eLearning - PATHWAYS

• User Manual V8.8
• Using the Pathway Treeview
• Create a Category
• Create a Pathway (Detail Tab)
• Publish a Pathway to the Portal (Detail Tab)
• Toolbox: Types of Pathway Steps
• Build a Pathway
• Pathway Preview Tab
• Working with Pathway Steps (popular steps)
• Pathway Target Audience Tab
• SCORM Library
• Pathway Invoices
• Assignment Management
• Due Dates and Notifications
• Quick Reference Guides and Practical Exercises
• FAQ's
• How to allow the Learner to download a certificate from a pathway step
• Videos
• eLearning Video

User Manual V8.8

Using the Pathway Treeview

In this article, we will learn how to work with the pathway treeview. This module will be discussed from an Administrator’s perspective.

Accessing the Learning Pathway Module

Log into the Signify system. From the Home page navigate to the System Administration link in the left-hand menu. Navigate to the Maintain Learning Pathway module by using either of the paths shown below.

Working with the Treeview

Pathways are automatically grouped by their placement on the pathway tree structure. Recently functionality was added, which allows the user to drag a pathway to a new tree node or category.

The tree structure consists of Categories and Pathways. The Pathway Treeview is illustrated below.

Focus Areas: Learning Pathway screen

Search

The following fields are available when searching within a pathway:

Buttons and Legend

Buttons

Legend

Actions available on a Category or Pathway

Create a Category

What is a Category? A pathway category is similar to a folder on your computer. You can add a category inside a category and you can add a pathway to a category. Categories can be used to group similar pathways together.

Click ON the branch/node where you want to add your new Category. The branch you selected will be highlighted. Next, click on the Add Main Category button. This will add a Category to the highest level of the Pathway Treeview. If you want to add a Category within a Category, click on Add Category next to the selected Category.

Complete the Tree Node Detail Tab

The Tree Node Detail tab contains important information related to the Category. Some of the information can be displayed on the LMS portal for an end-user.

Focus: To quickly create a Pathway Category, complete only the numbered fields.

After clicking on the Save button, click Back to List to view the Category on the Pathway Treeview.

If the Category is not displayed immediately, click the "Refresh"  button to update the screen.

Overview of fields

Below is an overview of fields used when creating a new Category.

Pathway Type explained

Ad Hoc Categories can have any name and any pathways linked to them. 

When the Pathway Type selected is Programme, a drop-down containing all available Programmes in the library will be displayed. Programme Categories can only have Standards linked to the Programme in the library used as Pathways.

 

Create a Pathway (Detail Tab)

How did I get here?

From the portal, click  System Administration | e-Learning | Learning Management | Maintain Learning Pathway

How to Create a Pathway Node

Click ON the Category where you want to add your new branch. The branch you selected will be highlighted. Next, click on Add Pathway.

Pathway Node Detail tab

The Pathway Node Detail tab contains important information related to the Pathway. Some of the information can be displayed on the LMS portal for a learner/employee.

Focus: To quickly create a Pathway, complete only the numbered fields.

After you click the Save button, click on the Preview tab to start adding Pathway steps.

Overview of fields

Below is an overview of fields used when creating a new Pathway.

Pathway Type Explained

Ad Hoc Pathways can have any name.

When the Pathway Type selected it Standard, a list of Standards will become available for selection. When the Category for the Pathway is a Programme Category, only Standards linked to that Programme in the Library will be available for selection. When the Category for the Pathway is an Ad Hoc Category, any Standard can be selected. When a Standard is selected, the learner will receive a Standard learner record upon completion of the Pathway.

Publish a Pathway to the Portal (Detail Tab)

Why publish a Pathway? To make it available to a learner or selected group of learners.

Note: For this section, it is assumed that you already have an understanding of how to create and edit a Pathway.

How do you know your Pathway is ready to publish?

Ask yourself the following questions:

If the answer is Yes to all, you are ready to publish your Pathway.

Note: The steps followed in this article can be completed to publish a category as well.

How to publish your Pathway

Login to the Signify HR system. From the Home page navigate to the System Administration link in the My Quick Start Menu. Navigate to the Maintain Learning Pathway module as shown below.

On the Pathway Treeview, find and expand the Category nodes and then click ON the pathway you want to publish.

Click on the Pathway Node Detail tab when the Pathway opens.

Focus: To quickly publish a Pathway, update only the numbered fields.

After you click the Save button, go to the LMS portal and confirm that your Pathway is displayed on the portal.

