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How to Create a Pathway


Learning Pathways are the most feature-rich method of distributing learning content to users across your organisation. With enhanced reportability and a range of tools at your disposal it is the ideal solution for tailoring learning activities to specific individuals, groups or whole organisations. This guide will take you through the basics of creating a new learning pathway.

Step 1 - Navigate

You can find the pathway creation page on your platform by going to the following, whilst logged in as a site administrator:
Site Administration > General > Learning Pathways > Add New Pathway 

Step 2 - Create

From within the “Add new Pathway” page, you’ll need to provide all of the pathway details, ensuring that any sections marked with a red exclamation mark are filled in. We’ll touch on each of the key fields below:

  • Name  - This is the internal name of the pathway. Shown only in reports and within the list of pathways found in the “Manage pathways” area of the site.
  • Display name  - The display name is the pathway name which is shown to users on their dashboard. If no display name is given, then the default value shown will be the full pathway name.
  • Pathway ID Number  - Providing a pathway ID number is optional, this would typically only be used for reporting and pathway management purposes.
  • Pathway summary  - This section is used to provide a general description for your pathway, ensuring your users understand what the pathway is about, what the end result will be once they complete the pathway and any other relevant information. This is displayed to the user on their dashboard page underneath the pathway display name.
  • Pathway image  - In this area you can add an image to be displayed on your pathway, this will be visible to all users who have access to the pathway on their dashboard.
  • Completion order  - You have the option to select the order in which you’d like users to complete this pathway. Either select, “All in any order” or “All in order”, as required.
  • Visibility  - Here you can alter the visibility of your pathway, this doesn’t impact users with access to the pathway, it only alters the visibility of pathways within the “Manage pathways” area of the site.
  • Pathway tags  - Tags are a great way to make internal references for the learning pathways you have available on your platform. These tags aren’t visible to users and have no impact anywhere else on the site. They simply allow you to see key pathway information at a glance when viewing a list of all pathways. For instance, for an induction pathway aimed at all new starters within your organisation, you may want to add the tag “Induction” to help this particular pathway stand out from the rest.
  •  Allow direct allocation  - This setting should be set to “Permit” to allow you to manually allocate users to the pathway if/when it is required.

Step 3 - Save

Following the steps highlighted above, you’ll now have a basic pathway structure to work with. Once you’ve created a pathway using the guidance above it will not automatically display on a users dashboard page, there are still several steps that need to be completed for the pathway to be fully functional.

Test pathway content page

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