Webinar Replay #62: Introducing Assignment “Learning Pathway”

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Steve Kessler: Good afternoon, everyone welcome to the Infinit-I Workforce Solutions

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Steve Kessler: actually, a special Client Success, webinar. We’re very happy to introduce a new feature for the Infinit-I system. It’s called Learning Pathways.

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Steve Kessler: And we’re very happy that you’ve decided to join us today. So, if you don’t mind. Why don’t you jump on the chat? And let us know who you are, and so we can know who’s joined us today.

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Steve Kessler: While you’re doing that, let me just say a few things about the program we’re going to have today.

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Steve Kessler: You know, one of the key things, as you all know

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Steve Kessler: is to have successful training programs is, people have to be able to participate and take the assignments that you’ve provided them.

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Steve Kessler: So, it’s pretty important to make sure that classroom is not overloaded with assignments which is frustrating to the user out there to complete that stuff. So ideally, we don’t want to overwhelm them. And that’s really the real benefit of

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Steve Kessler: Learning Pathways. It gives you a chance to set up the training. So, your users get it when they need it and you can decide in what sequence that they receive the assignment. So

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Steve Kessler: the system kind of utilizes assignment templates and some triggers that will keep your classroom manageable, and the training very focus for your users.

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Steve Kessler: So, it’s also a great tool. So, you can sort of set up a path of training. In other words, they must have completed this training in order to move on to the next piece of that training.

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Steve Kessler: So, we’re very excited. And I’m going to actually turn you over to

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Steve Kessler: Amber Robertson. Amber is

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Steve Kessler: one of our Client Success Reps. She’s a team lead one of the veterans there.

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Steve Kessler: So Amber. If you’re ready to tell us about the Learning Pathway. I’m going to turn it over to you.

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Amber Robertson: Thanks, Steve. Yes, I’m ready to get started. So of course, as he said, you know I’m my name’s Amber Robertson and I enjoy working here and working with y’all. And I’m going to share my screen with you. And we’re going to get started. And I’m going to walk you all through this new feature that we’ve added to the site called Learning Path. So, the first thing with Learning Path is in order to use Learning Path.

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Amber Robertson: we you are going to need to preset up templates for your training to attach those to the Learning Path. So, the first thing we’re going to do is, of course, our menu here is popped out. I’m going to go down to assignment templates

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Amber Robertson: and then real quick. I’m just going to walk you through. How you would go in and create a template. And so, we’re going to go new template. And then you’re going to want to give your template a name and just like you would an assignment. So, we’re going to fill in our name and for this we’re going to do

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Amber Robertson: Learning Path

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Amber Robertson: test.

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Amber Robertson: And then you’ll also want to fill something in in the description as well. So again, that’s where you can put in something internally into your description to help

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Amber Robertson: specify the training, or you could just put the same thing that you put in the name you’ll want to fill in any of these presets down here. As to what type of assignment, if it’s going to be a recurring or assignment and resource, and then, of course, any other of these assignment options, if you need to exclude any users or want to use the display and correct summary. We can set all of this up within our template.

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Amber Robertson: and then you’re going to hit your next button, which is going to save any of those options that you select.

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Amber Robertson: And then, once you do that, the next thing you’re going to be able to do in your template is we’re going to be able to attach our content. And so, once you’ve got a topic that you want to search for, you can search for your topic up here. So, for this. We’re going to go ahead and search for our

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Amber Robertson: Fuel Efficiency videos.

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Amber Robertson: So type in a few letters, yeah. And then you’ll go in here and you’ll want to select your content that you want to add to your template whether it be one video or 20 videos for this, we’re just going to add a couple of videos in here. So you’ll see there’s an add button here and you click, add on each video.

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Amber Robertson: And then once you’ve done that up at the top of the screen. You’re going to see a third section down here at the end. That’s going to say notifications. And then that’s where you can preset your notifications within the template in regard to admins, users, and group admins.

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Amber Robertson: So for the user, we’ll do the new, the overdue, and the reminder. And then for the admin we’ll do an overdoing and complete. And then once you’ve preset everything in your template, you’re just going to go down here and we’re going to hit this back arrow. And it’s going to take us back out.