The pathway takes between 10 - 15 minutes before the Portal is refreshed and the Pathway is displayed.

Overview of fields

Below is an overview of fields used when publishing a Pathway.

Before you begin to update the fields, confirm that you are :

Get Started: Publish a Pathway and view it from the Portal.

Toolbox: Types of Pathway Steps

To assist the pathway administrator in guiding the learner/employee through content several types of pathway steps are available. Each step will be discussed in an individual article. This article provides a list of all the available Pathway Steps.

Build a Pathway

In the process of creating a pathway, it is good to know which steps are available. Make sure to read through the Toolbox: Types of Pathway Steps article and think about how these steps can be used in courses practically.

A practical example is that a business wants employees to complete an induction/orientation course. The HR Department wants to create and distribute the course via a pathway in Signify.

Follow these steps to create the course as a pathway.

Decide on the Course Content

In layman's terms, identify what the learner should do as part of the course.

Below is an example of a few items to include.

Order the Course Content

On a piece of paper write out the order of these items until they make sense.

Add additional items such as a course outcome list or if the employee should provide feedback on the course.

Below is an example of the Induction course content, rearranged in a logical order.

Pair the course content with pathway steps.

Create the Pathway in Signify

How to get there:

From the portal, click  System Administration | e-Learning | Learning Management | Maintain Learning Pathway

Read the following article on how to create a Pathway to create the Pathway: Create a Pathway (Detail Tab)

The proceeding articles will elaborate on how to add each type of pathway step.

Pathway Preview Tab

Overview of the Preview Tab

The Pathway Preview tab is where the Pathway Administrator works to create the pathway. The Pathway Category and Pathway details are created in preparation for the Pathway. The Pathway is the main course and desert of the e-Learning module.

Understanding the layout of and functionality available on a pathway screen is important to help a pathway designer be as efficient as possible.

Focus Areas: Pathway Preview tab

Back to the Treeview

Click on the Maintain TreeView link to go back to the Pathway Treeview. After creating a Pathway, it is good to confirm that the Pathway was created in the correct Category. You can also confirm this by reviewing the Breadcrumb trail.

View Modes: Preview as User and Edit Pathway

The system remembers which mode you last accessed the Pathway in as an Administrator, so make sure to switch back to Edit Pathway before you navigate away from the Pathway.

The Pathway Preview tab has two view modes the Administrator can use when building and testing a pathway. Edit mode and View mode.

Edit Mode

Edit mode is the default mode when viewing a Pathway for the first time. It is used by administrators when creating and editing the pathway.

How will you know you are working in Edit mode? Make sure to look out for the following:

Preview as User

View mode is used by Administrators to view the Pathway through the eyes of a regular user.

How will you know you are working in View mode? Make sure to look out for the following:

Edit Item:

Remove Item:

Pre Requisites:

Add Item in position:

Update Pathway Step Order:

Toolbox

The toolbox is the heart of pathway design and is used to control the type of step added to the pathway.

General Guidelines

The following general guidelines should be kept in mind when using the Toolbox:

Text box element:

Toolbox Items to add

When adding a new step  to a pathway, consider the following:

The different types of steps is discussed in more detail in the next section.

Get Started: Click on the Comment item in the Toolbox and complete the required details to create your first Pathway step.

 

Add a Prerequisite

Prerequisites are used to manage the order in which pathway steps are completed. When a Prerequisite has been set up, the learner is required to meet the requirements of the proceeding step before gaining access to the next step.

How to create Prerequisites for a Pathway Step

Find the step you want to add a Prerequisite to and click on the Prerequisite icon. The Prerequisite list screen will open.

Get Started: Click on the Prerequisite item next to a Pathway step and complete the required details to add a Prerequisite.

Prerequisite List screen (No Prerequisites)

Prerequisite Detail screen

The Prerequisite Detail page contains two fields:

Pathway Item:

Status:

Click on the Save button to save the selected Prerequisite.

Click Back To List to view the list of Prerequisites for this pathway step.

More than one Prerequisite can be added to a pathway step by repeating the process.

Prerequisite List screen (Prerequisites added)

The Prerequisite item added to the step is added to the Prerequisite list.

Existing Prerequisites can be deleted by selecting the check box next to the item you want to delete, and clicking the Delete button.

To get back to the Pathway Preview tab, click on the Close button.

How the Administrator sees a Pathway step with Prerequisites

Prerequisites not met

The image below shows a Pathway step where the Prerequisite has not been met yet.

