Learning Journey is a new feature that allows Phriendly Phishing Administrators to set a training course schedule (including multiple training courses) and progression for Learners to follow. This feature will benefit company administrators by eradicating the need to manually schedule training blocks one at a time and reschedule individual training courses.
This feature automatically enrolls learners to the next course in the journey once the currently enrolled course has been completed.
Requirements for using the Learning Journey feature
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- Your Phriendly Phishing account has Smart Groups created Smart Group.
- Recommendation is to use the default All Learners Smart Group
Important information when using the feature
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- Set-up User Synchronisation : This is recommended to automate the new starter enrolment process.
- The Training Link extension feature does not apply to Learning Journey and will only apply when you schedule individual courses.
- Auto Enrolment : Once LJ has been created, please disable to avoid duplicate enrollment of your Learners
- Smart Groups : The feature will dynamically look through the new and existing Learners in relation to the conditions set or exclusion rules in Smart Group when Learning Journey is created.
- Learner Enrollment : Learners are enrolled to the next course when the currently enrolled block ends + the minimum interval
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Threee statuses of a Learning Journey
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- Running - training block or course has started. Refer to article - Edit Learning Journey, to edit a Running Learning Journey.
- Pending - future start date for a training block or course. A Pending Learning Journey can be deleted and edited before it begins.
- Expired - your Phriendly Phishing account has expired (please contact your Customer Success Manager)
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- If preferred, all courses in the Learning Journey can start on the same day.
This article includes the following steps:
- Find Learning Journey
- Create a Learning Journey
- Resend a Training Link for a Learner scheduled in Learning Journey
- Mark a course as Complete in Learning Journey
- Delete a Pending Learning Journey
- Stop a Running Learning Journey
- Add more courses to a Pending Learning Journey
1. Find Learning Journey
- Log into your Phriendly Phishing company administrator account
- Navigate to Learning Path > Timeline
- On the right side of the screen, click New > Learning Journey
2. Create a Learning Journey
- Navigate to Learning Path > Timeline
- Right side of the screen, click New > Learning Journey
- Enter the Learning Journey Name
- You are then asked to either Select a Saved Smart Group or Create a New Smart Group
- After selecting a Smart Group, click Schedule
- Click Add Course and fill out the fields per your requirements. Once done, click Add.
- Add all the courses per your Organisation's requirements. Once all courses are added
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- Set a start date for each course. The start date of the next course in the order is dependent on the minimum interval set.
- Set a Minimum Interval as preferred, it can be set up to 15 weeks.
- Courses can be moved around in terms of order or course progression.
Note: Once the course block in Learning Journey has started, these above-mentioned configurations can no longer be changed nor modified.
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- Click Preview, if you are happy with it, click Summary > Finish
3. Resending a Training Link to a Learner scheduled in Learning Journey (Note: this is only applicable if the block has ended yet)
- Navigate to Learning Journey > training block
- Search for the Learner, right side of the screen under Actions dropdown, choose Resend training link.
4. Mark a Learner as complete in Learning Journey
- Navigate to Learning Path > Timeline > Learning Journey > training block
- Search for the Learner, right side of the screen under Actions dropdown, choose Mark course as completed
5. Delete a Pending Learning Journey
- Navigate to Learning Path > Timeline > Learning Journey
- Choose a Pending Learning Journey
- Click on the pencil icon
- Click Delete Learning Journey
6. Stop a Running Learning Journey
- Navigate to Learning Path > Timeline > Learning Journey
- Choose a Running Learning Journey
- Click on the pencil icon
- Click Stop Learning Journey
7. Add more courses to a Pending Learning Journey
- Navigate to Learning Path > Timeline > Learning Journey
- Choose a Pending Learning Journey
- Click on the pencil icon
- Scroll to the last course added until you see Add Course
- After course/courses are added, click SAVE.
If you come across any questions or concerns, please contact Phriendly Phishing support.
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