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Amber Robertson: And now we can see down here our template that we just created, that we can then use within our Learning Path. And so, once you set up all the templates that you need. Now, you’ll want to go down to the assignment Learning Path, and this is where we can set up our Learning Path. And so, what a Learning Path again is! It is

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Amber Robertson: on time, triggered training that can follow an employee through their time in the company, different roles within the company or different departments. However, you need to use it allows you a pathway for their learning. So, they don’t end up with a bunch of training all at one time. So, when you’re ready to set a Learning Pathway up, you’re going to come up here and you’re going to hit this little green plus

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Amber Robertson: sign here.

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Amber Robertson: And then you’re going to get your Learning Pathway. That’s going to pop down here. So, for the purpose of this Learning Pathway. What we’re going to do is we’re going to go ahead and we’re going to use our Fuel Efficiency videos. And so, our fuel efficiency videos. It’s a total of 9 videos that we have come up with and created. That helps your drivers with all different skills to help them be more fuel efficient on the road and in return

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Amber Robertson: save money. And we’ve taken those 9 videos, and we’ve divided them into 3 templates that we’re going to set up for our Learning Path. So, you’re going to want to give your Learning Path a name.

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Amber Robertson: So, for this, like, I said, we’ll do

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Amber Robertson: Hello! If

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Amber Robertson: oh, goodness.

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Amber Robertson: okay, apparently, I can’t spell efficiency.

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Amber Robertson: We’re going to do fuel program training. So, we’re going to learn our give our pathway and name. And then again, the description is a place where you can put a little bit more specific information that you want in regard to the training. For the purpose of this, I’m just going to put the same thing in the description that I put in the name spot. And then it’s going to default to an active status when you set the template up for the Learning Path, and then we’re going to hit next. And then now we’re going to be able to set up our template to trigger our Learning Path.

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Amber Robertson: So, we’re going to go down here and we’re going to scroll down. And we’ve already got our Fuel Efficiency template setup. So, I’m going to select Fuel Efficiency training part one. And then we’re going to push us add selected train template button. And once we do that, it’s going to give you an option for the duration. And so that is going to be how many days you want to give them to complete this training. And again, that’s something we leave up to you.

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Amber Robertson: whether or not, you want to give them one day, 10 days, or a year. So, for the purpose of this, we’re going to go ahead and just do. Let’s do 30 days.

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Amber Robertson: And then once you do that, we’re going to hit our green check mark here.

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Amber Robertson: and then next it’s going to drop down and it’s going to give you a couple of options in setting up your Learning Path. So, for this one, it’s going to default to set to an individual user, which is what we’re going to want to do. We’re going to want to choose a start date for our Learning Path to start. So of course, you can do it today. You can do it to start in the future. So, for this, we’re going to do it for today.

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Amber Robertson: And then once we select our date, it’s going to give us an option to add users to our Learning Path. And so of course, we can add one user. You can add multiple users to this. I’m going to go ahead and add myself.

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Amber Robertson: and then you’ll see your user is added down here, and then again you can search for additional users and add them as well, there is also a group feature that will allow you to add training based on Learning Path training based on your groups for any new users that are added to the groups in the future, and as they’re added to the groups, it will trigger the Learning Path

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Amber Robertson: training to start. Whether that be again job, role location, new hire, anything like that. So that’s where the group function comes in for Learning Path. But once we’ve selected our users. We’ve chosen our date. We’re again going to hit this little

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Amber Robertson: green checkmark button. And once we do that, it’s going to say, template updated.

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Amber Robertson: And then we’re going to be able to go down here, and you’ll notice down here there’s a third option that says, add assignment template. So, we’re going to select that. And then that’s going to give us an option to add an additional template to our Learning Path. And so, once we do that, we’re going to go down here and we’re going to select Fuel Efficiency training part 2, and then we’re going to add our selected template.

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Amber Robertson: And then again, our duration of days.

