Edit a path

  • Updated

Admins, editors, and contributors can edit paths for which they are the main author or a co-author.

Admins and editors can edit paths that belong to their group. Platform admins can edit any path.

Changes to a course do not affect learners until they complete it.

To manage path enrollment, see Enroll learners in a path session β†’

Edit the general information

Editing the general information of a path (image, title, description, or tags) will update it instantly for all users. It will not send any email.

Image

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. Hover over the middle of the path image and click Modify.
  4. Click a new icon, then click select at the bottom right, or click upload.svg UPLOAD YOUR IMAGE (980x550 PIXELS OR LARGER) at the bottom left.

Title or description

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. Click on the Title or Description fields.
  4. Enter a new value.
  5. Click outside the field to save.

Tags

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. Under the Description field, click plus.svg Add a tag.
  4. Select the tags you want to add, and unselect the ones you want to remove.
  5. At the bottom right, click Select tags.

Skills

See Add skills to a path β†’

Edit the permissions

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. At the top of the page, click on the name of the owner group, the main author, or the list of co-authors.
Change owner group

You can change the owner group of a path, to a group where you have the editor or admin role.

Admins and editors of the owner group can edit the path. Coaches of the owner group can enroll users in the path's sessions, publish the path session in the catalog, and create new path sessions.

Changing the owner group will not send any email notification.

Change the main author

You can change the main author of a path, to a member with admin or editor role of a group where you have the administrator role.

The main author of a path can edit it, even if they don't belong to the owner group. They can see the statistics for all users in their group who took their training.

The new main author will receive an email notification.

Change the co-author(s)

You can change the co-authors of a path to any users.

Co-authors of a path can edit it, even if they don't belong to the owner group. They can access its statistics if they are a group editor, but will only see their own data.

Co-author permissions are not transferred when they are deleted from the platform.

Users added as co-instructors will receive an email notification.

Edit the settings

Click Configure settings in the Build your training section to access path settings.

See Edit path settings β†’

Add a step or an action to a path

Admins and editors can add any content they can play themselves. Platform administrators can add any type of content.

Learners who completed the path before the new step keep their status, but their progress drops below 100%. They can play the new step to reach 100% again. Adding an action has no impact on progress.

You can add up to 50 steps.

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. At the bottom of the Build your training section, on the right of Add a step, click a step type:
    • Course or path: Select one or several items. In a linear path, courses become available when the learner reaches the step. In a non-linear path, courses are available at enrollment. Learners already enrolled are automatically enrolled in any subpath added.
    • Classroom: Enter a Title and Training objective. Learners who self-enroll through the catalog can select a classroom slot. For direct enrollments, a user with edit permissions must assign them to a slot.
    • Assessment: Enter a title. Assessors receive a notification when a learner reaches this step and must validate their work.
  4. To add an action, on the right of Add an action, click an action type. Place email actions after the step you want learners to complete first.
  5. Click Confirm.

The path saves automatically.

Edit a step

Click on any step in the Build your training section to open its options panel. Options vary by step type.

See Edit a path step β†’

Add a certificate to a path

Learn more about adding certificates to paths β†’

Reorder steps in a path

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. In the Build your training section, click and hold on a step.
  4. Drag and drop the step to the new order.

If you reorder the steps of a linear path, learners can still play the steps that they started (even if they would now have to complete steps before them).

Edit a course or path from within the path editor

Admins, editors, contributors, and the main author and co-authors of the path can directly access the course or the path editor if they have edit permissions on that course or path.

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. In the Build your training section, hover over the desired course or path step, then click 3Dots.svg.
  4. Click Edit to open the editor.

Delete a step from a path

Deleting a step from a path will erase all statistics and data from users on that step, within the context of the path.

If the step is a course, and a user played that course outside this path, deleting the step will not erase statistics and data from attempts made outside the context of the path.

If the step is a path, deleting the step will remove the corresponding child sessions, and their associated data and statistics.

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. Scroll down to the Build your training section.
  4. At the top right of a step, click 3Dots.svg→ Remove.

Technical limitations

See our article about limitations β†’

Check out our blog for more L&D resources.

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