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Learning Journey

Joane Bonghanoy
Updated

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

    • 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

    • 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 
    • Three statuses of a Learning Journey
        • 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)
    • If preferred, all courses in the Learning Journey can start on the same day.

This article includes the following steps:

  1. Find Learning Journey
  2. Create a Learning Journey
  3. Resend a Training Link for a Learner scheduled in Learning Journey
  4. Mark a course as Complete in Learning Journey
  5. Delete a Pending Learning Journey
  6. Stop a Running Learning Journey
  7. 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
    LJ1.png
  • Enter the Learning Journey Name and select either a Saved Smart Group or Create a New Smart Group
    LJ2.png
  • After selecting a Smart Group, click Schedule
    LJ3.png
  • 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
  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 Interval as preferred, it can be set up to 15 weeks. 
  3. 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.
    LJ4.png
  • Click Preview, if you are happy with it, click Summary > Finish LJ5.png

    LJ6.png

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.LJ7.png

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.LJ8.png

Delete a Pending Learning Journey

  • Navigate to Learning Path > Timeline > Learning Journey
  • Choose a Pending Learning Journey
  • Click on the pencil icon
    LJ9.png        
  • Click Delete Learning JourneyLJ10.png

Stop a Running Learning Journey

  • Navigate to Learning Path > Timeline > Learning Journey 
  • Choose a Running Learning Journey
  • Click on the pencil iconLJ11.png
  • Click Stop Learning JourneyLJ12.png

 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
    LJ13.png
  • Scroll to the last course added until you see Add Course
    LJ14.png
  • After course/courses are added, click SAVE.

 

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