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Amber Robertson: So, for this one, we’re also going to give 30 days, and then we’re going to go ahead and hit our green check mark here. And then you’re going to notice, once we hit our green check mark on our second path in our pathway. You’re going to notice this triggers that’s going to pop up down here. And if you hit this, plus here, it’s got 5 different triggers that you can select. That will be what will result in the trigger for the next

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Amber Robertson: assignment and your Learning Pathway to start. So, the first option is going to be status attempted. So that means that once the user attempts the first assignment in their Learning Pathway, it will automatically trigger the second assignment to pop up in their classroom. The second option is status complete, so as soon as they complete the first assignment in their pathway, they’ll automatically get the second assignment.

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Amber Robertson: Then the third option is number of days after start date. So, let’s say your start date is today, and you want the second assignment to populate in their classroom 10 days after the start date we would select that option, and then again, number of days after they’ve attempted the first one and then number of days after they’ve attempted completion. So, for the purpose of this, because I want to show you how it works. So, on this first one I’m going to select status attempted.

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Amber Robertson: and then now I’ve got my trigger that I have set up within my

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Amber Robertson: second training. So, once we’ve done that, we’ll can we? Wanna again we’re going to hit the screen check mark. Confirm that everything’s been saved, and then it’s going to give us an option up here where we can add a third template. So, we’re going to go ahead and add Part 3 to our Learning Path. And we’re going to do add selected template, and it’s going to pop up over here. And again, we’re going to want to fill in our duration of days.

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Amber Robertson: and you don’t have to leave these the same. Say on the last one you want to give them 20 days, you can give them 20 days. So again, we leave that up to you all to decide how long you want to give them.

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Amber Robertson: We’re going to hit our check mark and then down here again. We’ve got our trigger. So, for this one, the trigger that I want to select is I’m going to select the bottom trigger here, which is so many did number of days after completion. So, I want to select that. And then I want this assignment to be assigned out

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Amber Robertson: 5 days after they complete the second assignment. So, you’ll put in your number of days and select. Okay, and now we’ve got our trigger down here, and it says, 5 days after completion. And so once you’ve selected all of the templates that you want within your Learning Path.

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Amber Robertson: We’re going to go down here and we’re going to click, publish.

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Amber Robertson: And then it’s going to say, pathway activated. And now we’re going to go and hit the little arrow down here and the bottom left-hand corner. It’s going to take us out to our pathway. And now we can see our active pathway that’s been created, and as you can see, you’ve got an edit button. So, if any time you decide, you want to go in and make any changes or adjustments to the pathway, add any additional training to the pathway you can go in, and you can view everything that’s in there and make any changes that you would like to make.

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Amber Robertson: So now that we’ve done that, we’re going to go up here, and I’m going to go to my classroom.

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Amber Robertson: And now, when I go to my classroom, you’re going to see the first assignment that has been assigned out, and our Learning Pathway is in my classroom. So, if I go up here and I’m going to hit start class.

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Amber Robertson: And then I’m going to go ahead. And I’m just going to click on the very first video.

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Amber Robertson: So, we’re going to click, start.

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Amber Robertson: And we’re going to go ahead and turn our volume down here. And then I’m going to go ahead and push play on my video. I’m going to let the video start and play here for just a second, and then we’re going to pause it.

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Amber Robertson: And I’m going to hit this little back arrow up here and we’re going to go back out.

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Amber Robertson: And then you see now where it says, continue, I’m going to hit this back button one more time up here.

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Amber Robertson: and it’s going to go. Are you sure I’m going to go ahead and tell it? Okay. And now that I went back up to my classroom, you’ll now see part one and part 2, because that trigger, I said on part one was for part 2 to come out as soon as it was attempted.

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Amber Robertson: So, you can see how the triggers will work for that training to come into place based on the triggers that you set up. So rather than a user coming in and having. Let’s say they have, you know, 50 videos assigned in 10 different assignments that have been assigned to them. They can have one assignment initially that just has a couple of videos in it, and then, based on the triggers over time, they get their additional training.

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Amber Robertson: So that is the concept and idea behind Learning Path, and that is how it functions within the system and being able to assign out training. And again, this is designed for you all to be able to use it, for however you set your training up, whether it be new hire training that might need to be done quarterly or annually. Again, promotions within different departments.

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Amber Robertson: different job roles. So, the options are kind of limitless in how you want to use the Learning Path.

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Amber Robertson: And that’s pretty much it.

