See what you missed from our Customer Webinar (Everything you need to know about Learning Journeys) on 9 November 2023 with Saro Karadanian, Enterprise Customer Success Manager.
Featuring our Special Guests: Shannon Pinney, Senior Manager Customer Success & Ian Finn, Product Owner.
Learning Journeys allow Phriendly Phishing administrators to set training course schedules (including multiple training courses) and progressions for Learners. This feature will benefit company administrators by eradicating the need to:
- Manually schedule training blocks one at a time, and;
- Manually reschedule individual training courses for users have not completed training.
We thank you for your Questions during the webinar!
Q: Can a smart group of learners be excluded from a journey? e.g. create a journey for all learners except one group
You cannot exclude a smart group, however, you can instead assign a smart group that doesn't include the specified group of learners.
Q: If staff have completed a course in a previous campaign, will it be skipped or are staff re-enrolled?
Upon adding Courses in the Learning Journey, we recommend keeping the box checked that says ‘exclude learners from training courses they have passed previously’. This will exclude all learners who have completed training at the time which the learning journey was created.
Q: Can you explain the process for learners who commence with us after this journey commences? Do they automatically get added to the journey from the first course.
A learner will be scheduled into a Learning Journey automatically when they qualify for the conditions of the Smart Group that the Learning Journey is targeted to.
The Start Date simply represents the earliest possible date that learners can be assign that Training Courses in a Learning Journey. It is the date you first what this course to be released to your organisation.
Assigning the 'minimal interval' allows admins to create the smallest possible time period that a user could experience between courses. If the start date of the next course is in the future past the minimal interval, then they will be assigned it on the start date of that course.
Any new learners that are added will be assign the first course in the Journey and will continue through the assign schedule in the order you have set. If the start date is in the past, the minimal interval will apply and is set based on the end of the block they pass in.
Q: I want to set up an induction learning journey - drop staff in 1 by 1 as they arise - how do I do this effectively?
- Configure a 'new user' group within your Active Directory (AD) and synchronise it with the Phriendly Phishing platform.
- Create a smart group based on this 'new user' AD group. (This will automatically include all users that you add to the 'new user' group in your Active directory).
- Lastly, create a learning Journey targeted at this smart group. This will allow all users that you add to the 'new user' AD Group to be enrolled into the Learning Journey automatically.
We would like to note that learners can already be included in the portal from another group. By adding a second 'new user' group in your AD, you are simply allocating them to a second new group.
Q: Will it be possible to assign training based on learners failing to recognise simulated phishing emails?
We are currently working on the Remedial training feature to allow admins to create a smart group based on High Risk Learners. This will allow admins to assign Learning Journeys automatically to their identified group of High Risk learners.
(Currently in your Platform Settings, you can configure High Risk Learner rules based on variables such as Phishing Campaign performance and training results. You can then view the list of High Risk Learners that meet these rules in your High Risk Learner Report.)
Q: What is the best way to set up a learning journey for employees you know will be away at the time of training? (In short, their timeline does not work with the training schedule you have set for everyone else)
There is no feature dedicated to individual learners that are away. These learners will be enrolled into Learning Journey training courses like any other learner in the smart group. If you have created a Learning Journey rule that reschedules training for users with incomplete training, these 'away' learners will be included in the rescheduled training after their return.
Q: If someone is excluded as they have already done the course, do they simply have no learning for an extended period of time until a new course comes up for them?
Yes, a learner will simply have no training until the Start Date of the next upcoming training course if the following circumstances apply:
- You have checked the checkbox that says 'exclude learners from training courses they have passed previously’, and;
- The learner has completed one of the Training Courses in the Learning Journey. "
Q: Can we customise the training based on different roles for example HR, finance etc
You can create Learning Journeys targeted at specific groups such as HR or Finance by creating a smart group based on their attributes. You can then create a specific Learning Journey for each group so that different roles within your organisation could have different combinations of training courses.
Q: Does this work with auto-scheduling? What if you don't included start dates, but just have fixed intervals between courses?
You cannot create a Learning Journey without a Start Date. If you wanted to assign a course as soon as possible, you can bring the start date of each course forward. This will guarantee that learners will only have to wait the minimal interval before receiving the next course.
Q: Is it possible to export the learner completions to our Learning Management System (LMS)?
You can view learners' Training Completion in the Training Results Dashboard of your Phriendly Phishing Platform.
You can also Download a CSV file of the Training Results Dashboard. See this Guide on how to view the Training Results Dashboard and Download CSV reports.