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.
| Field | Overview |
|---|---|
| Custom Main Header | This value is displayed at the top of the Pathway step. Use a verb to communicate simple and clear instructions to the Learner. |
| Reference Description | The heading displayed inside the Pathway step. |
| Description | Provide information which will add value for the learner. |
| Lock Pathway Step | When this checkbox is selected, the Pathway step is not available to the learner, but it remains in the pathway. |
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.
| Field | Overview |
|---|---|
| Custom Main Header | This value is displayed at the top of the Pathway step. Use a verb to communicate simple and clear instructions to the Learner. |
| Reference Description | The heading displayed inside the Pathway step. |
| File Name | Choose the file you want the learner to download. |
| Description | A more detailed description of why the learner must download the document. |
| Allow Not Logged In Download | Allows a learner who is not logged into the system, to download the document via the link they receive by SMS or email. |
| Lock Pathway Step | When this checkbox is selected, the Pathway step is not available to the learner, but it remains in the pathway. |
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.
| Field | Overview |
|---|---|
| Custom Main Header | This value is displayed at the top of the Pathway step. Use a verb to communicate simple and clear instructions to the Learner. |
| Reference Description | The heading displayed inside the Pathway step. |
| Acceptance Title | The phrase displayed next to the checkbox. This is the sentence or phrase the learner must accept. |
| Description | A more detailed description of why the learner must accept the step and what the impact is if they do not accept. |
| Lock Pathway Step | When this checkbox is selected, the Pathway step is not available to the learner, but it remains in this pathway. |
| Log to Learner Record | When this checkbox is selected, the step can be logged to the learner record of a learner. This will serve as proof that the learner accepted the Pathway step. When this checkbox is selected, the option will become available to select a Training Intervention against which the learner record will be logged. |
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.
| Field | Overview |
|---|---|
| Custom Main Header | This value is displayed at the top of the Pathway step. Use a verb to communicate simple and clear instructions to the Learner. |
| Assessment | On other pathway steps this is called the Reference Description. The heading displayed inside the Pathway step. |
| Description | A more detailed description of what the learner can expect in the assessment as well as what the outcome means. |
| Reset all employee assessment attempts | Resets all previous assessment attempts made on this Assessment step. All assessments across all pathways will be reset. The number of attempts set on the assessment itself, will be available to the user again. |
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.