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Amber Robertson: So now we’ll let’s turn it back over to Steve for questions.

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Steve Kessler: Very good Amber very good demonstration there! It seems like to me that’s pretty easy to do. First of all, folks. I apologize. There seems to be an issue with the chat box. So, if you have questions now please type it into the Q&A. Box there, and we’ll do whatever we can to try to make sure we answer any of your questions.

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Steve Kessler: One question I have for you. Amber is this something that a group administrator can set up

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Steve Kessler: assignments for their group?

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Amber Robertson: Yes, they can. They can do Learning Path for their group.

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Steve Kessler: And to to the best of your knowledge, is there any limit on the number of

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Steve Kessler: of templates that could be set in sequence here?

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Amber Robertson: Not that I know of. My understanding is

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Amber Robertson: They can do as many as they want.

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Steve Kessler: Okay.

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Steve Kessler: trying to. Is anybody out their have other questions that they’d like to post for the group, I think.

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Steve Kessler: This is fairly close to being released. Amber, do you have any information on when everybody’s going to be able to make use of this new feature?

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Amber Robertson: as far as my understanding is, the feature is ready to go, so I imagine they’ll have access to it here fairly shortly.

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Steve Kessler: Okay.

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Amber Robertson: But again, y’all have any questions. Please reach out to your CSR. But it should be available here very soon.

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Steve Kessler: Very good Amber. We do have one question here from Amber

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Steve Kessler: Amber says, will it show the user how many are in line?

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Steve Kessler: In other words, well, I guess the user be able to see how many assignments are in the queue, so to speak, to follow?

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Amber Robertson: No, so the assignments will not show up in the users classroom until it submit. Whatever the trigger is for the next assignment.

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Steve Kessler: Okay, okay.

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Steve Kessler: I’m getting a message here that says the Learning Path is available now.

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Steve Kessler: So those are your customers out there. I would suspect. If you get with your Client Success Rep, they’ll be able to get that put in place for you and give you a little bit of a training session, if need be, to get you started and get you going.

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Steve Kessler: Yeah. So that’s a great question. So

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Steve Kessler: we’re excited to get this all out there in front of all of our customers hands.

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Steve Kessler: there’s a question here from Fife says I have to use the Learning Path instead of creating assignments

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Steve Kessler: from the assignments

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Steve Kessler: tab, I guess. No, you can make assignments

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Steve Kessler: the way we always did correct.

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Amber Robertson: Yes, oh, yes, they. You can still keep making your assignments the way that you have always done it within the system. So just like before you go to assignments. You can click new assignment here, and you can set your assignments up just like you always have. This is just

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Amber Robertson: an additional feature that we have

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Amber Robertson: created and made available as a way to create a Learning Path for your employees if you would like to. But the original assignment features are still all there and available.

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Steve Kessler: Right? So, it doesn’t replace anything. This is just adding another feature, a new way to manage your assignments.

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Amber Robertson: Yes, and again, like you see over in the menu you see assignments which, of course, is, going to be your regular assignments. You’ll see your assignment templates.

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Amber Robertson: and then the assignment Learning Path. But something else you’re going to see as well when you go to the assignments is under the assignments you’ll be able to see your regular assignments.

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Amber Robertson: But you’ll notice over here we’re under the status and the type of assignment. You’ll see how some of them say active, and then they say, LP, so that means that this is actually a Learning Path assignment. So, in addition to being able to see your regular assignments in your assignment list. You’ll also have access to see your Learning Path assignments, and make any changes here, as well to those that you need to

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Amber Robertson: under your assignment list.

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Steve Kessler: Great.

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Steve Kessler: I see there where there’s a way you can deactivate

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Steve Kessler: a Learning Path.

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Steve Kessler: Is that is that right? Or do? Am I looking at the wrong thing here.

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Amber Robertson: I mean it is correct. You can deactivate a part of a Learning Path from here, or you can do it under the actual whole Learning Path over here. So that is also an option as well. Yes.

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Steve Kessler: Okay.

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Steve Kessler: very good.

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Steve Kessler: Any other questions out there? I think we got a couple of more coming in here?

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Steve Kessler: What is the

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Steve Kessler: somebody’s asking, what’s the difference

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Steve Kessler: between assignments and Learning Paths?

