When it comes to grouping topics together, Pathways are a popular feature in Tribal Habits.
Pathways 'wrap' a set of topics into a single enrolment. You can then allow learners to access all the topics in that pathway at once, or in a fixed order (topic 2 is accessible once topic 1 is completed, and so on).
Another way to link topics and pathways together is with our Next Enrolment or Next Certification features.
Next Enrolment
Every topic and pathway in Tribal Habits has a Next Enrolment option which is disabled by default.
To configure a follow-up enrolment:
Navigate to the Admin area of the applicable knowledge.
Select the Settings tab and click Edit in the Timing panel.
Change the Next Enrolment setting from None to Yes, then click Set next knowledge.
Select up to five follow-up topics or pathways, in any combination.
Click Save.
When a learner completes the first topic or pathway, they are automatically enrolled in all of the selected topics and pathways.
This process 'daisy-chains' training together, only releasing each piece of knowledge as the prior one is completed.
Next Certification
Every topic and pathway in Tribal Habits also has a Next Certification option which, similar to the Next Enrolment feature, triggers a new enrolment for a learner.
To configure a follow-up certification you firstly need to:
Enable a Certified date for your topic or pathway. Say, 365 days from when the learner completes the topic.
Enable Re-Certification for that topic or pathway. Say, 30 days before the Certified Date for each learner.
Follow these steps:
Navigate to the Admin area of the applicable knowledge.
Select the Settings and click Edit Certification in the Certification panel.
In Certified Date, specify either the number of days the certification is valid for (and whether this is from the date of completing or being enrolled into the knowledge) or a specific date until which the certification is valid.
In Re-certification, specify the number of days before the certified date that the learner will automatically re-take the ‘next certification’ knowledge.
In Next Certification, select from the following:
Retake this knowledge - the learner will be required to retake the same knowledge again).
Enrol in other knowledge - the learner will be enrolled into a different knowledge, as selected by you
If the second option is selected (Enrol in other knowledge), click Set next certification and select a follow-up topic or pathway.
Click Save.
The trigger for the next certification is the re-certification date for the given topic or pathway. You can learn more about Certification processes in this article.
Now, after a learner completes the topic or pathway, they will be set a certified date for today plus 365 days. Then in 335 days (30 days before the certified date), the learner will be enrolled in the OTHER topic or pathway.
Note: A Next Certification enrolment is a 'retake' enrolment, so it will cause a new enrolment even if the learner has already completed the training.
Next Certification is a great way to transfer learners between new topics or pathways over the years.
For example, you may have enrolled learners into a Pathway of compliance training for 2021. You might then create a new pathway of different training for 2022. Next Certification would allow you to move learners into the 2022 pathway when their certification expires.
Alternatively, you may have a topic for initial product knowledge, which is long and thorough - explaining all aspects of that product knowledge. Each year you may create a short product knowledge 'update' topic that focuses only on new information about that product. You could use Next Certification to roll learners who have completed the initial product knowledge topic into the shorter 'update/refresher' topic after their certification expires.