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
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- Your Phriendly Phishing account has Smart Groups created Smart Group.
- Recommendation is to use the default All Learners Smart Group
Things to note 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 extensio :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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Three 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
Find Learning Journey
- Log into your Phriendly Phishing company administrator account
- Navigate to Learning Path > Timeline
Create a Learning Journey
- Navigate to Learning Path > Timeline
- Right side of the screen, click New > Learning Journey
- Enter the Learning Journey Name and select either a Saved Smart Group or Create a New Smart Group
- After selecting a Smart Group, click Schedule
- Click Add Course
- Select the 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
- 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
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.
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.
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
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
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.
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