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Paths Overview

Automatically sequence modules to be assigned in order upon completion.

Sara Delgado avatar
Written by Sara Delgado
Updated over a week ago

Paths are a sequence of modules designed to be completed in a predefined order. With Paths, you can support ongoing training programs in Opus by automatically assigning modules one after the other.

Paths are great for:

  • Setting proficiency levels for roles

  • Cross-training for new skills

  • Structuring long-term training programs

How to Start a Path

In order to start a Path, go to edit or create a new Module in your Library. Under the left-hand sidebar, you'll see the option to "+ Module" under "Assignment on completion".

  • Click "+ Module"

  • Select which Module from your Library you'd like to be automatically assigned upon completion of the Module that you're currently editing

  • Choose whether this module should be assigned immediately or delay assignment by a number of days

    • Assignments with time delays will be automatically assigned at midnight after the number of days have lapsed.

  • Click "Save"

How to Edit a Path

To edit an existing Path, go to the first module of the Path you're trying to edit. From there, you can edit or remove any modules from the Path.

  • For example, if you're trying to remove "Espresso Level 2" from the being assigned automatically after "Espresso Level 1", go to "Espresso Level 1" and remove "Espresso Level 2" from the "Assignment on completion"

You can also get a high-level overview of the assignment Path by clicking "View full Path". This helps you visualize the various training sequences that will be enabled through Paths.

Path Reporting

To view completion reporting across the modules in a Path:

  • Click "View full Path"

  • Click "View Completion Grid"

A new window with a filtered location completion grid dashboard will load. Click into individual locations to view user-specific completion data. Learn more about how to use the Completion Reporting Grids here.

FAQs

Can I add Courses, Resources or Check-ins to a Path?

  • No, Paths only let you sequence Modules in your Library.

Can I use Paths to automatically assign premium content I've added from the Marketplace?

  • No, for now, Paths only work for modules that you've created in Opus.

How do Paths interact with Automations that I already have set up?

  • Existing assignment automations will work with as intended regardless of whether or not that module is in a Path. In the event a trainee is assigned a module through a one-time automation and through a Path, the trainee will immediately see the module assigned via automation in the app.

How are Paths different from sections within a Module?

  • Unlike Sections, which help you organize the contents (Courses, Resources, and Check-ins) within a Module, Paths allow for you to support ongoing training programs in Opus that require assigning a sequence of modules overtime.

What if a trainee has already completed a module in that Path?

  • If a trainee has already completed an upcoming module in a Path, they will not be assigned that module and will move forward in the Path.

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