Prerequisites met

The image below shows a Pathway step where the Prerequisite has been met.

How a learner sees a Pathway step with Prerequisites

Prerequisites not met

The image below shows a Pathway step where the Prerequisite has not been met yet.

Prerequisites met

The image below shows a Pathway step where the Prerequisite has been met.

 

Maintain User Pathway

How did I get here?

From the portal, click  System Administration | e-Learning | Learning Management | Maintain Learning Pathway | Select Edit on the Pathway you are working on

How to access Maintain User Pathway

Sometimes it happens that a user is unable to complete a pathway step in the system. If this happens, the Maintain User Pathway functionality allows the Pathway Administrator to update the step status on behalf of the pathway user.

Click on the Maintain User Pathway button to open the Pathway Employee List. Click on the Search button to return a list of employees who attempted the pathway within the specified dates.

Click on the name of the person whose pathway step you want to edit. The Pathway item list will open. This page contains a list of all pathway steps and indicates the status of the user for that specific pathway step. Use the search functionality to search for a specific learner/employee.

Click on the Refresh Pathway Item Statuses button to ensure the latest statuses are displayed. Click on the step you want to edit to view more detail regarding that step.

The Pathway Item Status can be updated from here.

To return to the Pathway:

Rollback Button:

Try It Out:

Navigate to a pathway you are working on and click on Maintain User Pathway. Update the Pathway Item Status for a specific learner/employee.

View Progress

How did I get here?

From the portal, click  System Administration | e-Learning | Learning Management | Maintain Learning Pathway | Select the Pathway you are working on

How to access View Progress

As part of the Learning and Development Department, you may want to view the progress of learners/employees for a specific pathway. The View Progress button allows you to do just that.

Click on the View Progress button to open the Employee Pathway Progress page. Use the search functionality to search for a specific learner/employee.

This page or report displays a list of employees who have attempted this pathway. Some employee information is displayed to the left and then the pathway steps are listed to the right. The status of the specific pathway step is displayed for that learner/employee.

What can you do on this page?

To Return to the Pathway:

Try It Out: Navigate to a pathway you are working on and click on View Progress. Export the results to Excel.

 

Working with Pathway Steps (popular steps)

How to use a Comment Step

The Comment step is used to display information to the user. When the user has viewed the step, it is seen as completed.

Pathway Toolbox

From the Toolbox, click on the Comment hyperlink. The Comment Detail screen will open.

Comment Detail

Comment steps are often used to give a welcome message or specific information at certain points in the pathway. No interaction from the learner’s side is possible except to view the step information.

Focus: To quickly create a Comment Step, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

Overview of fields

Below is an overview of fields used when adding a Comment step.

Comment step for the learner

The image below shows an example of an Comment step previewed as a user.

When the user opens the step, it is marked as viewed.

How to use a Document (Download) Step

The Document step lets the learner download a document uploaded to the Pathway by an administrator. Examples of documents used for this step include terms and conditions, reading material, manuals, user guides, SOP, etc. The user is expected to download the document to complete the step.

Pathway Toolbox

From the Toolbox, click on the Document (Download) hyperlink. The Document Detail screen will open.

Document Detail

Focus: To quickly create an Document Step, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

Overview of fields

Below is an overview of fields used when adding an Document step.

Document Step for the learner

The image below shows an example of a Document (Download) step previewed as a user.

When the user opens the Document step, the date and time the document was downloaded are recorded against the Pathway step details for that learner.

Try It Out: Click on the Document (Download) item in the Toolbox and complete the required details to create a Pathway step.

How to use an Acceptance Step

The Acceptance step is used to display a message with information to the user. The user is then required to accept a statement in order to complete the step.

Pathway Toolbox

From the Toolbox, click on the Acceptance hyperlink. The Acceptance Detail screen will open.

Acceptance Detail

Focus: To quickly create an Acceptance Step, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

Overview of fields

Below is an overview of fields used when adding an Acceptance step.

Acceptance Step for the learner

The image below shows an example of an Acceptance step previewed as a user.

The moment a learner ticks the acceptance check box below, the user is asked to confirm that the acceptance will be permanent. Once the acceptance is confirmed, the acceptance tick box below will not be editable anymore.

 

Try It out: Click on the Acceptance item in the Toolbox and complete the required details to create a Pathway step.

