allow managers to enroll and unenroll learners
See:
Draft, save and publish a learning 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.
Set up enrollments for the journey
- 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.
- Select the decison node to access journey options. For the first node, typically you select one of Enroll, Branch or Delay/Schedule.
- For Enroll:
- enter a Title and Description: these entries appear in the published journey canvas, and also appear to learners.
- from Select course(s): use the menu, or enter search terms to find one or more course(s). Any certificates associated with the course appear automatically
- select Add criteria to define the course completion requirements:
- Course is required or All courses are required
- Course is optional or All courses are optional
- For multiple courses, Complete X of Y courses. This option prompts you to enter the number of courses to complete
- Save criteria.
- Save to finish the enrollment node.
The following screenshot shows Enroll on course for one course with the Title, Description and Course criteria completed, before selecting Save.
The following screenshot shows an example of enrollment criteria for multiple courses, where learners must complete 2 out of 3 courses.
Set up nodes for the journey
- From main navigation go to Learning Journeys > your draft journey to open the journey canvas.
- Select the decision node > Branch to build conditions based on custom user data, or previous course outcomes. Add branches to:
- direct learners to specific courses based on their custom user data like location, team, job title or other data you provide
direct learners based on the score of the previous course, adding ranges for the score results
- set a specific order for courses: the previous course completion is required to progress
- assign a certificate at the end of a journeyAdd branches to set a specific order for courses, so the previous course completion is required to progress, or to assign a certificate at the end of a journey
- Select the decision node > Delay/Schedule: schedule progress of the courses around the enrollment in the previous course, completion of the previous course, or a fixed calendar date.
- Edit nodes as required. For each node include a meaningful title, and Save to add the results to the learning journey.
- Repeat the process as required, to build a branching journey with a series of courses, with conditions that determine the next step for learners.
- As required, select Skill to add a skill to a branch:
- from Select skill, search for or choose a skill from the list
- from Select proficiency, set the proficiency achieved in the skill on the learning journey
- select Add skill to finish this node
- As required, select Award to add a certificate to a branch:
- from Select a certificate, search for or choose a certificate from the list
- select Add certificate to finish this node
- Enter a name and description for the learning journey and Save.
- Review the learning journey: check each node and course result.
- When the learning journey is complete, select Publish. The canvas changes so you can see each condition and the progression of courses.
When published, the journey displays the Title and Description you entered for each node, on the journey canvas and to learners. The following screenshot shows the learners' view of the Enroll node.
Worked example: create branches following a scored course
In this example you set up a scored course, then 2 branches for enrollments, based on the results of the course scores.
- From main navigation go to Learning Journeys > your draft journey to open the journey canvas.
- Select Enroll and set up a course with scored results, as described in Set up enrollments for the journey.
- After the scored course, select node > Branch, and give the branch a name.
- Select Add condition.
- From Select condition criteria choose Previous course score, and enter the score ranges, such as 50 to 75%.
- Select Save criteria > Save to finish.
- Select the same Branch node > Add new branch, and give the new branch a name.
- Repeat steps 3 to 5 to create a second branch, with a different score range such as 76 to 100%.
- From these branches add enrollments for courses that match the scores from the initial course.
- Continue the branches of the journey as required.
The following screenshot shows a sample learning journey in the editing canvas, with 1 scoring course and 2 potential results.
Manage learners who don’t meet the branch conditions
Scored branches rely on an initial course result to filter learners into associated branches.
Currently, when learners do not pass the course, or do not meet the pass mark, LearnUpon posts an Alert within the learning journey.
When learners do not meet the branch conditions, they cannot progress.
Admins need to resolve these learners' enrollments manually with one of the following options. Choose the options that best suit your organizations' requirements.
Tip: when using exam-based courses as sources of scores, consider allowing multiple attempts for exams, to provide some flexibility for both learners and admins.
See Exam options > Attempt options
Option 1: mark the course complete
Admins, managers with permissions and instructors can
- mark a course complete
- set a score for the course that meets the branching requirement
The scored branches require a completed scored course to allow learners to progress through the journey.
Option 2: unenroll and re-enroll on the learning journey and the initial course
Admins and managers with permissions can unenroll learners from learning journeys, and courses, as required.
You need to unenroll learners from both the learning journey, and from the course that provides a score for the branch.
When you re-enroll learners on the learning journey:
- learners pick up the journey where they left off. Any courses they completed earlier in the journey remain completed, and learners don’t need to repeat them
- learners can repeat the scored course. When they are successful they can progress through the learning journey
See:
- Learning journeys: unenroll learners from a learning journey
- Enrollments: unenroll and set complete with bulk actions
Manage the learning journey settings
These settings apply to Published learning journeys only.
You can change the settings for a learning journey in Draft status, but you won't see the changes until the learning journey is Published.
You can change the settings for an existing published learning journey without starting a new version.
Note: You can't customize the enrollment or completion emails for Learning Journeys. LearnUpon currently uses a default wording for these messages.
- From main navigation go to Learning Journeys > my learning journey.
- From the navigation bar select More options (aka the 3-dot menu) > Settings.
- 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
- Catalog: display learning journey in the catalog
- Save to finish.
The following screenshot shows a sample learning journey Settings with the notifications and the catalog settings selected.
Mark a learning journey as sellable
Use learning journeys to group a series of courses to offer in sequence, one after another.
You can sell learning journeys through the eCommerce platform powered by Spree. The sales option is not available through legacy eCommerce.
See
- eCommerce: migrate to the new eCommerce platform
- eCommerce: set up and publish a learning journey for sale
Note: LearnUpon eCommerce cannot sell learning journeys with branches.
- From main navigation go to Learning Journeys.
- In a new or existing learning journey, select More (aka 3-dot menu) > Settings.
- From eCommerce, select Make learning journey sellable in eCommerce powered by Spree.
- Save to finish.
- When the journey is ready, select Publish.
The published learning journey appears on the Learning journey page, with both Published and Sellable statuses, as shown in the following screenshot.
You complete the steps of adding the learning journey to your eCommerce site in the eCommerce platform.
You can navigate straight to the platform from Settings, after saving the changes. The following screenshot shows a sample learning journey Settings with View on eCommerce option.
See: