How to create a SmartPath?

A SmartPath is a structured sequence of learning modules designed to guide learners step by step through a curated learning journey. Before creating a SmartPath, ensure you have already created the individual modules that you want to include.

Step 1: Create New SmartPath

1. Navigate to: EDITOR > LEARNING AND KNOWLEDGE > SmartPaths > View All SmartPaths.

   Click the Create SmartPath button at top right corner.

   In the SmartPath setup screen, enter the following basic details:

   • Business Unit: Select the relevant unit.

     Course type: You can tag your SmartPath based on the type of content it includes—such as Blended, ILT (Instructor-Led Training), E-learning, or Classroom.

     Type: SmartPaths can be classified as Mandatory or Optional. This classification is informational and does not trigger any system-enforced completion requirements.

     SmartPath Title: Provide a clear name for your SmartPath.

     SmartPath Code: You can give a SmartPath code which helps you to uniquely identify the SmartPath.

     Description: Add a short summary of what the SmartPath covers, which helps the learners.

     You may also:

     • Change the language of the SmartPath.
     • Update the cover image and theme color.
     • Upload a completion certificate to reward participants on finishing the SmartPath.

You can also add a  'Completion Certificate' that would be awarded to the participants on the completion of the SmartPath, using the option below. Make sure the certificate is created in advance so that you can select the required certificate for the SmartPath completion.

3. Click Save SmartPath to move to the next step.  This will take you to the next step in the creation of SmartPath.

Step 2: Add Modules to the SmartPath

1. On the next screen, you will see a list of available modules. Use the search or business unit filter to find specific modules.

2. Select the desired modules and click Add Selected.
3. The modules you choose will be added to the SmartPath.

Then it opens the following page where the list of modules assigned to the SmartPath is shown:

4. You can change the order of modules by clicking Re-order Modules and dragging them into the preferred sequence. Once done, click on the 'Save' button to save the changes.

   

5. Optionally, you can set module access rules based on:
   • Completion of a previous module
   • A specific date and time
   • Achieving a certain score in a prior module

NB: These rules are applied from the second module onwards and help control the learning path progression.

To apply rules, click on the 'Manage Rules' button that is beside each module. It opens the following pop-up:

• By Day: If you select the Type as By Day, then you have to select a day and time at which the module can be accessed. Once you enter these details, click on the 'Add Rule' button to add the module successfully.

• On Completion: If you select 'On Completion', you have to select a module. Only upon completion of this module, the participants will be able to access the next module. Click on 'Add Rule' once done.

• By score: If you select this option, you have to choose a module in Modules. Only on achieving the threshold score that is set for this module, the participant will be able to access the next module. For example, you can say that only if someone gets a score of 10 in the previous module, he will be able to access the next module.  As shown in the screenshot below, You can set a Score and a Comparator--  'Less Than', 'Greater Than', 'Equal To'

6. You can assign milestones to individual modules, such as badges or certificates, which learners receive upon completion. To configure a milestone for a module, click Manage Milestone next to the relevant module.

It will open up the following pop-up where you can select the required badge/certificate and click 'Save'.

Step 3: Assign Batches

The next step is to assign the SmartPath to the required set of learners. In SmartPath, assignments are created in batches. The idea behind batches is that the same SmartPath can be reused multiple times for different groups of learners. This eliminates the need to recreate the SmartPath each time a new set of users is enrolled for the same course.

1. After modules are added to the SmartPath, to create the batch of learners for the SmartPath, click View Batches at the top right.

2. Select Create Batch.

3. Fill the below details to create the batch:

• Batch Name
• Duration of the batch - start date/time and edit date/time
• Due date of the batch - This date is displayed on the learner’s calendar as the deadline to complete the SmartPath.

3. If learning sessions are included as part of the SmartPath, you can enter the session details for the batch. The following details are required for each learning session:

• Start Date & Time: Specify when the session begins.
• End Date & Time: Specify when the session ends.
• Instructor: Specify the instructor who will conduct the session. The instructor may or may not have a SmartWinnr account. If an account exists, start typing to select the instructor from the list; otherwise, enter the instructor’s name manually.
• Session Link: Mandatory for virtual sessions. Provide the link learners will use to join the session.
• Session Location: Mandatory for classroom sessions. Specify the location where the session will be conducted.
• Session Details: Topic covered in the session or any additional information you would like learners to know before joining the session. You can include clear objectives for the session here so learners understand what they will achieve. This field can also be used to communicate any prerequisites to learners in advance.

3. Once the batch details are filled, you can select the users for the batch. You can filter participants by business unit, country, group etc
4. You can also add reminders for the users notifying them to complete their training and attend the learning session.

5. Click Assign Users to complete the batch assignment. This finalises the SmartPath for the selected users.

Whenever you need to use the same SmartPath for another setup of learners, you can go in and create new batches anytime.

Step 4: Add Coach (Optional)

1. On the coaching assignment screen, enter:
   • Number of coaches to assign per participant
   • Select the coach for each participant. If the same coach applies to all participants, you can select the coach directly under Select Coach in the first row. If different coaches are assigned to individual participants, you can manually select a coach for each user.
2. Click Assign Coach to complete the setup.

This assigns the selected coaches to the SmartPath’s coaching segments.