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Learning Paths allow you to create structured training programs by grouping multiple courses into a single, organized curriculum. Users assigned to a Learning Path are automatically enrolled in all associated courses.

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Prerequisites

Before creating Learning Paths, ensure you have:
  • Write Training permission
  • Courses available in your Course Library

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Accessing Learning Paths

Navigate to Training and click the Training Menu dropdown. Select Learning Paths to access the Learning Paths management area.
Learning Paths Overview
The Learning Paths page includes three tabs:
TabDescription
Learning PathsView and manage all learning paths
User GroupsManage groups for bulk user assignments
TemplatesAccess pre-built learning path templates

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Creating a Learning Path

1

Click Create Learning Path

From the Learning Paths tab, click the Create Learning Path button.
2

Configure Basic Details

Fill in the learning path details:
Create Learning Path Dialog
  • Title - Name of the learning path (e.g., “HIPAA Compliance Training”)
  • Description - Optional description of the learning path purpose
  • Tenant-Wide - Toggle to make available across all companies
  • Company - Select specific company if not tenant-wide
  • Mandatory - Toggle to mark training as required
  • Target Roles - Select which user roles should receive this training
  • Target Departments - Select which departments should receive this training
3

Save the Learning Path

Click Create to save the learning path. You’ll be redirected to edit the path and add courses.

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Editing a Learning Path

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Adding Courses

1

Open the Learning Path

Click on any learning path row to open the edit dialog.
2

Go to Courses Tab

Click the Courses tab to manage course assignments.
Edit Learning Path - Courses Tab
3

Add Courses

  • Browse Available Courses on the left panel
  • Select one or more courses by clicking on them
  • Click Add Selected to move them to Assigned Courses
4

Remove Courses

To remove courses, select them from Assigned Courses and click Remove.
5

Save Changes

Click Save Changes to update the learning path.
The order of courses in the Assigned Courses list determines the recommended completion order for users.

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Assigning Users

1

Go to Assignments Tab

Click the Assignments tab in the edit dialog.
Edit Learning Path - Assignments Tab
2

Select Users or Groups

Toggle between Users and Groups tabs in the Available panel:
  • Users - Assign individual users
  • Groups - Assign entire user groups at once
3

Add Assignments

  • Select users or groups from the Available list
  • Click Add Selected to assign them to the learning path
4

Remove Assignments

To remove assignments, select from the Assigned list and click Remove.
5

Save Changes

Click Save Changes to apply the assignments.
When you assign users to a Learning Path, they are automatically enrolled in all courses within that path. Removing a user from a Learning Path does not remove their course enrollments.

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Learning Path Settings

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Mandatory Training

When a Learning Path is marked as Mandatory:
  • Assigned users receive notifications about required training
  • Progress is tracked in compliance reports
  • Managers can view mandatory training completion status

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Target Roles and Departments

Use targeting to automatically assign training:
  • Target Roles - Users with matching roles are automatically assigned
  • Target Departments - Users in matching departments are automatically assigned
  • Users can match either criteria to receive the training

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User Groups

User Groups simplify bulk assignments by allowing you to create named collections of users.

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Creating a User Group

  1. Navigate to Learning Paths > User Groups tab
  2. Click Create Group
  3. Enter a group name (e.g., “New Hires Q1”)
  4. Add users to the group
  5. Click Save

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Using Groups in Assignments

When assigning users to a Learning Path, switch to the Groups tab to see all available groups. Selecting a group assigns all members at once.

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Best Practices

  • Logical Grouping - Group courses by topic or compliance requirement
  • Progressive Difficulty - Order courses from foundational to advanced
  • Regular Updates - Review and update learning paths quarterly
  • Clear Naming - Use descriptive names like “2024 Security Awareness Training”
  • Use Groups - Create user groups for common assignment patterns

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Troubleshooting

Symptoms: Users report they don’t see courses from an assigned Learning Path.Solution:
  1. Verify the user is in the Assignments list
  2. Check that courses are added to the Learning Path
  3. Ensure the user has access to Training module
Prevention: Test assignments with a sample user before bulk rollout.
Symptoms: Create button is disabled or shows error.Solution:
  1. Verify you have Write Training permission
  2. Check that Title field is not empty
  3. Select a company if not using Tenant-Wide option
Prevention: Ensure proper permissions are assigned to training administrators.