Configuring Learning Path Settings

The Settings tab provides comprehensive controls for managing learning path information, registration options, display preferences, and administrative assignments after initial learning path creation. Settings configuration enables administrators to adjust learning path properties, modify access controls, update program information, and refine learning path behavior as organizational training needs evolve.

Regular settings review and adjustment ensures learning paths remain aligned with current training objectives, organizational policies, and learner access requirements. The Settings tab serves as the central configuration interface for all learning path properties beyond course content structure.

Requirements

To configure learning path settings, users must be assigned a security role with the following permissions:

Administrator System Role
Access Level: Training Manager

Settings Tab Overview

The Settings tab organizes learning path configuration options into logical sections that mirror the initial creation interface while adding administrative controls available only after learning path establishment. Settings modifications take effect immediately for the learning path and apply to future enrollments while preserving existing learner assignments and progress.

Accessing the Settings Tab

Navigate to the Training module and select the Learning Paths tab
Click the name of the learning path you want to configure from the learning paths list
The Learning Path Details page opens with the Contents tab displayed by default
Click the Settings tab in the tab navigation area
The Settings page displays all configurable learning path properties organized by section

Settings Tab Sections

The Settings tab contains three primary configuration areas:

General Information: Basic identifying information including name, description, reference code, and publication status that define the learning path identity and visibility

Learning Path Settings: Registration controls, language selection, pricing configuration, request URL management, and survey linkage that govern learner access and program behavior

Display Settings: Category assignment and visual organization that control how learning paths appear in course catalogs and learner interfaces

Administrative Controls: Manager assignment and owner designation that determine who receives notifications and has management responsibilities for the learning path

General Information

The General Information section contains core identifying fields that define the learning path and communicate its purpose to learners and administrators. These fields affect how learning paths appear in listings, search results, and detail pages.

Name

The learning path name serves as the primary identifier displayed in course catalogs, progress reports, completion certificates, and all learner-facing interfaces. Names should clearly communicate program content, objectives, and target audiences.

Updating names:

Modify the name field to adjust how the learning path is identified across the system
Consider name changes when learning path scope evolves or organizational branding updates
Maintain name consistency with related learning paths for intuitive program organization
Avoid frequent name changes that may confuse enrolled learners or disrupt communications

Name change impacts:

Learning path name updates affect all future displays but do not retroactively change completed certificates
Learners already enrolled see the updated name in their active assignments and progress views
Reports and analytics display the current name for the learning path regardless of when assignments occurred
Search functionality uses the updated name immediately for course catalog discovery

Description

The description field provides detailed information about learning path content, objectives, target audiences, and benefits. Comprehensive descriptions help learners understand program value and make informed enrollment decisions.

Updating descriptions:

Revise descriptions when course content changes, organizational objectives shift, or learner feedback suggests clarity improvements
Use formatting (paragraphs, bullet points) to enhance readability in learner interfaces
Include updated time estimates if course additions or removals significantly affect program length
Highlight new courses added to learning paths or note content updates that enhance program value

Description best practices:

Lead with learning outcomes—describe what learners will achieve upon completion
Specify target audiences and prerequisite knowledge to help learners self-assess appropriateness
List key topics covered across all courses for comprehensive program overview
Mention certification or credential benefits to motivate enrollment and completion
Keep descriptions current as learning path contents evolve over time

Reference Code

The reference code provides a shortened identifier for administrative use in reports, communications, and system integrations. Reference codes support organizational cataloging systems and simplify learning path references in documentation.

Updating reference codes:

Modify codes to align with updated organizational coding standards or classification systems
Adjust codes when learning paths change level or tier within certification frameworks
Update codes for consistency when implementing new reference code conventions across training programs
Consider backward compatibility if external systems reference learning paths by code

Reference code considerations:

Code changes may affect integrations, reports, or external systems referencing learning paths
Communicate code updates to administrators, reporting teams, or system integrators who may use codes
Maintain code documentation that maps current and historical codes to learning paths for reference continuity

Status

The status field controls learning path visibility and determines whether learners can discover and access the training program through course catalogs and self-registration interfaces.

