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Contents of this article:
- Build your Pathway Template
- Pathway Types
- Create a Pathway
- Pathway Assets
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Overall Pathway Settings (Top Navigation)
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.
If you're an Admin or have Authoring access, you can also find access to creating new Groups through the Authoring tab.
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:
- It determines the landing page experience and user roles — how users begin and interact with the pathway.
- 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
Edit your Page
When you add a step of any type, you'll be directed to your unpublished, empty page.
If you’re not ready to build your page at this stage, click the ‘Template Menu’ or ‘Back’ button to view the main navigation panel, where you can view your Pathway or continue adding new steps/content.
To resume building your page, click the edit button on the right to begin customising. To duplicate or delete this step, click the 3 dot menu icon below the edit button.
The image below highlights the following features:
1. Enter the Title of your page. You can change this at any time.
2. Drag and drop pathway Components from the menu onto your page (more details on pathway components below)
3. Use the Editing Panel on the right to edit the components you have added to your page.
4. Click the Preview Toggle to see what your page will look like when published. It updates in real time.
5. Use these buttons to Save, Undo or Redo edits
6. When your page is ready, click Publish
Pathway Components
These are the different components you can use to build your Pathway pages. Each component can be dragged and dropped onto your page.
- Templates - premade page layout options with different colours to choose from. You can preview the template style before inserting it on your page. You can also customise the style further after inserting.
- Elements - a simple text box, button or divider.
- Layouts - containers or columns, useful if you're building your page from scratch. Containers work like sections, letting you group related content together and style it with coloured backgrounds, borders, and more. They can also be nested to create more complex layouts. You can also add containers to or around existing components.
- Interactions - interactive components such as content grids (tiles that open and close), dropdown menus, pop-ups (modals) or tabs.
- Resources - content you would like to add to your page. Some of these may have been pre-shared/created (refer to Pathway Assets for more info).
Once you have added a component to your page, you will be able to customise it via the Editing Panel on the right. Below is an example page where we’ve added a card template. On the right hand side we have the option to edit the background, text, colours, margins etc.
Page Instructions
You also have the option to add a pop up with instructions to your page. You may use this if you have additional instructions you would like to include without cluttering up the main page of your Pathway.
Click the "Page Instructions" tab at the top. Edit as you would any other page (see Edit your Page for more information).
Click the "Show page instructions" toggle 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 pop-up will look like:
Page Settings
In addition to adding content to your page, you can adjust its settings, including its 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:
- Everyone
- Pathway User (e.g. coach, trainee etc)
- Everyone but pathway user
- Admins (often coach, mentor etc)
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 choices.
Guide Settings
Guide steps have an additional settings tab with the following options:
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Choose whether you'd like to restrict the guide search to a particular category.
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Pre-select a Guide for your Pathway (leave this blank if it’s up to the Pathway user to choose their own Guide).
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Select the lock option if you’d like to ensure that selected guides cannot be changed by the Pathway users.
Reflection Settings
Reflection steps have an additional settings tab with the following options:
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Pre-select a Reflection for your Pathway (leave this blank if it’s up to the Pathway user to add their own video reflection to the Pathway).
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Select the lock option if you’d like to ensure that selected Reflections cannot be changed by the Pathway users.
Pathway Assets
These tabs contain your Pathway Assets—content that has been created in, or shared with the pathway and can be embedded within a page or step.
Most assets can be added as you go via the page editor (for example, reflections and discussions). However, some content types (e.g. assignments, checklists, and quizzes), must be created in advance using their dedicated builders. We cover these in more detail later in this guide.
Reflections
Select which video you'd like to add by clicking the Reflection button under the Resources tab. You can choose from any Reflections you’ve previously added to your Pathway template, or from your own Reflections library.
*You can only use Reflections that you own.
Attachments
To add an Attachment to your Pathway, click on Attachment under the Resources tab. Drag and drop a file or click to upload.
Assignments
To create an Assignment to add to your Pathway, you’ll need to go back to the main Pathway navigation panel. Click on Assignments under the Resources tab and then click the New Assignment button.
Then, fill out the assignment parameters.
Next, add questions or headings to your Assignment.
Choose which type of question you’d like to add from the list.
Text – Request a written response.
Multiple Choice – Request selection from predefined options.
Number – Request a numeric response.
Date – Request a specific date.
Rating Scale – Request a rating on a defined scale.
Attachment – Request a file upload.
Guide – Request insertion of a Guide.
Reflection – Request a reflective response for a specified purpose.
Question privacy: You may wish to make some of the assignment answers visible in the Pathway metrics for admins and Pathway Reporters. This allows you to collate certain information or user responses while still keeping videos and the rest of the Pathway private.
Once you have created your assignment(s), you can embed it on the relevant pages via the page editor.
