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Paths Overview

Automatically sequence Modules to be assigned in order upon completion, so your team moves through a training program step by step.

Written by Ben Brunken

Paths are a chain 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

Table of Contents:


How to Build & Edit a Path

To build a Path, go to Training > Paths. In the top right corner, you'll see the option to "+ New Path".

  • Click "+ New Path"

  • Select a Module to begin building your Path. To edit an existing Path, click on the name of the Path in the list to open the Path builder.

    • Note: Paths are named by the first Module in that Path.

  • In between each Module, you'll see a node with pen icon that lets you set conditions for your Path. Here you'll have the option to apply filters:

    • Select whether you want the next Module to assign immediately or after a certain number of days have passed.

      • Note: subsequent Module assignments are made at 12:00am.

    • Select which Roles should receive the next Module assignment

    • Select which Locations, Departments, Brands, Franchises, or Regions should receive it

  • Continue adding Modules and filters to your Path

  • Once you're done, click "Save"


Path Reporting

To view completion reporting across the Modules in a Path, click on the three dots at the end of the row on the Paths page.

A new window with a filtered location completion grid dashboard will load. Click into individual locations to view Trainee-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.

Who can build a Path?

  • Admins or any Manager with the "Update Automations" and "Manage Library" permissions can edit or build a Path. Anyone without these permissions will see an error page when they click "+ New Path".

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 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 you to support ongoing training programs in Opus that require assigning a sequence of Modules over time.

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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