What is a Learning Path?

Learning Path is a structured curriculum in SalesHood which allows creators the ability to organize Huddles and Files together, as well as measure aggregate completion of assigned participants under one program.

Some common use cases for Learning Paths include: onboarding, time-sensitive training (such as annual security training), and product training.

How to Create a Learning Path

There are a few ways to create a Learning Path in SalesHood. However, this ability is only accessible to Coach, Publisher, and Manager role users (Managers can create a Learning Path for their own Team only).

From the Paths Tab

  1. Click on the Paths tab in the navigation bar
  2. Click the + Create New Learning Path button

From the Universal Content Creator

  1. Click on the “+” icon to expand the Universal Content Creator dropdown.
  2. Click on Learning Path

This will generate the Create New Learning Path popup where you can configure your path:

Learning Path Due Date

There are three types of Learning Paths:

  • Self-Paced: Paths with no Start or Due Date, where participants can complete the path at their own pace.
  • Scheduled: Paths with a weekly (Starting Monday – Ending Friday) due date set by the host
  • Dynamic Due Date: Paths where a participant’s due date is determined by using the date they joined the path, and a set number of duration business days (Monday- Friday)  for them to complete the path. 

Users with Coach access can switch between these three types of learning paths at any time to existing participants in a Learning Path. 

We have compiled some use cases when switching between the 3 types of Learning Path types:

FromTo
Self-paced
Start Date: None
Due Date: None
Scheduled
Start date: Can be set by host
Due date: Friday of the last week in LP
Self-paced
Start Date: None
Due Date: None
Dynamic Due Dates
Start Date: The date switch from self-paced to dynamic
Due Date: # of days from start date
Scheduled
Start Date: Can be set by host
Due Date: Friday of the last week in LP
Dynamic Due Dates
Start Date: The date switch from scheduled to dynamic
Due Date: # of days from start date
Scheduled
Start Date: Can be set by host
Due Date: Friday of the last week in LP
Self-paced
Start Date: None
Due Date: None
Dynamic Due Dates:
Start Date: The date user joins LP
Due Date: # of days from start date
Self-paced
Start Date: None
Due Date: None
Dynamic Due Dates
Start Date: The date user joins LP
Due Date: # of days from start date
Scheduled:
Start Date: Can be set by host
Due Date: Friday of the last week in LP

Publicity

A Learning Path’s publicity setting will determine if users are allowed to enroll themselves into a Learning Path.

Private: Only users who have been assigned to a Learning Path are able to participate

Public: Users can enroll themselves into a Learning Path without being assigned to it by the host or a Coach

Learn more about Public and Private Learning Paths here.

Modules in a Learning Path

Learning Paths contain the following 5 modules:

Start Here – Contains the Title, Intro video, Goals, Category, Host, Participants list and also the Publishing features that are only visible to Coaches/Publishers/Hosts (Publish, Clone, Hidden Activities, Email Team, Delete)

Schedule – This module is where you Add/Manage the Learning Path type, Add weeks, Programs. (Participants see this tab as view-only, they cannot add/manage programs, files or users)

Milestones – This module tracks the progress of all Participants’ completion within the learning path by the category of the content

Reports – This module allows Hosts/Coaches to view and export a report on the progress of the Participants in the path

Admin – This module is only available to Coaches/Hosts, and allows them to manually give completion credit to Participants for some or all programs in the Path. Here they can also change the Learning Path publicity and set it as Private or Public


Add Huddle, File, External Event to a Learning Path

While creating a Learning Path, you can add a new or existing Huddle, File or External Event into the Learning Path.

To add the content in the Learning Path in the form of Huddle, File and/or External Event, go to the Schedule section and under the Week, click on the  Sign inside the Days Box.

Upon selecting the Huddle, File or External Event a new pop-up screen will be generated and the content can be added to the Learning Path. 

Huddle

To add a Huddle, click on the Huddle option from the “+” button. The option for adding an existing Huddle or creating a New Huddle is available.

To add an existing Huddle, type the name of the Huddle that needs to be added into the Path and click Ok.

The “Keep huddle completion” is checked by default. This lets the Participants completion in an existing huddle stays the same when that huddle is added to the Learning Path. The existing Huddle added into the Learning Path can also be made option for the participants by checking on the “Optional event” box.

To add a New Huddle, click on the New option. Name the New Huddle, select the Type between Open and Scheduled, and click Ok. A new huddle can then be created and added into the Learning Path.

Files

To add files into the Learning Path, select Files option. Either a new file can be uploaded from the device or an existing file can be added from the Library.

In the Upload, click on the “browse” option, select the file from your device and click Ok. The file will then be uploaded into the Learning Path.

To use an existing file, click on the Existing File option, select the Category and enter the File Name, click Ok.

Reviewing file(s) in a Learning Path can be made optional for the participants by checking the Optional event box allowing participants to move ahead without accessing the file.

External Event

The External Event refers to an external source that can be added into the Learning Path allowing participants to access the content via the link added to the Path. The External Event source link must be stored in the SalesHood Library in order to add the External Event in a Path.

The External Event can be added into the Learning Path by clicking on the “External Event” from the “+” option. A New External Event window pops-up and the following fields can be filled.

  • Label: The event name to be displayed in the Learning Path
  • Link: The source link
  • Category: The Library Category where the source link is stored

The External Event can also be made option for the participants by checking the “Optional event” box. The Prerequisite option enables the participants to access the external event before moving to the next Module within a Learning Path. null

Prerequisites in Paths

In a Learning Path, you have the option to make a Huddle or an External event a prerequisite for participants in the path. This means that the participant will need to complete all huddles or events as a prerequisite to moving forward in the path.

In order to enable prerequisites, go into the selected path and select “Edit” by selecting the “…” on the huddle or event that you would like to have a prerequisite on.

You will then want to select the “Prerequisite” checkbox and select all of the huddles or external events that must be completed prior to the participant being able to complete the huddle.

For example, the huddle Open Huddle Test is now a prerequisite for huddle Always Be Closing. The participant must complete OpenHuddleTest to be able to access Always Be Closing.

In the Schedule view, you will then see the Prerequisite icon on the huddle that has Prerequisites. This article explains about Prerequisites in further detail.

  • Learning Paths do not have Open capability, users must be assigned to the Path in order to participate.
  • Homepage Components and Sorting Logic applies to all path types
  • We recommend using Scheduled (Due Date) for short-term paths with a specific end date (ex: Annual Security Training), and Self-paced for long-term paths that will have Participants continually added over time (ex: onboarding and product training)
  • Learning Paths also support Hidden Activities

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