Status Options:

Draft Status:

Learning path is under development and not visible to learners regardless of sharing options
Use Draft status when building new programs, making significant content changes, or preparing major updates before broad deployment
Draft learning paths appear in administrator views but remain hidden from learner course catalogs and search results
Administrators can assign users to Draft learning paths manually—the status controls visibility, not assignment capability

Published Status:

Learning path is visible to learners based on configured sharing options and self-registration settings
Learners can discover Published learning paths in course catalogs, search for them by name or description, and enroll based on access controls
Published status requires at least one published course in the learning path—empty learning paths cannot be published
Learning path becomes accessible to target audiences immediately upon status change to Published

Changing Status:

Locate the Status field in the General Information section
Click the dropdown menu and select Draft or Published
Click Save or Update at the bottom of the Settings page to apply the status change
Verify the status update by reviewing the learning path status indicator on the Learning Paths list page

Status change best practices:

Change to Draft when making significant content modifications to prevent learners from enrolling in incomplete programs
Publish learning paths only after thorough testing, content review, and stakeholder approval
Communicate status changes to stakeholders when taking published programs offline or launching new programs
Use Draft status temporarily during maintenance periods rather than deleting learning paths entirely

Learning Path Settings

Learning Path Settings configure registration options, access controls, and program-specific features that govern how learners interact with and enroll in training programs.

Enable Self Registration

The Enable Self Registration checkbox controls whether learners can immediately enroll in learning paths without requiring administrator approval or request processing.

Checked (Enabled):

Learners see an "Enroll" button in learning path detail pages that immediately assigns them to the program
Enrollment creates automatic assignments to all courses within the learning path
Learners receive enrollment confirmation notifications and can begin accessing course content immediately
No administrator intervention is required for enrollment—learners control their own training access

Unchecked (Disabled):

Learners see a "Request" button in learning path detail pages that submits enrollment requests for administrator review
Requests appear in Dashboard New Requests widget and learning path Users tab for approval processing
Administrators must approve or reject requests before learners gain access to the learning path
Approval workflows support qualification verification, capacity management, or prerequisite validation before enrollment

When to enable self-registration:

For open enrollment programs supporting autonomous learning and professional development
When administrative request processing would create bottlenecks in training delivery
For foundational programs without strict prerequisites or qualification requirements
When supporting self-directed learning cultures that encourage voluntary training participation

When to disable self-registration:

For certification programs requiring prerequisite verification before enrollment
When managing capacity-limited programs with resource or class size constraints
For advanced programs where administrators validate foundational knowledge before access
When payment processing, legal agreements, or documentation must be completed before training access

Language

The Language dropdown specifies the primary language for learning path information, notifications, and user interface elements. Language selection helps learners identify programs appropriate for their language preferences.

Updating language settings:

Click the Language dropdown menu in the Learning Path Settings section
Select the appropriate language from available options
Click Save or Update to apply the language change

Language considerations:

Language setting applies to learning path wrapper elements (name, description, notifications)
Individual courses within learning paths may use different languages—learning path language does not override course-level language settings
Create separate language-specific learning paths when serving multilingual audiences with localized content
Use custom labels in multi-language portals to provide translated learning path names and descriptions
Coordinate language settings with organizational localization strategies and learner population language requirements

Price

The Price field enables administrators to specify costs for paid learning path programs. Pricing integrates with payment processing systems to collect fees before granting learner access to training content.