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Steve Kessler: And then, is there any way to show history

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Steve Kessler: of search with Infinit-I? I’m not sure what that question means.

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Amber Robertson: Okay. So, assignments are, of course.

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Amber Robertson: you know normally those are going to be set up as just one assignment that is going to be assigned out to an employee, a group, or however, you’re wanting to set up your assignments right? So, one new hire orientation assignment, or one

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Amber Robertson: quarterly training assignment, or whatever that assignment may be, whereas Learning Path allows you to create a path with multiple assignments in it at one time, with those assignments designed to actually be assigned out as an active assignment

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Amber Robertson: based on specific triggers that have been created within the Learning Path. So, let’s say you’ve got somebody who has training that they need to do every month for the next 6 months. So rather than going in and creating 6 individual assignments for the next 6 months you can create a Learning Path

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Amber Robertson: with triggers that will automatically assign each one of those assignments over the next 6 months, based on those triggers that you’ve set up in the system.

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Steve Kessler: Great. Yeah, you know the kind of the way I look at it Amber is

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Steve Kessler: you know, if you have assignments that

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Steve Kessler: and this may be another way to think about it that need to be taken in a particular order. In other words, you need to have.

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Amber Robertson: hmm hmm

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Steve Kessler: This piece of training first, before you should move on to the next piece.

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Amber Robertson: Yes.

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Steve Kessler: So, this is a way for you to sequence the training to make sure that

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Steve Kessler: the users out there. Your drivers are actually

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Steve Kessler: taking the assignments in the right order

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Steve Kessler: kind of to build on what they learned in the first one that is necessary to be successful with the next. So

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Steve Kessler: yeah, I have a question here from Mark.

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Steve Kessler: He goes. What happens to the assignment? If you deactivate it, does it delete it altogether.

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Amber Robertson: Okay, so if an assignment is deactivated,

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Amber Robertson: then it it will take it out, and you, as on your end as an Admin will no longer be able to see it. But those of us here, internally, like your CSR’s and us here, we can see it on the back end. So if something is accidentally deactivated, and you did not mean to please reach out to your CSR and let us know, and we have access to go in and reactivate it for you.

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Amber Robertson: so it doesn’t permanently delete it.

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Steve Kessler: Okay.

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Amber Robertson: And what was the question that was asked? Something about searching.

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Steve Kessler: Yeah, someone was asking, is there any way to show a history of search

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Steve Kessler: with Infinit-I? I don’t know whether that means searching the catalog or

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Steve Kessler: That’s the way the question is posed. Is there any way to show history of search with Infinit-I?

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Amber Robertson: Okay. So of course, when it comes to assigning training out, there is reporting that allows you to see the history of any training that’s been assigned out, whether it’s been completed or not. But when talking about like searching, for example, as in content, things like that no, there’s not any kind of history in regards to searching in library for content, or anything like that.

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Steve Kessler: Very good.

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Steve Kessler: Here’s another question. Can the triggers be set up to assign on a specific date,

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Steve Kessler: or only by a number of days? For example, can I make the next assignment start on the first of next month?

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Amber Robertson: Okay.

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Amber Robertson: So, let’s go in here on our, we’re just going to go into our Learning Path that we’ve already created. And let’s go down here and look. So you see how you’ve got? We’ve got our triggers here.

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Amber Robertson: so, we’ll go in on this one. We’re going to

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Amber Robertson: X out that trigger, and then we’re going to hit this. And so, you’ll notice here that within those. So that’s where you could do the number. So, for that you could use the number of days after the start date there.

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Amber Robertson: So, for example, if you triggered the previous assignment to start on the first of the month, and you want the next assignment to start on the first of the next month, and there’s 30 days in the month. Then you could do to trigger it 30 days after the start date, and then that’s where you could do it for a specific day. For the following month for using your triggers to set up.

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Amber Robertson: For your following assignments in your Learning Path!

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Steve Kessler: Okay, very good.

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Steve Kessler: Looks like we have a follow up. We were. We were talking about the question about

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Steve Kessler: showing the history of search.

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Steve Kessler: and the person responded back said, I mean with

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Steve Kessler: history, search. If I want to return to an account

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Steve Kessler: that I created.

