Learning journeys: enroll groups and individual learners on learning journeys

Enroll groups and individual learners, and track their learning journey progress

View Learner activity to see a highlight of your learners' progress. Check Alerts to resolve any blocked learner journeys. Download a CSV file or access an advanced progress report.

Availability: all customers

See Learning Journeys: overview and features to learn about the learning journeys canvas and the logic tools available.

Enroll groups onto learning journeys through main navigation > Enrollments.

When you enroll a group:

• all the current learners in that group are enrolled in the learning journey
• any learners you add to the group future get enrolled in the same learning journey

Managers can enroll and unenroll learners, and view learning journeys

Currently, only admins can create, edit and publish learning journeys.

When you create or edit a learning journey you can set Permissions > Manager can enroll and unenroll, to give managers with enroll and unenroll permissions access to learning journeys.

Managers who can currently enroll and unenroll learners and groups on courses and learning paths get the same permissions for learning journeys.

See User types and permissions: managers

From main navigation, these managers can access:

• Learning journeys to view the list of journeys, and view individual learning journeys (read-only)
• Enrollments to enroll learners and groups on learning journeys
• Users to unenroll learners individually through their user profiles

You can unenroll learners with Not started and In progress statuses for their learning journeys. You can't unenroll learners with learning journeys in Completed status.

The following screenshot shows a manager’s main navigation, viewing Learning journeys, with More (aka 3-dot menu) open.

Prerequisites

• publish a learning journey. See Learning journeys: create and publish a learning journey

Access permissions

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

Managers with correct permissions:

• can view the journeys that allow managers to enroll and unenroll
• can enroll learners and groups through Enrollments
• unenroll individual learners by Users > learner name

See:

• Portal setup: create admin accounts
• User types and permissions: managers

Tip: if a manager with the correct permissions can access Learning journeys from main navigation but the list is empty, confirm that the learning journeys have Settings > Permissions > Manager can enroll and unenroll turned on.

Admins: enroll individual learners on a learning journey

Currently admins can enroll individual learners directly from the learning journey canvas. 

Admins enroll groups through Enrollments, as described in Enroll individuals and groups on a learning journey.

1. From main navigation go to Learning Journeys.
2. Select a learning journey to view it.
3. From the canvas select Enroll.
4. In the Enroll learners dialog, select the learners, and select Enroll to confirm.

From the canvas, select Learner activity to view the list of learners enrolled on the journey.

Enroll individuals and groups on a learning journey

Currently managers enroll both individual learners and groups on a learning journey through Enrollments.

1. From main navigation go to Enrollments.
2. From Create New Enrollments select Switch to Journeys.
3. Select a learning journey and select one of the following options:
   • from Select Groups, choose the groups to enroll as required
   • select Switch to users to view and individual learners to enroll
4. Select Enroll to finish.

The following screenshot shows Enrollments after switching to learning journeys. In this example 2 learning journeys are available.

Admins: view enrollments on a learning journey

1. From main navigation go to Learning Journeys.
2. Select your learning journey.
3. From the learning journey canvas select Learner activity to access
   • highlights of learner statuses on the journey
   • a list of learner names and their progress

Admins: view alerts about enrollments

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.

By default, Alerts opens to the most recent alerts for all issues. You can filter Alerts by Status and by Event type as required, to access specific alerts.

1. From main navigation go to Learner Journeys > your learning journey.
2. From the journey canvas select Alerts.
3. From Alerts, view the most recent issues that are affecting enrollments.
4. Optionally: filter alerts by Status or by Event type.
5. Select Reset filters to clear filters and access the default view.

The following screenshot shows Alerts for the most recent enrollments for a sample learning journey, with emails obscured. In this example, the training capacity is full. 

To resolve, the admin needs to add more sessions in the training to allow more enrollments. After adding more sessions, the admin can select Retry to enroll the learners.

Unenrolling learners from learning journeys

You can unenroll learners with Not started and In progress statuses for their journeys. You can't unenroll learners with learning journeys in Completed status.

Admins: unenroll learners from each learning journey

See Learning journeys: unenroll learners from a learning journey

Managers with permissions: unenroll individuals through learner profiles

1. From main navigation go to Users > your learner's name.
2. From the learner's Info page select Enrollments.
3. Select Learning journeys  to find your learning journey.
4. From the learning journey select More (aka 3-dot menu) > Unenroll.

The following screenshot shows a learner's Enrollments for a learning journey, with the More (aka 3-dot menu) > Unenroll shown.

Reports 

For admins, learning journeys currently offers 2 options for reporting from the journey canvas: a quick view of learner status as a CSV file, and an advanced progress report using the full Reports features.

The following screenshot shows a sample learning journey's Learner activity page, with both report options highlighted.

Export a status report as CSV file

Track your learners' progress on a learning journey. The CSV file provides a quick overview of learners' status on courses. 

The following screenshot shows a sample CSV file opened in Google Sheets.

In this format, node_name refers to the branch, and node_state refers to the learner's status on that branch. 

1. From main navigation select Learning Journeys > your journey name.
2. From the journey canvas select Learner activity.
3. Select Export to download a report in CSV file format.

Run an advanced progress report 

From the journey's Learner activity page you can create an an advanced progress report, using all the features available from Reports.

See Reports: create an advanced report for background.

1. From main navigation select Learning Journeys > your journey name.
2. From the journey canvas select Learner activity.
3. Select + Create report to open the advanced progress report, with all courses and learners from the learning journey listed.
4. Filter the report as required and select Create report to run.

See:

• Learning Journeys: overview and features
• Learning journeys: create and publish a learning journey
• Learner view: learning journeys
• Reports: create an advanced report