Updating pricing:

Locate the Price field in the Learning Path Settings section
Enter numeric values only without currency symbols—currency display is controlled by system settings
Leave blank for free learning paths available without charge
Click Save or Update to apply pricing changes

Pricing considerations:

Pricing changes affect future enrollments but do not retroactively charge or refund existing learners
Coordinate pricing updates with finance teams to ensure proper revenue recognition and accounting
Consider whether to price learning paths versus individual courses—bundled pricing often provides better perceived value
Communicate pricing changes to stakeholders and update marketing materials accordingly
Verify payment gateway configuration before implementing or modifying paid learning path pricing

Pricing strategy guidance:

Research market rates for comparable certification programs in your industry
Consider learner willingness to pay and budget availability when setting prices
Offer early-bird discounts or promotional pricing during learning path launches
Provide tiered pricing for different learner populations (employees, partners, customers)
Document pricing rationale for future reference when reviewing or adjusting program costs

Request URL

The Request URL field enables custom enrollment workflows by directing learners to external forms, qualification questionnaires, or registration systems when they request learning path access. The learning path ID is automatically appended to URLs for request tracking and assignment automation.

Configuring request URLs:

Locate the Request URL field in the Learning Path Settings section
Enter the complete URL including protocol (e.g., "https://training.company.com/enroll")
Verify that the destination system can receive and process the automatically appended learning path ID
Click Save or Update to apply the request URL
Test the request workflow to ensure proper integration functionality

Request URL use cases:

Direct learners to qualification questionnaires verifying prerequisites before enrollment
Integrate with external registration systems managing training access beyond Magentrix
Route requests through enterprise approval workflows controlling training budgets
Collect additional learner information through custom forms before granting access
Support specialized payment processing through e-commerce systems for paid programs

Request URL best practices:

Document request URL workflows for support teams assisting learners with enrollment
Test request URLs thoroughly before publishing learning paths to validate integration
Monitor request processing to ensure external systems properly handle learning path requests
Coordinate with technical teams managing destination systems when implementing or modifying request URLs
Maintain request URL consistency across related learning paths for predictable learner experiences

Survey

The Survey dropdown links optional completion surveys that gather feedback about learning path effectiveness, content quality, and learner satisfaction. Surveys support continuous program improvement through structured feedback collection.

Linking surveys:

Click the Survey dropdown menu in the Learning Path Settings section
Select a survey from available options created in the Surveys module
Click Save or Update to link the survey to the learning path
Learners completing the learning path receive prompts to complete the linked survey

Survey implementation considerations:

Surveys must be created using the Magentrix Surveys module before they can be linked to learning paths
Survey completion is typically optional—learners can skip surveys without affecting learning path completion status
Survey responses are accessible through survey reporting tools for analysis and program improvement
Consider survey timing—completion surveys gather feedback when learning experiences are fresh
Review survey results regularly to identify enhancement opportunities and validate program effectiveness

Effective survey design:

Keep surveys brief and focused on actionable insights rather than extensive questionnaires
Ask about overall program effectiveness, course sequencing appropriateness, and credential value
Include questions about learner confidence applying skills learned through the program
Use rating scales, multiple choice, and brief open-ended questions for efficient data collection
Focus questions on program-level feedback rather than individual course details
Share positive survey feedback with stakeholders to demonstrate training program value

Display Settings

Display Settings control how learning paths appear in course catalogs and learner interfaces, supporting program organization and discovery through categorization and visual presentation.

Saving Settings Changes

After modifying any learning path settings in the General Information, Learning Path Settings, or Display Settings sections:

Review all changes to verify accuracy and appropriateness
Locate the Save, Update, or Update Learning Path button at the bottom of the Settings page
Click the button to save all settings modifications
The page refreshes or displays a confirmation message indicating successful settings update
Verify changes by reviewing learning path displays in learner views or administrative interfaces

Settings change impacts:

Immediate effects:

Status changes affect learning path visibility immediately—Draft hides programs, Published exposes them
Name, description, and category updates appear in all current displays of the learning path
Self-registration changes affect enrollment workflows immediately for new learner interactions
Language, pricing, request URL, and survey changes apply to future enrollments

Existing enrollments:

