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In this article, we explore some Tribal Habits terminology.

Kathleen McGahey avatar
Written by Kathleen McGahey
Updated over a week ago

Let's look at some common terminology used throughout Tribal Habits.


A 'topic' is like a traditional online learning module. Topics usually contain several points, which act as 'chapters' to break up your content. Topics also have a main navigation page, and can optionally have end of topic assessments and activities.


An 'article' is similar to a topic in that it is an online learning module. However, articles are usually much smaller pieces of learning. While topics can contain up to 12 points, articles can only have one single point.

Articles do not have a navigation page, nor can they have end of article assessments or activities.


A 'pathway' is a way for you to bundle topics and articles together. For example, if you had 5 topics for new starters to complete you could bundle these into a single pathway called 'Induction'. Click here to learn more about creating pathways.


In Tribal Habits, 'knowledge' refers to any learning content within the platform. This could be topics, articles or pathways. Knowledge can include library topics, or ones you've created from scratch.


You can set up training for explorers to self-enrol in via a catalogue (which can be accessed from their learner dashboard). The available training (topics, articles and pathways) in a catalogue can differ for different users, depending on the rules you configure. Click here to learn more about creating catalogues.


‘Admins’ are the users who control your portal. There are four different Admin access levels, which you can learn about here.


'Creators' are users who can create and edit knowledge. Whilst Admins are automatically creators, a creator can also be a user who is not an Admin. You can learn more about assigning creators here.


'Explorers' are users who are exploring or enrolled into knowledge.


'Assessors' can review explorer task completion, event attendance, uploaded files and Q&A responses for assessment. Whilst creators are automatically able to assess, Assessors do not have to be a Creator or an Admin.

Progress (Unexplored, Exploring, Applying and Completed)

User progress fall into four main categories: unexplored, exploring, applying and completed.

  • Unexplored. The explorer has been enrolled in a topic, article or pathway, but has not started exploring it. This phase will trigger due dates and notifications.

  • Exploring. The explorer has started exploring the topic, article or at least one topic or article in a pathway, and is reviewing the knowledge.

  • Applying. The explorer has progressed to any application modules in their topic. This includes any Assessment and any Activities in that topic.

  • Completed. The explorer has finished all the modules in that topic, completed the entire article or completed all the required topics or articles in a pathway. They are finished exploring the relevant knowledge.

Manager and Team Leader

User designated as a manager or team leader within Tribal Habits has access to information about their team via the 'Team' button on their dashboard. Optionally, you can also turn on manager enrolments, as well as subscribe them to manager email reports.

Activated and Deactivated users

When you deactivate a person they will no longer be able to log into the portal (they are 'locked out'). All their data and information will be retained.

An 'activated' user, on the other hand, is somebody who is able to log in. To learn more about activated and deactivated users, click here.

Monthly Active User

A 'Monthly Active User' is a user who has logged in within that particular calendar month.

Active, Draft and Archived knowledge

Active, Draft and Archived refers to the visibility of knowledge by your admins.

  • Active. This refers to topics or articles that are currently in use and ready for enrolments.

  • Draft. This refers to topics or articles that are still in progress and not quite ready for enrolments. Perhaps your creators are editing or making changes to this knowledge. Upon creation, all topics and articles appear in Draft by default.

  • Archived. This refers to superseded knowledge that is no longer in use. Archiving knowledge will retain it's records.


Enrolling explorers means assigning them knowledge (topics, articles or pathways) to complete. You can enrol users within the people tab both individually and in bulk. You can also enrol users in bulk via the Upload People function.

To learn more about enrolling explorers, click here.


Sage is our online virtual coach, and provides guidance when creating or editing a topic or article.

Topic modules (Overview, Points, Insights, Assessment, Activities and Destination)

A topic can contain several modules:

  • Overview. This module creates a welcome experience for explorers in your topic. It outlines the What and Why parts of your topic overview, provides information on some topic settings and can display your selected introduction analytics (such as polls on the prior experience of explorers or their learning goals for your topic). You can learn more here.

  • Points. Points are a way to break up your topic, similar to chapters within a book. A topic can have up to 12 points, however most often a topic has between 3-5. Points can be labelled: Parts, Rules, Facts or Steps.

  • Insights. This module gathers all the insights from your entire topic into a single area.

  • Assessment. This module presents explorers with a graded online assessment. You can learn more about assessments in this dedicated support article.

  • Activities. Activity modules provide explorers with on-the-job assignments to complete as part of your topic. You can learn more about activities in this dedicated support article.

  • Destination. This module provides a conclusion experience for your explorers. It can optionally ask them additional standard analytics questions about their experience in your topic. It also provides a congratulatory message and neatly wraps-up your topic. You can learn more about the standard analytics in this module in this dedicated support article.

Building blocks (Sections, Text Blocks, Media Blocks and Interactive Blocks)

We use a 'building block' approach. Each element is a 'block' of content, complete with a template for you to fill in.

  • Sections. A designated break within the content allowing a large heading and triggering certain automatic formatting and interactions. Section elements control the 'Next up' buttons in a topic.

  • Text Blocks. A text field for paragraphs of rich text. Formatting options include bold, underline, italic, bullet lists, numbered lists and links. Great for traditional text paragraphs, bullet points and lists.

  • Media Blocks. This includes audio, video, image and narration elements.

  • Interactive Blocks. This includes interact, hotspot, quiz, match, Q&A, reflect and poll elements.

Editing (Versions, Edit, Preview, Publish and Update)

  • Versions. Topics and articles in Tribal Habits include the ability to have both an editing (creator) and published (exploring) version with built-in version control. This allows explorers to access the published version, while a creator continues to make changes to their editable version.

  • Edit. The mode in which a creator can create and edit content.

  • Preview. As you are adding content to a topic or article, you can obtain a live preview of your topic or article at any time by clicking on the 'Preview' button on the top right of the screen.

  • Publish. When creators publish their topic or article, it creates a version just for explorers. It's like saving and exporting a copy of that version of your content for explorers to use.

  • Update. When creators want to update their topic or article, they can use the same process to apply an update and select either a minor or major update.

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