How to use an Online Assessment Step

The Online Assessment step is used to link an assessment to a pathway. This assessment is created in the Assessment Builder. The assessment guides the user through a structured set of questions. The user is expected to answer the questions one-by-one. An assessment is sometimes used to gauge a user’s knowledge after downloading and studying material from a previous Pathway step.

Pathway Toolbox

From the Toolbox, click on the Assessment (Online)  hyperlink. The Assessment Detail screen will open.

Assessment Detail

Focus: To quickly create an Online Assessment, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

Overview of fields

Below is an overview of fields used when adding an Online Assessment step.

There is no Log to Learner Record option when creating an Online Assessment Pathway step. For Online Assessments, this value is set on the Assessment itself in the Assessment Builder module.

Online Assessment Step for a learner

The image below shows an example of an Online Assessment step previewed as a user.

Try It Out: Click on the Assessment (Online) item in the Toolbox and complete the required details to create a Pathway step.

How to use a SCORM Step

A Sharable Content Object Reference Model is a collection of standards and specifications for web-based e-learning. It defines communications between client-side content and a host system called the run-time environment, which is commonly supported by a learning management system. SCORM also defines how content may be packaged into a transferable ZIP file called "Package Interchange Format.

Pathway Toolbox

From the Toolbox, click on the SCORM / xAPI hyperlink. The SCORM Detail screen will open.

SCORM Detail

Focus: To quickly create a SCORM Step, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway and the window will close.

Overview of fields

There is no Log to Learner Record option when creating a SCORM Pathway step. For SCORM, this value is set on the SCORM content itself in the SCORM Library.

How do I add a SCORM file to the course list?

If you want to upload a SCORM package for the first time, refer to these articles for more information:

Add Content / Add a SCORM file to the library

Signify's New SCORM Engine

Signify develops SCORM content in-house. For examples of content our team has created, you can navigate to our website: https://www.signify.co.za/elearning.html

SCORM Step for a learner

The image below shows an example of a SCORM step previewed as a user.

Try It Out: Click on the SCORM/xAPI item in the Toolbox and complete the required details to create the pathway step.

How to work with the Assignment (Document upload) Step

The Assignment item is used to inform a user that he has to submit documentation (making up a portfolio of evidence) in support of his completion of a certain number of pathway steps.

Pathway Toolbox

From the Toolbox, click on the Assignment (Upload Document) hyperlink. The Assignment Detail screen will open.

Assignment Detail

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

Overview of fields

Below is an overview of fields used when adding an Assignment step.

Try It Out: Click on the Assignment step-item in the Toolbox and complete the required details to create a Pathway step.

Assignment Step for a user/learner

Open the Assignment from the Pathway summary screen.

The image below shows an example of an Assignment step previewed as a learner.

How to Submit Assignment for Review

After the learner uploaded the POE and other documents it can be submitted for review by an Assessor.

The following actions will apply when the Submit for Review button is clicked by the learner:

The image below shows an example of an Assignment step after the Submit for Review button is clicked.

How to use a Movie Step

System Movies contain content intended to be watched by the learner to enrich their knowledge of a certain field or product.  

Pathway Toolbox

From the Toolbox, click on the Movie hyperlink. The Movie detail screen will open.

System Movie Detail screen

Focus: To quickly create a System Movie Step, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

To create a Movie file, read the The HTML  Video Element article. When you click on the link it will open in a new page.

Options available when adding a System Movie

Choose File

To upload a new System Movie file, click on Choose File.

Select System Movie

A System Movie can be re-used in pathways. Once the System Movie file is uploaded, it is saved to a list of System Movies. The Select System Movie Tab, displays a list of System Movies uploaded on the LMS previously.

Overview of fields

Startup File

The file the LMS will try to use as the startup file in the zipped folder is known as the Startup file. If, for example, a zipped folder containing 2 or 3 other files as well as an HTML page, is uploaded to the System Movie File Path, a startup page needs to be selected in order to indicate from what file the content will begin to display – which in this case will be the HTML file that will enable the rest of the videos/movies to run as required.

Movie Step for a learner

The image below shows an example of a Movie step previewed as a user.

Try It Out: Click on the movie item in the Toolbox and complete the required details to create a Pathway step.

How to use a Learning Guide Step

The Learning Guide item is used to make Learning Guides available to the learner. The learner is expected to download and review the documents in order to complete the pathway.

Documents displayed in this pathway element are distinguished from normal documents in that they originate from the Learning Guides module or library. They are therefore of a somewhat more permanent and controlled nature.

