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Create Learning Journeys
Create Learning Journeys

Create a sequence of content to help learners achieve deep understanding of a given subject or knowledge domain

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Written by Bridget Schmidt
Updated over 9 months ago

What is a Learning Journey?

Learning journeys are a scalable, flexible solution for creating sequences of content, including lessons, tasks, paths, and events. These learning experiences often are part of a larger desired outcome, such as a successful onboarding or an increase in performance KPIs.

Currently, Learning does not support standalone practice scenarios in a journey. Instead, you can include a practice scenario as an element in a lesson and then include that lesson in the journey.

Create a New Learning Journey

Currently, only admin users can create learning journeys.

  1. On the Content page, select New Content > New Learning Journey.

  2. Enter a title and description, and then select Create Learning Journey.

  3. Drag the following content types in any number or combination from the Build column to the Journey builder.

Option

Description

Lesson

Use the Select a Lesson window to browse lessons in your Content library. You can also search lessons by keyword.

Path

Use the Select a Path window to browse paths or search them by keyword.

Task

Use the Create Task window to create custom steps in a learning journey. Enter a task name, and then supply the instructions you want learners to follow. The rich text editor allows you to style text or add tables and links.

Event

Use the Select an Event window to browse upcoming training sessions. When you add an event, learners must attend the event before they can proceed to the next step in the journey. If a learner comes across an event that has already occurred and there are no upcoming sessions available to select, the learner will be moved past that step and on to the next step in the journey.

To edit or delete a content item, select More actions (⋮) on the right side of the card.

4. Continue adding content items until the journey is built to your satisfaction. To rearrange the order of journey items, select their drag handles, then move them to the desired location.

5. Select Finish Editing to review your work. If you're not ready to publish you can leave the journey in a draft state and resume work later. Each edit you make is automatically saved.

6. Select Publish. A banner confirms successful publication of your journey.

Now you can assign learners the journey you created. You also can share the journey without assigning it using the Share Link in the upper-right corner of the journey's overview page. You can then paste the link into emails, Slack, and other communication methods.

Edit Learning Journeys

When you edit a journey, the system creates a new draft and all edits occur in this new draft. If two users make edits to a journey, those edits happen in the same draft. Changes to the journey draft are autosaved, but are not visible to learners who are in the midst of the journey. Changes go live for learners after you select Publish Journey on the journey overview page.

Journeys have three possible states:

  • Unpublished draft

  • Published draft

  • Published journey with unpublished changes

Currently, only admin users can edit learning journeys.

  1. On the Content page, select the Learning Journeys tab.

  2. Select the learning journey you want to edit and select Edit in the upper-right corner.

  3. Add or remove steps in the learning journey builder.

  4. Select Finish Editing at the top of the page.

  5. Review the edited journey from the overview page. When you are satisfied with the journey, select Publish.

Learners who were progressing through the learning journey when you published the edited journey must complete any newly added steps, even if those steps are at an earlier stage in the journey. After they complete the new steps, they are brought back to their original progress point to continue. Learners who have already completed the journey do not have to complete any newly added steps.

Learners always see the most current version of a journey, rather than any past versions that they may have begun their progress on.

Assign Learning Journeys

Learning journeys cannot be set as scheduled assignments or as recurring assignments. They also cannot be unassigned. If you assign a learning journey to learners, the system currently does not allow you to remove that assignment from their queue.

  1. On the Assign page, select Learning Journeys.

  2. Select the journey you want to assign.

  3. Select a user or group.

  4. Set a due date.

  5. Assign the learning journey.

The system alerts users to the new learning journey assignment. Learners are not restarted on any content they have already completed.

Learning Journeys Reporting

You can monitor learners’ progress under the Reporting tab on the journey overview page. The tab lists the names of the learners who have begun the journey, their progress, and if they are past the journey’s due date. You can select a learner’s name to view a report card that provides additional insight into the learner’s performance on each step within the journey.

Learning Journey Learner Experience

When an administrator assigns you a learning journey, you receive an email notification. This notification is separate from assignment emails for paths or lessons. While learning journeys may have due dates, you will not receive automated emails to complete the journeys.

Select the link in the notification email to go to the journey’s overview page, which displays all steps of the journey. You can work through the journey sequentially. If you have already completed a lesson or path that is part of the journey, you receive credit for completing that content and are moved forward to the next incomplete step.

Learning journeys that have been assigned or that you started via a share link are displayed on a card on your Learn tab. Select the card to go to the journey overview page where you can begin or resume working on the journey steps.

If new content or steps are added to your in-progress journey, you must complete the new content to complete the journey, even if the content is added to an area of the journey you already passed. After you complete that content, you will return to your previous progress point.

For tasks, you must confirm you finished the task before marking the task complete.

Events

When a journey includes an event, you must attend the specified event. You will be held at the event step until you have a "did attend” status.

If you reach an event step that is in the past and you have no attendance status for any session, the system automatically moves you on to the next step.

However, if you had the opportunity to attend an event but did not, you cannot move forward until a trainer changes your status to "did attend." Opportunities to attend an event include the following:

  • Being invited to an event but not RSVPing

  • RSVPing "I will attend" but not attending or not being counted as attending by automated attendance tracking

  • RSVPing "I will not attend"

You may need to view a recording of the event, complete a lesson that covers the presentation material, or verify to the trainer in another way that you completed the requirement.
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