Creating Learning Paths

Creating learning paths establishes structured training programs that combine multiple published courses into sequential learning experiences. The learning path creation process involves configuring basic information fields, setting up registration and access options, configuring display preferences, and establishing initial program structure before adding course content and managing learner assignments.

Administrators create learning paths to organize related courses into cohesive training programs that guide learners through systematic skill development, certification requirements, or role-based curricula. Well-designed learning paths provide clear learning progression, simplify administrative workflows through unified enrollment, and deliver recognizable completion credentials that validate comprehensive training achievements.

Requirements

To create learning paths, users must be assigned a security role with the following permissions:

Administrator System Role
Access Level: Training Manager

Learning Path Creation Overview

The learning path creation workflow progresses through three primary stages: initial setup with required fields and basic configuration, detailed settings configuration for registration and program management, and display settings that control learning path presentation in course catalogs and learner interfaces.

Creation Workflow Stages

Stage 1 - Required Information: Complete mandatory fields including learning path name and description that identify the training program and communicate its value to potential learners

Stage 2 - Learning Path Settings: Configure optional but important settings including self-registration enablement, language selection, pricing for paid programs, request URLs for access management, and survey linkage for completion feedback

Stage 3 - Display Settings: Assign categories that organize learning paths within course catalogs and support learner browsing and filtering

Post-Creation Configuration: After initial creation, add published courses to the learning path, upload learning path pictures, configure certificate templates, set up sharing options, and assign learners to the training program

Draft Versus Published Status

Learning paths use status fields to control visibility and learner access:

Draft Status: Learning path is under development and not visible to learners—administrators can add courses, configure settings, and prepare program structure without learner exposure

Published Status: Learning path is visible to learners based on sharing options and self-registration settings—learners can discover, request, or enroll in the training program

Important Status Behavior: Learning paths without any courses are automatically set to Draft status regardless of administrator selection—at least one published course must be added before the learning path can be published and made visible to learners

Creating Learning Paths

Accessing Learning Path Creation

Navigate to the Training module from your portal navigation menu
Select the Learning Paths tab in the primary navigation bar
Click the Create Learning Path button in the upper portion of the page
The Create Learning Path page opens displaying configuration sections for learning path setup

Configuring Required Fields

Name (Required)

Enter a descriptive, meaningful name that clearly identifies the training program and its purpose. Learning path names appear in course catalogs, learner interfaces, progress reports, and completion certificates.

Naming best practices:

Use clear, specific names that communicate program content and objectives (e.g., "Sales Professional Certification Program" rather than "Sales Training")
Include level indicators when creating tiered programs (e.g., "Cloud Architecture - Fundamentals", "Cloud Architecture - Advanced")
Consider search optimization by including keywords learners might use to discover training programs
Maintain naming consistency across related learning paths for easier administrative management and learner navigation
Avoid overly long names that may truncate in user interfaces—aim for 60 characters or fewer when possible

Description

Enter a comprehensive description that explains what learners will gain from completing the learning path, what topics or skills are covered, and why the program is valuable. Descriptions appear in learning path detail pages and help learners understand program benefits before enrollment.

Description best practices:

Lead with program outcomes—describe what learners will be able to do after completion
Summarize course topics and key learning objectives covered throughout the program
Specify target audiences to help learners self-assess program appropriateness
Mention prerequisites or recommended background knowledge if applicable
Include estimated time commitment to help learners plan their training schedules
Use formatting (bullet points, short paragraphs) for readability in learner interfaces
Highlight certification or credential benefits to motivate enrollment and completion

Reference Code (Optional)

Enter a shortened code or identifier that provides an alternative way to reference the learning path in administrative systems, reports, or learner communications. Reference codes support organizational cataloging systems and simplify data management.

Reference code best practices:

Use consistent code structures across learning paths for systematic organization (e.g., "LP-SALES-101", "LP-TECH-201")
Include level or tier indicators in codes for easy identification of program complexity
Keep codes short and memorable for ease of use in communications and documentation
Avoid special characters that may cause issues in reporting systems or URLs
Document code conventions for consistency across multiple administrators managing training programs

Status

Select whether the learning path should be in Draft or Published form:

Draft: The learning path is under development and not visible to learners—use this status while building course sequences, configuring settings, and preparing program materials before broad deployment

Published: The learning path is visible to learners based on sharing options and self-registration settings—learners can discover the program in course catalogs and enroll based on access controls

Note: If the learning path does not contain any published courses, the system automatically sets status to Draft regardless of your selection. At least one published course must be added to the learning path before it can be published and made visible to learners.

Learning Path Settings

The Learning Path Settings section configures registration options, pricing, and program management features that control how learners access and interact with the training program.

Enable Self Registration

Check this setting to allow learners to immediately enroll in the learning path without requiring administrator approval. When enabled, learners can browse the course catalog, locate the learning path, and enroll themselves with automatic assignment to all constituent courses.