When a learner opens the Learning Guide step, a learner record is not created, but the document download date is captured.

Pathway Toolbox

From the Toolbox, click on the Learning Guide hyperlink. The Learning Guide Detail screen will open.

Learning Guide Detail

Focus: To quickly create a Learning Guide Step, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

Overview of fields

Below is an overview of fields used when adding a Learning Guide step.

Learning Guide Step as a learner

The image below shows an example of a Learning Guide step previewed as a user.

When the user opens the Learning Guide step, the date and time the document was downloaded are recorded against the Pathway step details for that learner.

Try It Out: Click on the Learning Guides item in the Toolbox and complete the required details to create a Pathway step.

How to use an Invoice Step

The Invoice step is used where payment is required before a learner can continue with a pathway.

Pathway Toolbox

From the Toolbox, click on the Invoice hyperlink. The Learning Guide Detail screen will open.

Invoice Detail

Focus: To quickly create an Invoice Step, complete only the numbered fields.

After you click the Save button, the step will be added to the Pathway. Click the Close button to return to the Pathway.

Overview of fields

Invoice Step as a Learner

The image below shows an example of an Invoice Step previewed as a learner.

Complete the Invoice Details

View the invoice details and download the Invoice

When the invoice details are saved by the learner, the details are fixed and cannot be edited again. The learner can click on the Print Invoice button to print a copy of the invoice.

The invoice step WILL NOT prevent the learner from proceeding to the next step. To prevent the learner from moving on to the next step(s) in the pathway, add the invoice step as a prerequisite. Read more on How to create Prerequisites for a Pathway Step

How the Invoice Step works

The learner can complete the details of the person to who the invoice is made out to. Information such as the address, contact detail, purchase order voucher and their company’s VAT registration number (if relevant) must be supplied. After the information is saved, the tax invoice will be displayed.

The following actions must take place before the invoice will be seen as paid in the system:

Try It Out: Click on the Invoice item in the Toolbox and complete the required details to create a Pathway step.

How to use a Certification Point Step

The Certification Point item is used to do the following:

No interaction from the learner’s side is possible except to take note of what is being communicated.

Pathway Toolbox

From the Toolbox, click on the Certification Point hyperlink. The Certification Point detail screen will open.

Certification Point Detail

Certification Point steps are often used to either indicate a milestone in their learning journey or to indicate that the learner has completed the requirements for the course.

Focus: To quickly create a Certification Point Step, complete only the numbered fields.

After you click the Save button, a prompt will be displayed asking if you want to maintain Prerequisites.

Click on the Yes button to proceed.

Read the article Add a Prerequisite for steps on adding Prerequisites to a Pathway step. When you click on the link a new tab will be opened containing the article.

After you added the Prerequisite, click the Close button to return to the Certification Point Detail screen. Click the Close button to return to the Pathway.

Overview of fields

Log to Learner Record Explained

In order to keep a learner record which will be displayed on the Training History report, Log to Learner Record must be checked.

Options available to Log to Learner Record:

Training Intervention

Unit Standard

Certification Point Step for a learner

The first time the user views the step

The image below is an example of a Certification Point step previewed as a learner when the Prerequisites have not been met.

The step after Prerequisites have been met

Click here for more information on How to allow the Learner to download a certificate from a pathway step

Try It Out: Click on the Certification Point item in the Toolbox and complete the required details to create a Pathway step.

Pathway Target Audience Tab

Target Audience: Org Condition

The purpose of the Org Condition is to add a learner based on their location in the Organisation Structure.

Follow the steps illustrated in this section to add a learner based on the Org Condition.

1. Click on the Org Condition radio button.

2. Click on the Add button. The Organisation Nodes screen opens.

3. Enter the Org Name you are looking for.

4. Click on the Search button.

5. Select the Org Node you want the Target Audience to be applied to.

6. Click on the Select button to add the selected Org Nodes to the Target Audience.

7. Click the Close button to return the Target Audience tab of the Pathway.

The selected Org Node will be displayed on the list screen.

8. Click on the Refresh Target Audience button to apply the change.

9. Generate the Who is on target audience report to confirm the change delivered the desired results.

Try It Out: Navigate to a Pathway Target Audience tab and select an Org Node to be added to the Org Condition.

Target Audience: Position Condition

The purpose of the Position Condition is to add a learner based on the Position have within the Organisation.

As all Positions are linked to a Job, the Job List is used to select the Positions linked to a Job.

Follow the steps illustrated in this section to add a learner based on the Position Condition.

