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
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- Your Phriendly Phishing account has Smart Groups created Smart Group.
Important information when using the feature
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- 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
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- 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)
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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
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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 Internal as preferred.
- Courses can be moved around in terms of order or course progression.
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- 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
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.
If you come across any questions or concerns, please contact Phriendly Phishing support.
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