Checklist to finalise your pathway

Check the status of all included topics. When a topic is included in a pathway, enrolled learners will have access to it regardless of whether it is in the 'Draft' folder or has never been published. Ensure every topic is in a state you're comfortable with before enrolments begin.

Does the pathway have a clear purpose, and do all included topics directly support that purpose? Not every topic needs to be in a pathway - some work better as standalone enrolments. Remove topics that are only loosely relevant, and consider whether any would be better offered independently. Also consider your audience: is every included topic relevant to the people you plan to enrol?

Is the pathway an appropriate length? Consider the time commitment you're asking of learners. If the pathway is long, consider whether it could be broken into two or more shorter pathways - this can improve completion rates and make the learning feel more manageable.

Are topics correctly assigned to mandatory or optional knowledge? Optional topics should offer genuine choice, not be a workaround for topics you're unsure about including. Topics that are relevant to some learners but not others may be better offered as standalone enrolments or made available for self-enrolment via the catalogue.

If you have optional topics, decide whether learners must complete a minimum number of them to complete the pathway. If so, ensure that number is configured.

Have you decided whether mandatory topics must be completed in a set order? If so, ensure 'Explorers must complete mandatory knowledge in the given order' is ticked.

Consider whether mandatory or optional topics should be scheduled. Scheduling releases topics progressively rather than all at once, which can reduce overwhelm and create a more structured learning experience. If scheduling makes sense for your pathway, choose the right method: days from enrolment works well for pathways used continuously over time, while set dates suit cohort-based pathways with a fixed start. If topics are not scheduled, all topics will be available to learners immediately upon enrolment.

Pathway certificates are disabled by default. Decide whether you want to enable a pathway-level certificate, topic-level certificates, or both. Enabling both means learners receive a certificate at each topic completion and again at pathway completion - consider whether that's the right experience for your learners.

Plan permitting, custom certificates are also available.

By default, when a learner is enrolled in a pathway, they are pre-enrolled in all mandatory topics. Pre-enrolled status means topic-level due dates and reminders are not triggered until the learner actively opens the topic.

If you'd prefer topic-level due dates and reminders to activate immediately upon pathway enrolment, tick the 'Topic Enrolment' checkbox in the Timing section. This sets mandatory topics to unexplored rather than pre-enrolled.
​Note: scheduled topics move out of pre-enrolled automatically upon their release. If this setting is ticked, scheduled topics with due dates will automatically trigger a due date that may not align with their scheduled release.

Be intentional about this setting - it directly affects when topic-level due dates and reminder notifications are triggered for learners.

Due dates are optional and not enabled by default. A due date can be set at the pathway level, the topic level, or both - but applying due dates and enabling reminder notifications at both levels means learners will receive reminders from each. In most cases, set due dates at one level only.

Review notifications carefully, particularly if you have also configured notifications at the topic level, as both will apply.

Enrolment notifications are off by default. Enable if you want learners to be notified when they're enrolled.

Reminder notifications trigger based on due dates - they're only relevant if a due date is set.

Completion notifications are on by default. Disable if not required. If a pathway certificate is enabled, it will be attached to the completion notification.

Recertification is optional and not enabled by default. If you require learners to periodically renew their certification in your pathway, ensure it's configured. If enabled, consider whether learners should redo the full pathway or just a refresher topic or separate refresher pathway.

If recertification is enabled, turn on the 'Retake enrolment' notification. This is off by default and is important for prompting learners when their recertification is due.

Optionally, configure a 'Next enrolment' setting to automatically enrol learners into another topic or pathway upon completion of this one.

Categories can be applied to pathways for filtering, reporting, and learner homepage display purposes.

If your organisation uses roles and skills, apply the relevant skills to your pathway.

Consider whether self-enrolment via the catalogue is appropriate for this pathway. If so, set up catalogue rules to make the pathway available to the right audience.

If learners should be automatically enrolled when they meet certain criteria (e.g. joining a particular group), set up automated enrolment rules.

By default, managers cannot enrol their team members into pathways. If you want managers to be able to enrol (and optionally unenrol) learners, enable this in the Access tab.

Decide whether learners should be able to unenrol themselves from the pathway. This is off by default and can be enabled in the Access tab.

Each pathway has a built-in internal auto-enrolment link that can be shared with existing users via email, intranet, Teams, or other channels, allowing them to self-enrol by clicking the link. You can find this in the Access tab. If you plan to use this option, consider adding a reference label and notes to help you track where the link has been shared.

If your organisation allows new users to self-register and enrol into the pathway, confirm whether this pathway should be available to self-registering learners and set up accordingly.

Via the People page (groups or individuals)

In bulk using a CSV file

Removing a topic: Learners who are already enrolled in a removed topic will retain that topic as a standalone enrolment, unless their enrolment is still at the pre-enrolled stage. Pre-enrolled topic enrolments will be removed cleanly.
​Solution: If you want to avoid learners retaining a standalone enrolment, check whether enrolments in the topic have progressed past the pre-enrolled stage or consider manually unenrolling learners from the topic before removing it from the pathway.

Adding a mandatory topic: Any learner who has already completed the pathway will have their completion status changed back to incomplete until they complete the newly added topic. Consider whether this is the outcome you want before adding mandatory topics to a live pathway.
​Solution: If you don't want to affect existing completions, consider enrolling learners into it as a standalone topic, adding it to the pathway as optional, or creating a separate updated version of the pathway for new enrolments going forward. If creating a new pathway version, remember to update any recertifications to point to the new pathway.