1. Click on the Position Condition radio button.

2. Click on the Add button. The Job List screen opens.

3. Enter the details for the JobTitle you are looking for and click on the Search button.

4. Select the Job Title you want the Target Audience to be applied to.

5. Click on the Select button to add the selected Job Title to the Target Audience.

6. Click the Close button to return the Target Audience tab of the Pathway.

The selected Job Title will be displayed on the list screen.

7. Click on the Refresh Target Audience button to apply the change.

8. Generate the Who is on target audience report to confirm the change delivered the desired results.

Try It Out: Navigate to a Pathway Target Audience tab and select a Job Title to be added to the Position Condition.

Target Audience: Employee Condition

The purpose of the Employee Condition is to add any learner within the Organisation.

Follow the steps illustrated in this section to add a learner based on the Employee Condition.

1. Click on the Employee Condition radio button.

2. Click on the Add button. The Employee Search screen opens.

3. Enter the details for the Employee you are looking for.

4. Click on the Search button.

5. Select the Employee you want the Target Audience to be applied to.

6. Click on the Select button to add the selected Employee to the Target Audience.

7. Click the Close button to return the Target Audience tab of the Pathway.

The selected Employee will be displayed on the list screen.

7. Click on the Refresh Target Audience button to apply the change.

8. Generate the Who is on target audience report to confirm the change delivered the desired results.

Try It Out: Navigate to a Pathway Target Audience tab and select an Employee to be added to the Employee Condition.

Target Audience: Send Notifications

After the Pathway has all the required steps and is approved by Management, it is time to inform the learners that a new pathway is available to them. PTA001, the Pathway Target Audience email is sent from the Send Notifications screen.

Navigate to the Pathway

How did I get here? Administration Portal | e-Learning | Maintain Learning Pathway

Select the Pathway which the email will be sent for.

1. Click on the Target Audience Tab.

2. Click on the Send Notifications button.

Send Notifications

Refresh the Target Audience before sending any notifications.

3. Enter search criteria and click on the Search button if the notification.

4. Select the learners to whom the notifications need to be sent.

5. Click Send To All or Send To Selected

Notifications can only be sent to learners who have valid email addresses. If the learner has an invalid email address or if the email address is blank, the notification will not be sent.

Send To All

When Send To All is selected, the notification will be sent to all learners who form part of the Target Audience.

A confirmation prompt is displayed before the notifications are sent to all the learners.

Click on the OK button to send the notification to all learners on the Target Audience.

Send To Selected

When Send To Selected is selected, the notification will only be sent to the selected learners who for part of the Target Audience.

Once the notification is sent, click on the Okay button to return to the Pathway Target Audience tab.

Try It Out: Navigate to a Pathway and add yourself to the Target Audience. Refresh the Target Audience and send the notification to your own email address.

 

SCORM Library

Add Content / a SCORM file to the library

A little more information about SCORM:

The SCORM element allows the use of interactive SCORM compliant content in which a user is expected to actively participate by watching a movie, navigating through pages, answering questions, completing assessments etc.

SCORM content is created in external, 3^rd party software and is opened in its own viewer the same way a MS Word document is opened by MS Word.

Understanding SCORM results:

Each SCORM file sends through certain parameters which are used to gauge the completion (or not) if the SCORM file, whether the learner passed (or not) etc. What the result is and how it is interpreted by the LMS is dependent on what kind of SCORM you are working with. Below is a table explaining how the LMS interprets the most common scenarios those of SCORM with and without an accompanying assessment.

The SCORM file’s result can be written to the user’s learner records if the option is selected.

What does it all mean?

SCORM is one of the most popular methods of e-learning. The SCORM file can be uploaded to the LMS, and the LMS can then track the progress of the user within the SCORM content.

Which types of SCORM are supported on the Signify LMS?

Various kinds of SCORM packages/content can be created, depending on the authoring tool used or the preference of the content designer.

Signify Supports the following types of SCORM files:

For more information regarding what SCORM is and what it can do, navigate to SCORM.com.

How did I get here? Modules | e-Learning | Learning Management | Scorm Library

The Scorm Library allows the Administrator to manage all SCORM files in the system. The library ensures that when a Scorm file is replaced it is replaced in all pathways. It allows the Administrator to view details related to SCORM attempts and results.

To add a SCORM file, click on the Add Content button.

Add Course

Focus: To quickly upload a SCORM package, complete only the numbered fields.

