To manage pathways in your portal, navigate to Admin → Account → Knowledge and select the Pathways tab.
For details on other tabs in the Knowledge area of your portal, please review the dedicated support article for each Topics, Library, Templates or External.
Below is a breakdown of the functions available within the Pathways tab:
Available actions:
Filter and search your pathways- There are various options for filtering your pathways. For more information, click here.
Create new knowledge - Use the 'I want to...' button to select 'Create new knowledge' or 'Create new pathway'.
Export a CSV file of your pathways- The download button at the top-right of the page allows you to export a CSV file of the pathways available in your portal.
Please note, this download may take some time and will be available to you from the Download area of Analytics, when ready.
View details specific to each pathway- Your list of pathways displays information pertinent to each in a table format, including the details of any assigned categories and skills, the number of total, incomplete, and overdue enrolments, and percentage of completions. Enrolment numbers and completion percentage are clickable and will take you to the enrolments report for that pathway, filtered to show the data behind the number or percentage clicked.
Please note, the enrolments calculation is based on current enrolments from activated people only. Lapsed enrolments and those of deactivated users are not included.
Access the admin area of a pathway- By clicking on a pathway in the list, you can access the admin area of that pathway, where you can view and edit its listed topics and structure, manage various aspects of the pathway (including its access, notifications, results, and settings), and view information about enrolments.
Perform bulk actions - When you select one or more pathways on the page, the 'Bulk Action' button becomes available. Click the button to perform bulk actions including add categories, add skills, move to active, and archive.
Filtering and searching pathways
You can filter and search pathways in your portal as follows:
Search for pathways in your portal using keywords. This will search the title and overview along with categories and skills, if applicable.
Filter pathways by visibility (i.e. active or archived)
Filter pathways by assigned categories.
Filter pathways by assigned skills.
Filter pathways by their created date, and their last update date.
Note: Once you select one or more filters, you must then click the Apply Filters button for the pathway list to update.
Managing a specific pathway
When you click the name of a pathway in your list of pathways, you can access the admin area for that pathway where you have access to several tabs for managing the specific pathway.
Overview - Modify the topics included in the pathway (add or remove content, update the settings).
Results - View enrolment data at both the pathway and topic level, with the option to drill down per learner.
Enrolments - View enrolment details.
Access - Find enrolment codes for CSV uploads, and manage access settings.
Notifications - Manage enrolment, reminder and completion notifications.
Settings - Manage settings such as due dates.
Timeline - View the historical data for your pathway.
IMPORTANT! Changes to topics in a pathway affect all enrolled learners, not just future enrolments. If you add or swap a topic, all enrolled learners (including those who completed it) will move to exploring and must complete the new topic to return to completed. You will be prompted to alert learners when this occurs.