When to enable self-registration:

For open enrollment programs intended for broad participation without access restrictions
When supporting autonomous learning cultures that encourage self-directed professional development
For foundational training programs that serve as prerequisites for more advanced controlled-access programs
When administrative overhead of approving individual requests would create bottlenecks in training delivery
For voluntary training initiatives where learner motivation and interest are sufficient enrollment criteria

When to disable self-registration:

For certification programs requiring prerequisite validation or qualification verification before enrollment
When limiting program access based on job roles, partner tiers, customer segments, or organizational hierarchies
For capacity-limited programs where approval workflows ensure appropriate class sizes or resource allocation
When requiring payment processing, legal agreements, or documentation submission before training access
For advanced programs where administrators need to verify foundational knowledge before allowing enrollment

Self-registration behavior: When enabled with appropriate sharing options, learners see an "Enroll" button in learning path detail pages that immediately assigns them to the program. When disabled, learners see a "Request" button that submits enrollment requests for administrator review and approval through request management workflows.

Language

Select the primary language for the learning path from available options in the dropdown menu. Language selection determines the default language for learning path information, communication templates, and user interface elements.

Language considerations:

Choose the language that matches the majority of target learners for optimal comprehension
Individual courses within the learning path may use different languages—language selection applies to learning path wrapper, not constituent course content
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
Consider creating parallel learning paths for different language audiences rather than mixing languages within single programs

Price (Optional)

Enter an optional price for the learning path if offering paid training programs. Pricing integrates with payment processing systems to collect fees before granting learner access to the training program.

Pricing considerations:

Leave blank for free training programs available without charge to learners
Enter numeric values only without currency symbols—currency display is controlled by system settings
Consider whether to price individual courses versus the complete learning path package
Pricing at the learning path level typically provides better value perception than individual course pricing
Coordinate pricing with organizational finance teams to ensure appropriate revenue recognition and accounting
Document pricing rationale for future reference when reviewing or adjusting program costs

Note: Pricing functionality requires appropriate payment gateway configuration and financial system integration. Consult with system administrators to ensure payment processing is properly configured before implementing paid learning paths.

Request URL (Optional)

Enter a custom URL where users can request access to the learning path through external forms, registration systems, or qualification workflows. When configured, the learning path ID is automatically appended to the URL to support request tracking and assignment automation.

Request URL use cases:

Direct learners to qualification questionnaires that verify prerequisites before learning path enrollment
Integrate with external registration systems that manage training program enrollment beyond Magentrix capabilities
Route requests through approval workflows in enterprise systems that control training access and budget allocation
Collect additional learner information through custom forms before granting learning path access
Support payment processing through specialized e-commerce systems for paid certification programs

Request URL configuration:

Enter complete URLs including protocol (e.g., "https://training.company.com/enroll")
Verify that the destination system can receive and process the automatically appended learning path ID parameter
Test request URLs thoroughly before publishing learning paths to ensure proper integration functionality
Document request URL workflows for support teams who assist learners with enrollment processes

Survey (Optional)

Select a survey that learners can optionally complete after finishing the learning path. Surveys collect feedback about training program effectiveness, content quality, learner satisfaction, and improvement opportunities.

Survey best practices:

Use surveys to gather completion feedback that informs continuous program improvement
Keep surveys brief and focused on actionable insights rather than extensive questionnaires that reduce completion rates
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
Review survey results regularly to identify enhancement opportunities and validate program value
Share positive survey feedback with stakeholders to demonstrate training program effectiveness

Note: Surveys must be created using the Surveys module before they can be linked to learning paths. Survey responses are accessible through survey reporting tools for analysis and program improvement initiatives.

Display Settings

Display settings control how learning paths appear in course catalogs and learner interfaces, supporting program organization and learner discovery.

Saving and Publishing

Saving Learning Path Configuration

After completing required fields, learning path settings, and display settings:

Click the Save button at the bottom of the Create Learning Path page
The system validates required fields and saves the learning path configuration
The page redirects to the Learning Path Details page displaying the newly created learning path with management tabs

Post-save validation:

Verify that the learning path appears in the Learning Paths list with correct status, name, and category
Confirm that learning path settings are saved correctly by reviewing the Settings tab
Check that the learning path is in Draft status if no courses have been added yet

Adding Initial Course Content

After saving the learning path:

Navigate to the Contents tab on the Learning Path Details page
Click Add Course to begin building the course sequence
Search for and select published courses to include in the learning path
Reorder courses using drag-and-drop to establish the appropriate learning sequence
Continue adding courses until the complete training program structure is established

Note: Only published courses can be added to learning paths—ensure all desired courses are published before attempting to add them to the learning path sequence. See "Managing Learning Path Contents" for detailed course management instructions.