Overview of fields

SCORM Content Administration

Once the SCORM file is uploaded to the SCORM library, the Administrator can view details related to the SCORM, by clicking on the package name.

The Administrator can view which Pathways the SCORM is linked to as well as the Registrations (learners who have attempted the SCORM). Recent activity is also displayed on this screen.

If you want to upload a SCORM course to a pathway, refer to these articles for more information:

How to use a SCORM Step

Signify's New SCORM Engine

Signify develops SCORM content in-house. For examples of content our team has created you can navigate to our website: https://www.signify.co.za/elearning.html

Try it Out: Upload a SCORM package to the SCORM library.

Pathway Invoices

How to create an Invoice Template

The Invoice template is used when:

Invoice Template Page

How did I get here? System Administration | Modules | e-Learning | Master Data | Invoice Template

On the Invoice Template screen, click on the Create button. Only one invoice template can be created.

Invoice Template Detail

Click here for more information on How to use an Invoice Step. This article also shows what the learner when see when generating the invoice.

Overview of Fields

Saved Invoice Template

Once the invoice template is saved, it can be edited again if required.

Try It Out: Navigate to the Invoice Template screen and create or update the invoice template.

How to mark an Invoice Step as paid

How did I get here? System Administration | Module | e-Learning | Learning Management  | Maintain Pathway Invoice

Maintain User Invoice

Focus: To update the Invoice status to Paid complete the numbered steps.

The Invoice Status can have one of three values: Paid, Cancelled, Not Paid.

Click on the View Invoice hyperlink to view a copy of the invoice generated for the learner.

Click here to View the Invoice Step as a User.

 

Assignment Management

for Learners

The Assignment Control Panel List will show the following information per learner:

The colour coded icons will show the progress and status of the assignment pathway steps and learner records:

Click on the colour coded icons in the list to view more information on the status of each pathway step or learner record.

3. Add a New Assignment Pathway Step Record by Assessor

If the learner does not have access to the LMS Portal and no assignment record exists in the Assignment Control Panel List for the learner, an Assessor can add the assignment pathway step record on behalf of the learner.

When the Add New Assignment button (on the previous screen) is clicked the following pop up screen will display. Choose the learner name and pathway step for creating the assignment pathway step record.

To add the physical documents or assignments go to the next article Assignment Details - Documents Screen.

4. Edit: How to edit, add, delete and download documents on the selected assignment pathway step.

After selecting the Edit in the Actions drop down on the Assignment Control Panel for a specific learner, the Assignment Details screen will open. How to work with assignment documents will be discussed in the article Assignment Details - Documents below.

5. Comments: View Comments made by Assessors and Moderators

A pop up screen will display all comments made by Assessors and Moderators on the assignment pathway step. These comments are also visible to the learner on the pathway step.

Assignment Details - Documents Screen

Assignment Details - Assessments

After the Assessor has downloaded and evaluated the assignment documents, he/she can enter the results in the Assessment tab on the Assignment Details screen. See screen image below.

The Assignment Details | Assessment tab screen shows a list of existing assessments as well as the following functionality that will allow an assessor to manage assessments.

The assessments will be sorted with the latest assessment at the top of the list.

Why is the Assessments tab disabled?

The Assessments tab will only become available for editing once documents were added and the pathway step's "Log to Learner Record" setting is TRUE.

Add or Edit an Assessment

The Assessor Feedback screen below will open when clicking on the Add button or Edit link on the Assignment Details - Assessments screen.

Note: The learner's email address should be configured for emails to be sent.

An example of the assessor feedback email to the learner can be viewed in one of the next articles.

Example of Assessor Feedback Email sent to Learner

Assignment Details - Moderation

The Internal and External Moderations tabs are available to view moderation outcomes and feedback from moderators. The assessor will only be able to view the information on these tabs.

Why are the Internal and External Moderations tabs disabled?

These tabs will only become available once documents were added and the pathway step's "Log to Learner Record" setting is TRUE.

Due Dates and Notifications

What can I do with the Due Dates and Notifications module?

Set due dates for pathway steps

Due dates can be set for pathway steps based on the condition selected for the plan.

Setup notifications to be sent for pathway steps

Send a summary email

Send an email that contains an overview of the steps and their respective due dates. 

Create Due Date plans for pathways

Create a Due Date plan for a pathway and specify the:

Simulate a Due Date plan

Select a simulated start date to confirm the due dates set make sense. 

How to use the Due Dates and Notifications List

What needs to be ready before you start?

