Program Management

Create a program under Manage → Programs. Add levels and missions, activate it, then assign people or teams.

Owners, Admins and Content Managers build and assign programs. Teamleads can assign programs to their own teams but cannot edit them.

Create a programCopy Anchor Link

1. Click New Program.
2. Enter a Name of at least 3 characters.
3. Add a Description if needed.
4. Set a Due date if needed.
5. Use Upload or Generate under Cover image if needed.
6. Add levels and missions as described below.
7. Click Create Program.

The initial Status is Draft. Assigned learners cannot open a draft.

Set up levels and missionsCopy Anchor Link

Learners complete levels in order. Later levels unlock after the preceding level is complete, unless Always unlocked is on. The first level is always unlocked.

1. Level 1 · Basics

   Automatic · Easy

   • 5 conversations
   • Minimum score 60

2. Level 2 · Objections

   

   • 45 training minutes
   • Few filler words

3. Level 3 · Final

   

   • Minimum score 80
   • Assessment · 3 attempts

1. Click Add level under Levels.
2. Select the level.
3. Enter its name in the field at the top.
4. Select its Personas.
5. Set its Rules.
6. Click Add Mission, or Add Task for an assessment.
7. Enter the mission name under Task.
8. Choose its Task Type and target.

Target Selection & Filters limits a mission to a persona, difficulty, conversation type, phase or criterion. Only count on successful conversation excludes unsuccessful conversations from that mission.

Drag levels to reorder them. Delete level cannot remove the last level. Deleting a level or mission also deletes its progress when you save.

Save and activateCopy Anchor Link

Open an existing program's Settings tab to edit it. Save Changes saves edits. Discard changes undoes them. Required fields must be complete before you can save.

Set Status to Active before assigning people. Archived hides a program from learners. Assignments and progress remain.

DraftLocked for learners

ActiveLearners train

ArchivedHidden from learners

Assign people or teamsCopy Anchor Link

1. Open the program's People tab.
2. Click Add users.
3. Select people or teams.
4. Set a due date if it should differ from the Program due date.
5. Click Add.

1. Invitation
2. 7 days before
3. 3 days before
4. 1 day before
5. Due

Team assignments include people who join the team later. People who leave lose the team assignment, but keep any direct assignment. Change a team's due date or remove it in its group under People.

People must join the workspace before you can assign them. Invite them under Users.

Follow progressCopy Anchor Link

The list shows program status, average progress, assigned users and due dates. Search by name or filter by status. Open View user progress from ⋮, or open the program's People tab.

People shows status, mission progress, assessment result, last activity and due date. Open a person with Show details to inspect levels and conversations. You can change a direct assignment's due date or use Remove from program. Completed conversations and results are kept.

Anonymous display in Compliance settings hides names and prevents opening conversations. Teamleads see only members of teams they lead.

Sleak sends reminders 7, 3 and 1 day before the due date. Completed mandatory missions stop reminders. Names and descriptions are translated when first needed in another language. You edit the original text.

Duplicate or deleteCopy Anchor Link

The list supports bulk Activate, Archive and Delete.

Related articlesCopy Anchor Link

• Programs
• Analytics