Quizzes
You can create multiple choice quizzes with built in feedback and answer reveals.
As with assignments, you must return to the main Pathway navigation panel to create a new quiz. To create, click the New Quiz button.
Give your quiz a name and description.
Create a question. You can choose to allow multiple correct answers or mark one answer as correct. This will be revealed to the Pathway user when they select the correct answer. You can also add additional feedback/information to each choice or question if you wish.
Return to the page editor to embed your new quiz on the page.
Checklists
Return to your main Pathway navigation panel to create a to-do list that Pathway users can check off as they go. To create, click the New Checklist + button.
Fill in the information below.
Click the Add Checkbox button to add items to check off later. You can also click the Add Heading button to do so.
After clicking Add Checkbox, you can name your item, add an optional label to be shown when the box is checked, as well as an optional description.
The items can be checked off when they're complete. It will look similar to below:
Return to the page editor to embed your new checklist on the page.
Discussions
Discussions are mini forums/comments that can be embedded into pages of a Pathway to encourage and facilitate discussions between Pathway users. Discussion may also be useful spaces for note-taking in individual pathways as well.
To create, click on Discussion in the Resources tab.
Give your Discussion a title and then click Create.
Insights
AI Insights can be added to your Pathway to allow users to receive instant feedback on a video recording as part of the process.
*Note: When using AI Insights within a Pathway use a simple Page Step rather than a Reflection Step, as the video is automatically added to the Pathway when selected by the user for analysis.
Select which AI Insight you'd like to add by clicking the Insight button under the Resources tab. You can choose from any Insights you’ve previously added to your Pathway template, or from your own Insights library.
Milestones (IMPORTANT)
Milestones are the key to any Pathway's progress. They are required for the Pathway to function as intended.
It's best for Milestones to be created after the Pathway has been built. They will determine how your Pathway progress updates. Each milestone will progress the percentage completed bar.
Return to your main Pathway navigation to create your Milestones.
There are numerous options for types of Milestones, as shown below.
Button Milestone
The Button milestone type functions differently than any of the other types.
Once a Button milestone is created, it needs to be manually added to a Pathway page.
Step 1: Create the Milestone under the side navigation bar of Pathway assets.
Step 2: Visit the Pathway page you'd like to insert the Milestone.
Step 3: Click Milestone under the Resources tab, and select the button Milestone you wish to add. (Alternatively, this particular type of Milestone can also be created via the page editor.)
All other Types of Milestones
The remaining Milestone Types are automatically linked to the relevant Pathway steps once they are created from the Side Navigation Milestone tab.
Step 1: Choose your Milestone Type. For this example: Discussion
Step 2: Click the Select Discussion button
Step 3: Choose which Discussion you'd like this Milestone attached to, they will appear in a pop-up containing the Discussions created in your Pathway.
Step 4: Once you've selected your Discussion and filled out the additional information to your liking, click the Create Milestone button.
Your Milestone is now associated with that Discussion. The Pathway progress will increase when this discussion is completed.
If you'd like your Milestone to be the very end of your Pathway, check the Completes Pathway box. Once that Milestone is completed, the Pathway progress will reach 100% completion.
Overall Pathway Settings (Top Navigation)
Steps
The "home" page of your Pathway. The place to locate your Steps and Headings. Here you can edit/publish, rearrange steps, or add elements to your Pathway like reflections, insights, etc.
Details
Under Details, you can update your pathway image, the name and description, as well as the type of pathway. More information on Pathway Types here. Click Update when you're done to finalise.
Visibility
Under Visibility, to make this Pathway appear for users, you will need to add them as members. Click the Add member + button to select which users you'd like to add.
Settings
Under the Settings tab you can adjust a variety of things.
Pathway reporting can be granted access to the Pathway Metrics.
Under "Reporting Options," choose who can view metrics for Pathway usage and completion: Org Admins and Reporters, or Reporters only. (Note: Org Admins — e.g. Head Teacher, IRIS Lead etc. — are the Administrators of your Organisation.)
Then, choose who in your Organisation will serve as Reporter(s). Type name and select.
We recommend you keep Reporter Access OFF. If granted, Reporters have access to Pathways they haven't been invited as members to. For privacy purposes, we recommend keeping this OFF, however, we recognize there may be necessary cases.
If you choose, you can add Additional admins to help manage and edit your Pathway.
Assignment Data
Assignment submissions from all created Pathways will be displayed and able to be filtered under this section.
After clicking the "Assignment Data" tab, select which Assignment from your Pathway you'd like to view data on by clicking Open. For example:
You'll see a list of all Assignment activity. The submissions can be filtered by Pathway, primary Pathway user, Submitter, or Status (completed, submitted, or draft).
Additional columns can be added and removed from the submissions table to make your search more detailed. The list can also be filtered by answers to multiple choice and rating questions.