How did I get here? 

From the portal click on System Administration | Modules | e-Learning | Due Dates and Notifications

What is the purpose of the Due Dates and Notifications list?

The Due Dates and Notifications screen can be seen as a Due Date Plan library. Due Date Plans can be created from this page and any Due Date Plans created on a specific pathway are displayed in this list.

The terms Due Date Plan and Notification Plan are used interchangeably in this article and throughout the module.

Search

The first time the page opens, the Search is Hidden. Click on the Show button to expand the search. If no plans have been created, the No results found message is displayed.

When a plan has been created, it is displayed in the table below the search. Search results are returned in the table to easily take action when the plan in question is found.

Table

The table contains a list of all Due Date Plans created on the current schema. The plan name, valid dates, plan condition, group, and status are displayed in the table. Actions which can be performed on the plan are also available when the Actions button is selected.

There are several Actions available to manage a Due Date Plan:

Page Help

Refer to the Page Help option in the top right of the screen for a bit more information on what is assumed to be in place and what the next steps are in terms of a Due Date Plan.

Try it out: Navigate to the Due Dates and Notifications module and see if there are any plans in the list.

How to add a Due Date Plan

Where can I add a Due Date Plan?

Due Date Plans can be added in two ways:

The main difference is the navigation.

How did I get here?

From the portal click on System Administration | Modules | e-Learning | Due Dates and Notifications

On the Due Dates and Notifications Screen, click on the +Due Date Plan button.

How did I get here?

From the portal click on System Administration | Modules | e-Learning | Learning Management | Maintain Learning Pathway

Complete the General Tab Details

How can I quickly create a Due Date Plan?

When creating a Due Date Plan the fields listed below are mandatory:

To assist in reducing the details required when creating a plan, some fields are completed by default.

Plan Details section

Pathway

Active

Plan Name

Plan Owner

Recipients section

The next step when creating a Due Date Plan is selecting which group should receive the notifications.

Target Audience:

Group/Subgroup:

Conditions section

After selecting the Recipients, further conditions can be added to narrow down who is included in the Due Date Plan.

There are three conditions available. Each condition is elaborated on in separate articles, available using the links below.

Appointment Requirement Condition

Specific Date Condition

Training Requirement Condition

Notification Schedule

Notifications are only sent for active plans.

Notify Manager:

Schedule Run Days:

Try it out: Click on the + Due Date Plan button and create a plan for an existing pathway.

How to use the Appointment Requirement Condition

Appointment Requirement Condition

The Appointment Requirement condition has three options available.

For each option, a number of days can be specified or a specific date can be set.

Where can I find the Start Date?

To View

To view the Start Date in Group/Company/Position Navigate to Manage Employees | Employee Profile | Personal Information. In the Appointment Information block, the Start Dates are displayed.

To Edit

To edit the Start Date in Group/Company/Position click on the Edit Appointment Information hyperlink. This will open the Appointment History of the learner. The appointment dates can be edited here.

When to use the Appointment Requirement Condition?

The Appointment Requirement condition is most often used for orientation/induction courses.

Start Date In Group

When the Start Date in Group is selected, a number of days can be specified or a specific date can be set.

Start Date In Company

When the Start Date in Company is selected, a number of days can be specified or a specific date can be set.

Start Date In Position

When the Start Date in Position is selected, a number of days can be specified or a specific date can be set.

Try it out: When creating a new Due Date Plan, select the different Start Date options available before saving the plan.

How to use the Specific Date Condition

Specific Date Condition

When to use the Specific Date Condition?

When learners need to complete a course that starts on a specific date

 

Quick Reference Guides and Practical Exercises

A list of Quick reference Guides and Practical Exercises:

Click on the Download links to download the documents.

Name
Pathways - Practical Exercises	Download
Movie Step - Quick Reference Guide	Download

FAQ's

How to allow the Learner to download a certificate from a pathway step

There are a few steps need to followed to ensure the learner can print the certificate from the Pathway.

The following must be true in the Pathway from an Admin perspective:

The following must be true on the Training Intervention library:

In the Printing of Certificates section on a Training intervention:

Changes to the training intervention must be save to be applied.

The following must be true for the learner:

Take Note

When a training intervention is set to allow a learner to print a certificate, the learner will be able to print the certificate in ANY pathway where they have access to that specific Certification Point training intervention.

Videos

eLearning Video

Click on the link below for a demo of Signify's LMS Module.

Learning Management System Video