Create a Custom Learning Path

1. To create a custom learning path, click the Admin tab and select the Learning Navigator option.
2. Navigate to your Learning Path folder for your organization by clicking the icon next to each item in the following path: Sandler -> Customer Audience -> Franchise -> Franchise Name – FRANCHISE OWNER -> Franchise Name – FRANCHISE OWNER – Learning Paths.
3. Click the Franchise Name – FRANCHISE OWNER – Learning Paths folder. The details are displayed on the left side of the window.
4. Click the  icon and select the Create Learning Path option from the menu displayed to open the configuration window and create your own custom learning path.

NOTE: Alternatively, you can create a Learning Path from the Learning Paths tool. Click the Admin tab and select the Admin Menu option from the menu displayed. From the Course Management section, click the Learning Paths hyperlink. This opens a list of Learning Paths in the LMS. From this window, click the Create Learning Path button.

Destination Folder	Should be selected already, but if not, click the icon to search for and select your Learning Paths folder for your organization.
Inherit Folder Enrollment Condition (Recommend marking all conditions as No)	Self Enrollment	The Learner is allowed to self enroll themselves in the learning path from the catalogue.
	Mandatory Enrollment	The Learner is automatically enrolled in the learning path and must complete the learning path in full.
	Authorized Enrollment	The Learner must request approval to be enrolled in the learning path. The approver actions the request by approving, declining or requesting more information. (Currently only configured for use by Sandler only.)
	Purchasable Enrollment	The learning path must be purchased before you can enroll a learner in the learning path. (Currently only configured for use by Sandler only.) NOTE: The Self and Purchasable Enrollment options cannot both be Yes.
Name	Enter the name of the learning path.
Modality	Should be selected already, but if not, select the Learning Path option.
Description	Enter a description of the Learning Path. This information will be visible to the learners.
Target Completion Days	Typically set to 365 to allow completion within one year of enrollment. NOTE: This attribute can be set in many places in the LMS and can cause confusion. This should only be set at the Channel or Learning Path level.
Completion Type	Dynamic	Learner must maintain 100% completion of all mandatory courses even when new courses are added after the initial completion. The overall completion of the learning path will drop below 100% if any new courses are added or certifications expire, and the learning path will be displayed in the learner’s My In Progress Learning section on the Home page.
	One-and-Done	Learner only needs to attain 100% completion of all mandatory courses one time. The learner is not required to take any courses added after this completion date.
Auto Enroll:	Yes or No	If this field is set to 'Yes', then learners are automatically enrolled in the courses that meet the following criteria: At least one section in the Learning Path has Completion Type of All Mandatory. Offerings included are not a Scheduled type (i.e., Classroom or Virtual Class).
Reset Start Date on Re-enrollment:	Yes  or No	If Yes is selected, the start date of the learning path is reset to the date the learner is reenrolled in the course.
Prevent Unenrollment:	Yes or No	If Yes is selected, the learner cannot unenroll themselves from the learning path.
Show Objects in Learning Path Only:	Yes or No	If Yes is selected, courses within the Learning Path will not appear in the My Current Learning list, in the Catalogue, or on your Home Page. Courses only appear inside the associated Learning Path.

4. Click the Create button to create only one learning path. Alternatively, click the Create and Add Another button if you have more than one learning path to configure.

NOTE: You will see a confirmation message that the learning path has been created. You are not able to publish the learning path until you have at least one section on the learning path with at least one content object/offering attached.

5. On the Learning Path you just created, click the Sections tab. On this window, you can organize your content into logical sections for the learner to engage with.

6. Click the Add Courses button to add a content object/offering to a section.

NOTE: Click the icon to search for and select the content objects/offerings. You can add both Sandler content or create your own custom content objects and add these custom objects/offerings to your learning path.

Enrolling your clients:

To share this learning path with learners:

1. Click the name of your custom Learning Path under your organization's Learning Path folder. The details are displayed on the left side of the window.
2. Click the Enrollments tab.
3. Click the Add Enrollments button.
4. In the Username fields, enter the email addresses for the users you want to enroll. NOTE: If you do not know their email addresses, you can also click the  icon to search for and select your learners from your End Users folder.
5. Scroll down and click the Enroll Users button at the bottom of the window.

You can also manually send an email from the Learning Path to all enrolled users and this email will include a direct link to the content.