Creating Learning Pathways

Overview

Learning pathways (admin label: Course Chains) let you:

• Group related courses, sessions, and self-assessments into one programme
• Require a fixed order, or let learners complete steps in any order
• Track progress across the whole pathway
• Optionally make it a qualification pathway with manager sign-off and a competence credential

How It Works

Learning pathways create structured training journeys by combining courses, sessions, and self-assessments into one programme. The system tracks progress across all steps.

How Pathway Completion Works

On Build, set Completion rule:

Sequential vs Flexible Ordering

On Basics, under Step ordering:

How Sessions Work in Pathways

When pathways include calendar sessions:

1. Booking Required - Users must book a session before it counts toward pathway completion
2. Multiple Options - If a session requirement has multiple dates available, users choose which to book
3. Attendance Tracking - After the session, attendance must be marked for completion to be recorded
4. Pathway Progress - Once attendance is confirmed, the pathway progress updates automatically
5. All Sessions Requirement - If "all" is required, users may need to book multiple sessions

Progress Calculation

The system automatically calculates pathway progress:

• Real-Time Updates - Progress updates immediately when a course is completed or session attendance is marked
• Percentage Display - Shows X% complete based on items finished vs total items
• Dashboard Visibility - Progress appears on user dashboards and reports
• Completion Status - Pathway shows as complete when all requirements are met
• Qualification pathways - Completing the steps is not always the end: manager sign-off and a competence credential are configured separately. See Qualification Pathways.

Assigning Pathways to Users

Pathways can be assigned like courses:

• Group Assignment - Assign to dynamic or static groups (recommended)
• Individual Assignment - Assign to specific users
• Mandatory Pathways - Can be set as required training
• Due Dates - Optional completion deadlines can be set
• Automatic Assignment - Can be assigned to new starters automatically

Accessing Learning Pathways

1. Log in as an Admin
2. Go to Admin → Courses
3. Click Course Chains

The list screen is titled Course Chain Management. Learners see the same programmes as Learning Paths on their dashboard.

Creating a New Pathway

2

Configure Basics

Pathway name

Enter a clear, descriptive name:

• ✅ "New Manager Induction Programme"
• ✅ "Health & Safety Level 2 Pathway"
• ❌ "Course Chain 1"

Description

Add a description explaining:

• What the pathway covers
• Who it's for
• Expected outcomes

Pathway type

• Standard learning path — structured journey only
• Qualification pathway (credential or badge after sign-off) — adds manager sign-off and a competence credential. Full setup: Qualification Pathways

3

Set ordering, mandatory, and due date

Option	Label in the wizard
Step ordering	Sequential — complete steps in order, or Flexible — complete steps in any order
Mandatory pathway	Mark as mandatory pathway — counts toward compliance reporting
Pathway Due Date	Optional. Tick Set a pathway due date
Completion rule	Set on the Build step: All steps required (usual), Any N steps, or Percentage

Pathway Due Date

If enabled, choose:

• Duration-based — days/weeks/months/years after each learner is assigned
• Fixed date — the same calendar due date for everyone assigned to the pathway

Adding Courses to the Pathway

On Build, click Add course. Documents appear in the same picker with a Document badge — they are still course steps, not a separate type.

Adding Sessions to the Pathway

On Build, click Add session to include instructor-led dates.

Adding Self-Assessments

On Build, click Add self-assessment to include a questionnaire or risk assessment template. This button is shown when Risk Assessments is enabled for the organisation.

Learners open the form from the pathway. The step counts as complete when the submission is Approved. If the pathway is a qualification using Per component + pathway sign-off, that approval happens in the Risk Assessments queue before pathway sign-off — see Qualification Pathways.

Setting Visibility Rules

Control who can see the pathway.

1. In the pathway settings, find Assignment Rules or Visibility
2. Configure rules for Job Roles, Departments, and Locations
3. Select specific values, or choose "All" to include everyone

Saving the Pathway

Review Configuration

On Review, check:

• Name and description are clear
• Steps are in the correct order (courses, sessions, self-assessments)
• Pathway type is Standard or Qualification as intended
• Due date and mandatory settings are correct

Save

Click Save pathway. After save you can Assign to groups or Done for now. Once saved:

• The pathway appears in Course Chain Management
• Assign it to groups so learners are enrolled
• Progress tracking begins for assigned learners

Managing Existing Pathways

Viewing Pathways

The Course Chains page shows all pathways with:

• Name and description
• Number of items (courses/sessions)
• Status (Active/Inactive)
• Member count

Editing a Pathway

1. Find the pathway
2. Click Edit
3. Make changes
4. Save

Deleting a Pathway

1. Find the pathway
2. Click Delete
3. Confirm deletion

Deleting removes the pathway structure but doesn't delete the individual courses.

What Learners Experience

Viewing a Pathway

Learners see pathways in:

• Their dashboard (if assigned)
• The training catalog
• Learning Paths section

Pathway Progress

The pathway shows:

• Overall progress percentage
• Status of each item
• Next item to complete
• Session booking options

Completing a Pathway

For sequential pathways:

1. Complete first course
2. Next course unlocks
3. Book and attend sessions when required
4. Continue until all items complete
5. Pathway marked as complete

Best Practices

Logical Sequencing

Arrange courses logically:

1. Foundational content first
2. Build on previous learning
3. Assessment/practical last

Reasonable Length

• 3-7 items is typically ideal
• Very long pathways may overwhelm learners
• Consider splitting into multiple pathways

Mix Content Types

Effective pathways often include:

• E-learning for knowledge
• Sessions for practical skills
• Assessments for validation

Clear Naming

Use names that communicate value:

• ✅ "Customer Service Excellence Programme"
• ❌ "CS Training Courses"

Examples

Troubleshooting