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Manage programmes

Guidance on how to edit the details of a programme, including setting up email alerts and publishing.

Liam Smith avatar
Written by Liam Smith
Updated this week

Programmes allow you to structure content so learners follow a set path. After creating a programme, assigning tasks and actions and finalising the settings, you can then publish it to make available to users.

To do this, follow the below steps.

Access programme list

  1. From the learner dashboard, click your initials in the top right then select Admin Area.

  2. Click Manage Tasks, then enter your client token and click Load.

  3. Click Programmes, then search for and select the relevant programme.


Configure completion criteria

Define how many optional tasks and actions must be completed by users to fulfil the programme.

To do this, follow the below steps.

  1. Click the Manage Tasks tab, then review the assigned tasks and the number of actions within.

  2. Use the slider to set the number of tasks that need to be completed.

  3. Click Update to apply changes.


Configure email alerts for the programme

You can set up email alerts to notify users of the programme.

To do this, follow the below steps.

  1. Click Manage Alerts, then toggle on Send Email Alerts.

  2. Click Preview Email to see how it will appear to users.

  3. Select which users will receive the email based on when they last logged in.

  4. Set the frequency of the alerts.

  5. Click Save.


Publish programme

After completing the set-up of the programme, to publish follow the below steps.

  1. From the learner dashboard, click your initials in the top right then select Admin Area.

  2. Click Manage Tasks, then enter your client token and click Load.

  3. Click Programmes, then search for and select the relevant programme.

  4. Click the Programme Details tab then review the details.

  5. Toggle on Active, then click Update & Publish.

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