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Steve Kessler: Again, I’m a little puzzled

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Steve Kessler: about what is meant here.

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Steve Kessler: You’re talking about an assignment being created?

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Amber Robertson: So, well, when I think account, I think users that that would be my thought would be users. And so

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Amber Robertson: In that case when you go and you create a user in the system, there is the option to click on the view here under user management, and you can pull up their profile, and you can see like when they were created the last time they logged in the last time they were modified like who created them, and who it only shows the last, but who was the last one to modify the profile? Of course it can show you any groups that they belong to assignments.

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Amber Robertson: Certificates, their classroom, any reporting in regards to training that they’ve been assigned or completed?

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Amber Robertson: And again, the history report, if they’ve ever logged in within the system, and anything that they’ve done.

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Amber Robertson: and then, of course, all with that so again, you can see training that they’ve been assigned that they’ve completed. You can see each time this users logged in. And then also with that, if you’ve got users that you’ve deactivated in the system, you also have access to your inactive users that you can click on. And you can see the same thing so created on, modified, again their groups, assignments, reports, anything like that.

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Amber Robertson: Hopefully that and hopefully that answered that question when they were talking about accounts.

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Steve Kessler: Very good

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Steve Kessler: any other questions out their Amber. Great job I think this is an excellent new feature. I had a chance to kind of show this around at our last Boot Camp, and it seemed like it was a very exciting thing to have the ability to actually kind of preset and schedule these assignments to just go into the classroom, and they need to be in there and not have the classroom loaded down with

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Steve Kessler: 10 or 15 or 20 different assignments, that kind of overwhelming, and it may cause you to not

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Steve Kessler: have the participation that you would like to have so part of this. I think this makes the assignment process more efficient. Helps keep the classroom neat and tidy, and it also allows you to make sure that the assignments are taken in the in the sequence that they need to be taken in.

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Steve Kessler: So, I can just see this to be a huge benefit to.

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Steve Kessler: you know, streamlining how you make assignments, and

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Steve Kessler: I think it’ll be

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Steve Kessler: very nice update for the users out there to have a nice clean classroom that it’s going to pop up a new assignment when I get done with the other one. So I love the idea.

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Steve Kessler: Any other questions out there for Amber? And, by the way, folks, you know this webinars been recorded so we’ll make sure that everybody that registered and those of you that joined us today.

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Steve Kessler: We’ll get an email that’ll have a link where you can get access to the replay.

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Steve Kessler: and certainly for our customers out there. If you

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Steve Kessler: want to you know, get a private session like, get in touch with your Client Service Rep, and they’ll make sure that you understand how to do this and help you through that process.

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Steve Kessler: And I know we’ve got some other companies out there kind of taking a look at us and kicking the tires, and you know, if you enjoyed what you saw, and you’d like to learn a little bit more about the Infinit-I system. If you want to answer yes to my little poll here, we’ll make sure somebody reaches out to you and connects up to you, so we can tell you what we have, what we do, and see if it’s something that might be a fit in your company.

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Steve Kessler: So are there any other questions before we sign off? And once again, everybody thank you for joining the program today and look forward to our invites to future webinars. I’ll just plug one of them here real quick on March the 26.

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Steve Kessler: We’re going to do a webinar program featuring a gentleman from

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Steve Kessler: ATRI, The American Transportation Research Institute, and he’s going to talk about Predatory Towing.

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Steve Kessler: which has been in the news quite a bit. If you pay attention to those things and talk about some of the things they’re trying to do to put a stop to some of these outrageous

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Steve Kessler: bills that companies get when they need to get a vehicle towed. So

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Steve Kessler: having said that I don’t see any other questions.

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Steve Kessler: Amber, thank you very much for educating us on the new feature, Learning Paths.

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Steve Kessler: and thanks to everybody out there for joining us.

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Steve Kessler: And we hope to see you again on the next webinar. Amber thank you very much.

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Steve Kessler: and

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Amber Robertson: You are welcome.

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Steve Kessler: We hope to see you all on our webinars again very soon.

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Steve Kessler: So, thanks, and we’ll see you next time.

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Amber Robertson: Bye.