Let's look at some common terminology used throughout Tribal Habits.
Knowledge
In Tribal Habits, "knowledge" refers to any learning content within the platform. This mainly includes topics and pathways, as well as external knowledge records. Topics can be created from scratch or sourced from the Tribal Habits Library.
Standard topic
A 'standard topic' is like a traditional online learning module. They usually contain several points, which act as 'chapters' to break your content up (although you can have up to 20 points per standard topic). Standard topics also have a main navigation page, and can have an end of topic assessment. You can additionally enable system-generated modules such as an Overview, Destination and Insights module.
Standard topics can be changed into short topics, if needed, via the topic's Navigation settings (provided the standard topic only contains one part, and has no system modules enabled)
Short topic
A 'short topic' is similar to a 'standard topic' in that it is an online learning module. However, they are usually much smaller pieces of learning. While 'standard topics' can contain up to 20 points, 'short topics' can only have one single point. They also cannot include assessment modules or the other system-generated modules available for standard topics.
Short topics do not have a navigation page, nor can they have end of topic assessments or activities.
Short topics can be changed into standard topics, if needed, via the Navigation settings.
Pathway
A 'pathway' is a way for you to bundle topics 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.
Catalogue
You can set up training for learners to self-enrol in via a catalogue (which can be accessed from their learner dashboard). The available training (topics 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
‘Admins’ are the users who control your portal. There are nine different Admin access levels, which you can learn about here.
Creators
'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.
Learners
Learners are users who are exploring or enrolled into knowledge.
(Previously, Learners were referred to as Explorers.)
Assessors
'Assessors' can review learner 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 learner has been enrolled in a topic or pathway, but has not started exploring it. This phase will trigger due dates and notifications.
Exploring. The learner has started exploring the topic, or at least one topic in a pathway, and is reviewing the knowledge.
Applying. The learner has commenced but not yet completed the topic assessment.
Completed. The learner has finished all the modules in that topic or completed all the required topics in a pathway. They are finished exploring the relevant knowledge.
Manager/Team Leader
User designated as a team leader (also known as manager) 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 user 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 that are currently in use and ready for enrolments.
Draft: This refers to topics 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 appear in Draft by default.
Archived: This refers to superseded knowledge that is no longer in use. Archiving knowledge will retain its records.
Enrolment
Enrolling learners means assigning them knowledge (topics 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 learners, click here.
Learners can only have one current enrolment in a piece of knowledge at a time. If they need to retake it (either by an admin or when a recertification period has been reached) their existing enrolment becomes lapsed, and the retake becomes their new current enrolment.
When learners are enrolled, they may be given a due date for completing the knowledge and sent an email letting them know about the enrolment. Later, they may also receive overdue reminders and, once they finish, a notification with their certificate.
Sage
Sage is our online virtual coach and provides guidance when creating or editing a topic. Sage can also help to build out content elements based on existing content.
Topic modules (Overview, Points, Insights, Assessment and Destination)
A standard topic can contain several modules:
Overview: This module creates a welcome experience for learners 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 learners 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. Points contain the learning content of the topic itself. A topic can have up to 20 points, however most often a topic has between 4-6. 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 learners with a graded online assessment. You can learn more about assessments in this dedicated support article.
Destination: This module provides a conclusion experience for your learners. 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.
Note: The Overview, Insights, Assessment and Destination modules are known as 'system modules' and can be enabled or disabled, and while they cannot be fully edited like a normal topic point, they have options that can be toggled on and off.
Elements
Topics are built using a "building block" approach. Each element is a block of content that comes with a template for you to fill in. The following types of elements are available:
Section: A break in the content with a large heading, which triggers certain automatic formatting and interactions. Section elements also control the "Next up" buttons in a topic.
Text: Paragraphs of rich text, with formatting options including bold, italic, underline, bullet lists, numbered lists and links. Text can be shown in a single box or side by side in columns.
Highlight: Draws attention to key information. Includes dividers, insights, callouts and quotes.
Media: Includes audio, video, image, narration and PDF/file download elements.
Sequence: A popular way to present larger amounts of written content in an engaging, visual format. Useful for breaking down a list of concepts or ideas. Includes accordions, acronyms, buttons, cards, checklists, flipcards, processes and more.
Interaction: Adds engagement with interactive elements such as hotspots, sort activities, polls, reflections, scenarios and more.
External: Hosts external content such as SCORM files, or embeddable resources including H5P, Google Maps and SoundCloud.
Quiz: Informally tests learners as they go, with quiz, fill-in and match activities. Spread quizzes through a topic to break up long stretches of reading.
Assess: A range of dynamic assessable elements, including Q&A, task, upload, event, requirement and observation.
Editing (Versions, Edit, Preview, Publish and Update)
Versions: Topics in Tribal Habits include the ability to have both an editing (creator) and published (exploring) version with built-in version control. This allows learners 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, you can obtain a live preview of your topic at any time by clicking on the 'Preview' button on the top right of the screen.
Publish: When creators publish their topic, it creates a version just for learners. It's like saving and exporting a copy of that version of your content for learners to use.
Update: When creators want to update their topic, they can use the same process to apply an update and select either a minor or major update.