Create a path

A path is a training object containing steps. Steps can be courses, classrooms, other paths, programs, or assessments.

Want to learn more about when to use a path or a program? Check out our "Paths or programs?" article!

Platform admins, group admins, and authors can create paths. 

The workflow for creating a path is the following:

1. Create the path.
2. Verify the first session info.

Create the path

1. At the top right of the homepage, click CREATE → Path.
2. Enter a Title and Description.
3. Optional: Change the owner group.
4. Optional: Change the main author.
5. Optional: Add co-authors.
6. In the Build your training section, click CONFIGURE SETTINGS.
7. Enable or disable Linear Progression.
   
   • Enabled: Learners must follow the steps in a defined order.
   • Disabled: Learners can follow the steps in the order of their choice.
8. (Optional) Enable or disable Mandatory replay.
   • Enabled: Learners must complete the course(s) within the path session, even if they have already completed the course(s) elsewhere.
   • Disabled: Learners are not required to complete the course(s) within the path session, if they have already completed the course(s) elsewhere.
9. Optional: Select an Estimated duration.
   1. Enable Estimated duration.
   2. Click the Estimated duration dropdown menu.
   3. Select a duration type: Month(s), Weeks(s), Day(s), Hour(s), or Minute(s).
   4. Enter a number in the Estimated duration field.
10. Add path steps:
    
    • Add a course.
      • In the section Build your training, on the right of Add a step, click Course and select one or more courses.
      • The path will make courses available to enrolled learners when they reach the step (linear paths) or at enrollment (non-linear paths).
    • Add a classroom.
      • In the section Build your training, on the right of Add a step, click Classroom and create a classroom.
      • The path will allow learners who self-enroll to the path through the catalog to select a classroom slot. For learners that are enrolled directly into the path, the author needs to add them to a classroom slot.
      • Learn more about the classroom step →
    • Add a path.
      • In the section Build your training, on the right of Add a step, click Path and select one or more paths.
      • Adding a path step to a path will automatically enroll learners to the subpath.
    • Add a program.
      • In the section Build your training, on the right of Add a step, click Program and select one or more programs.
      • For learners to access and complete programs that you add as a path step, assign learners to one of its sessions or add it to their group catalog). Otherwise, they will get stuck on that step.
    • Add an assessment.
      • In the section Build your training, on the right of Add a step, click Assessment and configure the assessment.
      • When a learner has completed the step right before the assessment in linear and non-linear paths, the assessor needs to check the learner's work. Assessors receive a notification when a learner reaches the assessment step.
      • Learn more about the assessment step →
        
    • Add a quiz.
      • Learn more about the quiz step →
    • Schedule a custom email.
      • In the section Build your training, on the right of Add an action, click Email and configure the email. Learn more about the email step →
        
    • Schedule a Slack message.
      • In the section Build your training, on the right of Add an action, click Slack message and configure the message. Learn more about the Slack message step →
    • Schedule a Microsoft Teams message.
      • In the section Build your training, on the right of Add an action, click Microsoft Teams message and configure the message. Learn more about the Microsoft Teams message step →
11. Optional: Adjust step options. 
    • For more info on adding, configuring, reordering, and deleting steps, go to Edit a path.
12. Optional: Add a certificate to a path.
13. Verify first session info.
14. At the bottom right of the path creation page, click Create New Path.

If you’re using a Free Trial platform, replace the first step with these:

1. At the top of the homepage, click Paths.
2. At the top right, click .

See Edit a path to learn more about path options.

Once you hit save, the platform will create the first path session. After that, you can create and share more path sessions and add more classroom slots.

Adjust step options

Platform admins, group admins, authors, and co-authors can set path step options.

To adjust a step's options:

1. From the path creation page, click on the step.
2. Adjust the options as needed.

For more info on adding, configuring, reordering, and deleting steps, go to Edit a path.

Verify the first session info

The path automatically generates the first session when a new path is created. Verify that the session info is correct before saving the new path:

1. From the project creation screen, scroll to the Enroll learners section.
2. Optional: Change the session group owner.
3. Optional: Edit or add path session instructors.
4. Enter a session title in the Title field.
5. Select a Start date.
   1. Click the Start field and select a date
   2. Click out of the field to save.
6. Optional: Select an End date.

You can enroll learners in the path session or add it to a group catalog before or after you create the path.

• If your path has classroom steps and you plan to use the automatic registration option, wait to enroll learners and groups until AFTER you've created all the classroom slots.