Publishing the Learning Path

To make the learning path visible to learners:

Ensure at least one published course is added to the learning path—empty learning paths cannot be published
Navigate to the Settings tab on the Learning Path Details page
Change the Status field from Draft to Published
Click Update or Save to apply the status change
The learning path becomes visible to learners based on configured sharing options

Publishing considerations:

Verify all courses in the learning path sequence are published and accessible to target learners
Review self-registration settings to ensure learners can access the program through intended enrollment methods
Configure sharing options before publishing to control which learner populations can discover the learning path
Test the learner experience by switching to Learner View to verify program presentation and navigation
Communicate learning path availability to target audiences through appropriate channels after publishing

Best Practices and Recommendations

Planning Learning Path Structure

Define clear learning objectives: Before creating learning paths, document what learners should know or be able to do after completing the program—use these objectives to guide course selection and sequencing decisions

Map course prerequisites: Identify which courses require foundational knowledge from other courses and sequence them appropriately to prevent learner frustration and knowledge gaps

Consider program length: Balance comprehensive coverage with learner time availability—extremely long learning paths may have lower completion rates than focused programs with 3-7 courses

Validate course availability: Verify all intended courses are published and accessible before creating learning paths that depend on their inclusion

Plan certification outcomes: Determine what completion credentials or recognition learners receive and how those credentials align with organizational or industry certification frameworks

Naming and Description Excellence

Use learner-centric language: Write names and descriptions from the learner perspective, emphasizing benefits, outcomes, and career impact rather than administrative categorization

Include searchable keywords: Incorporate terms learners naturally use when searching for training programs to improve program discovery in course catalogs

Specify target audiences: Clearly indicate who should take the learning path to help learners self-assess program appropriateness and prevent misaligned enrollments

Communicate time expectations: Include estimated completion time in descriptions to help learners plan their training schedules and manage workload expectations

Highlight credentials: Emphasize certification, badge, or credential benefits prominently in descriptions to motivate enrollment and completion

Settings Configuration Strategy

Start restrictive: Begin with Draft status and owner-only sharing while building learning path content and configuration—expand visibility progressively as programs reach readiness milestones

Consider approval workflows: Use disabled self-registration with request workflows for high-value certification programs where qualification verification is important

Leverage surveys strategically: Implement completion surveys for new learning paths to gather feedback that informs program refinement and future learning path development

Price intentionally: For paid programs, research market rates, consider learner willingness to pay, and ensure pricing aligns with perceived program value and organizational revenue objectives

Document request URLs: When using custom request URLs, maintain clear documentation of integration workflows for troubleshooting and support team reference

Category and Organization

Maintain category consistency: Use the same category framework across courses and learning paths for intuitive catalog navigation and learner understanding

Review category effectiveness: Periodically evaluate whether learners can easily find programs using current categories—adjust categorization based on search patterns and user feedback

Limit category proliferation: Avoid creating excessive categories that fragment the catalog—aim for 5-15 categories that provide meaningful organization without overwhelming learners

Align with reporting needs: Consider how category selections support training analytics and reporting requirements when developing category frameworks

Quality Assurance Before Publishing

Test learner experience: Use Learner View to experience the learning path as learners will—verify descriptions, course sequences, and navigation work as intended

Validate course access: Confirm that all courses in the learning path are accessible to target learner populations based on sharing options and permissions

Review completion logic: Understand how learning path completion is calculated and ensure it aligns with organizational training completion standards

Verify certificate configuration: If using learning path certificates, test template rendering and badge display before publishing to widespread learner populations

Coordinate communications: Prepare announcement materials, help documentation, or support resources before publishing learning paths to support learner success

Progressive Enhancement

Launch with minimum viable program: Start with core courses that address primary learning objectives—add supplementary courses progressively based on learner feedback and program effectiveness data

Iterate based on feedback: Use survey results, completion rates, and learner inquiries to identify program improvement opportunities and content gaps

Version learning paths: For significant program changes, consider creating new learning path versions rather than modifying active programs with enrolled learners

Monitor completion metrics: Track learning path completion rates, time-to-complete, and drop-off points to identify where learners struggle and where program adjustments may improve outcomes

Update descriptions regularly: Keep learning path descriptions current as course content evolves, organizational priorities shift, or certification frameworks change

Administrative Efficiency

Use consistent naming conventions: Establish and follow naming standards that make learning paths easy to identify, sort, and manage in administrative interfaces

Document program rationale: Maintain records of why learning paths were created, what organizational objectives they serve, and how they align with training strategies for future reference

Plan for maintenance: Recognize that learning paths require ongoing management as courses are updated, organizational needs evolve, or certification requirements change

Coordinate with stakeholders: Involve subject matter experts, department leaders, and learner representatives in learning path design to ensure programs serve organizational needs and learner preferences

Archive obsolete programs: Rather than deleting outdated learning paths, consider changing them to Draft status and documenting them as archives to preserve historical program records

Jump to Training Module Checklist

<< About Learning Paths | Managing Learning Path Contents >>

Table of Contents

Creating Learning Paths

Requirements

Learning Path Creation Overview

Creation Workflow Stages

Draft Versus Published Status

Creating Learning Paths

Accessing Learning Path Creation

Configuring Required Fields

Learning Path Settings

Enable Self Registration

Language

Price (Optional)

Request URL (Optional)

Survey (Optional)

Display Settings

Category

Saving and Publishing

Saving Learning Path Configuration

Adding Initial Course Content

Publishing the Learning Path

Best Practices and Recommendations

Planning Learning Path Structure

Naming and Description Excellence

Settings Configuration Strategy

Category and Organization

Quality Assurance Before Publishing

Progressive Enhancement

Administrative Efficiency