How to Create a Pathway - Restricted Feature

Contents of this article: 

• Build your Pathway Template
• Pathway Types
• Create a Pathway: Choose your Step
• Adding a Step
• Edit your Page
• Page Settings
• Page Instructions
• Adding a Guide Step
• Add Text
• Insert Content
• Publish your Page

Build your Pathway Template

Click the Pathways tab on the left navigation panel. This is the default tab when you sign into your IRIS Connect account. 

To create your own Pathway from scratch, click the Pathway Builder button. 

Then, click the New Template+ button. 

Name your Pathway. You can also write a short description which will appear on the main page of the Pathway. 

Before saving, you'll need to decide which type of Pathway you want to create. See next section for a short description on each Type. 

Once selected, click the Create button to finalize.

What Type of Pathway?

When creating a pathway, you'll need to choose which type. This setting serves two key purposes:

1. It determines the landing page experience and user roles — how users begin and interact with the pathway.
2. It supports admin reporting and metrics — allowing organisation administrators to view usage by pathway type (or “modality”) in their exported spreadsheets.

Individual Pathways

These are designed for one user to work through independently. The user can begin immediately by clicking start on the landing page.

Reflection: You would select this type for a pathway that supports self-reflection or a personal learning journey.

Induction: Typically used for a structured onboarding journey for new staff members

Paired Pathways

These involve two people and require roles to be assigned on the landing page before the pathway can be started. The roles displayed will vary based on the selected type.

Coaching: Assigns roles as coach and coachee.

ITT Mentoring: Assigns roles as mentor and trainee.

Shared Task: Assigns roles as task owner and assignee. Suitable for paired activities non-specific to coaching or ITT mentoring.

Group Pathway

Designed for collaborative work with multiple users. The pathway is started by the group lead (admin). They can then add other members from within the pathway.

Collaboration: Perfect for team-wide tasks, department projects, or collaborative inquiry.

Once you've selected your type and clicked Create, your Pathway Template is ready to build. 

Click Edit to begin.

Create your Pathway: Choose your Step

To start building out your Pathway, you'll need to add steps. Each step can include a variety of instructions and interactions. Start by clicking the Step+ button.

You'll then need to decide which type of step you're building. 

Page Step: Standard page

Guide Step: Required if you plan to embed a Mini Guide or WalkThru

Reflection Step: Required if you plan to embed a Reflection 

Heading: No content, a title separating steps 

Adding a Step

Before starting this next step, making sure you've visited the left navigation panel of your pathway (see below). Here your content will need to be created or shared to the Pathway before it can be embedded into a Page Step. Visit the Pathway Components article for more information. 

Edit your Page

When you add a page step, you'll be directed to your unpublished, empty page. You can confirm it's a page step by the name on the left. Click the edit button on the right to begin customising. If you decide you know longer need this step, click the red x. 

See image below for the next items: 

1.  Enter the title of your page. You can change this at any time.

2.  Use tools to add bold text, italics, "quotes", etc. Hover over the button to preview it's function.

3.  This is the Editing Pane. Type your text here.

4.  This is the Preview Pane. This will show you what your page will look like when published. It updates in real time.

5.  Use these buttons to Save or Publish your page.

Page Settings

In addition to adding content to your page, you can adjust it's settings, including it's Audience and whether or not it has a Lock milestone. To do this, click the "Page Settings" tab on the top of the page. 

Audience is the users who can view and interact with the pathway page. The options are: 

1. Everyone
2. Pathway User
3. Everyone but pathway user
4. Admins

Lock Milestones are available to attach to the Pathway page. The milestones must be completed as a part of the Pathway assets before you can choose to attach them to a particular page. Once they've been created under the Milestone tab, you can select one from your list. By attaching a lock milestone to this page, the user will not be able to access the step until that Milestone has been completed. 

Make sure to click the Update button to confirm your choses. 

Page Instructions

You also have the option to add instructions to your page. Click the "Page Instructions" tab at the top. Type your instructions in the left text box as you would on any other page. See Edit your Page for more information.

Check the "Display instructions" box if you want them to be visible to the pathway user. 

If you've chosen the instructions to be displayed, it will appear as below for the user to click View and read. 

This is an example of what the instructions will look like: 

Adding a Guide Step

When you add a Guide step, you'll be directed to your unpublished, empty page. You can confirm it's a guide step by the name on the left. Click the edit button on the right to begin customising. If you decide you know longer need this step, click the red x. 

The Guide step will resemble a Page step. You can type/insert content under the Page tab, add Page Settings, and give the Page Instructions.

Most importantly, and to make this a Guide step, you'll make selections under the Guide Settings. 

First, you'll select which Guide you'd like to add from the drop down list. 

Next, you can choose whether you'd like to restrict the guide search to a particular category. See list of options below. 

Lastly, click the click box if you'd like to ensure the guide selected is not changed from the pre-selected guide you've made during this step. 

Make sure to click Update to lock in your selections. 

Add Text 

Add text to your page by typing in the Editing Pane (left side). How the Pathway will appear to members once published will show in the Preview Pane (right side).

Give your text styles by clicking the buttons above the editing pane. This will insert special characters into your text, giving it attributes such as bold, italics or `emphasis.

Insert Content

When creating your Pathway pages, you may want to insert content. 

To do so, click the Insert + button and choose which feature you'd like to embed into your page. 
Remember, if you'd like to add a Reflection, Attachment, Assignment, Checklist, Insight, or Milestone, you must first add the content to the Pathway Assets panel on the side navigation. See Pathway Components article for more info on how to do this. 

Publish your Page