Learning Journey – Phriendly Phishing

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.

Requirements for using the Learning Journey feature

- Your Phriendly Phishing account has Smart Groups created Smart Group.

Important information when using the feature

- We recommend enabling the AD synchronisation in your account to automate the new starter enrolment process. Set-up User Synchronisation.
- The Training Link extension feature does not apply to Learning Journey and will only apply when you schedule individual courses.
- The feature will dynamically look through the new and existing Learners in relation to the conditions set or exclusion rules in Smart Groups when Learning Journey is created.
- There are 3 statuses of a Learning Journey
  - - Running - training block or course has started. A Running Learning Journey cannot be deleted or edited, but it can be paused.
    - 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)

This article includes the following steps:

Find Learning Journey
Create a Learning Journey
Update Learning Journey settings
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
On the right side of the screen, click New > Learning Journey

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
- - - 1. Set a start date for each course. The start date of the next course in the order is dependent on the minimum interval set.
      2. Set a Minimum Internal as preferred.
      3. Courses can be moved around in terms of order or course progression.

Click Preview, if you are happy with it, click Summary > Finish

Update Learning Journey Settings

Admins can set the duration in between training courses known as the interval timeframe. Admins can set the number of times you can reschedule a course.

Navigate to Settings

Click Learning Path Options > Learning Journey

Resending a Training Link to a Learner scheduled in Learning Journey

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