Settings changes do not remove or modify existing learner assignments to learning paths
Learners already enrolled see updated learning path information (names, descriptions)
Price changes do not retroactively charge or refund learners who enrolled under previous pricing
Survey changes affect only future completions—learners already completed are not prompted retroactively

Best Practices and Recommendations

Strategic Settings Management

Review settings periodically: Schedule regular reviews of learning path settings to ensure they remain aligned with current organizational policies, training objectives, and learner needs

Test before publishing: Use Learner View to experience learning paths after settings changes to verify that modifications create intended learner experiences

Coordinate with stakeholders: Involve training managers, department heads, or program owners in settings decisions that affect training delivery or learner access

Document settings rationale: Maintain notes explaining why specific settings were configured to support future administrators and ensure continuity in program management

Plan for scale: Consider how settings choices affect administrative workload—self-registration reduces request processing but may require more learner support

Name and Description Excellence

Keep information current: Update names and descriptions promptly when learning path contents change or organizational terminology evolves

Use learner-centric language: Write descriptions from learner perspectives emphasizing benefits, outcomes, and career impact rather than administrative details

Maintain consistency: Use similar naming patterns and description structures across related learning paths for professional presentation and easier learner navigation

Optimize for search: Include keywords learners naturally use when searching for training to improve program discovery in course catalogs

Highlight updates: When modifying descriptions after content changes, mention new courses or updated content to re-engage previous visitors

Access Control Strategy

Start restrictive: Begin with Draft status and disabled self-registration while developing learning paths—expand access progressively as programs reach readiness

Align with approval needs: Use self-registration for open programs but disable it for high-value certifications requiring qualification verification

Coordinate with sharing: Remember that self-registration works in conjunction with sharing options—both must allow access for enrollment to succeed

Monitor request patterns: If disabling self-registration, track request approval rates and processing times to ensure responsive workflows

Adjust based on data: Review enrollment patterns and request volumes to determine if self-registration settings remain appropriate for program objectives

Category and Organization

Plan category frameworks: Develop thoughtful category structures that support intuitive program discovery and align with organizational hierarchies

Limit category proliferation: Avoid creating excessive categories that fragment catalogs—aim for 5-15 meaningful categories

Coordinate with courses: Use consistent categories across courses and learning paths for unified catalog organization

Review effectiveness regularly: Evaluate whether learners can easily find programs using current categories—adjust based on search patterns and feedback

Support reporting needs: Consider how category selections enable training analytics and reporting when developing categorization strategies

Survey Implementation

Deploy selectively: Link surveys to learning paths providing significant value or requiring regular feedback rather than surveying all programs

Keep surveys brief: Respect learner time with focused surveys gathering actionable insights efficiently

Review results regularly: Schedule periodic survey result reviews to identify improvement opportunities and validate program effectiveness

Act on feedback: Demonstrate survey value by implementing improvements based on learner feedback and communicating changes made

Share insights: Use survey results to demonstrate training program value to stakeholders and support resource allocation decisions

Pricing and Revenue Management

Research thoroughly: Investigate market rates and competitor pricing before setting learning path prices

Communicate clearly: Ensure learners understand what pricing includes, what credentials they receive, and what value the investment provides

Plan for changes: When adjusting prices, coordinate with finance teams and communicate changes to affected stakeholders appropriately

Consider alternatives: Evaluate whether subscription models, tiered pricing, or volume discounts better serve organizational objectives than standard pricing

Monitor conversions: Track how pricing affects enrollment rates and adjust strategies if prices create barriers to important training participation

Administrative Efficiency

Batch settings updates: When modifying multiple related learning paths, plan updates systematically to ensure consistency and reduce administrative time

Use templates mentally: Develop standard settings patterns for different learning path types to accelerate configuration and maintain consistency

Leverage cloning: When creating similar learning paths, clone existing programs and modify settings rather than configuring from scratch

Document standards: Maintain settings guidelines for different program types to support consistent configuration across multiple administrators

Train administrators: Ensure all administrators managing learning paths understand settings implications and organizational policies governing their use

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