Courses and Learning Paths - The LMS Library > Learning Paths

Courses can be added to a Learning Path after completing the Detail page.

Courses must be added to the Learning Path before adding users. Users can be added to a Learning Path using different methods. Each method is detailed below.

You should use caution when adding Courses to a Learning Path after it has been assigned to users. See the Consequences of Modifying Learning Paths topic for more information.

Adding users from the Learning Path Add/Edit

This topic discusses how to add users to a Learning Path using the Users tab in the Learning Path edit view.

This method assigns a single Learning Path to one or many users.

1.Navigate to the Library page.

2.Search for the Path, hover over the Path card, and then click the Edit icon.

3.Click the Users tab on the right side of the page.

4.Click the Add a new record icon.

5.Search for users.

a.Free text search allows you to enter a Last Name, First Name or UserID.

b.The Show filters icon displays relevant User fields by which to filter the Search Result.

c.Click to execute the search using the defined criteria.

Productivity Tip

When searching for users (learners), you can search and select users based on differing criteria without closing the Search window.

Example:

If you wanted to search for a user with the Last Name of Smith and a user with the Last Name of Jones, you could:

1.In the Free text search field, type: Smith.

2.Click

3.Then select the appropriate user.

With the window still displayed:

1.In the Free text search field, type: Jones.

2.Click .

3.Then select the appropriate user.

The previous selection will remain in the Results display. This method can be used with any of the Selector windows and criteria fields in the LMS.

6.Select the users to be added, and then click .

Using Auto Assign

Once Groups have been created, the group is available for auto-assignment to Learning Paths. This method automatically assigns a Learning Path to users based on Groups as defined in the Group Manager. For example, having a New Hire Group allows you to create a Learning Path specific to new users joining the firm without having to add them individually.

1.Navigate to the Library page.

2.Search for the Path, hover over the Path card, and then click the Edit record icon.

3.Select the Auto Assign tab.

4.Select the Group(s) to be Auto Assigned to the Path.

5.Click .

Note: If Users who are automatically assigned to a Path become removed from the Path>Users list, they may be reassigned to the Path if they still belong to an associated Auto-assign group. Refer to the following points to understand when the Auto-assign feature is triggered to run:

•Automated learner imports trigger the auto-assign feature to check rules and run all Auto-assign jobs.

•Updating and saving an Auto-assign group will trigger the Auto-assign to run wherever that group is being used.

•Opening and saving a Path's Auto Assign list (Path>Edit>Auto Assign) will trigger Auto-assign to run.

•Clients who don't have an automated import to trigger Auto-assign to run, can request Intellek to enable a process to run daily, overnight Auto-assign jobs (midnight UTC). To request this process, contact support@intellek.com.

Add a user to multiple Learning Paths

This topic discusses how to add users to a Learning Path using the Paths tab in the user record.

This method can assign a single user to one or more Learning Paths at the same time.

1.Navigate to the Users page.

2.Search for and select the user by clicking in the row.

3.Click Edit record .

4.Click the Paths tab on the right of the page.

5.Click Add a new record .

6.Search for the Path and check the relevant check box.

7.Search again if you have a second Path to assign.

8.Click .

Removing users from a Learning Path

Users can be removed from a Learning Path using different methods.

Important!

If you remove a user from a Path, and that user meets the criteria of an Auto Assignment group, they will be reassigned.

1.Navigate to the Users page.

2.Search for and select the users by clicking in the row.

3.Click Edit record .

4.Click the Paths tab on the right side of the page.

a.Click in the row of the Path you want to be removed, and then click the Remove selected items icon.

b.Click OK to confirm and dismiss the message.

5.Navigate to the Library page.

6.Find the Path in the Library, hover over the Path card, and then click Edit .

7.Click the Users tab on the right side of the page.

a.Click in the row of the user you want to be removed.

b.Click Remove selected items .

c.Click OK to confirm and dismiss the message.

Key Information

Deleting a user from a Learning Path will eliminate the user from being included in the Path Progress Report. If the user creates a History record for Courses prior to being removed from the Learning Path, they will retain those History records for the Courses.

Managing Learning Path users

Managing Learning Path users